Waste Management Inc

Exchange: NYSE
Industry: Refuse Systems
SEC CIK: 0000823768

SEC filings (opens in a new tab)

In the last 90 days, Waste Management Inc insiders filed 0 open-market purchases and 1 sale; 2,378 institutions reported holding it in 13F filings for Q2 2026, worth $74.1B in total; Gates Foundation Trust is the only superinvestor holding it.

13F holders, Q1 2023

Institutional positions in Waste Management Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 1,737; +29 vs. Q4 2022
Shares held: 331.2M; +5.09M (+1.6%) vs. Q4 2022
Total value: $53.7B; +$2.64B (+5.2%) vs. Q4 2022
New holders: 130; 638 more added
Sold out: 101; 670 more reduced

33 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 1,737 institutions

Value heldQ1 2023: $53.7B

Institutions holding WM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,378	$74.1B
Q1 2026	2,375	$75.7B
Q4 2025	2,325	$72.1B
Q3 2025	2,180	$70.8B
Q2 2025	2,234	$74.6B
Q1 2025	2,207	$75.2B
Q4 2024	2,134	$66.0B
Q3 2024	1,999	$66.7B
Q2 2024	2,007	$69.2B
Q1 2024	1,976	$69.3B
Q4 2023	1,875	$58.4B
Q3 2023	1,751	$49.5B
Q2 2023	1,775	$56.4B
Q1 2023	1,737	$53.7B
Q4 2022	1,741	$51.1B
Q3 2022	1,695	$52.8B
Q2 2022	1,678	$47.7B
Q1 2022	1,665	$49.8B
Q4 2021	1,700	$52.8B
Q3 2021	1,551	$47.1B
Q2 2021	1,526	$44.4B
Q1 2021	1,493	$41.1B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q4 2022.

Institutions holding WM in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Blume Capital Management, Inc.	1	$165	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	2	$326	0.00%	−3−60.0%	Reduced
Activest Wealth Management	3	$485	0.00%	−12−80.0%	Reduced
25 LLC	3	$508	0.00%	+3	New
New Millennium Group LLC	5	$875	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	7	$1.14K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	7	$1.14K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	7	$1.14K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	7	$1.14K	0.00%	00.0%	Unchanged
Archer Investment Corp	8	$1.30K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	10	$1.63K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	11	$1.79K	0.00%	+11	New
Resources Management Corp	100	$2.00K	0.00%	−7,882−98.7%	Reduced
USA Financial Portformulas Corp	14	$2.28K	0.00%	+14	New
Global Wealth Strategies & Associates	14	$2.28K	0.00%	+14	New
Clear Investment Research, LLC	15	$2.45K	0.00%	+15	New
Penserra Capital Management LLC	22	$3.00K	0.00%	−21,154−99.9%	Reduced
Copeland Capital Management, LLC	21	$3.00K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	20	$3.26K	0.00%	+10+100.0%	Added
DecisionPoint Financial, LLC	20	$3.26K	0.00%	00.0%	Unchanged
Core Wealth Advisors, Inc.	22	$3.59K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	23	$3.75K	0.00%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	24	$3.92K	0.00%	+24	New
Cowen Prime Advisors LLC	26	$4.00K	0.00%	+26	New
Bradley & Co. Private Wealth Management, LLC	26	$4.24K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	26	$4.27K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	26	$4.34K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	27	$4.41K	0.00%	00.0%	Unchanged
New England Capital Financial Advisors LLC	27	$4.41K	0.00%	+27	New
Eagle Bay Advisors LLC	30	$4.89K	0.00%	00.0%	Unchanged
Parallax Volatility Advisers, L.P.	30	$4.89K	0.00%	+30	New
SJS Investment Consulting Inc.	30	$4.90K	0.00%	−2−6.3%	Reduced
Laurel Wealth Advisors LLC	31	$5.06K	0.00%	00.0%	Unchanged
Horizons Wealth Management	33	$5.38K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	36	$6.00K	0.01%	+36	New
Riggs Asset Managment Co. Inc.	39	$6.36K	0.00%	−500−92.8%	Reduced
Sageworth Trust Co	42	$6.85K	0.00%	+31+281.8%	Added
Y.D. More Investments Ltd	44	$7.12K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	49	$7.97K	0.00%	+49	New
FNY Investment Advisers, LLC	50	$8.00K	0.01%	+50	New
Iron Horse Wealth Management, LLC	50	$8.16K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	50	$8.16K	0.00%	+50	New
JDM Financial Group LLC	53	$8.65K	0.01%	00.0%	Unchanged
WFA Asset Management Corp	53	$8.69K	0.01%	00.0%	Unchanged
Atlas Capital Advisors LLC	60	$9.79K	0.00%	00.0%	Unchanged
Slocum, Gordon & Co LLP	59	$9.90K	0.01%	+9+18.0%	Added
Loomis Sayles & Co L P	64	$10.0K	0.00%	−357−84.8%	Reduced
Ritter Daniher Financial Advisory LLC	66	$10.8K	0.00%	−256−79.5%	Reduced
Beacon Capital Management, LLC	68	$11.1K	0.00%	−10−12.8%	Reduced
Ofi Invest Asset Management	1,943,355	$11.9K	0.06%	+1,943,355	New
Kessler Investment Group, LLC	74	$12.1K	0.01%	00.0%	Unchanged
Evermay Wealth Management LLC	80	$13.1K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	80	$13.1K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	80	$13.1K	0.00%	+4+5.3%	Added
Oliver Lagore Vanvalin Investment Group	91	$14.8K	0.01%	−30−24.8%	Reduced
Venturi Wealth Management, LLC	92	$15.0K	0.00%	+92	New
Gould Capital, LLC	95	$15.5K	0.01%	−20−17.4%	Reduced
TD Ameritrade Investment Management, LLC	101	$16.0K	0.00%	−29−22.3%	Reduced
Aspire Private Capital, LLC	99	$16.2K	0.01%	−5−4.8%	Reduced
Private Ocean, LLC	100	$16.3K	0.00%	00.0%	Unchanged
Luken Investment Analytics, LLC	100	$16.3K	0.01%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	100	$16.3K	0.01%	00.0%	Unchanged
JJJ Advisors Inc.	99	$16.4K	0.00%	−1−1.0%	Reduced
Lowe Wealth Advisors, LLC	102	$16.6K	0.01%	00.0%	Unchanged
Focused Wealth Management, Inc	102	$16.6K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	109	$17.8K	0.01%	+72+194.6%	Added
West Branch Capital LLC	110	$17.9K	0.01%	−300−73.2%	Reduced
PFS Partners, LLC	120	$19.6K	0.02%	00.0%	Unchanged
Magellan Asset Management Ltd	121	$19.7K	0.00%	+121	New
Endurance Wealth Management, Inc.	125	$20.0K	0.00%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	134	$21.9K	0.01%	00.0%	Unchanged
American National Bank	137	$22.4K	0.00%	−70−33.8%	Reduced
SRS Capital Advisors, Inc.	141	$23.0K	0.00%	+31+28.2%	Added
Mendota Financial Group, LLC	146	$23.1K	0.02%	00.0%	Unchanged
Ellevest, Inc.	143	$23.3K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	150	$24.0K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	150	$24.4K	0.01%	00.0%	Unchanged
Hallmark Capital Management Inc	150	$24.5K	0.00%	−1,125−88.2%	Reduced
Pin Oak Investment Advisors Inc	162	$26.0K	0.03%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	163	$26.0K	0.02%	+1+0.6%	Added
Sound Income Strategies, LLC	165	$26.9K	0.00%	−116−41.3%	Reduced
Raffa Wealth Management, LLC	172	$28.1K	0.01%	00.0%	Unchanged
Addison Advisors LLC	179	$29.2K	0.02%	−4−2.2%	Reduced
Strategic Investment Solutions, Inc.	180	$29.4K	0.01%	+180	New
Ten Capital Wealth Advisors, LLC	181	$29.5K	0.01%	+166+1,106.7%	Added
Disciplined Investments, LLC	182	$29.7K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	189	$30.8K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	187	$31.0K	0.01%	−582−75.7%	Reduced
Twin Lakes Capital Management, LLC	197	$32.1K	0.02%	+1+0.5%	Added
Osterweis Capital Management Inc	200	$32.6K	0.00%	00.0%	Unchanged
Duncker Streett & Co Inc	200	$32.6K	0.01%	00.0%	Unchanged
Earnest Partners LLC	200	$32.6K	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	200	$32.6K	0.01%	00.0%	Unchanged
KB Financial Partners, LLC	202	$33.0K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	206	$33.7K	0.01%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	219	$35.7K	0.01%	00.0%	Unchanged
Pacifica Partners Inc.	220	$35.9K	0.02%	−55−20.0%	Reduced
Webster Bank, N. A.	220	$35.9K	0.00%	00.0%	Unchanged
Cutler Group LP	222	$36.0K	0.01%	−320−59.0%	Reduced
Raleigh Capital Management Inc.	229	$37.4K	0.02%	+229	New