Waste Management Inc
WM- Exchange
- NYSE
- Industry
- Refuse Systems
- SEC CIK
- 0000823768
In the last 90 days, Waste Management Inc insiders filed 0 open-market purchases and 1 sale; 2,379 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,379 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 21,919 | $3.58M | 0.37% | −36−0.2% | Reduced |
| NBW Capital LLC | 22,074 | $3.60M | 0.88% | +341+1.6% | Added |
| Lakeside Advisors, INC. | 22,118 | $3.61M | 2.79% | −100−0.5% | Reduced |
| Great Diamond Partners, LLC | 22,155 | $3.62M | 1.05% | −1,654−6.9% | Reduced |
| Ingalls & Snyder LLC | 22,501 | $3.67M | 0.19% | +100.0% | Added |
| Cetera Advisors LLC | 22,513 | $3.67M | 0.06% | −1,041−4.4% | Reduced |
| Central Trust Co | 22,531 | $3.68M | 0.11% | −4,041−15.2% | Reduced |
| Harbour Investment Management LLC | 22,536 | $3.68M | 2.04% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 22,658 | $3.70M | 0.33% | +850+3.9% | Added |
| Coastline Trust Co | 22,828 | $3.72M | 0.55% | −77−0.3% | Reduced |
| McDonough Capital Management, Inc | 22,988 | $3.75M | 3.87% | +1,166+5.3% | Added |
| Global Retirement Partners, LLC | 22,517 | $3.77M | 0.20% | +839+3.9% | Added |
| Marietta Wealth Management, LLC | 23,198 | $3.79M | 0.80% | −281−1.2% | Reduced |
| Vancity Investment Management Ltd | 23,218 | $3.79M | 0.53% | +23,218 | New |
| Hall Capital Management Co Inc | 23,269 | $3.80M | 2.25% | +245+1.1% | Added |
| Romano Brothers and Company | 23,398 | $3.82M | 0.59% | −350−1.5% | Reduced |
| Advisor Partners II, LLC | 23,562 | $3.84M | 0.21% | +685+3.0% | Added |
| Monument Capital Management | 23,815 | $3.89M | 1.30% | +163+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 23,836 | $3.89M | 0.44% | +1,851+8.4% | Added |
| Donaldson Capital Management, LLC | 23,979 | $3.91M | 0.18% | +362+1.5% | Added |
| Louisiana State Employees Retirement System | 24,100 | $3.93M | 0.10% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 24,264 | $3.96M | 0.03% | +1,285+5.6% | Added |
| Argyle Capital Management Inc. | 24,330 | $3.97M | 1.40% | −1,695−6.5% | Reduced |
| MAI Capital Management | 24,340 | $3.97M | 0.06% | −967−3.8% | Reduced |
| Stanley-Laman Group, Ltd. | 24,522 | $4.00M | 0.71% | +698+2.9% | Added |
| Kovitz Investment Group Partners, LLC | 24,586 | $4.01M | 0.07% | −196−0.8% | Reduced |
| Massachusetts Financial Services Co | 24,702 | $4.03M | 0.00% | −1,353−5.2% | Reduced |
| Westhampton Capital, LLC | 24,705 | $4.03M | 2.59% | 00.0% | Unchanged |
| Putnam Investments LLC | 24,713 | $4.03M | 0.01% | +1,278+5.5% | Added |
| Strategic Wealth Designers | 24,795 | $4.05M | 0.75% | +4,376+21.4% | Added |
| NTV Asset Management LLC | 24,900 | $4.06M | 0.76% | +10.0% | Added |
| Trust Co of Vermont | 24,905 | $4.06M | 0.28% | −421−1.7% | Reduced |
| Buckingham Capital Management, Inc. | 24,994 | $4.08M | 0.65% | −3,079−11.0% | Reduced |
| Pacer Advisors, Inc. | 25,254 | $4.12M | 0.02% | −49,453−66.2% | Reduced |
| Chilton Investment Co LLC | 25,257 | $4.12M | 0.13% | +18,225+259.2% | Added |
| Atria Investments LLC | 25,263 | $4.12M | 0.08% | −5,919−19.0% | Reduced |
| Davenport & Co LLC | 25,398 | $4.14M | 0.03% | +1,119+4.6% | Added |
| PFG Advisors | 25,449 | $4.15M | 0.35% | +291+1.2% | Added |
| Keybank National Association | 25,492 | $4.16M | 0.02% | +547+2.2% | Added |
| PGGM Investments | 25,531 | $4.17M | 0.07% | +60.0% | Added |
| EP Wealth Advisors, LLC | 112,185 | $4.19M | 0.08% | +102,418+1,048.6% | Added |
| Patrick Mauro Investment Advisor, INC. | 25,714 | $4.20M | 2.62% | −1,174−4.4% | Reduced |
| Integrated Wealth Concepts LLC | 25,734 | $4.20M | 0.09% | +6,284+32.3% | Added |
| Townsend & Associates, Inc | 25,305 | $4.20M | 1.69% | +17,607+228.7% | Added |
| Geo Capital Gestora de Recursos Ltd | 25,938 | $4.23M | 3.14% | +25,549+6,567.9% | Added |
| Colonial Trust Co | 26,108 | $4.26M | 1.08% | +525+2.1% | Added |
| Bradley Foster & Sargent Inc | 26,161 | $4.27M | 0.10% | +128+0.5% | Added |
| Belpointe Asset Management LLC | 26,435 | $4.31M | 0.23% | +744+2.9% | Added |
| Principle Wealth Partners LLC | 26,597 | $4.34M | 0.46% | +186+0.7% | Added |
| Hall Laurie J Trustee | 26,770 | $4.37M | 1.86% | −70−0.3% | Reduced |
| Garrison Asset Management, LLC | 26,879 | $4.39M | 2.72% | +862+3.3% | Added |
| Chapman Investment Management, LLC | 26,915 | $4.39M | 3.61% | −313−1.1% | Reduced |
| East Coast Asset Management, LLC. | 27,851 | $4.54M | 2.00% | −82−0.3% | Reduced |
| Glen Eagle Advisors, LLC | 28,072 | $4.58M | 1.15% | −371−1.3% | Reduced |
| Evoke Wealth, LLC | 28,104 | $4.59M | 0.17% | +2,567+10.1% | Added |
| Institutional & Family Asset Management, LLC | 28,188 | $4.60M | 0.76% | +541+2.0% | Added |
| Haverford Trust Co | 28,194 | $4.60M | 0.05% | −975−3.3% | Reduced |
| Charter Trust Co | 28,294 | $4.62M | 0.37% | +21+0.1% | Added |
| Pinnacle Financial Partners Inc | 28,409 | $4.64M | 0.12% | −4,810−14.5% | Reduced |
| Summit Global Investments | 28,417 | $4.64M | 0.36% | +566+2.0% | Added |
| Northeast Investment Management | 28,565 | $4.66M | 0.28% | +26,164+1,089.7% | Added |
| Jefferies Financial Group Inc. | 28,736 | $4.69M | 0.10% | +28,736 | New |
| Snowden Capital Advisors LLC | 28,786 | $4.70M | 0.18% | −309−1.1% | Reduced |
| Ellsworth Advisors, LLC | 28,818 | $4.70M | 1.66% | +1,667+6.1% | Added |
| Oregon Public Employees Retirement Fund | 28,905 | $4.72M | 0.06% | −1,756−5.7% | Reduced |
| Kentucky Retirement Systems | 29,367 | $4.79M | 0.18% | −205−0.7% | Reduced |
| Providence Capital Advisors, LLC | 29,700 | $4.85M | 1.28% | +29,700 | New |
| Asset Advisors Investment Management, LLC | 29,794 | $4.86M | 0.64% | +275+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,962 | $4.89M | 0.06% | +29,962 | New |
| Ninety One North America, Inc. | 29,993 | $4.89M | 0.22% | +9,831+48.8% | Added |
| Glenmede Trust Co NA | 30,167 | $4.92M | 0.03% | +46+0.2% | Added |
| Journey Advisory Group, LLC | 30,222 | $4.93M | 0.78% | +6,918+29.7% | Added |
| CFO4Life Group, LLC | 30,231 | $4.93M | 1.12% | −150−0.5% | Reduced |
| Leuthold Group, LLC | 30,324 | $4.95M | 0.65% | −617−2.0% | Reduced |
| Verition Fund Management LLC | 30,656 | $5.00M | 0.08% | +25,751+525.0% | Added |
| L & S Advisors Inc | 30,661 | $5.00M | 0.70% | +30,661 | New |
| Diversified Trust Co | 30,686 | $5.01M | 0.19% | +5,880+23.7% | Added |
| FORA Capital, LLC | 30,753 | $5.02M | 0.50% | +12,853+71.8% | Added |
| Securian Asset Management, Inc | 31,059 | $5.07M | 0.14% | −100−0.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 31,084 | $5.07M | 0.50% | +3,802+13.9% | Added |
| Laurion Capital Management LP | 31,181 | $5.09M | 0.23% | +31,181 | New |
| LVM Capital Management Ltd | 31,190 | $5.09M | 0.71% | −30−0.1% | Reduced |
| RBA Wealth Management, LLC | 31,389 | $5.12M | 2.55% | +733+2.4% | Added |
| Nicola Wealth Management Ltd. | 31,500 | $5.14M | 0.51% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 31,787 | $5.19M | 0.71% | −400−1.2% | Reduced |
| Windward Capital Management Co | 31,824 | $5.19M | 0.48% | +19+0.1% | Added |
| Northeast Financial Consultants Inc | 31,930 | $5.21M | 0.33% | −632−1.9% | Reduced |
| Beacon Financial Group | 32,292 | $5.24M | 0.73% | −1,016−3.1% | Reduced |
| First Horizon Advisors, Inc. | 32,132 | $5.24M | 0.19% | +27,490+592.2% | Added |
| Sandhill Capital Partners LLC | 32,302 | $5.27M | 0.50% | +749+2.4% | Added |
| Maryland State Retirement & Pension System | 32,473 | $5.30M | 0.12% | +192+0.6% | Added |
| Elo Mutual Pension Insurance Co | 32,776 | $5.35M | 0.17% | +778+2.4% | Added |
| Trinity Legacy Partners, LLC | 32,781 | $5.35M | 2.01% | +1,578+5.1% | Added |
| Aaron Wealth Advisors | 33,052 | $5.39M | 0.74% | +190+0.6% | Added |
| Synergy Financial Management, LLC | 33,107 | $5.40M | 1.32% | −1,919−5.5% | Reduced |
| Daiwa Securities Group Inc. | 33,163 | $5.41M | 0.04% | +2,505+8.2% | Added |
| TownSquare Capital, LLC | 33,362 | $5.44M | 0.12% | +1,005+3.1% | Added |
| Banque Cantonale Vaudoise | 33,600 | $5.48M | 0.27% | −5,684−14.5% | Reduced |
| JustInvest LLC | 33,761 | $5.51M | 0.19% | +9,589+39.7% | Added |
| CIC Wealth, LLC | 33,880 | $5.53M | 2.08% | +120.0% | Added |