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; 2,378 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 230 | $37.5K | 0.00% | −10−4.2% | Reduced |
| Abound Wealth Management | 231 | $37.7K | 0.02% | +200+645.2% | Added |
| Annapolis Financial Services, LLC | 232 | $37.9K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 233 | $38.0K | 0.02% | +233 | New |
| Ruedi Wealth Management, Inc. | 246 | $40.2K | 0.03% | 00.0% | Unchanged |
| Steward Financial Group LLC | 260 | $42.0K | 0.01% | +62+31.3% | Added |
| HHM Wealth Advisors, LLC | 260 | $42.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 267 | $43.7K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 268 | $43.7K | 0.01% | −1−0.4% | Reduced |
| Tortoise Investment Management, LLC | 269 | $43.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 275 | $44.9K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 277 | $45.2K | 0.00% | −35−11.2% | Reduced |
| TD Capital Management LLC | 280 | $45.7K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 284 | $46.3K | 0.07% | 00.0% | Unchanged |
| Studio Investment Management LLC | 285 | $46.5K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 286 | $47.0K | 0.00% | +1+0.4% | Added |
| RE Dickinson Investment Advisors, LLC | 290 | $47.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 300 | $48.9K | 0.02% | −49−14.0% | Reduced |
| Coastal Capital Group, Inc. | 300 | $49.0K | 0.01% | +300 | New |
| HBC Financial Services, PLLC | 300 | $49.0K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 305 | $49.8K | 0.03% | −20−6.2% | Reduced |
| Montag A & Associates Inc | 334 | $54.5K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 338 | $55.1K | 0.04% | +1+0.3% | Added |
| Avion Wealth | 358 | $56.0K | 0.02% | +336+1,527.3% | Added |
| Key Financial Inc | 346 | $56.5K | 0.02% | −12−3.4% | Reduced |
| IAG Wealth Partners, LLC | 365 | $59.6K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 366 | $59.8K | 0.04% | 00.0% | Unchanged |
| Lansing Street Advisors | 375 | $61.1K | 0.04% | +2+0.5% | Added |
| Caldwell Sutter Capital, Inc. | 380 | $62.0K | 0.05% | +380 | New |
| Trust Co | 381 | $62.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $63.6K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 392 | $64.0K | 0.00% | −108−21.6% | Reduced |
| Optimum Investment Advisors | 400 | $65.3K | 0.03% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 400 | $65.3K | 0.05% | +400 | New |
| Accel Wealth Management | 408 | $66.5K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 410 | $67.0K | 0.03% | 00.0% | Unchanged |
| One River Asset Management, LLC | 427 | $69.0K | 0.05% | −943−68.8% | Reduced |
| State of Wyoming | 428 | $69.8K | 0.02% | +210+96.3% | Added |
| Park Place Capital Corp | 436 | $71.1K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 450 | $73.4K | 0.04% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 458 | $74.7K | 0.02% | +445+3,423.1% | Added |
| Citizens National Bank Trust Department | 500 | $81.6K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 524 | $85.5K | 0.03% | 00.0% | Unchanged |
| Schubert & Co | 554 | $90.4K | 0.08% | −5−0.9% | Reduced |
| Fortis Capital Advisors, LLC | 595 | $97.1K | 0.05% | −121−16.9% | Reduced |
| Investors Research Corp | 599 | $97.7K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 609 | $99.3K | 0.03% | −25−3.9% | Reduced |
| Garde Capital, Inc. | 621 | $101.0K | 0.01% | −125−16.8% | Reduced |
| FinTrust Capital Advisors, LLC | 650 | $101.9K | 0.02% | 00.0% | Unchanged |
| Trium Capital LLP | 627 | $102.0K | 0.04% | +627 | New |
| TCI Wealth Advisors, Inc. | 633 | $103.3K | 0.01% | −1−0.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $103.3K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 640 | $104.4K | 0.08% | −1,150−64.2% | Reduced |
| Cyrus J. Lawrence, LLC | 645 | $105.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 648 | $105.7K | 0.01% | −27−4.0% | Reduced |
| Sittner & Nelson, LLC | 649 | $105.9K | 0.06% | 00.0% | Unchanged |
| Castleview Partners, LLC | 650 | $106.1K | 0.09% | −118−15.4% | Reduced |
| Ahrens Investment Partners LLC | 653 | $106.5K | 0.05% | +653 | New |
| Newbridge Financial Services Group, Inc. | 673 | $109.9K | 0.06% | −10−1.5% | Reduced |
| Covestor Ltd | 671 | $110.0K | 0.10% | +162+31.8% | Added |
| Riverview Trust Co | 675 | $110.1K | 0.10% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 693 | $113.0K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 695 | $113.4K | 0.01% | +3+0.4% | Added |
| First Financial Corp | 700 | $114.2K | 0.07% | 00.0% | Unchanged |
| First Community Trust NA | 700 | $114.2K | 0.14% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 701 | $114.4K | 0.04% | −46−6.2% | Reduced |
| Stonebridge Capital Advisors LLC | 719 | $117.4K | 0.01% | +68+10.4% | Added |
| BerganKDV Wealth Management, LLC | 734 | $119.8K | 0.01% | +68+10.2% | Added |
| Clear Street Markets LLC | 738 | $120.0K | 0.03% | −1,752−70.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 741 | $120.8K | 0.02% | −182−19.7% | Reduced |
| Acropolis Investment Management, LLC | 746 | $121.7K | 0.01% | +23+3.2% | Added |
| Byrne Asset Management LLC | 760 | $124.0K | 0.09% | −430−36.1% | Reduced |
| Sutton Wealth Advisors Inc. | 770 | $125.6K | 0.07% | −1,228−61.5% | Reduced |
| Asset Dedication, LLC | 777 | $128.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 778 | $129.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 792 | $129.2K | 0.02% | +92+13.1% | Added |
| WealthPlan Investment Management, LLC | 800 | $130.5K | 0.02% | −1,257−61.1% | Reduced |
| Hills Bank & Trust Co | 800 | $130.5K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 808 | $131.8K | 0.01% | −1,249−60.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 809 | $132.0K | 0.00% | −34−4.0% | Reduced |
| PSI Advisors, LLC | 811 | $132.4K | 0.06% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 827 | $134.9K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 839 | $135.5K | 0.13% | +839 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 874 | $142.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 881 | $143.6K | 0.02% | +118+15.5% | Added |
| Farther Finance Advisors, LLC | 889 | $145.1K | 0.04% | +584+191.5% | Added |
| Norwood Financial Corp | 900 | $146.9K | 0.23% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 900 | $149.4K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 919 | $150.0K | 0.10% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 931 | $152.0K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 949 | $154.8K | 0.10% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 952 | $155.3K | 0.02% | +177+22.8% | Added |
| US Asset Management LLC | 957 | $156.0K | 0.16% | 00.0% | Unchanged |
| Retirement Group, LLC | 962 | $157.0K | 0.07% | −220−18.6% | Reduced |
| Harbor Investment Advisory, LLC | 975 | $159.1K | 0.02% | −180−15.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $160.0K | 0.07% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 994 | $160.6K | 0.03% | +994 | New |
| Central Bank & Trust Co | 994 | $162.2K | 0.03% | −2−0.2% | Reduced |
| Alta Advisers Ltd | 1,000 | $163.2K | 0.10% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,004 | $163.8K | 0.01% | 00.0% | Unchanged |