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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 1,005 | $164.0K | 0.03% | +26+2.7% | Added |
| MV Capital Management, Inc. | 1,013 | $165.3K | 0.02% | −242−19.3% | Reduced |
| Assetmark, Inc | 1,038 | $169.4K | 0.00% | +77+8.0% | Added |
| Silvant Capital Management LLC | 1,044 | $170.3K | 0.01% | −45,189−97.7% | Reduced |
| West Paces Advisors Inc. | 1,054 | $172.0K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,058 | $172.6K | 0.02% | +419+65.6% | Added |
| Rise Advisors, LLC | 1,069 | $174.4K | 0.13% | +365+51.8% | Added |
| Wolff Wiese Magana LLC | 1,087 | $177.4K | 0.14% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,103 | $178.0K | 0.00% | +1,103 | New |
| Resurgent Financial Advisors LLC | 1,095 | $178.7K | 0.12% | −213−16.3% | Reduced |
| Virtus Investment Advisers, Inc. | 1,097 | $179.0K | 0.13% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,098 | $179.2K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,112 | $181.5K | 0.05% | +6+0.5% | Added |
| Carolinas Wealth Consulting LLC | 25,635 | $182.7K | 0.04% | +10.0% | Added |
| Crewe Advisors LLC | 1,138 | $185.7K | 0.03% | −45−3.8% | Reduced |
| Larson Financial Group LLC | 1,163 | $189.7K | 0.02% | +203+21.1% | Added |
| Clean Yield Group | 1,176 | $191.9K | 0.08% | −32−2.6% | Reduced |
| Dark Forest Capital Management LP | 1,185 | $193.4K | 0.05% | +32+2.8% | Added |
| Operose Advisors LLC | 1,185 | $193.4K | 0.10% | +550+86.6% | Added |
| Trifecta Capital Advisors, LLC | 1,189 | $194.0K | 0.07% | −15,411−92.8% | Reduced |
| Pflug Koory, LLC | 1,207 | $196.9K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,208 | $197.1K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,215 | $198.2K | 0.01% | −26−2.1% | Reduced |
| Ridgewood Investments LLC | 1,219 | $198.9K | 0.12% | +1,219 | New |
| Bray Capital Advisors | 1,225 | $199.9K | 0.06% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,230 | $200.0K | 0.15% | −193−13.6% | Reduced |
| SNS Financial Group, LLC | 1,229 | $200.6K | 0.03% | −137−10.0% | Reduced |
| Providence First Trust Co | 1,230 | $200.7K | 0.12% | +1,230 | New |
| Profit Investment Management, LLC | 1,236 | $201.7K | 0.13% | +1,236 | New |
| Ameliora Wealth Management Ltd. | 1,250 | $204.0K | 0.12% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,250 | $204.0K | 0.08% | −175−12.3% | Reduced |
| LaFleur & Godfrey LLC | 1,252 | $204.3K | 0.03% | +1,252 | New |
| Kanawha Capital Management LLC | 1,255 | $204.8K | 0.02% | +1,255 | New |
| Cyndeo Wealth Partners, LLC | 1,261 | $205.7K | 0.02% | −103−7.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,261 | $205.8K | 0.05% | −214−14.5% | Reduced |
| Wendell David Associates Inc | 1,262 | $206.0K | 0.02% | +1,262 | New |
| Genesee Capital Advisors, LLC | 1,265 | $206.3K | 0.15% | +1,265 | New |
| Global Financial Private Client, LLC | 1,266 | $207.5K | 0.11% | −3,067−70.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,273 | $207.7K | 0.10% | +1,273 | New |
| Benjamin Edwards Inc | 1,273 | $208.0K | 0.05% | −3,925−75.5% | Reduced |
| Echo Street Capital Management LLC | 1,275 | $208.0K | 0.00% | −16,222−92.7% | Reduced |
| Hollencrest Capital Management | 1,276 | $208.2K | 0.02% | +1,227+2,504.1% | Added |
| Vantage Consulting Group Inc | 1,277 | $208.4K | 0.12% | +1,277 | New |
| Syntax Advisors, LLC | 1,277 | $208.4K | 0.16% | +1,277 | New |
| West Michigan Advisors, LLC | 1,278 | $208.6K | 0.12% | −26−2.0% | Reduced |
| TSFG, LLC | 1,279 | $209.0K | 0.08% | +1+0.1% | Added |
| Parsec Financial Management, Inc. | 1,282 | $209.2K | 0.01% | +1,282 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,288 | $210.0K | 0.02% | 00.0% | Unchanged |
| Wexford Capital LP | 1,287 | $210.0K | 0.04% | +1,287 | New |
| Calton & Associates, Inc. | 1,297 | $211.6K | 0.10% | −32−2.4% | Reduced |
| Versor Investments LP | 1,300 | $212.1K | 0.03% | −2,335−64.2% | Reduced |
| Azimuth Capital Investment Management LLC | 1,300 | $212.1K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,300 | $212.1K | 0.22% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 1,353 | $212.3K | 0.03% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,304 | $212.8K | 0.01% | −132−9.2% | Reduced |
| Delta Financial Group, Inc. | 1,303 | $213.0K | 0.08% | +1,303 | New |
| Visionary Wealth Advisors | 1,309 | $213.5K | 0.02% | −569−30.3% | Reduced |
| Corrigan Financial, Inc. | 1,309 | $213.5K | 0.07% | +1+0.1% | Added |
| Blossom Wealth Management | 1,311 | $213.9K | 0.87% | +1,311 | New |
| Crestwood Advisors Group LLC | 1,316 | $214.7K | 0.01% | −174−11.7% | Reduced |
| Lake Street Financial LLC | 1,320 | $215.4K | 0.04% | +1,320 | New |
| Boston Common Asset Management, LLC | 1,325 | $216.0K | 0.00% | −1,398−51.3% | Reduced |
| NinePointTwo Capital | 1,329 | $216.0K | 0.08% | −24−1.8% | Reduced |
| Berkeley Capital Partners, LLC | 1,327 | $216.5K | 0.08% | +1,327 | New |
| Manchester Capital Management LLC | 1,330 | $217.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,336 | $218.0K | 0.14% | +23+1.8% | Added |
| Perennial Investment Advisors, LLC | 1,343 | $218.9K | 0.04% | −20−1.5% | Reduced |
| Glassman Wealth Services | 1,342 | $219.0K | 0.04% | −5−0.4% | Reduced |
| Summit Asset Management, LLC | 1,342 | $219.0K | 0.06% | −10−0.7% | Reduced |
| Everett Harris & Co | 1,343 | $219.1K | 0.00% | −9−0.7% | Reduced |
| Financial Futures Ltd Liability Co. | 1,345 | $219.5K | 0.18% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,348 | $220.0K | 0.11% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,348 | $220.0K | 0.09% | +41+3.1% | Added |
| Pallas Capital Advisors LLC | 1,331 | $220.4K | 0.02% | +1,331 | New |
| Laidlaw Wealth Management LLC | 1,354 | $221.0K | 0.05% | −21−1.5% | Reduced |
| Fort Sheridan Advisors LLC | 1,355 | $221.1K | 0.06% | +1,355 | New |
| 1776 Wealth LLC | 1,358 | $221.6K | 0.13% | +1+0.1% | Added |
| Ade, LLC | 1,358 | $221.6K | 0.16% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,362 | $222.0K | 0.11% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,363 | $222.4K | 0.10% | −8−0.6% | Reduced |
| Compass Financial Advisors LLC | 1,371 | $223.6K | 0.28% | +3+0.2% | Added |
| Summit Financial, LLC | 1,372 | $223.8K | 0.02% | +35+2.6% | Added |
| Deseret Mutual Benefit Administrators | 1,375 | $224.4K | 0.09% | −51−3.6% | Reduced |
| Greatmark Investment Partners, Inc. | 1,375 | $224.4K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,377 | $224.8K | 0.05% | +65+5.0% | Added |
| Legacy Financial Advisors, Inc. | 1,383 | $225.7K | 0.05% | −2−0.1% | Reduced |
| RMR Wealth Builders | 1,390 | $226.7K | 0.04% | −18−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,391 | $227.0K | 0.00% | −122−8.1% | Reduced |
| Merriman Wealth Management, LLC | 1,399 | $228.3K | 0.01% | −68−4.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,399 | $228.3K | 0.08% | +1+0.1% | Added |
| Golden State Equity Partners | 1,401 | $228.6K | 0.12% | +1,401 | New |
| Diamant Asset Management, Inc. | 1,402 | $228.8K | 0.19% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,403 | $228.9K | 0.04% | +1,403 | New |
| Woodstock Corp | 1,407 | $229.6K | 0.03% | −201−12.5% | Reduced |
| Main Street Financial Solutions, LLC | 1,401 | $229.6K | 0.03% | −713−33.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,423 | $232.0K | 0.04% | −70−4.7% | Reduced |
| Charter Research & Investment Group, Inc. | 1,425 | $232.5K | 0.20% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 1,425 | $232.5K | 0.84% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,427 | $232.8K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,427 | $232.8K | 0.06% | −339−19.2% | Reduced |