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 |
|---|---|---|---|---|---|
| Day & Ennis, LLC | 1,429 | $233.1K | 0.09% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,433 | $233.9K | 0.02% | +2+0.1% | Added |
| Keudell/Morrison Wealth Management | 1,437 | $234.5K | 0.07% | −38−2.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,437 | $234.5K | 0.04% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,440 | $235.0K | 0.64% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,440 | $235.0K | 0.18% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,409 | $235.0K | 0.31% | −7−0.5% | Reduced |
| Creative Financial Designs Inc | 1,448 | $236.3K | 0.03% | −165−10.2% | Reduced |
| Cannell Peter B & Co Inc | 1,450 | $236.6K | 0.01% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 1,452 | $236.9K | 0.35% | +1,452 | New |
| Blackston Financial Advisory Group, LLC | 1,452 | $237.0K | 0.18% | +94+6.9% | Added |
| Wealth Architects, LLC | 1,453 | $237.1K | 0.04% | −8−0.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,454 | $237.3K | 0.13% | −32−2.2% | Reduced |
| Nadler Financial Group, Inc. | 1,457 | $237.7K | 0.04% | +1,457 | New |
| Freestone Capital Holdings, LLC | 1,458 | $237.9K | 0.01% | −413−22.1% | Reduced |
| Capital Planning Advisors, LLC | 1,468 | $239.5K | 0.05% | +135+10.1% | Added |
| Adviser Investments LLC | 1,470 | $239.9K | 0.01% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,475 | $240.7K | 0.02% | 00.0% | Unchanged |
| First Interstate Bank | 1,480 | $241.5K | 0.02% | −650−30.5% | Reduced |
| Page Arthur B | 1,480 | $241.5K | 0.23% | −10−0.7% | Reduced |
| Pensionmark Financial Group, LLC | 1,484 | $242.1K | 0.05% | −190−11.4% | Reduced |
| First Business Financial Services, Inc. | 1,495 | $243.9K | 0.03% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 1,499 | $244.6K | 0.04% | +1,499 | New |
| LWM Advisory Services, LLC | 1,500 | $244.8K | 0.26% | 00.0% | Unchanged |
| Citizens Business Bank | 1,500 | $244.8K | 0.06% | +1,500 | New |
| M. Kulyk & Associates, LLC | 1,501 | $244.9K | 0.07% | −22−1.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,493 | $245.0K | 0.20% | +5+0.3% | Added |
| Revolve Wealth Partners, LLC | 1,505 | $245.6K | 0.06% | +46+3.2% | Added |
| Berger Financial Group, Inc | 1,506 | $245.8K | 0.03% | +1+0.1% | Added |
| Quaker Wealth Management, LLC | 1,508 | $246.0K | 0.11% | 00.0% | Unchanged |
| Headinvest, LLC | 1,509 | $246.2K | 0.05% | +9+0.6% | Added |
| HC Advisors, LLC | 1,510 | $246.4K | 0.15% | +10+0.7% | Added |
| BDO Wealth Advisors, LLC | 1,516 | $247.3K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,517 | $247.5K | 0.07% | +120+8.6% | Added |
| Drive Wealth Management, LLC | 1,519 | $247.8K | 0.10% | +1,519 | New |
| Private Asset Management Inc | 1,519 | $248.0K | 0.04% | −19−1.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,525 | $248.8K | 0.18% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 1,525 | $249.0K | 0.23% | +1,525 | New |
| Gleason Group, Inc. | 1,528 | $249.3K | 0.07% | +7+0.5% | Added |
| ETF Store, Inc. | 1,508 | $249.6K | 0.19% | +5+0.3% | Added |
| Quantum Private Wealth, LLC | 1,530 | $249.7K | 0.14% | −130−7.8% | Reduced |
| GeoWealth Management, LLC | 1,537 | $251.0K | 0.03% | −171−10.0% | Reduced |
| Northwest Wealth Management, LLC | 1,541 | $251.4K | 0.10% | +1,541 | New |
| Lowe Brockenbrough & Co Inc | 1,542 | $251.6K | 0.02% | −226−12.8% | Reduced |
| Heritage Trust Co | 1,544 | $251.9K | 0.04% | −313−16.9% | Reduced |
| Abacus Wealth Partners, LLC | 1,498 | $252.3K | 0.08% | +1,498 | New |
| Wilkinson Global Asset Management LLC | 1,550 | $252.9K | 0.02% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,558 | $254.3K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,565 | $255.4K | 0.16% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,638 | $255.8K | 0.04% | +1,638 | New |
| Lindbrook Capital, LLC | 1,573 | $256.7K | 0.03% | +8+0.5% | Added |
| FineMark National Bank & Trust | 1,583 | $258.3K | 0.01% | +1,583 | New |
| Latitude Advisors, LLC | 1,586 | $258.8K | 0.19% | +4+0.3% | Added |
| World Equity Group, Inc. | 1,850 | $259.4K | 0.04% | −2,373−56.2% | Reduced |
| Cary Street Partners Asset Management LLC | 1,600 | $261.1K | 0.05% | −15−0.9% | Reduced |
| Mondrian Investment Partners LTD | 1,600 | $261.1K | 0.01% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,604 | $261.7K | 0.15% | +1,604 | New |
| Alpha Cubed Investments, LLC | 1,605 | $261.9K | 0.02% | +238+17.4% | Added |
| Pinnacle Bancorp, Inc. | 1,607 | $262.2K | 0.10% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,617 | $264.0K | 0.20% | −128−7.3% | Reduced |
| Northstar Asset Management LLC | 1,630 | $266.0K | 0.08% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,631 | $266.1K | 0.17% | −99−5.7% | Reduced |
| Marcum Wealth, LLC | 1,632 | $266.3K | 0.03% | −61−3.6% | Reduced |
| Wealth Alliance | 1,638 | $267.2K | 0.04% | −37−2.2% | Reduced |
| Abner Herrman & Brock LLC | 1,643 | $268.0K | 0.04% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,645 | $268.0K | 0.04% | +9+0.6% | Added |
| Bragg Financial Advisors, Inc | 1,644 | $268.3K | 0.02% | −70−4.1% | Reduced |
| Vigilare Wealth Management | 1,648 | $268.8K | 0.15% | −1,199−42.1% | Reduced |
| Cook Wealth Management Group LLC | 1,664 | $269.0K | 0.23% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,651 | $269.5K | 0.06% | +2+0.1% | Added |
| Auxier Asset Management | 1,657 | $270.4K | 0.05% | −100−5.7% | Reduced |
| Holderness Investments Co | 1,660 | $270.9K | 0.11% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,625 | $271.1K | 0.07% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,665 | $271.7K | 0.07% | +1,665 | New |
| Semus Wealth Partners LLC | 1,667 | $272.1K | 0.29% | −270−13.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,679 | $274.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,681 | $274.3K | 0.03% | −324−16.2% | Reduced |
| First Command Financial Services, Inc. | 1,681 | $274.3K | 0.03% | −324−16.2% | Reduced |
| Trustmark National Bank Trust Department | 1,690 | $275.8K | 0.03% | −30−1.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,691 | $276.0K | 0.25% | +143+9.2% | Added |
| Red Wave Investments LLC | 1,696 | $276.7K | 0.11% | +70+4.3% | Added |
| Beaird Harris Wealth Management, LLC | 1,700 | $277.4K | 0.05% | −75−4.2% | Reduced |
| Drake & Associates, LLC | 1,707 | $278.6K | 0.14% | −8−0.5% | Reduced |
| Madden Securities Corp | 1,709 | $278.9K | 0.15% | −5−0.3% | Reduced |
| Amplius Wealth Advisors, LLC | 1,716 | $280.0K | 0.04% | +56+3.4% | Added |
| Arlington Partners LLC | 1,719 | $280.5K | 0.04% | +804+87.9% | Added |
| Vaughan David Investments LLC | 1,725 | $281.0K | 0.01% | +33+2.0% | Added |
| Geneos Wealth Management Inc. | 1,727 | $281.8K | 0.02% | −149−7.9% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $282.3K | 0.12% | 00.0% | Unchanged |
| Bridgeworth, LLC | 1,737 | $283.4K | 0.04% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,737 | $283.4K | 0.00% | +229+15.2% | Added |
| Goelzer Investment Management, Inc. | 1,742 | $284.2K | 0.02% | −2−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 1,745 | $284.7K | 0.03% | +1,745 | New |
| Carret Asset Management, LLC | 1,745 | $285.0K | 0.04% | −200−10.3% | Reduced |
| Colonial River Wealth Management, LLC | 1,748 | $285.2K | 0.17% | −23−1.3% | Reduced |
| Merrion Investment Management Co, LLC | 1,750 | $285.5K | 0.27% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,759 | $287.0K | 0.02% | −272−13.4% | Reduced |
| Boston Trust Walden Corp | 1,759 | $287.0K | 0.00% | 00.0% | Unchanged |
| Advisory Resource Group | 1,766 | $288.1K | 0.08% | +2+0.1% | Added |
| Princeton Global Asset Management LLC | 1,770 | $288.9K | 0.08% | +1,350+321.4% | Added |