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 |
|---|---|---|---|---|---|
| Cassia Capital Partners, LLC | 1,772 | $289.1K | 0.23% | −29−1.6% | Reduced |
| Rockland Trust Co | 1,784 | $291.1K | 0.02% | −221−11.0% | Reduced |
| Ballast Advisors LLC | 1,785 | $291.3K | 0.12% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 1,791 | $292.2K | 0.16% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,802 | $294.0K | 0.03% | −5,315−74.7% | Reduced |
| Journey Strategic Wealth LLC | 1,804 | $294.3K | 0.03% | −133−6.9% | Reduced |
| Wimmer Associates 1, LLC | 1,750 | $295.0K | 0.19% | +50+2.9% | Added |
| Heartland Bank & Trust Co | 1,826 | $297.9K | 0.23% | +110+6.4% | Added |
| Prestige Wealth Management Group LLC | 1,826 | $298.0K | 0.07% | +84+4.8% | Added |
| Summit Trail Advisors, LLC | 1,832 | $298.9K | 0.01% | +508+38.4% | Added |
| Harbour Investments, Inc. | 1,834 | $299.2K | 0.02% | +195+11.9% | Added |
| StoneX Group Inc. | 1,836 | $299.5K | 0.03% | −100−5.2% | Reduced |
| Sather Financial Group Inc | 1,841 | $300.4K | 0.03% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,845 | $301.0K | 0.12% | +12+0.7% | Added |
| Meridian Wealth Advisors, LLC | 1,847 | $301.4K | 0.08% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,849 | $301.7K | 0.01% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 1,850 | $302.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 1,860 | $303.5K | 0.14% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,862 | $303.8K | 0.07% | −7,044−79.1% | Reduced |
| Northcape Wealth Management, LLC | 1,862 | $303.8K | 0.11% | +1,862 | New |
| Insight Folios Inc | 1,876 | $306.1K | 0.14% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,896 | $309.4K | 0.13% | −463−19.6% | Reduced |
| Arrowroot Family Office, LLC | 1,897 | $309.6K | 0.26% | +1,897 | New |
| Estabrook Capital Management | 1,898 | $309.7K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,898 | $309.8K | 0.09% | +95+5.3% | Added |
| Keel Point, LLC | 1,901 | $310.1K | 0.04% | −114−5.7% | Reduced |
| Financial Strategies Group, Inc. | 1,908 | $311.3K | 0.12% | +9+0.5% | Added |
| Patron Partners Advisors, LLC | 1,909 | $311.5K | 0.23% | −13−0.7% | Reduced |
| Tennessee Valley Asset Management Partners | 1,910 | $311.6K | 0.10% | +9+0.5% | Added |
| Old North State Trust, LLC | 1,910 | $312.0K | 0.22% | +11+0.6% | Added |
| SkyOak Wealth, LLC | 1,918 | $313.0K | 0.10% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 1,925 | $314.0K | 0.05% | +1,925 | New |
| Magnus Financial Group LLC | 1,936 | $316.0K | 0.05% | +142+7.9% | Added |
| CVA Family Office, LLC | 1,944 | $317.2K | 0.07% | +10+0.5% | Added |
| NBT Bank N A | 1,945 | $317.4K | 0.05% | +125+6.9% | Added |
| WESPAC Advisors, LLC | 1,950 | $318.2K | 0.30% | +1,950 | New |
| Old West Investment Management, LLC | 1,952 | $318.5K | 0.17% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,957 | $319.3K | 0.05% | +1,957 | New |
| Allstate Corp | 1,958 | $319.5K | 0.02% | −17,233−89.8% | Reduced |
| Synergy Financial Group, LTD | 1,959 | $319.6K | 0.52% | −321−14.1% | Reduced |
| D L Carlson Investment Group Inc | 1,964 | $320.0K | 0.07% | −597−23.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,969 | $321.3K | 0.09% | +1,969 | New |
| Desjardins Global Asset Management Inc. | 1,973 | $322.0K | 0.04% | +899+83.7% | Added |
| Baker Boyer National Bank | 1,979 | $322.9K | 0.12% | +94+5.0% | Added |
| Ledyard National Bank | 1,987 | $324.2K | 0.04% | +41+2.1% | Added |
| Compton Wealth Advisory Group, LLC | 1,995 | $325.6K | 0.11% | −81−3.9% | Reduced |
| Ironsides Asset Advisors, LLC | 1,999 | $326.2K | 0.15% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 2,000 | $326.3K | 0.07% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,010 | $328.1K | 0.10% | +205+11.4% | Added |
| Barber Financial Group, Inc. | 2,013 | $328.5K | 0.06% | −968−32.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,016 | $329.0K | 0.31% | −379−15.8% | Reduced |
| First National Corp | 2,019 | $329.4K | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,029 | $331.1K | 0.01% | −354−14.9% | Reduced |
| New Hampshire Trust | 2,036 | $332.2K | 0.09% | −176−8.0% | Reduced |
| Versant Capital Management, Inc | 2,039 | $332.3K | 0.11% | +655+47.3% | Added |
| Empowered Funds, LLC | 2,052 | $334.8K | 0.02% | +708+52.7% | Added |
| Amica Retiree Medical Trust | 2,055 | $335.0K | 0.35% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,055 | $335.3K | 0.23% | +55+2.8% | Added |
| Dumont & Blake Investment Advisors LLC | 2,066 | $337.0K | 0.11% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,068 | $337.4K | 0.13% | +102+5.2% | Added |
| Sweet Financial Partners, LLC | 2,077 | $338.9K | 0.09% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,079 | $339.2K | 0.01% | −187−8.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,080 | $339.4K | 0.07% | −340−14.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,084 | $340.0K | 0.04% | −21−1.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,084 | $340.1K | 0.06% | −5−0.2% | Reduced |
| Intrua Financial, LLC | 2,022 | $342.2K | 0.07% | −29−1.4% | Reduced |
| Morris Retirement Advisors, LLC | 2,099 | $342.5K | 0.25% | +2,099 | New |
| First National Bank Sioux Falls | 2,105 | $343.5K | 0.24% | 00.0% | Unchanged |
| Resolute Partners Group | 2,106 | $343.7K | 0.04% | +9+0.4% | Added |
| Strategic Financial Services, Inc, | 2,107 | $343.8K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,109 | $344.0K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,115 | $345.1K | 0.04% | −60−2.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,163 | $352.9K | 0.10% | −101−4.5% | Reduced |
| Roman Butler Fullerton & Co | 2,132 | $353.0K | 0.18% | −48−2.2% | Reduced |
| City State Bank | 2,166 | $353.0K | 0.20% | −20−0.9% | Reduced |
| Wellington Shields Capital Management, LLC | 2,169 | $354.0K | 0.04% | +66+3.1% | Added |
| M Holdings Securities, Inc. | 2,168 | $354.0K | 0.04% | −728−25.1% | Reduced |
| Pacitti Group Inc. | 2,197 | $358.5K | 0.26% | −8,135−78.7% | Reduced |
| Alethea Capital Management, LLC | 2,200 | $359.0K | 0.38% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,200 | $359.0K | 0.06% | +11+0.5% | Added |
| Syntegra Private Wealth Group, LLC | 2,218 | $361.9K | 0.06% | +60+2.8% | Added |
| Somerville Kurt F | 2,230 | $363.9K | 0.07% | 00.0% | Unchanged |
| Mendel Money Management | 2,231 | $364.1K | 0.20% | +205+10.1% | Added |
| MPS Loria Financial Planners, LLC | 2,234 | $364.5K | 0.15% | +55+2.5% | Added |
| Forum Financial Management, LP | 2,235 | $364.7K | 0.01% | +42+1.9% | Added |
| Glenview Trust Co | 2,238 | $365.2K | 0.01% | −775−25.7% | Reduced |
| Centaurus Financial, Inc. | 2,242 | $366.0K | 0.03% | −99−4.2% | Reduced |
| LGT Financial Advisors LLC | 2,248 | $366.8K | 0.68% | +2,248 | New |
| Callahan Advisors, LLC | 2,264 | $369.4K | 0.05% | +10.0% | Added |
| Sonen Capital LLC | 2,274 | $371.0K | 0.63% | −994−30.4% | Reduced |
| Private Capital Management, LLC | 2,279 | $371.8K | 0.04% | 00.0% | Unchanged |
| Burney Co | 2,285 | $372.8K | 0.02% | −920−28.7% | Reduced |
| Cape Ann Savings Bank | 2,285 | $372.8K | 0.26% | +234+11.4% | Added |
| Stuart Chaussee & Associates, Inc. | 2,286 | $373.0K | 0.13% | 00.0% | Unchanged |
| Zacks Investment Management | 2,307 | $376.4K | 0.01% | −4−0.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,288 | $378.8K | 0.39% | +379+19.9% | Added |
| Monumental Financial Group Inc. | 2,334 | $381.0K | 0.27% | −69−2.9% | Reduced |
| Hoylecohen, LLC | 2,337 | $381.4K | 0.04% | −128−5.2% | Reduced |
| Bank of Stockton | 2,341 | $382.0K | 0.13% | +470+25.1% | Added |
| Etesian Wealth Advisors, Inc. | 2,345 | $382.6K | 0.25% | +27+1.2% | Added |