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 |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 2,348 | $383.1K | 0.15% | −56−2.3% | Reduced |
| Hudock, Inc. | 2,361 | $385.4K | 0.09% | +10+0.4% | Added |
| Weinberger Asset Management, Inc | 2,365 | $385.9K | 0.22% | 00.0% | Unchanged |
| Davis R M Inc | 2,366 | $386.0K | 0.01% | −225−8.7% | Reduced |
| Alera Investment Advisors, LLC | 2,366 | $386.1K | 0.09% | −63−2.6% | Reduced |
| SRB Corp | 2,372 | $387.0K | 0.02% | +2,372 | New |
| Shelton Capital Management | 2,387 | $389.5K | 0.02% | +68+2.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,392 | $390.3K | 0.06% | −2−0.1% | Reduced |
| Ausdal Financial Partners, Inc. | 2,395 | $390.7K | 0.05% | +73+3.1% | Added |
| Philadelphia Trust Co | 2,394 | $391.0K | 0.04% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,400 | $391.6K | 0.25% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,413 | $393.7K | 0.12% | +4+0.2% | Added |
| Change Path, LLC | 2,413 | $394.0K | 0.02% | +771+47.0% | Added |
| First Nebraska Trust Co | 2,420 | $394.9K | 0.05% | 00.0% | Unchanged |
| Berkshire Bank | 2,421 | $395.0K | 0.12% | −100−4.0% | Reduced |
| Gryphon Financial Partners LLC | 2,434 | $397.1K | 0.09% | −2−0.1% | Reduced |
| Abbrea Capital, LLC | 2,438 | $398.0K | 0.07% | 00.0% | Unchanged |
| Viawealth, LLC | 2,440 | $398.1K | 0.32% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,442 | $398.5K | 0.04% | +26+1.1% | Added |
| Horan Capital Advisors, LLC. | 2,445 | $399.0K | 0.16% | +345+16.4% | Added |
| SevenOneSeven Capital Management | 2,348 | $399.6K | 0.90% | −340−12.6% | Reduced |
| Terry L. Blaker | 2,450 | $399.8K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,450 | $399.8K | 0.23% | −100−3.9% | Reduced |
| Contravisory Investment Management, Inc. | 2,457 | $400.9K | 0.11% | −256−9.4% | Reduced |
| Sentry Investment Management LLC | 2,472 | $403.0K | 0.17% | −1,366−35.6% | Reduced |
| Resolute Wealth Strategies, LLC | 2,479 | $404.6K | 0.34% | +2,479 | New |
| NFP Retirement, Inc. | 2,482 | $404.9K | 0.08% | +96+4.0% | Added |
| Parthenon LLC | 2,500 | $407.9K | 0.06% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,500 | $407.9K | 0.01% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $407.9K | 0.38% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,502 | $408.2K | 0.01% | −1,017−28.9% | Reduced |
| Values First Advisors, Inc. | 2,526 | $412.1K | 0.26% | −35−1.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,539 | $414.3K | 0.02% | −109−4.1% | Reduced |
| Fortune 45 LLC | 2,554 | $416.7K | 0.42% | +2+0.1% | Added |
| Roble, Belko & Company, Inc | 2,557 | $417.0K | 0.09% | −2,473−49.2% | Reduced |
| Stockman Wealth Management, Inc. | 2,558 | $417.4K | 0.09% | −9−0.4% | Reduced |
| Pitcairn Co | 2,564 | $418.4K | 0.04% | −80−3.0% | Reduced |
| Truadvice, LLC | 2,524 | $419.1K | 0.17% | +9+0.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,570 | $419.4K | 0.22% | +27+1.1% | Added |
| Community Bank & Trust, Waco, Texas | 2,577 | $420.0K | 0.13% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,577 | $420.4K | 0.02% | +771+42.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,581 | $421.0K | 0.28% | −290−10.1% | Reduced |
| V Wealth Advisors LLC | 2,594 | $423.2K | 0.08% | −118−4.4% | Reduced |
| Van Cleef Asset Management,Inc | 2,601 | $424.4K | 0.07% | −58−2.2% | Reduced |
| Ti-Trust, Inc | 2,603 | $424.7K | 0.40% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 2,614 | $426.5K | 0.30% | −128−4.7% | Reduced |
| Angeles Wealth Management, LLC | 2,618 | $427.2K | 0.06% | +22+0.8% | Added |
| Truvestments Capital LLC | 2,621 | $427.6K | 0.23% | −109−4.0% | Reduced |
| NorthRock Partners, LLC | 2,622 | $427.8K | 0.05% | −417−13.7% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,624 | $428.0K | 0.01% | +1,053+67.0% | Added |
| CWM Advisors, LLC | 2,630 | $429.1K | 0.05% | +140+5.6% | Added |
| Adell Harriman & Carpenter Inc | 2,638 | $430.4K | 0.05% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,642 | $431.1K | 0.07% | +17+0.6% | Added |
| Global Assets Advisory, LLC | 2,608 | $431.3K | 0.44% | +376+16.8% | Added |
| Hohimer Wealth Management, LLC | 2,650 | $432.4K | 0.13% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,650 | $432.4K | 0.24% | +200+8.2% | Added |
| KMG Fiduciary Partners, LLC | 2,653 | $432.9K | 0.06% | −18−0.7% | Reduced |
| KRS Capital Management, LLC | 2,657 | $433.5K | 0.49% | +4+0.2% | Added |
| Gs Investments, Inc. | 2,675 | $436.5K | 0.25% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,679 | $437.1K | 0.04% | +31+1.2% | Added |
| Alaethes Wealth LLC | 2,684 | $437.9K | 0.26% | +22+0.8% | Added |
| Joel Isaacson & Co., LLC | 2,694 | $439.6K | 0.03% | −244−8.3% | Reduced |
| Simmons Bank | 2,695 | $439.7K | 0.04% | +300+12.5% | Added |
| Zullo Investment Group, Inc. | 2,696 | $440.0K | 0.27% | −104−3.7% | Reduced |
| Court Place Advisors, LLC | 2,703 | $441.0K | 0.16% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,704 | $441.2K | 0.01% | +851+45.9% | Added |
| Atwood & Palmer Inc | 2,707 | $441.7K | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,709 | $442.0K | 0.02% | +2,709 | New |
| Conning Inc. | 2,712 | $442.5K | 0.01% | −151−5.3% | Reduced |
| David Loasby | 2,711 | $443.7K | 0.05% | +2,711 | New |
| Marble Harbor Investment Counsel, LLC | 2,723 | $444.3K | 0.06% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 2,733 | $445.9K | 0.10% | −498−15.4% | Reduced |
| Nwam LLC | 2,739 | $447.1K | 0.05% | +341+14.2% | Added |
| Herold Advisors, Inc. | 2,746 | $448.1K | 0.15% | −11,027−80.1% | Reduced |
| SlateStone Wealth, LLC | 2,751 | $449.0K | 0.09% | −157−5.4% | Reduced |
| Peoples Financial Services Corp. | 2,754 | $449.4K | 0.21% | +170+6.6% | Added |
| Tobam | 2,759 | $450.0K | 0.03% | −225−7.5% | Reduced |
| Ifrah Financial Services, Inc. | 2,758 | $450.0K | 0.14% | −472−14.6% | Reduced |
| International Assets Investment Management, LLC | 2,766 | $451.4K | 0.07% | −4,869−63.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,774 | $452.0K | 0.17% | −11−0.4% | Reduced |
| Sowell Financial Services LLC | 2,800 | $457.0K | 0.04% | −8,407−75.0% | Reduced |
| Csenge Advisory Group | 2,807 | $458.0K | 0.03% | −70−2.4% | Reduced |
| Redwood Investments, LLC | 2,814 | $459.2K | 0.06% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,829 | $461.7K | 0.14% | −322−10.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,852 | $465.4K | 0.14% | −72−2.5% | Reduced |
| Fiera Capital Corp | 2,860 | $466.7K | 0.00% | −1,025−26.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,860 | $466.7K | 0.05% | −42−1.4% | Reduced |
| Clearview Wealth Advisors LLC | 2,864 | $467.4K | 0.47% | −1,218−29.8% | Reduced |
| Edge Capital Group, LLC | 2,866 | $467.6K | 0.03% | −1,433−33.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,875 | $469.1K | 0.18% | +99+3.6% | Added |
| Perigon Wealth Management, LLC | 2,883 | $470.4K | 0.03% | +103+3.7% | Added |
| Archford Capital Strategies, LLC | 2,893 | $471.1K | 0.10% | −37−1.3% | Reduced |
| Chicago Trust Co NA | 2,893 | $472.0K | 0.12% | −1,064−26.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,898 | $472.9K | 0.17% | +19+0.7% | Added |
| Xcel Wealth Management, LLC | 2,900 | $473.2K | 0.17% | +145+5.3% | Added |
| Forza Wealth Management, LLC | 2,902 | $473.5K | 0.24% | +521+21.9% | Added |
| Primoris Wealth Advisors, LLC | 2,908 | $474.5K | 0.58% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 2,917 | $475.9K | 0.25% | +13+0.4% | Added |
| TrinityPoint Wealth, LLC | 2,926 | $477.5K | 0.10% | +1,381+89.4% | Added |
| Mechanics Financial Corp | 2,930 | $478.1K | 0.28% | 00.0% | Unchanged |