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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 2,942 | $480.0K | 0.14% | −36−1.2% | Reduced |
| First Manhattan Co | 2,959 | $482.8K | 0.00% | +770+35.2% | Added |
| Sawyer & Company, Inc | 2,980 | $484.0K | 0.26% | −45−1.5% | Reduced |
| CMG Global Holdings, LLC | 2,974 | $485.3K | 0.44% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,988 | $487.6K | 0.09% | +228+8.3% | Added |
| AFS Financial Group, LLC | 2,990 | $487.8K | 0.33% | +70+2.4% | Added |
| Good Life Advisors, LLC | 2,994 | $488.7K | 0.06% | +40+1.4% | Added |
| Univest Financial Corp | 2,998 | $489.2K | 0.15% | +80+2.7% | Added |
| Rbo & Co LLC | 3,000 | $489.5K | 0.09% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,028 | $494.1K | 0.06% | +71+2.4% | Added |
| Johnson Financial Group, Inc. | 3,043 | $496.5K | 0.04% | −246−7.5% | Reduced |
| Bessemer Securities LLC | 3,061 | $499.0K | 0.23% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,062 | $499.8K | 0.22% | +4+0.1% | Added |
| Morton Capital Management LLC | 3,064 | $500.0K | 0.18% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,189 | $500.0K | 0.01% | −303−8.7% | Reduced |
| Geneva Partners, LLC | 3,065 | $500.1K | 0.43% | −330−9.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,070 | $500.9K | 0.12% | −520−14.5% | Reduced |
| Dividend Assets Capital, LLC | 3,208 | $503.0K | 0.11% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,083 | $503.1K | 0.05% | +60+2.0% | Added |
| Boston Research & Management Inc | 3,090 | $504.0K | 0.15% | 00.0% | Unchanged |
| Granite FO LLC | 3,040 | $504.8K | 0.31% | +3,040 | New |
| Cozad Asset Management Inc | 3,098 | $505.5K | 0.07% | −42−1.3% | Reduced |
| Tradition Wealth Management, LLC | 3,111 | $508.0K | 0.06% | +1,918+160.8% | Added |
| Legacy Capital Group California, Inc. | 3,114 | $508.1K | 0.25% | +3,114 | New |
| Stonnington Group, LLC | 3,050 | $508.9K | 0.13% | −200−6.2% | Reduced |
| Avidian Wealth Solutions, LLC | 3,125 | $510.0K | 0.03% | −369−10.6% | Reduced |
| Oakworth Capital, Inc. | 3,128 | $510.4K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,135 | $511.5K | 0.05% | −13−0.4% | Reduced |
| Choate Investment Advisors | 3,152 | $514.3K | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 3,155 | $514.8K | 0.07% | −169−5.1% | Reduced |
| First Foundation Advisors | 3,164 | $516.3K | 0.02% | +6+0.2% | Added |
| Eldridge Investment Advisors, Inc. | 3,170 | $517.0K | 0.18% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,078 | $518.4K | 0.22% | +3,078 | New |
| PFG Investments, LLC | 3,179 | $518.8K | 0.11% | +3,179 | New |
| NatWest Group plc | 3,181 | $519.0K | 0.28% | −52−1.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,182 | $519.2K | 0.11% | −8−0.3% | Reduced |
| Meyer Handelman Co | 3,200 | $522.1K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,210 | $523.8K | 0.15% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,222 | $525.7K | 0.51% | −645−16.7% | Reduced |
| Clearstead Advisors, LLC | 3,223 | $525.9K | 0.04% | −228−6.6% | Reduced |
| 9258 Wealth Management, LLC | 3,240 | $528.7K | 0.11% | −13−0.4% | Reduced |
| Bryn Mawr Trust Co | 3,240 | $529.0K | 0.02% | −481−12.9% | Reduced |
| Shepherd Financial Partners LLC | 3,250 | $530.3K | 0.09% | +10.0% | Added |
| Teza Capital Management LLC | 3,279 | $535.0K | 0.12% | −830−20.2% | Reduced |
| Schechter Investment Advisors, LLC | 3,297 | $538.0K | 0.05% | +39+1.2% | Added |
| Wealth Quarterback LLC | 3,307 | $539.6K | 0.46% | +3,307 | New |
| Great Lakes Retirement, Inc. | 3,341 | $545.1K | 0.10% | +3,341 | New |
| Thomasville National Bank | 3,355 | $547.4K | 0.06% | +58+1.8% | Added |
| BCJ Capital Management, LLC | 3,359 | $548.1K | 0.05% | +1,435+74.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,359 | $548.1K | 0.02% | +393+13.3% | Added |
| CAPROCK Group, Inc. | 3,371 | $550.1K | 0.04% | +487+16.9% | Added |
| Madison Asset Management, LLC | 3,381 | $551.7K | 0.01% | −443−11.6% | Reduced |
| Mirova US LLC | 3,401 | $554.9K | 0.01% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,405 | $555.6K | 0.09% | 00.0% | Unchanged |
| Jennison Associates LLC | 3,418 | $557.7K | 0.00% | −770−18.4% | Reduced |
| KWB Wealth | 3,557 | $558.1K | 0.10% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,437 | $560.8K | 0.01% | +57+1.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,479 | $562.0K | 0.15% | +148+4.4% | Added |
| Hyman Charles D | 3,456 | $564.0K | 0.04% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,482 | $568.0K | 0.01% | +130+3.9% | Added |
| Gyroscope Capital Management Group, LLC | 3,482 | $568.2K | 0.14% | +70+2.1% | Added |
| RFG Advisory, LLC | 3,494 | $570.2K | 0.03% | −227−6.1% | Reduced |
| McDaniel Terry & Co | 3,500 | $571.0K | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,510 | $573.0K | 0.05% | −217−5.8% | Reduced |
| Successful Portfolios LLC | 3,513 | $573.2K | 0.36% | −2−0.1% | Reduced |
| Buckingham Strategic Partners | 3,518 | $574.1K | 0.04% | +1,202+51.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,560 | $575.0K | 0.33% | +460+14.8% | Added |
| Kades & Cheifetz LLC | 3,533 | $576.5K | 0.45% | +6+0.2% | Added |
| Wesbanco Bank Inc | 3,541 | $578.0K | 0.03% | +60+1.7% | Added |
| Transcend Wealth Collective, LLC | 3,548 | $579.0K | 0.06% | +900+34.0% | Added |
| Verus Capital Partners, LLC | 3,569 | $582.4K | 0.09% | +360+11.2% | Added |
| Wedmont Private Capital | 3,594 | $583.2K | 0.08% | +392+12.2% | Added |
| King Wealth | 3,590 | $586.0K | 0.13% | +2+0.1% | Added |
| Resources Investment Advisors, LLC. | 3,607 | $588.6K | 0.01% | +695+23.9% | Added |
| Kathmere Capital Management, LLC | 3,618 | $590.4K | 0.10% | +1,309+56.7% | Added |
| Mark Stevens | 3,619 | $590.5K | 0.08% | −148−3.9% | Reduced |
| Symphony Financial, Ltd. Co. | 3,665 | $592.1K | 0.15% | −59−1.6% | Reduced |
| Alliance Wealth Advisors, LLC | 3,635 | $593.1K | 0.44% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 3,631 | $594.4K | 0.24% | −1,176−24.5% | Reduced |
| Clarius Group, LLC | 3,645 | $594.8K | 0.05% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3,679 | $600.3K | 0.76% | −12,961−77.9% | Reduced |
| Steel Peak Wealth Management LLC | 3,685 | $601.3K | 0.04% | −12−0.3% | Reduced |
| Spinnaker Trust | 3,689 | $601.9K | 0.05% | −5,150−58.3% | Reduced |
| Bluesphere Advisors, LLC | 3,696 | $603.1K | 0.50% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 3,710 | $605.4K | 0.07% | −51−1.4% | Reduced |
| Smith, Moore & Co. | 3,716 | $606.3K | 0.08% | +26+0.7% | Added |
| Orleans Capital Management Corp | 3,717 | $606.5K | 0.45% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 3,737 | $610.0K | 0.46% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,743 | $610.7K | 0.03% | −662−15.0% | Reduced |
| Kennedy Investment Group | 3,747 | $611.4K | 0.37% | +112+3.1% | Added |
| Mill Creek Capital Advisors, LLC | 3,749 | $611.7K | 0.02% | −22−0.6% | Reduced |
| Richwood Investment Advisors, LLC | 3,772 | $615.6K | 0.61% | −10.0% | Reduced |
| Boothbay Fund Management, LLC | 3,787 | $617.9K | 0.02% | −336−8.1% | Reduced |
| SL Advisors, LLC | 3,787 | $617.9K | 1.32% | −170−4.3% | Reduced |
| First National Bank of Hutchinson | 3,798 | $619.7K | 0.49% | +200+5.6% | Added |
| Tandem Capital Management Corp | 3,825 | $624.1K | 0.44% | +3,825 | New |
| MONECO Advisors, LLC | 3,825 | $624.2K | 0.18% | +165+4.5% | Added |
| Nikulski Financial, Inc. | 3,834 | $625.6K | 0.28% | −21−0.5% | Reduced |
| Advisory Alpha, LLC | 3,849 | $628.0K | 0.04% | +10.0% | Added |
| Silver Oak Securities, Inc | 3,850 | $628.0K | 0.10% | +2,007+108.9% | Added |