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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 3,850 | $628.2K | 0.17% | +2,550+196.2% | Added |
| BKD Wealth Advisors, LLC | 3,856 | $629.2K | 0.02% | −26−0.7% | Reduced |
| Moloney Securities Asset Management, LLC | 3,869 | $631.3K | 0.12% | −3,883−50.1% | Reduced |
| Notis-McConarty Edward | 3,900 | $636.4K | 0.25% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,935 | $642.0K | 0.04% | −34−0.9% | Reduced |
| Financial Advocates Investment Management | 3,936 | $642.3K | 0.05% | −93−2.3% | Reduced |
| Equitable Trust Co | 3,947 | $644.0K | 0.05% | −19−0.5% | Reduced |
| Regatta Capital Group, LLC | 4,113 | $645.2K | 0.23% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,971 | $647.9K | 0.04% | −35−0.9% | Reduced |
| XML Financial, LLC | 4,000 | $652.7K | 0.08% | +10.0% | Added |
| NewEdge Wealth, LLC | 4,012 | $654.7K | 0.02% | +169+4.4% | Added |
| Fukoku Mutual Life Insurance Co | 4,015 | $655.1K | 0.06% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,025 | $656.8K | 0.49% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,054 | $661.4K | 0.05% | −29−0.7% | Reduced |
| Tradewinds, LLC. | 4,061 | $662.7K | 0.40% | +4,061 | New |
| Profund Advisors LLC | 4,077 | $665.2K | 0.04% | +254+6.6% | Added |
| CSM Advisors, LLC | 4,119 | $672.0K | 0.06% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 4,119 | $672.0K | 0.14% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,129 | $673.7K | 0.11% | −72−1.7% | Reduced |
| RW Investment Management LLC | 4,144 | $676.2K | 0.19% | −146−3.4% | Reduced |
| Tributary Capital Management, LLC | 4,155 | $678.0K | 0.06% | −50−1.2% | Reduced |
| One Capital Management, LLC | 4,170 | $680.4K | 0.03% | −946−18.5% | Reduced |
| Principal Street Partners, LLC | 4,174 | $681.1K | 0.17% | −246−5.6% | Reduced |
| Country Club Bank | 4,231 | $683.4K | 0.06% | −20.0% | Reduced |
| J.W. Cole Advisors, Inc. | 4,191 | $683.9K | 0.05% | +7+0.2% | Added |
| Independence Bank of Kentucky | 4,192 | $684.0K | 0.30% | −90−2.1% | Reduced |
| HBK Investments L P | 4,202 | $685.6K | 0.02% | +4,202 | New |
| Community Bank, N.A. | 4,212 | $687.3K | 0.09% | +30+0.7% | Added |
| Winton Group Ltd | 4,225 | $689.4K | 0.04% | +2,094+98.3% | Added |
| HM Payson & Co | 4,225 | $689.4K | 0.02% | +364+9.4% | Added |
| Worldquant Millennium Advisors LLC | 4,245 | $693.0K | 0.01% | −31,554−88.1% | Reduced |
| Brighton Jones LLC | 4,248 | $693.1K | 0.04% | +1,542+57.0% | Added |
| Founders Financial Alliance, LLC | 4,202 | $693.5K | 0.35% | −54−1.3% | Reduced |
| Cypress Asset Management Inc | 4,256 | $694.5K | 0.24% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 4,260 | $695.1K | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,290 | $699.9K | 0.09% | −78−1.8% | Reduced |
| Piscataqua Savings Bank | 4,313 | $703.7K | 0.60% | +1,402+48.2% | Added |
| Live Oak Investment Partners | – | $704.4K | 0.62% | – | – |
| Wulff, Hansen & Co. | 4,318 | $704.6K | 0.80% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,320 | $704.9K | 0.02% | +406+10.4% | Added |
| Avantax Planning Partners, Inc. | 4,329 | $706.4K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4,342 | $708.5K | 0.31% | +1,206+38.5% | Added |
| Fulton Bank, N.A. | 4,349 | $709.6K | 0.04% | −125−2.8% | Reduced |
| Jeppson Wealth Management, LLC | 4,352 | $710.1K | 0.31% | −520−10.7% | Reduced |
| Werlinich Asset Management, LLC | 4,370 | $713.1K | 0.63% | +4,370 | New |
| Wealth Enhancement & Preservation of GA, LLC | 4,375 | $713.8K | 0.86% | +547+14.3% | Added |
| Stony Point Wealth Management Inc. | 4,375 | $713.9K | 0.37% | −3,283−42.9% | Reduced |
| Axq Capital, LP | 4,400 | $717.9K | 0.29% | +4,400 | New |
| Gateway Wealth Partners, LLC | 4,415 | $720.3K | 0.11% | +334+8.2% | Added |
| Clare Market Investments LLC | 4,420 | $721.2K | 0.30% | −154−3.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,438 | $724.1K | 0.15% | +3,062+222.5% | Added |
| Beta Wealth Group, Inc. | 4,460 | $727.7K | 0.42% | +134+3.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,462 | $728.1K | 0.17% | −256−5.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,470 | $730.0K | 0.10% | +207+4.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,488 | $732.3K | 0.06% | +1,164+35.0% | Added |
| Bank Ozk | 4,495 | $733.4K | 0.36% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 4,499 | $734.1K | 0.05% | +84+1.9% | Added |
| Options Solutions, LLC | 4,500 | $734.3K | 0.84% | +4,500 | New |
| Sanders Morris Harris LLC | 4,542 | $741.1K | 0.26% | −500−9.9% | Reduced |
| J. W. Coons Advisors, LLC | 4,550 | $742.4K | 0.21% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,551 | $742.6K | 0.01% | −907−16.6% | Reduced |
| CWA Asset Management Group, LLC | 4,553 | $743.0K | 0.06% | −1,063−18.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,555 | $743.2K | 0.10% | +350+8.3% | Added |
| Ameritas Investment Partners, Inc. | 4,564 | $744.8K | 0.03% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 4,591 | $749.1K | 0.02% | +68+1.5% | Added |
| IMS Capital Management | 4,596 | $749.9K | 0.45% | +4+0.1% | Added |
| Daymark Wealth Partners, LLC | 4,603 | $751.1K | 0.10% | +3,232+235.7% | Added |
| Unique Wealth, LLC | 4,612 | $752.5K | 0.36% | −5−0.1% | Reduced |
| Dempze Nancy E | 4,625 | $754.7K | 0.69% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,660 | $760.0K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 4,657 | $760.0K | 0.26% | 00.0% | Unchanged |
| STAR Financial Bank | 4,658 | $760.0K | 0.74% | 00.0% | Unchanged |
| Point72 Middle East FZE | 4,661 | $760.5K | 0.04% | −14,244−75.3% | Reduced |
| High Net Worth Advisory Group LLC | 4,702 | $767.2K | 0.31% | −450−8.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,791 | $781.7K | 0.57% | 00.0% | Unchanged |
| EHP Funds Inc. | 4,800 | $783.2K | 0.17% | −19,140−79.9% | Reduced |
| Montecito Bank & Trust | 4,816 | $785.8K | 0.19% | +461+10.6% | Added |
| Donoghue Forlines LLC | 4,861 | $793.2K | 0.29% | −97−2.0% | Reduced |
| Coastal Investment Advisors, Inc. | 4,881 | $796.4K | 0.19% | −829−14.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,917 | $802.3K | 0.06% | +7+0.1% | Added |
| Castle Rock Wealth Management, LLC | 4,738 | $802.8K | 0.29% | −381−7.4% | Reduced |
| Cigna Investments Inc | 4,922 | $803.0K | 0.16% | −94−1.9% | Reduced |
| MidWestOne Financial Group, Inc. | 4,936 | $805.2K | 0.18% | +424+9.4% | Added |
| Founders Financial Securities LLC | 4,943 | $806.5K | 0.12% | +285+6.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,949 | $808.0K | 0.31% | −240−4.6% | Reduced |
| Balentine LLC | 4,992 | $814.5K | 0.03% | −4,367−46.7% | Reduced |
| Cresset Asset Management, LLC | 4,996 | $815.2K | 0.02% | −1,485−22.9% | Reduced |
| Barbara Oil Co. | 5,000 | $815.9K | 0.39% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,000 | $815.9K | 0.15% | −44−0.9% | Reduced |
| RDA Financial Network | 5,021 | $819.3K | 0.37% | +178+3.7% | Added |
| Mayflower Financial Advisors, LLC | 5,029 | $820.6K | 0.11% | +41+0.8% | Added |
| Strategic Blueprint, LLC | 5,114 | $834.5K | 0.09% | −46−0.9% | Reduced |
| Moneta Group Investment Advisors LLC | 5,128 | $836.8K | 0.02% | +623+13.8% | Added |
| Essex Financial Services, Inc. | 5,133 | $837.6K | 0.09% | −713−12.2% | Reduced |
| LMCG Investments, LLC | 5,205 | $849.3K | 0.06% | +875+20.2% | Added |
| Mainsail Financial Group, LLC | 5,164 | $852.1K | 0.83% | +107+2.1% | Added |
| Great Lakes Advisors, LLC | 5,230 | $853.4K | 0.01% | +71+1.4% | Added |
| RSM US Wealth Management LLC | 5,242 | $855.3K | 0.03% | +888+20.4% | Added |
| Fca Corp | 5,335 | $870.5K | 0.33% | +903+20.4% | Added |
| Silvercrest Asset Management Group LLC | 5,362 | $874.9K | 0.01% | 00.0% | Unchanged |