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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 5,414 | $883.4K | 0.07% | +225+4.3% | Added |
| SOL Capital Management CO | 5,450 | $889.3K | 0.15% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 5,476 | $893.5K | 0.29% | +5,476 | New |
| Gotham Asset Management, LLC | 5,488 | $895.5K | 0.02% | −22,921−80.7% | Reduced |
| Financial Network Wealth Management LLC | 5,525 | $901.5K | 0.45% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,529 | $902.2K | 0.06% | +126+2.3% | Added |
| McDonald Partners LLC | 5,533 | $902.9K | 0.29% | −812−12.8% | Reduced |
| Mengis Capital Management, Inc. | 5,547 | $905.2K | 0.19% | +52+0.9% | Added |
| Qtron Investments LLC | 5,550 | $905.6K | 0.19% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,553 | $906.0K | 0.05% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 5,573 | $909.3K | 0.47% | +125+2.3% | Added |
| Kovack Advisors, Inc. | 5,592 | $912.5K | 0.12% | +6+0.1% | Added |
| TCM Advisors, LLC | – | $913.8K | 0.83% | – | – |
| Fisher Asset Management, LLC | 5,611 | $915.6K | 0.00% | +871+18.4% | Added |
| LS Investment Advisors, LLC | 5,622 | $917.3K | 0.17% | +3,110+123.8% | Added |
| Quadrant Capital Group LLC | 5,623 | $917.5K | 0.10% | +1,223+27.8% | Added |
| Rehmann Capital Advisory Group | 5,636 | $919.7K | 0.09% | −39−0.7% | Reduced |
| FDx Advisors, Inc. | 5,870 | $921.0K | 0.04% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,680 | $926.8K | 0.04% | +476+9.1% | Added |
| Norris Perne & French LLP | 5,740 | $936.7K | 0.09% | +15+0.3% | Added |
| LMG Wealth Partners, LLC | 5,741 | $936.8K | 0.30% | +520+10.0% | Added |
| IHT Wealth Management, LLC | 5,772 | $941.8K | 0.05% | +415+7.7% | Added |
| Capital Planning LLC | 5,800 | $946.4K | 0.39% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,804 | $947.0K | 0.08% | +345+6.3% | Added |
| Virtus ETF Advisers LLC | 5,813 | $948.5K | 0.52% | +5,813 | New |
| Westover Capital Advisors, LLC | 5,832 | $951.6K | 0.35% | −11−0.2% | Reduced |
| Rosenbaum Jay D. | 5,851 | $954.7K | 1.76% | +549+10.4% | Added |
| HBK Sorce Advisory LLC | 5,870 | $957.8K | 0.04% | −5,048−46.2% | Reduced |
| Arkadios Wealth Advisors | 5,879 | $959.2K | 0.11% | −10.0% | Reduced |
| Financial Advisory Service, Inc. | 5,885 | $960.3K | 0.10% | +9+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,907 | $963.8K | 0.04% | +334+6.0% | Added |
| Capital Investment Advisory Services, LLC | 5,911 | $964.5K | 0.11% | −1,223−17.1% | Reduced |
| Welch Group, LLC | 5,925 | $966.8K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 5,927 | $967.1K | 0.15% | −371−5.9% | Reduced |
| Detalus Advisors, LLC | 5,942 | $969.5K | 0.46% | −107−1.8% | Reduced |
| First Pacific Financial | 5,958 | $972.2K | 0.45% | −81−1.3% | Reduced |
| Merit Financial Group, LLC | 5,997 | $978.6K | 0.04% | +94+1.6% | Added |
| Cobblestone Capital Advisors LLC | 6,004 | $979.7K | 0.07% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,009 | $980.5K | 0.06% | −45−0.7% | Reduced |
| Confluence Wealth Services, Inc. | 6,017 | $981.8K | 0.23% | +109+1.8% | Added |
| Wedbush Securities Inc | 6,022 | $983.0K | 0.05% | +247+4.3% | Added |
| Whittier Trust Co of Nevada Inc | 6,043 | $986.0K | 0.04% | −5−0.1% | Reduced |
| Venture Visionary Partners LLC | 6,050 | $987.1K | 0.06% | +111+1.9% | Added |
| Titleist Asset Management, LLC | 6,074 | $991.2K | 0.21% | +6,074 | New |
| Graypoint LLC | 6,080 | $992.1K | 0.11% | +1,355+28.7% | Added |
| Welch & Forbes LLC | 6,082 | $992.4K | 0.02% | +440+7.8% | Added |
| Symmetry Partners, LLC | 6,105 | $996.0K | 0.05% | +884+16.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,108 | $996.6K | 0.62% | +10.0% | Added |
| Mainstay Capital Management LLC | 6,151 | $1.00M | 0.20% | −450−6.8% | Reduced |
| Western Wealth Management, LLC | 6,155 | $1.00M | 0.09% | −13−0.2% | Reduced |
| Caldwell Trust Co | 6,195 | $1.01M | 0.14% | +436+7.6% | Added |
| Caxton Associates LP | 6,213 | $1.01M | 0.16% | +6,213 | New |
| CM Wealth Advisors LLC | 6,200 | $1.01M | 0.20% | +6,200 | New |
| Meeder Asset Management Inc | 6,264 | $1.02M | 0.08% | −10,053−61.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,326 | $1.03M | 0.16% | +91+1.5% | Added |
| Cim Investment Mangement Inc | 6,335 | $1.03M | 0.38% | +6,335 | New |
| VeraBank, N.A. | 6,340 | $1.03M | 0.48% | −44−0.7% | Reduced |
| Quantitative Investment Management, LLC | 6,348 | $1.03M | 0.22% | +6,348 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 6,409 | $1.04M | 0.99% | +252+4.1% | Added |
| Boyar Asset Management Inc. | 6,361 | $1.04M | 0.80% | −80−1.2% | Reduced |
| Ameritas Advisory Services, LLC | 6,355 | $1.04M | 0.05% | −2,973−31.9% | Reduced |
| Meeder Advisory Services, Inc. | 6,390 | $1.04M | 0.12% | −555−8.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.05M | 0.14% | 00.0% | Unchanged |
| L.M. Kohn & Company | 6,435 | $1.05M | 0.44% | −178−2.7% | Reduced |
| AIA Group Ltd | 6,455 | $1.05M | 0.06% | −1,034−13.8% | Reduced |
| Horizon Investments, LLC | 6,483 | $1.06M | 0.03% | +680+11.7% | Added |
| IVC Wealth Advisors LLC | 6,485 | $1.06M | 0.75% | −99−1.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,489 | $1.06M | 0.11% | +21+0.3% | Added |
| Arden Trust Co | 6,507 | $1.06M | 0.19% | −1,366−17.4% | Reduced |
| Coldstream Capital Management Inc | 6,523 | $1.06M | 0.04% | −160−2.4% | Reduced |
| SG Americas Securities, LLC | 6,563 | $1.07M | 0.01% | +3,518+115.5% | Added |
| Prospera Financial Services Inc | 6,646 | $1.09M | 0.04% | +2,025+43.8% | Added |
| Buckingham Strategic Wealth, LLC | 6,936 | $1.09M | 0.02% | 00.0% | Unchanged |
| First National Advisers, LLC | 6,681 | $1.09M | 1.24% | +319+5.0% | Added |
| Wedgewood Investors Inc | 6,700 | $1.09M | 1.43% | −200−2.9% | Reduced |
| FourThought Financial Partners, LLC | 6,700 | $1.09M | 0.15% | −139−2.0% | Reduced |
| Checchi Capital Advisers, LLC | 6,720 | $1.10M | 0.11% | −201−2.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,743 | $1.10M | 0.10% | −166−2.4% | Reduced |
| Banco Santander, S.A. | 6,747 | $1.10M | 0.02% | +6,747 | New |
| MBM Wealth Consultants, LLC | 6,238 | $1.11M | 0.47% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 6,788 | $1.11M | 0.54% | −511−7.0% | Reduced |
| Evercore Wealth Management, LLC | 6,847 | $1.12M | 0.02% | −4−0.1% | Reduced |
| Legacy Bridge, LLC | 6,875 | $1.12M | 0.78% | +6,835+17,087.5% | Added |
| Oppenheimer Asset Management Inc. | 6,941 | $1.13M | 0.02% | +290+4.4% | Added |
| MQS Management LLC | 6,970 | $1.14M | 0.73% | +6,970 | New |
| GPS Wealth Strategies Group, LLC | 6,986 | $1.14M | 0.24% | −11,945−63.1% | Reduced |
| First Hawaiian Bank | 6,989 | $1.14M | 0.04% | −139−2.0% | Reduced |
| Stiles Financial Services Inc | 6,999 | $1.14M | 0.61% | +17+0.2% | Added |
| Stokes Family Office, LLC | 7,074 | $1.15M | 0.14% | +1,604+29.3% | Added |
| JT Stratford LLC | 7,085 | $1.16M | 0.33% | −3,926−35.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,164 | $1.17M | 0.08% | +889+14.2% | Added |
| TCWP LLC | 7,191 | $1.17M | 0.22% | +24+0.3% | Added |
| Ballentine Partners, LLC | 7,237 | $1.18M | 0.03% | +3,252+81.6% | Added |
| Consolidated Portfolio Review Corp | 7,245 | $1.18M | 0.32% | +7,245 | New |
| Ignite Planners, LLC | 7,297 | $1.18M | 0.49% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 7,265 | $1.19M | 0.07% | +268+3.8% | Added |
| Busey Wealth Management | 7,291 | $1.19M | 0.05% | −20.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,295 | $1.19M | 0.14% | −1,894−20.6% | Reduced |
| Luts & Greenleigh Group, Inc | 7,302 | $1.19M | 1.51% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 7,318 | $1.19M | 0.41% | 00.0% | Unchanged |