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; 2,380 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| First Pacific Financial | 5,958 | $972.2K | 0.45% | −81−1.3% | Reduced |
| Detalus Advisors, LLC | 5,942 | $969.5K | 0.46% | −107−1.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,927 | $967.1K | 0.15% | −371−5.9% | Reduced |
| Welch Group, LLC | 5,925 | $966.8K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,911 | $964.5K | 0.11% | −1,223−17.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,907 | $963.8K | 0.04% | +334+6.0% | Added |
| Financial Advisory Service, Inc. | 5,885 | $960.3K | 0.10% | +9+0.2% | Added |
| Arkadios Wealth Advisors | 5,879 | $959.2K | 0.11% | −10.0% | Reduced |
| HBK Sorce Advisory LLC | 5,870 | $957.8K | 0.04% | −5,048−46.2% | Reduced |
| Rosenbaum Jay D. | 5,851 | $954.7K | 1.76% | +549+10.4% | Added |
| Westover Capital Advisors, LLC | 5,832 | $951.6K | 0.35% | −11−0.2% | Reduced |
| Virtus ETF Advisers LLC | 5,813 | $948.5K | 0.52% | +5,813 | New |
| Moody National Bank Trust Division | 5,804 | $947.0K | 0.08% | +345+6.3% | Added |
| Capital Planning LLC | 5,800 | $946.4K | 0.39% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,772 | $941.8K | 0.05% | +415+7.7% | Added |
| LMG Wealth Partners, LLC | 5,741 | $936.8K | 0.30% | +520+10.0% | Added |
| Norris Perne & French LLP | 5,740 | $936.7K | 0.09% | +15+0.3% | Added |
| Boston Financial Mangement LLC | 5,680 | $926.8K | 0.04% | +476+9.1% | Added |
| FDx Advisors, Inc. | 5,870 | $921.0K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,636 | $919.7K | 0.09% | −39−0.7% | Reduced |
| Quadrant Capital Group LLC | 5,623 | $917.5K | 0.10% | +1,223+27.8% | Added |
| LS Investment Advisors, LLC | 5,622 | $917.3K | 0.17% | +3,110+123.8% | Added |
| Fisher Asset Management, LLC | 5,611 | $915.6K | 0.00% | +871+18.4% | Added |
| TCM Advisors, LLC | – | $913.8K | 0.83% | – | – |
| Kovack Advisors, Inc. | 5,592 | $912.5K | 0.12% | +6+0.1% | Added |
| MTM Investment Management, LLC | 5,573 | $909.3K | 0.47% | +125+2.3% | Added |
| Chicago Capital, LLC | 5,553 | $906.0K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,550 | $905.6K | 0.19% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 5,547 | $905.2K | 0.19% | +52+0.9% | Added |
| McDonald Partners LLC | 5,533 | $902.9K | 0.29% | −812−12.8% | Reduced |
| Gladstone Institutional Advisory LLC | 5,529 | $902.2K | 0.06% | +126+2.3% | Added |
| Financial Network Wealth Management LLC | 5,525 | $901.5K | 0.45% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,488 | $895.5K | 0.02% | −22,921−80.7% | Reduced |
| Fox Run Management, L.L.C. | 5,476 | $893.5K | 0.29% | +5,476 | New |
| SOL Capital Management CO | 5,450 | $889.3K | 0.15% | 00.0% | Unchanged |
| Proequities, Inc. | 5,414 | $883.4K | 0.07% | +225+4.3% | Added |
| Silvercrest Asset Management Group LLC | 5,362 | $874.9K | 0.01% | 00.0% | Unchanged |
| Fca Corp | 5,335 | $870.5K | 0.33% | +903+20.4% | Added |
| RSM US Wealth Management LLC | 5,242 | $855.3K | 0.03% | +888+20.4% | Added |
| Great Lakes Advisors, LLC | 5,230 | $853.4K | 0.01% | +71+1.4% | Added |
| Mainsail Financial Group, LLC | 5,164 | $852.1K | 0.83% | +107+2.1% | Added |
| LMCG Investments, LLC | 5,205 | $849.3K | 0.06% | +875+20.2% | Added |
| Essex Financial Services, Inc. | 5,133 | $837.6K | 0.09% | −713−12.2% | Reduced |
| Moneta Group Investment Advisors LLC | 5,128 | $836.8K | 0.02% | +623+13.8% | Added |
| Strategic Blueprint, LLC | 5,114 | $834.5K | 0.09% | −46−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 5,029 | $820.6K | 0.11% | +41+0.8% | Added |
| RDA Financial Network | 5,021 | $819.3K | 0.37% | +178+3.7% | Added |
| Clear Creek Financial Management, LLC | 5,000 | $815.9K | 0.15% | −44−0.9% | Reduced |
| Barbara Oil Co. | 5,000 | $815.9K | 0.39% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,996 | $815.2K | 0.02% | −1,485−22.9% | Reduced |
| Balentine LLC | 4,992 | $814.5K | 0.03% | −4,367−46.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,949 | $808.0K | 0.31% | −240−4.6% | Reduced |
| Founders Financial Securities LLC | 4,943 | $806.5K | 0.12% | +285+6.1% | Added |
| MidWestOne Financial Group, Inc. | 4,936 | $805.2K | 0.18% | +424+9.4% | Added |
| Cigna Investments Inc | 4,922 | $803.0K | 0.16% | −94−1.9% | Reduced |
| Castle Rock Wealth Management, LLC | 4,738 | $802.8K | 0.29% | −381−7.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,917 | $802.3K | 0.06% | +7+0.1% | Added |
| Coastal Investment Advisors, Inc. | 4,881 | $796.4K | 0.19% | −829−14.5% | Reduced |
| Donoghue Forlines LLC | 4,861 | $793.2K | 0.29% | −97−2.0% | Reduced |
| Montecito Bank & Trust | 4,816 | $785.8K | 0.19% | +461+10.6% | Added |
| EHP Funds Inc. | 4,800 | $783.2K | 0.17% | −19,140−79.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,791 | $781.7K | 0.57% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,702 | $767.2K | 0.31% | −450−8.7% | Reduced |
| Point72 Middle East FZE | 4,661 | $760.5K | 0.04% | −14,244−75.3% | Reduced |
| STAR Financial Bank | 4,658 | $760.0K | 0.74% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 4,657 | $760.0K | 0.26% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,660 | $760.0K | 0.03% | 00.0% | Unchanged |
| Dempze Nancy E | 4,625 | $754.7K | 0.69% | 00.0% | Unchanged |
| Unique Wealth, LLC | 4,612 | $752.5K | 0.36% | −5−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 4,603 | $751.1K | 0.10% | +3,232+235.7% | Added |
| IMS Capital Management | 4,596 | $749.9K | 0.45% | +4+0.1% | Added |
| ETF Managers Group, LLC | 4,591 | $749.1K | 0.02% | +68+1.5% | Added |
| Ameritas Investment Partners, Inc. | 4,564 | $744.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,555 | $743.2K | 0.10% | +350+8.3% | Added |
| CWA Asset Management Group, LLC | 4,553 | $743.0K | 0.06% | −1,063−18.9% | Reduced |
| Wealthspire Advisors, LLC | 4,551 | $742.6K | 0.01% | −907−16.6% | Reduced |
| J. W. Coons Advisors, LLC | 4,550 | $742.4K | 0.21% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,542 | $741.1K | 0.26% | −500−9.9% | Reduced |
| Options Solutions, LLC | 4,500 | $734.3K | 0.84% | +4,500 | New |
| GW Henssler & Associates Ltd | 4,499 | $734.1K | 0.05% | +84+1.9% | Added |
| Bank Ozk | 4,495 | $733.4K | 0.36% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,488 | $732.3K | 0.06% | +1,164+35.0% | Added |
| Transamerica Financial Advisors, Inc. | 4,470 | $730.0K | 0.10% | +207+4.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,462 | $728.1K | 0.17% | −256−5.4% | Reduced |
| Beta Wealth Group, Inc. | 4,460 | $727.7K | 0.42% | +134+3.1% | Added |
| Inspirion Wealth Advisors, LLC | 4,438 | $724.1K | 0.15% | +3,062+222.5% | Added |
| Clare Market Investments LLC | 4,420 | $721.2K | 0.30% | −154−3.4% | Reduced |
| Gateway Wealth Partners, LLC | 4,415 | $720.3K | 0.11% | +334+8.2% | Added |
| Axq Capital, LP | 4,400 | $717.9K | 0.29% | +4,400 | New |
| Stony Point Wealth Management Inc. | 4,375 | $713.9K | 0.37% | −3,283−42.9% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 4,375 | $713.8K | 0.86% | +547+14.3% | Added |
| Werlinich Asset Management, LLC | 4,370 | $713.1K | 0.63% | +4,370 | New |
| Jeppson Wealth Management, LLC | 4,352 | $710.1K | 0.31% | −520−10.7% | Reduced |
| Fulton Bank, N.A. | 4,349 | $709.6K | 0.04% | −125−2.8% | Reduced |
| WR Wealth Planners, LLC | 4,342 | $708.5K | 0.31% | +1,206+38.5% | Added |
| Avantax Planning Partners, Inc. | 4,329 | $706.4K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,320 | $704.9K | 0.02% | +406+10.4% | Added |
| Wulff, Hansen & Co. | 4,318 | $704.6K | 0.80% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $704.4K | 0.62% | – | – |
| Piscataqua Savings Bank | 4,313 | $703.7K | 0.60% | +1,402+48.2% | Added |