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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 4,290 | $699.9K | 0.09% | −78−1.8% | Reduced |
| MMBG Investment Advisors Co. | 4,260 | $695.1K | 0.09% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 4,256 | $694.5K | 0.24% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 4,202 | $693.5K | 0.35% | −54−1.3% | Reduced |
| Brighton Jones LLC | 4,248 | $693.1K | 0.04% | +1,542+57.0% | Added |
| Worldquant Millennium Advisors LLC | 4,245 | $693.0K | 0.01% | −31,554−88.1% | Reduced |
| HM Payson & Co | 4,225 | $689.4K | 0.02% | +364+9.4% | Added |
| Winton Group Ltd | 4,225 | $689.4K | 0.04% | +2,094+98.3% | Added |
| Community Bank, N.A. | 4,212 | $687.3K | 0.09% | +30+0.7% | Added |
| HBK Investments L P | 4,202 | $685.6K | 0.02% | +4,202 | New |
| Independence Bank of Kentucky | 4,192 | $684.0K | 0.30% | −90−2.1% | Reduced |
| J.W. Cole Advisors, Inc. | 4,191 | $683.9K | 0.05% | +7+0.2% | Added |
| Country Club Bank | 4,231 | $683.4K | 0.06% | −20.0% | Reduced |
| Principal Street Partners, LLC | 4,174 | $681.1K | 0.17% | −246−5.6% | Reduced |
| One Capital Management, LLC | 4,170 | $680.4K | 0.03% | −946−18.5% | Reduced |
| Tributary Capital Management, LLC | 4,155 | $678.0K | 0.06% | −50−1.2% | Reduced |
| RW Investment Management LLC | 4,144 | $676.2K | 0.19% | −146−3.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,129 | $673.7K | 0.11% | −72−1.7% | Reduced |
| 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 |
| Profund Advisors LLC | 4,077 | $665.2K | 0.04% | +254+6.6% | Added |
| Tradewinds, LLC. | 4,061 | $662.7K | 0.40% | +4,061 | New |
| Axxcess Wealth Management, LLC | 4,054 | $661.4K | 0.05% | −29−0.7% | Reduced |
| Aberdeen Wealth Management LLC | 4,025 | $656.8K | 0.49% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,015 | $655.1K | 0.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,012 | $654.7K | 0.02% | +169+4.4% | Added |
| XML Financial, LLC | 4,000 | $652.7K | 0.08% | +10.0% | Added |
| Integrated Advisors Network LLC | 3,971 | $647.9K | 0.04% | −35−0.9% | Reduced |
| Regatta Capital Group, LLC | 4,113 | $645.2K | 0.23% | 00.0% | Unchanged |
| Equitable Trust Co | 3,947 | $644.0K | 0.05% | −19−0.5% | Reduced |
| Financial Advocates Investment Management | 3,936 | $642.3K | 0.05% | −93−2.3% | Reduced |
| Wealthsource Partners, LLC | 3,935 | $642.0K | 0.04% | −34−0.9% | Reduced |
| Notis-McConarty Edward | 3,900 | $636.4K | 0.25% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,869 | $631.3K | 0.12% | −3,883−50.1% | Reduced |
| BKD Wealth Advisors, LLC | 3,856 | $629.2K | 0.02% | −26−0.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,850 | $628.2K | 0.17% | +2,550+196.2% | Added |
| Silver Oak Securities, Inc | 3,850 | $628.0K | 0.10% | +2,007+108.9% | Added |
| Advisory Alpha, LLC | 3,849 | $628.0K | 0.04% | +10.0% | Added |
| Nikulski Financial, Inc. | 3,834 | $625.6K | 0.28% | −21−0.5% | Reduced |
| MONECO Advisors, LLC | 3,825 | $624.2K | 0.18% | +165+4.5% | Added |
| Tandem Capital Management Corp | 3,825 | $624.1K | 0.44% | +3,825 | New |
| First National Bank of Hutchinson | 3,798 | $619.7K | 0.49% | +200+5.6% | Added |
| 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 |
| Richwood Investment Advisors, LLC | 3,772 | $615.6K | 0.61% | −10.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,749 | $611.7K | 0.02% | −22−0.6% | Reduced |
| Kennedy Investment Group | 3,747 | $611.4K | 0.37% | +112+3.1% | Added |
| Linscomb & Williams, Inc. | 3,743 | $610.7K | 0.03% | −662−15.0% | Reduced |
| NCM Capital Management, LLC | 3,737 | $610.0K | 0.46% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 3,717 | $606.5K | 0.45% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,716 | $606.3K | 0.08% | +26+0.7% | Added |
| Cahaba Wealth Management, Inc. | 3,710 | $605.4K | 0.07% | −51−1.4% | Reduced |
| Bluesphere Advisors, LLC | 3,696 | $603.1K | 0.50% | 00.0% | Unchanged |
| Spinnaker Trust | 3,689 | $601.9K | 0.05% | −5,150−58.3% | Reduced |
| Steel Peak Wealth Management LLC | 3,685 | $601.3K | 0.04% | −12−0.3% | Reduced |
| Delos Wealth Advisors, LLC | 3,679 | $600.3K | 0.76% | −12,961−77.9% | Reduced |
| Clarius Group, LLC | 3,645 | $594.8K | 0.05% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 3,631 | $594.4K | 0.24% | −1,176−24.5% | Reduced |
| Alliance Wealth Advisors, LLC | 3,635 | $593.1K | 0.44% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,665 | $592.1K | 0.15% | −59−1.6% | Reduced |
| Mark Stevens | 3,619 | $590.5K | 0.08% | −148−3.9% | Reduced |
| Kathmere Capital Management, LLC | 3,618 | $590.4K | 0.10% | +1,309+56.7% | Added |
| Resources Investment Advisors, LLC. | 3,607 | $588.6K | 0.01% | +695+23.9% | Added |
| King Wealth | 3,590 | $586.0K | 0.13% | +2+0.1% | Added |
| Wedmont Private Capital | 3,594 | $583.2K | 0.08% | +392+12.2% | Added |
| Verus Capital Partners, LLC | 3,569 | $582.4K | 0.09% | +360+11.2% | Added |
| Transcend Wealth Collective, LLC | 3,548 | $579.0K | 0.06% | +900+34.0% | Added |
| Wesbanco Bank Inc | 3,541 | $578.0K | 0.03% | +60+1.7% | Added |
| Kades & Cheifetz LLC | 3,533 | $576.5K | 0.45% | +6+0.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,560 | $575.0K | 0.33% | +460+14.8% | Added |
| Buckingham Strategic Partners | 3,518 | $574.1K | 0.04% | +1,202+51.9% | Added |
| Successful Portfolios LLC | 3,513 | $573.2K | 0.36% | −2−0.1% | Reduced |
| Appleton Partners Inc | 3,510 | $573.0K | 0.05% | −217−5.8% | Reduced |
| McDaniel Terry & Co | 3,500 | $571.0K | 0.06% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,494 | $570.2K | 0.03% | −227−6.1% | Reduced |
| Gyroscope Capital Management Group, LLC | 3,482 | $568.2K | 0.14% | +70+2.1% | Added |
| Advisors Capital Management, LLC | 3,482 | $568.0K | 0.01% | +130+3.9% | Added |
| Hyman Charles D | 3,456 | $564.0K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,479 | $562.0K | 0.15% | +148+4.4% | Added |
| Douglas Lane & Associates, LLC | 3,437 | $560.8K | 0.01% | +57+1.7% | Added |
| KWB Wealth | 3,557 | $558.1K | 0.10% | 00.0% | Unchanged |
| Jennison Associates LLC | 3,418 | $557.7K | 0.00% | −770−18.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,405 | $555.6K | 0.09% | 00.0% | Unchanged |
| Mirova US LLC | 3,401 | $554.9K | 0.01% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 3,381 | $551.7K | 0.01% | −443−11.6% | Reduced |
| CAPROCK Group, Inc. | 3,371 | $550.1K | 0.04% | +487+16.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,359 | $548.1K | 0.02% | +393+13.3% | Added |
| BCJ Capital Management, LLC | 3,359 | $548.1K | 0.05% | +1,435+74.6% | Added |
| Thomasville National Bank | 3,355 | $547.4K | 0.06% | +58+1.8% | Added |
| Great Lakes Retirement, Inc. | 3,341 | $545.1K | 0.10% | +3,341 | New |
| Wealth Quarterback LLC | 3,307 | $539.6K | 0.46% | +3,307 | New |
| Schechter Investment Advisors, LLC | 3,297 | $538.0K | 0.05% | +39+1.2% | Added |
| Teza Capital Management LLC | 3,279 | $535.0K | 0.12% | −830−20.2% | Reduced |
| Shepherd Financial Partners LLC | 3,250 | $530.3K | 0.09% | +10.0% | Added |
| Bryn Mawr Trust Co | 3,240 | $529.0K | 0.02% | −481−12.9% | Reduced |
| 9258 Wealth Management, LLC | 3,240 | $528.7K | 0.11% | −13−0.4% | Reduced |
| Clearstead Advisors, LLC | 3,223 | $525.9K | 0.04% | −228−6.6% | Reduced |
| Meridian Financial, LLC | 3,222 | $525.7K | 0.51% | −645−16.7% | Reduced |
| Northwest Investment Counselors, LLC | 3,210 | $523.8K | 0.15% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,200 | $522.1K | 0.02% | 00.0% | Unchanged |