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 |
|---|---|---|---|---|---|
| Mosaic Family Wealth Partners, LLC | 3,182 | $519.2K | 0.11% | −8−0.3% | Reduced |
| NatWest Group plc | 3,181 | $519.0K | 0.28% | −52−1.6% | Reduced |
| PFG Investments, LLC | 3,179 | $518.8K | 0.11% | +3,179 | New |
| Fidelis Capital Partners, LLC | 3,078 | $518.4K | 0.22% | +3,078 | New |
| Eldridge Investment Advisors, Inc. | 3,170 | $517.0K | 0.18% | 00.0% | Unchanged |
| First Foundation Advisors | 3,164 | $516.3K | 0.02% | +6+0.2% | Added |
| Kinneret Advisory, LLC | 3,155 | $514.8K | 0.07% | −169−5.1% | Reduced |
| Choate Investment Advisors | 3,152 | $514.3K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,135 | $511.5K | 0.05% | −13−0.4% | Reduced |
| Oakworth Capital, Inc. | 3,128 | $510.4K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,125 | $510.0K | 0.03% | −369−10.6% | Reduced |
| Stonnington Group, LLC | 3,050 | $508.9K | 0.13% | −200−6.2% | Reduced |
| Legacy Capital Group California, Inc. | 3,114 | $508.1K | 0.25% | +3,114 | New |
| Tradition Wealth Management, LLC | 3,111 | $508.0K | 0.06% | +1,918+160.8% | Added |
| Cozad Asset Management Inc | 3,098 | $505.5K | 0.07% | −42−1.3% | Reduced |
| Granite FO LLC | 3,040 | $504.8K | 0.31% | +3,040 | New |
| Boston Research & Management Inc | 3,090 | $504.0K | 0.15% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,083 | $503.1K | 0.05% | +60+2.0% | Added |
| Dividend Assets Capital, LLC | 3,208 | $503.0K | 0.11% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 3,070 | $500.9K | 0.12% | −520−14.5% | Reduced |
| Geneva Partners, LLC | 3,065 | $500.1K | 0.43% | −330−9.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,189 | $500.0K | 0.01% | −303−8.7% | Reduced |
| Morton Capital Management LLC | 3,064 | $500.0K | 0.18% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,062 | $499.8K | 0.22% | +4+0.1% | Added |
| Bessemer Securities LLC | 3,061 | $499.0K | 0.23% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,043 | $496.5K | 0.04% | −246−7.5% | Reduced |
| Verdence Capital Advisors LLC | 3,028 | $494.1K | 0.06% | +71+2.4% | Added |
| Rbo & Co LLC | 3,000 | $489.5K | 0.09% | 00.0% | Unchanged |
| Univest Financial Corp | 2,998 | $489.2K | 0.15% | +80+2.7% | Added |
| Good Life Advisors, LLC | 2,994 | $488.7K | 0.06% | +40+1.4% | Added |
| AFS Financial Group, LLC | 2,990 | $487.8K | 0.33% | +70+2.4% | Added |
| Guardian Wealth Advisors, LLC | 2,988 | $487.6K | 0.09% | +228+8.3% | Added |
| CMG Global Holdings, LLC | 2,974 | $485.3K | 0.44% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 2,980 | $484.0K | 0.26% | −45−1.5% | Reduced |
| First Manhattan Co | 2,959 | $482.8K | 0.00% | +770+35.2% | Added |
| Old Second National Bank of Aurora | 2,942 | $480.0K | 0.14% | −36−1.2% | Reduced |
| Mechanics Financial Corp | 2,930 | $478.1K | 0.28% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 2,926 | $477.5K | 0.10% | +1,381+89.4% | Added |
| Strata Wealth Advisors, LLC | 2,917 | $475.9K | 0.25% | +13+0.4% | Added |
| Primoris Wealth Advisors, LLC | 2,908 | $474.5K | 0.58% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,902 | $473.5K | 0.24% | +521+21.9% | Added |
| Xcel Wealth Management, LLC | 2,900 | $473.2K | 0.17% | +145+5.3% | Added |
| Legacy Wealth Asset Management, LLC | 2,898 | $472.9K | 0.17% | +19+0.7% | Added |
| Chicago Trust Co NA | 2,893 | $472.0K | 0.12% | −1,064−26.9% | Reduced |
| Archford Capital Strategies, LLC | 2,893 | $471.1K | 0.10% | −37−1.3% | Reduced |
| Perigon Wealth Management, LLC | 2,883 | $470.4K | 0.03% | +103+3.7% | Added |
| Walter & Keenan Financial Consulting Co | 2,875 | $469.1K | 0.18% | +99+3.6% | Added |
| Edge Capital Group, LLC | 2,866 | $467.6K | 0.03% | −1,433−33.3% | Reduced |
| Clearview Wealth Advisors LLC | 2,864 | $467.4K | 0.47% | −1,218−29.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,860 | $466.7K | 0.05% | −42−1.4% | Reduced |
| Fiera Capital Corp | 2,860 | $466.7K | 0.00% | −1,025−26.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,852 | $465.4K | 0.14% | −72−2.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,829 | $461.7K | 0.14% | −322−10.2% | Reduced |
| Redwood Investments, LLC | 2,814 | $459.2K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,807 | $458.0K | 0.03% | −70−2.4% | Reduced |
| Sowell Financial Services LLC | 2,800 | $457.0K | 0.04% | −8,407−75.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,774 | $452.0K | 0.17% | −11−0.4% | Reduced |
| International Assets Investment Management, LLC | 2,766 | $451.4K | 0.07% | −4,869−63.8% | Reduced |
| Ifrah Financial Services, Inc. | 2,758 | $450.0K | 0.14% | −472−14.6% | Reduced |
| Tobam | 2,759 | $450.0K | 0.03% | −225−7.5% | Reduced |
| Peoples Financial Services Corp. | 2,754 | $449.4K | 0.21% | +170+6.6% | Added |
| SlateStone Wealth, LLC | 2,751 | $449.0K | 0.09% | −157−5.4% | Reduced |
| Herold Advisors, Inc. | 2,746 | $448.1K | 0.15% | −11,027−80.1% | Reduced |
| Nwam LLC | 2,739 | $447.1K | 0.05% | +341+14.2% | Added |
| Per Stirling Capital Management, LLC. | 2,733 | $445.9K | 0.10% | −498−15.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,723 | $444.3K | 0.06% | 00.0% | Unchanged |
| David Loasby | 2,711 | $443.7K | 0.05% | +2,711 | New |
| Conning Inc. | 2,712 | $442.5K | 0.01% | −151−5.3% | Reduced |
| AMG National Trust Bank | 2,709 | $442.0K | 0.02% | +2,709 | New |
| Atwood & Palmer Inc | 2,707 | $441.7K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,704 | $441.2K | 0.01% | +851+45.9% | Added |
| Court Place Advisors, LLC | 2,703 | $441.0K | 0.16% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,696 | $440.0K | 0.27% | −104−3.7% | Reduced |
| Simmons Bank | 2,695 | $439.7K | 0.04% | +300+12.5% | Added |
| Joel Isaacson & Co., LLC | 2,694 | $439.6K | 0.03% | −244−8.3% | Reduced |
| Alaethes Wealth LLC | 2,684 | $437.9K | 0.26% | +22+0.8% | Added |
| Krilogy Financial LLC | 2,679 | $437.1K | 0.04% | +31+1.2% | Added |
| Gs Investments, Inc. | 2,675 | $436.5K | 0.25% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,657 | $433.5K | 0.49% | +4+0.2% | Added |
| KMG Fiduciary Partners, LLC | 2,653 | $432.9K | 0.06% | −18−0.7% | Reduced |
| Hohimer Wealth Management, LLC | 2,650 | $432.4K | 0.13% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,650 | $432.4K | 0.24% | +200+8.2% | Added |
| Global Assets Advisory, LLC | 2,608 | $431.3K | 0.44% | +376+16.8% | Added |
| Fort Point Capital Partners LLC | 2,642 | $431.1K | 0.07% | +17+0.6% | Added |
| Adell Harriman & Carpenter Inc | 2,638 | $430.4K | 0.05% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,630 | $429.1K | 0.05% | +140+5.6% | Added |
| Industrial Alliance Investment Management Inc. | 2,624 | $428.0K | 0.01% | +1,053+67.0% | Added |
| NorthRock Partners, LLC | 2,622 | $427.8K | 0.05% | −417−13.7% | Reduced |
| Truvestments Capital LLC | 2,621 | $427.6K | 0.23% | −109−4.0% | Reduced |
| Angeles Wealth Management, LLC | 2,618 | $427.2K | 0.06% | +22+0.8% | Added |
| Okabena Investment Services Inc | 2,614 | $426.5K | 0.30% | −128−4.7% | Reduced |
| Ti-Trust, Inc | 2,603 | $424.7K | 0.40% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 2,601 | $424.4K | 0.07% | −58−2.2% | Reduced |
| V Wealth Advisors LLC | 2,594 | $423.2K | 0.08% | −118−4.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,581 | $421.0K | 0.28% | −290−10.1% | Reduced |
| Evergreen Capital Management LLC | 2,577 | $420.4K | 0.02% | +771+42.7% | Added |
| Community Bank & Trust, Waco, Texas | 2,577 | $420.0K | 0.13% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,570 | $419.4K | 0.22% | +27+1.1% | Added |
| Truadvice, LLC | 2,524 | $419.1K | 0.17% | +9+0.4% | Added |
| Pitcairn Co | 2,564 | $418.4K | 0.04% | −80−3.0% | Reduced |