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 |
|---|---|---|---|---|---|
| Stockman Wealth Management, Inc. | 2,558 | $417.4K | 0.09% | −9−0.4% | Reduced |
| Roble, Belko & Company, Inc | 2,557 | $417.0K | 0.09% | −2,473−49.2% | Reduced |
| Fortune 45 LLC | 2,554 | $416.7K | 0.42% | +2+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 2,539 | $414.3K | 0.02% | −109−4.1% | Reduced |
| Values First Advisors, Inc. | 2,526 | $412.1K | 0.26% | −35−1.4% | Reduced |
| RMB Capital Management, LLC | 2,502 | $408.2K | 0.01% | −1,017−28.9% | Reduced |
| Parthenon LLC | 2,500 | $407.9K | 0.06% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,500 | $407.9K | 0.01% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $407.9K | 0.38% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 2,482 | $404.9K | 0.08% | +96+4.0% | Added |
| Resolute Wealth Strategies, LLC | 2,479 | $404.6K | 0.34% | +2,479 | New |
| Sentry Investment Management LLC | 2,472 | $403.0K | 0.17% | −1,366−35.6% | Reduced |
| Contravisory Investment Management, Inc. | 2,457 | $400.9K | 0.11% | −256−9.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,450 | $399.8K | 0.23% | −100−3.9% | Reduced |
| Terry L. Blaker | 2,450 | $399.8K | 0.04% | 00.0% | Unchanged |
| SevenOneSeven Capital Management | 2,348 | $399.6K | 0.90% | −340−12.6% | Reduced |
| Horan Capital Advisors, LLC. | 2,445 | $399.0K | 0.16% | +345+16.4% | Added |
| AdvisorNet Financial, Inc | 2,442 | $398.5K | 0.04% | +26+1.1% | Added |
| Viawealth, LLC | 2,440 | $398.1K | 0.32% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,438 | $398.0K | 0.07% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,434 | $397.1K | 0.09% | −2−0.1% | Reduced |
| Berkshire Bank | 2,421 | $395.0K | 0.12% | −100−4.0% | Reduced |
| First Nebraska Trust Co | 2,420 | $394.9K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 2,413 | $394.0K | 0.02% | +771+47.0% | Added |
| Cutter & CO Brokerage, Inc. | 2,413 | $393.7K | 0.12% | +4+0.2% | Added |
| Bond & Devick Financial Network, Inc. | 2,400 | $391.6K | 0.25% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,394 | $391.0K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,395 | $390.7K | 0.05% | +73+3.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,392 | $390.3K | 0.06% | −2−0.1% | Reduced |
| Shelton Capital Management | 2,387 | $389.5K | 0.02% | +68+2.9% | Added |
| SRB Corp | 2,372 | $387.0K | 0.02% | +2,372 | New |
| Alera Investment Advisors, LLC | 2,366 | $386.1K | 0.09% | −63−2.6% | Reduced |
| Davis R M Inc | 2,366 | $386.0K | 0.01% | −225−8.7% | Reduced |
| Weinberger Asset Management, Inc | 2,365 | $385.9K | 0.22% | 00.0% | Unchanged |
| Hudock, Inc. | 2,361 | $385.4K | 0.09% | +10+0.4% | Added |
| Wealth Dimensions Group, Ltd. | 2,348 | $383.1K | 0.15% | −56−2.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,345 | $382.6K | 0.25% | +27+1.2% | Added |
| Bank of Stockton | 2,341 | $382.0K | 0.13% | +470+25.1% | Added |
| Hoylecohen, LLC | 2,337 | $381.4K | 0.04% | −128−5.2% | Reduced |
| Monumental Financial Group Inc. | 2,334 | $381.0K | 0.27% | −69−2.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,288 | $378.8K | 0.39% | +379+19.9% | Added |
| Zacks Investment Management | 2,307 | $376.4K | 0.01% | −4−0.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,286 | $373.0K | 0.13% | 00.0% | Unchanged |
| Burney Co | 2,285 | $372.8K | 0.02% | −920−28.7% | Reduced |
| Cape Ann Savings Bank | 2,285 | $372.8K | 0.26% | +234+11.4% | Added |
| Private Capital Management, LLC | 2,279 | $371.8K | 0.04% | 00.0% | Unchanged |
| Sonen Capital LLC | 2,274 | $371.0K | 0.63% | −994−30.4% | Reduced |
| Callahan Advisors, LLC | 2,264 | $369.4K | 0.05% | +10.0% | Added |
| LGT Financial Advisors LLC | 2,248 | $366.8K | 0.68% | +2,248 | New |
| Centaurus Financial, Inc. | 2,242 | $366.0K | 0.03% | −99−4.2% | Reduced |
| Glenview Trust Co | 2,238 | $365.2K | 0.01% | −775−25.7% | Reduced |
| Forum Financial Management, LP | 2,235 | $364.7K | 0.01% | +42+1.9% | Added |
| MPS Loria Financial Planners, LLC | 2,234 | $364.5K | 0.15% | +55+2.5% | Added |
| Mendel Money Management | 2,231 | $364.1K | 0.20% | +205+10.1% | Added |
| Somerville Kurt F | 2,230 | $363.9K | 0.07% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,218 | $361.9K | 0.06% | +60+2.8% | Added |
| Cornerstone Advisory, LLC | 2,200 | $359.0K | 0.06% | +11+0.5% | Added |
| Alethea Capital Management, LLC | 2,200 | $359.0K | 0.38% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,197 | $358.5K | 0.26% | −8,135−78.7% | Reduced |
| M Holdings Securities, Inc. | 2,168 | $354.0K | 0.04% | −728−25.1% | Reduced |
| Wellington Shields Capital Management, LLC | 2,169 | $354.0K | 0.04% | +66+3.1% | Added |
| City State Bank | 2,166 | $353.0K | 0.20% | −20−0.9% | Reduced |
| Roman Butler Fullerton & Co | 2,132 | $353.0K | 0.18% | −48−2.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,163 | $352.9K | 0.10% | −101−4.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,115 | $345.1K | 0.04% | −60−2.8% | Reduced |
| Smithfield Trust Co | 2,109 | $344.0K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,107 | $343.8K | 0.03% | 00.0% | Unchanged |
| Resolute Partners Group | 2,106 | $343.7K | 0.04% | +9+0.4% | Added |
| First National Bank Sioux Falls | 2,105 | $343.5K | 0.24% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,099 | $342.5K | 0.25% | +2,099 | New |
| Intrua Financial, LLC | 2,022 | $342.2K | 0.07% | −29−1.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,084 | $340.1K | 0.06% | −5−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,084 | $340.0K | 0.04% | −21−1.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,080 | $339.4K | 0.07% | −340−14.0% | Reduced |
| InterOcean Capital Group, LLC | 2,079 | $339.2K | 0.01% | −187−8.3% | Reduced |
| Sweet Financial Partners, LLC | 2,077 | $338.9K | 0.09% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,068 | $337.4K | 0.13% | +102+5.2% | Added |
| Dumont & Blake Investment Advisors LLC | 2,066 | $337.0K | 0.11% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,055 | $335.3K | 0.23% | +55+2.8% | Added |
| Amica Retiree Medical Trust | 2,055 | $335.0K | 0.35% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,052 | $334.8K | 0.02% | +708+52.7% | Added |
| Versant Capital Management, Inc | 2,039 | $332.3K | 0.11% | +655+47.3% | Added |
| New Hampshire Trust | 2,036 | $332.2K | 0.09% | −176−8.0% | Reduced |
| Modera Wealth Management, LLC | 2,029 | $331.1K | 0.01% | −354−14.9% | Reduced |
| First National Corp | 2,019 | $329.4K | 0.08% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,016 | $329.0K | 0.31% | −379−15.8% | Reduced |
| Barber Financial Group, Inc. | 2,013 | $328.5K | 0.06% | −968−32.5% | Reduced |
| Diligent Investors, LLC | 2,010 | $328.1K | 0.10% | +205+11.4% | Added |
| Johnson Bixby & Associates, LLC | 2,000 | $326.3K | 0.07% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 1,999 | $326.2K | 0.15% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 1,995 | $325.6K | 0.11% | −81−3.9% | Reduced |
| Ledyard National Bank | 1,987 | $324.2K | 0.04% | +41+2.1% | Added |
| Baker Boyer National Bank | 1,979 | $322.9K | 0.12% | +94+5.0% | Added |
| Desjardins Global Asset Management Inc. | 1,973 | $322.0K | 0.04% | +899+83.7% | Added |
| Legacy Capital Wealth Partners, LLC | 1,969 | $321.3K | 0.09% | +1,969 | New |
| D L Carlson Investment Group Inc | 1,964 | $320.0K | 0.07% | −597−23.3% | Reduced |
| Synergy Financial Group, LTD | 1,959 | $319.6K | 0.52% | −321−14.1% | Reduced |
| Allstate Corp | 1,958 | $319.5K | 0.02% | −17,233−89.8% | Reduced |
| WealthShield Partners, LLC | 1,957 | $319.3K | 0.05% | +1,957 | New |
| Old West Investment Management, LLC | 1,952 | $318.5K | 0.17% | 00.0% | Unchanged |