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 |
|---|---|---|---|---|---|
| WESPAC Advisors, LLC | 1,950 | $318.2K | 0.30% | +1,950 | New |
| NBT Bank N A | 1,945 | $317.4K | 0.05% | +125+6.9% | Added |
| CVA Family Office, LLC | 1,944 | $317.2K | 0.07% | +10+0.5% | Added |
| Magnus Financial Group LLC | 1,936 | $316.0K | 0.05% | +142+7.9% | Added |
| Canandaigua National Bank & Trust Co | 1,925 | $314.0K | 0.05% | +1,925 | New |
| SkyOak Wealth, LLC | 1,918 | $313.0K | 0.10% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,910 | $312.0K | 0.22% | +11+0.6% | Added |
| Tennessee Valley Asset Management Partners | 1,910 | $311.6K | 0.10% | +9+0.5% | Added |
| Patron Partners Advisors, LLC | 1,909 | $311.5K | 0.23% | −13−0.7% | Reduced |
| Financial Strategies Group, Inc. | 1,908 | $311.3K | 0.12% | +9+0.5% | Added |
| Keel Point, LLC | 1,901 | $310.1K | 0.04% | −114−5.7% | Reduced |
| Claro Advisors LLC | 1,898 | $309.8K | 0.09% | +95+5.3% | Added |
| Estabrook Capital Management | 1,898 | $309.7K | 0.05% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,897 | $309.6K | 0.26% | +1,897 | New |
| Chesapeake Wealth Management | 1,896 | $309.4K | 0.13% | −463−19.6% | Reduced |
| Insight Folios Inc | 1,876 | $306.1K | 0.14% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,862 | $303.8K | 0.07% | −7,044−79.1% | Reduced |
| Northcape Wealth Management, LLC | 1,862 | $303.8K | 0.11% | +1,862 | New |
| First United Bank Trust | 1,860 | $303.5K | 0.14% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 1,850 | $302.0K | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,849 | $301.7K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,847 | $301.4K | 0.08% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,845 | $301.0K | 0.12% | +12+0.7% | Added |
| Sather Financial Group Inc | 1,841 | $300.4K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,836 | $299.5K | 0.03% | −100−5.2% | Reduced |
| Harbour Investments, Inc. | 1,834 | $299.2K | 0.02% | +195+11.9% | Added |
| Summit Trail Advisors, LLC | 1,832 | $298.9K | 0.01% | +508+38.4% | Added |
| Prestige Wealth Management Group LLC | 1,826 | $298.0K | 0.07% | +84+4.8% | Added |
| Heartland Bank & Trust Co | 1,826 | $297.9K | 0.23% | +110+6.4% | Added |
| Wimmer Associates 1, LLC | 1,750 | $295.0K | 0.19% | +50+2.9% | Added |
| Journey Strategic Wealth LLC | 1,804 | $294.3K | 0.03% | −133−6.9% | Reduced |
| Bangor Savings Bank | 1,802 | $294.0K | 0.03% | −5,315−74.7% | Reduced |
| Sculati Wealth Management, LLC | 1,791 | $292.2K | 0.16% | 00.0% | Unchanged |
| Ballast Advisors LLC | 1,785 | $291.3K | 0.12% | 00.0% | Unchanged |
| Rockland Trust Co | 1,784 | $291.1K | 0.02% | −221−11.0% | Reduced |
| Cassia Capital Partners, LLC | 1,772 | $289.1K | 0.23% | −29−1.6% | Reduced |
| Princeton Global Asset Management LLC | 1,770 | $288.9K | 0.08% | +1,350+321.4% | Added |
| Advisory Resource Group | 1,766 | $288.1K | 0.08% | +2+0.1% | Added |
| Aspiriant, LLC | 1,759 | $287.0K | 0.02% | −272−13.4% | Reduced |
| Boston Trust Walden Corp | 1,759 | $287.0K | 0.00% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,750 | $285.5K | 0.27% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,748 | $285.2K | 0.17% | −23−1.3% | Reduced |
| Carret Asset Management, LLC | 1,745 | $285.0K | 0.04% | −200−10.3% | Reduced |
| Cornerstone Wealth Management, LLC | 1,745 | $284.7K | 0.03% | +1,745 | New |
| Goelzer Investment Management, Inc. | 1,742 | $284.2K | 0.02% | −2−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 1,737 | $283.4K | 0.00% | +229+15.2% | Added |
| Bridgeworth, LLC | 1,737 | $283.4K | 0.04% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 1,730 | $282.3K | 0.12% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,727 | $281.8K | 0.02% | −149−7.9% | Reduced |
| Vaughan David Investments LLC | 1,725 | $281.0K | 0.01% | +33+2.0% | Added |
| Arlington Partners LLC | 1,719 | $280.5K | 0.04% | +804+87.9% | Added |
| Amplius Wealth Advisors, LLC | 1,716 | $280.0K | 0.04% | +56+3.4% | Added |
| Madden Securities Corp | 1,709 | $278.9K | 0.15% | −5−0.3% | Reduced |
| Drake & Associates, LLC | 1,707 | $278.6K | 0.14% | −8−0.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,700 | $277.4K | 0.05% | −75−4.2% | Reduced |
| Red Wave Investments LLC | 1,696 | $276.7K | 0.11% | +70+4.3% | Added |
| W.H. Cornerstone Investments Inc. | 1,691 | $276.0K | 0.25% | +143+9.2% | Added |
| Trustmark National Bank Trust Department | 1,690 | $275.8K | 0.03% | −30−1.7% | Reduced |
| First Command Bank | 1,681 | $274.3K | 0.03% | −324−16.2% | Reduced |
| First Command Financial Services, Inc. | 1,681 | $274.3K | 0.03% | −324−16.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,679 | $274.0K | 0.01% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,667 | $272.1K | 0.29% | −270−13.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,665 | $271.7K | 0.07% | +1,665 | New |
| Planning Center, Inc. | 1,625 | $271.1K | 0.07% | 00.0% | Unchanged |
| Holderness Investments Co | 1,660 | $270.9K | 0.11% | 00.0% | Unchanged |
| Auxier Asset Management | 1,657 | $270.4K | 0.05% | −100−5.7% | Reduced |
| Paragon Capital Management Ltd | 1,651 | $269.5K | 0.06% | +2+0.1% | Added |
| Cook Wealth Management Group LLC | 1,664 | $269.0K | 0.23% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,648 | $268.8K | 0.15% | −1,199−42.1% | Reduced |
| Bragg Financial Advisors, Inc | 1,644 | $268.3K | 0.02% | −70−4.1% | Reduced |
| Abner Herrman & Brock LLC | 1,643 | $268.0K | 0.04% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,645 | $268.0K | 0.04% | +9+0.6% | Added |
| Wealth Alliance | 1,638 | $267.2K | 0.04% | −37−2.2% | Reduced |
| Marcum Wealth, LLC | 1,632 | $266.3K | 0.03% | −61−3.6% | Reduced |
| Peachtree Investment Partners, LLC | 1,631 | $266.1K | 0.17% | −99−5.7% | Reduced |
| Northstar Asset Management LLC | 1,630 | $266.0K | 0.08% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,617 | $264.0K | 0.20% | −128−7.3% | Reduced |
| Pinnacle Bancorp, Inc. | 1,607 | $262.2K | 0.10% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,605 | $261.9K | 0.02% | +238+17.4% | Added |
| Investment Advisory Group, LLC | 1,604 | $261.7K | 0.15% | +1,604 | New |
| Cary Street Partners Asset Management LLC | 1,600 | $261.1K | 0.05% | −15−0.9% | Reduced |
| Mondrian Investment Partners LTD | 1,600 | $261.1K | 0.01% | 00.0% | Unchanged |
| World Equity Group, Inc. | 1,850 | $259.4K | 0.04% | −2,373−56.2% | Reduced |
| Latitude Advisors, LLC | 1,586 | $258.8K | 0.19% | +4+0.3% | Added |
| FineMark National Bank & Trust | 1,583 | $258.3K | 0.01% | +1,583 | New |
| Lindbrook Capital, LLC | 1,573 | $256.7K | 0.03% | +8+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 1,638 | $255.8K | 0.04% | +1,638 | New |
| Wealth Management Associates, Inc. | 1,565 | $255.4K | 0.16% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,558 | $254.3K | 0.01% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 1,550 | $252.9K | 0.02% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 1,498 | $252.3K | 0.08% | +1,498 | New |
| Heritage Trust Co | 1,544 | $251.9K | 0.04% | −313−16.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,542 | $251.6K | 0.02% | −226−12.8% | Reduced |
| Northwest Wealth Management, LLC | 1,541 | $251.4K | 0.10% | +1,541 | New |
| GeoWealth Management, LLC | 1,537 | $251.0K | 0.03% | −171−10.0% | Reduced |
| Quantum Private Wealth, LLC | 1,530 | $249.7K | 0.14% | −130−7.8% | Reduced |
| ETF Store, Inc. | 1,508 | $249.6K | 0.19% | +5+0.3% | Added |
| Gleason Group, Inc. | 1,528 | $249.3K | 0.07% | +7+0.5% | Added |
| Midwest Financial Group LLC | 1,525 | $249.0K | 0.23% | +1,525 | New |
| Ridgecrest Wealth Partners, LLC | 1,525 | $248.8K | 0.18% | 00.0% | Unchanged |