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 |
|---|---|---|---|---|---|
| Private Asset Management Inc | 1,519 | $248.0K | 0.04% | −19−1.2% | Reduced |
| Drive Wealth Management, LLC | 1,519 | $247.8K | 0.10% | +1,519 | New |
| M&R Capital Management Inc | 1,517 | $247.5K | 0.07% | +120+8.6% | Added |
| BDO Wealth Advisors, LLC | 1,516 | $247.3K | 0.03% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,510 | $246.4K | 0.15% | +10+0.7% | Added |
| Headinvest, LLC | 1,509 | $246.2K | 0.05% | +9+0.6% | Added |
| Quaker Wealth Management, LLC | 1,508 | $246.0K | 0.11% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,506 | $245.8K | 0.03% | +1+0.1% | Added |
| Revolve Wealth Partners, LLC | 1,505 | $245.6K | 0.06% | +46+3.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,493 | $245.0K | 0.20% | +5+0.3% | Added |
| M. Kulyk & Associates, LLC | 1,501 | $244.9K | 0.07% | −22−1.4% | Reduced |
| LWM Advisory Services, LLC | 1,500 | $244.8K | 0.26% | 00.0% | Unchanged |
| Citizens Business Bank | 1,500 | $244.8K | 0.06% | +1,500 | New |
| BFT Financial Group, LLC | 1,499 | $244.6K | 0.04% | +1,499 | New |
| First Business Financial Services, Inc. | 1,495 | $243.9K | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,484 | $242.1K | 0.05% | −190−11.4% | Reduced |
| First Interstate Bank | 1,480 | $241.5K | 0.02% | −650−30.5% | Reduced |
| Page Arthur B | 1,480 | $241.5K | 0.23% | −10−0.7% | Reduced |
| Grandfield & Dodd, LLC | 1,475 | $240.7K | 0.02% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,470 | $239.9K | 0.01% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 1,468 | $239.5K | 0.05% | +135+10.1% | Added |
| Freestone Capital Holdings, LLC | 1,458 | $237.9K | 0.01% | −413−22.1% | Reduced |
| Nadler Financial Group, Inc. | 1,457 | $237.7K | 0.04% | +1,457 | New |
| Total Clarity Wealth Management, Inc. | 1,454 | $237.3K | 0.13% | −32−2.2% | Reduced |
| Wealth Architects, LLC | 1,453 | $237.1K | 0.04% | −8−0.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,452 | $237.0K | 0.18% | +94+6.9% | Added |
| Alterity Financial Group, LLC | 1,452 | $236.9K | 0.35% | +1,452 | New |
| Cannell Peter B & Co Inc | 1,450 | $236.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,448 | $236.3K | 0.03% | −165−10.2% | Reduced |
| Phillips Wealth Planners LLC | 1,409 | $235.0K | 0.31% | −7−0.5% | Reduced |
| New Jersey Better Educational Savings Trust | 1,440 | $235.0K | 0.64% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,440 | $235.0K | 0.18% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,437 | $234.5K | 0.04% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,437 | $234.5K | 0.07% | −38−2.6% | Reduced |
| Sigma Investment Counselors Inc | 1,433 | $233.9K | 0.02% | +2+0.1% | Added |
| Day & Ennis, LLC | 1,429 | $233.1K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,427 | $232.8K | 0.06% | −339−19.2% | Reduced |
| Powell Investment Advisors, LLC | 1,427 | $232.8K | 0.13% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,425 | $232.5K | 0.20% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 1,425 | $232.5K | 0.84% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,423 | $232.0K | 0.04% | −70−4.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,401 | $229.6K | 0.03% | −713−33.7% | Reduced |
| Woodstock Corp | 1,407 | $229.6K | 0.03% | −201−12.5% | Reduced |
| Sage Mountain Advisors LLC | 1,403 | $228.9K | 0.04% | +1,403 | New |
| Diamant Asset Management, Inc. | 1,402 | $228.8K | 0.19% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,401 | $228.6K | 0.12% | +1,401 | New |
| Sterling Investment Advisors, Ltd. | 1,399 | $228.3K | 0.08% | +1+0.1% | Added |
| Merriman Wealth Management, LLC | 1,399 | $228.3K | 0.01% | −68−4.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,391 | $227.0K | 0.00% | −122−8.1% | Reduced |
| RMR Wealth Builders | 1,390 | $226.7K | 0.04% | −18−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 1,383 | $225.7K | 0.05% | −2−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,377 | $224.8K | 0.05% | +65+5.0% | Added |
| Deseret Mutual Benefit Administrators | 1,375 | $224.4K | 0.09% | −51−3.6% | Reduced |
| Greatmark Investment Partners, Inc. | 1,375 | $224.4K | 0.04% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,372 | $223.8K | 0.02% | +35+2.6% | Added |
| Compass Financial Advisors LLC | 1,371 | $223.6K | 0.28% | +3+0.2% | Added |
| Catalyst Financial Partners LLC | 1,363 | $222.4K | 0.10% | −8−0.6% | Reduced |
| Highlander Capital Management, LLC | 1,362 | $222.0K | 0.11% | 00.0% | Unchanged |
| Ade, LLC | 1,358 | $221.6K | 0.16% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,358 | $221.6K | 0.13% | +1+0.1% | Added |
| Fort Sheridan Advisors LLC | 1,355 | $221.1K | 0.06% | +1,355 | New |
| Laidlaw Wealth Management LLC | 1,354 | $221.0K | 0.05% | −21−1.5% | Reduced |
| Pallas Capital Advisors LLC | 1,331 | $220.4K | 0.02% | +1,331 | New |
| Frisch Financial Group, Inc. | 1,348 | $220.0K | 0.09% | +41+3.1% | Added |
| Centurion Wealth Management LLC | 1,348 | $220.0K | 0.11% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 1,345 | $219.5K | 0.18% | 00.0% | Unchanged |
| Everett Harris & Co | 1,343 | $219.1K | 0.00% | −9−0.7% | Reduced |
| Summit Asset Management, LLC | 1,342 | $219.0K | 0.06% | −10−0.7% | Reduced |
| Glassman Wealth Services | 1,342 | $219.0K | 0.04% | −5−0.4% | Reduced |
| Perennial Investment Advisors, LLC | 1,343 | $218.9K | 0.04% | −20−1.5% | Reduced |
| Enterprise Financial Services Corp | 1,336 | $218.0K | 0.14% | +23+1.8% | Added |
| Manchester Capital Management LLC | 1,330 | $217.0K | 0.03% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,327 | $216.5K | 0.08% | +1,327 | New |
| Boston Common Asset Management, LLC | 1,325 | $216.0K | 0.00% | −1,398−51.3% | Reduced |
| NinePointTwo Capital | 1,329 | $216.0K | 0.08% | −24−1.8% | Reduced |
| Lake Street Financial LLC | 1,320 | $215.4K | 0.04% | +1,320 | New |
| Crestwood Advisors Group LLC | 1,316 | $214.7K | 0.01% | −174−11.7% | Reduced |
| Blossom Wealth Management | 1,311 | $213.9K | 0.87% | +1,311 | New |
| Corrigan Financial, Inc. | 1,309 | $213.5K | 0.07% | +1+0.1% | Added |
| Visionary Wealth Advisors | 1,309 | $213.5K | 0.02% | −569−30.3% | Reduced |
| Delta Financial Group, Inc. | 1,303 | $213.0K | 0.08% | +1,303 | New |
| Congress Wealth Management LLC | 1,304 | $212.8K | 0.01% | −132−9.2% | Reduced |
| Hilton Capital Management, LLC | 1,353 | $212.3K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 1,300 | $212.1K | 0.03% | −2,335−64.2% | Reduced |
| Azimuth Capital Investment Management LLC | 1,300 | $212.1K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,300 | $212.1K | 0.22% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,297 | $211.6K | 0.10% | −32−2.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,288 | $210.0K | 0.02% | 00.0% | Unchanged |
| Wexford Capital LP | 1,287 | $210.0K | 0.04% | +1,287 | New |
| Parsec Financial Management, Inc. | 1,282 | $209.2K | 0.01% | +1,282 | New |
| TSFG, LLC | 1,279 | $209.0K | 0.08% | +1+0.1% | Added |
| West Michigan Advisors, LLC | 1,278 | $208.6K | 0.12% | −26−2.0% | Reduced |
| Vantage Consulting Group Inc | 1,277 | $208.4K | 0.12% | +1,277 | New |
| Syntax Advisors, LLC | 1,277 | $208.4K | 0.16% | +1,277 | New |
| Hollencrest Capital Management | 1,276 | $208.2K | 0.02% | +1,227+2,504.1% | Added |
| Echo Street Capital Management LLC | 1,275 | $208.0K | 0.00% | −16,222−92.7% | Reduced |
| Benjamin Edwards Inc | 1,273 | $208.0K | 0.05% | −3,925−75.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,273 | $207.7K | 0.10% | +1,273 | New |
| Global Financial Private Client, LLC | 1,266 | $207.5K | 0.11% | −3,067−70.8% | Reduced |
| Genesee Capital Advisors, LLC | 1,265 | $206.3K | 0.15% | +1,265 | New |