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 |
|---|---|---|---|---|---|
| Wendell David Associates Inc | 1,262 | $206.0K | 0.02% | +1,262 | New |
| Cedar Brook Financial Partners, LLC | 1,261 | $205.8K | 0.05% | −214−14.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,261 | $205.7K | 0.02% | −103−7.6% | Reduced |
| Kanawha Capital Management LLC | 1,255 | $204.8K | 0.02% | +1,255 | New |
| LaFleur & Godfrey LLC | 1,252 | $204.3K | 0.03% | +1,252 | New |
| Knuff & Co LLC | 1,250 | $204.0K | 0.08% | −175−12.3% | Reduced |
| Ameliora Wealth Management Ltd. | 1,250 | $204.0K | 0.12% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 1,236 | $201.7K | 0.13% | +1,236 | New |
| Providence First Trust Co | 1,230 | $200.7K | 0.12% | +1,230 | New |
| SNS Financial Group, LLC | 1,229 | $200.6K | 0.03% | −137−10.0% | Reduced |
| Wayfinding Financial, LLC | 1,230 | $200.0K | 0.15% | −193−13.6% | Reduced |
| Bray Capital Advisors | 1,225 | $199.9K | 0.06% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,219 | $198.9K | 0.12% | +1,219 | New |
| GHP Investment Advisors, Inc. | 1,215 | $198.2K | 0.01% | −26−2.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,208 | $197.1K | 0.06% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,207 | $196.9K | 0.11% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,189 | $194.0K | 0.07% | −15,411−92.8% | Reduced |
| Dark Forest Capital Management LP | 1,185 | $193.4K | 0.05% | +32+2.8% | Added |
| Operose Advisors LLC | 1,185 | $193.4K | 0.10% | +550+86.6% | Added |
| Clean Yield Group | 1,176 | $191.9K | 0.08% | −32−2.6% | Reduced |
| Larson Financial Group LLC | 1,163 | $189.7K | 0.02% | +203+21.1% | Added |
| Crewe Advisors LLC | 1,138 | $185.7K | 0.03% | −45−3.8% | Reduced |
| Carolinas Wealth Consulting LLC | 25,635 | $182.7K | 0.04% | +10.0% | Added |
| TFC Financial Management | 1,112 | $181.5K | 0.05% | +6+0.5% | Added |
| Washington Trust Advisors, Inc. | 1,098 | $179.2K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,097 | $179.0K | 0.13% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,095 | $178.7K | 0.12% | −213−16.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,103 | $178.0K | 0.00% | +1,103 | New |
| Wolff Wiese Magana LLC | 1,087 | $177.4K | 0.14% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,069 | $174.4K | 0.13% | +365+51.8% | Added |
| EverSource Wealth Advisors, LLC | 1,058 | $172.6K | 0.02% | +419+65.6% | Added |
| West Paces Advisors Inc. | 1,054 | $172.0K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,044 | $170.3K | 0.01% | −45,189−97.7% | Reduced |
| Assetmark, Inc | 1,038 | $169.4K | 0.00% | +77+8.0% | Added |
| MV Capital Management, Inc. | 1,013 | $165.3K | 0.02% | −242−19.3% | Reduced |
| Grove Bank & Trust | 1,005 | $164.0K | 0.03% | +26+2.7% | Added |
| Itau Unibanco Holding S.A. | 1,004 | $163.8K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $163.2K | 0.10% | 00.0% | Unchanged |
| Central Bank & Trust Co | 994 | $162.2K | 0.03% | −2−0.2% | Reduced |
| Sunbelt Securities, Inc. | 994 | $160.6K | 0.03% | +994 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $160.0K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 975 | $159.1K | 0.02% | −180−15.6% | Reduced |
| Retirement Group, LLC | 962 | $157.0K | 0.07% | −220−18.6% | Reduced |
| US Asset Management LLC | 957 | $156.0K | 0.16% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 952 | $155.3K | 0.02% | +177+22.8% | Added |
| AllSquare Wealth Management LLC | 949 | $154.8K | 0.10% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 931 | $152.0K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 919 | $150.0K | 0.10% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 900 | $149.4K | 0.04% | 00.0% | Unchanged |
| Norwood Financial Corp | 900 | $146.9K | 0.23% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 889 | $145.1K | 0.04% | +584+191.5% | Added |
| Quent Capital, LLC | 881 | $143.6K | 0.02% | +118+15.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 874 | $142.6K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 839 | $135.5K | 0.13% | +839 | New |
| Essex Investment Management Co LLC | 827 | $134.9K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 811 | $132.4K | 0.06% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 809 | $132.0K | 0.00% | −34−4.0% | Reduced |
| WealthPLAN Partners, LLC | 808 | $131.8K | 0.01% | −1,249−60.7% | Reduced |
| WealthPlan Investment Management, LLC | 800 | $130.5K | 0.02% | −1,257−61.1% | Reduced |
| Hills Bank & Trust Co | 800 | $130.5K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 792 | $129.2K | 0.02% | +92+13.1% | Added |
| Valley National Advisers Inc | 778 | $129.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 777 | $128.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 770 | $125.6K | 0.07% | −1,228−61.5% | Reduced |
| Byrne Asset Management LLC | 760 | $124.0K | 0.09% | −430−36.1% | Reduced |
| Acropolis Investment Management, LLC | 746 | $121.7K | 0.01% | +23+3.2% | Added |
| Plante Moran Financial Advisors, LLC | 741 | $120.8K | 0.02% | −182−19.7% | Reduced |
| Clear Street Markets LLC | 738 | $120.0K | 0.03% | −1,752−70.4% | Reduced |
| BerganKDV Wealth Management, LLC | 734 | $119.8K | 0.01% | +68+10.2% | Added |
| Stonebridge Capital Advisors LLC | 719 | $117.4K | 0.01% | +68+10.4% | Added |
| Tradewinds Capital Management, LLC | 701 | $114.4K | 0.04% | −46−6.2% | Reduced |
| First Community Trust NA | 700 | $114.2K | 0.14% | 00.0% | Unchanged |
| First Financial Corp | 700 | $114.2K | 0.07% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 695 | $113.4K | 0.01% | +3+0.4% | Added |
| Financial Perspectives, Inc | 693 | $113.0K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 675 | $110.1K | 0.10% | 00.0% | Unchanged |
| Covestor Ltd | 671 | $110.0K | 0.10% | +162+31.8% | Added |
| Newbridge Financial Services Group, Inc. | 673 | $109.9K | 0.06% | −10−1.5% | Reduced |
| Ahrens Investment Partners LLC | 653 | $106.5K | 0.05% | +653 | New |
| Castleview Partners, LLC | 650 | $106.1K | 0.09% | −118−15.4% | Reduced |
| Sittner & Nelson, LLC | 649 | $105.9K | 0.06% | 00.0% | Unchanged |
| Logan Capital Management Inc | 648 | $105.7K | 0.01% | −27−4.0% | Reduced |
| Cyrus J. Lawrence, LLC | 645 | $105.0K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 640 | $104.4K | 0.08% | −1,150−64.2% | Reduced |
| TCI Wealth Advisors, Inc. | 633 | $103.3K | 0.01% | −1−0.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $103.3K | 0.01% | 00.0% | Unchanged |
| Trium Capital LLP | 627 | $102.0K | 0.04% | +627 | New |
| FinTrust Capital Advisors, LLC | 650 | $101.9K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 621 | $101.0K | 0.01% | −125−16.8% | Reduced |
| Concord Wealth Partners | 609 | $99.3K | 0.03% | −25−3.9% | Reduced |
| Investors Research Corp | 599 | $97.7K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 595 | $97.1K | 0.05% | −121−16.9% | Reduced |
| Schubert & Co | 554 | $90.4K | 0.08% | −5−0.9% | Reduced |
| Boyd Watterson Asset Management LLC | 524 | $85.5K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $81.6K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 458 | $74.7K | 0.02% | +445+3,423.1% | Added |
| Brown, Lisle/Cummings, Inc. | 450 | $73.4K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 436 | $71.1K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 428 | $69.8K | 0.02% | +210+96.3% | Added |
| One River Asset Management, LLC | 427 | $69.0K | 0.05% | −943−68.8% | Reduced |