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 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 410 | $67.0K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 408 | $66.5K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $65.3K | 0.03% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 400 | $65.3K | 0.05% | +400 | New |
| Jones Financial Companies LLLP | 392 | $64.0K | 0.00% | −108−21.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 390 | $63.6K | 0.02% | 00.0% | Unchanged |
| Trust Co | 381 | $62.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 380 | $62.0K | 0.05% | +380 | New |
| Lansing Street Advisors | 375 | $61.1K | 0.04% | +2+0.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 366 | $59.8K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 365 | $59.6K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 346 | $56.5K | 0.02% | −12−3.4% | Reduced |
| Avion Wealth | 358 | $56.0K | 0.02% | +336+1,527.3% | Added |
| Financial Freedom, LLC | 338 | $55.1K | 0.04% | +1+0.3% | Added |
| Montag A & Associates Inc | 334 | $54.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 305 | $49.8K | 0.03% | −20−6.2% | Reduced |
| HBC Financial Services, PLLC | 300 | $49.0K | 0.04% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 300 | $49.0K | 0.01% | +300 | New |
| Atticus Wealth Management, LLC | 300 | $48.9K | 0.02% | −49−14.0% | Reduced |
| Bollard Group LLC | 286 | $47.0K | 0.00% | +1+0.4% | Added |
| RE Dickinson Investment Advisors, LLC | 290 | $47.0K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 285 | $46.5K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 284 | $46.3K | 0.07% | 00.0% | Unchanged |
| TD Capital Management LLC | 280 | $45.7K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 277 | $45.2K | 0.00% | −35−11.2% | Reduced |
| Barrett & Company, Inc. | 275 | $44.9K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 269 | $43.9K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 268 | $43.7K | 0.01% | −1−0.4% | Reduced |
| Westside Investment Management, Inc. | 267 | $43.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 260 | $42.5K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 260 | $42.0K | 0.01% | +62+31.3% | Added |
| Ruedi Wealth Management, Inc. | 246 | $40.2K | 0.03% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 233 | $38.0K | 0.02% | +233 | New |
| Annapolis Financial Services, LLC | 232 | $37.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 231 | $37.7K | 0.02% | +200+645.2% | Added |
| Bogart Wealth, LLC | 230 | $37.5K | 0.00% | −10−4.2% | Reduced |
| Raleigh Capital Management Inc. | 229 | $37.4K | 0.02% | +229 | New |
| Cutler Group LP | 222 | $36.0K | 0.01% | −320−59.0% | Reduced |
| Webster Bank, N. A. | 220 | $35.9K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 220 | $35.9K | 0.02% | −55−20.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 219 | $35.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 206 | $33.7K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 202 | $33.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 200 | $32.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $32.6K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 200 | $32.6K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $32.6K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 197 | $32.1K | 0.02% | +1+0.5% | Added |
| Financial Management Professionals, Inc. | 187 | $31.0K | 0.01% | −582−75.7% | Reduced |
| JFS Wealth Advisors, LLC | 189 | $30.8K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 182 | $29.7K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 181 | $29.5K | 0.01% | +166+1,106.7% | Added |
| Strategic Investment Solutions, Inc. | 180 | $29.4K | 0.01% | +180 | New |
| Addison Advisors LLC | 179 | $29.2K | 0.02% | −4−2.2% | Reduced |
| Raffa Wealth Management, LLC | 172 | $28.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 165 | $26.9K | 0.00% | −116−41.3% | Reduced |
| Pin Oak Investment Advisors Inc | 162 | $26.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 163 | $26.0K | 0.02% | +1+0.6% | Added |
| Hallmark Capital Management Inc | 150 | $24.5K | 0.00% | −1,125−88.2% | Reduced |
| True Wealth Design, LLC | 150 | $24.4K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 150 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 143 | $23.3K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 146 | $23.1K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 141 | $23.0K | 0.00% | +31+28.2% | Added |
| American National Bank | 137 | $22.4K | 0.00% | −70−33.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 134 | $21.9K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 125 | $20.0K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 121 | $19.7K | 0.00% | +121 | New |
| PFS Partners, LLC | 120 | $19.6K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 110 | $17.9K | 0.01% | −300−73.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 109 | $17.8K | 0.01% | +72+194.6% | Added |
| Lowe Wealth Advisors, LLC | 102 | $16.6K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 102 | $16.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 99 | $16.4K | 0.00% | −1−1.0% | Reduced |
| Private Ocean, LLC | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 99 | $16.2K | 0.01% | −5−4.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 101 | $16.0K | 0.00% | −29−22.3% | Reduced |
| Gould Capital, LLC | 95 | $15.5K | 0.01% | −20−17.4% | Reduced |
| Venturi Wealth Management, LLC | 92 | $15.0K | 0.00% | +92 | New |
| Oliver Lagore Vanvalin Investment Group | 91 | $14.8K | 0.01% | −30−24.8% | Reduced |
| Evermay Wealth Management LLC | 80 | $13.1K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $13.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $13.1K | 0.00% | +4+5.3% | Added |
| Kessler Investment Group, LLC | 74 | $12.1K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,943,355 | $11.9K | 0.06% | +1,943,355 | New |
| Beacon Capital Management, LLC | 68 | $11.1K | 0.00% | −10−12.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 66 | $10.8K | 0.00% | −256−79.5% | Reduced |
| Loomis Sayles & Co L P | 64 | $10.0K | 0.00% | −357−84.8% | Reduced |
| Slocum, Gordon & Co LLP | 59 | $9.90K | 0.01% | +9+18.0% | Added |
| Atlas Capital Advisors LLC | 60 | $9.79K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 53 | $8.69K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 53 | $8.65K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $8.16K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $8.16K | 0.00% | +50 | New |
| FNY Investment Advisers, LLC | 50 | $8.00K | 0.01% | +50 | New |
| Pacific Center for Financial Services | 49 | $7.97K | 0.00% | +49 | New |
| Y.D. More Investments Ltd | 44 | $7.12K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 42 | $6.85K | 0.00% | +31+281.8% | Added |