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; 2,379 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 | 2,379 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,325 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,207 | $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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 8,413 | $1.37M | 0.17% | +8,413 | New |
| Williams Jones Wealth Management, LLC. | 8,373 | $1.37M | 0.02% | +71+0.9% | Added |
| Legacy Advisors, LLC | 8,315 | $1.36M | 0.25% | +906+12.2% | Added |
| Oxbow Advisors, LLC | 8,248 | $1.35M | 0.24% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 8,200 | $1.34M | 0.50% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,198 | $1.34M | 0.11% | +315+4.0% | Added |
| Chicago Partners Investment Group LLC | 7,980 | $1.32M | 0.08% | +10.0% | Added |
| Lincoln National Corp | 8,087 | $1.32M | 0.03% | −756−8.5% | Reduced |
| Aries Wealth Management | 8,063 | $1.32M | 0.54% | +430+5.6% | Added |
| Leonteq Securities AG | 8,005 | $1.31M | 0.12% | −1,187−12.9% | Reduced |
| Level Four Advisory Services, LLC | 7,999 | $1.31M | 0.09% | +1,148+16.8% | Added |
| United Capital Management of KS, Inc. | 7,977 | $1.30M | 0.49% | −147−1.8% | Reduced |
| Paragon Private Wealth Management, LLC | 7,976 | $1.30M | 1.10% | −92−1.1% | Reduced |
| Lavaca Capital LLC | 7,936 | $1.29M | 0.30% | +36+0.5% | Added |
| Signaturefd, LLC | 7,931 | $1.29M | 0.04% | +973+14.0% | Added |
| Capital Investment Advisors, LLC | 7,926 | $1.29M | 0.04% | −342−4.1% | Reduced |
| Parsons Capital Management Inc | 7,915 | $1.29M | 0.10% | +5,485+225.7% | Added |
| Imprint Wealth LLC | 7,904 | $1.29M | 0.85% | +7,904 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 7,871 | $1.28M | 0.73% | +294+3.9% | Added |
| MRP Capital Investments, LLC | 7,785 | $1.27M | 1.39% | −1,706−18.0% | Reduced |
| FRG Family Wealth Advisors LLC | 7,707 | $1.26M | 0.29% | −325−4.0% | Reduced |
| Fayez Sarofim & Co | 7,637 | $1.25M | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7,633 | $1.25M | 0.17% | +156+2.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,605 | $1.24M | 0.01% | −104,974−93.2% | Reduced |
| Lido Advisors, LLC | 7,559 | $1.23M | 0.02% | +1,770+30.6% | Added |
| Zions Bancorporation, N.A. | 7,543 | $1.23M | 0.11% | +601+8.7% | Added |
| DFPG Investments, LLC | 7,505 | $1.22M | 0.13% | +4,772+174.6% | Added |
| Mystic Asset Management, Inc. | 7,500 | $1.22M | 0.68% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 7,483 | $1.22M | 0.19% | +60+0.8% | Added |
| Robertson Stephens Wealth Management, LLC | 7,422 | $1.21M | 0.10% | +857+13.1% | Added |
| Bank of Nova Scotia Trust Co | 7,369 | $1.20M | 0.13% | −247−3.2% | Reduced |
| Northwest Bancshares, Inc. | 7,364 | $1.20M | 0.23% | −33−0.4% | Reduced |
| Baker Ellis Asset Management LLC | 7,346 | $1.20M | 0.21% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 7,346 | $1.20M | 0.18% | −168−2.2% | Reduced |
| West Family Investments, Inc. | 7,340 | $1.20M | 0.47% | −107−1.4% | Reduced |
| Nations Financial Group Inc, | 7,324 | $1.20M | 0.13% | +491+7.2% | Added |
| Canton Hathaway, LLC | 7,318 | $1.19M | 0.41% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 7,302 | $1.19M | 1.51% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 7,295 | $1.19M | 0.14% | −1,894−20.6% | Reduced |
| Busey Wealth Management | 7,291 | $1.19M | 0.05% | −20.0% | Reduced |
| Heritage Wealth Advisors | 7,265 | $1.19M | 0.07% | +268+3.8% | Added |
| Ignite Planners, LLC | 7,297 | $1.18M | 0.49% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 7,245 | $1.18M | 0.32% | +7,245 | New |
| Ballentine Partners, LLC | 7,237 | $1.18M | 0.03% | +3,252+81.6% | Added |
| TCWP LLC | 7,191 | $1.17M | 0.22% | +24+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,164 | $1.17M | 0.08% | +889+14.2% | Added |
| JT Stratford LLC | 7,085 | $1.16M | 0.33% | −3,926−35.7% | Reduced |
| Stokes Family Office, LLC | 7,074 | $1.15M | 0.14% | +1,604+29.3% | Added |
| Stiles Financial Services Inc | 6,999 | $1.14M | 0.61% | +17+0.2% | Added |
| First Hawaiian Bank | 6,989 | $1.14M | 0.04% | −139−2.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,986 | $1.14M | 0.24% | −11,945−63.1% | Reduced |
| MQS Management LLC | 6,970 | $1.14M | 0.73% | +6,970 | New |
| Oppenheimer Asset Management Inc. | 6,941 | $1.13M | 0.02% | +290+4.4% | Added |
| Legacy Bridge, LLC | 6,875 | $1.12M | 0.78% | +6,835+17,087.5% | Added |
| Evercore Wealth Management, LLC | 6,847 | $1.12M | 0.02% | −4−0.1% | Reduced |
| Tempus Wealth Planning, LLC | 6,788 | $1.11M | 0.54% | −511−7.0% | Reduced |
| MBM Wealth Consultants, LLC | 6,238 | $1.11M | 0.47% | 00.0% | Unchanged |
| Banco Santander, S.A. | 6,747 | $1.10M | 0.02% | +6,747 | New |
| Dorsey & Whitney Trust CO LLC | 6,743 | $1.10M | 0.10% | −166−2.4% | Reduced |
| Checchi Capital Advisers, LLC | 6,720 | $1.10M | 0.11% | −201−2.9% | Reduced |
| FourThought Financial Partners, LLC | 6,700 | $1.09M | 0.15% | −139−2.0% | Reduced |
| Wedgewood Investors Inc | 6,700 | $1.09M | 1.43% | −200−2.9% | Reduced |
| First National Advisers, LLC | 6,681 | $1.09M | 1.24% | +319+5.0% | Added |
| Buckingham Strategic Wealth, LLC | 6,936 | $1.09M | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,646 | $1.09M | 0.04% | +2,025+43.8% | Added |
| SG Americas Securities, LLC | 6,563 | $1.07M | 0.01% | +3,518+115.5% | Added |
| Coldstream Capital Management Inc | 6,523 | $1.06M | 0.04% | −160−2.4% | Reduced |
| Arden Trust Co | 6,507 | $1.06M | 0.19% | −1,366−17.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,489 | $1.06M | 0.11% | +21+0.3% | Added |
| IVC Wealth Advisors LLC | 6,485 | $1.06M | 0.75% | −99−1.5% | Reduced |
| Horizon Investments, LLC | 6,483 | $1.06M | 0.03% | +680+11.7% | Added |
| AIA Group Ltd | 6,455 | $1.05M | 0.06% | −1,034−13.8% | Reduced |
| L.M. Kohn & Company | 6,435 | $1.05M | 0.44% | −178−2.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.05M | 0.14% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 6,390 | $1.04M | 0.12% | −555−8.0% | Reduced |
| Ameritas Advisory Services, LLC | 6,355 | $1.04M | 0.05% | −2,973−31.9% | Reduced |
| Boyar Asset Management Inc. | 6,361 | $1.04M | 0.80% | −80−1.2% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 6,409 | $1.04M | 0.99% | +252+4.1% | Added |
| Quantitative Investment Management, LLC | 6,348 | $1.03M | 0.22% | +6,348 | New |
| VeraBank, N.A. | 6,340 | $1.03M | 0.48% | −44−0.7% | Reduced |
| Cim Investment Mangement Inc | 6,335 | $1.03M | 0.38% | +6,335 | New |
| Strategic Wealth Partners, Ltd. | 6,326 | $1.03M | 0.16% | +91+1.5% | Added |
| Meeder Asset Management Inc | 6,264 | $1.02M | 0.08% | −10,053−61.6% | Reduced |
| CM Wealth Advisors LLC | 6,200 | $1.01M | 0.20% | +6,200 | New |
| Caxton Associates LP | 6,213 | $1.01M | 0.16% | +6,213 | New |
| Caldwell Trust Co | 6,195 | $1.01M | 0.14% | +436+7.6% | Added |
| Western Wealth Management, LLC | 6,155 | $1.00M | 0.09% | −13−0.2% | Reduced |
| Mainstay Capital Management LLC | 6,151 | $1.00M | 0.20% | −450−6.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,108 | $996.6K | 0.62% | +10.0% | Added |
| Symmetry Partners, LLC | 6,105 | $996.0K | 0.05% | +884+16.9% | Added |
| Welch & Forbes LLC | 6,082 | $992.4K | 0.02% | +440+7.8% | Added |
| Graypoint LLC | 6,080 | $992.1K | 0.11% | +1,355+28.7% | Added |
| Titleist Asset Management, LLC | 6,074 | $991.2K | 0.21% | +6,074 | New |
| Venture Visionary Partners LLC | 6,050 | $987.1K | 0.06% | +111+1.9% | Added |
| Whittier Trust Co of Nevada Inc | 6,043 | $986.0K | 0.04% | −5−0.1% | Reduced |
| Wedbush Securities Inc | 6,022 | $983.0K | 0.05% | +247+4.3% | Added |
| Confluence Wealth Services, Inc. | 6,017 | $981.8K | 0.23% | +109+1.8% | Added |
| Birch Hill Investment Advisors LLC | 6,009 | $980.5K | 0.06% | −45−0.7% | Reduced |
| Cobblestone Capital Advisors LLC | 6,004 | $979.7K | 0.07% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,997 | $978.6K | 0.04% | +94+1.6% | Added |