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Livermore
Livermore
ZHEN

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; 2,378 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, Q2 2023

Institutional positions in Waste Management Inc as of Jun 30, 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
1,775
+47 vs. Q1 2023
Shares held
325.5M
−5.58M (−1.7%) vs. Q1 2023
Total value
$56.4B
+$2.70B (+5.0%) vs. Q1 2023
New holders
123
637 more added
Sold out
76
703 more reduced

9 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,775 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,378 institutions
Value heldQ2 2023: $56.4B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,378$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q1 2023.

Institutions holding WM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank57,217$160.00%+57,217New
Blume Capital Management, Inc.1$1760.00%00.0%Unchanged
Tfo-TDC, LLC2$3470.00%00.0%Unchanged
25 LLC3$5060.00%00.0%Unchanged
Atlas Capital Advisors LLC5$8670.00%−55−91.7%Reduced
New Millennium Group LLC5$9340.00%00.0%Unchanged
VitalStone Financial, LLC9$1.00K0.00%−27−75.0%Reduced
Safeguard Financial, LLC6$1.00K0.00%+6New
Clear Investment Research, LLC7$1.21K0.00%−8−53.3%Reduced
Carmichael Hill & Associates, Inc.7$1.21K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.7$1.21K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC7$1.21K0.00%00.0%Unchanged
Highline Wealth Partners LLC10$1.73K0.00%00.0%Unchanged
Logan Capital Management Inc13$2.25K0.00%−635−98.0%Reduced
USA Financial Portformulas Corp14$2.43K0.00%00.0%Unchanged
Global Wealth Strategies & Associates14$2.43K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC18$3.12K0.00%+18New
Bellevue Asset Management, LLC20$3.47K0.00%00.0%Unchanged
DecisionPoint Financial, LLC20$3.47K0.00%00.0%Unchanged
West Financial Advisors, LLC20$3.47K0.00%+20New
Copeland Capital Management, LLC21$3.64K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.22$3.82K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.24$4.16K0.00%00.0%Unchanged
DT Investment Partners, LLC26$4.23K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC26$4.51K0.00%00.0%Unchanged
Cowen Prime Advisors LLC26$4.51K0.00%00.0%Unchanged
Hexagon Capital Partners LLC26$4.51K0.00%+3+13.0%Added
Cranbrook Wealth Management, LLC26$4.56K0.00%00.0%Unchanged
Stephens Consulting, LLC27$4.68K0.00%00.0%Unchanged
SJS Investment Consulting Inc.30$5.20K0.00%00.0%Unchanged
Eagle Bay Advisors LLC30$5.20K0.00%00.0%Unchanged
WFA of San Diego, LLC30$5.20K0.01%+30New
Laurel Wealth Advisors LLC31$5.38K0.00%00.0%Unchanged
Cornerstone Planning Group LLC34$5.90K0.00%+34New
CGC Financial Services, LLC35$6.07K0.00%+35New
Kelly Financial Services LLC38$6.59K0.00%+38New
Your Advocates Ltd., LLP40$6.94K0.00%+40New
Silicon Valley Capital Partners40$6.97K0.00%+40New
Y.D. More Investments Ltd44$7.59K0.00%00.0%Unchanged
Horizons Wealth Management49$8.50K0.01%+16+48.5%Added
Pacific Center for Financial Services49$8.51K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC50$8.67K0.00%00.0%Unchanged
JDM Financial Group LLC53$9.19K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.53$9.19K0.00%+14+35.9%Added
WFA Asset Management Corp53$9.27K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC60$10.4K0.01%+60New
Ritter Daniher Financial Advisory LLC66$11.4K0.00%00.0%Unchanged
Missouri Trust & Investment Co70$12.1K0.01%+70New
Activest Wealth Management81$12.7K0.01%+78+2,600.0%Added
Kessler Investment Group, LLC74$12.8K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC76$13.0K0.00%−25−24.8%Reduced
Brown, Lisle/Cummings, Inc.75$13.0K0.01%−375−83.3%Reduced
Evermay Wealth Management LLC80$13.9K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.80$13.9K0.01%00.0%Unchanged
Trust Co81$14.0K0.00%−300−78.7%Reduced
Archer Investment Corp83$14.4K0.01%+75+937.5%Added
First Capital Advisors Group, LLC.84$14.6K0.01%+84New
Gould Capital, LLC85$14.7K0.01%−10−10.5%Reduced
Sound Income Strategies, LLC86$14.9K0.00%−79−47.9%Reduced
Bell Investment Advisors, Inc86$14.9K0.00%+6+7.5%Added
Roble, Belko & Company, Inc84$15.0K0.00%−2,473−96.7%Reduced
Oliver Lagore Vanvalin Investment Group91$15.8K0.01%00.0%Unchanged
GW&K Investment Management, LLC93$16.0K0.00%+93New
JJJ Advisors Inc.99$17.2K0.00%00.0%Unchanged
Aspire Private Capital, LLC99$17.2K0.01%00.0%Unchanged
Private Ocean, LLC100$17.3K0.00%00.0%Unchanged
Luken Investment Analytics, LLC100$17.3K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC102$17.7K0.01%00.0%Unchanged
Focused Wealth Management, Inc102$17.7K0.00%00.0%Unchanged
Nemes Rush Group LLC102$17.7K0.00%+102New
Venturi Wealth Management, LLC105$18.2K0.00%+13+14.1%Added
Jackson, Grant Investment Advisers, Inc.109$18.9K0.01%00.0%Unchanged
West Branch Capital LLC110$19.1K0.01%00.0%Unchanged
PFS Partners, LLC120$20.8K0.02%00.0%Unchanged
Magellan Asset Management Ltd121$21.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.125$22.0K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC134$23.2K0.01%00.0%Unchanged
Mendota Financial Group, LLC146$25.3K0.03%00.0%Unchanged
SRS Capital Advisors, Inc.149$25.9K0.00%+8+5.7%Added
True Wealth Design, LLC150$26.0K0.01%00.0%Unchanged
PrairieView Partners, LLC150$26.0K0.00%00.0%Unchanged
Spirit of America Management Corp150$26.0K0.01%+150New
Mizuho Securities Co. Ltd.160$27.7K0.06%+160New
Pin Oak Investment Advisors Inc162$28.0K0.03%00.0%Unchanged
McClarren Financial Advisors, Inc.163$28.0K0.02%00.0%Unchanged
Slocum, Gordon & Co LLP161$28.1K0.02%+102+172.9%Added
Loomis Sayles & Co L P166$29.0K0.00%+102+159.4%Added
Strategic Investment Solutions, Inc.180$29.3K0.01%00.0%Unchanged
AXS Investments LLC171$29.7K0.01%−97−36.2%Reduced
Raffa Wealth Management, LLC172$29.8K0.01%00.0%Unchanged
Financial Management Professionals, Inc.171$30.0K0.01%−16−8.6%Reduced
Addison Advisors LLC179$31.0K0.02%00.0%Unchanged
Disciplined Investments, LLC181$31.4K0.02%−1−0.5%Reduced
JFS Wealth Advisors, LLC183$31.7K0.00%−6−3.2%Reduced
Cassady Schiller Wealth Management, LLC190$33.0K0.02%+90+90.0%Added
Beacon Capital Management, LLC190$33.0K0.01%+122+179.4%Added
Twin Lakes Capital Management, LLC198$34.3K0.02%+1+0.5%Added
Osterweis Capital Management Inc200$34.7K0.00%00.0%Unchanged
Duncker Streett & Co Inc200$34.7K0.01%00.0%Unchanged
Earnest Partners LLC200$34.7K0.00%00.0%Unchanged