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, 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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 6,264 | $1.09M | 0.41% | −171−2.7% | Reduced |
| Caldwell Trust Co | 6,317 | $1.10M | 0.14% | +122+2.0% | Added |
| VeraBank, N.A. | 6,340 | $1.10M | 0.42% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 6,361 | $1.10M | 0.82% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.11M | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,439 | $1.12M | 0.04% | +442+7.4% | Added |
| IVC Wealth Advisors LLC | 6,452 | $1.12M | 0.71% | −33−0.5% | Reduced |
| Fiera Capital Corp | 6,460 | $1.12M | 0.00% | +3,600+125.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,508 | $1.13M | 0.11% | +19+0.3% | Added |
| Bank of Nova Scotia Trust Co | 6,565 | $1.14M | 0.12% | −804−10.9% | Reduced |
| New England Research & Management, Inc. | 6,625 | $1.15M | 0.67% | −2,150−24.5% | Reduced |
| Checchi Capital Advisers, LLC | 6,643 | $1.15M | 0.10% | −77−1.1% | Reduced |
| Wedgewood Investors Inc | 6,700 | $1.16M | 1.49% | 00.0% | Unchanged |
| First National Advisers, LLC | 6,720 | $1.17M | 1.07% | +39+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 6,744 | $1.17M | 0.22% | −242−3.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,760 | $1.17M | 0.06% | +853+14.4% | Added |
| Tempus Wealth Planning, LLC | 6,767 | $1.17M | 0.53% | −21−0.3% | Reduced |
| Busey Wealth Management | 6,767 | $1.17M | 0.05% | −524−7.2% | Reduced |
| Evercore Wealth Management, LLC | 6,847 | $1.19M | 0.02% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 6,867 | $1.19M | 0.59% | −132−1.9% | Reduced |
| Prospera Financial Services Inc | 6,868 | $1.19M | 0.05% | +222+3.3% | Added |
| MBM Wealth Consultants, LLC | 7,046 | $1.19M | 0.51% | +808+13.0% | Added |
| Legacy Bridge, LLC | 6,875 | $1.19M | 0.80% | 00.0% | Unchanged |
| Atom Investors LP | 6,876 | $1.19M | 0.45% | +6,876 | New |
| Ignite Planners, LLC | 7,047 | $1.20M | 0.46% | −250−3.4% | Reduced |
| Banco Santander, S.A. | 6,923 | $1.20M | 0.02% | +176+2.6% | Added |
| Dorsey & Whitney Trust CO LLC | 6,928 | $1.20M | 0.10% | +185+2.7% | Added |
| LMCG Investments, LLC | 6,978 | $1.21M | 0.08% | +1,773+34.1% | Added |
| BW Gestao de Investimentos Ltda. | 7,000 | $1.21M | 0.19% | +7,000 | New |
| Zions Bancorporation, N.A. | 7,022 | $1.22M | 0.10% | −521−6.9% | Reduced |
| Consolidated Portfolio Review Corp | 7,169 | $1.24M | 0.30% | −76−1.0% | Reduced |
| Coldstream Capital Management Inc | 7,173 | $1.24M | 0.04% | +650+10.0% | Added |
| TCWP LLC | 7,215 | $1.25M | 0.27% | +24+0.3% | Added |
| Jaffetilchin Investment Partners, LLC | 7,224 | $1.25M | 0.13% | −71−1.0% | Reduced |
| Balentine LLC | 7,238 | $1.26M | 0.04% | +2,246+45.0% | Added |
| Stokes Family Office, LLC | 7,239 | $1.26M | 0.15% | +165+2.3% | Added |
| Horizon Investments, LLC | 7,250 | $1.26M | 0.04% | +767+11.8% | Added |
| Baker Ellis Asset Management LLC | 7,260 | $1.26M | 0.21% | −86−1.2% | Reduced |
| Heritage Wealth Advisors | 7,294 | $1.26M | 0.07% | +29+0.4% | Added |
| Luts & Greenleigh Group, Inc | 7,302 | $1.27M | 1.56% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 7,320 | $1.27M | 0.04% | +7,320 | New |
| Level Four Advisory Services, LLC | 7,359 | $1.28M | 0.08% | −640−8.0% | Reduced |
| Teza Capital Management LLC | 7,361 | $1.28M | 0.21% | +4,082+124.5% | Added |
| Prairie Sky Financial Group LLC | 7,366 | $1.28M | 0.87% | +7,366 | New |
| West Family Investments, Inc. | 7,389 | $1.28M | 0.50% | +49+0.7% | Added |
| Chicago Partners Investment Group LLC | 7,850 | $1.28M | 0.07% | −130−1.6% | Reduced |
| Thoroughbred Financial Services, LLC | 7,422 | $1.29M | 0.17% | +76+1.0% | Added |
| Tokio Marine Asset Management Co Ltd | 7,433 | $1.29M | 0.08% | +269+3.8% | Added |
| Strategic Wealth Partners, Ltd. | 7,439 | $1.29M | 0.17% | +1,113+17.6% | Added |
| IHT Wealth Management, LLC | 7,444 | $1.29M | 0.07% | +1,672+29.0% | Added |
| Pegasus Partners Ltd. | 7,456 | $1.29M | 0.19% | −27−0.4% | Reduced |
| Mystic Asset Management, Inc. | 7,500 | $1.30M | 0.70% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 7,507 | $1.30M | 0.24% | +143+1.9% | Added |
| Private Trust Co NA | 7,519 | $1.30M | 0.16% | −114−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,630 | $1.32M | 0.17% | +7,630 | New |
| Fayez Sarofim & Co | 7,637 | $1.32M | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 7,900 | $1.33M | 0.70% | +29+0.4% | Added |
| Nations Financial Group Inc, | 7,644 | $1.33M | 0.13% | +320+4.4% | Added |
| WT Wealth Management | 7,684 | $1.33M | 0.55% | −769−9.1% | Reduced |
| FRG Family Wealth Advisors LLC | 7,707 | $1.34M | 0.29% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 7,772 | $1.35M | 0.05% | +2,092+36.8% | Added |
| Wedbush Securities Inc | 7,779 | $1.35M | 0.06% | +1,757+29.2% | Added |
| IFP Advisors, Inc | 16,087 | $1.35M | 0.07% | −15,100−48.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,823 | $1.36M | 0.02% | +887+12.8% | Added |
| Capital Investment Advisors, LLC | 7,844 | $1.36M | 0.04% | −82−1.0% | Reduced |
| LGT Group Foundation | 7,849 | $1.36M | 0.03% | −3,280−29.5% | Reduced |
| Oppenheimer Asset Management Inc. | 7,912 | $1.37M | 0.02% | +971+14.0% | Added |
| United Capital Management of KS, Inc. | 7,919 | $1.37M | 0.44% | −58−0.7% | Reduced |
| Signaturefd, LLC | 8,042 | $1.39M | 0.04% | +111+1.4% | Added |
| Imprint Wealth LLC | 8,109 | $1.40M | 0.88% | +205+2.6% | Added |
| Aries Wealth Management | 8,090 | $1.40M | 0.54% | +27+0.3% | Added |
| Paragon Private Wealth Management, LLC | 8,103 | $1.41M | 1.12% | +127+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 8,120 | $1.41M | 0.18% | +3,991+96.7% | Added |
| Becker Capital Management Inc | 8,121 | $1.41M | 0.05% | −1,375−14.5% | Reduced |
| WBH Advisory Inc | 8,188 | $1.42M | 0.17% | −225−2.7% | Reduced |
| O'Brien Greene & Co. Inc | 8,200 | $1.42M | 0.49% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,222 | $1.43M | 0.13% | +24+0.3% | Added |
| Lincoln National Corp | 8,240 | $1.43M | 0.03% | +153+1.9% | Added |
| Veriti Management LLC | 8,249 | $1.43M | 0.16% | −704−7.9% | Reduced |
| Parallel Advisors, LLC | 8,250 | $1.43M | 0.05% | −2,136−20.6% | Reduced |
| Oxbow Advisors, LLC | 8,275 | $1.44M | 0.23% | +27+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 8,290 | $1.44M | 0.02% | −83−1.0% | Reduced |
| Griffin Asset Management, Inc. | 8,303 | $1.44M | 0.19% | −224−2.6% | Reduced |
| Aspen Investment Management Inc | 8,481 | $1.47M | 0.87% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 8,483 | $1.47M | 0.00% | −782,588−98.9% | Reduced |
| Spire Wealth Management | 8,492 | $1.47M | 0.05% | −398−4.5% | Reduced |
| Cim Investment Mangement Inc | 8,494 | $1.47M | 0.50% | +2,159+34.1% | Added |
| Meridian Wealth Management, LLC | 8,536 | $1.48M | 0.12% | −40.0% | Reduced |
| Leonteq Securities AG | 8,605 | $1.49M | 0.15% | +600+7.5% | Added |
| Oak Asset Management, LLC | 8,622 | $1.50M | 0.62% | +125+1.5% | Added |
| Sage Investment Advisers LLC | 8,644 | $1.50M | 2.00% | −900−9.4% | Reduced |
| Concentric Capital Strategies, LP | 8,666 | $1.50M | 0.32% | −7,567−46.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,670 | $1.50M | 0.20% | −235−2.6% | Reduced |
| NVWM, LLC | 8,696 | $1.51M | 0.49% | +77+0.9% | Added |
| Atlantic Trust, LLC | 9,227 | $1.51M | 0.48% | −4,980−35.1% | Reduced |
| Resources Management Corp | 8,701 | $1.51M | 0.24% | +8,601+8,601.0% | Added |
| Northeast Financial Group, Inc. | 8,779 | $1.52M | 0.98% | −5,895−40.2% | Reduced |
| Armstrong Advisory Group, Inc | 8,788 | $1.52M | 0.16% | −10−0.1% | Reduced |
| Garrison Point Advisors, LLC | 8,850 | $1.53M | 1.11% | −60−0.7% | Reduced |
| Panagora Asset Management Inc | 8,871 | $1.54M | 0.01% | +133+1.5% | Added |