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 |
|---|---|---|---|---|---|
| Blodgett Wealth Advisors, LLC | 8,911 | $1.55M | 1.61% | +450+5.3% | Added |
| Dark Forest Capital Management LP | 8,933 | $1.55M | 0.16% | +7,748+653.8% | Added |
| Roanoke Asset Management Corp | 8,941 | $1.55M | 0.61% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,972 | $1.56M | 0.28% | −87−1.0% | Reduced |
| Ironwood Investment Counsel, LLC | 8,972 | $1.56M | 0.35% | +193+2.2% | Added |
| McRae Capital Management Inc | 8,985 | $1.56M | 0.44% | 00.0% | Unchanged |
| Bank of New Hampshire | 9,032 | $1.57M | 0.45% | −2,686−22.9% | Reduced |
| Great Valley Advisor Group, Inc. | 9,047 | $1.57M | 0.07% | −30.0% | Reduced |
| Ontario Teachers Pension Plan Board | 9,053 | $1.57M | 0.02% | −4,248−31.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 9,068 | $1.57M | 0.25% | −1,152−11.3% | Reduced |
| Powers Advisory Group, LLC | 9,159 | $1.59M | 1.05% | +27+0.3% | Added |
| Providence Wealth Advisors, LLC | 9,319 | $1.59M | 1.76% | +81+0.9% | Added |
| Azzad Asset Management Inc | 9,272 | $1.61M | 0.22% | +97+1.1% | Added |
| Caliber Wealth Management, LLC | 9,282 | $1.61M | 1.08% | −32−0.3% | Reduced |
| Cohen Klingenstein LLC | 9,300 | $1.61M | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,325 | $1.62M | 0.06% | −134−1.4% | Reduced |
| Columbia Asset Management | 9,329 | $1.62M | 0.35% | −35−0.4% | Reduced |
| EP Wealth Advisors, LLC | 12,624 | $1.62M | 0.03% | −99,561−88.7% | Reduced |
| Valeo Financial Advisors, LLC | 9,375 | $1.63M | 0.07% | +739+8.6% | Added |
| Peterson Wealth Management | 9,418 | $1.63M | 1.29% | +145+1.6% | Added |
| Legacy Advisors, LLC | 9,436 | $1.64M | 0.24% | +1,121+13.5% | Added |
| Karpas Strategies, LLC | 9,436 | $1.64M | 0.55% | +26+0.3% | Added |
| Natixis Investment Managers International | 9,490 | $1.65M | 0.12% | +239+2.6% | Added |
| DFPG Investments, LLC | 9,877 | $1.65M | 0.15% | +2,372+31.6% | Added |
| Garner Asset Management Corp | 9,591 | $1.66M | 0.97% | −931−8.8% | Reduced |
| Unigestion Holding SA | 9,874 | $1.67M | 0.10% | +217+2.2% | Added |
| Parsons Capital Management Inc | 9,662 | $1.68M | 0.13% | +1,747+22.1% | Added |
| Garrett Investment Advisors LLC | 9,701 | $1.68M | 0.24% | +482+5.2% | Added |
| Wellington Shields & Co., LLC | 9,716 | $1.68M | 0.40% | −1,099−10.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,732 | $1.69M | 0.83% | −309−3.1% | Reduced |
| Accretive Wealth Partners, LLC | 9,841 | $1.71M | 1.01% | +152+1.6% | Added |
| We Are One Seven, LLC | 9,865 | $1.71M | 0.16% | −7,220−42.3% | Reduced |
| Kingsview Wealth Management, LLC | 9,883 | $1.71M | 0.07% | +34+0.3% | Added |
| Vident Investment Advisory, LLC | 9,902 | $1.72M | 0.06% | −3,342−25.2% | Reduced |
| JGP Wealth Management, LLC | 9,947 | $1.73M | 0.28% | +449+4.7% | Added |
| Simplex Trading, LLC | 9,964 | $1.73M | 0.07% | +9,964 | New |
| Sequoia Financial Advisors, LLC | 9,965 | $1.73M | 0.03% | +1,133+12.8% | Added |
| HMS Capital Management, LLC | 9,978 | $1.73M | 1.05% | −620−5.9% | Reduced |
| Valmark Advisers, Inc. | 9,985 | $1.73M | 0.04% | −1,093−9.9% | Reduced |
| Bowie Capital Management, LLC | 10,000 | $1.73M | 0.23% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,018 | $1.74M | 0.12% | +822+8.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,020 | $1.74M | 1.20% | −175−1.7% | Reduced |
| Ballentine Partners, LLC | 10,059 | $1.74M | 0.04% | +2,822+39.0% | Added |
| Alberta Investment Management Corp | 10,100 | $1.75M | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 10,105 | $1.75M | 0.07% | +5,445+116.8% | Added |
| Rothschild Investment Corp | 10,186 | $1.77M | 0.15% | +113+1.1% | Added |
| Canton Hathaway, LLC | 10,238 | $1.77M | 0.56% | +2,920+39.9% | Added |
| Focus Financial Network, Inc. | 10,264 | $1.78M | 0.10% | −985−8.8% | Reduced |
| Franklin Street Advisors Inc | 10,293 | $1.78M | 0.15% | −9,150−47.1% | Reduced |
| Payden & Rygel | 10,300 | $1.79M | 0.13% | −1,500−12.7% | Reduced |
| Adirondack Trust Co | 10,996 | $1.80M | 0.84% | +63+0.6% | Added |
| Citizens Financial Group Inc | 10,401 | $1.80M | 0.07% | +1,038+11.1% | Added |
| Ostrum Asset Management | 10,427 | $1.81M | 0.15% | +35+0.3% | Added |
| GFS Advisors, LLC | 10,450 | $1.81M | 0.40% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 10,500 | $1.82M | 0.36% | +114+1.1% | Added |
| Greenleaf Trust | 10,489 | $1.82M | 0.02% | +151+1.5% | Added |
| Motley Fool Asset Management LLC | 10,492 | $1.82M | 0.16% | +10,492 | New |
| Robertson Stephens Wealth Management, LLC | 10,515 | $1.82M | 0.13% | +3,093+41.7% | Added |
| Lido Advisors, LLC | 10,546 | $1.83M | 0.02% | +2,987+39.5% | Added |
| Flagship Harbor Advisors, LLC | 10,550 | $1.83M | 0.15% | −97−0.9% | Reduced |
| Lavaca Capital LLC | 10,557 | $1.83M | 0.57% | +2,621+33.0% | Added |
| IAM Advisory, LLC | 10,565 | $1.83M | 0.63% | +461+4.6% | Added |
| Mitchell Sinkler & Starr | 10,642 | $1.85M | 0.52% | −130−1.2% | Reduced |
| Red Cedar Investment Management, LLC | 10,648 | $1.85M | 0.28% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 10,675 | $1.85M | 0.85% | −1,060−9.0% | Reduced |
| Sumitomo Life Insurance Co | 10,697 | $1.86M | 0.08% | −910−7.8% | Reduced |
| Members Capital Advisors Inc | 10,752 | $1.86M | 1.91% | −2,349−17.9% | Reduced |
| Colony Group LLC | 10,768 | $1.87M | 0.03% | −1,434−11.8% | Reduced |
| Palumbo Wealth Management LLC | 10,848 | $1.88M | 1.15% | +904+9.1% | Added |
| Fiduciary Trust Co | 10,859 | $1.88M | 0.03% | +712+7.0% | Added |
| Insight Wealth Strategies, LLC | 10,885 | $1.89M | 0.36% | −84−0.8% | Reduced |
| YHB Investment Advisors, Inc. | 10,979 | $1.90M | 0.18% | +458+4.4% | Added |
| Essex LLC | 10,980 | $1.90M | 0.53% | −446−3.9% | Reduced |
| Nixon Peabody Trust Co | 11,047 | $1.92M | 1.55% | −3,072−21.8% | Reduced |
| Lederer & Associates Investment Counsel | 11,056 | $1.92M | 1.45% | −1,632−12.9% | Reduced |
| Allworth Financial LP | 11,113 | $1.93M | 0.02% | +62+0.6% | Added |
| Hudson Canyon Capital Management | 11,187 | $1.94M | 1.53% | −371−3.2% | Reduced |
| Sterling Investment Management, Inc. | 11,292 | $1.96M | 1.55% | −169−1.5% | Reduced |
| Sonora Investment Management Group, LLC | 11,314 | $1.96M | 0.16% | +376+3.4% | Added |
| McIlrath & Eck, LLC | 11,370 | $1.97M | 0.41% | +92+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,417 | $1.98M | 0.12% | +2,044+21.8% | Added |
| Segall Bryant & Hamill, LLC | 11,467 | $1.99M | 0.02% | −1,467−11.3% | Reduced |
| Field & Main Bank | 11,485 | $1.99M | 1.11% | −135−1.2% | Reduced |
| Ancora Advisors, LLC | 11,490 | $1.99M | 0.05% | −177−1.5% | Reduced |
| United Services Automobile Association | 11,492 | $1.99M | 0.06% | +1,014+9.7% | Added |
| Ashton Thomas Private Wealth, LLC | 11,504 | $1.99M | 0.15% | +687+6.4% | Added |
| Schulhoff & Co Inc | 11,525 | $2.00M | 0.93% | −75−0.6% | Reduced |
| Papp L Roy & Associates | 11,529 | $2.00M | 0.26% | −206−1.8% | Reduced |
| United Community Bank | 11,536 | $2.00M | 1.76% | −91−0.8% | Reduced |
| Wetherby Asset Management Inc | 11,635 | $2.02M | 0.11% | +589+5.3% | Added |
| Veritable, L.P. | 11,639 | $2.02M | 0.03% | −1,571−11.9% | Reduced |
| Mechanics Bank Trust Department | 11,669 | $2.02M | 0.32% | −920−7.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,678 | $2.03M | 0.05% | +30.0% | Added |
| Orser Capital Management, LLC | 11,691 | $2.03M | 2.06% | −490−4.0% | Reduced |
| Quaero Capital S.A. | 11,740 | $2.04M | 1.57% | 00.0% | Unchanged |
| First PREMIER Bank | 11,750 | $2.04M | 0.58% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 11,787 | $2.04M | 1.40% | +23+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 11,848 | $2.05M | 0.13% | +1,103+10.3% | Added |
| TKG Advisors, LLC | 11,858 | $2.06M | 1.34% | −571−4.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,866 | $2.06M | 0.06% | −2,090−15.0% | Reduced |