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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 11,930 | $2.07M | 0.14% | −691−5.5% | Reduced |
| Sowell Financial Services LLC | 11,934 | $2.07M | 0.12% | +9,134+326.2% | Added |
| Empirical Finance, LLC | 11,975 | $2.08M | 0.16% | +1,267+11.8% | Added |
| South Dakota Investment Council | 12,120 | $2.10M | 0.04% | −400−3.2% | Reduced |
| Whittier Trust Co | 12,254 | $2.13M | 0.04% | −108−0.9% | Reduced |
| Aldebaran Financial Inc. | 12,302 | $2.13M | 3.06% | −1,363−10.0% | Reduced |
| Hartline Investment Corp | 12,365 | $2.14M | 0.37% | +20+0.2% | Added |
| Baldwin Investment Management, LLC | 12,451 | $2.16M | 0.36% | −320−2.5% | Reduced |
| Credential Qtrade Securities Inc. | 12,452 | $2.16M | 0.14% | −710−5.4% | Reduced |
| Waldron Private Wealth LLC | 12,585 | $2.18M | 0.11% | −498−3.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 12,595 | $2.18M | 0.58% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 12,674 | $2.20M | 0.24% | −3,887−23.5% | Reduced |
| TD Private Client Wealth LLC | 12,681 | $2.20M | 0.09% | −498−3.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 12,736 | $2.21M | 0.09% | −155−1.2% | Reduced |
| Naples Global Advisors, LLC | 12,763 | $2.21M | 0.26% | +894+7.5% | Added |
| McKinley Capital Management LLC /Delaware | 12,848 | $2.23M | 0.30% | −430−3.2% | Reduced |
| Keebeck Wealth Management, LLC | 12,946 | $2.25M | 0.31% | +30+0.2% | Added |
| Viking Fund Management LLC | 13,000 | $2.25M | 0.43% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 13,210 | $2.26M | 0.67% | −175−1.3% | Reduced |
| River Wealth Advisors LLC | 13,225 | $2.29M | 0.39% | +1,261+10.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,289 | $2.31M | 0.17% | +73+0.6% | Added |
| Metis Global Partners, LLC | 13,303 | $2.31M | 0.12% | −1,080−7.5% | Reduced |
| Delta Asset Management LLC | 13,326 | $2.31M | 0.23% | +948+7.7% | Added |
| Connolly Sarah T. | 13,331 | $2.31M | 1.40% | −15−0.1% | Reduced |
| Covenant Asset Management, LLC | 13,456 | $2.33M | 0.69% | −11−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 13,475 | $2.34M | 0.01% | −6,353−32.0% | Reduced |
| LGT Fund Management Co Ltd. | 13,520 | $2.34M | 1.08% | +5,000+58.7% | Added |
| American State Bank (Iowa) | 13,545 | $2.35M | 1.64% | −425−3.0% | Reduced |
| Family Legacy, Inc. | 13,632 | $2.36M | 0.95% | −33−0.2% | Reduced |
| Alps Advisors Inc | 13,653 | $2.37M | 0.02% | +1,301+10.5% | Added |
| Tilt Investment Management Holdings, PBC | 13,671 | $2.37M | 1.57% | 00.0% | Unchanged |
| GAM Holding AG | 13,780 | $2.39M | 0.16% | −15−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 13,803 | $2.39M | 0.05% | +4,291+45.1% | Added |
| Dohj, LLC | 13,856 | $2.40M | 1.03% | −368−2.6% | Reduced |
| Mirador Capital Partners LP | 13,934 | $2.42M | 0.57% | +171+1.2% | Added |
| Ethic Inc. | 13,953 | $2.42M | 0.09% | −746−5.1% | Reduced |
| Baker Avenue Asset Management, LP | 13,995 | $2.43M | 0.12% | +630+4.7% | Added |
| Toth Financial Advisory Corp | 14,003 | $2.43M | 0.35% | +742+5.6% | Added |
| Fundamentun, LLC | 14,028 | $2.43M | 0.37% | +106+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,050 | $2.44M | 0.12% | −110−0.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 14,288 | $2.48M | 0.06% | −564−3.8% | Reduced |
| Stonegate Investment Group, LLC | 14,317 | $2.48M | 0.09% | −85−0.6% | Reduced |
| Guardian Wealth Management, Inc. | 14,342 | $2.49M | 2.27% | +320+2.3% | Added |
| Keeler Thomas Management LLC | 14,364 | $2.49M | 1.01% | −990−6.4% | Reduced |
| Little House Capital LLC | 14,502 | $2.51M | 1.07% | +1,805+14.2% | Added |
| Wealthcare Advisory Partners LLC | 14,628 | $2.54M | 0.11% | −213−1.4% | Reduced |
| Bridgecreek Investment Management, LLC | 14,645 | $2.54M | 0.49% | −750−4.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,650 | $2.54M | 1.53% | +170+1.2% | Added |
| Midwest Professional Planners, LTD. | 14,747 | $2.56M | 1.12% | +842+6.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,771 | $2.56M | 0.01% | −3,974−21.2% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 14,954 | $2.59M | 2.01% | −10,984−42.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 15,708 | $2.60M | 0.08% | +15,708 | New |
| Summit Financial Group Inc | 14,994 | $2.60M | 1.01% | −332−2.2% | Reduced |
| Wesleyan Assurance Society | 15,091 | $2.62M | 0.28% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 15,136 | $2.62M | 0.62% | +278+1.9% | Added |
| Cohen Lawrence B | 15,196 | $2.64M | 1.69% | −190−1.2% | Reduced |
| Jag Capital Management, LLC | 15,250 | $2.64M | 0.31% | −29,994−66.3% | Reduced |
| SYSTM Wealth Solutions LLC | 15,264 | $2.65M | 0.36% | +1,003+7.0% | Added |
| Sawtooth Solutions, LLC | 15,324 | $2.66M | 0.07% | −1,557−9.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 15,328 | $2.66M | 0.91% | −444−2.8% | Reduced |
| Beta Wealth Group, Inc. | 15,329 | $2.66M | 1.54% | +10,869+243.7% | Added |
| Pathstone Family Office, LLC | 14,633 | $2.66M | 0.04% | +82+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 15,387 | $2.67M | 0.06% | −382−2.4% | Reduced |
| Buckingham Capital Management, Inc. | 15,451 | $2.68M | 0.40% | −9,543−38.2% | Reduced |
| Compass Wealth Management LLC | 15,457 | $2.68M | 0.81% | −25−0.2% | Reduced |
| Bleakley Financial Group, LLC | 15,465 | $2.68M | 0.08% | +704+4.8% | Added |
| Pettee Investors, Inc. | 15,483 | $2.69M | 1.21% | 00.0% | Unchanged |
| Girard Partners Ltd. | 15,510 | $2.69M | 0.28% | +188+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,622 | $2.71M | 0.29% | +15,622 | New |
| Guyasuta Investment Advisors Inc | 15,641 | $2.71M | 0.20% | −2,730−14.9% | Reduced |
| Genus Capital Management Inc. | 15,648 | $2.71M | 0.40% | +15,648 | New |
| Amica Mutual Insurance Co | 15,714 | $2.73M | 0.31% | −1,366−8.0% | Reduced |
| Westpac Banking Corp | 15,784 | $2.74M | 0.19% | −51,537−76.6% | Reduced |
| Americana Partners, LLC | 15,861 | $2.75M | 0.35% | −1,669−9.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 15,919 | $2.76M | 0.89% | +538+3.5% | Added |
| Trust Co of Toledo NA | 15,959 | $2.77M | 0.47% | +605+3.9% | Added |
| Everence Capital Management Inc | 17,114 | $2.77M | 0.23% | 00.0% | Unchanged |
| Bell Bank | 16,055 | $2.78M | 0.30% | +45+0.3% | Added |
| Lakeview Capital Partners, LLC | 16,097 | $2.79M | 0.52% | +828+5.4% | Added |
| North Star Investment Management Corp. | 16,130 | $2.80M | 0.23% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 16,132 | $2.80M | 0.14% | −481−2.9% | Reduced |
| Outfitter Financial LLC | 16,202 | $2.81M | 2.51% | −680−4.0% | Reduced |
| Richard Bernstein Advisors LLC | 16,285 | $2.82M | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,341 | $2.83M | 0.06% | +1,185+7.8% | Added |
| Scott & Selber, Inc. | 16,346 | $2.83M | 1.11% | −67−0.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 16,380 | $2.84M | 1.88% | +187+1.2% | Added |
| Grandview Asset Management LLC | 16,497 | $2.86M | 2.79% | −478−2.8% | Reduced |
| BFSG, LLC | 16,708 | $2.90M | 0.49% | −118−0.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,759 | $2.91M | 0.05% | −330−1.9% | Reduced |
| Ascent Group, LLC | 18,512 | $2.96M | 0.33% | +5,507+42.3% | Added |
| Dynamic Advisor Solutions LLC | 17,075 | $2.96M | 0.15% | +510+3.1% | Added |
| Jacobi Capital Management LLC | 17,130 | $2.97M | 0.33% | −166−1.0% | Reduced |
| Argent Trust Co | 17,189 | $2.98M | 0.16% | +1,931+12.7% | Added |
| Perigon Wealth Management, LLC | 17,201 | $2.98M | 0.12% | +14,318+496.6% | Added |
| Aull & Monroe Investment Management Corp | 17,344 | $3.01M | 1.51% | −100−0.6% | Reduced |
| Woodmont Investment Counsel LLC | 17,481 | $3.03M | 0.31% | −243−1.4% | Reduced |
| 1st Source Bank | 17,509 | $3.04M | 0.20% | −70−0.4% | Reduced |
| Home Federal Bank of Tennessee | 17,522 | $3.04M | 1.07% | −100−0.6% | Reduced |
| RB Capital Management, LLC | 17,589 | $3.05M | 0.94% | +30.0% | Added |
| Brown Shipley& Co Ltd | 17,653 | $3.06M | 1.25% | +1,620+10.1% | Added |