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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,378 | $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 |
|---|---|---|---|---|---|
| Perkins Coie Trust Co | 200 | $34.7K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 202 | $35.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 203 | $35.3K | 0.01% | +203 | New |
| SOA Wealth Advisors, LLC. | 204 | $35.4K | 0.01% | −2−1.0% | Reduced |
| Northwest Capital Management Inc | 210 | $36.4K | 0.02% | +210 | New |
| Pacifica Partners Inc. | 220 | $37.6K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 219 | $38.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 220 | $38.2K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 226 | $39.0K | 0.03% | −201−47.1% | Reduced |
| Tower View Investment Management & Research LLC | 226 | $39.0K | 0.03% | +226 | New |
| Altshuler Shaham Ltd | 226 | $39.2K | 0.00% | −51−18.4% | Reduced |
| Annapolis Financial Services, LLC | 232 | $40.2K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 233 | $40.4K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 239 | $41.4K | 0.02% | +8+3.5% | Added |
| Bogart Wealth, LLC | 240 | $41.6K | 0.00% | +10+4.3% | Added |
| Ruedi Wealth Management, Inc. | 246 | $42.7K | 0.03% | 00.0% | Unchanged |
| Steward Financial Group LLC | 261 | $45.0K | 0.01% | +1+0.4% | Added |
| HHM Wealth Advisors, LLC | 261 | $45.2K | 0.01% | +1+0.4% | Added |
| Westside Investment Management, Inc. | 268 | $46.5K | 0.01% | +1+0.4% | Added |
| Tortoise Investment Management, LLC | 269 | $46.6K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 280 | $48.6K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 300 | $49.0K | 0.04% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 283 | $49.1K | 0.03% | +233+466.0% | Added |
| Johnson Midwest Financial, LLC | 284 | $49.3K | 0.04% | 00.0% | Unchanged |
| Studio Investment Management LLC | 285 | $49.4K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 287 | $50.0K | 0.00% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 290 | $50.0K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 303 | $51.4K | 0.02% | +303 | New |
| Coastal Capital Group, Inc. | 300 | $52.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 305 | $52.9K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 308 | $53.4K | 0.02% | +8+2.7% | Added |
| Kepos Capital LP | 320 | $55.0K | 0.01% | +320 | New |
| Montag A & Associates Inc | 334 | $57.9K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 338 | $58.7K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 370 | $63.0K | 0.02% | +12+3.4% | Added |
| IAG Wealth Partners, LLC | 365 | $63.3K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 367 | $63.6K | 0.04% | +1+0.3% | Added |
| Lansing Street Advisors | 376 | $65.2K | 0.04% | +1+0.3% | Added |
| Key Financial Inc | 378 | $65.6K | 0.02% | +32+9.2% | Added |
| Sugarloaf Wealth Management, LLC | 390 | $67.6K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $69.4K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 400 | $69.4K | 0.06% | +400 | New |
| Centerpoint Advisors, LLC | 410 | $71.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 411 | $71.3K | 0.02% | −1,415−77.5% | Reduced |
| Jones Financial Companies LLLP | 423 | $73.4K | 0.00% | +31+7.9% | Added |
| Caldwell Sutter Capital, Inc. | 482 | $83.6K | 0.04% | +102+26.8% | Added |
| Clear Street Markets LLC | 484 | $84.0K | 0.03% | −254−34.4% | Reduced |
| Park Place Capital Corp | 493 | $85.5K | 0.02% | +57+13.1% | Added |
| Citizens National Bank Trust Department | 500 | $86.7K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 500 | $86.7K | 0.02% | +500 | New |
| Boyd Watterson Asset Management LLC | 524 | $90.9K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 537 | $93.1K | 0.05% | −233−30.3% | Reduced |
| Covestor Ltd | 583 | $101.0K | 0.08% | −88−13.1% | Reduced |
| FinTrust Capital Advisors, LLC | 650 | $101.9K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 599 | $103.9K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 600 | $104.1K | 0.07% | −2,440−80.3% | Reduced |
| BerganKDV Wealth Management, LLC | 614 | $106.5K | 0.01% | −120−16.3% | Reduced |
| Concord Wealth Partners | 616 | $106.8K | 0.02% | +7+1.1% | Added |
| Mascoma Wealth Management LLC | 680 | $108.7K | 0.03% | −220−24.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 627 | $108.8K | 0.03% | +627 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $109.8K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 635 | $110.0K | 0.07% | −125−16.4% | Reduced |
| CoreFirst Bank & Trust | 640 | $111.0K | 0.08% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 645 | $111.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 649 | $112.6K | 0.06% | 00.0% | Unchanged |
| Castleview Partners, LLC | 665 | $115.3K | 0.10% | +15+2.3% | Added |
| Sunbelt Securities, Inc. | 670 | $116.3K | 0.02% | −324−32.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 672 | $116.5K | 0.06% | −1−0.1% | Reduced |
| Riverview Trust Co | 675 | $117.1K | 0.11% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 693 | $120.2K | 0.05% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 694 | $120.4K | 0.05% | +694 | New |
| Twin Tree Management, LP | 694 | $120.4K | 0.00% | +694 | New |
| Acropolis Investment Management, LLC | 697 | $120.9K | 0.01% | −49−6.6% | Reduced |
| First Financial Corp | 700 | $121.4K | 0.08% | 00.0% | Unchanged |
| NewSquare Capital LLC | 700 | $121.4K | 0.01% | −92−11.6% | Reduced |
| First Community Trust NA | 700 | $121.4K | 0.14% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 701 | $121.6K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 719 | $124.7K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 731 | $126.8K | 0.01% | +36+5.2% | Added |
| GHP Investment Advisors, Inc. | 833 | $134.1K | 0.01% | −382−31.4% | Reduced |
| Valley National Advisers Inc | 778 | $135.0K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 839 | $135.9K | 0.13% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 784 | $136.0K | 0.02% | −24−3.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 794 | $138.0K | 0.00% | −15−1.9% | Reduced |
| Hills Bank & Trust Co | 800 | $138.7K | 0.02% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 800 | $138.7K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 812 | $140.8K | 0.06% | +1+0.1% | Added |
| Barrett & Company, Inc. | 825 | $143.1K | 0.08% | +550+200.0% | Added |
| Essex Investment Management Co LLC | 827 | $143.4K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 849 | $147.0K | 0.01% | −1,393−62.1% | Reduced |
| Gables Capital Management Inc. | 854 | $148.1K | 0.10% | −65−7.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 876 | $151.9K | 0.01% | +2+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 879 | $152.4K | 0.02% | +138+18.6% | Added |
| Itau Unibanco Holding S.A. | 881 | $152.8K | 0.01% | −123−12.3% | Reduced |
| Quent Capital, LLC | 881 | $152.8K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 949 | $153.9K | 0.10% | 00.0% | Unchanged |
| Norwood Financial Corp | 900 | $156.1K | 0.23% | 00.0% | Unchanged |
| Asset Dedication, LLC | 933 | $162.0K | 0.01% | +156+20.1% | Added |
| ORG Partners LLC | 961 | $164.9K | 0.03% | +961 | New |
| Column Capital Advisors, LLC | 952 | $165.1K | 0.02% | 00.0% | Unchanged |