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 |
|---|---|---|---|---|---|
| Retirement Group, LLC | 962 | $166.8K | 0.07% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 967 | $167.8K | 0.04% | +967 | New |
| Harbor Investment Advisory, LLC | 975 | $169.1K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $170.0K | 0.09% | 00.0% | Unchanged |
| Central Bank & Trust Co | 994 | $172.4K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $173.4K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,005 | $174.3K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,019 | $176.7K | 0.14% | −50−4.7% | Reduced |
| Trifecta Capital Advisors, LLC | 1,024 | $177.6K | 0.06% | −165−13.9% | Reduced |
| MV Capital Management, Inc. | 1,025 | $177.8K | 0.02% | +12+1.2% | Added |
| Carolinas Wealth Consulting LLC | 25,554 | $178.7K | 0.04% | −81−0.3% | Reduced |
| Larson Financial Group LLC | 1,040 | $180.3K | 0.02% | −123−10.6% | Reduced |
| Crewe Advisors LLC | 1,043 | $180.9K | 0.03% | −95−8.3% | Reduced |
| Silvant Capital Management LLC | 1,044 | $181.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,054 | $182.8K | 0.05% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,075 | $186.4K | 0.06% | −150−12.2% | Reduced |
| Wolff Wiese Magana LLC | 1,092 | $189.4K | 0.15% | +5+0.5% | Added |
| Resurgent Financial Advisors LLC | 1,094 | $189.7K | 0.13% | −1−0.1% | Reduced |
| Winch Advisory Services, LLC | 1,098 | $190.0K | 0.07% | +167+17.9% | Added |
| Virtus Investment Advisers, Inc. | 1,097 | $190.2K | 0.13% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,098 | $190.4K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,117 | $193.7K | 0.05% | +5+0.4% | Added |
| EverSource Wealth Advisors, LLC | 1,128 | $195.6K | 0.02% | +70+6.6% | Added |
| Wayfinding Financial, LLC | 1,233 | $200.0K | 0.14% | +3+0.2% | Added |
| Menard Financial Group LLC | 1,160 | $201.2K | 0.41% | +1,160 | New |
| Camden National Bank | 1,162 | $201.5K | 0.04% | +1,162 | New |
| Evanson Asset Management, LLC | 1,165 | $202.1K | 0.02% | +1,165 | New |
| Profit Investment Management, LLC | 1,168 | $202.6K | 0.13% | −68−5.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,168 | $202.6K | 0.02% | −374−24.3% | Reduced |
| Grant Street Asset Management, Inc. | 1,169 | $202.8K | 0.08% | +1,169 | New |
| Frisch Financial Group, Inc. | 1,172 | $203.0K | 0.10% | −176−13.1% | Reduced |
| McAdam, LLC | 1,176 | $203.9K | 0.02% | +1,176 | New |
| Clean Yield Group | 1,176 | $203.9K | 0.08% | 00.0% | Unchanged |
| First Interstate Bank | 1,180 | $204.6K | 0.02% | −300−20.3% | Reduced |
| Rossmore Private Capital | 1,180 | $204.7K | 0.03% | +1,180 | New |
| Vectors Research Management, LLC | 1,180 | $205.0K | 0.06% | +1,180 | New |
| Means Investment Co., Inc. | 1,183 | $205.1K | 0.03% | +1,183 | New |
| Operose Advisors LLC | 1,185 | $205.5K | 0.09% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,186 | $205.7K | 0.19% | +1,186 | New |
| Brooks, Moore & Associates, Inc. | 1,188 | $206.0K | 0.14% | +1,188 | New |
| Biltmore Family Office, LLC | 1,196 | $207.3K | 0.04% | +1,196 | New |
| Atlas Private Wealth Advisors | 1,198 | $207.7K | 0.04% | +1,198 | New |
| Sawgrass Asset Management LLC | 1,200 | $208.1K | 0.03% | +1,200 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,202 | $208.5K | 0.19% | +1,202 | New |
| SFMG, LLC | 1,203 | $208.6K | 0.02% | +1,203 | New |
| Pflug Koory, LLC | 1,207 | $209.3K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,208 | $209.5K | 0.07% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,212 | $210.2K | 0.01% | +1,212 | New |
| Flputnam Investment Management Co | 1,217 | $211.1K | 0.01% | +1,217 | New |
| Keystone Wealth Services, LLC | 1,218 | $211.3K | 0.08% | +1,218 | New |
| Ridgewood Investments LLC | 1,219 | $211.4K | 0.12% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 1,225 | $212.0K | 0.20% | +1,225 | New |
| Moseley Investment Management Inc | 1,225 | $212.5K | 0.12% | +1,225 | New |
| SNS Financial Group, LLC | 1,231 | $213.4K | 0.03% | +2+0.2% | Added |
| Knuff & Co LLC | 1,250 | $216.8K | 0.08% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,250 | $216.8K | 0.13% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,250 | $216.8K | 0.25% | +1,250 | New |
| Global Financial Private Client, LLC | 1,266 | $217.0K | 0.11% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 1,252 | $217.1K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,255 | $217.6K | 0.02% | 00.0% | Unchanged |
| LifePro Asset Management | 1,255 | $217.7K | 0.17% | +1,255 | New |
| West Michigan Advisors, LLC | 1,257 | $218.0K | 0.09% | −21−1.6% | Reduced |
| Laidlaw Wealth Management LLC | 1,258 | $218.2K | 0.04% | −96−7.1% | Reduced |
| Capital Planning Advisors, LLC | 1,260 | $218.5K | 0.04% | −208−14.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,261 | $218.7K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,269 | $220.1K | 0.02% | +1,269 | New |
| Cedar Brook Financial Partners, LLC | 1,269 | $220.1K | 0.05% | +8+0.6% | Added |
| Genesee Capital Advisors, LLC | 1,270 | $220.2K | 0.15% | +5+0.4% | Added |
| Enterprise Financial Services Corp | 1,272 | $220.6K | 0.14% | −64−4.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,274 | $220.9K | 0.09% | +1+0.1% | Added |
| Page Arthur B | 1,275 | $221.1K | 0.21% | −205−13.9% | Reduced |
| Hollencrest Capital Management | 1,276 | $221.3K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,280 | $221.9K | 0.03% | −168−11.6% | Reduced |
| Merriman Wealth Management, LLC | 1,281 | $222.2K | 0.01% | −118−8.4% | Reduced |
| First Affirmative Financial Network | 1,285 | $222.9K | 0.22% | +1,285 | New |
| Paragon Capital Management Ltd | 1,285 | $222.9K | 0.05% | −366−22.2% | Reduced |
| Assetmark, Inc | 1,286 | $223.0K | 0.00% | +248+23.9% | Added |
| Winthrop Advisory Group LLC | 1,286 | $223.1K | 0.04% | +1,286 | New |
| Legacy Financial Advisors, Inc. | 1,289 | $223.5K | 0.04% | −94−6.8% | Reduced |
| TSFG, LLC | 1,294 | $224.0K | 0.08% | +15+1.2% | Added |
| Waterloo Capital, L.P. | 1,294 | $224.5K | 0.07% | +1,294 | New |
| Pallas Capital Advisors LLC | 1,339 | $224.7K | 0.01% | +8+0.6% | Added |
| Alan B. Lancz & Associates, Inc. | 1,300 | $225.4K | 0.24% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,300 | $225.4K | 0.01% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,307 | $226.7K | 0.12% | +1,307 | New |
| Farther Finance Advisors, LLC | 1,308 | $226.8K | 0.05% | +419+47.1% | Added |
| Corrigan Financial, Inc. | 1,310 | $227.1K | 0.07% | +1+0.1% | Added |
| Visionary Wealth Advisors | 1,312 | $227.5K | 0.02% | +3+0.2% | Added |
| AlphaStar Capital Management, LLC | 1,312 | $227.6K | 0.03% | +1,312 | New |
| Foundations Investment Advisors, LLC | 1,315 | $228.0K | 0.01% | +1,315 | New |
| Lake Street Financial LLC | 1,317 | $228.4K | 0.04% | −3−0.2% | Reduced |
| Parkside Financial Bank & Trust | 1,320 | $228.9K | 0.05% | −107−7.5% | Reduced |
| BFT Financial Group, LLC | 1,325 | $229.8K | 0.03% | −174−11.6% | Reduced |
| NinePointTwo Capital | 1,329 | $230.0K | 0.09% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,328 | $230.3K | 0.08% | +1+0.1% | Added |
| Manchester Capital Management LLC | 1,331 | $230.8K | 0.03% | +1+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,335 | $232.0K | 0.17% | −158−10.6% | Reduced |
| Phillips Wealth Planners LLC | 1,339 | $232.2K | 0.30% | −70−5.0% | Reduced |
| Summit Asset Management, LLC | 1,342 | $232.8K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 1,343 | $232.9K | 0.00% | 00.0% | Unchanged |