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 |
|---|---|---|---|---|---|
| Quantamental Technologies LLC | 1,343 | $232.9K | 0.10% | +1,343 | New |
| Financial Futures Ltd Liability Co. | 1,345 | $233.3K | 0.18% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,346 | $233.5K | 0.04% | +3+0.2% | Added |
| Centurion Wealth Management LLC | 1,348 | $233.8K | 0.11% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,350 | $234.1K | 0.00% | −29,306−95.6% | Reduced |
| Financial Engines Advisors L.L.C. | 1,350 | $234.1K | 0.00% | −387−22.3% | Reduced |
| Fort Sheridan Advisors LLC | 1,355 | $235.0K | 0.05% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,356 | $235.2K | 0.03% | +1,356 | New |
| Ade, LLC | 1,358 | $235.5K | 0.16% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,359 | $235.6K | 0.12% | +1+0.1% | Added |
| Personal Cfo Solutions, LLC | 1,360 | $235.8K | 0.05% | −17−1.2% | Reduced |
| Highlander Capital Management, LLC | 1,362 | $236.0K | 0.11% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,361 | $236.0K | 0.11% | +1,361 | New |
| Deseret Mutual Benefit Administrators | 1,361 | $236.0K | 0.09% | −14−1.0% | Reduced |
| Colonial River Wealth Management, LLC | 1,362 | $236.2K | 0.16% | −386−22.1% | Reduced |
| Wealth Management Associates, Inc. | 1,364 | $236.5K | 0.13% | −201−12.8% | Reduced |
| RMR Wealth Builders | 1,371 | $237.7K | 0.04% | −19−1.4% | Reduced |
| Keudell/Morrison Wealth Management | 1,371 | $237.8K | 0.07% | −66−4.6% | Reduced |
| Greatmark Investment Partners, Inc. | 1,375 | $238.5K | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,376 | $238.6K | 0.03% | −25−1.8% | Reduced |
| Woodstock Corp | 1,377 | $238.8K | 0.03% | −30−2.1% | Reduced |
| Glassman Wealth Services | 1,384 | $240.0K | 0.04% | +42+3.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,391 | $241.2K | 0.00% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,397 | $242.0K | 0.17% | −55−3.8% | Reduced |
| Insight Advisors, LLC | 1,396 | $242.1K | 0.05% | +1,396 | New |
| Sterling Investment Advisors, Ltd. | 1,400 | $242.7K | 0.08% | +1+0.1% | Added |
| Headinvest, LLC | 1,509 | $242.9K | 0.05% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,402 | $243.1K | 0.19% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 1,415 | $245.0K | 0.01% | +90+6.8% | Added |
| Wendell David Associates Inc | 1,412 | $245.0K | 0.03% | +150+11.9% | Added |
| Westmount Partners, LLC | 1,413 | $245.0K | 0.11% | +1,413 | New |
| Blossom Wealth Management | 1,414 | $245.2K | 0.90% | +103+7.9% | Added |
| KLCM Advisors, Inc. | 1,415 | $245.4K | 0.05% | +1,415 | New |
| Continuum Advisory, LLC | 1,420 | $246.3K | 0.04% | +1,420 | New |
| Charter Research & Investment Group, Inc. | 1,425 | $247.1K | 0.21% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 1,425 | $247.1K | 0.85% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,427 | $247.5K | 0.14% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,429 | $247.7K | 0.09% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 1,436 | $248.9K | 0.19% | +1,436 | New |
| Graves-Light Private Wealth Management, Inc. | 1,437 | $249.3K | 0.03% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,438 | $249.4K | 0.09% | −103−6.7% | Reduced |
| New Jersey Better Educational Savings Trust | 1,440 | $249.7K | 0.59% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,440 | $249.7K | 0.19% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 1,442 | $250.1K | 0.03% | +89+6.6% | Added |
| Citizens Business Bank | 1,450 | $251.5K | 0.06% | −50−3.3% | Reduced |
| Cannell Peter B & Co Inc | 1,450 | $251.5K | 0.01% | 00.0% | Unchanged |
| ETF Store, Inc. | 1,513 | $252.0K | 0.18% | +5+0.3% | Added |
| Pensionmark Financial Group, LLC | 1,459 | $253.0K | 0.05% | −25−1.7% | Reduced |
| Private Asset Management Inc | 1,460 | $253.3K | 0.05% | −59−3.9% | Reduced |
| Sigma Investment Counselors Inc | 1,462 | $253.6K | 0.02% | +29+2.0% | Added |
| Grandfield & Dodd, LLC | 1,475 | $255.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 1,477 | $256.1K | 0.07% | +1,477 | New |
| Abacus Wealth Partners, LLC | 1,491 | $258.6K | 0.08% | −7−0.5% | Reduced |
| First Business Financial Services, Inc. | 1,495 | $259.3K | 0.03% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 1,497 | $259.7K | 0.38% | +45+3.1% | Added |
| M. Kulyk & Associates, LLC | 1,498 | $259.8K | 0.07% | −3−0.2% | Reduced |
| GeoWealth Management, LLC | 1,502 | $260.0K | 0.03% | −35−2.3% | Reduced |
| LWM Advisory Services, LLC | 1,500 | $260.1K | 0.27% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,508 | $261.5K | 0.03% | +2+0.1% | Added |
| Quaker Wealth Management, LLC | 1,508 | $261.5K | 0.12% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,510 | $261.9K | 0.15% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,515 | $262.7K | 0.02% | −1,528−50.2% | Reduced |
| Congress Wealth Management LLC | 1,515 | $262.8K | 0.01% | +211+16.2% | Added |
| Fairhaven Wealth Management, LLC | 1,516 | $262.9K | 0.10% | +1,516 | New |
| Badgley Phelps Wealth Managers, LLC | 1,518 | $263.3K | 0.01% | −40−2.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,521 | $263.8K | 0.32% | +1,521 | New |
| Revolve Wealth Partners, LLC | 1,521 | $263.8K | 0.06% | +16+1.1% | Added |
| Midwest Financial Group LLC | 1,525 | $264.0K | 0.22% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,525 | $264.5K | 0.17% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,528 | $265.0K | 0.01% | −199−11.5% | Reduced |
| Kapitalo Investimentos Ltda | 1,529 | $265.2K | 0.05% | +1,529 | New |
| Quantum Private Wealth, LLC | 1,530 | $265.3K | 0.12% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,537 | $266.6K | 0.24% | −130−7.8% | Reduced |
| Carret Asset Management, LLC | 1,545 | $268.0K | 0.04% | −200−11.5% | Reduced |
| Wilkinson Global Asset Management LLC | 1,550 | $268.8K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,568 | $271.9K | 0.02% | −37−2.3% | Reduced |
| Catalyst Financial Partners LLC | 1,570 | $272.3K | 0.10% | +207+15.2% | Added |
| Cook Wealth Management Group LLC | 1,664 | $272.8K | 0.21% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,581 | $274.1K | 0.13% | −50−3.1% | Reduced |
| Trustmark National Bank Trust Department | 1,584 | $274.7K | 0.03% | −106−6.3% | Reduced |
| Advisory Research Inc | 1,593 | $276.3K | 0.04% | +1,593 | New |
| BDO Wealth Advisors, LLC | 1,596 | $276.7K | 0.03% | +80+5.3% | Added |
| Heartland Bank & Trust Co | 1,599 | $277.3K | 0.22% | −227−12.4% | Reduced |
| Crestwood Advisors Group LLC | 1,601 | $277.7K | 0.01% | +285+21.7% | Added |
| Investment Advisory Group, LLC | 1,604 | $278.1K | 0.14% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,615 | $280.0K | 0.16% | −33−2.0% | Reduced |
| Capital International Inc | 1,616 | $280.2K | 0.01% | +1,616 | New |
| O'Rourke & Company, Inc | 1,618 | $281.0K | 0.20% | +1+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 1,621 | $281.1K | 0.05% | −463−22.2% | Reduced |
| Arlington Partners LLC | 1,629 | $282.5K | 0.04% | −90−5.2% | Reduced |
| Somerville Kurt F | 1,630 | $282.7K | 0.05% | −600−26.9% | Reduced |
| Northstar Asset Management LLC | 1,630 | $282.7K | 0.08% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,635 | $283.5K | 0.07% | +107+7.0% | Added |
| Arrowroot Family Office, LLC | 1,636 | $283.7K | 0.21% | −261−13.8% | Reduced |
| Wealth Alliance | 1,637 | $283.9K | 0.04% | −1−0.1% | Reduced |
| Abner Herrman & Brock LLC | 1,643 | $285.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,643 | $285.0K | 0.07% | +370+29.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,648 | $286.0K | 0.04% | +3+0.2% | Added |
| FineMark National Bank & Trust | 1,651 | $286.3K | 0.01% | +68+4.3% | Added |
| Auxier Asset Management | 1,657 | $287.4K | 0.05% | 00.0% | Unchanged |