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 |
|---|---|---|---|---|---|
| Drake & Associates, LLC | 1,659 | $287.7K | 0.13% | −48−2.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,660 | $287.9K | 0.05% | −420−20.2% | Reduced |
| Holderness Investments Co | 1,660 | $287.9K | 0.11% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,660 | $287.9K | 0.01% | −144−8.0% | Reduced |
| First National Corp | 1,661 | $288.1K | 0.07% | −358−17.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,666 | $289.0K | 0.03% | +378+29.3% | Added |
| Marcum Wealth, LLC | 1,672 | $289.9K | 0.03% | +40+2.5% | Added |
| Vaughan David Investments LLC | 1,675 | $290.0K | 0.01% | −50−2.9% | Reduced |
| Oak Thistle LLC | 1,675 | $290.5K | 0.15% | +1,675 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,677 | $290.8K | 0.03% | −438−20.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,679 | $291.2K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,681 | $291.5K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,681 | $291.5K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,687 | $292.6K | 0.11% | +168+11.1% | Added |
| Bangor Savings Bank | 1,698 | $294.5K | 0.03% | −104−5.8% | Reduced |
| Goelzer Investment Management, Inc. | 1,700 | $294.8K | 0.02% | −42−2.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,700 | $294.8K | 0.04% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,702 | $295.1K | 0.04% | +299+21.3% | Added |
| Madden Securities Corp | 1,704 | $295.5K | 0.15% | −5−0.3% | Reduced |
| S.E.E.D. Planning Group LLC | 1,716 | $297.6K | 0.10% | −352−17.0% | Reduced |
| Cary Street Partners Asset Management LLC | 1,716 | $297.6K | 0.06% | +116+7.2% | Added |
| Lindbrook Capital, LLC | 1,725 | $299.1K | 0.03% | +152+9.7% | Added |
| First United Bank Trust | 1,730 | $300.0K | 0.13% | −130−7.0% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $300.0K | 0.14% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,732 | $300.4K | 0.10% | +125+7.8% | Added |
| Golden State Equity Partners | 1,738 | $301.4K | 0.08% | +337+24.1% | Added |
| Wealth Architects, LLC | 1,741 | $301.9K | 0.05% | +288+19.8% | Added |
| Chesapeake Wealth Management | 1,746 | $302.8K | 0.12% | −150−7.9% | Reduced |
| Amplius Wealth Advisors, LLC | 1,746 | $302.8K | 0.04% | +30+1.7% | Added |
| Wimmer Associates 1, LLC | 1,750 | $303.5K | 0.18% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,754 | $304.2K | 0.05% | −144−7.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,755 | $304.4K | 0.08% | +90+5.4% | Added |
| Princeton Global Asset Management LLC | 1,755 | $304.4K | 0.09% | −15−0.8% | Reduced |
| Bridgeworth, LLC | 1,758 | $304.8K | 0.03% | +21+1.2% | Added |
| Centric Wealth Management | 1,782 | $305.0K | 0.12% | +1,782 | New |
| Delta Financial Group, Inc. | 1,756 | $305.0K | 0.36% | +453+34.8% | Added |
| Aspiriant, LLC | 1,759 | $305.0K | 0.02% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,759 | $305.0K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 1,766 | $306.3K | 0.02% | −18−1.0% | Reduced |
| Advisory Resource Group | 1,768 | $306.5K | 0.08% | +2+0.1% | Added |
| M&R Capital Management Inc | 1,771 | $307.1K | 0.08% | +254+16.7% | Added |
| Warren Averett Asset Management, LLC | 1,771 | $307.2K | 0.01% | +1,771 | New |
| Ballast Advisors LLC | 1,786 | $309.7K | 0.12% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 1,789 | $310.0K | 0.05% | +366+25.7% | Added |
| Sculati Wealth Management, LLC | 1,791 | $310.6K | 0.16% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,794 | $311.2K | 0.02% | −40−2.2% | Reduced |
| Red Wave Investments LLC | 1,798 | $311.8K | 0.13% | +102+6.0% | Added |
| Merrion Investment Management Co, LLC | 1,800 | $312.2K | 0.26% | +50+2.9% | Added |
| American Institute for Advanced Investment Management, LLP | 1,800 | $312.2K | 0.27% | +1,800 | New |
| PDS Planning, Inc | 1,812 | $314.2K | 0.04% | +1,812 | New |
| Southland Equity Partners LLC | 1,815 | $314.8K | 0.11% | −30−1.6% | Reduced |
| Northcape Wealth Management, LLC | 1,822 | $316.0K | 0.11% | −40−2.1% | Reduced |
| Canandaigua National Bank & Trust Co | 1,836 | $318.4K | 0.05% | −89−4.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,838 | $318.7K | 0.03% | +200+12.2% | Added |
| GTS Securities LLC | 1,840 | $319.1K | 0.01% | +1,840 | New |
| Sather Financial Group Inc | 1,841 | $319.3K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 1,844 | $319.8K | 0.05% | −101−5.2% | Reduced |
| Morris Retirement Advisors, LLC | 1,848 | $320.5K | 0.22% | −251−12.0% | Reduced |
| Bridges Investment Management Inc | 1,849 | $320.7K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,850 | $320.8K | 0.08% | +3+0.2% | Added |
| Heritage Investors Management Corp | 1,849 | $321.0K | 0.01% | −1−0.1% | Reduced |
| Eudaimonia Partners, LLC | 1,853 | $321.3K | 0.07% | −9−0.5% | Reduced |
| Tennessee Valley Asset Management Partners | 1,856 | $321.8K | 0.10% | −54−2.8% | Reduced |
| Claro Advisors LLC | 1,860 | $322.6K | 0.08% | −38−2.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,863 | $323.1K | 0.16% | +409+28.1% | Added |
| Heritage Trust Co | 1,864 | $323.3K | 0.05% | +320+20.7% | Added |
| Tilia Fiduciary Partners, Inc. | 1,865 | $323.5K | 0.29% | −151−7.5% | Reduced |
| Gotham Asset Management, LLC | 1,882 | $326.4K | 0.01% | −3,606−65.7% | Reduced |
| Patron Partners Advisors, LLC | 1,893 | $328.3K | 0.23% | −16−0.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,900 | $329.5K | 0.09% | +1,900 | New |
| Old North State Trust, LLC | 1,910 | $331.0K | 0.24% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 1,916 | $332.3K | 0.11% | +8+0.4% | Added |
| WESPAC Advisors, LLC | 1,917 | $332.5K | 0.27% | −33−1.7% | Reduced |
| SkyOak Wealth, LLC | 1,918 | $332.6K | 0.09% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,922 | $333.3K | 0.02% | +1,922 | New |
| Petix & Botte Co | 1,922 | $333.3K | 0.10% | +1,922 | New |
| CVA Family Office, LLC | 1,926 | $334.0K | 0.07% | −18−0.9% | Reduced |
| Amica Retiree Medical Trust | 1,932 | $335.0K | 0.37% | −123−6.0% | Reduced |
| City State Bank | 1,941 | $337.0K | 0.18% | −225−10.4% | Reduced |
| Magnus Financial Group LLC | 1,944 | $337.1K | 0.05% | +8+0.4% | Added |
| Diligent Investors, LLC | 1,946 | $337.5K | 0.10% | −64−3.2% | Reduced |
| Synergy Financial Group, LTD | 1,959 | $339.7K | 0.46% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,107 | $340.3K | 0.03% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 1,966 | $341.0K | 0.07% | +2+0.1% | Added |
| Dividend Assets Capital, LLC | 1,965 | $341.0K | 0.07% | −1,243−38.7% | Reduced |
| AMG National Trust Bank | 1,976 | $342.7K | 0.01% | −733−27.1% | Reduced |
| WealthShield Partners, LLC | 1,976 | $342.7K | 0.05% | +19+1.0% | Added |
| Zacks Investment Management | 1,977 | $342.9K | 0.00% | −330−14.3% | Reduced |
| Baker Boyer National Bank | 1,979 | $343.2K | 0.13% | 00.0% | Unchanged |
| Allstate Corp | 1,982 | $343.7K | 0.02% | +24+1.2% | Added |
| Compton Wealth Advisory Group, LLC | 1,995 | $346.0K | 0.12% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 1,999 | $346.6K | 0.15% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 2,000 | $346.8K | 0.07% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,084 | $347.4K | 0.16% | −48−2.3% | Reduced |
| Alera Investment Advisors, LLC | 2,006 | $347.9K | 0.07% | −360−15.2% | Reduced |
| Keel Point, LLC | 2,014 | $349.3K | 0.05% | +113+5.9% | Added |
| Gryphon Financial Partners LLC | 2,018 | $349.9K | 0.08% | −416−17.1% | Reduced |
| Philadelphia Trust Co | 2,025 | $351.0K | 0.03% | −369−15.4% | Reduced |
| Am Investment Strategies LLC | 2,037 | $353.0K | 0.11% | +2,037 | New |
| Versant Capital Management, Inc | 2,036 | $353.1K | 0.11% | −3−0.1% | Reduced |