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 |
|---|---|---|---|---|---|
| Clarity Financial LLC | 2,040 | $353.8K | 0.05% | +2,040 | New |
| Wealth Management Partners, LLC | 2,055 | $356.4K | 0.22% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 2,061 | $357.0K | 0.12% | −5−0.2% | Reduced |
| Pasadena Private Wealth, LLC | 2,068 | $358.6K | 0.10% | +2,068 | New |
| Sweet Financial Partners, LLC | 2,077 | $360.2K | 0.09% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,084 | $361.4K | 0.04% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,089 | $362.2K | 0.07% | +2,089 | New |
| New Hampshire Trust | 2,099 | $364.0K | 0.09% | +63+3.1% | Added |
| First National Bank Sioux Falls | 2,105 | $365.0K | 0.23% | 00.0% | Unchanged |
| Jennison Associates LLC | 2,108 | $365.6K | 0.00% | −1,310−38.3% | Reduced |
| Resolute Partners Group | 2,115 | $366.8K | 0.04% | +9+0.4% | Added |
| American National Bank | 2,137 | $370.6K | 0.06% | +2,000+1,459.9% | Added |
| StoneX Group Inc. | 2,146 | $372.2K | 0.04% | +310+16.9% | Added |
| Summit Financial, LLC | 2,154 | $373.6K | 0.03% | +782+57.0% | Added |
| Ledyard National Bank | 2,157 | $374.1K | 0.04% | +170+8.6% | Added |
| Traverso Chambers Private Wealth Management, LLC | 2,163 | $375.1K | 0.10% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,170 | $376.3K | 0.05% | +10.0% | Added |
| Tucker Asset Management LLC | 2,172 | $376.7K | 0.11% | +1,714+374.2% | Added |
| Resolute Wealth Strategies, LLC | 2,183 | $378.6K | 0.29% | −296−11.9% | Reduced |
| Acadian Asset Management LLC | 2,190 | $379.0K | 0.00% | +2,190 | New |
| Pacitti Group Inc. | 2,198 | $381.2K | 0.27% | +10.0% | Added |
| Alethea Capital Management, LLC | 2,200 | $381.5K | 0.41% | 00.0% | Unchanged |
| SevenOneSeven Capital Management | 2,379 | $382.9K | 0.86% | +31+1.3% | Added |
| Cohen & Steers, Inc. | 2,211 | $383.0K | 0.00% | −401,482−99.5% | Reduced |
| Bank of Stockton | 2,211 | $383.4K | 0.13% | −130−5.6% | Reduced |
| Cornerstone Advisory, LLC | 2,231 | $386.9K | 0.07% | +31+1.4% | Added |
| MPS Loria Financial Planners, LLC | 2,237 | $387.9K | 0.15% | +3+0.1% | Added |
| First Manhattan Co | 2,237 | $387.9K | 0.00% | −722−24.4% | Reduced |
| JT Stratford LLC | 2,247 | $389.7K | 0.10% | −4,838−68.3% | Reduced |
| Smithfield Trust Co | 2,240 | $390.0K | 0.02% | +131+6.2% | Added |
| Adviser Investments LLC | 2,262 | $392.2K | 0.01% | +792+53.9% | Added |
| Callahan Advisors, LLC | 2,265 | $392.8K | 0.05% | +10.0% | Added |
| V Wealth Advisors LLC | 2,271 | $393.9K | 0.07% | −323−12.5% | Reduced |
| Sonen Capital LLC | 2,274 | $394.4K | 0.65% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,277 | $395.0K | 0.01% | +2,277 | New |
| Burney Co | 2,279 | $395.2K | 0.02% | −6−0.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,286 | $396.4K | 0.12% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2,300 | $398.9K | 0.51% | −1,379−37.5% | Reduced |
| Private Capital Management, LLC | 2,304 | $399.5K | 0.05% | +25+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,306 | $399.9K | 0.06% | −86−3.6% | Reduced |
| CWM Advisors, LLC | 2,309 | $400.4K | 0.05% | −321−12.2% | Reduced |
| Conning Inc. | 2,312 | $400.9K | 0.01% | −400−14.7% | Reduced |
| Shelton Capital Management | 2,319 | $402.2K | 0.01% | −68−2.8% | Reduced |
| Hudock, Inc. | 2,321 | $402.5K | 0.10% | −40−1.7% | Reduced |
| Glenview Trust Co | 2,324 | $403.0K | 0.01% | +86+3.8% | Added |
| Truadvice, LLC | 2,524 | $403.4K | 0.15% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 2,334 | $404.8K | 0.27% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,339 | $405.6K | 0.01% | +260+12.5% | Added |
| Csenge Advisory Group | 2,342 | $406.2K | 0.03% | −465−16.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,354 | $408.2K | 0.27% | +9+0.4% | Added |
| Davis R M Inc | 2,366 | $410.0K | 0.01% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 2,371 | $411.2K | 0.23% | +6+0.3% | Added |
| Alaethes Wealth LLC | 2,384 | $413.4K | 0.23% | −300−11.2% | Reduced |
| FDx Advisors, Inc. | 2,386 | $414.0K | 0.02% | −3,484−59.4% | Reduced |
| Penserra Capital Management LLC | 2,401 | $415.0K | 0.01% | +2,379+10,813.6% | Added |
| Terry L. Blaker | 2,394 | $415.2K | 0.04% | −56−2.3% | Reduced |
| Horan Capital Advisors, LLC. | 2,395 | $415.3K | 0.16% | −50−2.0% | Reduced |
| Ausdal Financial Partners, Inc. | 2,398 | $415.9K | 0.06% | +3+0.1% | Added |
| KMG Fiduciary Partners, LLC | 2,400 | $416.2K | 0.05% | −253−9.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,400 | $416.2K | 0.26% | 00.0% | Unchanged |
| Mendel Money Management | 2,403 | $416.8K | 0.21% | +172+7.7% | Added |
| Truvestments Capital LLC | 2,408 | $417.5K | 0.21% | −213−8.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,417 | $419.1K | 0.12% | +4+0.2% | Added |
| First Nebraska Trust Co | 2,420 | $419.7K | 0.05% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,433 | $421.9K | 0.02% | −106−4.2% | Reduced |
| Hoylecohen, LLC | 2,438 | $422.8K | 0.04% | +101+4.3% | Added |
| Viawealth, LLC | 2,440 | $423.1K | 0.32% | 00.0% | Unchanged |
| Fortune 45 LLC | 2,419 | $424.2K | 0.43% | −135−5.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,450 | $424.9K | 0.24% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,483 | $426.5K | 0.36% | +195+8.5% | Added |
| Tobam | 2,465 | $427.0K | 0.03% | −294−10.7% | Reduced |
| Sentry Investment Management LLC | 2,472 | $429.0K | 0.16% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 2,476 | $429.4K | 0.34% | +704+39.7% | Added |
| Old Second National Bank of Aurora | 2,478 | $429.7K | 0.12% | −464−15.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,483 | $430.6K | 0.10% | −587−19.1% | Reduced |
| Change Path, LLC | 2,483 | $431.0K | 0.02% | +70+2.9% | Added |
| NFP Retirement, Inc. | 2,486 | $431.2K | 0.08% | +4+0.2% | Added |
| Abbrea Capital, LLC | 2,498 | $433.0K | 0.07% | +60+2.5% | Added |
| Parthenon LLC | 2,500 | $433.6K | 0.06% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,500 | $433.6K | 0.01% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $433.6K | 0.37% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 2,503 | $434.1K | 0.29% | +218+9.5% | Added |
| Syntegra Private Wealth Group, LLC | 2,509 | $435.1K | 0.07% | +291+13.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,513 | $435.8K | 0.20% | −57−2.2% | Reduced |
| Archford Capital Strategies, LLC | 2,546 | $437.4K | 0.08% | −347−12.0% | Reduced |
| Latitude Advisors, LLC | 2,524 | $437.8K | 0.30% | +938+59.1% | Added |
| Values First Advisors, Inc. | 2,526 | $438.0K | 0.26% | 00.0% | Unchanged |
| Pitcairn Co | 2,545 | $441.4K | 0.04% | −19−0.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,554 | $443.0K | 0.13% | −23−0.9% | Reduced |
| Stockman Wealth Management, Inc. | 2,562 | $444.3K | 0.10% | +4+0.2% | Added |
| Global Assets Advisory, LLC | 2,600 | $450.9K | 0.41% | −8−0.3% | Reduced |
| Van Cleef Asset Management,Inc | 2,602 | $451.3K | 0.07% | +10.0% | Added |
| Wealth Dimensions Group, Ltd. | 2,603 | $451.4K | 0.16% | +255+10.9% | Added |
| Ti-Trust, Inc | 2,603 | $451.4K | 0.42% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 2,638 | $452.2K | 0.05% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,620 | $454.4K | 0.06% | +2+0.1% | Added |
| Desjardins Global Asset Management Inc. | 2,624 | $455.1K | 0.05% | +651+33.0% | Added |
| Bragg Financial Advisors, Inc | 2,644 | $458.5K | 0.03% | +1,000+60.8% | Added |
| Hohimer Wealth Management, LLC | 2,650 | $459.6K | 0.13% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,651 | $459.7K | 0.46% | −6−0.2% | Reduced |