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 |
|---|---|---|---|---|---|
| Fort Point Capital Partners LLC | 2,652 | $459.9K | 0.07% | +10+0.4% | Added |
| Gs Investments, Inc. | 2,675 | $463.9K | 0.25% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,680 | $464.9K | 0.27% | −16−0.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,682 | $465.1K | 0.04% | −1,333−33.2% | Reduced |
| AlphaCore Capital LLC | 2,687 | $466.0K | 0.07% | +2,687 | New |
| Intrua Financial, LLC | 2,690 | $466.5K | 0.08% | +668+33.0% | Added |
| Joel Isaacson & Co., LLC | 2,694 | $467.2K | 0.03% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,703 | $468.8K | 0.16% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,706 | $469.3K | 0.24% | +56+2.1% | Added |
| Atwood & Palmer Inc | 2,707 | $469.4K | 0.04% | 00.0% | Unchanged |
| Bessemer Securities LLC | 2,711 | $470.0K | 0.31% | −350−11.4% | Reduced |
| Ifrah Financial Services, Inc. | 2,711 | $470.1K | 0.14% | −47−1.7% | Reduced |
| AdvisorNet Financial, Inc | 2,717 | $471.2K | 0.04% | +275+11.3% | Added |
| Marble Harbor Investment Counsel, LLC | 2,723 | $472.2K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,731 | $473.5K | 0.02% | +154+6.0% | Added |
| CAPROCK Group, Inc. | 2,736 | $474.6K | 0.03% | −635−18.8% | Reduced |
| Chicago Trust Co NA | 2,738 | $474.8K | 0.11% | −155−5.4% | Reduced |
| Arjuna Capital | 2,742 | $475.5K | 0.17% | +2,742 | New |
| Herold Advisors, Inc. | 2,747 | $476.3K | 0.15% | +10.0% | Added |
| Forum Financial Management, LP | 2,748 | $476.6K | 0.01% | +513+23.0% | Added |
| Per Stirling Capital Management, LLC. | 2,748 | $476.6K | 0.10% | +15+0.5% | Added |
| Redwood Investments, LLC | 2,762 | $479.0K | 0.06% | −52−1.8% | Reduced |
| Apella Capital, LLC | 2,768 | $480.0K | 0.03% | +2,768 | New |
| ABN AMRO Bank N.V. | 2,772 | $480.1K | 0.01% | +2,772 | New |
| Lester Murray Antman dba SimplyRich | 2,774 | $481.0K | 0.17% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2,780 | $482.1K | 0.13% | −430−13.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,814 | $488.1K | 0.13% | −15−0.5% | Reduced |
| Clearview Wealth Advisors LLC | 2,825 | $489.9K | 0.50% | −39−1.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,844 | $493.2K | 0.05% | −16−0.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,844 | $494.0K | 0.06% | −1,626−36.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,023 | $494.0K | 0.01% | −166−5.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,852 | $494.6K | 0.14% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,859 | $496.0K | 0.02% | −381−11.8% | Reduced |
| Sawyer & Company, Inc | 2,860 | $496.0K | 0.23% | −120−4.0% | Reduced |
| Geneva Partners, LLC | 2,863 | $496.5K | 0.32% | −202−6.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,875 | $498.6K | 0.18% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,881 | $500.0K | 0.32% | +300+11.6% | Added |
| Verdence Capital Advisors LLC | 2,887 | $500.6K | 0.06% | −141−4.7% | Reduced |
| Xcel Wealth Management, LLC | 2,900 | $502.9K | 0.16% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,902 | $503.3K | 0.25% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,903 | $503.5K | 0.06% | +281+10.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,905 | $503.8K | 0.07% | −500−14.7% | Reduced |
| Primoris Wealth Advisors, LLC | 2,908 | $504.3K | 0.55% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,914 | $505.3K | 0.18% | +16+0.6% | Added |
| BCJ Capital Management, LLC | 2,922 | $506.7K | 0.04% | −437−13.0% | Reduced |
| RMB Capital Management, LLC | 2,928 | $507.8K | 0.02% | +426+17.0% | Added |
| TrinityPoint Wealth, LLC | 2,931 | $508.3K | 0.10% | +5+0.2% | Added |
| David Loasby | 3,008 | $515.4K | 0.06% | +297+11.0% | Added |
| CMG Global Holdings, LLC | 2,974 | $515.8K | 0.42% | 00.0% | Unchanged |
| Berkshire Bank | 2,996 | $519.6K | 0.14% | +575+23.8% | Added |
| Rbo & Co LLC | 3,000 | $520.3K | 0.09% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,000 | $520.3K | 0.01% | +3,000 | New |
| Mechanics Financial Corp | 3,006 | $521.3K | 0.28% | +76+2.6% | Added |
| AFS Financial Group, LLC | 3,042 | $527.6K | 0.34% | +52+1.7% | Added |
| SlateStone Wealth, LLC | 3,044 | $528.0K | 0.10% | +293+10.7% | Added |
| Univest Financial Corp | 3,058 | $530.3K | 0.16% | +60+2.0% | Added |
| Morton Capital Management LLC | 3,064 | $531.4K | 0.18% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,066 | $531.8K | 0.22% | +4+0.1% | Added |
| PFG Investments, LLC | 3,080 | $534.1K | 0.10% | −99−3.1% | Reduced |
| Boston Research & Management Inc | 3,090 | $535.0K | 0.15% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,097 | $537.1K | 0.09% | +109+3.6% | Added |
| Cornerstone Wealth Management, LLC | 3,103 | $538.1K | 0.05% | +1,358+77.8% | Added |
| Beaumont Financial Advisors, LLC | 3,103 | $538.1K | 0.05% | +20+0.6% | Added |
| Clearstead Advisors, LLC | 3,122 | $541.4K | 0.03% | −101−3.1% | Reduced |
| Simmons Bank | 3,124 | $541.8K | 0.05% | +429+15.9% | Added |
| Nwam LLC | 3,126 | $542.2K | 0.04% | +387+14.1% | Added |
| Cozad Asset Management Inc | 3,128 | $542.5K | 0.07% | +30+1.0% | Added |
| 9258 Wealth Management, LLC | 3,153 | $546.8K | 0.10% | −87−2.7% | Reduced |
| Kinneret Advisory, LLC | 3,155 | $547.1K | 0.06% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 3,170 | $550.0K | 0.18% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,180 | $551.5K | 0.11% | −2−0.1% | Reduced |
| V-Square Quantitative Management LLC | 3,188 | $552.9K | 0.40% | +3,188 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,191 | $553.3K | 0.02% | −168−5.0% | Reduced |
| Avidian Wealth Solutions, LLC | 3,198 | $554.7K | 0.04% | +73+2.3% | Added |
| Meyer Handelman Co | 3,200 | $554.9K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,200 | $554.9K | 0.23% | +86+2.8% | Added |
| JSF Financial, LLC | 3,215 | $557.6K | 0.20% | +3,215 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 3,220 | $558.4K | 0.00% | −4,385−57.7% | Reduced |
| Meridian Financial, LLC | 3,222 | $558.8K | 0.50% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,223 | $558.9K | 0.20% | +145+4.7% | Added |
| Schechter Investment Advisors, LLC | 3,239 | $561.8K | 0.05% | −58−1.8% | Reduced |
| RFG Advisory, LLC | 3,268 | $566.7K | 0.03% | −226−6.5% | Reduced |
| MCF Advisors LLC | 3,270 | $567.0K | 0.05% | +135+4.3% | Added |
| Tradition Wealth Management, LLC | 3,282 | $569.0K | 0.07% | +171+5.5% | Added |
| Choate Investment Advisors | 3,292 | $570.9K | 0.02% | +140+4.4% | Added |
| Shepherd Financial Partners LLC | 3,296 | $571.6K | 0.09% | +46+1.4% | Added |
| Winton Group Ltd | 3,301 | $572.5K | 0.05% | −924−21.9% | Reduced |
| Good Life Advisors, LLC | 3,326 | $576.8K | 0.06% | +332+11.1% | Added |
| Great Lakes Retirement, Inc. | 3,332 | $577.9K | 0.10% | −9−0.3% | Reduced |
| Empowered Funds, LLC | 3,338 | $578.9K | 0.02% | +1,286+62.7% | Added |
| EA Series Trust | 3,338 | $578.9K | 0.02% | +3,338 | New |
| Cahaba Wealth Management, Inc. | 3,338 | $578.9K | 0.06% | −372−10.0% | Reduced |
| Peoples Financial Services Corp. | 3,353 | $581.5K | 0.26% | +599+21.8% | Added |
| Appleton Partners Inc | 3,368 | $584.0K | 0.05% | −142−4.0% | Reduced |
| Madison Asset Management, LLC | 3,381 | $586.3K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,382 | $586.5K | 0.05% | +254+8.1% | Added |
| Thomasville National Bank | 3,383 | $586.7K | 0.06% | +28+0.8% | Added |
| First Hawaiian Bank | 3,385 | $587.0K | 0.02% | −3,604−51.6% | Reduced |
| Alliance Wealth Advisors, LLC | 3,385 | $587.0K | 0.42% | −250−6.9% | Reduced |
| Kades & Cheifetz LLC | 3,399 | $589.5K | 0.45% | −134−3.8% | Reduced |