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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 3,401 | $590.0K | 0.01% | −81−2.3% | Reduced |
| Verus Capital Partners, LLC | 3,411 | $591.5K | 0.08% | −158−4.4% | Reduced |
| Successful Portfolios LLC | 3,422 | $593.4K | 0.51% | −91−2.6% | Reduced |
| Hyman Charles D | 3,456 | $599.0K | 0.04% | 00.0% | Unchanged |
| McDaniel Terry & Co | 3,500 | $607.0K | 0.06% | 00.0% | Unchanged |
| Mirova US LLC | 3,503 | $607.5K | 0.01% | +102+3.0% | Added |
| Wesbanco Bank Inc | 3,528 | $612.0K | 0.03% | −13−0.4% | Reduced |
| Wealth Quarterback LLC | 3,547 | $615.1K | 0.43% | +240+7.3% | Added |
| ICA Group Wealth Management, LLC | 3,547 | $615.2K | 0.15% | −6,249−63.8% | Reduced |
| Transcend Wealth Collective, LLC | 3,548 | $615.4K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,577 | $620.3K | 0.01% | +1,548+76.3% | Added |
| King Wealth | 3,592 | $623.0K | 0.13% | +2+0.1% | Added |
| International Assets Investment Management, LLC | 3,601 | $624.4K | 0.09% | +835+30.2% | Added |
| Resources Investment Advisors, LLC. | 3,634 | $630.1K | 0.01% | +27+0.7% | Added |
| Caxton Associates LP | 3,638 | $630.9K | 0.09% | −2,575−41.4% | Reduced |
| Mark Stevens | 3,669 | $636.3K | 0.08% | +50+1.4% | Added |
| One Capital Management, LLC | 3,670 | $636.5K | 0.03% | −500−12.0% | Reduced |
| Spinnaker Trust | 3,689 | $639.7K | 0.05% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 3,693 | $640.4K | 0.26% | −5,800−61.1% | Reduced |
| Bluesphere Advisors, LLC | 3,696 | $641.0K | 0.45% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,706 | $642.7K | 0.08% | −10−0.3% | Reduced |
| Orleans Capital Management Corp | 3,717 | $644.6K | 0.46% | 00.0% | Unchanged |
| Arden Trust Co | 3,726 | $646.0K | 0.11% | −2,781−42.7% | Reduced |
| MONECO Advisors, LLC | 3,726 | $646.2K | 0.18% | −99−2.6% | Reduced |
| Wedmont Private Capital | 3,834 | $646.3K | 0.07% | +240+6.7% | Added |
| Linscomb & Williams, Inc. | 3,733 | $647.4K | 0.03% | −10−0.3% | Reduced |
| Portside Wealth Group, LLC | 3,735 | $647.7K | 0.12% | +3,735 | New |
| NCM Capital Management, LLC | 3,737 | $648.1K | 0.45% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,779 | $655.3K | 0.04% | −156−4.0% | Reduced |
| SL Advisors, LLC | 3,787 | $656.7K | 1.48% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,803 | $659.4K | 0.64% | +31+0.8% | Added |
| Financial Advocates Investment Management | 3,816 | $661.8K | 0.05% | −120−3.0% | Reduced |
| CSM Advisors, LLC | 3,819 | $662.0K | 0.05% | −300−7.3% | Reduced |
| NSI Retail Advisors, LLC | 3,819 | $662.0K | 0.11% | −300−7.3% | Reduced |
| Tandem Capital Management Corp | 3,825 | $663.3K | 0.43% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 3,834 | $664.9K | 0.27% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 3,850 | $667.7K | 0.18% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 3,858 | $669.1K | 0.04% | +173+4.7% | Added |
| Moloney Securities Asset Management, LLC | 3,871 | $671.4K | 0.12% | +2+0.1% | Added |
| First National Bank of Hutchinson | 3,878 | $672.5K | 0.49% | +80+2.1% | Added |
| Kennedy Investment Group | 3,878 | $672.5K | 0.39% | +131+3.5% | Added |
| Notis-McConarty Edward | 3,900 | $676.3K | 0.26% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 3,921 | $677.3K | 0.33% | +290+8.0% | Added |
| Symphony Financial, Ltd. Co. | 3,993 | $677.5K | 0.17% | +328+8.9% | Added |
| J.W. Cole Advisors, Inc. | 3,910 | $678.0K | 0.05% | −281−6.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,910 | $678.1K | 0.46% | −881−18.4% | Reduced |
| Equitable Trust Co | 3,947 | $684.5K | 0.05% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,969 | $688.3K | 0.11% | +351+9.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,988 | $691.7K | 0.01% | −25,974−86.7% | Reduced |
| NewEdge Wealth, LLC | 3,992 | $692.3K | 0.02% | −20−0.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,002 | $694.0K | 0.17% | +523+15.0% | Added |
| Tributary Capital Management, LLC | 4,015 | $696.3K | 0.06% | −140−3.4% | Reduced |
| Principal Street Partners, LLC | 4,034 | $699.6K | 0.17% | −140−3.4% | Reduced |
| Bank Ozk | 4,060 | $704.1K | 0.34% | −435−9.7% | Reduced |
| Walleye Capital LLC | 4,083 | $708.1K | 0.01% | +4,083 | New |
| Aberdeen Wealth Management LLC | 4,085 | $708.4K | 0.51% | +60+1.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,093 | $709.8K | 0.34% | +533+15.0% | Added |
| Mill Creek Capital Advisors, LLC | 4,103 | $711.5K | 0.02% | +354+9.4% | Added |
| Tower Research Capital LLC (TRC) | 4,105 | $711.9K | 0.02% | −4,785−53.8% | Reduced |
| Stony Point Wealth Management Inc. | 4,108 | $712.5K | 0.36% | −267−6.1% | Reduced |
| Regatta Capital Group, LLC | 4,111 | $712.9K | 0.23% | −20.0% | Reduced |
| MMBG Investment Advisors Co. | 4,260 | $713.4K | 0.09% | 00.0% | Unchanged |
| RW Investment Management LLC | 4,144 | $718.7K | 0.15% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,163 | $721.9K | 0.43% | +102+2.5% | Added |
| HF Advisory Group, LLC | 4,166 | $722.4K | 0.57% | −9,691−69.9% | Reduced |
| First Foundation Advisors | 4,167 | $722.6K | 0.03% | +1,003+31.7% | Added |
| Independence Bank of Kentucky | 4,167 | $722.6K | 0.29% | −25−0.6% | Reduced |
| HM Payson & Co | 4,177 | $724.4K | 0.02% | −48−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 4,191 | $726.8K | 0.02% | −129−3.0% | Reduced |
| Clarius Group, LLC | 4,193 | $727.1K | 0.06% | +548+15.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,200 | $728.4K | 0.09% | −355−7.8% | Reduced |
| XML Financial, LLC | 4,203 | $728.9K | 0.08% | +203+5.1% | Added |
| Community Bank, N.A. | 4,212 | $730.4K | 0.10% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $731.4K | 0.61% | – | – |
| Integrated Advisors Network LLC | 4,218 | $731.5K | 0.04% | +247+6.2% | Added |
| Ergoteles LLC | 4,224 | $732.5K | 0.04% | +4,224 | New |
| Douglas Lane & Associates, LLC | 4,233 | $734.1K | 0.01% | +796+23.2% | Added |
| Cypress Asset Management Inc | 4,256 | $738.1K | 0.24% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,277 | $741.7K | 0.01% | −953−18.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,285 | $743.1K | 0.14% | −153−3.4% | Reduced |
| Wulff, Hansen & Co. | 4,294 | $744.7K | 0.83% | −24−0.6% | Reduced |
| Wealthspire Advisors, LLC | 4,304 | $746.4K | 0.01% | −247−5.4% | Reduced |
| Avantax Planning Partners, Inc. | 4,331 | $751.1K | 0.03% | +20.0% | Added |
| Founders Financial Alliance, LLC | 4,337 | $752.1K | 0.30% | +135+3.2% | Added |
| Jeppson Wealth Management, LLC | 4,352 | $754.7K | 0.33% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 4,382 | $759.9K | 0.88% | −2,027−31.6% | Reduced |
| Options Solutions, LLC | 4,401 | $763.2K | 0.75% | −99−2.2% | Reduced |
| KWB Wealth | 4,414 | $765.4K | 0.12% | +857+24.1% | Added |
| Profund Advisors LLC | 4,420 | $766.5K | 0.04% | +343+8.4% | Added |
| Ameritas Investment Partners, Inc. | 4,426 | $767.6K | 0.03% | −138−3.0% | Reduced |
| Coastal Investment Advisors, Inc. | 4,455 | $772.5K | 0.17% | −426−8.7% | Reduced |
| Axxcess Wealth Management, LLC | 4,465 | $774.2K | 0.06% | +411+10.1% | Added |
| GW Henssler & Associates Ltd | 4,467 | $774.7K | 0.05% | −32−0.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,472 | $775.6K | 0.17% | +10+0.2% | Added |
| Norris Perne & French LLP | 4,497 | $779.9K | 0.07% | −1,243−21.7% | Reduced |
| Montecito Bank & Trust | 4,500 | $780.4K | 0.18% | −316−6.6% | Reduced |
| BKD Wealth Advisors, LLC | 4,504 | $781.1K | 0.02% | +648+16.8% | Added |
| Kingswood Wealth Advisors, LLC | 4,515 | $783.0K | 0.25% | +4,515 | New |
| Clare Market Investments LLC | 4,527 | $785.2K | 0.29% | +107+2.4% | Added |
| Country Club Bank | 4,631 | $785.5K | 0.06% | +400+9.5% | Added |