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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 4,542 | $787.7K | 0.17% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,550 | $789.1K | 0.22% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,554 | $789.8K | 0.05% | +4,554 | New |
| Silver Oak Securities, Inc | 4,556 | $790.0K | 0.13% | +706+18.3% | Added |
| IMS Capital Management | 4,599 | $797.5K | 0.44% | +3+0.1% | Added |
| HRT Financial LP | 4,610 | $799.0K | 0.01% | −84,949−94.9% | Reduced |
| Advisory Alpha, LLC | 4,620 | $801.3K | 0.04% | +771+20.0% | Added |
| Dempze Nancy E | 4,625 | $802.1K | 0.69% | 00.0% | Unchanged |
| STAR Financial Bank | 4,635 | $803.8K | 0.75% | −23−0.5% | Reduced |
| WealthTrust Axiom LLC | 4,657 | $807.8K | 0.27% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,670 | $809.9K | 0.65% | +300+6.9% | Added |
| Financial Network Wealth Management LLC | 4,975 | $810.0K | 0.37% | −550−10.0% | Reduced |
| CWA Asset Management Group, LLC | 4,677 | $811.2K | 0.06% | +124+2.7% | Added |
| High Net Worth Advisory Group LLC | 4,686 | $812.6K | 0.32% | −16−0.3% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 4,713 | $817.3K | 0.78% | +338+7.7% | Added |
| WR Wealth Planners, LLC | 4,742 | $822.4K | 0.32% | +400+9.2% | Added |
| Meeder Asset Management Inc | 4,768 | $826.9K | 0.06% | −1,496−23.9% | Reduced |
| Gateway Wealth Partners, LLC | 4,819 | $835.7K | 0.15% | +404+9.2% | Added |
| MidWestOne Financial Group, Inc. | 4,890 | $847.9K | 0.18% | −46−0.9% | Reduced |
| Cigna Investments Inc | 4,900 | $850.0K | 0.16% | −22−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,910 | $851.5K | 0.07% | −7−0.1% | Reduced |
| McDonald Partners LLC | 4,921 | $853.5K | 0.26% | −612−11.1% | Reduced |
| Strategic Blueprint, LLC | 4,954 | $859.2K | 0.08% | −160−3.1% | Reduced |
| Mainsail Financial Group, LLC | 4,957 | $859.6K | 0.81% | −207−4.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 4,969 | $861.7K | 0.20% | +1,487+42.7% | Added |
| Mayflower Financial Advisors, LLC | 4,983 | $864.2K | 0.11% | −46−0.9% | Reduced |
| Fulton Bank, N.A. | 4,994 | $866.1K | 0.04% | +645+14.8% | Added |
| Bienville Capital Management, LLC | 5,000 | $867.1K | 0.33% | −10,505−67.8% | Reduced |
| Barbara Oil Co. | 5,000 | $867.1K | 0.40% | 00.0% | Unchanged |
| Trium Capital LLP | 5,004 | $868.0K | 0.24% | +4,377+698.1% | Added |
| RDA Financial Network | 5,012 | $869.1K | 0.37% | −9−0.2% | Reduced |
| Clear Creek Financial Management, LLC | 5,037 | $873.6K | 0.15% | +37+0.7% | Added |
| Sonnipe Ltd | 5,040 | $874.0K | 0.12% | +5,040 | New |
| MQS Management LLC | 5,123 | $888.4K | 0.60% | −1,847−26.5% | Reduced |
| Fca Corp | 5,174 | $897.3K | 0.33% | −161−3.0% | Reduced |
| RSM US Wealth Management LLC | 5,180 | $898.3K | 0.03% | −62−1.2% | Reduced |
| Daymark Wealth Partners, LLC | 5,213 | $904.0K | 0.07% | +610+13.3% | Added |
| Mengis Capital Management, Inc. | 5,229 | $907.0K | 0.18% | −318−5.7% | Reduced |
| Gladstone Institutional Advisory LLC | 5,242 | $909.1K | 0.06% | −287−5.2% | Reduced |
| Brighton Jones LLC | 5,264 | $912.9K | 0.05% | +1,016+23.9% | Added |
| Founders Financial Securities LLC | 5,276 | $915.0K | 0.12% | +333+6.7% | Added |
| Essex Financial Services, Inc. | 5,301 | $919.3K | 0.10% | +168+3.3% | Added |
| World Equity Group, Inc. | 5,360 | $929.5K | 0.27% | +3,510+189.7% | Added |
| FORA Capital, LLC | 5,400 | $936.5K | 0.13% | −25,353−82.4% | Reduced |
| Ameritas Advisory Services, LLC | 5,524 | $939.2K | 0.12% | −831−13.1% | Reduced |
| Moneta Group Investment Advisors LLC | 5,439 | $943.2K | 0.02% | +311+6.1% | Added |
| South State Corp. | 5,444 | $944.1K | 0.08% | −3,240−37.3% | Reduced |
| SOL Capital Management CO | 5,450 | $945.0K | 0.14% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,467 | $948.2K | 0.05% | +1,949+55.4% | Added |
| Silvercrest Asset Management Group LLC | 5,470 | $948.6K | 0.01% | +108+2.0% | Added |
| Blueshift Asset Management, LLC | 5,481 | $950.5K | 0.36% | +5,481 | New |
| Quadrant Capital Group LLC | 5,485 | $951.2K | 0.09% | −138−2.5% | Reduced |
| Wolverine Asset Management LLC | 5,500 | $953.8K | 0.02% | +5,500 | New |
| Castle Rock Wealth Management, LLC | 5,596 | $957.3K | 0.33% | +858+18.1% | Added |
| Qtron Investments LLC | 5,550 | $962.5K | 0.18% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,553 | $962.9K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 5,573 | $966.5K | 0.47% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,573 | $966.6K | 0.09% | −63−1.1% | Reduced |
| TCM Advisors, LLC | – | $971.2K | 0.42% | – | – |
| Equitable Holdings, Inc. | 5,601 | $971.3K | 0.01% | +2,897+107.1% | Added |
| Kovack Advisors, Inc. | 5,624 | $975.3K | 0.13% | +32+0.6% | Added |
| LGT Financial Advisors LLC | 5,644 | $978.8K | 1.04% | +3,396+151.1% | Added |
| Fisher Asset Management, LLC | 5,709 | $990.1K | 0.00% | +98+1.7% | Added |
| Summit Trail Advisors, LLC | 5,726 | $993.0K | 0.04% | +3,894+212.6% | Added |
| Hilltop Holdings Inc. | 5,738 | $994.9K | 0.12% | +1,448+33.8% | Added |
| Detalus Advisors, LLC | 5,787 | $1.00M | 0.45% | −155−2.6% | Reduced |
| Capital Planning LLC | 5,800 | $1.01M | 0.39% | 00.0% | Unchanged |
| First Pacific Financial | 5,803 | $1.01M | 0.43% | −155−2.6% | Reduced |
| Moody National Bank Trust Division | 5,804 | $1.01M | 0.07% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,806 | $1.01M | 0.35% | −26−0.4% | Reduced |
| Titleist Asset Management, LLC | 5,810 | $1.01M | 0.20% | −264−4.3% | Reduced |
| Capital Investment Advisory Services, LLC | 5,828 | $1.01M | 0.10% | −83−1.4% | Reduced |
| Edge Capital Group, LLC | 5,881 | $1.02M | 0.06% | +3,015+105.2% | Added |
| Welch & Forbes LLC | 5,883 | $1.02M | 0.02% | −199−3.3% | Reduced |
| HBK Sorce Advisory LLC | 5,897 | $1.02M | 0.04% | +27+0.5% | Added |
| Arkadios Wealth Advisors | 5,902 | $1.02M | 0.12% | +23+0.4% | Added |
| Financial Advisory Service, Inc. | 5,922 | $1.03M | 0.13% | +37+0.6% | Added |
| Welch Group, LLC | 5,925 | $1.03M | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 5,927 | $1.03M | 0.16% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,941 | $1.03M | 0.05% | −164−2.7% | Reduced |
| Morningstar Investment Management LLC | 5,959 | $1.03M | 0.14% | +5,959 | New |
| Whittier Trust Co of Nevada Inc | 5,973 | $1.04M | 0.04% | −70−1.2% | Reduced |
| Graypoint LLC | 5,998 | $1.04M | 0.10% | −82−1.3% | Reduced |
| Confluence Wealth Services, Inc. | 6,002 | $1.04M | 0.22% | −15−0.2% | Reduced |
| Old National Bancorp | 6,008 | $1.04M | 0.03% | −2,878−32.4% | Reduced |
| Birch Hill Investment Advisors LLC | 6,009 | $1.04M | 0.06% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 6,020 | $1.04M | 1.02% | −1,765−22.7% | Reduced |
| Rosenbaum Jay D. | 6,043 | $1.05M | 1.68% | +192+3.3% | Added |
| Venture Visionary Partners LLC | 6,054 | $1.05M | 0.06% | +4+0.1% | Added |
| Piscataqua Savings Bank | 6,069 | $1.05M | 0.86% | +1,756+40.7% | Added |
| Corundum Group, Inc. | 6,072 | $1.05M | 0.53% | −3,599−37.2% | Reduced |
| Cobblestone Capital Advisors LLC | 6,083 | $1.05M | 0.07% | +79+1.3% | Added |
| LMG Wealth Partners, LLC | 6,083 | $1.05M | 0.32% | +342+6.0% | Added |
| Proequities, Inc. | 6,091 | $1.06M | 0.08% | +677+12.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,092 | $1.06M | 0.66% | −16−0.3% | Reduced |
| FourThought Financial Partners, LLC | 6,101 | $1.06M | 0.14% | −599−8.9% | Reduced |
| Mainstay Capital Management LLC | 6,141 | $1.06M | 0.19% | −10−0.2% | Reduced |
| Western Wealth Management, LLC | 6,168 | $1.07M | 0.09% | +13+0.2% | Added |
| Unique Wealth, LLC | 6,254 | $1.08M | 0.47% | +1,642+35.6% | Added |
| Meeder Advisory Services, Inc. | 6,262 | $1.09M | 0.12% | −128−2.0% | Reduced |