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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 5,883 | $1.02M | 0.02% | −199−3.3% | Reduced |
| Edge Capital Group, LLC | 5,881 | $1.02M | 0.06% | +3,015+105.2% | Added |
| Capital Investment Advisory Services, LLC | 5,828 | $1.01M | 0.10% | −83−1.4% | Reduced |
| Titleist Asset Management, LLC | 5,810 | $1.01M | 0.20% | −264−4.3% | Reduced |
| Westover Capital Advisors, LLC | 5,806 | $1.01M | 0.35% | −26−0.4% | Reduced |
| Moody National Bank Trust Division | 5,804 | $1.01M | 0.07% | 00.0% | Unchanged |
| First Pacific Financial | 5,803 | $1.01M | 0.43% | −155−2.6% | Reduced |
| Capital Planning LLC | 5,800 | $1.01M | 0.39% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 5,787 | $1.00M | 0.45% | −155−2.6% | Reduced |
| Hilltop Holdings Inc. | 5,738 | $994.9K | 0.12% | +1,448+33.8% | Added |
| Summit Trail Advisors, LLC | 5,726 | $993.0K | 0.04% | +3,894+212.6% | Added |
| Fisher Asset Management, LLC | 5,709 | $990.1K | 0.00% | +98+1.7% | Added |
| LGT Financial Advisors LLC | 5,644 | $978.8K | 1.04% | +3,396+151.1% | Added |
| Kovack Advisors, Inc. | 5,624 | $975.3K | 0.13% | +32+0.6% | Added |
| Equitable Holdings, Inc. | 5,601 | $971.3K | 0.01% | +2,897+107.1% | Added |
| TCM Advisors, LLC | – | $971.2K | 0.42% | – | – |
| Rehmann Capital Advisory Group | 5,573 | $966.6K | 0.09% | −63−1.1% | Reduced |
| MTM Investment Management, LLC | 5,573 | $966.5K | 0.47% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,553 | $962.9K | 0.04% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,550 | $962.5K | 0.18% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 5,596 | $957.3K | 0.33% | +858+18.1% | Added |
| Wolverine Asset Management LLC | 5,500 | $953.8K | 0.02% | +5,500 | New |
| Quadrant Capital Group LLC | 5,485 | $951.2K | 0.09% | −138−2.5% | Reduced |
| Blueshift Asset Management, LLC | 5,481 | $950.5K | 0.36% | +5,481 | New |
| Silvercrest Asset Management Group LLC | 5,470 | $948.6K | 0.01% | +108+2.0% | Added |
| Buckingham Strategic Partners | 5,467 | $948.2K | 0.05% | +1,949+55.4% | Added |
| SOL Capital Management CO | 5,450 | $945.0K | 0.14% | 00.0% | Unchanged |
| South State Corp. | 5,444 | $944.1K | 0.08% | −3,240−37.3% | Reduced |
| Moneta Group Investment Advisors LLC | 5,439 | $943.2K | 0.02% | +311+6.1% | Added |
| Ameritas Advisory Services, LLC | 5,524 | $939.2K | 0.12% | −831−13.1% | Reduced |
| FORA Capital, LLC | 5,400 | $936.5K | 0.13% | −25,353−82.4% | Reduced |
| World Equity Group, Inc. | 5,360 | $929.5K | 0.27% | +3,510+189.7% | Added |
| Essex Financial Services, Inc. | 5,301 | $919.3K | 0.10% | +168+3.3% | Added |
| Founders Financial Securities LLC | 5,276 | $915.0K | 0.12% | +333+6.7% | Added |
| Brighton Jones LLC | 5,264 | $912.9K | 0.05% | +1,016+23.9% | Added |
| Gladstone Institutional Advisory LLC | 5,242 | $909.1K | 0.06% | −287−5.2% | Reduced |
| Mengis Capital Management, Inc. | 5,229 | $907.0K | 0.18% | −318−5.7% | Reduced |
| Daymark Wealth Partners, LLC | 5,213 | $904.0K | 0.07% | +610+13.3% | Added |
| RSM US Wealth Management LLC | 5,180 | $898.3K | 0.03% | −62−1.2% | Reduced |
| Fca Corp | 5,174 | $897.3K | 0.33% | −161−3.0% | Reduced |
| MQS Management LLC | 5,123 | $888.4K | 0.60% | −1,847−26.5% | Reduced |
| Sonnipe Ltd | 5,040 | $874.0K | 0.12% | +5,040 | New |
| Clear Creek Financial Management, LLC | 5,037 | $873.6K | 0.15% | +37+0.7% | Added |
| RDA Financial Network | 5,012 | $869.1K | 0.37% | −9−0.2% | Reduced |
| Trium Capital LLP | 5,004 | $868.0K | 0.24% | +4,377+698.1% | 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 |
| Fulton Bank, N.A. | 4,994 | $866.1K | 0.04% | +645+14.8% | Added |
| Mayflower Financial Advisors, LLC | 4,983 | $864.2K | 0.11% | −46−0.9% | Reduced |
| Gyroscope Capital Management Group, LLC | 4,969 | $861.7K | 0.20% | +1,487+42.7% | Added |
| Mainsail Financial Group, LLC | 4,957 | $859.6K | 0.81% | −207−4.0% | Reduced |
| Strategic Blueprint, LLC | 4,954 | $859.2K | 0.08% | −160−3.1% | Reduced |
| McDonald Partners LLC | 4,921 | $853.5K | 0.26% | −612−11.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,910 | $851.5K | 0.07% | −7−0.1% | Reduced |
| Cigna Investments Inc | 4,900 | $850.0K | 0.16% | −22−0.4% | Reduced |
| MidWestOne Financial Group, Inc. | 4,890 | $847.9K | 0.18% | −46−0.9% | Reduced |
| Gateway Wealth Partners, LLC | 4,819 | $835.7K | 0.15% | +404+9.2% | Added |
| Meeder Asset Management Inc | 4,768 | $826.9K | 0.06% | −1,496−23.9% | Reduced |
| WR Wealth Planners, LLC | 4,742 | $822.4K | 0.32% | +400+9.2% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 4,713 | $817.3K | 0.78% | +338+7.7% | Added |
| High Net Worth Advisory Group LLC | 4,686 | $812.6K | 0.32% | −16−0.3% | Reduced |
| CWA Asset Management Group, LLC | 4,677 | $811.2K | 0.06% | +124+2.7% | Added |
| Financial Network Wealth Management LLC | 4,975 | $810.0K | 0.37% | −550−10.0% | Reduced |
| Werlinich Asset Management, LLC | 4,670 | $809.9K | 0.65% | +300+6.9% | Added |
| WealthTrust Axiom LLC | 4,657 | $807.8K | 0.27% | 00.0% | Unchanged |
| STAR Financial Bank | 4,635 | $803.8K | 0.75% | −23−0.5% | Reduced |
| Dempze Nancy E | 4,625 | $802.1K | 0.69% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,620 | $801.3K | 0.04% | +771+20.0% | Added |
| HRT Financial LP | 4,610 | $799.0K | 0.01% | −84,949−94.9% | Reduced |
| IMS Capital Management | 4,599 | $797.5K | 0.44% | +3+0.1% | Added |
| Silver Oak Securities, Inc | 4,556 | $790.0K | 0.13% | +706+18.3% | Added |
| Quantbot Technologies LP | 4,554 | $789.8K | 0.05% | +4,554 | New |
| J. W. Coons Advisors, LLC | 4,550 | $789.1K | 0.22% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,542 | $787.7K | 0.17% | 00.0% | Unchanged |
| Country Club Bank | 4,631 | $785.5K | 0.06% | +400+9.5% | Added |
| Clare Market Investments LLC | 4,527 | $785.2K | 0.29% | +107+2.4% | Added |
| Kingswood Wealth Advisors, LLC | 4,515 | $783.0K | 0.25% | +4,515 | New |
| BKD Wealth Advisors, LLC | 4,504 | $781.1K | 0.02% | +648+16.8% | Added |
| Montecito Bank & Trust | 4,500 | $780.4K | 0.18% | −316−6.6% | Reduced |
| Norris Perne & French LLP | 4,497 | $779.9K | 0.07% | −1,243−21.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,472 | $775.6K | 0.17% | +10+0.2% | Added |
| GW Henssler & Associates Ltd | 4,467 | $774.7K | 0.05% | −32−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 4,465 | $774.2K | 0.06% | +411+10.1% | Added |
| Coastal Investment Advisors, Inc. | 4,455 | $772.5K | 0.17% | −426−8.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,426 | $767.6K | 0.03% | −138−3.0% | Reduced |
| Profund Advisors LLC | 4,420 | $766.5K | 0.04% | +343+8.4% | Added |
| KWB Wealth | 4,414 | $765.4K | 0.12% | +857+24.1% | Added |
| Options Solutions, LLC | 4,401 | $763.2K | 0.75% | −99−2.2% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 4,382 | $759.9K | 0.88% | −2,027−31.6% | Reduced |
| Jeppson Wealth Management, LLC | 4,352 | $754.7K | 0.33% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 4,337 | $752.1K | 0.30% | +135+3.2% | Added |
| Avantax Planning Partners, Inc. | 4,331 | $751.1K | 0.03% | +20.0% | Added |
| Wealthspire Advisors, LLC | 4,304 | $746.4K | 0.01% | −247−5.4% | Reduced |
| Wulff, Hansen & Co. | 4,294 | $744.7K | 0.83% | −24−0.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,285 | $743.1K | 0.14% | −153−3.4% | Reduced |
| Great Lakes Advisors, LLC | 4,277 | $741.7K | 0.01% | −953−18.2% | Reduced |
| Cypress Asset Management Inc | 4,256 | $738.1K | 0.24% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 4,233 | $734.1K | 0.01% | +796+23.2% | Added |
| Ergoteles LLC | 4,224 | $732.5K | 0.04% | +4,224 | New |
| Integrated Advisors Network LLC | 4,218 | $731.5K | 0.04% | +247+6.2% | Added |