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 |
|---|---|---|---|---|---|
| Live Oak Investment Partners | – | $731.4K | 0.61% | – | – |
| Community Bank, N.A. | 4,212 | $730.4K | 0.10% | 00.0% | Unchanged |
| XML Financial, LLC | 4,203 | $728.9K | 0.08% | +203+5.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,200 | $728.4K | 0.09% | −355−7.8% | Reduced |
| Clarius Group, LLC | 4,193 | $727.1K | 0.06% | +548+15.0% | Added |
| Exchange Traded Concepts, LLC | 4,191 | $726.8K | 0.02% | −129−3.0% | Reduced |
| HM Payson & Co | 4,177 | $724.4K | 0.02% | −48−1.1% | Reduced |
| Independence Bank of Kentucky | 4,167 | $722.6K | 0.29% | −25−0.6% | Reduced |
| First Foundation Advisors | 4,167 | $722.6K | 0.03% | +1,003+31.7% | Added |
| HF Advisory Group, LLC | 4,166 | $722.4K | 0.57% | −9,691−69.9% | Reduced |
| Tradewinds, LLC. | 4,163 | $721.9K | 0.43% | +102+2.5% | Added |
| RW Investment Management LLC | 4,144 | $718.7K | 0.15% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 4,260 | $713.4K | 0.09% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,111 | $712.9K | 0.23% | −20.0% | Reduced |
| Stony Point Wealth Management Inc. | 4,108 | $712.5K | 0.36% | −267−6.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,105 | $711.9K | 0.02% | −4,785−53.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,103 | $711.5K | 0.02% | +354+9.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,093 | $709.8K | 0.34% | +533+15.0% | Added |
| Aberdeen Wealth Management LLC | 4,085 | $708.4K | 0.51% | +60+1.5% | Added |
| Walleye Capital LLC | 4,083 | $708.1K | 0.01% | +4,083 | New |
| Bank Ozk | 4,060 | $704.1K | 0.34% | −435−9.7% | Reduced |
| Principal Street Partners, LLC | 4,034 | $699.6K | 0.17% | −140−3.4% | Reduced |
| Tributary Capital Management, LLC | 4,015 | $696.3K | 0.06% | −140−3.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,002 | $694.0K | 0.17% | +523+15.0% | Added |
| NewEdge Wealth, LLC | 3,992 | $692.3K | 0.02% | −20−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,988 | $691.7K | 0.01% | −25,974−86.7% | Reduced |
| Kathmere Capital Management, LLC | 3,969 | $688.3K | 0.11% | +351+9.7% | Added |
| Equitable Trust Co | 3,947 | $684.5K | 0.05% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 3,910 | $678.1K | 0.46% | −881−18.4% | Reduced |
| J.W. Cole Advisors, Inc. | 3,910 | $678.0K | 0.05% | −281−6.7% | Reduced |
| Symphony Financial, Ltd. Co. | 3,993 | $677.5K | 0.17% | +328+8.9% | Added |
| Algebris (UK) Ltd | 3,921 | $677.3K | 0.33% | +290+8.0% | Added |
| Notis-McConarty Edward | 3,900 | $676.3K | 0.26% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,878 | $672.5K | 0.39% | +131+3.5% | Added |
| First National Bank of Hutchinson | 3,878 | $672.5K | 0.49% | +80+2.1% | Added |
| Moloney Securities Asset Management, LLC | 3,871 | $671.4K | 0.12% | +2+0.1% | Added |
| Steel Peak Wealth Management LLC | 3,858 | $669.1K | 0.04% | +173+4.7% | Added |
| Ipswich Investment Management Co., Inc. | 3,850 | $667.7K | 0.18% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 3,834 | $664.9K | 0.27% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 3,825 | $663.3K | 0.43% | 00.0% | Unchanged |
| 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 |
| Financial Advocates Investment Management | 3,816 | $661.8K | 0.05% | −120−3.0% | Reduced |
| Richwood Investment Advisors, LLC | 3,803 | $659.4K | 0.64% | +31+0.8% | Added |
| SL Advisors, LLC | 3,787 | $656.7K | 1.48% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,779 | $655.3K | 0.04% | −156−4.0% | Reduced |
| NCM Capital Management, LLC | 3,737 | $648.1K | 0.45% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,735 | $647.7K | 0.12% | +3,735 | New |
| Linscomb & Williams, Inc. | 3,733 | $647.4K | 0.03% | −10−0.3% | Reduced |
| Wedmont Private Capital | 3,834 | $646.3K | 0.07% | +240+6.7% | Added |
| MONECO Advisors, LLC | 3,726 | $646.2K | 0.18% | −99−2.6% | Reduced |
| Arden Trust Co | 3,726 | $646.0K | 0.11% | −2,781−42.7% | Reduced |
| Orleans Capital Management Corp | 3,717 | $644.6K | 0.46% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,706 | $642.7K | 0.08% | −10−0.3% | Reduced |
| Bluesphere Advisors, LLC | 3,696 | $641.0K | 0.45% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 3,693 | $640.4K | 0.26% | −5,800−61.1% | Reduced |
| Spinnaker Trust | 3,689 | $639.7K | 0.05% | 00.0% | Unchanged |
| One Capital Management, LLC | 3,670 | $636.5K | 0.03% | −500−12.0% | Reduced |
| Mark Stevens | 3,669 | $636.3K | 0.08% | +50+1.4% | Added |
| Caxton Associates LP | 3,638 | $630.9K | 0.09% | −2,575−41.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,634 | $630.1K | 0.01% | +27+0.7% | Added |
| International Assets Investment Management, LLC | 3,601 | $624.4K | 0.09% | +835+30.2% | Added |
| King Wealth | 3,592 | $623.0K | 0.13% | +2+0.1% | Added |
| Modera Wealth Management, LLC | 3,577 | $620.3K | 0.01% | +1,548+76.3% | Added |
| Transcend Wealth Collective, LLC | 3,548 | $615.4K | 0.06% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,547 | $615.2K | 0.15% | −6,249−63.8% | Reduced |
| Wealth Quarterback LLC | 3,547 | $615.1K | 0.43% | +240+7.3% | Added |
| Wesbanco Bank Inc | 3,528 | $612.0K | 0.03% | −13−0.4% | Reduced |
| Mirova US LLC | 3,503 | $607.5K | 0.01% | +102+3.0% | Added |
| McDaniel Terry & Co | 3,500 | $607.0K | 0.06% | 00.0% | Unchanged |
| Hyman Charles D | 3,456 | $599.0K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,422 | $593.4K | 0.51% | −91−2.6% | Reduced |
| Verus Capital Partners, LLC | 3,411 | $591.5K | 0.08% | −158−4.4% | Reduced |
| Advisors Capital Management, LLC | 3,401 | $590.0K | 0.01% | −81−2.3% | Reduced |
| Kades & Cheifetz LLC | 3,399 | $589.5K | 0.45% | −134−3.8% | Reduced |
| 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 |
| Thomasville National Bank | 3,383 | $586.7K | 0.06% | +28+0.8% | Added |
| Oakworth Capital, Inc. | 3,382 | $586.5K | 0.05% | +254+8.1% | Added |
| Madison Asset Management, LLC | 3,381 | $586.3K | 0.01% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,368 | $584.0K | 0.05% | −142−4.0% | Reduced |
| Peoples Financial Services Corp. | 3,353 | $581.5K | 0.26% | +599+21.8% | Added |
| Cahaba Wealth Management, Inc. | 3,338 | $578.9K | 0.06% | −372−10.0% | 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 |
| Great Lakes Retirement, Inc. | 3,332 | $577.9K | 0.10% | −9−0.3% | Reduced |
| Good Life Advisors, LLC | 3,326 | $576.8K | 0.06% | +332+11.1% | Added |
| Winton Group Ltd | 3,301 | $572.5K | 0.05% | −924−21.9% | Reduced |
| Shepherd Financial Partners LLC | 3,296 | $571.6K | 0.09% | +46+1.4% | Added |
| Choate Investment Advisors | 3,292 | $570.9K | 0.02% | +140+4.4% | Added |
| Tradition Wealth Management, LLC | 3,282 | $569.0K | 0.07% | +171+5.5% | Added |
| MCF Advisors LLC | 3,270 | $567.0K | 0.05% | +135+4.3% | Added |
| RFG Advisory, LLC | 3,268 | $566.7K | 0.03% | −226−6.5% | Reduced |
| Schechter Investment Advisors, LLC | 3,239 | $561.8K | 0.05% | −58−1.8% | Reduced |
| Fidelis Capital Partners, LLC | 3,223 | $558.9K | 0.20% | +145+4.7% | Added |
| Meridian Financial, LLC | 3,222 | $558.8K | 0.50% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,220 | $558.4K | 0.00% | −4,385−57.7% | Reduced |
| JSF Financial, LLC | 3,215 | $557.6K | 0.20% | +3,215 | New |
| 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 |