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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 3,198 | $554.7K | 0.04% | +73+2.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,191 | $553.3K | 0.02% | −168−5.0% | Reduced |
| V-Square Quantitative Management LLC | 3,188 | $552.9K | 0.40% | +3,188 | New |
| Mosaic Family Wealth Partners, LLC | 3,180 | $551.5K | 0.11% | −2−0.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,170 | $550.0K | 0.18% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 3,155 | $547.1K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,153 | $546.8K | 0.10% | −87−2.7% | Reduced |
| Cozad Asset Management Inc | 3,128 | $542.5K | 0.07% | +30+1.0% | Added |
| Nwam LLC | 3,126 | $542.2K | 0.04% | +387+14.1% | Added |
| Simmons Bank | 3,124 | $541.8K | 0.05% | +429+15.9% | Added |
| Clearstead Advisors, LLC | 3,122 | $541.4K | 0.03% | −101−3.1% | Reduced |
| Beaumont Financial Advisors, LLC | 3,103 | $538.1K | 0.05% | +20+0.6% | Added |
| Cornerstone Wealth Management, LLC | 3,103 | $538.1K | 0.05% | +1,358+77.8% | Added |
| Guardian Wealth Advisors, LLC | 3,097 | $537.1K | 0.09% | +109+3.6% | Added |
| Boston Research & Management Inc | 3,090 | $535.0K | 0.15% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,080 | $534.1K | 0.10% | −99−3.1% | Reduced |
| Shoker Investment Counsel, Inc. | 3,066 | $531.8K | 0.22% | +4+0.1% | Added |
| Morton Capital Management LLC | 3,064 | $531.4K | 0.18% | 00.0% | Unchanged |
| Univest Financial Corp | 3,058 | $530.3K | 0.16% | +60+2.0% | Added |
| SlateStone Wealth, LLC | 3,044 | $528.0K | 0.10% | +293+10.7% | Added |
| AFS Financial Group, LLC | 3,042 | $527.6K | 0.34% | +52+1.7% | Added |
| Mechanics Financial Corp | 3,006 | $521.3K | 0.28% | +76+2.6% | 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 |
| Berkshire Bank | 2,996 | $519.6K | 0.14% | +575+23.8% | Added |
| CMG Global Holdings, LLC | 2,974 | $515.8K | 0.42% | 00.0% | Unchanged |
| David Loasby | 3,008 | $515.4K | 0.06% | +297+11.0% | Added |
| TrinityPoint Wealth, LLC | 2,931 | $508.3K | 0.10% | +5+0.2% | Added |
| RMB Capital Management, LLC | 2,928 | $507.8K | 0.02% | +426+17.0% | Added |
| BCJ Capital Management, LLC | 2,922 | $506.7K | 0.04% | −437−13.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,914 | $505.3K | 0.18% | +16+0.6% | Added |
| Primoris Wealth Advisors, LLC | 2,908 | $504.3K | 0.55% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,905 | $503.8K | 0.07% | −500−14.7% | Reduced |
| NorthRock Partners, LLC | 2,903 | $503.5K | 0.06% | +281+10.7% | Added |
| Forza Wealth Management, LLC | 2,902 | $503.3K | 0.25% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 2,900 | $502.9K | 0.16% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,887 | $500.6K | 0.06% | −141−4.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,881 | $500.0K | 0.32% | +300+11.6% | Added |
| Walter & Keenan Financial Consulting Co | 2,875 | $498.6K | 0.18% | 00.0% | Unchanged |
| Geneva Partners, LLC | 2,863 | $496.5K | 0.32% | −202−6.6% | Reduced |
| 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 |
| Mitchell McLeod Pugh & Williams Inc | 2,852 | $494.6K | 0.14% | 00.0% | Unchanged |
| 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 |
| Mount Yale Investment Advisors, LLC | 2,844 | $493.2K | 0.05% | −16−0.6% | Reduced |
| Clearview Wealth Advisors LLC | 2,825 | $489.9K | 0.50% | −39−1.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,814 | $488.1K | 0.13% | −15−0.5% | Reduced |
| Northwest Investment Counselors, LLC | 2,780 | $482.1K | 0.13% | −430−13.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,774 | $481.0K | 0.17% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 2,772 | $480.1K | 0.01% | +2,772 | New |
| Apella Capital, LLC | 2,768 | $480.0K | 0.03% | +2,768 | New |
| Redwood Investments, LLC | 2,762 | $479.0K | 0.06% | −52−1.8% | Reduced |
| Per Stirling Capital Management, LLC. | 2,748 | $476.6K | 0.10% | +15+0.5% | Added |
| Forum Financial Management, LP | 2,748 | $476.6K | 0.01% | +513+23.0% | Added |
| Herold Advisors, Inc. | 2,747 | $476.3K | 0.15% | +10.0% | Added |
| Arjuna Capital | 2,742 | $475.5K | 0.17% | +2,742 | New |
| Chicago Trust Co NA | 2,738 | $474.8K | 0.11% | −155−5.4% | Reduced |
| CAPROCK Group, Inc. | 2,736 | $474.6K | 0.03% | −635−18.8% | Reduced |
| Evergreen Capital Management LLC | 2,731 | $473.5K | 0.02% | +154+6.0% | Added |
| Marble Harbor Investment Counsel, LLC | 2,723 | $472.2K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,717 | $471.2K | 0.04% | +275+11.3% | Added |
| Ifrah Financial Services, Inc. | 2,711 | $470.1K | 0.14% | −47−1.7% | Reduced |
| Bessemer Securities LLC | 2,711 | $470.0K | 0.31% | −350−11.4% | Reduced |
| Atwood & Palmer Inc | 2,707 | $469.4K | 0.04% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,706 | $469.3K | 0.24% | +56+2.1% | Added |
| Court Place Advisors, LLC | 2,703 | $468.8K | 0.16% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,694 | $467.2K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,690 | $466.5K | 0.08% | +668+33.0% | Added |
| AlphaCore Capital LLC | 2,687 | $466.0K | 0.07% | +2,687 | New |
| Fukoku Mutual Life Insurance Co | 2,682 | $465.1K | 0.04% | −1,333−33.2% | Reduced |
| Zullo Investment Group, Inc. | 2,680 | $464.9K | 0.27% | −16−0.6% | Reduced |
| Gs Investments, Inc. | 2,675 | $463.9K | 0.25% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,652 | $459.9K | 0.07% | +10+0.4% | Added |
| KRS Capital Management, LLC | 2,651 | $459.7K | 0.46% | −6−0.2% | Reduced |
| Hohimer Wealth Management, LLC | 2,650 | $459.6K | 0.13% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,644 | $458.5K | 0.03% | +1,000+60.8% | Added |
| Desjardins Global Asset Management Inc. | 2,624 | $455.1K | 0.05% | +651+33.0% | Added |
| Angeles Wealth Management, LLC | 2,620 | $454.4K | 0.06% | +2+0.1% | Added |
| Adell Harriman & Carpenter Inc | 2,638 | $452.2K | 0.05% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,603 | $451.4K | 0.42% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,603 | $451.4K | 0.16% | +255+10.9% | Added |
| Van Cleef Asset Management,Inc | 2,602 | $451.3K | 0.07% | +10.0% | Added |
| Global Assets Advisory, LLC | 2,600 | $450.9K | 0.41% | −8−0.3% | Reduced |
| Stockman Wealth Management, Inc. | 2,562 | $444.3K | 0.10% | +4+0.2% | Added |
| Community Bank & Trust, Waco, Texas | 2,554 | $443.0K | 0.13% | −23−0.9% | Reduced |
| Pitcairn Co | 2,545 | $441.4K | 0.04% | −19−0.7% | Reduced |
| Values First Advisors, Inc. | 2,526 | $438.0K | 0.26% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,524 | $437.8K | 0.30% | +938+59.1% | Added |
| Archford Capital Strategies, LLC | 2,546 | $437.4K | 0.08% | −347−12.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,513 | $435.8K | 0.20% | −57−2.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,509 | $435.1K | 0.07% | +291+13.1% | Added |
| Cape Ann Savings Bank | 2,503 | $434.1K | 0.29% | +218+9.5% | Added |
| Parthenon LLC | 2,500 | $433.6K | 0.06% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,500 | $433.6K | 0.01% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $433.6K | 0.37% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,498 | $433.0K | 0.07% | +60+2.5% | Added |
| NFP Retirement, Inc. | 2,486 | $431.2K | 0.08% | +4+0.2% | Added |
| Change Path, LLC | 2,483 | $431.0K | 0.02% | +70+2.9% | Added |
| Summit Financial Wealth Advisors, LLC | 2,483 | $430.6K | 0.10% | −587−19.1% | Reduced |