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; 2,380 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 2,478 | $429.7K | 0.12% | −464−15.8% | Reduced |
| Cassia Capital Partners, LLC | 2,476 | $429.4K | 0.34% | +704+39.7% | Added |
| Sentry Investment Management LLC | 2,472 | $429.0K | 0.16% | 00.0% | Unchanged |
| Tobam | 2,465 | $427.0K | 0.03% | −294−10.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,483 | $426.5K | 0.36% | +195+8.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,450 | $424.9K | 0.24% | 00.0% | Unchanged |
| Fortune 45 LLC | 2,419 | $424.2K | 0.43% | −135−5.3% | Reduced |
| Viawealth, LLC | 2,440 | $423.1K | 0.32% | 00.0% | Unchanged |
| Hoylecohen, LLC | 2,438 | $422.8K | 0.04% | +101+4.3% | Added |
| Cassaday & Co Wealth Management LLC | 2,433 | $421.9K | 0.02% | −106−4.2% | Reduced |
| First Nebraska Trust Co | 2,420 | $419.7K | 0.05% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,417 | $419.1K | 0.12% | +4+0.2% | Added |
| Truvestments Capital LLC | 2,408 | $417.5K | 0.21% | −213−8.1% | Reduced |
| Mendel Money Management | 2,403 | $416.8K | 0.21% | +172+7.7% | Added |
| KMG Fiduciary Partners, LLC | 2,400 | $416.2K | 0.05% | −253−9.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,400 | $416.2K | 0.26% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,398 | $415.9K | 0.06% | +3+0.1% | Added |
| Horan Capital Advisors, LLC. | 2,395 | $415.3K | 0.16% | −50−2.0% | Reduced |
| Terry L. Blaker | 2,394 | $415.2K | 0.04% | −56−2.3% | Reduced |
| Penserra Capital Management LLC | 2,401 | $415.0K | 0.01% | +2,379+10,813.6% | Added |
| FDx Advisors, Inc. | 2,386 | $414.0K | 0.02% | −3,484−59.4% | Reduced |
| Alaethes Wealth LLC | 2,384 | $413.4K | 0.23% | −300−11.2% | Reduced |
| Weinberger Asset Management, Inc | 2,371 | $411.2K | 0.23% | +6+0.3% | Added |
| Davis R M Inc | 2,366 | $410.0K | 0.01% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 2,354 | $408.2K | 0.27% | +9+0.4% | Added |
| Csenge Advisory Group | 2,342 | $406.2K | 0.03% | −465−16.6% | Reduced |
| InterOcean Capital Group, LLC | 2,339 | $405.6K | 0.01% | +260+12.5% | Added |
| Monumental Financial Group Inc. | 2,334 | $404.8K | 0.27% | 00.0% | Unchanged |
| Truadvice, LLC | 2,524 | $403.4K | 0.15% | 00.0% | Unchanged |
| Glenview Trust Co | 2,324 | $403.0K | 0.01% | +86+3.8% | Added |
| Hudock, Inc. | 2,321 | $402.5K | 0.10% | −40−1.7% | Reduced |
| Shelton Capital Management | 2,319 | $402.2K | 0.01% | −68−2.8% | Reduced |
| Conning Inc. | 2,312 | $400.9K | 0.01% | −400−14.7% | Reduced |
| CWM Advisors, LLC | 2,309 | $400.4K | 0.05% | −321−12.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,306 | $399.9K | 0.06% | −86−3.6% | Reduced |
| Private Capital Management, LLC | 2,304 | $399.5K | 0.05% | +25+1.1% | Added |
| Delos Wealth Advisors, LLC | 2,300 | $398.9K | 0.51% | −1,379−37.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,286 | $396.4K | 0.12% | 00.0% | Unchanged |
| Burney Co | 2,279 | $395.2K | 0.02% | −6−0.3% | Reduced |
| iA Global Asset Management Inc. | 2,277 | $395.0K | 0.01% | +2,277 | New |
| Sonen Capital LLC | 2,274 | $394.4K | 0.65% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,271 | $393.9K | 0.07% | −323−12.5% | Reduced |
| Callahan Advisors, LLC | 2,265 | $392.8K | 0.05% | +10.0% | Added |
| Adviser Investments LLC | 2,262 | $392.2K | 0.01% | +792+53.9% | Added |
| Smithfield Trust Co | 2,240 | $390.0K | 0.02% | +131+6.2% | Added |
| JT Stratford LLC | 2,247 | $389.7K | 0.10% | −4,838−68.3% | Reduced |
| First Manhattan Co | 2,237 | $387.9K | 0.00% | −722−24.4% | Reduced |
| MPS Loria Financial Planners, LLC | 2,237 | $387.9K | 0.15% | +3+0.1% | Added |
| Cornerstone Advisory, LLC | 2,231 | $386.9K | 0.07% | +31+1.4% | Added |
| Bank of Stockton | 2,211 | $383.4K | 0.13% | −130−5.6% | Reduced |
| Cohen & Steers, Inc. | 2,211 | $383.0K | 0.00% | −401,482−99.5% | Reduced |
| SevenOneSeven Capital Management | 2,379 | $382.9K | 0.86% | +31+1.3% | Added |
| Alethea Capital Management, LLC | 2,200 | $381.5K | 0.41% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,198 | $381.2K | 0.27% | +10.0% | Added |
| Acadian Asset Management LLC | 2,190 | $379.0K | 0.00% | +2,190 | New |
| Resolute Wealth Strategies, LLC | 2,183 | $378.6K | 0.29% | −296−11.9% | Reduced |
| Tucker Asset Management LLC | 2,172 | $376.7K | 0.11% | +1,714+374.2% | Added |
| Wellington Shields Capital Management, LLC | 2,170 | $376.3K | 0.05% | +10.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 2,163 | $375.1K | 0.10% | 00.0% | Unchanged |
| Ledyard National Bank | 2,157 | $374.1K | 0.04% | +170+8.6% | Added |
| Summit Financial, LLC | 2,154 | $373.6K | 0.03% | +782+57.0% | Added |
| StoneX Group Inc. | 2,146 | $372.2K | 0.04% | +310+16.9% | Added |
| American National Bank | 2,137 | $370.6K | 0.06% | +2,000+1,459.9% | Added |
| Resolute Partners Group | 2,115 | $366.8K | 0.04% | +9+0.4% | Added |
| Jennison Associates LLC | 2,108 | $365.6K | 0.00% | −1,310−38.3% | Reduced |
| First National Bank Sioux Falls | 2,105 | $365.0K | 0.23% | 00.0% | Unchanged |
| New Hampshire Trust | 2,099 | $364.0K | 0.09% | +63+3.1% | Added |
| Insigneo Advisory Services, LLC | 2,089 | $362.2K | 0.07% | +2,089 | New |
| Beese Fulmer Investment Management, Inc. | 2,084 | $361.4K | 0.04% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 2,077 | $360.2K | 0.09% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 2,068 | $358.6K | 0.10% | +2,068 | New |
| Dumont & Blake Investment Advisors LLC | 2,061 | $357.0K | 0.12% | −5−0.2% | Reduced |
| Wealth Management Partners, LLC | 2,055 | $356.4K | 0.22% | 00.0% | Unchanged |
| Clarity Financial LLC | 2,040 | $353.8K | 0.05% | +2,040 | New |
| Versant Capital Management, Inc | 2,036 | $353.1K | 0.11% | −3−0.1% | Reduced |
| Am Investment Strategies LLC | 2,037 | $353.0K | 0.11% | +2,037 | New |
| Philadelphia Trust Co | 2,025 | $351.0K | 0.03% | −369−15.4% | Reduced |
| Gryphon Financial Partners LLC | 2,018 | $349.9K | 0.08% | −416−17.1% | Reduced |
| Keel Point, LLC | 2,014 | $349.3K | 0.05% | +113+5.9% | Added |
| Alera Investment Advisors, LLC | 2,006 | $347.9K | 0.07% | −360−15.2% | Reduced |
| Roman Butler Fullerton & Co | 2,084 | $347.4K | 0.16% | −48−2.3% | Reduced |
| Johnson Bixby & Associates, LLC | 2,000 | $346.8K | 0.07% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 1,999 | $346.6K | 0.15% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 1,995 | $346.0K | 0.12% | 00.0% | Unchanged |
| Allstate Corp | 1,982 | $343.7K | 0.02% | +24+1.2% | Added |
| Baker Boyer National Bank | 1,979 | $343.2K | 0.13% | 00.0% | Unchanged |
| Zacks Investment Management | 1,977 | $342.9K | 0.00% | −330−14.3% | Reduced |
| WealthShield Partners, LLC | 1,976 | $342.7K | 0.05% | +19+1.0% | Added |
| AMG National Trust Bank | 1,976 | $342.7K | 0.01% | −733−27.1% | Reduced |
| Dividend Assets Capital, LLC | 1,965 | $341.0K | 0.07% | −1,243−38.7% | Reduced |
| D L Carlson Investment Group Inc | 1,966 | $341.0K | 0.07% | +2+0.1% | Added |
| Strategic Financial Services, Inc, | 2,107 | $340.3K | 0.03% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,959 | $339.7K | 0.46% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,946 | $337.5K | 0.10% | −64−3.2% | Reduced |
| Magnus Financial Group LLC | 1,944 | $337.1K | 0.05% | +8+0.4% | Added |
| City State Bank | 1,941 | $337.0K | 0.18% | −225−10.4% | Reduced |
| Amica Retiree Medical Trust | 1,932 | $335.0K | 0.37% | −123−6.0% | Reduced |
| CVA Family Office, LLC | 1,926 | $334.0K | 0.07% | −18−0.9% | Reduced |
| Petix & Botte Co | 1,922 | $333.3K | 0.10% | +1,922 | New |
| St Germain D J Co Inc | 1,922 | $333.3K | 0.02% | +1,922 | New |