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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 1,918 | $332.6K | 0.09% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 1,917 | $332.5K | 0.27% | −33−1.7% | Reduced |
| Financial Strategies Group, Inc. | 1,916 | $332.3K | 0.11% | +8+0.4% | Added |
| Old North State Trust, LLC | 1,910 | $331.0K | 0.24% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,900 | $329.5K | 0.09% | +1,900 | New |
| Patron Partners Advisors, LLC | 1,893 | $328.3K | 0.23% | −16−0.8% | Reduced |
| Gotham Asset Management, LLC | 1,882 | $326.4K | 0.01% | −3,606−65.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,865 | $323.5K | 0.29% | −151−7.5% | Reduced |
| Heritage Trust Co | 1,864 | $323.3K | 0.05% | +320+20.7% | Added |
| Total Clarity Wealth Management, Inc. | 1,863 | $323.1K | 0.16% | +409+28.1% | Added |
| Claro Advisors LLC | 1,860 | $322.6K | 0.08% | −38−2.0% | Reduced |
| Tennessee Valley Asset Management Partners | 1,856 | $321.8K | 0.10% | −54−2.8% | Reduced |
| Eudaimonia Partners, LLC | 1,853 | $321.3K | 0.07% | −9−0.5% | Reduced |
| Heritage Investors Management Corp | 1,849 | $321.0K | 0.01% | −1−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 1,850 | $320.8K | 0.08% | +3+0.2% | Added |
| Bridges Investment Management Inc | 1,849 | $320.7K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,848 | $320.5K | 0.22% | −251−12.0% | Reduced |
| NBT Bank N A | 1,844 | $319.8K | 0.05% | −101−5.2% | Reduced |
| Sather Financial Group Inc | 1,841 | $319.3K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 1,840 | $319.1K | 0.01% | +1,840 | New |
| Pine Valley Investments Ltd Liability Co | 1,838 | $318.7K | 0.03% | +200+12.2% | Added |
| Canandaigua National Bank & Trust Co | 1,836 | $318.4K | 0.05% | −89−4.6% | Reduced |
| Northcape Wealth Management, LLC | 1,822 | $316.0K | 0.11% | −40−2.1% | Reduced |
| Southland Equity Partners LLC | 1,815 | $314.8K | 0.11% | −30−1.6% | Reduced |
| PDS Planning, Inc | 1,812 | $314.2K | 0.04% | +1,812 | New |
| American Institute for Advanced Investment Management, LLP | 1,800 | $312.2K | 0.27% | +1,800 | New |
| Merrion Investment Management Co, LLC | 1,800 | $312.2K | 0.26% | +50+2.9% | Added |
| Red Wave Investments LLC | 1,798 | $311.8K | 0.13% | +102+6.0% | Added |
| Harbour Investments, Inc. | 1,794 | $311.2K | 0.02% | −40−2.2% | Reduced |
| Sculati Wealth Management, LLC | 1,791 | $310.6K | 0.16% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,789 | $310.0K | 0.05% | +366+25.7% | Added |
| Ballast Advisors LLC | 1,786 | $309.7K | 0.12% | +1+0.1% | Added |
| Warren Averett Asset Management, LLC | 1,771 | $307.2K | 0.01% | +1,771 | New |
| M&R Capital Management Inc | 1,771 | $307.1K | 0.08% | +254+16.7% | Added |
| Advisory Resource Group | 1,768 | $306.5K | 0.08% | +2+0.1% | Added |
| Rockland Trust Co | 1,766 | $306.3K | 0.02% | −18−1.0% | Reduced |
| Aspiriant, LLC | 1,759 | $305.0K | 0.02% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,759 | $305.0K | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,756 | $305.0K | 0.36% | +453+34.8% | Added |
| Centric Wealth Management | 1,782 | $305.0K | 0.12% | +1,782 | New |
| Bridgeworth, LLC | 1,758 | $304.8K | 0.03% | +21+1.2% | Added |
| Princeton Global Asset Management LLC | 1,755 | $304.4K | 0.09% | −15−0.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,755 | $304.4K | 0.08% | +90+5.4% | Added |
| Estabrook Capital Management | 1,754 | $304.2K | 0.05% | −144−7.6% | Reduced |
| Wimmer Associates 1, LLC | 1,750 | $303.5K | 0.18% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,746 | $302.8K | 0.12% | −150−7.9% | Reduced |
| Amplius Wealth Advisors, LLC | 1,746 | $302.8K | 0.04% | +30+1.7% | Added |
| Wealth Architects, LLC | 1,741 | $301.9K | 0.05% | +288+19.8% | Added |
| Golden State Equity Partners | 1,738 | $301.4K | 0.08% | +337+24.1% | Added |
| Pinnacle Bancorp, Inc. | 1,732 | $300.4K | 0.10% | +125+7.8% | Added |
| Forest Hill Capital, LLC | 1,730 | $300.0K | 0.14% | 00.0% | Unchanged |
| First United Bank Trust | 1,730 | $300.0K | 0.13% | −130−7.0% | Reduced |
| Lindbrook Capital, LLC | 1,725 | $299.1K | 0.03% | +152+9.7% | Added |
| S.E.E.D. Planning Group LLC | 1,716 | $297.6K | 0.10% | −352−17.0% | Reduced |
| Cary Street Partners Asset Management LLC | 1,716 | $297.6K | 0.06% | +116+7.2% | Added |
| Madden Securities Corp | 1,704 | $295.5K | 0.15% | −5−0.3% | Reduced |
| Sage Mountain Advisors LLC | 1,702 | $295.1K | 0.04% | +299+21.3% | Added |
| Goelzer Investment Management, Inc. | 1,700 | $294.8K | 0.02% | −42−2.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,700 | $294.8K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,698 | $294.5K | 0.03% | −104−5.8% | Reduced |
| Drive Wealth Management, LLC | 1,687 | $292.6K | 0.11% | +168+11.1% | Added |
| First Command Bank | 1,681 | $291.5K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,681 | $291.5K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,679 | $291.2K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,677 | $290.8K | 0.03% | −438−20.7% | Reduced |
| Oak Thistle LLC | 1,675 | $290.5K | 0.15% | +1,675 | New |
| Vaughan David Investments LLC | 1,675 | $290.0K | 0.01% | −50−2.9% | Reduced |
| Marcum Wealth, LLC | 1,672 | $289.9K | 0.03% | +40+2.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,666 | $289.0K | 0.03% | +378+29.3% | Added |
| First National Corp | 1,661 | $288.1K | 0.07% | −358−17.7% | Reduced |
| Journey Strategic Wealth LLC | 1,660 | $287.9K | 0.01% | −144−8.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,660 | $287.9K | 0.05% | −420−20.2% | Reduced |
| Holderness Investments Co | 1,660 | $287.9K | 0.11% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,659 | $287.7K | 0.13% | −48−2.8% | Reduced |
| Auxier Asset Management | 1,657 | $287.4K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,651 | $286.3K | 0.01% | +68+4.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,648 | $286.0K | 0.04% | +3+0.2% | Added |
| Abner Herrman & Brock LLC | 1,643 | $285.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,643 | $285.0K | 0.07% | +370+29.1% | Added |
| Wealth Alliance | 1,637 | $283.9K | 0.04% | −1−0.1% | Reduced |
| Arrowroot Family Office, LLC | 1,636 | $283.7K | 0.21% | −261−13.8% | Reduced |
| Gleason Group, Inc. | 1,635 | $283.5K | 0.07% | +107+7.0% | Added |
| Somerville Kurt F | 1,630 | $282.7K | 0.05% | −600−26.9% | Reduced |
| Northstar Asset Management LLC | 1,630 | $282.7K | 0.08% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,629 | $282.5K | 0.04% | −90−5.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,621 | $281.1K | 0.05% | −463−22.2% | Reduced |
| O'Rourke & Company, Inc | 1,618 | $281.0K | 0.20% | +1+0.1% | Added |
| Capital International Inc | 1,616 | $280.2K | 0.01% | +1,616 | New |
| Vigilare Wealth Management | 1,615 | $280.0K | 0.16% | −33−2.0% | Reduced |
| Investment Advisory Group, LLC | 1,604 | $278.1K | 0.14% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,601 | $277.7K | 0.01% | +285+21.7% | Added |
| Heartland Bank & Trust Co | 1,599 | $277.3K | 0.22% | −227−12.4% | Reduced |
| BDO Wealth Advisors, LLC | 1,596 | $276.7K | 0.03% | +80+5.3% | Added |
| Advisory Research Inc | 1,593 | $276.3K | 0.04% | +1,593 | New |
| Trustmark National Bank Trust Department | 1,584 | $274.7K | 0.03% | −106−6.3% | Reduced |
| Peachtree Investment Partners, LLC | 1,581 | $274.1K | 0.13% | −50−3.1% | Reduced |
| Cook Wealth Management Group LLC | 1,664 | $272.8K | 0.21% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,570 | $272.3K | 0.10% | +207+15.2% | Added |
| Alpha Cubed Investments, LLC | 1,568 | $271.9K | 0.02% | −37−2.3% | Reduced |
| Wilkinson Global Asset Management LLC | 1,550 | $268.8K | 0.02% | 00.0% | Unchanged |