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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 1,545 | $268.0K | 0.04% | −200−11.5% | Reduced |
| Semus Wealth Partners LLC | 1,537 | $266.6K | 0.24% | −130−7.8% | Reduced |
| Quantum Private Wealth, LLC | 1,530 | $265.3K | 0.12% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,529 | $265.2K | 0.05% | +1,529 | New |
| Geneos Wealth Management Inc. | 1,528 | $265.0K | 0.01% | −199−11.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,525 | $264.5K | 0.17% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 1,525 | $264.0K | 0.22% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,521 | $263.8K | 0.06% | +16+1.1% | Added |
| Obsidian Personal Planning Solutions LLC | 1,521 | $263.8K | 0.32% | +1,521 | New |
| Badgley Phelps Wealth Managers, LLC | 1,518 | $263.3K | 0.01% | −40−2.6% | Reduced |
| Fairhaven Wealth Management, LLC | 1,516 | $262.9K | 0.10% | +1,516 | New |
| Congress Wealth Management LLC | 1,515 | $262.8K | 0.01% | +211+16.2% | Added |
| Johnson Financial Group, Inc. | 1,515 | $262.7K | 0.02% | −1,528−50.2% | Reduced |
| HC Advisors, LLC | 1,510 | $261.9K | 0.15% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,508 | $261.5K | 0.12% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,508 | $261.5K | 0.03% | +2+0.1% | Added |
| LWM Advisory Services, LLC | 1,500 | $260.1K | 0.27% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,502 | $260.0K | 0.03% | −35−2.3% | Reduced |
| M. Kulyk & Associates, LLC | 1,498 | $259.8K | 0.07% | −3−0.2% | Reduced |
| Alterity Financial Group, LLC | 1,497 | $259.7K | 0.38% | +45+3.1% | Added |
| First Business Financial Services, Inc. | 1,495 | $259.3K | 0.03% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 1,491 | $258.6K | 0.08% | −7−0.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,477 | $256.1K | 0.07% | +1,477 | New |
| Grandfield & Dodd, LLC | 1,475 | $255.8K | 0.02% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,462 | $253.6K | 0.02% | +29+2.0% | Added |
| Private Asset Management Inc | 1,460 | $253.3K | 0.05% | −59−3.9% | Reduced |
| Pensionmark Financial Group, LLC | 1,459 | $253.0K | 0.05% | −25−1.7% | Reduced |
| ETF Store, Inc. | 1,513 | $252.0K | 0.18% | +5+0.3% | Added |
| Citizens Business Bank | 1,450 | $251.5K | 0.06% | −50−3.3% | Reduced |
| Cannell Peter B & Co Inc | 1,450 | $251.5K | 0.01% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 1,442 | $250.1K | 0.03% | +89+6.6% | Added |
| New Jersey Better Educational Savings Trust | 1,440 | $249.7K | 0.59% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,440 | $249.7K | 0.19% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,438 | $249.4K | 0.09% | −103−6.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,437 | $249.3K | 0.03% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 1,436 | $248.9K | 0.19% | +1,436 | New |
| Day & Ennis, LLC | 1,429 | $247.7K | 0.09% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,427 | $247.5K | 0.14% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,425 | $247.1K | 0.21% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 1,425 | $247.1K | 0.85% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,420 | $246.3K | 0.04% | +1,420 | New |
| KLCM Advisors, Inc. | 1,415 | $245.4K | 0.05% | +1,415 | New |
| Blossom Wealth Management | 1,414 | $245.2K | 0.90% | +103+7.9% | Added |
| Westmount Partners, LLC | 1,413 | $245.0K | 0.11% | +1,413 | New |
| Boston Common Asset Management, LLC | 1,415 | $245.0K | 0.01% | +90+6.8% | Added |
| Wendell David Associates Inc | 1,412 | $245.0K | 0.03% | +150+11.9% | Added |
| Diamant Asset Management, Inc. | 1,402 | $243.1K | 0.19% | 00.0% | Unchanged |
| Headinvest, LLC | 1,509 | $242.9K | 0.05% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,400 | $242.7K | 0.08% | +1+0.1% | Added |
| Insight Advisors, LLC | 1,396 | $242.1K | 0.05% | +1,396 | New |
| Blackston Financial Advisory Group, LLC | 1,397 | $242.0K | 0.17% | −55−3.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,391 | $241.2K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,384 | $240.0K | 0.04% | +42+3.1% | Added |
| Woodstock Corp | 1,377 | $238.8K | 0.03% | −30−2.1% | Reduced |
| Main Street Financial Solutions, LLC | 1,376 | $238.6K | 0.03% | −25−1.8% | Reduced |
| Greatmark Investment Partners, Inc. | 1,375 | $238.5K | 0.04% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,371 | $237.8K | 0.07% | −66−4.6% | Reduced |
| RMR Wealth Builders | 1,371 | $237.7K | 0.04% | −19−1.4% | Reduced |
| Wealth Management Associates, Inc. | 1,364 | $236.5K | 0.13% | −201−12.8% | Reduced |
| Colonial River Wealth Management, LLC | 1,362 | $236.2K | 0.16% | −386−22.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,361 | $236.0K | 0.09% | −14−1.0% | Reduced |
| Chapin Davis, Inc. | 1,361 | $236.0K | 0.11% | +1,361 | New |
| Highlander Capital Management, LLC | 1,362 | $236.0K | 0.11% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,360 | $235.8K | 0.05% | −17−1.2% | Reduced |
| 1776 Wealth LLC | 1,359 | $235.6K | 0.12% | +1+0.1% | Added |
| Ade, LLC | 1,358 | $235.5K | 0.16% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,356 | $235.2K | 0.03% | +1,356 | New |
| Fort Sheridan Advisors LLC | 1,355 | $235.0K | 0.05% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,350 | $234.1K | 0.00% | −387−22.3% | Reduced |
| Verition Fund Management LLC | 1,350 | $234.1K | 0.00% | −29,306−95.6% | Reduced |
| Centurion Wealth Management LLC | 1,348 | $233.8K | 0.11% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,346 | $233.5K | 0.04% | +3+0.2% | Added |
| Financial Futures Ltd Liability Co. | 1,345 | $233.3K | 0.18% | 00.0% | Unchanged |
| Everett Harris & Co | 1,343 | $232.9K | 0.00% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,343 | $232.9K | 0.10% | +1,343 | New |
| Summit Asset Management, LLC | 1,342 | $232.8K | 0.06% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,339 | $232.2K | 0.30% | −70−5.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,335 | $232.0K | 0.17% | −158−10.6% | Reduced |
| Manchester Capital Management LLC | 1,331 | $230.8K | 0.03% | +1+0.1% | Added |
| Berkeley Capital Partners, LLC | 1,328 | $230.3K | 0.08% | +1+0.1% | Added |
| NinePointTwo Capital | 1,329 | $230.0K | 0.09% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 1,325 | $229.8K | 0.03% | −174−11.6% | Reduced |
| Parkside Financial Bank & Trust | 1,320 | $228.9K | 0.05% | −107−7.5% | Reduced |
| Lake Street Financial LLC | 1,317 | $228.4K | 0.04% | −3−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 1,315 | $228.0K | 0.01% | +1,315 | New |
| AlphaStar Capital Management, LLC | 1,312 | $227.6K | 0.03% | +1,312 | New |
| Visionary Wealth Advisors | 1,312 | $227.5K | 0.02% | +3+0.2% | Added |
| Corrigan Financial, Inc. | 1,310 | $227.1K | 0.07% | +1+0.1% | Added |
| Farther Finance Advisors, LLC | 1,308 | $226.8K | 0.05% | +419+47.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,307 | $226.7K | 0.12% | +1,307 | New |
| Alan B. Lancz & Associates, Inc. | 1,300 | $225.4K | 0.24% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,300 | $225.4K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,339 | $224.7K | 0.01% | +8+0.6% | Added |
| Waterloo Capital, L.P. | 1,294 | $224.5K | 0.07% | +1,294 | New |
| TSFG, LLC | 1,294 | $224.0K | 0.08% | +15+1.2% | Added |
| Legacy Financial Advisors, Inc. | 1,289 | $223.5K | 0.04% | −94−6.8% | Reduced |
| Winthrop Advisory Group LLC | 1,286 | $223.1K | 0.04% | +1,286 | New |
| Assetmark, Inc | 1,286 | $223.0K | 0.00% | +248+23.9% | Added |
| Paragon Capital Management Ltd | 1,285 | $222.9K | 0.05% | −366−22.2% | Reduced |
| First Affirmative Financial Network | 1,285 | $222.9K | 0.22% | +1,285 | New |