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 |
|---|---|---|---|---|---|
| Merriman Wealth Management, LLC | 1,281 | $222.2K | 0.01% | −118−8.4% | Reduced |
| Creative Financial Designs Inc | 1,280 | $221.9K | 0.03% | −168−11.6% | Reduced |
| Hollencrest Capital Management | 1,276 | $221.3K | 0.02% | 00.0% | Unchanged |
| Page Arthur B | 1,275 | $221.1K | 0.21% | −205−13.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,274 | $220.9K | 0.09% | +1+0.1% | Added |
| Enterprise Financial Services Corp | 1,272 | $220.6K | 0.14% | −64−4.8% | Reduced |
| Genesee Capital Advisors, LLC | 1,270 | $220.2K | 0.15% | +5+0.4% | Added |
| Cedar Brook Financial Partners, LLC | 1,269 | $220.1K | 0.05% | +8+0.6% | Added |
| Hamilton Capital, LLC | 1,269 | $220.1K | 0.02% | +1,269 | New |
| Cyndeo Wealth Partners, LLC | 1,261 | $218.7K | 0.02% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 1,260 | $218.5K | 0.04% | −208−14.2% | Reduced |
| Laidlaw Wealth Management LLC | 1,258 | $218.2K | 0.04% | −96−7.1% | Reduced |
| West Michigan Advisors, LLC | 1,257 | $218.0K | 0.09% | −21−1.6% | Reduced |
| LifePro Asset Management | 1,255 | $217.7K | 0.17% | +1,255 | New |
| Kanawha Capital Management LLC | 1,255 | $217.6K | 0.02% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 1,252 | $217.1K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,266 | $217.0K | 0.11% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,250 | $216.8K | 0.08% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,250 | $216.8K | 0.13% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,250 | $216.8K | 0.25% | +1,250 | New |
| SNS Financial Group, LLC | 1,231 | $213.4K | 0.03% | +2+0.2% | Added |
| Moseley Investment Management Inc | 1,225 | $212.5K | 0.12% | +1,225 | New |
| A. D. Beadell Investment Counsel, Inc. | 1,225 | $212.0K | 0.20% | +1,225 | New |
| Ridgewood Investments LLC | 1,219 | $211.4K | 0.12% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 1,218 | $211.3K | 0.08% | +1,218 | New |
| Flputnam Investment Management Co | 1,217 | $211.1K | 0.01% | +1,217 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,212 | $210.2K | 0.01% | +1,212 | New |
| Rosenberg Matthew Hamilton | 1,208 | $209.5K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,207 | $209.3K | 0.11% | 00.0% | Unchanged |
| SFMG, LLC | 1,203 | $208.6K | 0.02% | +1,203 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,202 | $208.5K | 0.19% | +1,202 | New |
| Sawgrass Asset Management LLC | 1,200 | $208.1K | 0.03% | +1,200 | New |
| Atlas Private Wealth Advisors | 1,198 | $207.7K | 0.04% | +1,198 | New |
| Biltmore Family Office, LLC | 1,196 | $207.3K | 0.04% | +1,196 | New |
| Brooks, Moore & Associates, Inc. | 1,188 | $206.0K | 0.14% | +1,188 | New |
| GraniteShares Advisors LLC | 1,186 | $205.7K | 0.19% | +1,186 | New |
| Operose Advisors LLC | 1,185 | $205.5K | 0.09% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,183 | $205.1K | 0.03% | +1,183 | New |
| Vectors Research Management, LLC | 1,180 | $205.0K | 0.06% | +1,180 | New |
| Rossmore Private Capital | 1,180 | $204.7K | 0.03% | +1,180 | New |
| First Interstate Bank | 1,180 | $204.6K | 0.02% | −300−20.3% | Reduced |
| Clean Yield Group | 1,176 | $203.9K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 1,176 | $203.9K | 0.02% | +1,176 | New |
| Frisch Financial Group, Inc. | 1,172 | $203.0K | 0.10% | −176−13.1% | Reduced |
| Grant Street Asset Management, Inc. | 1,169 | $202.8K | 0.08% | +1,169 | New |
| Lowe Brockenbrough & Co Inc | 1,168 | $202.6K | 0.02% | −374−24.3% | Reduced |
| Profit Investment Management, LLC | 1,168 | $202.6K | 0.13% | −68−5.5% | Reduced |
| Evanson Asset Management, LLC | 1,165 | $202.1K | 0.02% | +1,165 | New |
| Camden National Bank | 1,162 | $201.5K | 0.04% | +1,162 | New |
| Menard Financial Group LLC | 1,160 | $201.2K | 0.41% | +1,160 | New |
| Wayfinding Financial, LLC | 1,233 | $200.0K | 0.14% | +3+0.2% | Added |
| EverSource Wealth Advisors, LLC | 1,128 | $195.6K | 0.02% | +70+6.6% | Added |
| TFC Financial Management | 1,117 | $193.7K | 0.05% | +5+0.4% | Added |
| Washington Trust Advisors, Inc. | 1,098 | $190.4K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,097 | $190.2K | 0.13% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,098 | $190.0K | 0.07% | +167+17.9% | Added |
| Resurgent Financial Advisors LLC | 1,094 | $189.7K | 0.13% | −1−0.1% | Reduced |
| Wolff Wiese Magana LLC | 1,092 | $189.4K | 0.15% | +5+0.5% | Added |
| Bray Capital Advisors | 1,075 | $186.4K | 0.06% | −150−12.2% | Reduced |
| West Paces Advisors Inc. | 1,054 | $182.8K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,044 | $181.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,043 | $180.9K | 0.03% | −95−8.3% | Reduced |
| Larson Financial Group LLC | 1,040 | $180.3K | 0.02% | −123−10.6% | Reduced |
| Carolinas Wealth Consulting LLC | 25,554 | $178.7K | 0.04% | −81−0.3% | Reduced |
| MV Capital Management, Inc. | 1,025 | $177.8K | 0.02% | +12+1.2% | Added |
| Trifecta Capital Advisors, LLC | 1,024 | $177.6K | 0.06% | −165−13.9% | Reduced |
| Rise Advisors, LLC | 1,019 | $176.7K | 0.14% | −50−4.7% | Reduced |
| Grove Bank & Trust | 1,005 | $174.3K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $173.4K | 0.10% | 00.0% | Unchanged |
| Central Bank & Trust Co | 994 | $172.4K | 0.03% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $170.0K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 975 | $169.1K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 967 | $167.8K | 0.04% | +967 | New |
| Retirement Group, LLC | 962 | $166.8K | 0.07% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 952 | $165.1K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 961 | $164.9K | 0.03% | +961 | New |
| Asset Dedication, LLC | 933 | $162.0K | 0.01% | +156+20.1% | Added |
| Norwood Financial Corp | 900 | $156.1K | 0.23% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 949 | $153.9K | 0.10% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 881 | $152.8K | 0.01% | −123−12.3% | Reduced |
| Quent Capital, LLC | 881 | $152.8K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 879 | $152.4K | 0.02% | +138+18.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 876 | $151.9K | 0.01% | +2+0.2% | Added |
| Gables Capital Management Inc. | 854 | $148.1K | 0.10% | −65−7.1% | Reduced |
| Centaurus Financial, Inc. | 849 | $147.0K | 0.01% | −1,393−62.1% | Reduced |
| Essex Investment Management Co LLC | 827 | $143.4K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 825 | $143.1K | 0.08% | +550+200.0% | Added |
| PSI Advisors, LLC | 812 | $140.8K | 0.06% | +1+0.1% | Added |
| Hills Bank & Trust Co | 800 | $138.7K | 0.02% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 800 | $138.7K | 0.04% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 794 | $138.0K | 0.00% | −15−1.9% | Reduced |
| WealthPLAN Partners, LLC | 784 | $136.0K | 0.02% | −24−3.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 839 | $135.9K | 0.13% | 00.0% | Unchanged |
| Valley National Advisers Inc | 778 | $135.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 833 | $134.1K | 0.01% | −382−31.4% | Reduced |
| Baystate Wealth Management LLC | 731 | $126.8K | 0.01% | +36+5.2% | Added |
| Stonebridge Capital Advisors LLC | 719 | $124.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 701 | $121.6K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 700 | $121.4K | 0.01% | −92−11.6% | Reduced |
| First Community Trust NA | 700 | $121.4K | 0.14% | 00.0% | Unchanged |