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 |
|---|---|---|---|---|---|
| First Financial Corp | 700 | $121.4K | 0.08% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 697 | $120.9K | 0.01% | −49−6.6% | Reduced |
| Old Point Trust & Financial Services N A | 694 | $120.4K | 0.05% | +694 | New |
| Twin Tree Management, LP | 694 | $120.4K | 0.00% | +694 | New |
| Financial Perspectives, Inc | 693 | $120.2K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 675 | $117.1K | 0.11% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 672 | $116.5K | 0.06% | −1−0.1% | Reduced |
| Sunbelt Securities, Inc. | 670 | $116.3K | 0.02% | −324−32.6% | Reduced |
| Castleview Partners, LLC | 665 | $115.3K | 0.10% | +15+2.3% | Added |
| Sittner & Nelson, LLC | 649 | $112.6K | 0.06% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 645 | $111.0K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 640 | $111.0K | 0.08% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 635 | $110.0K | 0.07% | −125−16.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $109.8K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 627 | $108.8K | 0.03% | +627 | New |
| Mascoma Wealth Management LLC | 680 | $108.7K | 0.03% | −220−24.4% | Reduced |
| Concord Wealth Partners | 616 | $106.8K | 0.02% | +7+1.1% | Added |
| BerganKDV Wealth Management, LLC | 614 | $106.5K | 0.01% | −120−16.3% | Reduced |
| Granite FO LLC | 600 | $104.1K | 0.07% | −2,440−80.3% | Reduced |
| Investors Research Corp | 599 | $103.9K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 650 | $101.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 583 | $101.0K | 0.08% | −88−13.1% | Reduced |
| Sutton Wealth Advisors Inc. | 537 | $93.1K | 0.05% | −233−30.3% | Reduced |
| Boyd Watterson Asset Management LLC | 524 | $90.9K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $86.7K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 500 | $86.7K | 0.02% | +500 | New |
| Park Place Capital Corp | 493 | $85.5K | 0.02% | +57+13.1% | Added |
| Clear Street Markets LLC | 484 | $84.0K | 0.03% | −254−34.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 482 | $83.6K | 0.04% | +102+26.8% | Added |
| Jones Financial Companies LLLP | 423 | $73.4K | 0.00% | +31+7.9% | Added |
| Prestige Wealth Management Group LLC | 411 | $71.3K | 0.02% | −1,415−77.5% | Reduced |
| Centerpoint Advisors, LLC | 410 | $71.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $69.4K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 400 | $69.4K | 0.06% | +400 | New |
| Sugarloaf Wealth Management, LLC | 390 | $67.6K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 378 | $65.6K | 0.02% | +32+9.2% | Added |
| Lansing Street Advisors | 376 | $65.2K | 0.04% | +1+0.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 367 | $63.6K | 0.04% | +1+0.3% | Added |
| IAG Wealth Partners, LLC | 365 | $63.3K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 370 | $63.0K | 0.02% | +12+3.4% | Added |
| Financial Freedom, LLC | 338 | $58.7K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 334 | $57.9K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 320 | $55.0K | 0.01% | +320 | New |
| Atticus Wealth Management, LLC | 308 | $53.4K | 0.02% | +8+2.7% | Added |
| CNB Bank | 305 | $52.9K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 300 | $52.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 303 | $51.4K | 0.02% | +303 | New |
| Bollard Group LLC | 287 | $50.0K | 0.00% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 290 | $50.0K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 285 | $49.4K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 284 | $49.3K | 0.04% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 283 | $49.1K | 0.03% | +233+466.0% | Added |
| HBC Financial Services, PLLC | 300 | $49.0K | 0.04% | 00.0% | Unchanged |
| TD Capital Management LLC | 280 | $48.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 269 | $46.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 268 | $46.5K | 0.01% | +1+0.4% | Added |
| HHM Wealth Advisors, LLC | 261 | $45.2K | 0.01% | +1+0.4% | Added |
| Steward Financial Group LLC | 261 | $45.0K | 0.01% | +1+0.4% | Added |
| Ruedi Wealth Management, Inc. | 246 | $42.7K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 240 | $41.6K | 0.00% | +10+4.3% | Added |
| Abound Wealth Management | 239 | $41.4K | 0.02% | +8+3.5% | Added |
| Carmel Capital Partners, LLC | 233 | $40.4K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 232 | $40.2K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 226 | $39.2K | 0.00% | −51−18.4% | Reduced |
| Tower View Investment Management & Research LLC | 226 | $39.0K | 0.03% | +226 | New |
| One River Asset Management, LLC | 226 | $39.0K | 0.03% | −201−47.1% | Reduced |
| Webster Bank, N. A. | 220 | $38.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 219 | $38.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 220 | $37.6K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 210 | $36.4K | 0.02% | +210 | New |
| SOA Wealth Advisors, LLC. | 204 | $35.4K | 0.01% | −2−1.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 203 | $35.3K | 0.01% | +203 | New |
| KB Financial Partners, LLC | 202 | $35.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 200 | $34.7K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $34.7K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 200 | $34.7K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $34.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 198 | $34.3K | 0.02% | +1+0.5% | Added |
| Cassady Schiller Wealth Management, LLC | 190 | $33.0K | 0.02% | +90+90.0% | Added |
| Beacon Capital Management, LLC | 190 | $33.0K | 0.01% | +122+179.4% | Added |
| JFS Wealth Advisors, LLC | 183 | $31.7K | 0.00% | −6−3.2% | Reduced |
| Disciplined Investments, LLC | 181 | $31.4K | 0.02% | −1−0.5% | Reduced |
| Addison Advisors LLC | 179 | $31.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 171 | $30.0K | 0.01% | −16−8.6% | Reduced |
| Raffa Wealth Management, LLC | 172 | $29.8K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 171 | $29.7K | 0.01% | −97−36.2% | Reduced |
| Strategic Investment Solutions, Inc. | 180 | $29.3K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 166 | $29.0K | 0.00% | +102+159.4% | Added |
| Slocum, Gordon & Co LLP | 161 | $28.1K | 0.02% | +102+172.9% | Added |
| Pin Oak Investment Advisors Inc | 162 | $28.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 163 | $28.0K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 160 | $27.7K | 0.06% | +160 | New |
| Spirit of America Management Corp | 150 | $26.0K | 0.01% | +150 | New |
| PrairieView Partners, LLC | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 150 | $26.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 149 | $25.9K | 0.00% | +8+5.7% | Added |
| Mendota Financial Group, LLC | 146 | $25.3K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 134 | $23.2K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 125 | $22.0K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 121 | $21.0K | 0.00% | 00.0% | Unchanged |