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; 2,379 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 | 2,379 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,325 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,207 | $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 |
|---|---|---|---|---|---|
| Nixon Peabody Trust Co | 11,047 | $1.92M | 1.55% | −3,072−21.8% | Reduced |
| Essex LLC | 10,980 | $1.90M | 0.53% | −446−3.9% | Reduced |
| YHB Investment Advisors, Inc. | 10,979 | $1.90M | 0.18% | +458+4.4% | Added |
| Insight Wealth Strategies, LLC | 10,885 | $1.89M | 0.36% | −84−0.8% | Reduced |
| Fiduciary Trust Co | 10,859 | $1.88M | 0.03% | +712+7.0% | Added |
| Palumbo Wealth Management LLC | 10,848 | $1.88M | 1.15% | +904+9.1% | Added |
| Colony Group LLC | 10,768 | $1.87M | 0.03% | −1,434−11.8% | Reduced |
| Members Capital Advisors Inc | 10,752 | $1.86M | 1.91% | −2,349−17.9% | Reduced |
| Sumitomo Life Insurance Co | 10,697 | $1.86M | 0.08% | −910−7.8% | Reduced |
| AlphaMark Advisors, LLC | 10,675 | $1.85M | 0.85% | −1,060−9.0% | Reduced |
| Red Cedar Investment Management, LLC | 10,648 | $1.85M | 0.28% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 10,642 | $1.85M | 0.52% | −130−1.2% | Reduced |
| IAM Advisory, LLC | 10,565 | $1.83M | 0.63% | +461+4.6% | Added |
| Lavaca Capital LLC | 10,557 | $1.83M | 0.57% | +2,621+33.0% | Added |
| Flagship Harbor Advisors, LLC | 10,550 | $1.83M | 0.15% | −97−0.9% | Reduced |
| Lido Advisors, LLC | 10,546 | $1.83M | 0.02% | +2,987+39.5% | Added |
| Robertson Stephens Wealth Management, LLC | 10,515 | $1.82M | 0.13% | +3,093+41.7% | Added |
| Motley Fool Asset Management LLC | 10,492 | $1.82M | 0.16% | +10,492 | New |
| Greenleaf Trust | 10,489 | $1.82M | 0.02% | +151+1.5% | Added |
| Hunter Associates Investment Management LLC | 10,500 | $1.82M | 0.36% | +114+1.1% | Added |
| GFS Advisors, LLC | 10,450 | $1.81M | 0.40% | 00.0% | Unchanged |
| Ostrum Asset Management | 10,427 | $1.81M | 0.15% | +35+0.3% | Added |
| Citizens Financial Group Inc | 10,401 | $1.80M | 0.07% | +1,038+11.1% | Added |
| Adirondack Trust Co | 10,996 | $1.80M | 0.84% | +63+0.6% | Added |
| Payden & Rygel | 10,300 | $1.79M | 0.13% | −1,500−12.7% | Reduced |
| Franklin Street Advisors Inc | 10,293 | $1.78M | 0.15% | −9,150−47.1% | Reduced |
| Focus Financial Network, Inc. | 10,264 | $1.78M | 0.10% | −985−8.8% | Reduced |
| Canton Hathaway, LLC | 10,238 | $1.77M | 0.56% | +2,920+39.9% | Added |
| Rothschild Investment Corp | 10,186 | $1.77M | 0.15% | +113+1.1% | Added |
| Shell Asset Management Co | 10,105 | $1.75M | 0.07% | +5,445+116.8% | Added |
| Alberta Investment Management Corp | 10,100 | $1.75M | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 10,059 | $1.74M | 0.04% | +2,822+39.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,020 | $1.74M | 1.20% | −175−1.7% | Reduced |
| Independent Financial Group, LLC | 10,018 | $1.74M | 0.12% | +822+8.9% | Added |
| Bowie Capital Management, LLC | 10,000 | $1.73M | 0.23% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 9,985 | $1.73M | 0.04% | −1,093−9.9% | Reduced |
| HMS Capital Management, LLC | 9,978 | $1.73M | 1.05% | −620−5.9% | Reduced |
| Sequoia Financial Advisors, LLC | 9,965 | $1.73M | 0.03% | +1,133+12.8% | Added |
| Simplex Trading, LLC | 9,964 | $1.73M | 0.07% | +9,964 | New |
| JGP Wealth Management, LLC | 9,947 | $1.73M | 0.28% | +449+4.7% | Added |
| Vident Investment Advisory, LLC | 9,902 | $1.72M | 0.06% | −3,342−25.2% | Reduced |
| Kingsview Wealth Management, LLC | 9,883 | $1.71M | 0.07% | +34+0.3% | Added |
| We Are One Seven, LLC | 9,865 | $1.71M | 0.16% | −7,220−42.3% | Reduced |
| Accretive Wealth Partners, LLC | 9,841 | $1.71M | 1.01% | +152+1.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,732 | $1.69M | 0.83% | −309−3.1% | Reduced |
| Wellington Shields & Co., LLC | 9,716 | $1.68M | 0.40% | −1,099−10.2% | Reduced |
| Garrett Investment Advisors LLC | 9,701 | $1.68M | 0.24% | +482+5.2% | Added |
| Parsons Capital Management Inc | 9,662 | $1.68M | 0.13% | +1,747+22.1% | Added |
| Unigestion Holding SA | 9,874 | $1.67M | 0.10% | +217+2.2% | Added |
| Garner Asset Management Corp | 9,591 | $1.66M | 0.97% | −931−8.8% | Reduced |
| DFPG Investments, LLC | 9,877 | $1.65M | 0.15% | +2,372+31.6% | Added |
| Natixis Investment Managers International | 9,490 | $1.65M | 0.12% | +239+2.6% | Added |
| Karpas Strategies, LLC | 9,436 | $1.64M | 0.55% | +26+0.3% | Added |
| Legacy Advisors, LLC | 9,436 | $1.64M | 0.24% | +1,121+13.5% | Added |
| Peterson Wealth Management | 9,418 | $1.63M | 1.29% | +145+1.6% | Added |
| Valeo Financial Advisors, LLC | 9,375 | $1.63M | 0.07% | +739+8.6% | Added |
| EP Wealth Advisors, LLC | 12,624 | $1.62M | 0.03% | −99,561−88.7% | Reduced |
| Columbia Asset Management | 9,329 | $1.62M | 0.35% | −35−0.4% | Reduced |
| Mutual Advisors, LLC | 9,325 | $1.62M | 0.06% | −134−1.4% | Reduced |
| Cohen Klingenstein LLC | 9,300 | $1.61M | 0.07% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 9,282 | $1.61M | 1.08% | −32−0.3% | Reduced |
| Azzad Asset Management Inc | 9,272 | $1.61M | 0.22% | +97+1.1% | Added |
| Providence Wealth Advisors, LLC | 9,319 | $1.59M | 1.76% | +81+0.9% | Added |
| Powers Advisory Group, LLC | 9,159 | $1.59M | 1.05% | +27+0.3% | Added |
| Alpine Woods Capital Investors, LLC | 9,068 | $1.57M | 0.25% | −1,152−11.3% | Reduced |
| Ontario Teachers Pension Plan Board | 9,053 | $1.57M | 0.02% | −4,248−31.9% | Reduced |
| Great Valley Advisor Group, Inc. | 9,047 | $1.57M | 0.07% | −30.0% | Reduced |
| Bank of New Hampshire | 9,032 | $1.57M | 0.45% | −2,686−22.9% | Reduced |
| McRae Capital Management Inc | 8,985 | $1.56M | 0.44% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 8,972 | $1.56M | 0.35% | +193+2.2% | Added |
| Institute for Wealth Management, LLC. | 8,972 | $1.56M | 0.28% | −87−1.0% | Reduced |
| Roanoke Asset Management Corp | 8,941 | $1.55M | 0.61% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 8,933 | $1.55M | 0.16% | +7,748+653.8% | Added |
| Blodgett Wealth Advisors, LLC | 8,911 | $1.55M | 1.61% | +450+5.3% | Added |
| Panagora Asset Management Inc | 8,871 | $1.54M | 0.01% | +133+1.5% | Added |
| Garrison Point Advisors, LLC | 8,850 | $1.53M | 1.11% | −60−0.7% | Reduced |
| Armstrong Advisory Group, Inc | 8,788 | $1.52M | 0.16% | −10−0.1% | Reduced |
| Northeast Financial Group, Inc. | 8,779 | $1.52M | 0.98% | −5,895−40.2% | Reduced |
| Resources Management Corp | 8,701 | $1.51M | 0.24% | +8,601+8,601.0% | Added |
| Atlantic Trust, LLC | 9,227 | $1.51M | 0.48% | −4,980−35.1% | Reduced |
| NVWM, LLC | 8,696 | $1.51M | 0.49% | +77+0.9% | Added |
| Sound View Wealth Advisors Group, LLC | 8,670 | $1.50M | 0.20% | −235−2.6% | Reduced |
| Concentric Capital Strategies, LP | 8,666 | $1.50M | 0.32% | −7,567−46.6% | Reduced |
| Sage Investment Advisers LLC | 8,644 | $1.50M | 2.00% | −900−9.4% | Reduced |
| Oak Asset Management, LLC | 8,622 | $1.50M | 0.62% | +125+1.5% | Added |
| Leonteq Securities AG | 8,605 | $1.49M | 0.15% | +600+7.5% | Added |
| Meridian Wealth Management, LLC | 8,536 | $1.48M | 0.12% | −40.0% | Reduced |
| Cim Investment Mangement Inc | 8,494 | $1.47M | 0.50% | +2,159+34.1% | Added |
| Spire Wealth Management | 8,492 | $1.47M | 0.05% | −398−4.5% | Reduced |
| Balyasny Asset Management LLC | 8,483 | $1.47M | 0.00% | −782,588−98.9% | Reduced |
| Aspen Investment Management Inc | 8,481 | $1.47M | 0.87% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 8,303 | $1.44M | 0.19% | −224−2.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,290 | $1.44M | 0.02% | −83−1.0% | Reduced |
| Oxbow Advisors, LLC | 8,275 | $1.44M | 0.23% | +27+0.3% | Added |
| Parallel Advisors, LLC | 8,250 | $1.43M | 0.05% | −2,136−20.6% | Reduced |
| Veriti Management LLC | 8,249 | $1.43M | 0.16% | −704−7.9% | Reduced |
| Lincoln National Corp | 8,240 | $1.43M | 0.03% | +153+1.9% | Added |
| Arete Wealth Advisors, LLC | 8,222 | $1.43M | 0.13% | +24+0.3% | Added |
| O'Brien Greene & Co. Inc | 8,200 | $1.42M | 0.49% | 00.0% | Unchanged |
| WBH Advisory Inc | 8,188 | $1.42M | 0.17% | −225−2.7% | Reduced |