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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 8,121 | $1.41M | 0.05% | −1,375−14.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,120 | $1.41M | 0.18% | +3,991+96.7% | Added |
| Paragon Private Wealth Management, LLC | 8,103 | $1.41M | 1.12% | +127+1.6% | Added |
| Aries Wealth Management | 8,090 | $1.40M | 0.54% | +27+0.3% | Added |
| Imprint Wealth LLC | 8,109 | $1.40M | 0.88% | +205+2.6% | Added |
| Signaturefd, LLC | 8,042 | $1.39M | 0.04% | +111+1.4% | Added |
| United Capital Management of KS, Inc. | 7,919 | $1.37M | 0.44% | −58−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 7,912 | $1.37M | 0.02% | +971+14.0% | Added |
| LGT Group Foundation | 7,849 | $1.36M | 0.03% | −3,280−29.5% | Reduced |
| Capital Investment Advisors, LLC | 7,844 | $1.36M | 0.04% | −82−1.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,823 | $1.36M | 0.02% | +887+12.8% | Added |
| IFP Advisors, Inc | 16,087 | $1.35M | 0.07% | −15,100−48.4% | Reduced |
| Wedbush Securities Inc | 7,779 | $1.35M | 0.06% | +1,757+29.2% | Added |
| Boston Financial Mangement LLC | 7,772 | $1.35M | 0.05% | +2,092+36.8% | Added |
| FRG Family Wealth Advisors LLC | 7,707 | $1.34M | 0.29% | 00.0% | Unchanged |
| WT Wealth Management | 7,684 | $1.33M | 0.55% | −769−9.1% | Reduced |
| Nations Financial Group Inc, | 7,644 | $1.33M | 0.13% | +320+4.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,900 | $1.33M | 0.70% | +29+0.4% | Added |
| Fayez Sarofim & Co | 7,637 | $1.32M | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,630 | $1.32M | 0.17% | +7,630 | New |
| Private Trust Co NA | 7,519 | $1.30M | 0.16% | −114−1.5% | Reduced |
| Northwest Bancshares, Inc. | 7,507 | $1.30M | 0.24% | +143+1.9% | Added |
| Mystic Asset Management, Inc. | 7,500 | $1.30M | 0.70% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 7,456 | $1.29M | 0.19% | −27−0.4% | Reduced |
| IHT Wealth Management, LLC | 7,444 | $1.29M | 0.07% | +1,672+29.0% | Added |
| Strategic Wealth Partners, Ltd. | 7,439 | $1.29M | 0.17% | +1,113+17.6% | Added |
| Tokio Marine Asset Management Co Ltd | 7,433 | $1.29M | 0.08% | +269+3.8% | Added |
| Thoroughbred Financial Services, LLC | 7,422 | $1.29M | 0.17% | +76+1.0% | Added |
| Chicago Partners Investment Group LLC | 7,850 | $1.28M | 0.07% | −130−1.6% | Reduced |
| West Family Investments, Inc. | 7,389 | $1.28M | 0.50% | +49+0.7% | Added |
| Prairie Sky Financial Group LLC | 7,366 | $1.28M | 0.87% | +7,366 | New |
| Teza Capital Management LLC | 7,361 | $1.28M | 0.21% | +4,082+124.5% | Added |
| Level Four Advisory Services, LLC | 7,359 | $1.28M | 0.08% | −640−8.0% | Reduced |
| Catalyst Capital Advisors LLC | 7,320 | $1.27M | 0.04% | +7,320 | New |
| Luts & Greenleigh Group, Inc | 7,302 | $1.27M | 1.56% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 7,294 | $1.26M | 0.07% | +29+0.4% | Added |
| Baker Ellis Asset Management LLC | 7,260 | $1.26M | 0.21% | −86−1.2% | Reduced |
| Horizon Investments, LLC | 7,250 | $1.26M | 0.04% | +767+11.8% | Added |
| Stokes Family Office, LLC | 7,239 | $1.26M | 0.15% | +165+2.3% | Added |
| Balentine LLC | 7,238 | $1.26M | 0.04% | +2,246+45.0% | Added |
| Jaffetilchin Investment Partners, LLC | 7,224 | $1.25M | 0.13% | −71−1.0% | Reduced |
| TCWP LLC | 7,215 | $1.25M | 0.27% | +24+0.3% | Added |
| Coldstream Capital Management Inc | 7,173 | $1.24M | 0.04% | +650+10.0% | Added |
| Consolidated Portfolio Review Corp | 7,169 | $1.24M | 0.30% | −76−1.0% | Reduced |
| Zions Bancorporation, N.A. | 7,022 | $1.22M | 0.10% | −521−6.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 7,000 | $1.21M | 0.19% | +7,000 | New |
| LMCG Investments, LLC | 6,978 | $1.21M | 0.08% | +1,773+34.1% | Added |
| Dorsey & Whitney Trust CO LLC | 6,928 | $1.20M | 0.10% | +185+2.7% | Added |
| Banco Santander, S.A. | 6,923 | $1.20M | 0.02% | +176+2.6% | Added |
| Ignite Planners, LLC | 7,047 | $1.20M | 0.46% | −250−3.4% | Reduced |
| Atom Investors LP | 6,876 | $1.19M | 0.45% | +6,876 | New |
| Legacy Bridge, LLC | 6,875 | $1.19M | 0.80% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 7,046 | $1.19M | 0.51% | +808+13.0% | Added |
| Prospera Financial Services Inc | 6,868 | $1.19M | 0.05% | +222+3.3% | Added |
| Stiles Financial Services Inc | 6,867 | $1.19M | 0.59% | −132−1.9% | Reduced |
| Evercore Wealth Management, LLC | 6,847 | $1.19M | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 6,767 | $1.17M | 0.05% | −524−7.2% | Reduced |
| Tempus Wealth Planning, LLC | 6,767 | $1.17M | 0.53% | −21−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,760 | $1.17M | 0.06% | +853+14.4% | Added |
| GPS Wealth Strategies Group, LLC | 6,744 | $1.17M | 0.22% | −242−3.5% | Reduced |
| First National Advisers, LLC | 6,720 | $1.17M | 1.07% | +39+0.6% | Added |
| Wedgewood Investors Inc | 6,700 | $1.16M | 1.49% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,643 | $1.15M | 0.10% | −77−1.1% | Reduced |
| New England Research & Management, Inc. | 6,625 | $1.15M | 0.67% | −2,150−24.5% | Reduced |
| Bank of Nova Scotia Trust Co | 6,565 | $1.14M | 0.12% | −804−10.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,508 | $1.13M | 0.11% | +19+0.3% | Added |
| Fiera Capital Corp | 6,460 | $1.12M | 0.00% | +3,600+125.9% | Added |
| IVC Wealth Advisors LLC | 6,452 | $1.12M | 0.71% | −33−0.5% | Reduced |
| Merit Financial Group, LLC | 6,439 | $1.12M | 0.04% | +442+7.4% | Added |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.11M | 0.14% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 6,361 | $1.10M | 0.82% | 00.0% | Unchanged |
| VeraBank, N.A. | 6,340 | $1.10M | 0.42% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,317 | $1.10M | 0.14% | +122+2.0% | Added |
| L.M. Kohn & Company | 6,264 | $1.09M | 0.41% | −171−2.7% | Reduced |
| Meeder Advisory Services, Inc. | 6,262 | $1.09M | 0.12% | −128−2.0% | Reduced |
| Unique Wealth, LLC | 6,254 | $1.08M | 0.47% | +1,642+35.6% | Added |
| Western Wealth Management, LLC | 6,168 | $1.07M | 0.09% | +13+0.2% | Added |
| Mainstay Capital Management LLC | 6,141 | $1.06M | 0.19% | −10−0.2% | Reduced |
| FourThought Financial Partners, LLC | 6,101 | $1.06M | 0.14% | −599−8.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,092 | $1.06M | 0.66% | −16−0.3% | Reduced |
| Proequities, Inc. | 6,091 | $1.06M | 0.08% | +677+12.5% | Added |
| Cobblestone Capital Advisors LLC | 6,083 | $1.05M | 0.07% | +79+1.3% | Added |
| LMG Wealth Partners, LLC | 6,083 | $1.05M | 0.32% | +342+6.0% | Added |
| Corundum Group, Inc. | 6,072 | $1.05M | 0.53% | −3,599−37.2% | Reduced |
| Piscataqua Savings Bank | 6,069 | $1.05M | 0.86% | +1,756+40.7% | Added |
| Venture Visionary Partners LLC | 6,054 | $1.05M | 0.06% | +4+0.1% | Added |
| Rosenbaum Jay D. | 6,043 | $1.05M | 1.68% | +192+3.3% | Added |
| MRP Capital Investments, LLC | 6,020 | $1.04M | 1.02% | −1,765−22.7% | Reduced |
| Birch Hill Investment Advisors LLC | 6,009 | $1.04M | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 6,008 | $1.04M | 0.03% | −2,878−32.4% | Reduced |
| Confluence Wealth Services, Inc. | 6,002 | $1.04M | 0.22% | −15−0.2% | Reduced |
| Graypoint LLC | 5,998 | $1.04M | 0.10% | −82−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,973 | $1.04M | 0.04% | −70−1.2% | Reduced |
| Morningstar Investment Management LLC | 5,959 | $1.03M | 0.14% | +5,959 | New |
| Symmetry Partners, LLC | 5,941 | $1.03M | 0.05% | −164−2.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,927 | $1.03M | 0.16% | 00.0% | Unchanged |
| Welch Group, LLC | 5,925 | $1.03M | 0.06% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,922 | $1.03M | 0.13% | +37+0.6% | Added |
| Arkadios Wealth Advisors | 5,902 | $1.02M | 0.12% | +23+0.4% | Added |
| HBK Sorce Advisory LLC | 5,897 | $1.02M | 0.04% | +27+0.5% | Added |