Waste Management Inc

Exchange: NYSE
Industry: Refuse Systems
SEC CIK: 0000823768

SEC filings (opens in a new tab)

In the last 90 days, Waste Management Inc insiders filed 0 open-market purchases and 1 sale; 2,378 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, Q3 2023

Institutional positions in Waste Management Inc as of Sep 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: 1,751; −7 vs. Q2 2023
Shares held: 324.2M; +4.19M (+1.3%) vs. Q2 2023
Total value: $49.5B; −$5.93B (−10.7%) vs. Q2 2023
New holders: 104; 667 more added
Sold out: 111; 674 more reduced

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,751 institutions

Value heldQ3 2023: $49.5B

Institutions holding WM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,378	$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, Q3 2023

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q2 2023.

Institutions holding WM in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Blume Capital Management, Inc.	0	$2	0.00%	−1−100.0%	Reduced
WFA Asset Management Corp	0	$37	0.00%	−53−100.0%	Reduced
Orion Capital Management LLC	2	$305	0.00%	+2	New
Activest Wealth Management	3	$457	0.00%	−78−96.3%	Reduced
Tfo-TDC, LLC	3	$520	0.00%	+1+50.0%	Added
Atlas Capital Advisors LLC	5	$762	0.00%	00.0%	Unchanged
New Millennium Group LLC	5	$825	0.00%	00.0%	Unchanged
Clear Investment Research, LLC	6	$915	0.00%	−1−14.3%	Reduced
Carmichael Hill & Associates, Inc.	7	$1.07K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	7	$1.07K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	8	$1.22K	0.00%	+8	New
Highline Wealth Partners LLC	10	$1.52K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	11	$1.68K	0.00%	−3−21.4%	Reduced
Global Wealth Strategies & Associates	14	$2.13K	0.00%	00.0%	Unchanged
GoalVest Advisory LLC	17	$2.59K	0.00%	+17	New
Impact Partnership Wealth, LLC	18	$2.74K	0.00%	00.0%	Unchanged
Authentikos Wealth Advisory, LLC	19	$2.90K	0.00%	+19	New
West Financial Advisors, LLC	20	$3.05K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	20	$3.05K	0.00%	00.0%	Unchanged
Copeland Capital Management, LLC	21	$3.20K	0.00%	00.0%	Unchanged
Core Wealth Advisors, Inc.	22	$3.35K	0.00%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	24	$3.66K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	26	$3.96K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	26	$3.96K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	26	$4.03K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	27	$4.12K	0.00%	00.0%	Unchanged
Hibernia Wealth Partners, LLC	27	$4.12K	0.00%	+27	New
SJS Investment Consulting Inc.	29	$4.42K	0.00%	−1−3.3%	Reduced
Eagle Bay Advisors LLC	30	$4.57K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	30	$4.57K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	31	$4.73K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	35	$5.33K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	36	$5.49K	0.00%	+2+5.9%	Added
Riggs Asset Managment Co. Inc.	39	$5.95K	0.00%	−14−26.4%	Reduced
Silicon Valley Capital Partners	40	$6.15K	0.00%	00.0%	Unchanged
Provence Wealth Management Group	42	$6.40K	0.00%	+42	New
Bull Oak Capital, LLC	44	$6.71K	0.01%	+44	New
Richard W. Paul & Associates, LLC	45	$6.86K	0.00%	+38+542.9%	Added
Albion Financial Group	45	$6.86K	0.00%	+45	New
Raleigh Capital Management Inc.	45	$6.86K	0.00%	+45	New
Horizons Wealth Management	49	$7.47K	0.01%	00.0%	Unchanged
Pacific Center for Financial Services	49	$7.51K	0.00%	00.0%	Unchanged
Luken Investment Analytics, LLC	50	$7.62K	0.00%	−50−50.0%	Reduced
Iron Horse Wealth Management, LLC	50	$7.62K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	50	$7.62K	0.00%	+50	New
JDM Financial Group LLC	53	$8.08K	0.01%	00.0%	Unchanged
VisionPoint Advisory Group, LLC	54	$8.23K	0.00%	+54	New
Gould Capital, LLC	60	$9.07K	0.01%	−25−29.4%	Reduced
Hexagon Capital Partners LLC	64	$9.76K	0.00%	+38+146.2%	Added
Bell Investment Advisors, Inc	66	$10.1K	0.00%	−20−23.3%	Reduced
Ritter Daniher Financial Advisory LLC	66	$10.1K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	70	$10.7K	0.00%	00.0%	Unchanged
Kessler Investment Group, LLC	74	$11.3K	0.01%	00.0%	Unchanged
Kelly Financial Services LLC	76	$11.6K	0.01%	+38+100.0%	Added
Evermay Wealth Management LLC	80	$12.2K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	80	$12.2K	0.01%	00.0%	Unchanged
Trust Co	81	$12.3K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	82	$12.5K	0.00%	−179−68.6%	Reduced
Archer Investment Corp	83	$12.7K	0.00%	00.0%	Unchanged
RVW Wealth, LLC	83	$12.7K	0.00%	+83	New
Roble, Belko & Company, Inc	84	$13.0K	0.00%	00.0%	Unchanged
Healthcare of Ontario Pension Plan Trust Fund	86	$13.1K	0.00%	−14,685−99.4%	Reduced
Sound Income Strategies, LLC	86	$13.1K	0.00%	00.0%	Unchanged
Country Trust Bank	90	$13.7K	0.00%	+90	New
Aspire Private Capital, LLC	90	$13.8K	0.00%	−9−9.1%	Reduced
Oliver Lagore Vanvalin Investment Group	91	$13.9K	0.01%	00.0%	Unchanged
Optiver Holding B.V.	94	$14.3K	0.00%	+94	New
Private Ocean, LLC	100	$15.2K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	102	$15.5K	0.01%	00.0%	Unchanged
Focused Wealth Management, Inc	102	$15.5K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	102	$15.5K	0.00%	00.0%	Unchanged
Steward Financial Group LLC	105	$16.0K	0.01%	−156−59.8%	Reduced
Jackson, Grant Investment Advisers, Inc.	109	$16.6K	0.01%	00.0%	Unchanged
West Branch Capital LLC	110	$16.8K	0.01%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	115	$17.5K	0.01%	+55+91.7%	Added
PFS Partners, LLC	120	$18.3K	0.02%	00.0%	Unchanged
Venturi Wealth Management, LLC	121	$18.4K	0.00%	+16+15.2%	Added
JJJ Advisors Inc.	132	$20.1K	0.01%	+33+33.3%	Added
Blue Bell Private Wealth Management, LLC	134	$20.4K	0.01%	00.0%	Unchanged
Loomis Sayles & Co L P	137	$21.0K	0.00%	−29−17.5%	Reduced
DHJJ Financial Advisors, Ltd.	139	$21.2K	0.01%	+139	New
Mendota Financial Group, LLC	146	$22.3K	0.02%	00.0%	Unchanged
SRS Capital Advisors, Inc.	146	$22.3K	0.00%	−3−2.0%	Reduced
True Wealth Design, LLC	150	$22.8K	0.01%	00.0%	Unchanged
Slocum, Gordon & Co LLP	161	$24.7K	0.02%	00.0%	Unchanged
Pin Oak Investment Advisors Inc	162	$25.0K	0.03%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	164	$25.0K	0.02%	+1+0.6%	Added
West Tower Group, LLC	169	$25.8K	0.01%	+169	New
Raffa Wealth Management, LLC	172	$26.2K	0.01%	00.0%	Unchanged
Altshuler Shaham Ltd	174	$26.5K	0.00%	−52−23.0%	Reduced
Addison Advisors LLC	179	$27.3K	0.01%	00.0%	Unchanged
Indiana Trust & Investment Management CO	183	$27.9K	0.01%	+183	New
Financial Management Professionals, Inc.	183	$28.0K	0.00%	+12+7.0%	Added
JFS Wealth Advisors, LLC	185	$28.2K	0.00%	+2+1.1%	Added
Cassady Schiller Wealth Management, LLC	190	$29.0K	0.02%	00.0%	Unchanged
State of Wyoming	191	$29.1K	0.01%	+191	New
Twin Lakes Capital Management, LLC	199	$30.3K	0.02%	+1+0.5%	Added
Osterweis Capital Management Inc	200	$30.5K	0.00%	00.0%	Unchanged
Duncker Streett & Co Inc	200	$30.5K	0.01%	00.0%	Unchanged
Earnest Partners LLC	200	$30.5K	0.00%	00.0%	Unchanged