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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 7,211 | $1.10M | 0.10% | +4,494+165.4% | Added |
| Consolidated Portfolio Review Corp | 7,239 | $1.10M | 0.27% | +70+1.0% | Added |
| Strategic Wealth Partners, Ltd. | 7,245 | $1.10M | 0.15% | −194−2.6% | Reduced |
| TCWP LLC | 7,245 | $1.10M | 0.84% | +30+0.4% | Added |
| Seven Eight Capital, LP | 7,260 | $1.11M | 0.13% | +7,260 | New |
| Blueshift Asset Management, LLC | 7,266 | $1.11M | 0.65% | +1,785+32.6% | Added |
| Luts & Greenleigh Group, Inc | 7,303 | $1.11M | 1.38% | +10.0% | Added |
| Ignite Planners, LLC | 7,205 | $1.11M | 0.34% | +158+2.2% | Added |
| FRG Family Wealth Advisors LLC | 7,332 | $1.12M | 0.25% | −375−4.9% | Reduced |
| West Family Investments, Inc. | 7,339 | $1.12M | 0.39% | −50−0.7% | Reduced |
| Equitable Holdings, Inc. | 7,351 | $1.12M | 0.02% | +1,750+31.2% | Added |
| Stokes Family Office, LLC | 7,358 | $1.12M | 0.13% | +119+1.6% | Added |
| Prairie Sky Financial Group LLC | 7,368 | $1.12M | 0.79% | +20.0% | Added |
| Aigen Investment Management, LP | 7,396 | $1.13M | 0.21% | +7,396 | New |
| Panagora Asset Management Inc | 7,411 | $1.13M | 0.01% | −1,460−16.5% | Reduced |
| Mystic Asset Management, Inc. | 7,500 | $1.14M | 0.64% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7,574 | $1.15M | 0.10% | +552+7.9% | Added |
| Horizon Investments, LLC | 7,601 | $1.16M | 0.04% | +351+4.8% | Added |
| MQS Management LLC | 7,636 | $1.16M | 0.71% | +2,513+49.1% | Added |
| Fayez Sarofim & Co | 7,639 | $1.16M | 0.00% | +20.0% | Added |
| Buckingham Strategic Wealth, LLC | 7,663 | $1.17M | 0.02% | −160−2.0% | Reduced |
| United Capital Management of KS, Inc. | 7,735 | $1.18M | 0.40% | −184−2.3% | Reduced |
| Level Four Advisory Services, LLC | 7,768 | $1.18M | 0.08% | +409+5.6% | Added |
| Northwest Bancshares, Inc. | 7,774 | $1.19M | 0.23% | +267+3.6% | Added |
| MBM Wealth Consultants, LLC | 7,466 | $1.19M | 0.52% | +420+6.0% | Added |
| Parallel Advisors, LLC | 7,829 | $1.19M | 0.04% | −421−5.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,844 | $1.20M | 0.63% | −56−0.7% | Reduced |
| Private Trust Co NA | 7,880 | $1.20M | 0.16% | +361+4.8% | Added |
| Boston Financial Mangement LLC | 7,883 | $1.20M | 0.04% | +111+1.4% | Added |
| IHT Wealth Management, LLC | 7,886 | $1.20M | 0.06% | +442+5.9% | Added |
| Ironwood Investment Counsel, LLC | 7,896 | $1.20M | 0.28% | −1,076−12.0% | Reduced |
| Sterling Investment Management, Inc. | 7,901 | $1.20M | 1.07% | −3,391−30.0% | Reduced |
| Herold Advisors, Inc. | 7,946 | $1.21M | 0.37% | +5,199+189.3% | Added |
| Prospera Financial Services Inc | 7,954 | $1.21M | 0.05% | +1,086+15.8% | Added |
| Tokio Marine Asset Management Co Ltd | 7,992 | $1.22M | 0.08% | +559+7.5% | Added |
| Ameritas Advisory Services, LLC | 7,742 | $1.22M | 0.06% | +2,218+40.2% | Added |
| Capital Investment Advisors, LLC | 8,032 | $1.22M | 0.03% | +188+2.4% | Added |
| WT Wealth Management | 8,039 | $1.23M | 0.53% | +355+4.6% | Added |
| Sage Investment Advisers LLC | 8,044 | $1.23M | 1.68% | −600−6.9% | Reduced |
| WBH Advisory Inc | 8,108 | $1.24M | 0.15% | −80−1.0% | Reduced |
| Meridian Wealth Management, LLC | 8,138 | $1.24M | 0.08% | −398−4.7% | Reduced |
| Becker Capital Management Inc | 8,162 | $1.24M | 0.05% | +41+0.5% | Added |
| Ontario Teachers Pension Plan Board | 8,175 | $1.25M | 0.01% | −878−9.7% | Reduced |
| O'Brien Greene & Co. Inc | 8,200 | $1.25M | 0.46% | 00.0% | Unchanged |
| Arrow Financial Corp | 8,244 | $1.26M | 0.15% | −10,000−54.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,247 | $1.26M | 0.03% | −6,041−42.3% | Reduced |
| Paragon Private Wealth Management, LLC | 8,251 | $1.26M | 1.04% | +148+1.8% | Added |
| Oxbow Advisors, LLC | 8,275 | $1.26M | 0.20% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,313 | $1.27M | 0.03% | +271+3.4% | Added |
| Imprint Wealth LLC | 8,321 | $1.27M | 1.07% | +212+2.6% | Added |
| Chicago Partners Investment Group LLC | 8,134 | $1.27M | 0.07% | +284+3.6% | Added |
| Griffin Asset Management, Inc. | 8,329 | $1.27M | 0.18% | +26+0.3% | Added |
| Cim Investment Mangement Inc | 8,330 | $1.27M | 0.46% | −164−1.9% | Reduced |
| McRae Capital Management Inc | 8,335 | $1.27M | 0.38% | −650−7.2% | Reduced |
| Aspen Investment Management Inc | 8,350 | $1.27M | 0.77% | −131−1.5% | Reduced |
| Pegasus Partners Ltd. | 8,479 | $1.29M | 0.18% | +1,023+13.7% | Added |
| Bank of New Hampshire | 8,561 | $1.31M | 0.39% | −471−5.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 8,572 | $1.31M | 0.21% | −496−5.5% | Reduced |
| Wedbush Securities Inc | 8,725 | $1.33M | 0.07% | +946+12.2% | Added |
| Garrison Point Advisors, LLC | 8,725 | $1.33M | 1.03% | −125−1.4% | Reduced |
| Ballentine Partners, LLC | 8,748 | $1.33M | 0.03% | −1,311−13.0% | Reduced |
| Legacy Financial Group LLC | 8,762 | $1.34M | 0.31% | +8,762 | New |
| Armstrong Advisory Group, Inc | 8,788 | $1.34M | 0.15% | 00.0% | Unchanged |
| Lincoln National Corp | 8,800 | $1.34M | 0.03% | +560+6.8% | Added |
| Roanoke Asset Management Corp | 8,805 | $1.34M | 0.55% | −136−1.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,806 | $1.34M | 0.02% | +516+6.2% | Added |
| Blodgett Wealth Advisors, LLC | 8,811 | $1.34M | 1.48% | −100−1.1% | Reduced |
| Oak Asset Management, LLC | 8,827 | $1.35M | 0.58% | +205+2.4% | Added |
| LGT Group Foundation | 8,937 | $1.35M | 0.03% | +1,088+13.9% | Added |
| Leonteq Securities AG | 8,865 | $1.35M | 0.14% | +260+3.0% | Added |
| Institute for Wealth Management, LLC. | 8,884 | $1.35M | 0.25% | −88−1.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,920 | $1.36M | 0.17% | +250+2.9% | Added |
| Citizens Financial Group Inc | 8,921 | $1.36M | 0.06% | −1,480−14.2% | Reduced |
| Aries Wealth Management | 8,515 | $1.36M | 0.53% | +425+5.3% | Added |
| Coldstream Capital Management Inc | 8,969 | $1.37M | 0.04% | +1,796+25.0% | Added |
| Powers Advisory Group, LLC | 8,970 | $1.37M | 0.93% | −189−2.1% | Reduced |
| Great Valley Advisor Group, Inc. | 9,051 | $1.38M | 0.06% | +40.0% | Added |
| Castle Rock Wealth Management, LLC | 8,940 | $1.38M | 0.46% | +3,344+59.8% | Added |
| Peterson Wealth Management | 9,077 | $1.38M | 1.14% | −341−3.6% | Reduced |
| Unigestion Holding SA | 9,087 | $1.39M | 0.09% | −787−8.0% | Reduced |
| Ascent Group, LLC | 8,167 | $1.39M | 0.15% | −10,345−55.9% | Reduced |
| Syntax Research, Inc. | 9,140 | $1.39M | 1.13% | +9,140 | New |
| Valeo Financial Advisors, LLC | 9,142 | $1.39M | 0.06% | −233−2.5% | Reduced |
| Northeast Financial Group, Inc. | 9,153 | $1.40M | 0.86% | +374+4.3% | Added |
| Veriti Management LLC | 9,168 | $1.40M | 0.16% | +919+11.1% | Added |
| EP Wealth Advisors, LLC | 9,179 | $1.40M | 0.02% | −3,445−27.3% | Reduced |
| Natixis Investment Managers International | 9,208 | $1.40M | 0.11% | −282−3.0% | Reduced |
| Karpas Strategies, LLC | 9,258 | $1.41M | 0.52% | −178−1.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,270 | $1.41M | 1.07% | −750−7.5% | Reduced |
| Cohen Klingenstein LLC | 9,300 | $1.42M | 0.06% | 00.0% | Unchanged |
| Columbia Asset Management | 9,329 | $1.42M | 0.32% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,402 | $1.43M | 0.00% | +919+10.8% | Added |
| Sequoia Financial Advisors, LLC | 9,414 | $1.44M | 0.03% | −551−5.5% | Reduced |
| Schulhoff & Co Inc | 9,415 | $1.44M | 0.73% | −2,110−18.3% | Reduced |
| Mutual Advisors, LLC | 9,418 | $1.44M | 0.06% | +93+1.0% | Added |
| NVWM, LLC | 9,440 | $1.44M | 0.47% | +744+8.6% | Added |
| Azzad Asset Management Inc | 9,442 | $1.44M | 0.20% | +170+1.8% | Added |
| Parsons Capital Management Inc | 9,510 | $1.45M | 0.11% | −152−1.6% | Reduced |
| HMS Capital Management, LLC | 9,536 | $1.45M | 0.96% | −442−4.4% | Reduced |
| Caliber Wealth Management, LLC | 9,609 | $1.46M | 0.99% | +327+3.5% | Added |