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, 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 | 2,380 | $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, 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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 9,609 | $1.46M | 0.99% | +9,609 | New |
| Garner Asset Management Corp | 9,669 | $1.47M | 0.88% | +78+0.8% | Added |
| Kingsview Wealth Management, LLC | 9,708 | $1.48M | 0.05% | −175−1.8% | Reduced |
| Wellington Shields & Co., LLC | 9,717 | $1.48M | 0.37% | +10.0% | Added |
| Accretive Wealth Partners, LLC | 9,864 | $1.50M | 0.90% | +23+0.2% | Added |
| We Are One Seven, LLC | 9,881 | $1.51M | 0.12% | +16+0.2% | Added |
| Colony Group LLC | 9,887 | $1.51M | 0.02% | −881−8.2% | Reduced |
| Independent Financial Group, LLC | 9,902 | $1.51M | 0.10% | −116−1.2% | Reduced |
| Rothschild Investment Corp | 9,926 | $1.51M | 0.13% | −260−2.6% | Reduced |
| Essex LLC | 9,960 | $1.52M | 0.43% | −1,020−9.3% | Reduced |
| Garrett Investment Advisors LLC | 9,978 | $1.52M | 0.20% | +277+2.9% | Added |
| JGP Wealth Management, LLC | 10,019 | $1.53M | 0.26% | +72+0.7% | Added |
| Alberta Investment Management Corp | 10,100 | $1.54M | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 10,145 | $1.55M | 0.09% | −119−1.2% | Reduced |
| Lavaca Capital LLC | 10,160 | $1.55M | 0.56% | −397−3.8% | Reduced |
| Spire Wealth Management | 10,195 | $1.55M | 0.06% | +1,703+20.1% | Added |
| Greenleaf Trust | 10,227 | $1.56M | 0.02% | −262−2.5% | Reduced |
| Canton Hathaway, LLC | 10,233 | $1.56M | 0.49% | −50.0% | Reduced |
| DFPG Investments, LLC | 9,231 | $1.57M | 0.15% | −646−6.5% | Reduced |
| Payden & Rygel | 10,300 | $1.57M | 0.12% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 10,300 | $1.57M | 0.12% | +10,300 | New |
| Hunter Associates Investment Management LLC | 10,300 | $1.57M | 0.32% | −200−1.9% | Reduced |
| Westpac Banking Corp | 10,308 | $1.57M | 0.12% | −5,476−34.7% | Reduced |
| Flagship Harbor Advisors, LLC | 10,330 | $1.57M | 0.13% | −220−2.1% | Reduced |
| Ostrum Asset Management | 10,376 | $1.58M | 0.15% | −51−0.5% | Reduced |
| AlphaMark Advisors, LLC | 10,419 | $1.59M | 0.68% | −256−2.4% | Reduced |
| Buckingham Capital Management, Inc. | 10,445 | $1.59M | 0.24% | −5,006−32.4% | Reduced |
| GFS Advisors, LLC | 10,450 | $1.59M | 0.25% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 10,560 | $1.61M | 0.05% | −137−1.3% | Reduced |
| Legacy Advisors, LLC | 10,691 | $1.63M | 0.26% | +1,255+13.3% | Added |
| Members Capital Advisors Inc | 10,752 | $1.64M | 2.03% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 10,762 | $1.64M | 0.16% | +3,340+45.0% | Added |
| IAM Advisory, LLC | 10,814 | $1.65M | 0.58% | +249+2.4% | Added |
| Dark Forest Capital Management LP | 10,831 | $1.65M | 0.14% | +1,898+21.2% | Added |
| Ancora Advisors, LLC | 10,862 | $1.66M | 0.04% | −628−5.5% | Reduced |
| United Capital Financial Advisers, LLC | 10,905 | $1.66M | 0.01% | −2,570−19.1% | Reduced |
| Adirondack Trust Co | 10,911 | $1.66M | 0.83% | −85−0.8% | Reduced |
| Sonora Investment Management Group, LLC | 10,945 | $1.67M | 0.14% | −369−3.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,952 | $1.67M | 0.11% | +437+4.2% | Added |
| United Services Automobile Association | 11,034 | $1.68M | 0.04% | −458−4.0% | Reduced |
| Aldebaran Financial Inc. | 11,055 | $1.69M | 2.75% | −1,247−10.1% | Reduced |
| Allworth Financial LP | 11,057 | $1.69M | 0.01% | −56−0.5% | Reduced |
| Little House Capital LLC | 11,083 | $1.69M | 0.69% | −3,419−23.6% | Reduced |
| Lederer & Associates Investment Counsel | 11,099 | $1.69M | 1.34% | +43+0.4% | Added |
| Comerica Securities,inc. | 11,108 | $1.69M | 0.14% | −822−6.9% | Reduced |
| Hudson Canyon Capital Management | 11,187 | $1.71M | 1.39% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,316 | $1.71M | 0.29% | −1,199−26.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,216 | $1.71M | 0.86% | +1,484+15.2% | Added |
| TD Private Client Wealth LLC | 11,219 | $1.71M | 0.07% | −1,462−11.5% | Reduced |
| First National Advisers, LLC | 11,244 | $1.71M | 0.77% | +4,524+67.3% | Added |
| Shell Asset Management Co | 11,252 | $1.72M | 0.07% | +1,147+11.4% | Added |
| Nixon Peabody Trust Co | 11,331 | $1.73M | 1.45% | +284+2.6% | Added |
| Arjuna Capital | 11,355 | $1.73M | 0.62% | +8,613+314.1% | Added |
| Field & Main Bank | 11,375 | $1.73M | 0.81% | −110−1.0% | Reduced |
| Genus Capital Management Inc. | 11,393 | $1.74M | 0.27% | −4,255−27.2% | Reduced |
| Motley Fool Asset Management LLC | 11,418 | $1.74M | 0.14% | +926+8.8% | Added |
| McIlrath & Eck, LLC | 11,423 | $1.74M | 0.35% | +53+0.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,439 | $1.74M | 0.05% | −427−3.6% | Reduced |
| Resources Management Corp | 11,472 | $1.75M | 0.28% | +2,771+31.8% | Added |
| Lido Advisors, LLC | 11,513 | $1.76M | 0.02% | +967+9.2% | Added |
| Segall Bryant & Hamill, LLC | 11,522 | $1.76M | 0.02% | +55+0.5% | Added |
| Wetherby Asset Management Inc | 11,528 | $1.76M | 0.10% | −107−0.9% | Reduced |
| Papp L Roy & Associates | 11,529 | $1.76M | 0.24% | 00.0% | Unchanged |
| Americana Partners, LLC | 11,594 | $1.77M | 0.19% | −4,267−26.9% | Reduced |
| United Community Bank | 11,621 | $1.77M | 0.87% | +85+0.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,635 | $1.77M | 0.05% | −43−0.4% | Reduced |
| Fiduciary Trust Co | 11,639 | $1.77M | 0.03% | +780+7.2% | Added |
| Orser Capital Management, LLC | 11,691 | $1.78M | 1.80% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 11,692 | $1.78M | 0.35% | −4,405−27.4% | Reduced |
| Mechanics Bank Trust Department | 11,717 | $1.79M | 0.30% | +48+0.4% | Added |
| First PREMIER Bank | 11,750 | $1.79M | 0.55% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 11,811 | $1.80M | 1.22% | +24+0.2% | Added |
| South Dakota Investment Council | 11,818 | $1.80M | 0.04% | −302−2.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,827 | $1.80M | 0.13% | +323+2.8% | Added |
| Insight Wealth Strategies, LLC | 11,862 | $1.81M | 0.35% | +977+9.0% | Added |
| NorthCrest Asset Manangement, LLC | 12,000 | $1.83M | 0.07% | −736−5.8% | Reduced |
| Hartline Investment Corp | 12,256 | $1.87M | 0.34% | −109−0.9% | Reduced |
| Credential Qtrade Securities Inc. | 12,260 | $1.87M | 0.12% | −192−1.5% | Reduced |
| TKG Advisors, LLC | 12,276 | $1.87M | 1.25% | +418+3.5% | Added |
| Schonfeld Strategic Advisors LLC | 12,359 | $1.88M | 0.02% | −83,254−87.1% | Reduced |
| Baldwin Investment Management, LLC | 12,401 | $1.89M | 0.32% | −50−0.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 12,470 | $1.90M | 1.86% | −14,400−53.6% | Reduced |
| Koshinski Asset Management, Inc. | 12,617 | $1.92M | 0.22% | −57−0.4% | Reduced |
| Mitchell Sinkler & Starr | 12,732 | $1.94M | 0.60% | +2,090+19.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 12,795 | $1.95M | 0.58% | +200+1.6% | Added |
| Waldron Private Wealth LLC | 12,878 | $1.96M | 0.10% | +293+2.3% | Added |
| McKinley Capital Management LLC /Delaware | 12,892 | $1.97M | 0.28% | +44+0.3% | Added |
| Sowell Financial Services LLC | 12,919 | $1.97M | 0.12% | +985+8.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,929 | $1.97M | 0.01% | +9,709+301.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,944 | $1.97M | 0.15% | −345−2.6% | Reduced |
| Keebeck Wealth Management, LLC | 12,946 | $1.97M | 0.34% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 12,960 | $1.98M | 0.59% | −250−1.9% | Reduced |
| Viking Fund Management LLC | 13,000 | $1.98M | 0.40% | 00.0% | Unchanged |
| Connolly Sarah T. | 13,096 | $2.00M | 1.32% | −235−1.8% | Reduced |
| Empirical Finance, LLC | 13,125 | $2.00M | 0.15% | +1,150+9.6% | Added |
| Boothbay Fund Management, LLC | 13,392 | $2.04M | 0.07% | −73,765−84.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,455 | $2.05M | 0.13% | +2,038+17.9% | Added |
| Delta Asset Management LLC | 13,472 | $2.05M | 0.21% | +146+1.1% | Added |
| Whittier Trust Co | 13,473 | $2.05M | 0.04% | +1,219+9.9% | Added |
| Strategic Investment Solutions, Inc. | 12,740 | $2.06M | 0.03% | +12,560+6,977.8% | Added |