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; 2,378 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| KB Financial Partners, LLC | 202 | $31.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 204 | $31.1K | 0.01% | +1+0.5% | Added |
| SOA Wealth Advisors, LLC. | 204 | $31.2K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 210 | $32.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 190 | $33.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 219 | $33.4K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 231 | $35.2K | 0.00% | +231 | New |
| Arlington Partners LLC | 235 | $35.8K | 0.01% | −1,394−85.6% | Reduced |
| Carmel Capital Partners, LLC | 235 | $35.8K | 0.02% | +2+0.9% | Added |
| Arlington Trust Co LLC | 235 | $35.8K | 0.01% | +235 | New |
| Abound Wealth Management | 237 | $36.1K | 0.02% | −2−0.8% | Reduced |
| Ruedi Wealth Management, Inc. | 246 | $37.6K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 250 | $38.1K | 0.01% | +100+66.7% | Added |
| Bogart Wealth, LLC | 261 | $39.8K | 0.00% | +21+8.8% | Added |
| Rational Advisors LLC | 266 | $40.5K | 0.00% | +266 | New |
| Westside Investment Management, Inc. | 268 | $40.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 279 | $42.5K | 0.01% | +10+3.7% | Added |
| TD Capital Management LLC | 280 | $42.7K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 284 | $43.3K | 0.10% | 00.0% | Unchanged |
| Studio Investment Management LLC | 285 | $43.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 288 | $43.9K | 0.01% | +68+30.9% | Added |
| Cape Investment Advisory, Inc. | 288 | $43.9K | 0.02% | +5+1.8% | Added |
| Bollard Group LLC | 288 | $44.0K | 0.00% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 290 | $44.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 292 | $44.4K | 0.02% | −16−5.2% | Reduced |
| Coppell Advisory Solutions LLC | 303 | $47.5K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 325 | $49.5K | 0.01% | +93+40.1% | Added |
| Montag A & Associates Inc | 334 | $50.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 334 | $50.9K | 0.03% | +334 | New |
| Financial Freedom, LLC | 339 | $51.6K | 0.04% | +1+0.3% | Added |
| Kepos Capital LP | 341 | $52.0K | 0.01% | +21+6.6% | Added |
| Tower View Investment Management & Research LLC | 351 | $54.0K | 0.04% | +125+55.3% | Added |
| Perkins Coie Trust Co | 360 | $54.9K | 0.02% | +160+80.0% | Added |
| IAG Wealth Partners, LLC | 365 | $55.6K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 365 | $55.6K | 0.01% | +365 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 367 | $55.9K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 381 | $57.0K | 0.02% | +11+3.0% | Added |
| Key Financial Inc | 378 | $57.6K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $59.5K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $61.0K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 400 | $61.0K | 0.06% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 402 | $61.3K | 0.02% | −9−2.2% | Reduced |
| Sittner & Nelson, LLC | 413 | $63.0K | 0.04% | −236−36.4% | Reduced |
| Centerpoint Advisors, LLC | 410 | $63.0K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 5,871 | $63.0K | 0.05% | +5,571+1,857.0% | Added |
| CNB Bank | 419 | $63.9K | 0.04% | +114+37.4% | Added |
| Caldwell Sutter Capital, Inc. | 435 | $66.3K | 0.04% | −47−9.8% | Reduced |
| Park Place Capital Corp | 436 | $66.5K | 0.02% | −57−11.6% | Reduced |
| CWS Financial Advisors, LLC | 466 | $71.0K | 0.03% | +466 | New |
| Pacifica Partners Inc. | 470 | $72.7K | 0.04% | +250+113.6% | Added |
| One River Asset Management, LLC | 490 | $75.7K | 0.04% | +264+116.8% | Added |
| Citizens National Bank Trust Department | 500 | $76.2K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 510 | $78.0K | 0.06% | −125−19.7% | Reduced |
| Boyd Watterson Asset Management LLC | 520 | $79.3K | 0.03% | −4−0.8% | Reduced |
| Sutton Wealth Advisors Inc. | 554 | $84.5K | 0.04% | +17+3.2% | Added |
| Briaud Financial Planning, Inc | 585 | $89.0K | 0.07% | +585 | New |
| Jones Financial Companies LLLP | 600 | $91.5K | 0.00% | +177+41.8% | Added |
| Investors Research Corp | 604 | $92.1K | 0.02% | +5+0.8% | Added |
| Concord Wealth Partners | 611 | $93.1K | 0.02% | −5−0.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 627 | $95.6K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $96.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 638 | $97.0K | 0.07% | +55+9.4% | Added |
| CoreFirst Bank & Trust | 640 | $97.6K | 0.07% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 645 | $98.0K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 17,706 | $99.0K | 0.02% | +17,706 | New |
| Castleview Partners, LLC | 650 | $99.1K | 0.09% | −15−2.3% | Reduced |
| GW&K Investment Management, LLC | 667 | $102.0K | 0.00% | +574+617.2% | Added |
| Newbridge Financial Services Group, Inc. | 672 | $102.4K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 675 | $102.9K | 0.09% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 680 | $103.7K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 691 | $105.3K | 0.01% | +21+3.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 691 | $105.4K | 0.06% | +691 | New |
| Financial Perspectives, Inc | 693 | $105.6K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 694 | $105.8K | 0.01% | −25−3.5% | Reduced |
| First Community Trust NA | 700 | $106.7K | 0.12% | 00.0% | Unchanged |
| NewSquare Capital LLC | 700 | $106.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 701 | $106.9K | 0.04% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 715 | $109.0K | 0.01% | +18+2.6% | Added |
| Plante Moran Financial Advisors, LLC | 741 | $112.9K | 0.01% | −138−15.7% | Reduced |
| ORG Partners LLC | 752 | $114.7K | 0.03% | −209−21.7% | Reduced |
| Quent Capital, LLC | 755 | $115.1K | 0.02% | −126−14.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 769 | $117.0K | 0.00% | −25−3.1% | Reduced |
| Granite FO LLC | 770 | $117.4K | 0.08% | +170+28.3% | Added |
| Valley National Advisers Inc | 778 | $119.0K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 800 | $122.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 800 | $122.0K | 0.03% | +800 | New |
| PSI Advisors, LLC | 813 | $123.9K | 0.05% | +1+0.1% | Added |
| FinTrust Capital Advisors, LLC | 814 | $124.1K | 0.03% | +164+25.2% | Added |
| Asset Dedication, LLC | 818 | $125.0K | 0.01% | −115−12.3% | Reduced |
| Barrett & Company, Inc. | 825 | $125.8K | 0.07% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 827 | $126.1K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 839 | $127.9K | 0.12% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 808 | $128.3K | 0.01% | −25−3.0% | Reduced |
| Magellan Asset Management Ltd | 847 | $129.1K | 0.00% | +726+600.0% | Added |
| Gables Capital Management Inc. | 854 | $130.2K | 0.09% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 881 | $134.3K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 900 | $137.2K | 0.22% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 905 | $138.0K | 0.09% | −189−17.3% | Reduced |
| AllSquare Wealth Management LLC | 945 | $144.1K | 0.09% | −4−0.4% | Reduced |
| Column Capital Advisors, LLC | 952 | $145.1K | 0.02% | 00.0% | Unchanged |