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 |
|---|---|---|---|---|---|
| Retirement Group, LLC | 962 | $146.6K | 0.06% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 967 | $147.4K | 0.05% | −57−5.6% | Reduced |
| Virtus Investment Advisers, Inc. | 983 | $149.8K | 0.10% | −114−10.4% | Reduced |
| Harbor Investment Advisory, LLC | 990 | $150.9K | 0.02% | +15+1.5% | Added |
| Central Bank & Trust Co | 994 | $151.5K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $152.4K | 0.09% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,005 | $153.2K | 0.03% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $154.0K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,032 | $157.3K | 0.02% | +7+0.7% | Added |
| Rosenberg Matthew Hamilton | 1,033 | $157.5K | 0.05% | −175−14.5% | Reduced |
| Silvant Capital Management LLC | 1,044 | $159.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,054 | $160.7K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,061 | $161.8K | 0.02% | −67−5.9% | Reduced |
| Bray Capital Advisors | 1,075 | $163.9K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,092 | $166.5K | 0.14% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,098 | $167.4K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,100 | $168.0K | 0.06% | +2+0.2% | Added |
| Carolinas Wealth Consulting LLC | 25,554 | $170.4K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,125 | $171.5K | 0.04% | −195−14.8% | Reduced |
| TFC Financial Management | 1,153 | $175.8K | 0.04% | +36+3.2% | Added |
| Larson Financial Group LLC | 1,168 | $178.0K | 0.02% | +128+12.3% | Added |
| Centaurus Financial, Inc. | 1,167 | $178.0K | 0.02% | +318+37.5% | Added |
| Deseret Mutual Benefit Administrators | 1,178 | $179.6K | 0.09% | −183−13.4% | Reduced |
| Creative Financial Designs Inc | 1,179 | $179.8K | 0.02% | −101−7.9% | Reduced |
| Pflug Koory, LLC | 1,207 | $184.0K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 1,176 | $184.3K | 0.08% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,250 | $190.6K | 0.08% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,250 | $190.6K | 0.11% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,266 | $191.4K | 0.10% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,276 | $194.5K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 1,294 | $197.0K | 0.07% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,314 | $200.3K | 0.01% | +14+1.1% | Added |
| Visionary Wealth Advisors | 1,314 | $200.3K | 0.02% | +2+0.2% | Added |
| Main Street Financial Solutions, LLC | 1,315 | $200.4K | 0.03% | −61−4.4% | Reduced |
| Sage Mountain Advisors LLC | 1,317 | $200.8K | 0.03% | −385−22.6% | Reduced |
| Davis R M Inc | 1,316 | $201.0K | 0.01% | −1,050−44.4% | Reduced |
| Boston Common Asset Management, LLC | 1,325 | $202.0K | 0.00% | −90−6.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,330 | $202.0K | 0.15% | −5−0.4% | Reduced |
| NinePointTwo Capital | 1,329 | $202.0K | 0.08% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,332 | $203.1K | 0.02% | +77+6.1% | Added |
| Summit Asset Management, LLC | 1,342 | $204.6K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 1,343 | $204.7K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,343 | $204.8K | 0.04% | −3,213−70.5% | Reduced |
| Centurion Wealth Management LLC | 1,348 | $205.5K | 0.10% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,331 | $205.6K | 0.04% | +14+1.1% | Added |
| Financial Engines Advisors L.L.C. | 1,350 | $205.8K | 0.00% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 1,351 | $205.9K | 0.17% | +6+0.4% | Added |
| Woodstock Corp | 1,351 | $205.9K | 0.03% | −26−1.9% | Reduced |
| Phillips Wealth Planners LLC | 1,314 | $206.4K | 0.28% | −25−1.9% | Reduced |
| Fort Sheridan Advisors LLC | 1,355 | $206.6K | 0.05% | 00.0% | Unchanged |
| Ade, LLC | 1,358 | $207.0K | 0.16% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,359 | $207.2K | 0.11% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,361 | $207.5K | 0.10% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,363 | $207.8K | 0.02% | −744−35.3% | Reduced |
| CoreCap Advisors, LLC | 1,368 | $208.5K | 0.02% | +1,368 | New |
| Operose Advisors LLC | 1,369 | $208.7K | 0.08% | +184+15.5% | Added |
| Essex Private Wealth Management, LLC | 1,370 | $208.8K | 0.71% | −55−3.9% | Reduced |
| Rise Advisors, LLC | 1,376 | $209.8K | 0.17% | +357+35.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,380 | $210.4K | 0.01% | +504+57.5% | Added |
| Sterling Investment Advisors, Ltd. | 1,380 | $210.4K | 0.07% | −20−1.4% | Reduced |
| Assetmark, Inc | 1,392 | $212.2K | 0.00% | +106+8.2% | Added |
| Childress Capital Advisors, LLC | 1,397 | $213.0K | 0.07% | +1,397 | New |
| Wealth Management Associates, Inc. | 1,398 | $213.1K | 0.12% | +34+2.5% | Added |
| Insight Advisors, LLC | 1,399 | $213.2K | 0.05% | +3+0.2% | Added |
| Diamant Asset Management, Inc. | 1,402 | $213.7K | 0.18% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,406 | $214.3K | 0.04% | −53−3.6% | Reduced |
| Perennial Investment Advisors, LLC | 1,406 | $214.3K | 0.04% | +60+4.5% | Added |
| Personal Cfo Solutions, LLC | 1,406 | $214.4K | 0.04% | +46+3.4% | Added |
| Fortune Financial Advisors, LLC | 1,407 | $214.5K | 0.16% | −29−2.0% | Reduced |
| Wendell David Associates Inc | 1,412 | $215.0K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,410 | $215.0K | 0.01% | +1,410 | New |
| KLCM Advisors, Inc. | 1,415 | $215.7K | 0.04% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,418 | $216.2K | 0.10% | +5+0.4% | Added |
| Blossom Wealth Management | 1,424 | $217.1K | 0.69% | +10+0.7% | Added |
| Charter Research & Investment Group, Inc. | 1,425 | $217.2K | 0.20% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,427 | $217.5K | 0.13% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,429 | $217.8K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,429 | $217.8K | 0.03% | +98+7.4% | Added |
| Glassman Wealth Services | 1,433 | $218.4K | 0.04% | +49+3.5% | Added |
| Northwest Wealth Management, LLC | 1,438 | $219.2K | 0.08% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,440 | $219.5K | 0.54% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,440 | $219.5K | 0.16% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,446 | $220.4K | 0.02% | +177+13.9% | Added |
| Bridges Investment Management Inc | 1,449 | $220.9K | 0.01% | −400−21.6% | Reduced |
| Cannell Peter B & Co Inc | 1,450 | $221.0K | 0.01% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,454 | $221.6K | 0.03% | −54−3.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,460 | $222.5K | 0.02% | +248+20.5% | Added |
| Sigma Investment Counselors Inc | 1,462 | $222.9K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,437 | $223.4K | 0.03% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,474 | $224.6K | 0.21% | −63−4.1% | Reduced |
| Grandfield & Dodd, LLC | 1,475 | $224.8K | 0.02% | 00.0% | Unchanged |
| First National Corp | 1,480 | $225.6K | 0.06% | −181−10.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,480 | $225.7K | 0.06% | +3+0.2% | Added |
| Circle Wealth Management, LLC | 1,482 | $226.0K | 0.01% | +1,482 | New |
| Vigilare Wealth Management | 1,485 | $226.4K | 0.14% | −130−8.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,486 | $226.5K | 0.11% | −377−20.2% | Reduced |
| Arrowroot Family Office, LLC | 1,487 | $226.7K | 0.18% | −149−9.1% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,491 | $227.3K | 0.19% | −30−2.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 1,492 | $227.5K | 0.01% | −26−1.7% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,495 | $227.9K | 0.16% | +98+7.0% | Added |