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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 1,509 | $228.2K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,499 | $228.5K | 0.05% | +210+16.3% | Added |
| HC Advisors, LLC | 1,500 | $228.7K | 0.14% | −10−0.7% | Reduced |
| LWM Advisory Services, LLC | 1,500 | $228.7K | 0.25% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,508 | $229.8K | 0.11% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,512 | $230.0K | 0.09% | +150+11.0% | Added |
| Farther Finance Advisors, LLC | 1,513 | $230.6K | 0.04% | +205+15.7% | Added |
| Fairhaven Wealth Management, LLC | 1,516 | $231.2K | 0.09% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 1,518 | $231.3K | 0.37% | +21+1.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,391 | $232.1K | 0.00% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,523 | $232.2K | 0.05% | +2+0.1% | Added |
| Ridgecrest Wealth Partners, LLC | 1,525 | $232.5K | 0.16% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,530 | $233.2K | 0.11% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,533 | $234.0K | 0.04% | −110−6.7% | Reduced |
| Congress Wealth Management LLC | 1,536 | $234.3K | 0.00% | +21+1.4% | Added |
| Vicus Capital | 1,539 | $234.6K | 0.02% | +1,539 | New |
| Wilkinson Global Asset Management LLC | 1,550 | $236.3K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,557 | $237.4K | 0.03% | +12+0.8% | Added |
| First Business Financial Services, Inc. | 1,565 | $238.6K | 0.03% | +70+4.7% | Added |
| M&R Capital Management Inc | 1,571 | $239.5K | 0.07% | −200−11.3% | Reduced |
| Soltis Investment Advisors LLC | 1,579 | $240.6K | 0.03% | +1,579 | New |
| Catalyst Financial Partners LLC | 1,580 | $240.9K | 0.08% | +10+0.6% | Added |
| Peachtree Investment Partners, LLC | 1,581 | $241.0K | 0.12% | 00.0% | Unchanged |
| ETF Store, Inc. | 1,518 | $241.4K | 0.17% | +5+0.3% | Added |
| Bangor Savings Bank | 1,584 | $241.5K | 0.03% | −114−6.7% | Reduced |
| Drake & Associates, LLC | 1,597 | $243.5K | 0.11% | −62−3.7% | Reduced |
| Baystate Wealth Management LLC | 1,597 | $243.6K | 0.02% | +866+118.5% | Added |
| Madden Securities Corp | 1,598 | $243.6K | 0.14% | −106−6.2% | Reduced |
| Goelzer Investment Management, Inc. | 1,600 | $243.9K | 0.02% | −100−5.9% | Reduced |
| Auxier Asset Management | 1,607 | $245.0K | 0.04% | −50−3.0% | Reduced |
| Investment Advisory Group, LLC | 1,610 | $245.4K | 0.13% | +6+0.4% | Added |
| Lindbrook Capital, LLC | 1,612 | $245.7K | 0.03% | −113−6.6% | Reduced |
| O'Rourke & Company, Inc | 1,619 | $247.0K | 0.18% | +1+0.1% | Added |
| Wealth Alliance | 1,626 | $247.8K | 0.04% | −11−0.7% | Reduced |
| Heartland Bank & Trust Co | 1,626 | $247.9K | 0.20% | +27+1.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,629 | $248.0K | 0.03% | −37−2.2% | Reduced |
| Northstar Asset Management LLC | 1,630 | $248.5K | 0.07% | 00.0% | Unchanged |
| Somerville Kurt F | 1,630 | $248.5K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 1,631 | $249.0K | 0.02% | −852−34.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,635 | $249.2K | 0.03% | +1,635 | New |
| D L Carlson Investment Group Inc | 1,636 | $249.4K | 0.05% | −330−16.8% | Reduced |
| Gleason Group, Inc. | 1,642 | $250.3K | 0.07% | +7+0.4% | Added |
| Zacks Investment Management | 1,651 | $251.7K | 0.00% | −326−16.5% | Reduced |
| Amplius Wealth Advisors, LLC | 1,653 | $252.0K | 0.03% | −93−5.3% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,651 | $252.0K | 0.04% | +3+0.2% | Added |
| Marcum Wealth, LLC | 1,653 | $252.0K | 0.03% | −19−1.1% | Reduced |
| Annex Advisory Services, LLC | 1,657 | $252.6K | 0.02% | +1,657 | New |
| Holderness Investments Co | 1,660 | $253.1K | 0.10% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,660 | $253.1K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,666 | $254.0K | 0.03% | +164+10.9% | Added |
| Warren Averett Asset Management, LLC | 1,668 | $254.2K | 0.01% | −103−5.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,679 | $255.9K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,700 | $259.1K | 0.03% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,700 | $259.2K | 0.16% | −50−2.9% | Reduced |
| Vaughan David Investments LLC | 1,707 | $260.0K | 0.01% | +32+1.9% | Added |
| Trustmark National Bank Trust Department | 1,709 | $260.5K | 0.03% | +125+7.9% | Added |
| Cary Street Partners Asset Management LLC | 1,716 | $261.6K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,720 | $262.2K | 0.07% | −35−2.0% | Reduced |
| First United Bank Trust | 1,730 | $263.7K | 0.12% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,730 | $263.7K | 0.07% | −8−0.5% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $263.7K | 0.14% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,730 | $263.7K | 0.03% | +53+3.2% | Added |
| Pinnacle Bancorp, Inc. | 1,732 | $264.0K | 0.09% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,732 | $264.0K | 0.02% | +1,732 | New |
| Keystone Financial Group | 1,733 | $264.1K | 0.04% | +1,733 | New |
| Chesapeake Wealth Management | 1,739 | $265.1K | 0.11% | −7−0.4% | Reduced |
| Estabrook Capital Management | 1,742 | $265.6K | 0.05% | −12−0.7% | Reduced |
| Paloma Partners Management Co | 1,743 | $265.7K | 0.06% | +1,743 | New |
| Arthur M. Cohen & Associates, LLC | 1,755 | $267.5K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,757 | $267.8K | 0.03% | −55−3.0% | Reduced |
| Bridgeworth, LLC | 1,758 | $267.9K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,761 | $268.0K | 0.06% | −204−10.4% | Reduced |
| Midwest Financial Group LLC | 1,755 | $268.0K | 0.23% | +230+15.1% | Added |
| Boston Trust Walden Corp | 1,759 | $268.1K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,760 | $268.3K | 0.26% | +475+37.0% | Added |
| Rockland Trust Co | 1,766 | $269.2K | 0.02% | 00.0% | Unchanged |
| Advisory Resource Group | 1,769 | $269.7K | 0.07% | +1+0.1% | Added |
| Baader Bank INC | 1,806 | $270.2K | 0.02% | +1,806 | New |
| Capital International Inc | 1,774 | $270.4K | 0.01% | +158+9.8% | Added |
| Cook Wealth Management Group LLC | 1,664 | $270.9K | 0.21% | 00.0% | Unchanged |
| Centric Wealth Management | 1,782 | $271.6K | 0.11% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 1,791 | $273.0K | 0.14% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,795 | $273.6K | 0.01% | −87−4.6% | Reduced |
| Red Wave Investments LLC | 1,798 | $274.1K | 0.12% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,800 | $274.4K | 0.24% | 00.0% | Unchanged |
| Heritage Trust Co | 1,808 | $275.6K | 0.04% | −56−3.0% | Reduced |
| Ballast Advisors LLC | 1,809 | $275.8K | 0.11% | +23+1.3% | Added |
| Canandaigua National Bank & Trust Co | 1,811 | $276.1K | 0.04% | −25−1.4% | Reduced |
| First Command Advisory Services, Inc. | 1,811 | $276.1K | 0.00% | +1,811 | New |
| Lakeshore Financial Planning, Inc. | 1,816 | $276.9K | 0.16% | +1,816 | New |
| Sather Financial Group Inc | 1,841 | $280.6K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,841 | $280.6K | 0.01% | +82+4.7% | Added |
| Heritage Investors Management Corp | 1,849 | $282.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $282.1K | 0.18% | −600−24.5% | Reduced |
| Eudaimonia Partners, LLC | 1,853 | $282.5K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,854 | $282.6K | 0.09% | −182−8.9% | Reduced |
| WealthShield Partners, LLC | 1,855 | $282.8K | 0.04% | −121−6.1% | Reduced |
| Tennessee Valley Asset Management Partners | 1,864 | $284.1K | 0.09% | +8+0.4% | Added |
| American Institute for Advanced Investment Management, LLP | 1,817 | $284.3K | 0.26% | +17+0.9% | Added |
| Capital Advisors, Ltd. LLC | 1,869 | $285.0K | 0.04% | +80+4.5% | Added |