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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 1,882 | $286.9K | 0.01% | +1,882 | New |
| Southland Equity Partners LLC | 1,883 | $287.0K | 0.10% | +68+3.7% | Added |
| Beese Fulmer Investment Management, Inc. | 1,884 | $287.2K | 0.03% | −200−9.6% | Reduced |
| Johnson Financial Group, Inc. | 1,884 | $287.2K | 0.02% | +369+24.4% | Added |
| First Financial Corp | 1,891 | $288.3K | 0.17% | +1,191+170.1% | Added |
| Patron Partners Advisors, LLC | 1,892 | $288.4K | 0.21% | −1−0.1% | Reduced |
| WESPAC Advisors, LLC | 1,892 | $288.4K | 0.22% | −25−1.3% | Reduced |
| SevenOneSeven Capital Management | 1,682 | $288.8K | 0.67% | −697−29.3% | Reduced |
| AMG National Trust Bank | 1,896 | $289.0K | 0.01% | −80−4.0% | Reduced |
| Crestwood Advisors Group LLC | 1,898 | $289.3K | 0.01% | +297+18.6% | Added |
| Paradigm Asset Management Co LLC | 1,900 | $289.6K | 0.08% | 00.0% | Unchanged |
| Bessemer Securities LLC | 1,911 | $291.0K | 0.40% | −800−29.5% | Reduced |
| Old North State Trust, LLC | 1,910 | $291.0K | 0.23% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,917 | $292.2K | 0.02% | +349+22.3% | Added |
| SkyOak Wealth, LLC | 1,918 | $292.4K | 0.09% | 00.0% | Unchanged |
| Petix & Botte Co | 1,922 | $293.0K | 0.09% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,927 | $293.8K | 0.11% | +240+14.2% | Added |
| Dumont & Blake Investment Advisors LLC | 1,931 | $294.0K | 0.10% | −130−6.3% | Reduced |
| Morris Retirement Advisors, LLC | 1,929 | $294.1K | 0.21% | +81+4.4% | Added |
| PFG Advisors | 1,935 | $295.0K | 0.03% | −25,440−92.9% | Reduced |
| Meridian Wealth Advisors, LLC | 1,937 | $295.3K | 0.07% | +87+4.7% | Added |
| St Germain D J Co Inc | 1,941 | $295.9K | 0.02% | +19+1.0% | Added |
| City State Bank | 1,941 | $296.0K | 0.16% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,943 | $296.2K | 0.21% | −255−11.6% | Reduced |
| Alera Investment Advisors, LLC | 1,948 | $297.0K | 0.05% | −58−2.9% | Reduced |
| Diligent Investors, LLC | 1,952 | $297.5K | 0.09% | +6+0.3% | Added |
| Magnus Financial Group LLC | 1,952 | $297.5K | 0.04% | +8+0.4% | Added |
| CVA Family Office, LLC | 1,960 | $298.8K | 0.07% | +34+1.8% | Added |
| BBR Partners, LLC | 1,974 | $300.9K | 0.03% | +1,974 | New |
| Baker Boyer National Bank | 1,979 | $301.7K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,982 | $302.1K | 0.02% | +188+10.5% | Added |
| Allstate Corp | 1,982 | $302.1K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,984 | $302.4K | 0.05% | −153−7.2% | Reduced |
| Bragg Financial Advisors, Inc | 1,994 | $304.0K | 0.02% | −650−24.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,995 | $304.2K | 0.10% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 1,999 | $304.7K | 0.14% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 2,000 | $304.9K | 0.06% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 1,905 | $304.9K | 0.10% | −11−0.6% | Reduced |
| Geneos Wealth Management Inc. | 2,035 | $310.2K | 0.02% | +507+33.2% | Added |
| Jennison Associates LLC | 2,043 | $311.4K | 0.00% | −65−3.1% | Reduced |
| Smithfield Trust Co | 2,061 | $312.0K | 0.02% | −179−8.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,050 | $312.5K | 0.07% | +390+23.5% | Added |
| Claro Advisors LLC | 2,051 | $312.7K | 0.08% | +191+10.3% | Added |
| Tilia Fiduciary Partners, Inc. | 2,052 | $312.8K | 0.33% | +187+10.0% | Added |
| Wealth Management Partners, LLC | 2,055 | $313.3K | 0.20% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,055 | $313.3K | 0.05% | +314+18.0% | Added |
| Clarity Financial LLC | 2,060 | $314.1K | 0.05% | +20+1.0% | Added |
| Penserra Capital Management LLC | 2,067 | $315.0K | 0.01% | −334−13.9% | Reduced |
| Keel Point, LLC | 2,068 | $315.2K | 0.04% | +54+2.7% | Added |
| Desjardins Global Asset Management Inc. | 2,076 | $316.5K | 0.03% | −548−20.9% | Reduced |
| New Hampshire Trust | 2,078 | $316.8K | 0.09% | −21−1.0% | Reduced |
| Cohen & Steers, Inc. | 2,093 | $319.0K | 0.00% | −118−5.3% | Reduced |
| Sweet Financial Partners, LLC | 2,097 | $319.6K | 0.08% | +20+1.0% | Added |
| First National Bank Sioux Falls | 2,105 | $320.9K | 0.19% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,110 | $322.0K | 0.03% | +85+4.2% | Added |
| Resolute Partners Group | 2,125 | $323.9K | 0.05% | +10+0.5% | Added |
| Delta Financial Group, Inc. | 2,127 | $324.0K | 0.11% | +371+21.1% | Added |
| StoneX Group Inc. | 2,127 | $324.2K | 0.04% | −19−0.9% | Reduced |
| Twinbeech Capital LP | 2,131 | $324.9K | 0.01% | +2,131 | New |
| Sentry Investment Management LLC | 2,140 | $326.0K | 0.16% | −332−13.4% | Reduced |
| Adviser Investments LLC | 2,139 | $326.1K | 0.01% | −123−5.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,140 | $326.2K | 0.09% | +2,140 | New |
| Resolute Wealth Strategies, LLC | 2,143 | $326.6K | 0.24% | −40−1.8% | Reduced |
| Truvestments Capital LLC | 2,168 | $330.6K | 0.17% | −240−10.0% | Reduced |
| JT Stratford LLC | 2,184 | $332.9K | 0.09% | −63−2.8% | Reduced |
| Cutler Group LP | 2,188 | $333.0K | 0.05% | +2,188 | New |
| Terry L. Blaker | 2,194 | $334.5K | 0.03% | −200−8.4% | Reduced |
| Alethea Capital Management, LLC | 2,200 | $335.4K | 0.41% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 2,208 | $336.6K | 0.09% | +45+2.1% | Added |
| Cornerstone Advisory, LLC | 2,208 | $336.6K | 0.06% | −23−1.0% | Reduced |
| Bank of Stockton | 2,077 | $338.2K | 0.13% | −134−6.1% | Reduced |
| Ledyard National Bank | 2,224 | $339.0K | 0.04% | +67+3.1% | Added |
| MPS Loria Financial Planners, LLC | 2,241 | $341.6K | 0.13% | +4+0.2% | Added |
| Insigneo Advisory Services, LLC | 2,277 | $347.1K | 0.07% | +188+9.0% | Added |
| Burney Co | 2,279 | $347.4K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,280 | $347.5K | 0.03% | +126+5.8% | Added |
| Stuart Chaussee & Associates, Inc. | 2,286 | $348.5K | 0.12% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 2,288 | $348.8K | 0.24% | −215−8.6% | Reduced |
| KMG Fiduciary Partners, LLC | 2,289 | $348.9K | 0.05% | −111−4.6% | Reduced |
| Private Capital Management, LLC | 2,304 | $351.2K | 0.04% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 2,305 | $351.4K | 0.24% | −49−2.1% | Reduced |
| Archford Capital Strategies, LLC | 2,305 | $351.4K | 0.07% | −241−9.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,307 | $351.7K | 0.06% | +10.0% | Added |
| Ausdal Financial Partners, Inc. | 2,309 | $352.0K | 0.05% | −89−3.7% | Reduced |
| Hoylecohen, LLC | 2,316 | $353.1K | 0.03% | −122−5.0% | Reduced |
| Shelton Capital Management | 2,319 | $353.5K | 0.01% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 2,320 | $353.7K | 0.14% | −75−3.1% | Reduced |
| Hudock, Inc. | 2,322 | $354.1K | 0.08% | +10.0% | Added |
| Monumental Financial Group Inc. | 2,334 | $355.8K | 0.24% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,338 | $356.4K | 0.35% | +2,338 | New |
| Intrua Financial, LLC | 2,343 | $357.1K | 0.06% | −347−12.9% | Reduced |
| Csenge Advisory Group | 2,343 | $357.2K | 0.02% | +10.0% | Added |
| Prelude Capital Management, LLC | 2,365 | $360.5K | 0.03% | +2,365 | New |
| Delos Wealth Advisors, LLC | 2,300 | $360.6K | 0.44% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,369 | $361.1K | 0.04% | +1,108+87.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,369 | $361.1K | 0.17% | −144−5.7% | Reduced |
| Wellington Shields Capital Management, LLC | 2,370 | $361.3K | 0.05% | +200+9.2% | Added |
| Weinberger Asset Management, Inc | 2,371 | $361.4K | 0.21% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,262 | $362.0K | 0.13% | −292−11.4% | Reduced |
| Alaethes Wealth LLC | 2,384 | $363.4K | 0.20% | 00.0% | Unchanged |