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; 2,379 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 | 2,379 | $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 |
|---|---|---|---|---|---|
| Am Investment Strategies LLC | 2,387 | $364.0K | 0.12% | +350+17.2% | Added |
| Callahan Advisors, LLC | 2,392 | $364.6K | 0.05% | +127+5.6% | Added |
| Syntegra Private Wealth Group, LLC | 2,393 | $364.8K | 0.06% | −116−4.6% | Reduced |
| CWM Advisors, LLC | 2,399 | $365.7K | 0.05% | +90+3.9% | Added |
| Bond & Devick Financial Network, Inc. | 2,400 | $365.9K | 0.24% | 00.0% | Unchanged |
| Conning Inc. | 2,402 | $366.2K | 0.01% | +90+3.9% | Added |
| Glenview Trust Co | 2,409 | $367.2K | 0.01% | +85+3.7% | Added |
| Values First Advisors, Inc. | 2,413 | $367.8K | 0.24% | −113−4.5% | Reduced |
| iA Global Asset Management Inc. | 2,414 | $368.0K | 0.01% | +137+6.0% | Added |
| Sonen Capital LLC | 2,419 | $368.8K | 0.72% | +145+6.4% | Added |
| First Nebraska Trust Co | 2,420 | $368.9K | 0.05% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,421 | $369.1K | 0.11% | +4+0.2% | Added |
| Viawealth, LLC | 2,440 | $372.0K | 0.27% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,448 | $373.2K | 0.02% | +15+0.6% | Added |
| Red Cedar Investment Management, LLC | 2,466 | $375.9K | 0.06% | −8,182−76.8% | Reduced |
| Geneva Partners, LLC | 2,478 | $377.7K | 0.25% | −385−13.4% | Reduced |
| Old Second National Bank of Aurora | 2,478 | $377.7K | 0.11% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,498 | $381.0K | 0.06% | 00.0% | Unchanged |
| Parthenon LLC | 2,500 | $381.1K | 0.06% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,500 | $381.1K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 2,501 | $381.2K | 0.53% | +542+27.7% | Added |
| Vestmark Advisory Solutions, Inc. | 2,503 | $381.6K | 0.03% | −15,691−86.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,517 | $384.0K | 0.05% | −327−11.5% | Reduced |
| Latitude Advisors, LLC | 2,528 | $385.4K | 0.28% | +4+0.2% | Added |
| Wealth Dimensions Group, Ltd. | 2,528 | $385.4K | 0.14% | −75−2.9% | Reduced |
| InterOcean Capital Group, LLC | 2,539 | $387.0K | 0.01% | +200+8.6% | Added |
| Cassia Capital Partners, LLC | 2,546 | $388.1K | 0.32% | +70+2.8% | Added |
| NFP Retirement, Inc. | 2,546 | $388.1K | 0.07% | +60+2.4% | Added |
| Verition Fund Management LLC | 2,550 | $388.7K | 0.01% | +1,200+88.9% | Added |
| Mendel Money Management | 2,554 | $389.3K | 0.21% | +151+6.3% | Added |
| Pitcairn Co | 2,559 | $390.1K | 0.03% | +14+0.6% | Added |
| RMB Capital Management, LLC | 2,571 | $391.9K | 0.01% | −357−12.2% | Reduced |
| Evergreen Capital Management LLC | 2,576 | $392.6K | 0.02% | −155−5.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,581 | $393.0K | 0.26% | −300−10.4% | Reduced |
| Global Assets Advisory, LLC | 2,588 | $394.5K | 0.35% | −12−0.5% | Reduced |
| Gryphon Financial Partners LLC | 2,594 | $395.4K | 0.09% | +576+28.5% | Added |
| Ti-Trust, Inc | 2,603 | $396.8K | 0.38% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 2,604 | $397.0K | 0.06% | +2+0.1% | Added |
| David Loasby | 2,592 | $399.1K | 0.04% | −416−13.8% | Reduced |
| KRS Capital Management, LLC | 2,620 | $399.4K | 0.43% | −31−1.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,638 | $402.1K | 0.04% | −206−7.2% | Reduced |
| Adell Harriman & Carpenter Inc | 2,638 | $402.1K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,638 | $402.2K | 0.24% | −42−1.6% | Reduced |
| Hohimer Wealth Management, LLC | 2,650 | $404.0K | 0.12% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,652 | $404.3K | 0.07% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,657 | $405.0K | 0.09% | +95+3.7% | Added |
| FineMark National Bank & Trust | 2,658 | $405.2K | 0.02% | +1,007+61.0% | Added |
| Gs Investments, Inc. | 2,675 | $407.8K | 0.23% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,512 | $408.8K | 0.37% | +29+1.2% | Added |
| Fukoku Mutual Life Insurance Co | 2,682 | $408.8K | 0.04% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 2,689 | $409.9K | 0.13% | −22−0.8% | Reduced |
| Amica Retiree Medical Trust | 2,690 | $410.0K | 0.48% | +758+39.2% | Added |
| Joel Isaacson & Co., LLC | 2,694 | $410.7K | 0.03% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,703 | $412.0K | 0.15% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,706 | $412.5K | 0.22% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,707 | $412.7K | 0.06% | +87+3.3% | Added |
| Atwood & Palmer Inc | 2,707 | $412.7K | 0.04% | 00.0% | Unchanged |
| CSM Advisors, LLC | 2,719 | $414.0K | 0.04% | −1,100−28.8% | Reduced |
| NSI Retail Advisors, LLC | 2,719 | $414.0K | 0.09% | −1,100−28.8% | Reduced |
| Foundations Investment Advisors, LLC | 2,722 | $415.0K | 0.01% | +1,407+107.0% | Added |
| Putnam Investments LLC | 2,726 | $415.6K | 0.00% | −19,049−87.5% | Reduced |
| CAPROCK Group, Inc. | 2,747 | $418.9K | 0.03% | +11+0.4% | Added |
| Per Stirling Capital Management, LLC. | 2,750 | $419.2K | 0.09% | +2+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,750 | $419.2K | 0.06% | −155−5.3% | Reduced |
| Clearview Wealth Advisors LLC | 2,757 | $420.3K | 0.52% | −68−2.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,483 | $420.5K | 0.10% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,764 | $421.3K | 0.19% | −1,588−36.5% | Reduced |
| Forum Financial Management, LP | 2,767 | $421.8K | 0.01% | +19+0.7% | Added |
| Lester Murray Antman dba SimplyRich | 2,773 | $422.0K | 0.20% | −10.0% | Reduced |
| ABN AMRO Bank N.V. | 2,772 | $423.2K | 0.01% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,777 | $423.4K | 0.03% | +9+0.3% | Added |
| Primoris Wealth Advisors, LLC | 2,808 | $428.1K | 0.52% | −100−3.4% | Reduced |
| Northwest Investment Counselors, LLC | 2,812 | $428.7K | 0.12% | +32+1.2% | Added |
| Independent Solutions Wealth Management, LLC | 2,814 | $429.0K | 0.12% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $429.4K | 0.28% | 00.0% | Unchanged |
| Truadvice, LLC | 2,524 | $433.5K | 0.17% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 2,860 | $436.0K | 0.20% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,875 | $438.3K | 0.17% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,878 | $438.7K | 0.11% | +140+5.1% | Added |
| Marble Harbor Investment Counsel, LLC | 2,878 | $438.7K | 0.06% | +155+5.7% | Added |
| Forza Wealth Management, LLC | 2,902 | $442.4K | 0.23% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,907 | $443.1K | 0.02% | +48+1.7% | Added |
| SlateStone Wealth, LLC | 2,913 | $444.0K | 0.06% | −131−4.3% | Reduced |
| AlphaCore Capital LLC | 2,918 | $444.8K | 0.07% | +231+8.6% | Added |
| Meridian Financial, LLC | 2,922 | $445.4K | 0.41% | −300−9.3% | Reduced |
| Roman Butler Fullerton & Co | 2,808 | $445.9K | 0.21% | +724+34.7% | Added |
| Syon Capital LLC | 2,929 | $446.5K | 0.06% | +2,929 | New |
| Nwam LLC | 2,931 | $446.9K | 0.05% | −195−6.2% | Reduced |
| TrinityPoint Wealth, LLC | 2,933 | $447.0K | 0.09% | +2+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,945 | $449.0K | 0.02% | −246−7.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,947 | $449.2K | 0.16% | +33+1.1% | Added |
| Two Sigma Securities, LLC | 2,947 | $449.2K | 0.02% | +2,947 | New |
| Guardian Wealth Advisors, LLC | 2,954 | $450.2K | 0.08% | −143−4.6% | Reduced |
| SRB Corp | 2,956 | $450.6K | 0.03% | +2,956 | New |
| Great Lakes Retirement, Inc. | 2,962 | $451.6K | 0.08% | −370−11.1% | Reduced |
| Tradition Wealth Management, LLC | 2,964 | $452.0K | 0.05% | −318−9.7% | Reduced |
| Arden Trust Co | 2,966 | $452.1K | 0.08% | −760−20.4% | Reduced |
| Mechanics Financial Corp | 2,971 | $452.9K | 0.25% | −35−1.2% | Reduced |
| CMG Global Holdings, LLC | 2,974 | $453.4K | 0.39% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,977 | $453.8K | 0.01% | −600−16.8% | Reduced |