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 |
|---|---|---|---|---|---|
| Rbo & Co LLC | 3,000 | $457.3K | 0.08% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,000 | $457.3K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,004 | $457.9K | 0.05% | +117+4.1% | Added |
| Xcel Wealth Management, LLC | 3,006 | $458.3K | 0.18% | +106+3.7% | Added |
| Moloney Securities Asset Management, LLC | 3,013 | $459.3K | 0.08% | −858−22.2% | Reduced |
| Sanders Morris Harris LLC | 3,042 | $463.7K | 0.10% | −1,500−33.0% | Reduced |
| Fidelis Capital Partners, LLC | 3,045 | $464.2K | 0.16% | −178−5.5% | Reduced |
| Schechter Investment Advisors, LLC | 3,045 | $464.3K | 0.04% | −194−6.0% | Reduced |
| Shoker Investment Counsel, Inc. | 3,055 | $465.8K | 0.20% | −11−0.4% | Reduced |
| Cahaba Wealth Management, Inc. | 3,057 | $466.1K | 0.05% | −281−8.4% | Reduced |
| Logan Capital Management Inc | 3,063 | $466.9K | 0.02% | +3,050+23,461.5% | Added |
| Morton Capital Management LLC | 3,064 | $467.1K | 0.17% | 00.0% | Unchanged |
| Boston Research & Management Inc | 3,090 | $471.0K | 0.14% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,094 | $471.6K | 0.09% | +14+0.5% | Added |
| Clarius Group, LLC | 3,103 | $473.0K | 0.05% | −1,090−26.0% | Reduced |
| Good Life Advisors, LLC | 3,103 | $473.1K | 0.05% | −223−6.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,105 | $473.3K | 0.14% | +253+8.9% | Added |
| Beaumont Financial Advisors, LLC | 3,111 | $474.2K | 0.05% | +8+0.3% | Added |
| Landscape Capital Management, L.L.C. | 3,120 | $475.6K | 0.06% | +3,120 | New |
| Berkshire Bank | 3,122 | $475.9K | 0.14% | +126+4.2% | Added |
| Univest Financial Corp | 3,141 | $478.8K | 0.16% | +83+2.7% | Added |
| 9258 Wealth Management, LLC | 3,143 | $479.1K | 0.09% | −10−0.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,147 | $479.7K | 0.39% | −763−19.5% | Reduced |
| Kinneret Advisory, LLC | 3,153 | $480.6K | 0.06% | −2−0.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,170 | $483.0K | 0.16% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 3,173 | $483.7K | 0.01% | +3,173 | New |
| Mosaic Family Wealth Partners, LLC | 3,192 | $486.6K | 0.10% | +12+0.4% | Added |
| Meyer Handelman Co | 3,200 | $487.8K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,217 | $490.4K | 0.21% | +17+0.5% | Added |
| Dopkins Wealth Management, LLC | 3,217 | $490.4K | 0.37% | +3,217 | New |
| MCF Advisors LLC | 3,220 | $490.8K | 0.04% | −50−1.5% | Reduced |
| AFS Financial Group, LLC | 3,220 | $490.9K | 0.34% | +178+5.9% | Added |
| Appleton Partners Inc | 3,243 | $494.0K | 0.04% | −125−3.7% | Reduced |
| Cozad Asset Management Inc | 3,253 | $495.9K | 0.06% | +125+4.0% | Added |
| Spinnaker Trust | 3,254 | $496.0K | 0.04% | −435−11.8% | Reduced |
| Group One Trading, L.P. | 3,278 | $499.7K | 0.02% | −15,626−82.7% | Reduced |
| NorthRock Partners, LLC | 3,281 | $500.2K | 0.05% | +378+13.0% | Added |
| Oakworth Capital, Inc. | 3,282 | $500.3K | 0.05% | −100−3.0% | Reduced |
| One Capital Management, LLC | 3,294 | $502.1K | 0.02% | −376−10.2% | Reduced |
| AlphaStar Capital Management, LLC | 3,307 | $504.2K | 0.06% | +1,995+152.1% | Added |
| Alliance Wealth Advisors, LLC | 3,325 | $506.9K | 0.37% | −60−1.8% | Reduced |
| Mark Stevens | 3,327 | $507.2K | 0.07% | −342−9.3% | Reduced |
| Thomasville National Bank | 3,328 | $507.3K | 0.05% | −55−1.6% | Reduced |
| Community Financial Services Group, LLC | 3,344 | $509.8K | 0.13% | +3,344 | New |
| Wolverine Trading, LLC | 3,347 | $510.2K | 0.01% | +3,347 | New |
| Cito Capital Group, LLC | 3,351 | $511.0K | 0.25% | +3,351 | New |
| Simmons Bank | 3,358 | $511.9K | 0.05% | +234+7.5% | Added |
| Shepherd Financial Partners LLC | 3,363 | $512.7K | 0.08% | +67+2.0% | Added |
| Madison Asset Management, LLC | 3,381 | $515.4K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,402 | $518.6K | 0.24% | +49+1.5% | Added |
| First Hawaiian Bank | 3,407 | $519.4K | 0.02% | +22+0.6% | Added |
| Successful Portfolios LLC | 3,424 | $522.0K | 0.46% | +2+0.1% | Added |
| Summit Global Investments | 3,429 | $523.0K | 0.03% | −15,453−81.8% | Reduced |
| Kades & Cheifetz LLC | 3,453 | $526.4K | 0.42% | +54+1.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,456 | $526.9K | 0.02% | +3,456 | New |
| Hyman Charles D | 3,456 | $527.0K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 3,464 | $528.1K | 0.05% | +1,626+88.5% | Added |
| Advisors Capital Management, LLC | 3,475 | $530.0K | 0.01% | +74+2.2% | Added |
| Sherbrooke Park Advisers LLC | 3,477 | $530.0K | 0.17% | +3,477 | New |
| Mirova US LLC | 3,486 | $531.4K | 0.01% | −17−0.5% | Reduced |
| Pallas Capital Advisors LLC | 3,267 | $531.7K | 0.03% | +1,928+144.0% | Added |
| Avidian Wealth Solutions, LLC | 3,499 | $533.3K | 0.04% | +301+9.4% | Added |
| Harbert Fund Advisors, Inc. | 3,500 | $533.5K | 0.38% | +3,500 | New |
| Principal Street Partners, LLC | 3,539 | $539.5K | 0.11% | −495−12.3% | Reduced |
| Transcend Wealth Collective, LLC | 3,555 | $541.9K | 0.05% | +7+0.2% | Added |
| Tucker Asset Management LLC | 3,557 | $542.3K | 0.14% | +1,385+63.8% | Added |
| KPP Advisory Services LLC | 3,599 | $548.6K | 0.18% | +3,599 | New |
| Wealthsource Partners, LLC | 3,601 | $548.9K | 0.04% | −178−4.7% | Reduced |
| King Wealth | 3,609 | $550.0K | 0.12% | +17+0.5% | Added |
| Ronald Blue Trust, Inc. | 3,192 | $553.0K | 0.01% | +169+5.6% | Added |
| International Assets Investment Management, LLC | 3,595 | $555.2K | 0.08% | −6−0.2% | Reduced |
| Solidarilty Wealth, LLC | 3,642 | $555.2K | 0.20% | −51−1.4% | Reduced |
| Linscomb & Williams, Inc. | 3,683 | $561.4K | 0.03% | −50−1.3% | Reduced |
| Bluesphere Advisors, LLC | 3,696 | $563.4K | 0.41% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 3,710 | $565.6K | 0.73% | −672−15.3% | Reduced |
| Twin Capital Management Inc | 3,712 | $565.9K | 0.08% | +3,712 | New |
| Orleans Capital Management Corp | 3,717 | $566.6K | 0.42% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,728 | $568.3K | 0.08% | +22+0.6% | Added |
| NEOS Investment Management LLC | 3,729 | $568.4K | 0.07% | +3,729 | New |
| NCM Capital Management, LLC | 3,737 | $569.7K | 0.41% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,746 | $571.0K | 0.08% | −223−5.6% | Reduced |
| SL Advisors, LLC | 3,747 | $571.2K | 1.25% | −40−1.1% | Reduced |
| ICA Group Wealth Management, LLC | 3,750 | $571.5K | 0.16% | +203+5.7% | Added |
| Richwood Investment Advisors, LLC | 3,753 | $572.0K | 0.58% | −50−1.3% | Reduced |
| Steel Peak Wealth Management LLC | 3,758 | $572.9K | 0.04% | −100−2.6% | Reduced |
| MONECO Advisors, LLC | 3,778 | $575.8K | 0.16% | +52+1.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 3,778 | $575.9K | 0.29% | +3,778 | New |
| Park Avenue Securities LLC | 3,791 | $578.0K | 0.01% | +3,791 | New |
| Nikulski Financial, Inc. | 3,795 | $578.5K | 0.24% | −39−1.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,835 | $584.6K | 0.02% | −268−6.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,850 | $586.9K | 0.16% | 00.0% | Unchanged |
| Bank Ozk | 3,860 | $588.4K | 0.32% | −200−4.9% | Reduced |
| Notis-McConarty Edward | 3,875 | $590.7K | 0.24% | −25−0.6% | Reduced |
| Financial Advocates Investment Management | 3,881 | $591.5K | 0.04% | +65+1.7% | Added |
| Wesbanco Bank Inc | 3,903 | $595.0K | 0.03% | +375+10.6% | Added |
| Verus Capital Partners, LLC | 3,942 | $600.9K | 0.08% | +531+15.6% | Added |
| Equitable Trust Co | 3,947 | $601.7K | 0.05% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 3,965 | $604.4K | 0.06% | −50−1.2% | Reduced |
| First National Bank of Hutchinson | 3,974 | $605.8K | 0.46% | +96+2.5% | Added |
| J.W. Cole Advisors, Inc. | 3,986 | $607.6K | 0.04% | +76+1.9% | Added |