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 |
|---|---|---|---|---|---|
| Kennedy Investment Group | 3,997 | $609.3K | 0.37% | +119+3.1% | Added |
| Options Solutions, LLC | 4,002 | $610.0K | 0.70% | −399−9.1% | Reduced |
| Portside Wealth Group, LLC | 4,041 | $611.0K | 0.12% | +306+8.2% | Added |
| NBC Securities, Inc. | 4,021 | $613.0K | 0.07% | +4,021 | New |
| Retirement Planning Co of New England, Inc. | 4,041 | $616.1K | 0.34% | +4,041 | New |
| Fiera Capital Corp | 4,050 | $617.4K | 0.00% | −2,410−37.3% | Reduced |
| Stony Point Wealth Management Inc. | 3,946 | $621.4K | 0.32% | −162−3.9% | Reduced |
| Douglas Lane & Associates, LLC | 4,083 | $622.4K | 0.01% | −150−3.5% | Reduced |
| Aberdeen Wealth Management LLC | 4,085 | $622.7K | 0.47% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,116 | $627.4K | 0.20% | +5+0.1% | Added |
| Tradewinds, LLC. | 4,118 | $627.7K | 0.37% | −45−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 4,129 | $629.4K | 0.02% | −62−1.5% | Reduced |
| NBT Bank N A | 4,130 | $629.6K | 0.06% | +2,286+124.0% | Added |
| Avantax Planning Partners, Inc. | 4,131 | $629.8K | 0.03% | −200−4.6% | Reduced |
| Choate Investment Advisors | 4,132 | $629.9K | 0.02% | +840+25.5% | Added |
| Independence Bank of Kentucky | 4,135 | $630.3K | 0.27% | −32−0.8% | Reduced |
| RW Investment Management LLC | 4,144 | $631.7K | 0.11% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 4,150 | $632.7K | 0.28% | −187−4.3% | Reduced |
| Jump Financial, LLC | 4,156 | $633.5K | 0.02% | +4,156 | New |
| RMR Wealth Builders | 4,179 | $637.1K | 0.10% | +2,808+204.8% | Added |
| Community Bank, N.A. | 4,182 | $637.5K | 0.09% | −30−0.7% | Reduced |
| Integrated Advisors Network LLC | 4,184 | $637.9K | 0.04% | −34−0.8% | Reduced |
| Mayflower Financial Advisors, LLC | 4,187 | $638.3K | 0.10% | −796−16.0% | Reduced |
| Capital Investment Advisory Services, LLC | 4,198 | $640.0K | 0.06% | −1,630−28.0% | Reduced |
| Great Lakes Advisors, LLC | 4,206 | $641.2K | 0.01% | −71−1.7% | Reduced |
| Busey Wealth Management | 4,209 | $641.6K | 0.03% | −2,558−37.8% | Reduced |
| McDonald Partners LLC | 4,212 | $642.1K | 0.21% | −709−14.4% | Reduced |
| Arete Wealth Advisors, LLC | 4,236 | $645.7K | 0.11% | −3,986−48.5% | Reduced |
| Empowered Funds, LLC | 4,239 | $646.2K | 0.02% | +901+27.0% | Added |
| Granite Bay Wealth Management, LLC | 3,999 | $647.0K | 0.01% | +3,999 | New |
| Profund Advisors LLC | 4,250 | $647.9K | 0.04% | −170−3.8% | Reduced |
| Cypress Asset Management Inc | 4,306 | $648.8K | 0.22% | +50+1.2% | Added |
| MMBG Investment Advisors Co. | 4,260 | $649.4K | 0.08% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $650.0K | 0.56% | – | – |
| STAR Financial Bank | 4,275 | $651.7K | 0.67% | −360−7.8% | Reduced |
| First Foundation Advisors | 4,279 | $652.3K | 0.03% | +112+2.7% | Added |
| Inspirion Wealth Advisors, LLC | 4,285 | $653.2K | 0.13% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 4,294 | $654.6K | 0.76% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 4,290 | $654.6K | 0.49% | +124+3.0% | Added |
| Coastal Investment Advisors, Inc. | 3,792 | $657.6K | 0.15% | −663−14.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,315 | $657.7K | 0.03% | −111−2.5% | Reduced |
| Cigna Investments Inc | 4,333 | $660.0K | 0.15% | −567−11.6% | Reduced |
| Wedmont Private Capital | 4,203 | $661.8K | 0.07% | +369+9.6% | Added |
| NewEdge Wealth, LLC | 4,365 | $665.4K | 0.02% | +373+9.3% | Added |
| Axxcess Wealth Management, LLC | 4,375 | $666.9K | 0.02% | −90−2.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,375 | $667.0K | 0.16% | +373+9.3% | Added |
| RFG Advisory, LLC | 4,394 | $669.8K | 0.03% | +1,126+34.5% | Added |
| MWA Asset Management | 4,397 | $670.3K | 0.65% | +4,397 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,428 | $675.0K | 0.09% | +228+5.4% | Added |
| BKD Wealth Advisors, LLC | 4,436 | $676.2K | 0.02% | −68−1.5% | Reduced |
| Montecito Bank & Trust | 4,449 | $678.2K | 0.16% | −51−1.1% | Reduced |
| GW Henssler & Associates Ltd | 4,465 | $680.6K | 0.05% | −20.0% | Reduced |
| Mainsail Financial Group, LLC | 4,511 | $682.2K | 0.62% | −446−9.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,482 | $683.3K | 0.15% | +10+0.2% | Added |
| Norris Perne & French LLP | 4,492 | $684.8K | 0.06% | −5−0.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,495 | $685.3K | 0.25% | +4,495 | New |
| MidWestOne Financial Group, Inc. | 4,499 | $685.7K | 0.16% | −391−8.0% | Reduced |
| Moneta Group Investment Advisors LLC | 4,521 | $689.1K | 0.02% | −918−16.9% | Reduced |
| Clare Market Investments LLC | 4,521 | $689.2K | 0.27% | −6−0.1% | Reduced |
| Oak Thistle LLC | 4,535 | $691.3K | 0.20% | +2,860+170.7% | Added |
| IMS Capital Management | 4,542 | $692.4K | 0.41% | −57−1.2% | Reduced |
| XML Financial, LLC | 4,544 | $692.8K | 0.08% | +341+8.1% | Added |
| Wealth Quarterback LLC | 4,545 | $692.9K | 0.60% | +998+28.1% | Added |
| J. W. Coons Advisors, LLC | 4,550 | $693.6K | 0.20% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,569 | $696.5K | 0.05% | −644−12.4% | Reduced |
| V-Square Quantitative Management LLC | 4,581 | $698.3K | 0.31% | +1,393+43.7% | Added |
| Advisory Alpha, LLC | 4,623 | $704.9K | 0.04% | +3+0.1% | Added |
| Dempze Nancy E | 4,625 | $705.0K | 0.63% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,648 | $708.5K | 0.09% | −1,614−25.8% | Reduced |
| WealthTrust Axiom LLC | 4,657 | $710.1K | 0.26% | 00.0% | Unchanged |
| HM Payson & Co | 4,658 | $710.1K | 0.02% | +481+11.5% | Added |
| Algebris (UK) Ltd | 4,672 | $713.6K | 0.36% | +751+19.2% | Added |
| High Net Worth Advisory Group LLC | 4,686 | $714.3K | 0.29% | 00.0% | Unchanged |
| Country Club Bank | 4,631 | $715.2K | 0.06% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,699 | $716.4K | 0.15% | −661−12.3% | Reduced |
| KWB Wealth | 4,136 | $717.2K | 0.12% | −278−6.3% | Reduced |
| Renaissance Group LLC | 4,758 | $725.3K | 0.03% | −182,685−97.5% | Reduced |
| Werlinich Asset Management, LLC | 4,761 | $725.7K | 0.60% | +91+1.9% | Added |
| Gateway Wealth Partners, LLC | 4,781 | $728.9K | 0.13% | −38−0.8% | Reduced |
| Sonnipe Ltd | 4,822 | $735.1K | 0.11% | −218−4.3% | Reduced |
| Bank of Nova Scotia Trust Co | 4,845 | $738.6K | 0.09% | −1,720−26.2% | Reduced |
| WR Wealth Planners, LLC | 4,872 | $742.7K | 0.28% | +130+2.7% | Added |
| Trium Capital LLP | 4,876 | $743.0K | 0.01% | −128−2.6% | Reduced |
| Resources Investment Advisors, LLC. | 4,880 | $744.0K | 0.02% | +1,246+34.3% | Added |
| Symphony Financial, Ltd. Co. | 4,937 | $747.0K | 0.18% | +944+23.6% | Added |
| BOK Financial Private Wealth, Inc. | 4,910 | $748.5K | 0.07% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,922 | $750.3K | 0.07% | −32−0.6% | Reduced |
| Tempus Wealth Planning, LLC | 4,967 | $757.2K | 0.38% | −1,800−26.6% | Reduced |
| Barbara Oil Co. | 5,000 | $762.2K | 0.36% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,000 | $762.2K | 0.24% | 00.0% | Unchanged |
| Toews Corp | 5,000 | $762.2K | 0.46% | +5,000 | New |
| Gladstone Institutional Advisory LLC | 5,001 | $762.4K | 0.05% | −241−4.6% | Reduced |
| Mainstay Capital Management LLC | 5,009 | $763.6K | 0.16% | −1,132−18.4% | Reduced |
| Virtu Financial LLC | 5,077 | $774.0K | 0.08% | +5,077 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,093 | $776.4K | 0.42% | +1,000+24.4% | Added |
| Financial Network Wealth Management LLC | 5,175 | $782.0K | 0.38% | +200+4.0% | Added |
| RSM US Wealth Management LLC | 5,140 | $783.5K | 0.03% | −40−0.8% | Reduced |
| Gyroscope Capital Management Group, LLC | 5,153 | $785.5K | 0.18% | +184+3.7% | Added |
| Fulton Bank, N.A. | 5,170 | $788.1K | 0.04% | +176+3.5% | Added |
| Mirabella Financial Services LLP | 5,180 | $789.6K | 0.11% | +3,824+282.0% | Added |