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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 5,947 | $906.6K | 0.04% | +50+0.8% | Added |
| Welch Group, LLC | 5,925 | $903.2K | 0.05% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 5,913 | $901.4K | 1.51% | −130−2.2% | Reduced |
| FourThought Financial Partners, LLC | 5,892 | $898.2K | 0.13% | −209−3.4% | Reduced |
| Quadrant Capital Group LLC | 5,840 | $890.3K | 0.09% | +355+6.5% | Added |
| Capital Planning LLC | 5,800 | $884.2K | 0.35% | 00.0% | Unchanged |
| Portman Square Capital LLP | 5,798 | $883.8K | 0.12% | +5,798 | New |
| Tobam | 5,779 | $881.0K | 0.07% | +3,314+134.4% | Added |
| Pekin Hardy Strauss, Inc. | 5,777 | $880.6K | 0.14% | −150−2.5% | Reduced |
| MRP Capital Investments, LLC | 13,183 | $879.5K | 0.98% | +7,163+119.0% | Added |
| Hilltop Holdings Inc. | 5,743 | $875.4K | 0.11% | +5+0.1% | Added |
| Old National Bancorp | 5,727 | $873.0K | 0.03% | −281−4.7% | Reduced |
| Moody National Bank Trust Division | 5,710 | $870.4K | 0.06% | −94−1.6% | Reduced |
| Financial Advisory Service, Inc. | 5,707 | $870.0K | 0.09% | −215−3.6% | Reduced |
| Welch & Forbes LLC | 5,672 | $864.6K | 0.01% | −211−3.6% | Reduced |
| Heritage Wealth Advisors | 5,666 | $863.8K | 0.05% | −1,628−22.3% | Reduced |
| Detalus Advisors, LLC | 5,652 | $861.5K | 0.40% | −135−2.3% | Reduced |
| Wealthspire Advisors, LLC | 5,632 | $858.5K | 0.01% | +1,328+30.9% | Added |
| Kovack Advisors, Inc. | 5,620 | $856.7K | 0.12% | −4−0.1% | Reduced |
| Westover Capital Advisors, LLC | 5,610 | $855.2K | 0.31% | −196−3.4% | Reduced |
| Founders Financial Securities LLC | 5,591 | $852.3K | 0.11% | +315+6.0% | Added |
| Tandem Capital Management Corp | 5,577 | $850.2K | 0.58% | +1,752+45.8% | Added |
| MTM Investment Management, LLC | 5,573 | $849.5K | 0.43% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 5,561 | $847.7K | 0.17% | −249−4.3% | Reduced |
| Chicago Capital, LLC | 5,553 | $846.4K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 5,550 | $846.0K | 0.38% | −253−4.4% | Reduced |
| Qtron Investments LLC | 5,550 | $846.0K | 0.16% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,549 | $845.9K | 0.08% | −24−0.4% | Reduced |
| Fca Corp | 5,537 | $844.0K | 0.31% | +363+7.0% | Added |
| Segment Wealth Management, LLC | 5,524 | $842.1K | 0.09% | −62,100−91.8% | Reduced |
| Monument Capital Management | 5,523 | $842.0K | 0.28% | −15,494−73.7% | Reduced |
| Fox Run Management, L.L.C. | 5,499 | $838.3K | 0.25% | +5,499 | New |
| Clear Creek Financial Management, LLC | 5,498 | $838.0K | 0.15% | +461+9.2% | Added |
| South State Corp. | 5,495 | $837.7K | 0.08% | +51+0.9% | Added |
| Brighton Jones LLC | 5,495 | $837.6K | 0.04% | +231+4.4% | Added |
| Summit Trail Advisors, LLC | 5,479 | $835.2K | 0.03% | −247−4.3% | Reduced |
| SOL Capital Management CO | 5,450 | $831.0K | 0.13% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 5,410 | $824.8K | 0.06% | +733+15.7% | Added |
| TCM Advisors, LLC | – | $823.2K | 0.74% | – | – |
| IFP Advisors, Inc | 5,384 | $821.1K | 0.04% | −10,703−66.5% | Reduced |
| Edge Capital Group, LLC | 5,375 | $819.4K | 0.05% | −506−8.6% | Reduced |
| Symmetry Partners, LLC | 5,353 | $816.0K | 0.04% | −588−9.9% | Reduced |
| Cornerstone Wealth Management, LLC | 5,331 | $812.7K | 0.08% | +2,228+71.8% | Added |
| Corundum Group, Inc. | 5,325 | $811.7K | 0.46% | −747−12.3% | Reduced |
| Essex Financial Services, Inc. | 5,303 | $808.4K | 0.09% | +20.0% | Added |
| Clearstead Advisors, LLC | 5,255 | $801.1K | 0.05% | +2,133+68.3% | Added |
| Valmark Advisers, Inc. | 5,252 | $800.7K | 0.02% | −4,733−47.4% | Reduced |
| RDA Financial Network | 5,234 | $797.9K | 0.35% | +222+4.4% | Added |
| Mengis Capital Management, Inc. | 5,229 | $797.1K | 0.17% | 00.0% | Unchanged |
| Duality Advisers, LP | 5,197 | $792.2K | 0.10% | +5,197 | New |
| Mirabella Financial Services LLP | 5,180 | $789.6K | 0.11% | +3,824+282.0% | Added |
| Fulton Bank, N.A. | 5,170 | $788.1K | 0.04% | +176+3.5% | Added |
| Gyroscope Capital Management Group, LLC | 5,153 | $785.5K | 0.18% | +184+3.7% | Added |
| RSM US Wealth Management LLC | 5,140 | $783.5K | 0.03% | −40−0.8% | Reduced |
| Financial Network Wealth Management LLC | 5,175 | $782.0K | 0.38% | +200+4.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,093 | $776.4K | 0.42% | +1,000+24.4% | Added |
| Virtu Financial LLC | 5,077 | $774.0K | 0.08% | +5,077 | New |
| Mainstay Capital Management LLC | 5,009 | $763.6K | 0.16% | −1,132−18.4% | Reduced |
| Gladstone Institutional Advisory LLC | 5,001 | $762.4K | 0.05% | −241−4.6% | 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 |
| Tempus Wealth Planning, LLC | 4,967 | $757.2K | 0.38% | −1,800−26.6% | Reduced |
| Strategic Blueprint, LLC | 4,922 | $750.3K | 0.07% | −32−0.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,910 | $748.5K | 0.07% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,937 | $747.0K | 0.18% | +944+23.6% | Added |
| Resources Investment Advisors, LLC. | 4,880 | $744.0K | 0.02% | +1,246+34.3% | Added |
| Trium Capital LLP | 4,876 | $743.0K | 0.01% | −128−2.6% | Reduced |
| WR Wealth Planners, LLC | 4,872 | $742.7K | 0.28% | +130+2.7% | Added |
| Bank of Nova Scotia Trust Co | 4,845 | $738.6K | 0.09% | −1,720−26.2% | Reduced |
| Sonnipe Ltd | 4,822 | $735.1K | 0.11% | −218−4.3% | Reduced |
| Gateway Wealth Partners, LLC | 4,781 | $728.9K | 0.13% | −38−0.8% | Reduced |
| Werlinich Asset Management, LLC | 4,761 | $725.7K | 0.60% | +91+1.9% | Added |
| Renaissance Group LLC | 4,758 | $725.3K | 0.03% | −182,685−97.5% | Reduced |
| KWB Wealth | 4,136 | $717.2K | 0.12% | −278−6.3% | Reduced |
| World Equity Group, Inc. | 4,699 | $716.4K | 0.15% | −661−12.3% | Reduced |
| Country Club Bank | 4,631 | $715.2K | 0.06% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,686 | $714.3K | 0.29% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 4,672 | $713.6K | 0.36% | +751+19.2% | Added |
| HM Payson & Co | 4,658 | $710.1K | 0.02% | +481+11.5% | Added |
| WealthTrust Axiom LLC | 4,657 | $710.1K | 0.26% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,648 | $708.5K | 0.09% | −1,614−25.8% | Reduced |
| Dempze Nancy E | 4,625 | $705.0K | 0.63% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,623 | $704.9K | 0.04% | +3+0.1% | Added |
| V-Square Quantitative Management LLC | 4,581 | $698.3K | 0.31% | +1,393+43.7% | Added |
| Daymark Wealth Partners, LLC | 4,569 | $696.5K | 0.05% | −644−12.4% | Reduced |
| J. W. Coons Advisors, LLC | 4,550 | $693.6K | 0.20% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,545 | $692.9K | 0.60% | +998+28.1% | Added |
| XML Financial, LLC | 4,544 | $692.8K | 0.08% | +341+8.1% | Added |
| IMS Capital Management | 4,542 | $692.4K | 0.41% | −57−1.2% | Reduced |
| Oak Thistle LLC | 4,535 | $691.3K | 0.20% | +2,860+170.7% | Added |
| Clare Market Investments LLC | 4,521 | $689.2K | 0.27% | −6−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 4,521 | $689.1K | 0.02% | −918−16.9% | Reduced |
| MidWestOne Financial Group, Inc. | 4,499 | $685.7K | 0.16% | −391−8.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,495 | $685.3K | 0.25% | +4,495 | New |
| Norris Perne & French LLP | 4,492 | $684.8K | 0.06% | −5−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,482 | $683.3K | 0.15% | +10+0.2% | Added |
| Mainsail Financial Group, LLC | 4,511 | $682.2K | 0.62% | −446−9.0% | Reduced |
| GW Henssler & Associates Ltd | 4,465 | $680.6K | 0.05% | −20.0% | Reduced |
| Montecito Bank & Trust | 4,449 | $678.2K | 0.16% | −51−1.1% | Reduced |