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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 4,436 | $676.2K | 0.02% | −68−1.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,428 | $675.0K | 0.09% | +228+5.4% | Added |
| MWA Asset Management | 4,397 | $670.3K | 0.65% | +4,397 | New |
| RFG Advisory, LLC | 4,394 | $669.8K | 0.03% | +1,126+34.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,375 | $667.0K | 0.16% | +373+9.3% | Added |
| Axxcess Wealth Management, LLC | 4,375 | $666.9K | 0.02% | −90−2.0% | Reduced |
| NewEdge Wealth, LLC | 4,365 | $665.4K | 0.02% | +373+9.3% | Added |
| Wedmont Private Capital | 4,203 | $661.8K | 0.07% | +369+9.6% | Added |
| Cigna Investments Inc | 4,333 | $660.0K | 0.15% | −567−11.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,315 | $657.7K | 0.03% | −111−2.5% | Reduced |
| Coastal Investment Advisors, Inc. | 3,792 | $657.6K | 0.15% | −663−14.9% | Reduced |
| HF Advisory Group, LLC | 4,290 | $654.6K | 0.49% | +124+3.0% | Added |
| Wulff, Hansen & Co. | 4,294 | $654.6K | 0.76% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,285 | $653.2K | 0.13% | 00.0% | Unchanged |
| First Foundation Advisors | 4,279 | $652.3K | 0.03% | +112+2.7% | Added |
| STAR Financial Bank | 4,275 | $651.7K | 0.67% | −360−7.8% | Reduced |
| Live Oak Investment Partners | – | $650.0K | 0.56% | – | – |
| MMBG Investment Advisors Co. | 4,260 | $649.4K | 0.08% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 4,306 | $648.8K | 0.22% | +50+1.2% | Added |
| Profund Advisors LLC | 4,250 | $647.9K | 0.04% | −170−3.8% | Reduced |
| Granite Bay Wealth Management, LLC | 3,999 | $647.0K | 0.01% | +3,999 | New |
| Empowered Funds, LLC | 4,239 | $646.2K | 0.02% | +901+27.0% | Added |
| Arete Wealth Advisors, LLC | 4,236 | $645.7K | 0.11% | −3,986−48.5% | Reduced |
| McDonald Partners LLC | 4,212 | $642.1K | 0.21% | −709−14.4% | Reduced |
| Busey Wealth Management | 4,209 | $641.6K | 0.03% | −2,558−37.8% | Reduced |
| Great Lakes Advisors, LLC | 4,206 | $641.2K | 0.01% | −71−1.7% | Reduced |
| Capital Investment Advisory Services, LLC | 4,198 | $640.0K | 0.06% | −1,630−28.0% | Reduced |
| Mayflower Financial Advisors, LLC | 4,187 | $638.3K | 0.10% | −796−16.0% | Reduced |
| Integrated Advisors Network LLC | 4,184 | $637.9K | 0.04% | −34−0.8% | Reduced |
| Community Bank, N.A. | 4,182 | $637.5K | 0.09% | −30−0.7% | Reduced |
| RMR Wealth Builders | 4,179 | $637.1K | 0.10% | +2,808+204.8% | Added |
| Jump Financial, LLC | 4,156 | $633.5K | 0.02% | +4,156 | New |
| Founders Financial Alliance, LLC | 4,150 | $632.7K | 0.28% | −187−4.3% | Reduced |
| RW Investment Management LLC | 4,144 | $631.7K | 0.11% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,135 | $630.3K | 0.27% | −32−0.8% | Reduced |
| Choate Investment Advisors | 4,132 | $629.9K | 0.02% | +840+25.5% | Added |
| Avantax Planning Partners, Inc. | 4,131 | $629.8K | 0.03% | −200−4.6% | Reduced |
| NBT Bank N A | 4,130 | $629.6K | 0.06% | +2,286+124.0% | Added |
| Exchange Traded Concepts, LLC | 4,129 | $629.4K | 0.02% | −62−1.5% | Reduced |
| Tradewinds, LLC. | 4,118 | $627.7K | 0.37% | −45−1.1% | Reduced |
| Regatta Capital Group, LLC | 4,116 | $627.4K | 0.20% | +5+0.1% | Added |
| Aberdeen Wealth Management LLC | 4,085 | $622.7K | 0.47% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 4,083 | $622.4K | 0.01% | −150−3.5% | Reduced |
| Stony Point Wealth Management Inc. | 3,946 | $621.4K | 0.32% | −162−3.9% | Reduced |
| Fiera Capital Corp | 4,050 | $617.4K | 0.00% | −2,410−37.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,041 | $616.1K | 0.34% | +4,041 | New |
| NBC Securities, Inc. | 4,021 | $613.0K | 0.07% | +4,021 | New |
| Portside Wealth Group, LLC | 4,041 | $611.0K | 0.12% | +306+8.2% | Added |
| Options Solutions, LLC | 4,002 | $610.0K | 0.70% | −399−9.1% | Reduced |
| Kennedy Investment Group | 3,997 | $609.3K | 0.37% | +119+3.1% | Added |
| J.W. Cole Advisors, Inc. | 3,986 | $607.6K | 0.04% | +76+1.9% | Added |
| First National Bank of Hutchinson | 3,974 | $605.8K | 0.46% | +96+2.5% | Added |
| Tributary Capital Management, LLC | 3,965 | $604.4K | 0.06% | −50−1.2% | Reduced |
| Equitable Trust Co | 3,947 | $601.7K | 0.05% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,942 | $600.9K | 0.08% | +531+15.6% | Added |
| Wesbanco Bank Inc | 3,903 | $595.0K | 0.03% | +375+10.6% | Added |
| Financial Advocates Investment Management | 3,881 | $591.5K | 0.04% | +65+1.7% | Added |
| Notis-McConarty Edward | 3,875 | $590.7K | 0.24% | −25−0.6% | Reduced |
| Bank Ozk | 3,860 | $588.4K | 0.32% | −200−4.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,850 | $586.9K | 0.16% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,835 | $584.6K | 0.02% | −268−6.5% | Reduced |
| Nikulski Financial, Inc. | 3,795 | $578.5K | 0.24% | −39−1.0% | Reduced |
| Park Avenue Securities LLC | 3,791 | $578.0K | 0.01% | +3,791 | New |
| McElhenny Sheffield Capital Management, LLC | 3,778 | $575.9K | 0.29% | +3,778 | New |
| MONECO Advisors, LLC | 3,778 | $575.8K | 0.16% | +52+1.4% | Added |
| Steel Peak Wealth Management LLC | 3,758 | $572.9K | 0.04% | −100−2.6% | Reduced |
| Richwood Investment Advisors, LLC | 3,753 | $572.0K | 0.58% | −50−1.3% | Reduced |
| ICA Group Wealth Management, LLC | 3,750 | $571.5K | 0.16% | +203+5.7% | Added |
| SL Advisors, LLC | 3,747 | $571.2K | 1.25% | −40−1.1% | Reduced |
| Kathmere Capital Management, LLC | 3,746 | $571.0K | 0.08% | −223−5.6% | Reduced |
| NCM Capital Management, LLC | 3,737 | $569.7K | 0.41% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 3,729 | $568.4K | 0.07% | +3,729 | New |
| Smith, Moore & Co. | 3,728 | $568.3K | 0.08% | +22+0.6% | Added |
| Orleans Capital Management Corp | 3,717 | $566.6K | 0.42% | 00.0% | Unchanged |
| Twin Capital Management Inc | 3,712 | $565.9K | 0.08% | +3,712 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 3,710 | $565.6K | 0.73% | −672−15.3% | Reduced |
| Bluesphere Advisors, LLC | 3,696 | $563.4K | 0.41% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,683 | $561.4K | 0.03% | −50−1.3% | Reduced |
| Solidarilty Wealth, LLC | 3,642 | $555.2K | 0.20% | −51−1.4% | Reduced |
| International Assets Investment Management, LLC | 3,595 | $555.2K | 0.08% | −6−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,192 | $553.0K | 0.01% | +169+5.6% | Added |
| King Wealth | 3,609 | $550.0K | 0.12% | +17+0.5% | Added |
| Wealthsource Partners, LLC | 3,601 | $548.9K | 0.04% | −178−4.7% | Reduced |
| KPP Advisory Services LLC | 3,599 | $548.6K | 0.18% | +3,599 | New |
| Tucker Asset Management LLC | 3,557 | $542.3K | 0.14% | +1,385+63.8% | Added |
| Transcend Wealth Collective, LLC | 3,555 | $541.9K | 0.05% | +7+0.2% | Added |
| Principal Street Partners, LLC | 3,539 | $539.5K | 0.11% | −495−12.3% | Reduced |
| Harbert Fund Advisors, Inc. | 3,500 | $533.5K | 0.38% | +3,500 | New |
| Avidian Wealth Solutions, LLC | 3,499 | $533.3K | 0.04% | +301+9.4% | Added |
| Pallas Capital Advisors LLC | 3,267 | $531.7K | 0.03% | +1,928+144.0% | Added |
| Mirova US LLC | 3,486 | $531.4K | 0.01% | −17−0.5% | Reduced |
| Sherbrooke Park Advisers LLC | 3,477 | $530.0K | 0.17% | +3,477 | New |
| Advisors Capital Management, LLC | 3,475 | $530.0K | 0.01% | +74+2.2% | Added |
| Pine Valley Investments Ltd Liability Co | 3,464 | $528.1K | 0.05% | +1,626+88.5% | Added |
| Hyman Charles D | 3,456 | $527.0K | 0.03% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 3,456 | $526.9K | 0.02% | +3,456 | New |
| Kades & Cheifetz LLC | 3,453 | $526.4K | 0.42% | +54+1.6% | Added |
| Summit Global Investments | 3,429 | $523.0K | 0.03% | −15,453−81.8% | Reduced |
| Successful Portfolios LLC | 3,424 | $522.0K | 0.46% | +2+0.1% | Added |
| First Hawaiian Bank | 3,407 | $519.4K | 0.02% | +22+0.6% | Added |