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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 3,402 | $518.6K | 0.24% | +49+1.5% | Added |
| Madison Asset Management, LLC | 3,381 | $515.4K | 0.01% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,363 | $512.7K | 0.08% | +67+2.0% | Added |
| Simmons Bank | 3,358 | $511.9K | 0.05% | +234+7.5% | Added |
| Cito Capital Group, LLC | 3,351 | $511.0K | 0.25% | +3,351 | New |
| Wolverine Trading, LLC | 3,347 | $510.2K | 0.01% | +3,347 | New |
| Community Financial Services Group, LLC | 3,344 | $509.8K | 0.13% | +3,344 | New |
| Thomasville National Bank | 3,328 | $507.3K | 0.05% | −55−1.6% | Reduced |
| Mark Stevens | 3,327 | $507.2K | 0.07% | −342−9.3% | Reduced |
| Alliance Wealth Advisors, LLC | 3,325 | $506.9K | 0.37% | −60−1.8% | Reduced |
| AlphaStar Capital Management, LLC | 3,307 | $504.2K | 0.06% | +1,995+152.1% | Added |
| One Capital Management, LLC | 3,294 | $502.1K | 0.02% | −376−10.2% | Reduced |
| Oakworth Capital, Inc. | 3,282 | $500.3K | 0.05% | −100−3.0% | Reduced |
| NorthRock Partners, LLC | 3,281 | $500.2K | 0.05% | +378+13.0% | Added |
| Group One Trading, L.P. | 3,278 | $499.7K | 0.02% | −15,626−82.7% | Reduced |
| Spinnaker Trust | 3,254 | $496.0K | 0.04% | −435−11.8% | Reduced |
| Cozad Asset Management Inc | 3,253 | $495.9K | 0.06% | +125+4.0% | Added |
| Appleton Partners Inc | 3,243 | $494.0K | 0.04% | −125−3.7% | Reduced |
| AFS Financial Group, LLC | 3,220 | $490.9K | 0.34% | +178+5.9% | Added |
| MCF Advisors LLC | 3,220 | $490.8K | 0.04% | −50−1.5% | Reduced |
| 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 |
| Meyer Handelman Co | 3,200 | $487.8K | 0.02% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,192 | $486.6K | 0.10% | +12+0.4% | Added |
| Eventide Asset Management, LLC | 3,173 | $483.7K | 0.01% | +3,173 | New |
| Eldridge Investment Advisors, Inc. | 3,170 | $483.0K | 0.16% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 3,153 | $480.6K | 0.06% | −2−0.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,147 | $479.7K | 0.39% | −763−19.5% | Reduced |
| 9258 Wealth Management, LLC | 3,143 | $479.1K | 0.09% | −10−0.3% | Reduced |
| Univest Financial Corp | 3,141 | $478.8K | 0.16% | +83+2.7% | Added |
| Berkshire Bank | 3,122 | $475.9K | 0.14% | +126+4.2% | Added |
| Landscape Capital Management, L.L.C. | 3,120 | $475.6K | 0.06% | +3,120 | New |
| Beaumont Financial Advisors, LLC | 3,111 | $474.2K | 0.05% | +8+0.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,105 | $473.3K | 0.14% | +253+8.9% | Added |
| Good Life Advisors, LLC | 3,103 | $473.1K | 0.05% | −223−6.7% | Reduced |
| Clarius Group, LLC | 3,103 | $473.0K | 0.05% | −1,090−26.0% | Reduced |
| PFG Investments, LLC | 3,094 | $471.6K | 0.09% | +14+0.5% | Added |
| Boston Research & Management Inc | 3,090 | $471.0K | 0.14% | 00.0% | Unchanged |
| Morton Capital Management LLC | 3,064 | $467.1K | 0.17% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3,063 | $466.9K | 0.02% | +3,050+23,461.5% | Added |
| Cahaba Wealth Management, Inc. | 3,057 | $466.1K | 0.05% | −281−8.4% | Reduced |
| Shoker Investment Counsel, Inc. | 3,055 | $465.8K | 0.20% | −11−0.4% | Reduced |
| Schechter Investment Advisors, LLC | 3,045 | $464.3K | 0.04% | −194−6.0% | Reduced |
| Fidelis Capital Partners, LLC | 3,045 | $464.2K | 0.16% | −178−5.5% | Reduced |
| Sanders Morris Harris LLC | 3,042 | $463.7K | 0.10% | −1,500−33.0% | Reduced |
| Moloney Securities Asset Management, LLC | 3,013 | $459.3K | 0.08% | −858−22.2% | Reduced |
| Xcel Wealth Management, LLC | 3,006 | $458.3K | 0.18% | +106+3.7% | Added |
| Verdence Capital Advisors LLC | 3,004 | $457.9K | 0.05% | +117+4.1% | Added |
| 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 |
| Modera Wealth Management, LLC | 2,977 | $453.8K | 0.01% | −600−16.8% | Reduced |
| CMG Global Holdings, LLC | 2,974 | $453.4K | 0.39% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,971 | $452.9K | 0.25% | −35−1.2% | Reduced |
| Arden Trust Co | 2,966 | $452.1K | 0.08% | −760−20.4% | Reduced |
| Tradition Wealth Management, LLC | 2,964 | $452.0K | 0.05% | −318−9.7% | Reduced |
| Great Lakes Retirement, Inc. | 2,962 | $451.6K | 0.08% | −370−11.1% | Reduced |
| SRB Corp | 2,956 | $450.6K | 0.03% | +2,956 | New |
| Guardian Wealth Advisors, LLC | 2,954 | $450.2K | 0.08% | −143−4.6% | 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,945 | $449.0K | 0.02% | −246−7.7% | Reduced |
| TrinityPoint Wealth, LLC | 2,933 | $447.0K | 0.09% | +2+0.1% | Added |
| Nwam LLC | 2,931 | $446.9K | 0.05% | −195−6.2% | Reduced |
| Syon Capital LLC | 2,929 | $446.5K | 0.06% | +2,929 | New |
| Roman Butler Fullerton & Co | 2,808 | $445.9K | 0.21% | +724+34.7% | Added |
| Meridian Financial, LLC | 2,922 | $445.4K | 0.41% | −300−9.3% | Reduced |
| AlphaCore Capital LLC | 2,918 | $444.8K | 0.07% | +231+8.6% | Added |
| SlateStone Wealth, LLC | 2,913 | $444.0K | 0.06% | −131−4.3% | Reduced |
| Bryn Mawr Trust Co | 2,907 | $443.1K | 0.02% | +48+1.7% | Added |
| Forza Wealth Management, LLC | 2,902 | $442.4K | 0.23% | 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 |
| Walter & Keenan Financial Consulting Co | 2,875 | $438.3K | 0.17% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 2,860 | $436.0K | 0.20% | 00.0% | Unchanged |
| Truadvice, LLC | 2,524 | $433.5K | 0.17% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $429.4K | 0.28% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,814 | $429.0K | 0.12% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2,812 | $428.7K | 0.12% | +32+1.2% | Added |
| Primoris Wealth Advisors, LLC | 2,808 | $428.1K | 0.52% | −100−3.4% | Reduced |
| Apella Capital, LLC | 2,777 | $423.4K | 0.03% | +9+0.3% | Added |
| ABN AMRO Bank N.V. | 2,772 | $423.2K | 0.01% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,773 | $422.0K | 0.20% | −10.0% | Reduced |
| Forum Financial Management, LP | 2,767 | $421.8K | 0.01% | +19+0.7% | Added |
| Jeppson Wealth Management, LLC | 2,764 | $421.3K | 0.19% | −1,588−36.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,483 | $420.5K | 0.10% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,757 | $420.3K | 0.52% | −68−2.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,750 | $419.2K | 0.06% | −155−5.3% | Reduced |
| Per Stirling Capital Management, LLC. | 2,750 | $419.2K | 0.09% | +2+0.1% | Added |
| CAPROCK Group, Inc. | 2,747 | $418.9K | 0.03% | +11+0.4% | Added |
| Putnam Investments LLC | 2,726 | $415.6K | 0.00% | −19,049−87.5% | Reduced |
| Foundations Investment Advisors, LLC | 2,722 | $415.0K | 0.01% | +1,407+107.0% | Added |
| 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 |
| Atwood & Palmer Inc | 2,707 | $412.7K | 0.04% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,707 | $412.7K | 0.06% | +87+3.3% | Added |
| Bill Few Associates, Inc. | 2,706 | $412.5K | 0.22% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,703 | $412.0K | 0.15% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,694 | $410.7K | 0.03% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,690 | $410.0K | 0.48% | +758+39.2% | Added |
| Ifrah Financial Services, Inc. | 2,689 | $409.9K | 0.13% | −22−0.8% | Reduced |