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; 2,380 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 2,682 | $408.8K | 0.04% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,512 | $408.8K | 0.37% | +29+1.2% | Added |
| Gs Investments, Inc. | 2,675 | $407.8K | 0.23% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 2,658 | $405.2K | 0.02% | +1,007+61.0% | Added |
| Stockman Wealth Management, Inc. | 2,657 | $405.0K | 0.09% | +95+3.7% | Added |
| Fort Point Capital Partners LLC | 2,652 | $404.3K | 0.07% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 2,650 | $404.0K | 0.12% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,638 | $402.2K | 0.24% | −42−1.6% | Reduced |
| Adell Harriman & Carpenter Inc | 2,638 | $402.1K | 0.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,638 | $402.1K | 0.04% | −206−7.2% | Reduced |
| KRS Capital Management, LLC | 2,620 | $399.4K | 0.43% | −31−1.2% | Reduced |
| David Loasby | 2,592 | $399.1K | 0.04% | −416−13.8% | Reduced |
| Van Cleef Asset Management,Inc | 2,604 | $397.0K | 0.06% | +2+0.1% | Added |
| Ti-Trust, Inc | 2,603 | $396.8K | 0.38% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,594 | $395.4K | 0.09% | +576+28.5% | Added |
| Global Assets Advisory, LLC | 2,588 | $394.5K | 0.35% | −12−0.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,581 | $393.0K | 0.26% | −300−10.4% | Reduced |
| Evergreen Capital Management LLC | 2,576 | $392.6K | 0.02% | −155−5.7% | Reduced |
| RMB Capital Management, LLC | 2,571 | $391.9K | 0.01% | −357−12.2% | Reduced |
| Pitcairn Co | 2,559 | $390.1K | 0.03% | +14+0.6% | Added |
| Mendel Money Management | 2,554 | $389.3K | 0.21% | +151+6.3% | Added |
| Verition Fund Management LLC | 2,550 | $388.7K | 0.01% | +1,200+88.9% | Added |
| NFP Retirement, Inc. | 2,546 | $388.1K | 0.07% | +60+2.4% | Added |
| Cassia Capital Partners, LLC | 2,546 | $388.1K | 0.32% | +70+2.8% | Added |
| InterOcean Capital Group, LLC | 2,539 | $387.0K | 0.01% | +200+8.6% | Added |
| Wealth Dimensions Group, Ltd. | 2,528 | $385.4K | 0.14% | −75−2.9% | Reduced |
| Latitude Advisors, LLC | 2,528 | $385.4K | 0.28% | +4+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 2,517 | $384.0K | 0.05% | −327−11.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,503 | $381.6K | 0.03% | −15,691−86.2% | Reduced |
| Synergy Financial Group, LTD | 2,501 | $381.2K | 0.53% | +542+27.7% | Added |
| Parthenon LLC | 2,500 | $381.1K | 0.06% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,500 | $381.1K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,498 | $381.0K | 0.06% | 00.0% | Unchanged |
| Geneva Partners, LLC | 2,478 | $377.7K | 0.25% | −385−13.4% | Reduced |
| Old Second National Bank of Aurora | 2,478 | $377.7K | 0.11% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 2,466 | $375.9K | 0.06% | −8,182−76.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,448 | $373.2K | 0.02% | +15+0.6% | Added |
| Viawealth, LLC | 2,440 | $372.0K | 0.27% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,421 | $369.1K | 0.11% | +4+0.2% | Added |
| First Nebraska Trust Co | 2,420 | $368.9K | 0.05% | 00.0% | Unchanged |
| Sonen Capital LLC | 2,419 | $368.8K | 0.72% | +145+6.4% | Added |
| iA Global Asset Management Inc. | 2,414 | $368.0K | 0.01% | +137+6.0% | Added |
| Values First Advisors, Inc. | 2,413 | $367.8K | 0.24% | −113−4.5% | Reduced |
| Glenview Trust Co | 2,409 | $367.2K | 0.01% | +85+3.7% | Added |
| Conning Inc. | 2,402 | $366.2K | 0.01% | +90+3.9% | Added |
| Bond & Devick Financial Network, Inc. | 2,400 | $365.9K | 0.24% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,399 | $365.7K | 0.05% | +90+3.9% | Added |
| Syntegra Private Wealth Group, LLC | 2,393 | $364.8K | 0.06% | −116−4.6% | Reduced |
| Callahan Advisors, LLC | 2,392 | $364.6K | 0.05% | +127+5.6% | Added |
| Am Investment Strategies LLC | 2,387 | $364.0K | 0.12% | +350+17.2% | Added |
| Alaethes Wealth LLC | 2,384 | $363.4K | 0.20% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,262 | $362.0K | 0.13% | −292−11.4% | Reduced |
| Weinberger Asset Management, Inc | 2,371 | $361.4K | 0.21% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,370 | $361.3K | 0.05% | +200+9.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,369 | $361.1K | 0.17% | −144−5.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,369 | $361.1K | 0.04% | +1,108+87.9% | Added |
| Delos Wealth Advisors, LLC | 2,300 | $360.6K | 0.44% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,365 | $360.5K | 0.03% | +2,365 | New |
| Csenge Advisory Group | 2,343 | $357.2K | 0.02% | +10.0% | Added |
| Intrua Financial, LLC | 2,343 | $357.1K | 0.06% | −347−12.9% | Reduced |
| Keebeck Alpha, LP | 2,338 | $356.4K | 0.35% | +2,338 | New |
| Monumental Financial Group Inc. | 2,334 | $355.8K | 0.24% | 00.0% | Unchanged |
| Hudock, Inc. | 2,322 | $354.1K | 0.08% | +10.0% | Added |
| Horan Capital Advisors, LLC. | 2,320 | $353.7K | 0.14% | −75−3.1% | Reduced |
| Shelton Capital Management | 2,319 | $353.5K | 0.01% | 00.0% | Unchanged |
| Hoylecohen, LLC | 2,316 | $353.1K | 0.03% | −122−5.0% | Reduced |
| Ausdal Financial Partners, Inc. | 2,309 | $352.0K | 0.05% | −89−3.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,307 | $351.7K | 0.06% | +10.0% | Added |
| Archford Capital Strategies, LLC | 2,305 | $351.4K | 0.07% | −241−9.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,305 | $351.4K | 0.24% | −49−2.1% | Reduced |
| Private Capital Management, LLC | 2,304 | $351.2K | 0.04% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,289 | $348.9K | 0.05% | −111−4.6% | Reduced |
| Cape Ann Savings Bank | 2,288 | $348.8K | 0.24% | −215−8.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,286 | $348.5K | 0.12% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,280 | $347.5K | 0.03% | +126+5.8% | Added |
| Burney Co | 2,279 | $347.4K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,277 | $347.1K | 0.07% | +188+9.0% | Added |
| MPS Loria Financial Planners, LLC | 2,241 | $341.6K | 0.13% | +4+0.2% | Added |
| Ledyard National Bank | 2,224 | $339.0K | 0.04% | +67+3.1% | Added |
| Bank of Stockton | 2,077 | $338.2K | 0.13% | −134−6.1% | Reduced |
| Cornerstone Advisory, LLC | 2,208 | $336.6K | 0.06% | −23−1.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,208 | $336.6K | 0.09% | +45+2.1% | Added |
| Alethea Capital Management, LLC | 2,200 | $335.4K | 0.41% | 00.0% | Unchanged |
| Terry L. Blaker | 2,194 | $334.5K | 0.03% | −200−8.4% | Reduced |
| Cutler Group LP | 2,188 | $333.0K | 0.05% | +2,188 | New |
| JT Stratford LLC | 2,184 | $332.9K | 0.09% | −63−2.8% | Reduced |
| Truvestments Capital LLC | 2,168 | $330.6K | 0.17% | −240−10.0% | Reduced |
| Resolute Wealth Strategies, LLC | 2,143 | $326.6K | 0.24% | −40−1.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,140 | $326.2K | 0.09% | +2,140 | New |
| Adviser Investments LLC | 2,139 | $326.1K | 0.01% | −123−5.4% | Reduced |
| Sentry Investment Management LLC | 2,140 | $326.0K | 0.16% | −332−13.4% | Reduced |
| Twinbeech Capital LP | 2,131 | $324.9K | 0.01% | +2,131 | New |
| StoneX Group Inc. | 2,127 | $324.2K | 0.04% | −19−0.9% | Reduced |
| Delta Financial Group, Inc. | 2,127 | $324.0K | 0.11% | +371+21.1% | Added |
| Resolute Partners Group | 2,125 | $323.9K | 0.05% | +10+0.5% | Added |
| Philadelphia Trust Co | 2,110 | $322.0K | 0.03% | +85+4.2% | Added |
| First National Bank Sioux Falls | 2,105 | $320.9K | 0.19% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 2,097 | $319.6K | 0.08% | +20+1.0% | Added |
| Cohen & Steers, Inc. | 2,093 | $319.0K | 0.00% | −118−5.3% | Reduced |
| New Hampshire Trust | 2,078 | $316.8K | 0.09% | −21−1.0% | Reduced |