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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 1,666 | $254.0K | 0.03% | +164+10.9% | Added |
| Journey Strategic Wealth LLC | 1,660 | $253.1K | 0.01% | 00.0% | Unchanged |
| Holderness Investments Co | 1,660 | $253.1K | 0.10% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,657 | $252.6K | 0.02% | +1,657 | New |
| Marcum Wealth, LLC | 1,653 | $252.0K | 0.03% | −19−1.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,651 | $252.0K | 0.04% | +3+0.2% | Added |
| Amplius Wealth Advisors, LLC | 1,653 | $252.0K | 0.03% | −93−5.3% | Reduced |
| Zacks Investment Management | 1,651 | $251.7K | 0.00% | −326−16.5% | Reduced |
| Gleason Group, Inc. | 1,642 | $250.3K | 0.07% | +7+0.4% | Added |
| D L Carlson Investment Group Inc | 1,636 | $249.4K | 0.05% | −330−16.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,635 | $249.2K | 0.03% | +1,635 | New |
| Change Path, LLC | 1,631 | $249.0K | 0.02% | −852−34.3% | Reduced |
| Northstar Asset Management LLC | 1,630 | $248.5K | 0.07% | 00.0% | Unchanged |
| Somerville Kurt F | 1,630 | $248.5K | 0.05% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,629 | $248.0K | 0.03% | −37−2.2% | Reduced |
| Heartland Bank & Trust Co | 1,626 | $247.9K | 0.20% | +27+1.7% | Added |
| Wealth Alliance | 1,626 | $247.8K | 0.04% | −11−0.7% | Reduced |
| O'Rourke & Company, Inc | 1,619 | $247.0K | 0.18% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 1,612 | $245.7K | 0.03% | −113−6.6% | Reduced |
| Investment Advisory Group, LLC | 1,610 | $245.4K | 0.13% | +6+0.4% | Added |
| Auxier Asset Management | 1,607 | $245.0K | 0.04% | −50−3.0% | Reduced |
| Goelzer Investment Management, Inc. | 1,600 | $243.9K | 0.02% | −100−5.9% | Reduced |
| Madden Securities Corp | 1,598 | $243.6K | 0.14% | −106−6.2% | Reduced |
| Baystate Wealth Management LLC | 1,597 | $243.6K | 0.02% | +866+118.5% | Added |
| Drake & Associates, LLC | 1,597 | $243.5K | 0.11% | −62−3.7% | Reduced |
| Bangor Savings Bank | 1,584 | $241.5K | 0.03% | −114−6.7% | Reduced |
| ETF Store, Inc. | 1,518 | $241.4K | 0.17% | +5+0.3% | Added |
| Peachtree Investment Partners, LLC | 1,581 | $241.0K | 0.12% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,580 | $240.9K | 0.08% | +10+0.6% | Added |
| Soltis Investment Advisors LLC | 1,579 | $240.6K | 0.03% | +1,579 | New |
| M&R Capital Management Inc | 1,571 | $239.5K | 0.07% | −200−11.3% | Reduced |
| First Business Financial Services, Inc. | 1,565 | $238.6K | 0.03% | +70+4.7% | Added |
| Carret Asset Management, LLC | 1,557 | $237.4K | 0.03% | +12+0.8% | Added |
| Wilkinson Global Asset Management LLC | 1,550 | $236.3K | 0.02% | 00.0% | Unchanged |
| Vicus Capital | 1,539 | $234.6K | 0.02% | +1,539 | New |
| Congress Wealth Management LLC | 1,536 | $234.3K | 0.00% | +21+1.4% | Added |
| Abner Herrman & Brock LLC | 1,533 | $234.0K | 0.04% | −110−6.7% | Reduced |
| Quantum Private Wealth, LLC | 1,530 | $233.2K | 0.11% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,525 | $232.5K | 0.16% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,523 | $232.2K | 0.05% | +2+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,391 | $232.1K | 0.00% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 1,518 | $231.3K | 0.37% | +21+1.4% | Added |
| Fairhaven Wealth Management, LLC | 1,516 | $231.2K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,513 | $230.6K | 0.04% | +205+15.7% | Added |
| Highlander Capital Management, LLC | 1,512 | $230.0K | 0.09% | +150+11.0% | Added |
| Quaker Wealth Management, LLC | 1,508 | $229.8K | 0.11% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,500 | $228.7K | 0.14% | −10−0.7% | Reduced |
| LWM Advisory Services, LLC | 1,500 | $228.7K | 0.25% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,499 | $228.5K | 0.05% | +210+16.3% | Added |
| Headinvest, LLC | 1,509 | $228.2K | 0.05% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,495 | $227.9K | 0.16% | +98+7.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 1,492 | $227.5K | 0.01% | −26−1.7% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,491 | $227.3K | 0.19% | −30−2.0% | Reduced |
| Arrowroot Family Office, LLC | 1,487 | $226.7K | 0.18% | −149−9.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,486 | $226.5K | 0.11% | −377−20.2% | Reduced |
| Vigilare Wealth Management | 1,485 | $226.4K | 0.14% | −130−8.0% | Reduced |
| Circle Wealth Management, LLC | 1,482 | $226.0K | 0.01% | +1,482 | New |
| Capital Advisors Wealth Management, LLC | 1,480 | $225.7K | 0.06% | +3+0.2% | Added |
| First National Corp | 1,480 | $225.6K | 0.06% | −181−10.9% | Reduced |
| Grandfield & Dodd, LLC | 1,475 | $224.8K | 0.02% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,474 | $224.6K | 0.21% | −63−4.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,437 | $223.4K | 0.03% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,462 | $222.9K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,460 | $222.5K | 0.02% | +248+20.5% | Added |
| Berger Financial Group, Inc | 1,454 | $221.6K | 0.03% | −54−3.6% | Reduced |
| Cannell Peter B & Co Inc | 1,450 | $221.0K | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,449 | $220.9K | 0.01% | −400−21.6% | Reduced |
| Hamilton Capital, LLC | 1,446 | $220.4K | 0.02% | +177+13.9% | Added |
| New Jersey Better Educational Savings Trust | 1,440 | $219.5K | 0.54% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,440 | $219.5K | 0.16% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,438 | $219.2K | 0.08% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,433 | $218.4K | 0.04% | +49+3.5% | Added |
| Manchester Capital Management LLC | 1,429 | $217.8K | 0.03% | +98+7.4% | Added |
| Day & Ennis, LLC | 1,429 | $217.8K | 0.08% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,427 | $217.5K | 0.13% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,425 | $217.2K | 0.20% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,424 | $217.1K | 0.69% | +10+0.7% | Added |
| Westmount Partners, LLC | 1,418 | $216.2K | 0.10% | +5+0.4% | Added |
| KLCM Advisors, Inc. | 1,415 | $215.7K | 0.04% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,410 | $215.0K | 0.01% | +1,410 | New |
| Wendell David Associates Inc | 1,412 | $215.0K | 0.03% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 1,407 | $214.5K | 0.16% | −29−2.0% | Reduced |
| Personal Cfo Solutions, LLC | 1,406 | $214.4K | 0.04% | +46+3.4% | Added |
| Perennial Investment Advisors, LLC | 1,406 | $214.3K | 0.04% | +60+4.5% | Added |
| Pensionmark Financial Group, LLC | 1,406 | $214.3K | 0.04% | −53−3.6% | Reduced |
| Diamant Asset Management, Inc. | 1,402 | $213.7K | 0.18% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,399 | $213.2K | 0.05% | +3+0.2% | Added |
| Wealth Management Associates, Inc. | 1,398 | $213.1K | 0.12% | +34+2.5% | Added |
| Childress Capital Advisors, LLC | 1,397 | $213.0K | 0.07% | +1,397 | New |
| Assetmark, Inc | 1,392 | $212.2K | 0.00% | +106+8.2% | Added |
| Sterling Investment Advisors, Ltd. | 1,380 | $210.4K | 0.07% | −20−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,380 | $210.4K | 0.01% | +504+57.5% | Added |
| Rise Advisors, LLC | 1,376 | $209.8K | 0.17% | +357+35.0% | Added |
| Essex Private Wealth Management, LLC | 1,370 | $208.8K | 0.71% | −55−3.9% | Reduced |
| Operose Advisors LLC | 1,369 | $208.7K | 0.08% | +184+15.5% | Added |
| CoreCap Advisors, LLC | 1,368 | $208.5K | 0.02% | +1,368 | New |
| Strategic Financial Services, Inc, | 1,363 | $207.8K | 0.02% | −744−35.3% | Reduced |
| Chapin Davis, Inc. | 1,361 | $207.5K | 0.10% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,359 | $207.2K | 0.11% | 00.0% | Unchanged |
| Ade, LLC | 1,358 | $207.0K | 0.16% | 00.0% | Unchanged |