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 |
|---|---|---|---|---|---|
| Fort Sheridan Advisors LLC | 1,355 | $206.6K | 0.05% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,314 | $206.4K | 0.28% | −25−1.9% | Reduced |
| Woodstock Corp | 1,351 | $205.9K | 0.03% | −26−1.9% | Reduced |
| Financial Futures Ltd Liability Co. | 1,351 | $205.9K | 0.17% | +6+0.4% | Added |
| Financial Engines Advisors L.L.C. | 1,350 | $205.8K | 0.00% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,331 | $205.6K | 0.04% | +14+1.1% | Added |
| Centurion Wealth Management LLC | 1,348 | $205.5K | 0.10% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,343 | $204.8K | 0.04% | −3,213−70.5% | Reduced |
| Everett Harris & Co | 1,343 | $204.7K | 0.00% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,342 | $204.6K | 0.06% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,332 | $203.1K | 0.02% | +77+6.1% | Added |
| Boston Common Asset Management, LLC | 1,325 | $202.0K | 0.00% | −90−6.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,330 | $202.0K | 0.15% | −5−0.4% | Reduced |
| NinePointTwo Capital | 1,329 | $202.0K | 0.08% | 00.0% | Unchanged |
| Davis R M Inc | 1,316 | $201.0K | 0.01% | −1,050−44.4% | Reduced |
| Sage Mountain Advisors LLC | 1,317 | $200.8K | 0.03% | −385−22.6% | Reduced |
| Main Street Financial Solutions, LLC | 1,315 | $200.4K | 0.03% | −61−4.4% | Reduced |
| Visionary Wealth Advisors | 1,314 | $200.3K | 0.02% | +2+0.2% | Added |
| Azimuth Capital Investment Management LLC | 1,314 | $200.3K | 0.01% | +14+1.1% | Added |
| TSFG, LLC | 1,294 | $197.0K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,276 | $194.5K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,266 | $191.4K | 0.10% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,250 | $190.6K | 0.08% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,250 | $190.6K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 1,176 | $184.3K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,207 | $184.0K | 0.11% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,179 | $179.8K | 0.02% | −101−7.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,178 | $179.6K | 0.09% | −183−13.4% | Reduced |
| Centaurus Financial, Inc. | 1,167 | $178.0K | 0.02% | +318+37.5% | Added |
| Larson Financial Group LLC | 1,168 | $178.0K | 0.02% | +128+12.3% | Added |
| TFC Financial Management | 1,153 | $175.8K | 0.04% | +36+3.2% | Added |
| Parkside Financial Bank & Trust | 1,125 | $171.5K | 0.04% | −195−14.8% | Reduced |
| Carolinas Wealth Consulting LLC | 25,554 | $170.4K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,100 | $168.0K | 0.06% | +2+0.2% | Added |
| Washington Trust Advisors, Inc. | 1,098 | $167.4K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,092 | $166.5K | 0.14% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,075 | $163.9K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,061 | $161.8K | 0.02% | −67−5.9% | Reduced |
| West Paces Advisors Inc. | 1,054 | $160.7K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,044 | $159.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,033 | $157.5K | 0.05% | −175−14.5% | Reduced |
| MV Capital Management, Inc. | 1,032 | $157.3K | 0.02% | +7+0.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $154.0K | 0.08% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,005 | $153.2K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $152.4K | 0.09% | 00.0% | Unchanged |
| Central Bank & Trust Co | 994 | $151.5K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 990 | $150.9K | 0.02% | +15+1.5% | Added |
| Virtus Investment Advisers, Inc. | 983 | $149.8K | 0.10% | −114−10.4% | Reduced |
| Trifecta Capital Advisors, LLC | 967 | $147.4K | 0.05% | −57−5.6% | Reduced |
| Retirement Group, LLC | 962 | $146.6K | 0.06% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 952 | $145.1K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 945 | $144.1K | 0.09% | −4−0.4% | Reduced |
| Resurgent Financial Advisors LLC | 905 | $138.0K | 0.09% | −189−17.3% | Reduced |
| Norwood Financial Corp | 900 | $137.2K | 0.22% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 881 | $134.3K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 854 | $130.2K | 0.09% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 847 | $129.1K | 0.00% | +726+600.0% | Added |
| GHP Investment Advisors, Inc. | 808 | $128.3K | 0.01% | −25−3.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 839 | $127.9K | 0.12% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 827 | $126.1K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 825 | $125.8K | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 818 | $125.0K | 0.01% | −115−12.3% | Reduced |
| FinTrust Capital Advisors, LLC | 814 | $124.1K | 0.03% | +164+25.2% | Added |
| PSI Advisors, LLC | 813 | $123.9K | 0.05% | +1+0.1% | Added |
| Hills Bank & Trust Co | 800 | $122.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 800 | $122.0K | 0.03% | +800 | New |
| Valley National Advisers Inc | 778 | $119.0K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 770 | $117.4K | 0.08% | +170+28.3% | Added |
| Thompson Siegel & Walmsley LLC | 769 | $117.0K | 0.00% | −25−3.1% | Reduced |
| Quent Capital, LLC | 755 | $115.1K | 0.02% | −126−14.3% | Reduced |
| ORG Partners LLC | 752 | $114.7K | 0.03% | −209−21.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 741 | $112.9K | 0.01% | −138−15.7% | Reduced |
| Acropolis Investment Management, LLC | 715 | $109.0K | 0.01% | +18+2.6% | Added |
| Tradewinds Capital Management, LLC | 701 | $106.9K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 700 | $106.7K | 0.12% | 00.0% | Unchanged |
| NewSquare Capital LLC | 700 | $106.7K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 694 | $105.8K | 0.01% | −25−3.5% | Reduced |
| Financial Perspectives, Inc | 693 | $105.6K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 691 | $105.4K | 0.06% | +691 | New |
| Sunbelt Securities, Inc. | 691 | $105.3K | 0.01% | +21+3.1% | Added |
| Mascoma Wealth Management LLC | 680 | $103.7K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 675 | $102.9K | 0.09% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 672 | $102.4K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 667 | $102.0K | 0.00% | +574+617.2% | Added |
| Castleview Partners, LLC | 650 | $99.1K | 0.09% | −15−2.3% | Reduced |
| Certified Advisory Corp | 17,706 | $99.0K | 0.02% | +17,706 | New |
| Cyrus J. Lawrence, LLC | 645 | $98.0K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 640 | $97.6K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 638 | $97.0K | 0.07% | +55+9.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $96.5K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 627 | $95.6K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 611 | $93.1K | 0.02% | −5−0.8% | Reduced |
| Investors Research Corp | 604 | $92.1K | 0.02% | +5+0.8% | Added |
| Jones Financial Companies LLLP | 600 | $91.5K | 0.00% | +177+41.8% | Added |
| Briaud Financial Planning, Inc | 585 | $89.0K | 0.07% | +585 | New |
| Sutton Wealth Advisors Inc. | 554 | $84.5K | 0.04% | +17+3.2% | Added |
| Boyd Watterson Asset Management LLC | 520 | $79.3K | 0.03% | −4−0.8% | Reduced |
| Byrne Asset Management LLC | 510 | $78.0K | 0.06% | −125−19.7% | Reduced |
| Citizens National Bank Trust Department | 500 | $76.2K | 0.02% | 00.0% | Unchanged |
| One River Asset Management, LLC | 490 | $75.7K | 0.04% | +264+116.8% | Added |