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 |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | 470 | $72.7K | 0.04% | +250+113.6% | Added |
| CWS Financial Advisors, LLC | 466 | $71.0K | 0.03% | +466 | New |
| Park Place Capital Corp | 436 | $66.5K | 0.02% | −57−11.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 435 | $66.3K | 0.04% | −47−9.8% | Reduced |
| CNB Bank | 419 | $63.9K | 0.04% | +114+37.4% | Added |
| Centerpoint Advisors, LLC | 410 | $63.0K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 5,871 | $63.0K | 0.05% | +5,571+1,857.0% | Added |
| Sittner & Nelson, LLC | 413 | $63.0K | 0.04% | −236−36.4% | Reduced |
| Prestige Wealth Management Group LLC | 402 | $61.3K | 0.02% | −9−2.2% | Reduced |
| Optimum Investment Advisors | 400 | $61.0K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 400 | $61.0K | 0.06% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $59.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 378 | $57.6K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 381 | $57.0K | 0.02% | +11+3.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 367 | $55.9K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 365 | $55.6K | 0.01% | +365 | New |
| IAG Wealth Partners, LLC | 365 | $55.6K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 360 | $54.9K | 0.02% | +160+80.0% | Added |
| Tower View Investment Management & Research LLC | 351 | $54.0K | 0.04% | +125+55.3% | Added |
| Kepos Capital LP | 341 | $52.0K | 0.01% | +21+6.6% | Added |
| Financial Freedom, LLC | 339 | $51.6K | 0.04% | +1+0.3% | Added |
| Montag A & Associates Inc | 334 | $50.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 334 | $50.9K | 0.03% | +334 | New |
| Annapolis Financial Services, LLC | 325 | $49.5K | 0.01% | +93+40.1% | Added |
| Coppell Advisory Solutions LLC | 303 | $47.5K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 292 | $44.4K | 0.02% | −16−5.2% | Reduced |
| Bollard Group LLC | 288 | $44.0K | 0.00% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 290 | $44.0K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 288 | $43.9K | 0.02% | +5+1.8% | Added |
| Webster Bank, N. A. | 288 | $43.9K | 0.01% | +68+30.9% | Added |
| Studio Investment Management LLC | 285 | $43.4K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 284 | $43.3K | 0.10% | 00.0% | Unchanged |
| TD Capital Management LLC | 280 | $42.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 279 | $42.5K | 0.01% | +10+3.7% | Added |
| Westside Investment Management, Inc. | 268 | $40.9K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 266 | $40.5K | 0.00% | +266 | New |
| Bogart Wealth, LLC | 261 | $39.8K | 0.00% | +21+8.8% | Added |
| Spirit of America Management Corp | 250 | $38.1K | 0.01% | +100+66.7% | Added |
| Ruedi Wealth Management, Inc. | 246 | $37.6K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 237 | $36.1K | 0.02% | −2−0.8% | Reduced |
| Arlington Partners LLC | 235 | $35.8K | 0.01% | −1,394−85.6% | Reduced |
| Carmel Capital Partners, LLC | 235 | $35.8K | 0.02% | +2+0.9% | Added |
| Arlington Trust Co LLC | 235 | $35.8K | 0.01% | +235 | New |
| Millburn Ridgefield Corp | 231 | $35.2K | 0.00% | +231 | New |
| Moisand Fitzgerald Tamayo, LLC | 219 | $33.4K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 190 | $33.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 210 | $32.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 204 | $31.2K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 204 | $31.1K | 0.01% | +1+0.5% | Added |
| KB Financial Partners, LLC | 202 | $31.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 200 | $30.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $30.5K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 200 | $30.5K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 199 | $30.3K | 0.02% | +1+0.5% | Added |
| State of Wyoming | 191 | $29.1K | 0.01% | +191 | New |
| Cassady Schiller Wealth Management, LLC | 190 | $29.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 185 | $28.2K | 0.00% | +2+1.1% | Added |
| Financial Management Professionals, Inc. | 183 | $28.0K | 0.00% | +12+7.0% | Added |
| Indiana Trust & Investment Management CO | 183 | $27.9K | 0.01% | +183 | New |
| Addison Advisors LLC | 179 | $27.3K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 174 | $26.5K | 0.00% | −52−23.0% | Reduced |
| Raffa Wealth Management, LLC | 172 | $26.2K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 169 | $25.8K | 0.01% | +169 | New |
| Pin Oak Investment Advisors Inc | 162 | $25.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 164 | $25.0K | 0.02% | +1+0.6% | Added |
| Slocum, Gordon & Co LLP | 161 | $24.7K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 150 | $22.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 146 | $22.3K | 0.00% | −3−2.0% | Reduced |
| Mendota Financial Group, LLC | 146 | $22.3K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 139 | $21.2K | 0.01% | +139 | New |
| Loomis Sayles & Co L P | 137 | $21.0K | 0.00% | −29−17.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 134 | $20.4K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 132 | $20.1K | 0.01% | +33+33.3% | Added |
| Venturi Wealth Management, LLC | 121 | $18.4K | 0.00% | +16+15.2% | Added |
| PFS Partners, LLC | 120 | $18.3K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 115 | $17.5K | 0.01% | +55+91.7% | Added |
| West Branch Capital LLC | 110 | $16.8K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $16.6K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 105 | $16.0K | 0.01% | −156−59.8% | Reduced |
| Lowe Wealth Advisors, LLC | 102 | $15.5K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 102 | $15.5K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 102 | $15.5K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $15.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 94 | $14.3K | 0.00% | +94 | New |
| Oliver Lagore Vanvalin Investment Group | 91 | $13.9K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 90 | $13.8K | 0.00% | −9−9.1% | Reduced |
| Country Trust Bank | 90 | $13.7K | 0.00% | +90 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 86 | $13.1K | 0.00% | −14,685−99.4% | Reduced |
| Sound Income Strategies, LLC | 86 | $13.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 84 | $13.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 83 | $12.7K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 83 | $12.7K | 0.00% | +83 | New |
| HHM Wealth Advisors, LLC | 82 | $12.5K | 0.00% | −179−68.6% | Reduced |
| Trust Co | 81 | $12.3K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 80 | $12.2K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $12.2K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 76 | $11.6K | 0.01% | +38+100.0% | Added |
| Kessler Investment Group, LLC | 74 | $11.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 70 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $10.1K | 0.00% | −20−23.3% | Reduced |