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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.

Institutional holdersQ3 2023: 1,751 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,379 institutions
Value heldQ3 2023: $49.5B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,379$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q2 2023.

Institutions holding WM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Echo Street Capital Management LLC15,940$2.43M0.02%+15,940New
Girard Partners Ltd.15,878$2.42M0.27%+368+2.4%Added
Ieq Capital, LLC15,857$2.42M0.05%−484−3.0%Reduced
Pathway Financial Advisers, LLC15,721$2.40M0.99%+15,721New
North Star Investment Management Corp.15,680$2.39M0.20%−450−2.8%Reduced
Cohen Lawrence B15,492$2.36M1.59%+296+1.9%Added
Pettee Investors, Inc.15,483$2.36M1.12%00.0%Unchanged
Compass Wealth Management LLC15,457$2.36M0.74%00.0%Unchanged
Argent Trust Co15,405$2.35M0.13%−1,784−10.4%Reduced
Midwest Professional Planners, LTD.15,388$2.35M1.05%+641+4.3%Added
Metis Global Partners, LLC15,382$2.34M0.11%+2,079+15.6%Added
Beta Wealth Group, Inc.15,368$2.34M1.38%+39+0.3%Added
Ferguson Wellman Capital Management, Inc15,318$2.34M0.06%−69−0.4%Reduced
Guyasuta Investment Advisors Inc15,261$2.33M0.18%−380−2.4%Reduced
Metropolitan Life Insurance Co15,251$2.32M0.12%−881−5.5%Reduced
Rowland & Co Investment Counsel15,223$2.32M0.57%+87+0.6%Added
Baker Avenue Asset Management, LP15,201$2.32M0.12%+1,206+8.6%Added
Mitchell & Pahl Private Wealth, LLC15,155$2.31M1.37%+505+3.4%Added
Jag Capital Management, LLC15,152$2.31M0.28%−98−0.6%Reduced
Wesleyan Assurance Society15,091$2.30M0.26%00.0%Unchanged
Raab & Moskowitz Asset Management LLC15,019$2.29M0.81%−309−2.0%Reduced
Summit Financial Group Inc14,994$2.29M0.96%00.0%Unchanged
Fundamentun, LLC14,665$2.24M0.33%+637+4.5%Added
Wealthcare Advisory Partners LLC14,612$2.23M0.10%−16−0.1%Reduced
LGT Fund Management Co Ltd.14,590$2.21M1.07%+1,070+7.9%Added
Guardian Wealth Management, Inc.14,354$2.19M2.05%+12+0.1%Added
Grandview Asset Management LLC14,347$2.19M1.26%−2,150−13.0%Reduced
SYSTM Wealth Solutions LLC14,307$2.18M0.34%−957−6.3%Reduced
Bleakley Financial Group, LLC14,271$2.18M0.08%−1,194−7.7%Reduced
Sawtooth Solutions, LLC14,271$2.18M0.07%−1,053−6.9%Reduced
Stoneridge Investment Partners LLC14,213$2.17M1.02%+14,213New
Mirador Capital Partners LP14,183$2.16M0.49%+249+1.8%Added
Cullen/Frost Bankers, Inc.14,018$2.14M0.04%−2,741−16.4%Reduced
Dohj, LLC14,080$2.13M0.95%+224+1.6%Added
River Wealth Advisors LLC13,903$2.12M0.38%+678+5.1%Added
Cary Street Partner Investment Advisory LLC13,869$2.11M0.11%+2,021+17.1%Added
ExodusPoint Capital Management, LP13,844$2.11M0.03%+13,844New
Family Legacy, Inc.13,804$2.10M0.88%+172+1.3%Added
Providence Wealth Advisors, LLC13,948$2.10M2.35%+4,629+49.7%Added
GAM Holding AG13,783$2.10M0.16%+30.0%Added
Baker Tilly Wealth Management, LLC13,768$2.10M0.35%−9,210−40.1%Reduced
Toth Financial Advisory Corp13,762$2.10M0.32%−241−1.7%Reduced
Naples Global Advisors, LLC13,726$2.09M0.25%+963+7.5%Added
Tilt Investment Management Holdings, PBC13,671$2.08M1.49%00.0%Unchanged
Stonegate Investment Group, LLC13,612$2.08M0.08%−705−4.9%Reduced
Dynamic Technology Lab Private Ltd13,572$2.07M0.21%+5,942+77.9%Added
Keeler Thomas Management LLC13,904$2.07M0.76%−460−3.2%Reduced
American State Bank (Iowa)13,545$2.06M1.48%00.0%Unchanged
Covenant Asset Management, LLC13,506$2.06M0.63%+50+0.4%Added
Stratos Wealth Partners, LTD.13,494$2.06M0.04%−309−2.2%Reduced
Strategic Investment Solutions, Inc.12,740$2.06M0.03%+12,560+6,977.8%Added
Whittier Trust Co13,473$2.05M0.04%+1,219+9.9%Added
Delta Asset Management LLC13,472$2.05M0.21%+146+1.1%Added
Hennion & Walsh Asset Management, Inc.13,455$2.05M0.13%+2,038+17.9%Added
Boothbay Fund Management, LLC13,392$2.04M0.07%−73,765−84.6%Reduced
Empirical Finance, LLC13,125$2.00M0.15%+1,150+9.6%Added
Connolly Sarah T.13,096$2.00M1.32%−235−1.8%Reduced
Viking Fund Management LLC13,000$1.98M0.40%00.0%Unchanged
Harbour Capital Advisors, LLC12,960$1.98M0.59%−250−1.9%Reduced
Keebeck Wealth Management, LLC12,946$1.97M0.34%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund12,944$1.97M0.15%−345−2.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.12,929$1.97M0.01%+9,709+301.5%Added
Sowell Financial Services LLC12,919$1.97M0.12%+985+8.3%Added
McKinley Capital Management LLC /Delaware12,892$1.97M0.28%+44+0.3%Added
Waldron Private Wealth LLC12,878$1.96M0.10%+293+2.3%Added
Farmers & Merchants Trust Co of Long Beach12,795$1.95M0.58%+200+1.6%Added
Mitchell Sinkler & Starr12,732$1.94M0.60%+2,090+19.6%Added
Koshinski Asset Management, Inc.12,617$1.92M0.22%−57−0.4%Reduced
Sustainable Insight Capital Management, LLC12,470$1.90M1.86%−14,400−53.6%Reduced
Baldwin Investment Management, LLC12,401$1.89M0.32%−50−0.4%Reduced
Schonfeld Strategic Advisors LLC12,359$1.88M0.02%−83,254−87.1%Reduced
TKG Advisors, LLC12,276$1.87M1.25%+418+3.5%Added
Credential Qtrade Securities Inc.12,260$1.87M0.12%−192−1.5%Reduced
Hartline Investment Corp12,256$1.87M0.34%−109−0.9%Reduced
NorthCrest Asset Manangement, LLC12,000$1.83M0.07%−736−5.8%Reduced
Insight Wealth Strategies, LLC11,862$1.81M0.35%+977+9.0%Added
Ashton Thomas Private Wealth, LLC11,827$1.80M0.13%+323+2.8%Added
South Dakota Investment Council11,818$1.80M0.04%−302−2.5%Reduced
Virginia Wealth Management Group, Inc.11,811$1.80M1.22%+24+0.2%Added
First PREMIER Bank11,750$1.79M0.55%00.0%Unchanged
Mechanics Bank Trust Department11,717$1.79M0.30%+48+0.4%Added
Lakeview Capital Partners, LLC11,692$1.78M0.35%−4,405−27.4%Reduced
Orser Capital Management, LLC11,691$1.78M1.80%00.0%Unchanged
Fiduciary Trust Co11,639$1.77M0.03%+780+7.2%Added
Northwestern Mutual Investment Management Company, LLC11,635$1.77M0.05%−43−0.4%Reduced
United Community Bank11,621$1.77M0.87%+85+0.7%Added
Americana Partners, LLC11,594$1.77M0.19%−4,267−26.9%Reduced
Papp L Roy & Associates11,529$1.76M0.24%00.0%Unchanged
Wetherby Asset Management Inc11,528$1.76M0.10%−107−0.9%Reduced
Segall Bryant & Hamill, LLC11,522$1.76M0.02%+55+0.5%Added
Lido Advisors, LLC11,513$1.76M0.02%+967+9.2%Added
Resources Management Corp11,472$1.75M0.28%+2,771+31.8%Added
Cliftonlarsonallen Wealth Advisors, LLC11,439$1.74M0.05%−427−3.6%Reduced
McIlrath & Eck, LLC11,423$1.74M0.35%+53+0.5%Added
Motley Fool Asset Management LLC11,418$1.74M0.14%+926+8.8%Added
Genus Capital Management Inc.11,393$1.74M0.27%−4,255−27.2%Reduced
Field & Main Bank11,375$1.73M0.81%−110−1.0%Reduced
Arjuna Capital11,355$1.73M0.62%+8,613+314.1%Added
Nixon Peabody Trust Co11,331$1.73M1.45%+284+2.6%Added
Shell Asset Management Co11,252$1.72M0.07%+1,147+11.4%Added