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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,379 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,325 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,207 | $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 |
|---|---|---|---|---|---|
| First National Advisers, LLC | 11,244 | $1.71M | 0.77% | +4,524+67.3% | Added |
| TD Private Client Wealth LLC | 11,219 | $1.71M | 0.07% | −1,462−11.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,216 | $1.71M | 0.86% | +1,484+15.2% | Added |
| Kingswood Wealth Advisors, LLC | 3,316 | $1.71M | 0.29% | −1,199−26.6% | Reduced |
| Hudson Canyon Capital Management | 11,187 | $1.71M | 1.39% | 00.0% | Unchanged |
| Comerica Securities,inc. | 11,108 | $1.69M | 0.14% | −822−6.9% | Reduced |
| Lederer & Associates Investment Counsel | 11,099 | $1.69M | 1.34% | +43+0.4% | Added |
| Little House Capital LLC | 11,083 | $1.69M | 0.69% | −3,419−23.6% | Reduced |
| Allworth Financial LP | 11,057 | $1.69M | 0.01% | −56−0.5% | Reduced |
| Aldebaran Financial Inc. | 11,055 | $1.69M | 2.75% | −1,247−10.1% | Reduced |
| United Services Automobile Association | 11,034 | $1.68M | 0.04% | −458−4.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,952 | $1.67M | 0.11% | +437+4.2% | Added |
| Sonora Investment Management Group, LLC | 10,945 | $1.67M | 0.14% | −369−3.3% | Reduced |
| Adirondack Trust Co | 10,911 | $1.66M | 0.83% | −85−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 10,905 | $1.66M | 0.01% | −2,570−19.1% | Reduced |
| Ancora Advisors, LLC | 10,862 | $1.66M | 0.04% | −628−5.5% | Reduced |
| Dark Forest Capital Management LP | 10,831 | $1.65M | 0.14% | +1,898+21.2% | Added |
| IAM Advisory, LLC | 10,814 | $1.65M | 0.58% | +249+2.4% | Added |
| Thoroughbred Financial Services, LLC | 10,762 | $1.64M | 0.16% | +3,340+45.0% | Added |
| Members Capital Advisors Inc | 10,752 | $1.64M | 2.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 10,691 | $1.63M | 0.26% | +1,255+13.3% | Added |
| Sumitomo Life Insurance Co | 10,560 | $1.61M | 0.05% | −137−1.3% | Reduced |
| GFS Advisors, LLC | 10,450 | $1.59M | 0.25% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 10,445 | $1.59M | 0.24% | −5,006−32.4% | Reduced |
| AlphaMark Advisors, LLC | 10,419 | $1.59M | 0.68% | −256−2.4% | Reduced |
| Ostrum Asset Management | 10,376 | $1.58M | 0.15% | −51−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 10,330 | $1.57M | 0.13% | −220−2.1% | Reduced |
| Westpac Banking Corp | 10,308 | $1.57M | 0.12% | −5,476−34.7% | Reduced |
| Hunter Associates Investment Management LLC | 10,300 | $1.57M | 0.32% | −200−1.9% | Reduced |
| Payden & Rygel | 10,300 | $1.57M | 0.12% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 10,300 | $1.57M | 0.12% | +10,300 | New |
| DFPG Investments, LLC | 9,231 | $1.57M | 0.15% | −646−6.5% | Reduced |
| Canton Hathaway, LLC | 10,233 | $1.56M | 0.49% | −50.0% | Reduced |
| Greenleaf Trust | 10,227 | $1.56M | 0.02% | −262−2.5% | Reduced |
| Spire Wealth Management | 10,195 | $1.55M | 0.06% | +1,703+20.1% | Added |
| Lavaca Capital LLC | 10,160 | $1.55M | 0.56% | −397−3.8% | Reduced |
| Focus Financial Network, Inc. | 10,145 | $1.55M | 0.09% | −119−1.2% | Reduced |
| Alberta Investment Management Corp | 10,100 | $1.54M | 0.02% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 10,019 | $1.53M | 0.26% | +72+0.7% | Added |
| Garrett Investment Advisors LLC | 9,978 | $1.52M | 0.20% | +277+2.9% | Added |
| Essex LLC | 9,960 | $1.52M | 0.43% | −1,020−9.3% | Reduced |
| Rothschild Investment Corp | 9,926 | $1.51M | 0.13% | −260−2.6% | Reduced |
| Independent Financial Group, LLC | 9,902 | $1.51M | 0.10% | −116−1.2% | Reduced |
| Colony Group LLC | 9,887 | $1.51M | 0.02% | −881−8.2% | Reduced |
| We Are One Seven, LLC | 9,881 | $1.51M | 0.12% | +16+0.2% | Added |
| Accretive Wealth Partners, LLC | 9,864 | $1.50M | 0.90% | +23+0.2% | Added |
| Wellington Shields & Co., LLC | 9,717 | $1.48M | 0.37% | +10.0% | Added |
| Kingsview Wealth Management, LLC | 9,708 | $1.48M | 0.05% | −175−1.8% | Reduced |
| Garner Asset Management Corp | 9,669 | $1.47M | 0.88% | +78+0.8% | Added |
| Caliber Wealth Management, LLC | 9,609 | $1.46M | 0.99% | +327+3.5% | Added |
| Saxon Interests, Inc. | 9,609 | $1.46M | 0.99% | +9,609 | New |
| HMS Capital Management, LLC | 9,536 | $1.45M | 0.96% | −442−4.4% | Reduced |
| Parsons Capital Management Inc | 9,510 | $1.45M | 0.11% | −152−1.6% | Reduced |
| Azzad Asset Management Inc | 9,442 | $1.44M | 0.20% | +170+1.8% | Added |
| NVWM, LLC | 9,440 | $1.44M | 0.47% | +744+8.6% | Added |
| Mutual Advisors, LLC | 9,418 | $1.44M | 0.06% | +93+1.0% | Added |
| Schulhoff & Co Inc | 9,415 | $1.44M | 0.73% | −2,110−18.3% | Reduced |
| Sequoia Financial Advisors, LLC | 9,414 | $1.44M | 0.03% | −551−5.5% | Reduced |
| Balyasny Asset Management LLC | 9,402 | $1.43M | 0.00% | +919+10.8% | Added |
| Columbia Asset Management | 9,329 | $1.42M | 0.32% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 9,300 | $1.42M | 0.06% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 9,270 | $1.41M | 1.07% | −750−7.5% | Reduced |
| Karpas Strategies, LLC | 9,258 | $1.41M | 0.52% | −178−1.9% | Reduced |
| Natixis Investment Managers International | 9,208 | $1.40M | 0.11% | −282−3.0% | Reduced |
| EP Wealth Advisors, LLC | 9,179 | $1.40M | 0.02% | −3,445−27.3% | Reduced |
| Veriti Management LLC | 9,168 | $1.40M | 0.16% | +919+11.1% | Added |
| Northeast Financial Group, Inc. | 9,153 | $1.40M | 0.86% | +374+4.3% | Added |
| Valeo Financial Advisors, LLC | 9,142 | $1.39M | 0.06% | −233−2.5% | Reduced |
| Syntax Research, Inc. | 9,140 | $1.39M | 1.13% | +9,140 | New |
| Ascent Group, LLC | 8,167 | $1.39M | 0.15% | −10,345−55.9% | Reduced |
| Unigestion Holding SA | 9,087 | $1.39M | 0.09% | −787−8.0% | Reduced |
| Peterson Wealth Management | 9,077 | $1.38M | 1.14% | −341−3.6% | Reduced |
| Castle Rock Wealth Management, LLC | 8,940 | $1.38M | 0.46% | +3,344+59.8% | Added |
| Great Valley Advisor Group, Inc. | 9,051 | $1.38M | 0.06% | +40.0% | Added |
| Powers Advisory Group, LLC | 8,970 | $1.37M | 0.93% | −189−2.1% | Reduced |
| Coldstream Capital Management Inc | 8,969 | $1.37M | 0.04% | +1,796+25.0% | Added |
| Aries Wealth Management | 8,515 | $1.36M | 0.53% | +425+5.3% | Added |
| Citizens Financial Group Inc | 8,921 | $1.36M | 0.06% | −1,480−14.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,920 | $1.36M | 0.17% | +250+2.9% | Added |
| Institute for Wealth Management, LLC. | 8,884 | $1.35M | 0.25% | −88−1.0% | Reduced |
| Leonteq Securities AG | 8,865 | $1.35M | 0.14% | +260+3.0% | Added |
| LGT Group Foundation | 8,937 | $1.35M | 0.03% | +1,088+13.9% | Added |
| Oak Asset Management, LLC | 8,827 | $1.35M | 0.58% | +205+2.4% | Added |
| Blodgett Wealth Advisors, LLC | 8,811 | $1.34M | 1.48% | −100−1.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,806 | $1.34M | 0.02% | +516+6.2% | Added |
| Roanoke Asset Management Corp | 8,805 | $1.34M | 0.55% | −136−1.5% | Reduced |
| Lincoln National Corp | 8,800 | $1.34M | 0.03% | +560+6.8% | Added |
| Armstrong Advisory Group, Inc | 8,788 | $1.34M | 0.15% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 8,762 | $1.34M | 0.31% | +8,762 | New |
| Ballentine Partners, LLC | 8,748 | $1.33M | 0.03% | −1,311−13.0% | Reduced |
| Garrison Point Advisors, LLC | 8,725 | $1.33M | 1.03% | −125−1.4% | Reduced |
| Wedbush Securities Inc | 8,725 | $1.33M | 0.07% | +946+12.2% | Added |
| Alpine Woods Capital Investors, LLC | 8,572 | $1.31M | 0.21% | −496−5.5% | Reduced |
| Bank of New Hampshire | 8,561 | $1.31M | 0.39% | −471−5.2% | Reduced |
| Pegasus Partners Ltd. | 8,479 | $1.29M | 0.18% | +1,023+13.7% | Added |
| Aspen Investment Management Inc | 8,350 | $1.27M | 0.77% | −131−1.5% | Reduced |
| McRae Capital Management Inc | 8,335 | $1.27M | 0.38% | −650−7.2% | Reduced |
| Cim Investment Mangement Inc | 8,330 | $1.27M | 0.46% | −164−1.9% | Reduced |
| Griffin Asset Management, Inc. | 8,329 | $1.27M | 0.18% | +26+0.3% | Added |
| Chicago Partners Investment Group LLC | 8,134 | $1.27M | 0.07% | +284+3.6% | Added |