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 |
|---|---|---|---|---|---|
| Imprint Wealth LLC | 8,321 | $1.27M | 1.07% | +212+2.6% | Added |
| Signaturefd, LLC | 8,313 | $1.27M | 0.03% | +271+3.4% | Added |
| Oxbow Advisors, LLC | 8,275 | $1.26M | 0.20% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 8,251 | $1.26M | 1.04% | +148+1.8% | Added |
| Meiji Yasuda Life Insurance Co | 8,247 | $1.26M | 0.03% | −6,041−42.3% | Reduced |
| Arrow Financial Corp | 8,244 | $1.26M | 0.15% | −10,000−54.8% | Reduced |
| O'Brien Greene & Co. Inc | 8,200 | $1.25M | 0.46% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 8,175 | $1.25M | 0.01% | −878−9.7% | Reduced |
| Becker Capital Management Inc | 8,162 | $1.24M | 0.05% | +41+0.5% | Added |
| Meridian Wealth Management, LLC | 8,138 | $1.24M | 0.08% | −398−4.7% | Reduced |
| WBH Advisory Inc | 8,108 | $1.24M | 0.15% | −80−1.0% | Reduced |
| Sage Investment Advisers LLC | 8,044 | $1.23M | 1.68% | −600−6.9% | Reduced |
| WT Wealth Management | 8,039 | $1.23M | 0.53% | +355+4.6% | Added |
| Capital Investment Advisors, LLC | 8,032 | $1.22M | 0.03% | +188+2.4% | Added |
| Ameritas Advisory Services, LLC | 7,742 | $1.22M | 0.06% | +2,218+40.2% | Added |
| Tokio Marine Asset Management Co Ltd | 7,992 | $1.22M | 0.08% | +559+7.5% | Added |
| Prospera Financial Services Inc | 7,954 | $1.21M | 0.05% | +1,086+15.8% | Added |
| Herold Advisors, Inc. | 7,946 | $1.21M | 0.37% | +5,199+189.3% | Added |
| Sterling Investment Management, Inc. | 7,901 | $1.20M | 1.07% | −3,391−30.0% | Reduced |
| Ironwood Investment Counsel, LLC | 7,896 | $1.20M | 0.28% | −1,076−12.0% | Reduced |
| IHT Wealth Management, LLC | 7,886 | $1.20M | 0.06% | +442+5.9% | Added |
| Boston Financial Mangement LLC | 7,883 | $1.20M | 0.04% | +111+1.4% | Added |
| Private Trust Co NA | 7,880 | $1.20M | 0.16% | +361+4.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,844 | $1.20M | 0.63% | −56−0.7% | Reduced |
| Parallel Advisors, LLC | 7,829 | $1.19M | 0.04% | −421−5.1% | Reduced |
| MBM Wealth Consultants, LLC | 7,466 | $1.19M | 0.52% | +420+6.0% | Added |
| Northwest Bancshares, Inc. | 7,774 | $1.19M | 0.23% | +267+3.6% | Added |
| Level Four Advisory Services, LLC | 7,768 | $1.18M | 0.08% | +409+5.6% | Added |
| United Capital Management of KS, Inc. | 7,735 | $1.18M | 0.40% | −184−2.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,663 | $1.17M | 0.02% | −160−2.0% | Reduced |
| Fayez Sarofim & Co | 7,639 | $1.16M | 0.00% | +20.0% | Added |
| MQS Management LLC | 7,636 | $1.16M | 0.71% | +2,513+49.1% | Added |
| Horizon Investments, LLC | 7,601 | $1.16M | 0.04% | +351+4.8% | Added |
| Zions Bancorporation, N.A. | 7,574 | $1.15M | 0.10% | +552+7.9% | Added |
| Mystic Asset Management, Inc. | 7,500 | $1.14M | 0.64% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,411 | $1.13M | 0.01% | −1,460−16.5% | Reduced |
| Aigen Investment Management, LP | 7,396 | $1.13M | 0.21% | +7,396 | New |
| Prairie Sky Financial Group LLC | 7,368 | $1.12M | 0.79% | +20.0% | Added |
| Stokes Family Office, LLC | 7,358 | $1.12M | 0.13% | +119+1.6% | Added |
| Equitable Holdings, Inc. | 7,351 | $1.12M | 0.02% | +1,750+31.2% | Added |
| West Family Investments, Inc. | 7,339 | $1.12M | 0.39% | −50−0.7% | Reduced |
| FRG Family Wealth Advisors LLC | 7,332 | $1.12M | 0.25% | −375−4.9% | Reduced |
| Ignite Planners, LLC | 7,205 | $1.11M | 0.34% | +158+2.2% | Added |
| Luts & Greenleigh Group, Inc | 7,303 | $1.11M | 1.38% | +10.0% | Added |
| Blueshift Asset Management, LLC | 7,266 | $1.11M | 0.65% | +1,785+32.6% | Added |
| Seven Eight Capital, LP | 7,260 | $1.11M | 0.13% | +7,260 | New |
| TCWP LLC | 7,245 | $1.10M | 0.84% | +30+0.4% | Added |
| Strategic Wealth Partners, Ltd. | 7,245 | $1.10M | 0.15% | −194−2.6% | Reduced |
| Consolidated Portfolio Review Corp | 7,239 | $1.10M | 0.27% | +70+1.0% | Added |
| AdvisorNet Financial, Inc | 7,211 | $1.10M | 0.10% | +4,494+165.4% | Added |
| First Manhattan Co | 7,185 | $1.10M | 0.00% | +4,948+221.2% | Added |
| Jaffetilchin Investment Partners, LLC | 7,115 | $1.08M | 0.12% | −109−1.5% | Reduced |
| Evercore Wealth Management, LLC | 7,105 | $1.08M | 0.02% | +258+3.8% | Added |
| Quaero Capital S.A. | 7,100 | $1.08M | 1.03% | −4,640−39.5% | Reduced |
| Nations Financial Group Inc, | 7,057 | $1.08M | 0.11% | −587−7.7% | Reduced |
| Stiles Financial Services Inc | 7,032 | $1.07M | 0.56% | +165+2.4% | Added |
| Quantbot Technologies LP | 6,983 | $1.06M | 0.07% | +2,429+53.3% | Added |
| LMCG Investments, LLC | 6,978 | $1.06M | 0.07% | 00.0% | Unchanged |
| Rogco, LP | 6,912 | $1.05M | 0.52% | +6,912 | New |
| Franklin Street Advisors Inc | 6,902 | $1.05M | 0.09% | −3,391−32.9% | Reduced |
| Baker Ellis Asset Management LLC | 6,895 | $1.05M | 0.19% | −365−5.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,895 | $1.05M | 0.09% | −33−0.5% | Reduced |
| Legacy Bridge, LLC | 6,875 | $1.05M | 0.75% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,807 | $1.04M | 0.02% | −1,105−14.0% | Reduced |
| LMG Wealth Partners, LLC | 6,778 | $1.03M | 0.31% | +695+11.4% | Added |
| GPS Wealth Strategies Group, LLC | 6,744 | $1.03M | 0.20% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6,681 | $1.02M | 0.05% | −79−1.2% | Reduced |
| Proequities, Inc. | 6,675 | $1.02M | 0.08% | +584+9.6% | Added |
| Fisher Asset Management, LLC | 6,672 | $1.02M | 0.00% | +963+16.9% | Added |
| Commonwealth Retirement Investments LLC | 6,662 | $1.02M | 0.59% | −14,451−68.4% | Reduced |
| Balentine LLC | 6,653 | $1.01M | 0.03% | −585−8.1% | Reduced |
| Catalyst Capital Advisors LLC | 6,647 | $1.01M | 0.03% | −673−9.2% | Reduced |
| Merit Financial Group, LLC | 6,633 | $1.01M | 0.03% | +194+3.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,629 | $1.01M | 0.10% | +121+1.9% | Added |
| New England Research & Management, Inc. | 6,625 | $1.01M | 0.58% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,539 | $996.8K | 0.09% | −104−1.6% | Reduced |
| Western Wealth Management, LLC | 6,538 | $996.6K | 0.08% | +370+6.0% | Added |
| Buckingham Strategic Partners | 6,502 | $991.3K | 0.05% | +1,035+18.9% | Added |
| McDaniel Terry & Co | 6,500 | $991.0K | 0.10% | +3,000+85.7% | Added |
| PKO Investment Management Joint-Stock Co | 6,412 | $977.4K | 0.13% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 6,361 | $969.7K | 0.76% | 00.0% | Unchanged |
| VeraBank, N.A. | 6,340 | $966.5K | 0.37% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 6,311 | $962.1K | 0.64% | −141−2.2% | Reduced |
| Unique Wealth, LLC | 6,254 | $953.4K | 0.40% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,248 | $952.0K | 0.23% | +4,605+280.3% | Added |
| Caldwell Trust Co | 6,237 | $950.8K | 0.13% | −80−1.3% | Reduced |
| Vident Advisory, LLC | 6,174 | $941.2K | 0.03% | +6,174 | New |
| Wedgewood Investors Inc | 6,150 | $937.5K | 1.27% | −550−8.2% | Reduced |
| Arkadios Wealth Advisors | 6,134 | $935.1K | 0.09% | +232+3.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,093 | $928.8K | 0.60% | +10.0% | Added |
| Cobblestone Capital Advisors LLC | 6,083 | $927.3K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 6,069 | $925.1K | 0.81% | 00.0% | Unchanged |
| Graypoint LLC | 6,019 | $917.5K | 0.09% | +21+0.4% | Added |
| Confluence Wealth Services, Inc. | 6,009 | $916.0K | 0.18% | +7+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 6,002 | $914.9K | 0.03% | +29+0.5% | Added |
| Birch Hill Investment Advisors LLC | 5,989 | $913.0K | 0.05% | −20−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 5,963 | $909.0K | 0.01% | +493+9.0% | Added |
| Morningstar Investment Management LLC | 5,959 | $908.0K | 0.12% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,950 | $907.2K | 0.05% | −104−1.7% | Reduced |
| L.M. Kohn & Company | 5,949 | $906.8K | 0.33% | −315−5.0% | Reduced |