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Livermore
Livermore
ZHEN

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.

Q4 2023 vs. Q3 2023

How the institutions holding Waste Management Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of WM: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,751261,875+150
Shares324.2M808.2K325.9M+2.54M (+0.8%)
Value$49.5B$123.3M$58.4B+$9.01B (+18.3%)

26 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (236)

Institutions that held Waste Management Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 236 by value.

Institutions new to WM in Q4 2023
InstitutionSharesValue% of portfolio
Capital Wealth Planning, LLC482,212$86.4M0.99%
Susquehanna Portfolio Strategies, LLC223,588$40.0M0.71%
AustralianSuper Pty Ltd183,029$32.8M0.20%
Degroof Petercam Asset Management133,904$24.0M0.32%
Foster Dykema Cabot & Partners, LLC116,160$20.8M2.20%
Sapient Capital LLC95,132$17.0M0.44%
Banco Santander, S.A.68,150$12.2M0.14%
Pathstone Holdings, LLC65,937$11.8M0.06%
HighPoint Advisor Group LLC47,147$9.98M0.72%
TCW Group Inc51,357$9.15M0.10%
HRT Financial LP47,286$8.47M0.06%
Two Sigma Advisers, LP46,900$8.40M0.02%
GLOBALT Investments LLC46,806$8.38M0.35%
Worldquant Millennium Advisors LLC46,368$8.30M0.12%
Generate Investment Management Ltd42,746$7.66M0.66%
Varma Mutual Pension Insurance Co38,809$6.95M0.08%
Woodline Partners LP38,203$6.84M0.07%
DLK Investment Management, LLC33,429$5.99M2.73%
Focus Financial Network Inc27,877$4.99M0.19%
Evergreen Private Wealth LLC27,506$4.93M2.66%
Quadrature Capital Ltd26,808$4.80M0.09%
Old Mission Capital LLC24,246$4.34M0.12%
Groupama Asset Managment21,546$3.86M0.10%
Rockline Wealth Management, LLC21,365$3.83M1.59%
Meeder Asset Management Inc18,700$3.35M0.26%
Teza Capital Management LLC17,268$3.09M0.52%
L & S Advisors Inc16,770$3.00M0.37%
Concurrent Investment Advisors, LLC16,683$2.99M0.14%
Tudor Investment Corp Et Al15,854$2.84M0.04%
KKM Financial LLC12,215$2.19M1.38%
IronBridge Private Wealth, LLC11,840$2.12M1.03%
Winton Group Ltd10,996$1.97M0.14%
Weaver Capital Management LLC10,320$1.85M0.75%
Rothschild Investment LLC10,107$1.81M0.15%
Colony Group, LLC10,053$1.80M0.02%
Patrick M Sweeney & Associates, Inc9,504$1.70M1.56%
Trexquant Investment LP9,339$1.67M0.04%
FJ Investments, LLC9,115$1.63M0.08%
OV Management LLC8,300$1.49M1.23%
Alta Capital Management LLC7,825$1.40M0.09%
Alaska Permanent Fund Corp7,158$1.28M0.02%
Veracity Capital LLC7,052$1.26M0.51%
Counterweight Ventures, LLC6,819$1.22M1.11%
BayBridge Capital Group, LLC6,516$1.18M1.10%
Brevan Howard Capital Management LP6,393$1.14M0.12%
Quadcap Wealth Management, LLC6,349$1.14M0.29%
Quest Partners LLC6,161$1.10M0.23%
Central Valley Advisors, LLC5,807$1.04M0.61%
New Century Financial Group, LLC5,619$1.01M0.87%
Scissortail Wealth Management, LLC5,377$996.6K0.32%
Pearl River Capital, LLC5,524$989.3K0.16%
Ables, Iannone, Moore & Associates, Inc.5,513$987.4K0.75%
Trust Point Inc.5,386$964.6K0.08%
Secured Retirement Advisors, LLC5,222$935.3K0.90%
First Trust Investment Solutions L.P.5,117$916.5K0.19%
Engineers Gate Manager LP5,054$905.2K0.03%
Okabena Investment Services Inc5,040$902.7K0.35%
Wolverine Asset Management LLC5,000$895.5K0.01%
CTC Alternative Strategies, Ltd.4,798$859.3K1.78%
Tyche Wealth Partners LLC4,608$825.3K0.20%
OneAscent Financial Services LLC4,524$810.0K0.10%
Correct Capital Wealth Management4,374$783.3K0.20%
Harbour Trust & Investment Management Co4,075$729.8K0.10%
Seamount Financial Group Inc3,820$684.2K0.66%
Lake Street Advisors Group, LLC3,744$670.5K0.03%
Sanibel Captiva Trust Company, Inc.3,655$654.6K0.02%
Addison Capital Co3,601$644.9K0.40%
GAMMA Investing LLC3,133$581.6K0.16%
TCG Advisory Services, LLC3,217$576.2K0.04%
HTLF Bank3,182$569.9K0.07%
Waverton Investment Management Ltd3,100$555.7K0.01%
Simplicity Wealth,LLC3,091$553.6K0.21%
Principal Securities, Inc.2,971$532.2K0.02%
Kuhn & Co Investment Counsel2,691$482.0K0.49%
Colonial River Wealth Management, LLC2,685$480.9K0.29%
Falcon Wealth Planning2,666$477.4K0.08%
Midland Wealth Advisors LLC2,569$460.1K0.03%
Skopos Labs, Inc.2,567$459.8K0.22%
Signal Advisors Wealth, LLC2,515$450.4K0.16%
Flputnam Investment Management Co2,470$442.4K0.01%
Stablepoint Partners, LLC2,467$441.8K0.11%
Mesirow Financial Investment Management, Inc.2,422$433.8K0.02%
Seeds Investor LLC2,413$432.2K0.49%
Portfolio Design Labs, LLC2,406$430.9K0.16%
Creekmur Asset Management LLC2,336$418.3K0.13%
Atomi Financial Group, Inc.2,307$413.1K0.06%
Saturna Capital CORP2,162$387.2K0.01%
Smartleaf Asset Management LLC2,146$378.8K0.10%
Catalytic Wealth RIA, LLC1,991$356.6K0.16%
Morningstar Investment Services LLC1,998$356.0K0.00%
First Financial Bankshares Inc1,968$352.5K0.01%
First Western Trust Bank1,916$343.2K0.02%
Trust Co of the South1,891$338.7K0.09%
Capital Management Associates, Inc1,849$331.2K0.30%
Savvy Advisors, Inc.1,807$323.6K0.31%
Aviso Wealth Management1,789$320.4K0.23%
Breed's Hill Capital LLC1,773$317.5K0.31%
Leelyn Smith, LLC1,762$315.5K0.07%
FDx Advisors, Inc.1,760$315.0K0.02%
Advisor Resource Council1,749$313.3K0.04%

Sold out (86)

Institutions that held Waste Management Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of WM in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
SeaTown Holdings Pte. Ltd.64,930$9.90M
Fund Management at Engine No. 1 LLC56,997$8.69M
Chiron Investment Management, LLC38,570$5.88M
Prana Capital Management, LP34,125$5.20M
FORA Capital, LLC28,367$4.32M
Centiva Capital, LP23,081$3.52M
Evoke Wealth, LLC21,763$3.32M
Y-Intercept (Hong Kong) Ltd16,082$2.45M
Echo Street Capital Management LLC15,940$2.43M
Cohen Lawrence B15,492$2.36M
Stoneridge Investment Partners LLC14,213$2.17M
GAM Holding AG13,783$2.10M
Connolly Sarah T.13,096$2.00M
Virginia Wealth Management Group, Inc.11,811$1.80M
Segall Bryant & Hamill, LLC11,522$1.76M
Genus Capital Management Inc.11,393$1.74M
Dark Forest Capital Management LP10,831$1.65M
Members Capital Advisors Inc10,752$1.64M
Saxon Interests, Inc.9,609$1.46M
Peterson Wealth Management9,077$1.38M
Legacy Financial Group LLC8,762$1.34M
MQS Management LLC7,636$1.16M
Luts & Greenleigh Group, Inc7,303$1.11M
TCWP LLC7,245$1.10M
Quantbot Technologies LP6,983$1.06M
Portman Square Capital LLP5,798$883.8K
Fox Run Management, L.L.C.5,499$838.3K
Duality Advisers, LP5,197$792.2K
Virtu Financial LLC5,077$774.0K
Toews Corp5,000$762.2K
Gateway Wealth Partners, LLC4,781$728.9K
Wealth Quarterback LLC4,545$692.9K
Oak Thistle LLC4,535$691.3K
Fiera Capital Corp4,050$617.4K
Harbert Fund Advisors, Inc.3,500$533.5K
Sherbrooke Park Advisers LLC3,477$530.0K
Oversea-Chinese Banking CORP Ltd3,456$526.9K
AFS Financial Group, LLC3,220$490.9K
Dopkins Wealth Management, LLC3,217$490.4K
Eventide Asset Management, LLC3,173$483.7K
Kinneret Advisory, LLC3,153$480.6K
Landscape Capital Management, L.L.C.3,120$475.6K
Sanders Morris Harris LLC3,042$463.7K
SRB Corp2,956$450.6K
Two Sigma Securities, LLC2,947$449.2K
Global Assets Advisory, LLC2,588$394.5K
Financial Strategies Group, Inc.1,905$304.9K
BBR Partners, LLC1,974$300.9K
Morris Retirement Advisors, LLC1,929$294.1K
Bessemer Securities LLC1,911$291.0K
SevenOneSeven Capital Management1,682$288.8K
WealthShield Partners, LLC1,855$282.8K
Eudaimonia Partners, LLC1,853$282.5K
Baader Bank INC1,806$270.2K
Midwest Financial Group LLC1,755$268.0K
Campbell & CO Investment Adviser LLC1,635$249.2K
Soltis Investment Advisors LLC1,579$240.6K
Vicus Capital1,539$234.6K
Childress Capital Advisors, LLC1,397$213.0K
Essex Private Wealth Management, LLC1,370$208.8K
Fort Sheridan Advisors LLC1,355$206.6K
Boston Common Asset Management, LLC1,325$202.0K
NinePointTwo Capital1,329$202.0K
Acropolis Investment Management, LLC715$109.0K
Stonebridge Capital Advisors LLC694$105.8K
Riverview Trust Co675$102.9K
Certified Advisory Corp17,706$99.0K
Briaud Financial Planning, Inc585$89.0K
CWS Financial Advisors, LLC466$71.0K
Headlands Technologies LLC334$50.9K
Carmel Capital Partners, LLC235$35.8K
Earnest Partners LLC200$30.5K
West Tower Group, LLC169$25.8K
Optiver Holding B.V.94$14.3K
Aspire Private Capital, LLC90$13.8K
RVW Wealth, LLC83$12.7K
Bull Oak Capital, LLC44$6.71K
Provence Wealth Management Group42$6.40K
Silicon Valley Capital Partners40$6.15K
Hibernia Wealth Partners, LLC27$4.12K
Pension & Wealth Management Advisors, Inc.24$3.66K
West Financial Advisors, LLC20$3.05K
Authentikos Wealth Advisory, LLC19$2.90K
Impact Partnership Wealth, LLC18$2.74K
GoalVest Advisory LLC17$2.59K
Providence Capital Advisors, LLC8$1.22K

Not filed for Q4 2023 yet (26)

Institutions that held Waste Management Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WM in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al275,000$41.9M
First Republic Investment Management, Inc.224,721$34.3M
Foster Dykema Cabot & Co Inc111,521$17.0M
Mastrapasqua Asset Management Inc63,051$9.61M
Advisor Partners II, LLC27,134$4.14M
Pathstone Family Office, LLC26,690$4.07M
Comerica Securities,inc.11,108$1.69M
Payden & Rygel Investment Group10,300$1.57M
Focus Financial Network, Inc.10,145$1.55M
Rothschild Investment Corp9,926$1.51M
Colony Group LLC9,887$1.51M
Gyroscope Capital Management Group, LLC5,153$785.5K
Tradewinds, LLC.4,118$627.7K
Community Financial Services Group, LLC3,344$509.8K
Mark Stevens3,327$507.2K
Bryn Mawr Trust Co2,907$443.1K
Truadvice, LLC2,524$433.5K
Amica Retiree Medical Trust2,690$410.0K
Old North State Trust, LLC1,910$291.0K
Column Capital Advisors, LLC952$145.1K
Cyrus J. Lawrence, LLC645$98.0K
Sutton Wealth Advisors Inc.554$84.5K
Johnson Midwest Financial, LLC284$43.3K
KB Financial Partners, LLC202$31.0K
Steward Financial Group LLC105$16.0K
WFA of San Diego, LLC30$4.57K