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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; 2,378 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, Q4 2023

Institutional positions in Waste Management Inc as of Dec 31, 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
1,875
+150 vs. Q3 2023
Shares held
325.9M
+2.54M (+0.8%) vs. Q3 2023
Total value
$58.4B
+$9.01B (+18.3%) vs. Q3 2023
New holders
236
628 more added
Sold out
86
714 more reduced

26 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 1,875 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: 2,378 institutions
Value heldQ4 2023: $58.4B
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 20262,378$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, Q4 2023

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2023.

Institutions holding WM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC2$00.00%+2New
Blume Capital Management, Inc.0$30.00%0Unchanged
WFA Asset Management Corp0$430.00%0Unchanged
Mowery & Schoenfeld Wealth Management, LLC1$1800.00%+1New
Tfo-TDC, LLC2$3580.00%−1−33.3%Reduced
Orion Capital Management LLC2$3580.00%00.0%Unchanged
Activest Wealth Management3$5370.00%00.0%Unchanged
Atlas Capital Advisors LLC5$8950.00%00.0%Unchanged
New Millennium Group LLC5$9730.00%00.0%Unchanged
Long Island Wealth Management, Inc.5$1.00K0.00%+5New
Clear Investment Research, LLC6$1.07K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.7$1.10K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.7$1.25K0.00%00.0%Unchanged
Life Planning Partners, Inc9$1.61K0.00%+9New
Global Wealth Strategies & Associates14$2.51K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC15$2.69K0.00%+15New
Bear Mountain Capital, Inc.15$2.71K0.00%+15New
Rakuten Securities, Inc.17$3.04K0.00%+17New
Park Place Capital Corp18$3.22K0.00%−418−95.9%Reduced
DecisionPoint Financial, LLC20$3.58K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC21$3.76K0.00%−33−61.1%Reduced
Copeland Capital Management, LLC21$3.76K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.22$3.94K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.22$4.02K0.00%−224−91.1%Reduced
Frazier Financial Advisors, LLC23$4.11K0.00%+23New
Davis Capital Management23$4.12K0.00%+23New
Pineridge Advisors LLC23$4.12K0.00%+23New
Dunhill Financial, LLC23$4.17K0.00%+23New
Cornerstone Planning Group LLC24$4.30K0.00%−12−33.3%Reduced
Raleigh Capital Management Inc.26$4.66K0.00%−19−42.2%Reduced
Bradley & Co. Private Wealth Management, LLC26$4.66K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC27$4.75K0.00%+1+3.8%Added
Stephens Consulting, LLC27$4.84K0.00%00.0%Unchanged
DT Investment Partners, LLC26$4.87K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.29$5.19K0.00%+29New
Eagle Bay Advisors LLC30$5.37K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC31$5.55K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO33$5.91K0.00%−150−82.0%Reduced
J.Safra Asset Management Corp34$6.09K0.00%+34New
SJS Investment Consulting Inc.35$6.27K0.00%+6+20.7%Added
Main Street Group, LTD37$6.63K0.00%+37New
Richard W. Paul & Associates, LLC38$6.81K0.00%−7−15.6%Reduced
Riggs Asset Managment Co. Inc.39$6.99K0.00%00.0%Unchanged
Hexagon Capital Partners LLC44$7.88K0.00%−20−31.3%Reduced
Albion Financial Group45$8.06K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC47$8.42K0.00%+47New
Horizons Wealth Management49$8.78K0.01%00.0%Unchanged
Pacific Center for Financial Services49$8.86K0.00%00.0%Unchanged
Luken Investment Analytics, LLC50$8.96K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC50$8.96K0.00%00.0%Unchanged
Highline Wealth Partners LLC50$8.96K0.00%+40+400.0%Added
JDM Financial Group LLC53$9.49K0.01%00.0%Unchanged
Lee Financial Co53$9.49K0.00%+53New
Vima LLC57$10.3K0.02%+57New
One River Asset Management, LLC58$10.4K0.00%−432−88.2%Reduced
Aspect Partners, LLC58$10.4K0.01%+58New
Bell Investment Advisors, Inc59$10.6K0.00%−7−10.6%Reduced
Bruce G. Allen Investments, LLC59$10.6K0.01%+59New
Gould Capital, LLC60$10.7K0.01%00.0%Unchanged
Centennial Bank61$10.9K0.01%+61New
Northwest Financial Advisors66$11.8K0.01%+66New
Ritter Daniher Financial Advisory LLC66$11.8K0.00%00.0%Unchanged
American Capital Advisory, LLC66$11.8K0.01%+66New
West Branch Capital LLC70$12.5K0.01%−40−36.4%Reduced
Missouri Trust & Investment Co70$12.5K0.01%00.0%Unchanged
Scarborough Advisors, LLC71$12.7K0.00%+71New
Kessler Investment Group, LLC74$13.3K0.01%00.0%Unchanged
Kelly Financial Services LLC77$13.7K0.01%+1+1.3%Added
Kiely Wealth Advisory Group, Inc.75$13.9K0.01%+75New
Maryland Capital Advisors Inc.80$14.3K0.01%00.0%Unchanged
Trust Co81$14.5K0.00%00.0%Unchanged
Archer Investment Corp83$14.9K0.00%00.0%Unchanged
Evermay Wealth Management LLC83$14.9K0.00%+3+3.8%Added
Roble, Belko & Company, Inc84$15.0K0.00%00.0%Unchanged
4Thought Financial Group Inc.85$15.2K0.01%+85New
Sound Income Strategies, LLC86$15.4K0.00%00.0%Unchanged
Country Trust Bank90$16.1K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group91$16.3K0.01%00.0%Unchanged
Partnership Wealth Management, LLC88$16.3K0.01%+88New
Private Ocean, LLC100$17.9K0.00%00.0%Unchanged
Fortis Group Advisors, LLC100$17.9K0.00%+50+100.0%Added
Lowe Wealth Advisors, LLC102$18.3K0.01%00.0%Unchanged
Focused Wealth Management, Inc102$18.3K0.00%00.0%Unchanged
Nemes Rush Group LLC102$18.3K0.00%00.0%Unchanged
Point72 Europe (London) LLP105$18.8K0.00%+105New
Fairway Wealth LLC105$18.8K0.01%+105New
Jackson, Grant Investment Advisers, Inc.109$19.5K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC115$20.6K0.01%00.0%Unchanged
PFS Partners, LLC120$21.5K0.01%00.0%Unchanged
Fortitude Family Office, LLC130$23.3K0.02%+130New
Richardson Financial Services Inc.133$23.8K0.02%+133New
Blue Bell Private Wealth Management, LLC134$24.0K0.01%00.0%Unchanged
DHJJ Financial Advisors, Ltd.139$24.9K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.142$25.5K0.00%−4−2.7%Reduced
Beacon Capital Management, LLC171$26.1K0.01%−19−10.0%Reduced
Mendota Financial Group, LLC146$26.1K0.02%00.0%Unchanged
Altshuler Shaham Ltd147$26.3K0.00%−27−15.5%Reduced
True Wealth Design, LLC150$26.8K0.01%00.0%Unchanged
Sachetta, LLC153$27.5K0.01%+153New
Atticus Wealth Management, LLC155$27.7K0.01%−137−46.9%Reduced