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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 5,061 | $906.4K | 0.34% | +189+3.9% | Added |
| Empowered Funds, LLC | 5,070 | $908.0K | 0.02% | +831+19.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,093 | $912.2K | 0.38% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 5,107 | $914.0K | 0.40% | −68−1.3% | Reduced |
| First Trust Investment Solutions L.P. | 5,117 | $916.5K | 0.19% | +5,117 | New |
| Fulton Bank, N.A. | 5,146 | $921.6K | 0.04% | −24−0.5% | Reduced |
| NEOS Investment Management LLC | 5,181 | $927.9K | 0.09% | +1,452+38.9% | Added |
| HBK Sorce Advisory LLC | 5,185 | $928.6K | 0.04% | −762−12.8% | Reduced |
| Valmark Advisers, Inc. | 5,219 | $934.6K | 0.02% | −33−0.6% | Reduced |
| Secured Retirement Advisors, LLC | 5,222 | $935.3K | 0.90% | +5,222 | New |
| CWA Asset Management Group, LLC | 5,251 | $940.5K | 0.06% | −159−2.9% | Reduced |
| Kathmere Capital Management, LLC | 5,263 | $942.6K | 0.12% | +1,517+40.5% | Added |
| High Net Worth Advisory Group LLC | 5,266 | $943.1K | 0.35% | +580+12.4% | Added |
| Summit Trail Advisors, LLC | 5,277 | $945.0K | 0.03% | −202−3.7% | Reduced |
| Jump Financial, LLC | 5,282 | $946.0K | 0.03% | +1,126+27.1% | Added |
| Essex Financial Services, Inc. | 5,340 | $956.6K | 0.10% | +37+0.7% | Added |
| Clear Creek Financial Management, LLC | 5,362 | $960.4K | 0.15% | −136−2.5% | Reduced |
| South State Corp. | 5,372 | $962.1K | 0.08% | −123−2.2% | Reduced |
| Segment Wealth Management, LLC | 5,374 | $962.5K | 0.09% | −150−2.7% | Reduced |
| Trust Point Inc. | 5,386 | $964.6K | 0.08% | +5,386 | New |
| MRP Capital Investments, LLC | 5,390 | $965.3K | 1.04% | −7,793−59.1% | Reduced |
| TCM Advisors, LLC | – | $967.1K | 0.78% | – | – |
| Avantax Planning Partners, Inc. | 5,420 | $970.7K | 0.04% | +1,289+31.2% | Added |
| RMR Wealth Builders | 5,427 | $971.9K | 0.14% | +1,248+29.9% | Added |
| RDA Financial Network | 5,427 | $971.9K | 0.37% | +193+3.7% | Added |
| SOL Capital Management CO | 5,450 | $976.0K | 0.13% | 00.0% | Unchanged |
| World Equity Group, Inc. | 5,450 | $976.1K | 0.20% | +751+16.0% | Added |
| Kovack Advisors, Inc. | 5,454 | $976.7K | 0.12% | −166−3.0% | Reduced |
| Monument Capital Management | 5,461 | $978.1K | 0.31% | −62−1.1% | Reduced |
| Edgestream Partners, L.P. | 5,503 | $985.6K | 0.07% | +3,771+217.7% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 5,513 | $987.4K | 0.75% | +5,513 | New |
| First Pacific Financial | 5,516 | $987.9K | 0.30% | −34−0.6% | Reduced |
| Hilltop Holdings Inc. | 5,517 | $988.0K | 0.11% | −226−3.9% | Reduced |
| Benjamin Edwards Inc | 5,521 | $989.0K | 0.22% | −727−11.6% | Reduced |
| Pearl River Capital, LLC | 5,524 | $989.3K | 0.16% | +5,524 | New |
| Clare Market Investments LLC | 5,535 | $991.4K | 0.34% | +1,014+22.4% | Added |
| HHM Wealth Advisors, LLC | 5,554 | $994.8K | 0.17% | +5,472+6,673.2% | Added |
| Tandem Capital Management Corp | 5,561 | $996.0K | 0.62% | −16−0.3% | Reduced |
| Scissortail Wealth Management, LLC | 5,377 | $996.6K | 0.32% | +5,377 | New |
| Titleist Asset Management, LLC | 5,573 | $998.1K | 0.18% | +12+0.2% | Added |
| MTM Investment Management, LLC | 5,573 | $998.1K | 0.46% | 00.0% | Unchanged |
| Fca Corp | 5,594 | $1.00M | 0.34% | +57+1.0% | Added |
| Piscataqua Savings Bank | 5,600 | $1.00M | 0.94% | −469−7.7% | Reduced |
| New Century Financial Group, LLC | 5,619 | $1.01M | 0.87% | +5,619 | New |
| Corundum Group, Inc. | 5,637 | $1.01M | 0.51% | +312+5.9% | Added |
| Detalus Advisors, LLC | 5,654 | $1.01M | 0.41% | +20.0% | Added |
| Welch & Forbes LLC | 5,672 | $1.02M | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,683 | $1.02M | 0.04% | +188+3.4% | Added |
| Buckingham Strategic Partners | 5,689 | $1.02M | 0.05% | −813−12.5% | Reduced |
| Twinbeech Capital LP | 5,704 | $1.02M | 0.02% | +3,573+167.7% | Added |
| Edge Capital Group, LLC | 5,706 | $1.02M | 0.06% | +331+6.2% | Added |
| Rehmann Capital Advisory Group | 5,715 | $1.02M | 0.08% | +166+3.0% | Added |
| Mengis Capital Management, Inc. | 5,730 | $1.03M | 0.19% | +501+9.6% | Added |
| Founders Financial Securities LLC | 5,734 | $1.03M | 0.11% | +143+2.6% | Added |
| L.M. Kohn & Company | 5,752 | $1.03M | 0.33% | −197−3.3% | Reduced |
| Financial Advisory Service, Inc. | 5,756 | $1.03M | 0.10% | +49+0.9% | Added |
| Pekin Hardy Strauss, Inc. | 5,777 | $1.03M | 0.16% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 5,795 | $1.04M | 0.13% | −97−1.6% | Reduced |
| Capital Planning LLC | 5,800 | $1.04M | 0.37% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,800 | $1.04M | 0.04% | +2,519+76.8% | Added |
| LMCG Investments, LLC | 5,804 | $1.04M | 0.06% | −1,174−16.8% | Reduced |
| Central Valley Advisors, LLC | 5,807 | $1.04M | 0.61% | +5,807 | New |
| Welch Group, LLC | 5,825 | $1.04M | 0.06% | −100−1.7% | Reduced |
| Old National Bancorp | 5,829 | $1.04M | 0.03% | +102+1.8% | Added |
| Verition Fund Management LLC | 5,883 | $1.05M | 0.01% | +3,333+130.7% | Added |
| Cobblestone Capital Advisors LLC | 5,888 | $1.05M | 0.07% | −195−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,971 | $1.07M | 0.03% | −31−0.5% | Reduced |
| Venture Visionary Partners LLC | 5,988 | $1.07M | 0.06% | +38+0.6% | Added |
| Northeast Financial Group, Inc. | 5,993 | $1.07M | 0.53% | −3,160−34.5% | Reduced |
| Silvercrest Asset Management Group LLC | 6,016 | $1.08M | 0.01% | +53+0.9% | Added |
| Mainstay Capital Management LLC | 6,057 | $1.08M | 0.21% | +1,048+20.9% | Added |
| Westover Capital Advisors, LLC | 6,082 | $1.09M | 0.35% | +472+8.4% | Added |
| Wealthspire Advisors, LLC | 6,088 | $1.09M | 0.02% | +456+8.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,094 | $1.09M | 0.67% | +10.0% | Added |
| Caldwell Trust Co | 6,103 | $1.09M | 0.14% | −134−2.1% | Reduced |
| Morningstar Investment Management LLC | 6,138 | $1.10M | 0.13% | +179+3.0% | Added |
| Wedgewood Investors Inc | 6,150 | $1.10M | 1.37% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 6,155 | $1.10M | 0.09% | −747−10.8% | Reduced |
| Confluence Wealth Services, Inc. | 6,156 | $1.10M | 0.12% | +147+2.4% | Added |
| Quest Partners LLC | 6,161 | $1.10M | 0.23% | +6,161 | New |
| Arkadios Wealth Advisors | 6,239 | $1.12M | 0.09% | +105+1.7% | Added |
| IVC Wealth Advisors LLC | 6,239 | $1.12M | 0.69% | −72−1.1% | Reduced |
| Unique Wealth, LLC | 6,288 | $1.13M | 0.36% | +34+0.5% | Added |
| Ameritas Advisory Services, LLC | 6,088 | $1.13M | 0.06% | −1,654−21.4% | Reduced |
| Birch Hill Investment Advisors LLC | 6,321 | $1.13M | 0.06% | +332+5.5% | Added |
| Catalyst Capital Advisors LLC | 6,326 | $1.13M | 0.03% | −321−4.8% | Reduced |
| Independence Bank of Kentucky | 6,335 | $1.13M | 0.40% | +2,200+53.2% | Added |
| Quadcap Wealth Management, LLC | 6,349 | $1.14M | 0.29% | +6,349 | New |
| Boothbay Fund Management, LLC | 6,354 | $1.14M | 0.04% | −7,038−52.6% | Reduced |
| Boyar Asset Management Inc. | 6,361 | $1.14M | 0.86% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 6,393 | $1.14M | 0.12% | +6,393 | New |
| Graypoint LLC | 6,405 | $1.15M | 0.09% | +386+6.4% | Added |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.15M | 0.14% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 6,425 | $1.15M | 0.61% | −200−3.0% | Reduced |
| VeraBank, N.A. | 6,429 | $1.15M | 0.39% | +89+1.4% | Added |
| Fisher Asset Management, LLC | 6,484 | $1.16M | 0.00% | −188−2.8% | Reduced |
| McDaniel Terry & Co | 6,500 | $1.16M | 0.11% | 00.0% | Unchanged |
| Proequities, Inc. | 6,526 | $1.17M | 0.08% | −149−2.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,536 | $1.17M | 0.05% | −145−2.2% | Reduced |
| Western Wealth Management, LLC | 6,573 | $1.18M | 0.08% | +35+0.5% | Added |