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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 6,576 | $1.18M | 0.02% | +1,696+34.8% | Added |
| Wolverine Trading, LLC | 6,589 | $1.18M | 0.01% | +3,242+96.9% | Added |
| BayBridge Capital Group, LLC | 6,516 | $1.18M | 1.10% | +6,516 | New |
| Oppenheimer Asset Management Inc. | 6,634 | $1.19M | 0.02% | −173−2.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,647 | $1.19M | 0.11% | +18+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 6,719 | $1.20M | 0.22% | −25−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 6,724 | $1.20M | 0.10% | +185+2.8% | Added |
| Commonwealth Retirement Investments LLC | 6,741 | $1.21M | 0.64% | +79+1.2% | Added |
| Dorsey & Whitney Trust CO LLC | 6,781 | $1.21M | 0.09% | −114−1.7% | Reduced |
| Panagora Asset Management Inc | 6,794 | $1.22M | 0.01% | −617−8.3% | Reduced |
| Baker Ellis Asset Management LLC | 6,803 | $1.22M | 0.20% | −92−1.3% | Reduced |
| Counterweight Ventures, LLC | 6,819 | $1.22M | 1.11% | +6,819 | New |
| Legacy Bridge, LLC | 6,840 | $1.23M | 0.79% | −35−0.5% | Reduced |
| Rogco, LP | 6,885 | $1.23M | 0.54% | −27−0.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,901 | $1.24M | 0.15% | −344−4.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,944 | $1.24M | 0.13% | −6,628−48.8% | Reduced |
| Stiles Financial Services Inc | 6,955 | $1.25M | 0.57% | −77−1.1% | Reduced |
| Nations Financial Group Inc, | 6,986 | $1.25M | 0.12% | −71−1.0% | Reduced |
| Merit Financial Group, LLC | 7,030 | $1.26M | 0.04% | +397+6.0% | Added |
| Jaffetilchin Investment Partners, LLC | 7,039 | $1.26M | 0.12% | −76−1.1% | Reduced |
| Veracity Capital LLC | 7,052 | $1.26M | 0.51% | +7,052 | New |
| Quaero Capital S.A. | 7,100 | $1.27M | 1.32% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 7,131 | $1.28M | 0.02% | +26+0.4% | Added |
| Alaska Permanent Fund Corp | 7,158 | $1.28M | 0.02% | +7,158 | New |
| Consolidated Portfolio Review Corp | 7,217 | $1.29M | 0.30% | −22−0.3% | Reduced |
| Vident Advisory, LLC | 7,243 | $1.30M | 0.03% | +1,069+17.3% | Added |
| Parallel Advisors, LLC | 7,312 | $1.31M | 0.04% | −517−6.6% | Reduced |
| FRG Family Wealth Advisors LLC | 7,332 | $1.31M | 0.27% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 7,370 | $1.32M | 0.86% | +20.0% | Added |
| West Family Investments, Inc. | 7,377 | $1.32M | 0.45% | +38+0.5% | Added |
| AdvisorNet Financial, Inc | 7,387 | $1.32M | 0.12% | +176+2.4% | Added |
| LMG Wealth Partners, LLC | 7,435 | $1.33M | 0.37% | +657+9.7% | Added |
| Ironwood Investment Counsel, LLC | 7,495 | $1.34M | 0.25% | −401−5.1% | Reduced |
| Mystic Asset Management, Inc. | 7,500 | $1.34M | 0.64% | 00.0% | Unchanged |
| Americana Partners, LLC | 7,544 | $1.35M | 0.13% | −4,050−34.9% | Reduced |
| Boston Financial Mangement LLC | 7,565 | $1.35M | 0.05% | −318−4.0% | Reduced |
| United Capital Management of KS, Inc. | 7,605 | $1.36M | 0.41% | −130−1.7% | Reduced |
| Northwest Bancshares, Inc. | 7,608 | $1.36M | 0.25% | −166−2.1% | Reduced |
| Prospera Financial Services Inc | 7,613 | $1.36M | 0.05% | −341−4.3% | Reduced |
| First Manhattan Co | 7,686 | $1.38M | 0.00% | +501+7.0% | Added |
| Buckingham Strategic Wealth, LLC | 7,745 | $1.39M | 0.02% | +82+1.1% | Added |
| Sterling Investment Management, Inc. | 7,758 | $1.39M | 1.02% | −143−1.8% | Reduced |
| Pegasus Partners Ltd. | 7,791 | $1.40M | 0.16% | −688−8.1% | Reduced |
| Alta Capital Management LLC | 7,825 | $1.40M | 0.09% | +7,825 | New |
| RSM US Wealth Management LLC | 7,907 | $1.42M | 0.04% | +2,767+53.8% | Added |
| Quadrant Capital Group LLC | 7,924 | $1.42M | 0.12% | +2,084+35.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,942 | $1.42M | 0.66% | +98+1.2% | Added |
| Herold Advisors, Inc. | 7,946 | $1.42M | 0.39% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 7,974 | $1.43M | 0.21% | −598−7.0% | Reduced |
| WBH Advisory Inc | 7,997 | $1.43M | 0.16% | −111−1.4% | Reduced |
| Sage Investment Advisers LLC | 8,044 | $1.44M | 1.75% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 7,637 | $1.44M | 0.00% | −20.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 8,070 | $1.45M | 1.18% | −4,400−35.3% | Reduced |
| Chicago Partners Investment Group LLC | 7,927 | $1.46M | 0.07% | −207−2.5% | Reduced |
| Capital International Inc | 8,185 | $1.47M | 0.02% | +6,411+361.4% | Added |
| V-Square Quantitative Management LLC | 8,195 | $1.47M | 0.35% | +3,614+78.9% | Added |
| MBM Wealth Consultants, LLC | 7,921 | $1.47M | 0.55% | +455+6.1% | Added |
| O'Brien Greene & Co. Inc | 8,200 | $1.47M | 0.52% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,227 | $1.47M | 0.08% | +459+5.9% | Added |
| Balentine LLC | 8,233 | $1.47M | 0.05% | +1,580+23.7% | Added |
| Arrow Financial Corp | 8,244 | $1.48M | 0.15% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,268 | $1.48M | 0.07% | +382+4.8% | Added |
| Oxbow Advisors, LLC | 8,275 | $1.48M | 0.22% | 00.0% | Unchanged |
| OV Management LLC | 8,300 | $1.49M | 1.23% | +8,300 | New |
| Capital Investment Advisors, LLC | 8,317 | $1.49M | 0.04% | +285+3.5% | Added |
| Cim Investment Mangement Inc | 8,330 | $1.49M | 0.48% | 00.0% | Unchanged |
| McRae Capital Management Inc | 8,335 | $1.49M | 0.37% | 00.0% | Unchanged |
| Imprint Wealth LLC | 8,337 | $1.49M | 1.20% | +16+0.2% | Added |
| Aspen Investment Management Inc | 8,352 | $1.50M | 0.84% | +20.0% | Added |
| Griffin Asset Management, Inc. | 8,355 | $1.50M | 0.19% | +26+0.3% | Added |
| Leonteq Securities AG | 8,394 | $1.50M | 0.19% | −471−5.3% | Reduced |
| Paragon Private Wealth Management, LLC | 8,412 | $1.51M | 1.05% | +161+2.0% | Added |
| Private Trust Co NA | 8,436 | $1.51M | 0.18% | +556+7.1% | Added |
| Aries Wealth Management | 8,462 | $1.52M | 0.54% | −53−0.6% | Reduced |
| Bank of New Hampshire | 8,466 | $1.52M | 0.43% | −95−1.1% | Reduced |
| Zions Bancorporation, N.A. | 8,501 | $1.52M | 0.10% | +927+12.2% | Added |
| LGT Group Foundation | 8,635 | $1.54M | 0.03% | −302−3.4% | Reduced |
| Garrison Point Advisors, LLC | 8,605 | $1.54M | 1.09% | −120−1.4% | Reduced |
| Powers Advisory Group, LLC | 8,632 | $1.55M | 0.95% | −338−3.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,662 | $1.55M | 0.09% | +670+8.4% | Added |
| NVWM, LLC | 8,666 | $1.55M | 0.47% | −774−8.2% | Reduced |
| Ascent Group, LLC | 8,290 | $1.56M | 0.15% | +123+1.5% | Added |
| Sound View Wealth Advisors Group, LLC | 8,719 | $1.56M | 0.17% | −201−2.3% | Reduced |
| Karpas Strategies, LLC | 8,765 | $1.57M | 0.52% | −493−5.3% | Reduced |
| Roanoke Asset Management Corp | 8,785 | $1.57M | 0.58% | −20−0.2% | Reduced |
| Armstrong Advisory Group, Inc | 8,788 | $1.57M | 0.15% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 8,802 | $1.58M | 0.63% | −25−0.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 8,811 | $1.58M | 1.62% | 00.0% | Unchanged |
| Essex LLC | 8,850 | $1.59M | 0.39% | −1,110−11.1% | Reduced |
| Meridian Wealth Management, LLC | 8,854 | $1.59M | 0.10% | +716+8.8% | Added |
| Institute for Wealth Management, LLC. | 8,860 | $1.59M | 0.26% | −24−0.3% | Reduced |
| EP Wealth Advisors, LLC | 8,874 | $1.59M | 0.02% | −305−3.3% | Reduced |
| Signaturefd, LLC | 8,992 | $1.61M | 0.04% | +679+8.2% | Added |
| Great Valley Advisor Group, Inc. | 9,039 | $1.62M | 0.06% | −12−0.1% | Reduced |
| FJ Investments, LLC | 9,115 | $1.63M | 0.08% | +9,115 | New |
| Lincoln National Corp | 9,200 | $1.65M | 0.03% | +400+4.5% | Added |
| Tobam | 9,204 | $1.65M | 0.14% | +3,425+59.3% | Added |
| Wellington Shields & Co., LLC | 9,217 | $1.65M | 0.61% | −500−5.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,220 | $1.65M | 1.19% | −50−0.5% | Reduced |
| We Are One Seven, LLC | 9,265 | $1.66M | 0.10% | −616−6.2% | Reduced |