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 |
|---|---|---|---|---|---|
| Harbour Capital Advisors, LLC | 12,805 | $2.29M | 0.63% | −155−1.2% | Reduced |
| NewEdge Wealth, LLC | 12,835 | $2.30M | 0.06% | +8,470+194.0% | Added |
| Axxcess Wealth Management, LLC | 12,867 | $2.30M | 0.07% | +8,492+194.1% | Added |
| Arjuna Capital | 12,897 | $2.31M | 0.72% | +1,542+13.6% | Added |
| Viking Fund Management LLC | 13,000 | $2.33M | 0.45% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 13,058 | $2.34M | 0.16% | +114+0.9% | Added |
| Becker Capital Management Inc | 13,090 | $2.34M | 0.08% | +4,928+60.4% | Added |
| Empirical Finance, LLC | 13,168 | $2.36M | 0.16% | +43+0.3% | Added |
| Sowell Financial Services LLC | 13,336 | $2.39M | 0.13% | +417+3.2% | Added |
| Naples Global Advisors, LLC | 13,369 | $2.39M | 0.26% | −357−2.6% | Reduced |
| Keeler Thomas Management LLC | 13,369 | $2.39M | 0.94% | −535−3.8% | Reduced |
| Covenant Asset Management, LLC | 13,496 | $2.42M | 0.67% | −10−0.1% | Reduced |
| Stonegate Investment Group, LLC | 13,551 | $2.43M | 0.08% | −61−0.4% | Reduced |
| American State Bank (Iowa) | 13,571 | $2.43M | 1.55% | +26+0.2% | Added |
| Grandview Asset Management LLC | 13,596 | $2.44M | 1.28% | −751−5.2% | Reduced |
| Whittier Trust Co | 13,700 | $2.45M | 0.04% | +227+1.7% | Added |
| Koshinski Asset Management, Inc. | 13,855 | $2.48M | 0.38% | +1,238+9.8% | Added |
| Schonfeld Strategic Advisors LLC | 13,972 | $2.50M | 0.02% | +1,613+13.1% | Added |
| Cary Street Partner Investment Advisory LLC | 13,986 | $2.50M | 0.12% | +117+0.8% | Added |
| Family Legacy, Inc. | 14,017 | $2.51M | 0.96% | +213+1.5% | Added |
| Mirador Capital Partners LP | 14,032 | $2.51M | 0.53% | −151−1.1% | Reduced |
| Sawtooth Solutions, LLC | 14,310 | $2.56M | 0.07% | +39+0.3% | Added |
| Bleakley Financial Group, LLC | 14,314 | $2.56M | 0.08% | +43+0.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,412 | $2.58M | 0.15% | +957+7.1% | Added |
| Stratos Wealth Partners, LTD. | 14,420 | $2.58M | 0.05% | +926+6.9% | Added |
| Guardian Wealth Management, Inc. | 14,442 | $2.59M | 2.19% | +88+0.6% | Added |
| LGT Fund Management Co Ltd. | 14,590 | $2.60M | 1.12% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 14,544 | $2.60M | 0.37% | +9,364+180.8% | Added |
| Toth Financial Advisory Corp | 14,698 | $2.63M | 0.36% | +936+6.8% | Added |
| Silphium Asset Management Ltd | 14,766 | $2.64M | 1.41% | −3,500−19.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,796 | $2.65M | 1.50% | −359−2.4% | Reduced |
| Accurate Wealth Management, LLC | 14,846 | $2.66M | 0.83% | −614−4.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 14,884 | $2.67M | 0.84% | −135−0.9% | Reduced |
| Metropolitan Life Insurance Co | 14,919 | $2.67M | 0.13% | −332−2.2% | Reduced |
| Summit Financial Group Inc | 14,965 | $2.68M | 1.03% | −29−0.2% | Reduced |
| River Wealth Advisors LLC | 15,045 | $2.69M | 0.43% | +1,142+8.2% | Added |
| Everence Capital Management Inc | 15,064 | $2.70M | 0.19% | −4,190−21.8% | Reduced |
| Wesleyan Assurance Society | 15,091 | $2.71M | 0.27% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 15,106 | $2.71M | 0.20% | −155−1.0% | Reduced |
| Fundamentun, LLC | 15,174 | $2.72M | 0.32% | +509+3.5% | Added |
| E. Ohman J:or Asset Management AB | 15,177 | $2.72M | 0.10% | −3,000−16.5% | Reduced |
| Rowland & Co Investment Counsel | 15,223 | $2.73M | 0.62% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 15,313 | $2.74M | 0.06% | −50.0% | Reduced |
| Argent Trust Co | 15,356 | $2.75M | 0.14% | −49−0.3% | Reduced |
| SYSTM Wealth Solutions LLC | 15,402 | $2.76M | 0.38% | +1,095+7.7% | Added |
| Compass Wealth Management LLC | 15,456 | $2.77M | 0.77% | −10.0% | Reduced |
| Pettee Investors, Inc. | 15,503 | $2.78M | 1.23% | +20+0.1% | Added |
| Girard Partners Ltd. | 15,550 | $2.79M | 0.28% | −328−2.1% | Reduced |
| SeaCrest Wealth Management, LLC | 15,791 | $2.81M | 0.35% | −2,453−13.4% | Reduced |
| North Star Investment Management Corp. | 15,680 | $2.81M | 0.22% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 15,725 | $2.82M | 1.17% | −4,275−21.4% | Reduced |
| Pathway Financial Advisers, LLC | 15,854 | $2.83M | 1.08% | +133+0.8% | Added |
| Tudor Investment Corp Et Al | 15,854 | $2.84M | 0.04% | +15,854 | New |
| Wealthcare Advisory Partners LLC | 15,875 | $2.84M | 0.11% | +1,263+8.6% | Added |
| Beta Wealth Group, Inc. | 15,952 | $2.86M | 1.50% | +584+3.8% | Added |
| United Capital Financial Advisers, LLC | 15,970 | $2.86M | 0.02% | +5,065+46.4% | Added |
| Woodmont Investment Counsel LLC | 16,009 | $2.87M | 0.27% | −241−1.5% | Reduced |
| Bell Bank | 16,009 | $2.87M | 0.28% | 00.0% | Unchanged |
| Forte Capital LLC | 16,050 | $2.87M | 0.39% | −1,629−9.2% | Reduced |
| Outfitter Financial LLC | 16,052 | $2.87M | 2.51% | −105−0.6% | Reduced |
| Midwest Professional Planners, LTD. | 16,109 | $2.89M | 1.15% | +721+4.7% | Added |
| Keebeck Wealth Management, LLC | 16,126 | $2.89M | 0.48% | +3,180+24.6% | Added |
| Scott & Selber, Inc. | 16,133 | $2.89M | 1.08% | −178−1.1% | Reduced |
| 1st Source Bank | 16,318 | $2.92M | 0.18% | −820−4.8% | Reduced |
| Ethic Inc. | 16,457 | $2.95M | 0.09% | −1,110−6.3% | Reduced |
| First National Advisers, LLC | 16,537 | $2.96M | 0.85% | +5,293+47.1% | Added |
| Mission Creek Capital Partners, Inc. | 16,661 | $2.98M | 0.77% | +580+3.6% | Added |
| Concurrent Investment Advisors, LLC | 16,683 | $2.99M | 0.14% | +16,683 | New |
| G&S Capital LLC | 16,755 | $3.00M | 1.43% | −824−4.7% | Reduced |
| L & S Advisors Inc | 16,770 | $3.00M | 0.37% | +16,770 | New |
| Webster Bank, N. A. | 16,849 | $3.02M | 0.37% | +16,561+5,750.3% | Added |
| Pinkerton Retirement Specialists, LLC | 16,954 | $3.04M | 0.58% | −1,167−6.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,963 | $3.04M | 0.06% | +828+5.1% | Added |
| Teza Capital Management LLC | 17,268 | $3.09M | 0.52% | +17,268 | New |
| Dynamic Advisor Solutions LLC | 17,411 | $3.10M | 0.12% | +1,460+9.2% | Added |
| Aull & Monroe Investment Management Corp | 17,344 | $3.11M | 1.53% | 00.0% | Unchanged |
| RB Capital Management, LLC | 17,478 | $3.13M | 0.91% | −137−0.8% | Reduced |
| Home Federal Bank of Tennessee | 17,496 | $3.13M | 1.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 17,519 | $3.14M | 0.27% | +599+3.5% | Added |
| PGGM Investments | 18,008 | $3.23M | 0.05% | −2,513−12.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,034 | $3.23M | 0.04% | −193−1.1% | Reduced |
| Ritholtz Wealth Management | 18,099 | $3.24M | 0.13% | +278+1.6% | Added |
| Chicago Capital, LLC | 18,134 | $3.25M | 0.12% | +12,581+226.6% | Added |
| SG Americas Securities, LLC | 18,134 | $3.25M | 0.04% | −7,302−28.7% | Reduced |
| BFSG, LLC | 18,184 | $3.26M | 0.47% | −37−0.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 18,208 | $3.26M | 1.96% | +509+2.9% | Added |
| Boston Family Office LLC | 18,225 | $3.26M | 0.25% | 00.0% | Unchanged |
| Ieq Capital, LLC | 18,236 | $3.27M | 0.05% | +2,379+15.0% | Added |
| Illinois Municipal Retirement Fund | 18,266 | $3.27M | 0.05% | 00.0% | Unchanged |
| Exeter Financial, LLC | 18,382 | $3.28M | 1.59% | +434+2.4% | Added |
| Octavia Wealth Advisors, LLC | 18,397 | $3.29M | 0.58% | +224+1.2% | Added |
| Graphene Investments SAS | 18,400 | $3.30M | 2.14% | −2,200−10.7% | Reduced |
| Trust Co of Toledo NA | 18,436 | $3.30M | 0.57% | +1,450+8.5% | Added |
| Old Port Advisors | 18,438 | $3.30M | 1.10% | −310−1.7% | Reduced |
| Radnor Capital Management, LLC | 18,576 | $3.33M | 0.62% | +114+0.6% | Added |
| Atlantic Trust, LLC | 18,680 | $3.35M | 0.91% | +1,545+9.0% | Added |
| Meeder Asset Management Inc | 18,700 | $3.35M | 0.26% | +18,700 | New |
| Tiaa Trust, National Association | 18,709 | $3.35M | 0.01% | +156+0.8% | Added |
| Walleye Trading LLC | 18,725 | $3.35M | 0.05% | −8,864−32.1% | Reduced |
| Richard Bernstein Advisors LLC | 18,786 | $3.36M | 0.07% | +13+0.1% | Added |