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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.

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: 2,379 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 20262,379$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
Tower Bridge Advisors18,888$3.38M0.29%−415−2.1%Reduced
Miracle Mile Advisors, LLC19,095$3.42M0.09%+498+2.7%Added
Moreno Evelyn V19,116$3.42M1.62%−28,373−59.7%Reduced
Norinchukin Bank, The19,191$3.44M0.08%−8,279−30.1%Reduced
Mitchell Sinkler & Starr19,231$3.44M0.63%+6,499+51.0%Added
CX Institutional19,258$3.45M0.18%−34−0.2%Reduced
New Mexico Educational Retirement Board19,266$3.45M0.13%00.0%Unchanged
Advisors Management Group Inc19,448$3.48M0.95%−442−2.2%Reduced
GTS Securities LLC19,506$3.49M0.08%+846+4.5%Added
Baker Avenue Asset Management, LP19,631$3.52M0.15%+4,430+29.1%Added
Intact Investment Management Inc.19,800$3.55M0.14%−950−4.6%Reduced
Opus Investment Management Inc20,000$3.58M2.05%00.0%Unchanged
EagleClaw Capital Managment, LLC20,140$3.61M0.75%−400−1.9%Reduced
Brown Shipley& Co Ltd20,216$3.62M1.79%+880+4.6%Added
1832 Asset Management L.P.20,271$3.63M0.01%−4,538−18.3%Reduced
Wambolt & Associates, LLC20,411$3.66M1.20%+832+4.2%Added
Advisors Asset Management, Inc.20,642$3.70M0.08%+444+2.2%Added
LS Investment Advisors, LLC20,651$3.70M0.64%+161+0.8%Added
Jacobi Capital Management LLC20,752$3.72M0.38%−300−1.4%Reduced
Coastline Trust Co20,946$3.75M0.50%−220−1.0%Reduced
Belpointe Asset Management LLC21,025$3.77M0.33%−27−0.1%Reduced
Apollon Wealth Management, LLC21,255$3.81M0.13%+2,835+15.4%Added
Brookfield Asset Management Inc.21,278$3.81M0.02%−26,987−55.9%Reduced
Lakeside Advisors, INC.21,293$3.81M2.65%−275−1.3%Reduced
Romano Brothers and Company21,303$3.82M0.57%−1,703−7.4%Reduced
Prime Capital Investment Advisors, LLC21,310$3.82M0.06%+478+2.3%Added
Advisory Services Network, LLC21,327$3.82M0.09%−178−0.8%Reduced
Rockline Wealth Management, LLC21,365$3.83M1.59%+21,365New
Amica Mutual Insurance Co21,510$3.85M0.42%00.0%Unchanged
Groupama Asset Managment21,546$3.86M0.10%+21,546New
Banque Pictet & Cie SA21,600$3.87M0.04%00.0%Unchanged
Perigon Wealth Management, LLC21,610$3.87M0.13%+1,846+9.3%Added
Achmea Investment Management B.V.21,643$3.88M0.08%−11,498−34.7%Reduced
Ingalls & Snyder LLC21,672$3.88M0.18%−990−4.4%Reduced
Mitchell Capital Management Co21,811$3.91M0.82%−78−0.4%Reduced
Ambassador Advisors, LLC20,771$3.91M0.87%−3,421−14.1%Reduced
Geo Capital Gestora de Recursos Ltd21,866$3.92M4.50%+1,831+9.1%Added
Great Diamond Partners, LLC21,970$3.93M0.97%+77+0.4%Added
Atria Investments LLC21,978$3.94M0.06%−2,880−11.6%Reduced
Harbour Investment Management LLC22,011$3.94M2.06%−75−0.3%Reduced
Snowden Capital Advisors LLC22,023$3.94M0.15%+362+1.7%Added
Louisiana State Employees Retirement System22,200$3.98M0.08%−600−2.6%Reduced
Hall Capital Management Co Inc22,467$4.02M2.36%−565−2.5%Reduced
Telos Capital Management, Inc.22,511$4.03M0.49%+154+0.7%Added
Siemens Fonds Invest GmbH22,725$4.07M0.33%−59−0.3%Reduced
McDonough Capital Management, Inc22,785$4.08M3.52%+91+0.4%Added
NBW Capital LLC22,803$4.08M0.89%−202−0.9%Reduced
Transform Wealth, LLC22,804$4.08M0.40%−279−1.2%Reduced
Stanley-Laman Group, Ltd.22,981$4.12M0.63%−234−1.0%Reduced
Alps Advisors Inc22,998$4.12M0.03%+296+1.3%Added
Securian Asset Management, Inc23,193$4.15M0.12%−3,257−12.3%Reduced
Chapman Investment Management, LLC23,370$4.19M3.19%+21+0.1%Added
Global Retirement Partners, LLC23,208$4.20M0.18%−908−3.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.23,617$4.23M0.02%+10,688+82.7%Added
Atom Investors LP23,808$4.26M0.75%+5,477+29.9%Added
Money Concepts Capital Corp23,827$4.27M0.40%−311−1.3%Reduced
Sigma Planning Corp24,018$4.30M0.34%−24,539−50.5%Reduced
Westhampton Capital, LLC24,055$4.31M2.57%−650−2.6%Reduced
Kovitz Investment Group Partners, LLC24,089$4.31M0.07%+62+0.3%Added
Patrick Mauro Investment Advisor, INC.24,217$4.34M2.58%−585−2.4%Reduced
Old Mission Capital LLC24,246$4.34M0.12%+24,246New
Central Trust Co24,252$4.34M0.12%+1,704+7.6%Added
Moran Wealth Management, LLC24,373$4.37M0.16%−1,769−6.8%Reduced
NTV Asset Management LLC24,599$4.41M0.74%−20.0%Reduced
Benjamin F. Edwards & Company, Inc.24,603$4.41M0.09%+2,819+12.9%Added
Hartford Investment Management Co24,715$4.43M0.17%−4,241−14.6%Reduced
Strategy Asset Managers LLC24,725$4.43M1.05%+6,940+39.0%Added
Cetera Advisors LLC24,823$4.45M0.06%+406+1.7%Added
Royal Fund Management, LLC24,753$4.45M0.56%+30+0.1%Added
Red Door Wealth Management, LLC24,866$4.45M0.97%+1,705+7.4%Added
Banque Cantonale Vaudoise25,001$4.48M0.19%−8,559−25.5%Reduced
Marietta Wealth Management, LLC25,039$4.48M0.80%+207+0.8%Added
First National Bank of Mount Dora, Trust Investment Services25,076$4.49M1.20%+831+3.4%Added
First Citizens Bank & Trust Co25,226$4.52M0.08%−1,193−4.5%Reduced
Regal Investment Advisors LLC25,322$4.54M0.34%+285+1.1%Added
Institutional & Family Asset Management, LLC25,448$4.56M0.75%−2,817−10.0%Reduced
Salem Investment Counselors Inc25,522$4.57M0.16%+3,394+15.3%Added
Kestra Private Wealth Services, LLC25,675$4.60M0.12%+1,306+5.4%Added
Garrison Asset Management, LLC25,711$4.60M2.54%−667−2.5%Reduced
Keybank National Association25,840$4.63M0.02%−134−0.5%Reduced
Sumitomo Life Insurance Co26,140$4.68M0.15%+15,580+147.5%Added
Bradley Foster & Sargent Inc26,170$4.69M0.09%−391−1.5%Reduced
Donaldson Capital Management, LLC26,236$4.70M0.21%+1,004+4.0%Added
Charter Trust Co26,333$4.72M0.35%−585−2.2%Reduced
Integrated Wealth Concepts LLC26,439$4.74M0.08%−2,473−8.6%Reduced
Hall Laurie J Trustee26,495$4.75M1.82%−285−1.1%Reduced
Bowen Hanes & Co Inc26,681$4.78M0.14%−419−1.5%Reduced
Meiji Yasuda Asset Management Co Ltd.26,701$4.78M0.22%+447+1.7%Added
East Coast Asset Management, LLC.26,747$4.79M1.96%−782−2.8%Reduced
Quadrature Capital Ltd26,808$4.80M0.09%+26,808New
QRG Capital Management, Inc.26,939$4.82M0.07%+945+3.6%Added
Principle Wealth Partners LLC26,958$4.83M0.42%00.0%Unchanged
Glen Eagle Advisors, LLC26,959$4.83M1.00%−2,629−8.9%Reduced
Pinnacle Financial Partners Inc27,159$4.86M0.12%−746−2.7%Reduced
Evergreen Private Wealth LLC27,506$4.93M2.66%+27,506New
Sandhill Capital Partners LLC27,649$4.95M0.41%−3,261−10.5%Reduced
Colonial Trust Co27,810$4.98M1.04%+2,552+10.1%Added
Asset Advisors Investment Management, LLC27,813$4.98M0.61%−271−1.0%Reduced
Focus Financial Network Inc27,877$4.99M0.19%+27,877New
Chilton Investment Co LLC28,263$5.06M0.15%−1,655−5.5%Reduced