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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,378 | $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 |
|---|---|---|---|---|---|
| Louisbourg Investments Inc. | 155 | $27.8K | 0.01% | +155 | New |
| Venturi Wealth Management, LLC | 158 | $28.3K | 0.00% | +37+30.6% | Added |
| Slocum, Gordon & Co LLP | 161 | $29.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 162 | $29.0K | 0.03% | 00.0% | Unchanged |
| DAGCO, Inc. | 166 | $29.7K | 0.03% | +166 | New |
| Dynamic Wealth Strategies, LLC | 166 | $29.7K | 0.03% | +166 | New |
| McClarren Financial Advisors, Inc. | 165 | $30.0K | 0.02% | +1+0.6% | Added |
| Gilfoyle & Co LLC | 165 | $30.0K | 4.47% | +165 | New |
| Raffa Wealth Management, LLC | 172 | $30.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 179 | $32.0K | 0.01% | −4−2.2% | Reduced |
| Addison Advisors LLC | 179 | $32.1K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 179 | $32.1K | 0.03% | +179 | New |
| Planning Capital Management Corp | 186 | $33.3K | 0.03% | +186 | New |
| Loomis Sayles & Co L P | 190 | $34.0K | 0.00% | +53+38.7% | Added |
| Cassady Schiller Wealth Management, LLC | 190 | $34.0K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 198 | $35.5K | 0.03% | +198 | New |
| Pacific Capital Wealth Advisors, Inc | 199 | $35.6K | 0.01% | +199 | New |
| Twin Lakes Capital Management, LLC | 199 | $35.7K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 200 | $35.8K | 0.01% | −1,543−88.5% | Reduced |
| Osterweis Capital Management Inc | 200 | $35.8K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $35.8K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 202 | $36.2K | 0.00% | −29−12.6% | Reduced |
| Coppell Advisory Solutions LLC | 203 | $36.4K | 0.01% | −100−33.0% | Reduced |
| SOA Wealth Advisors, LLC. | 205 | $36.6K | 0.01% | +1+0.5% | Added |
| Cherry Tree Wealth Management, LLC | 205 | $36.7K | 0.01% | +1+0.5% | Added |
| DSM Capital Partners LLC | 211 | $37.8K | 0.00% | +211 | New |
| JFS Wealth Advisors, LLC | 211 | $37.8K | 0.00% | +26+14.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 219 | $39.2K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 232 | $41.6K | 0.01% | +22+10.5% | Added |
| Spirit of America Management Corp | 250 | $44.8K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 250 | $45.0K | 0.02% | +250 | New |
| Bogart Wealth, LLC | 261 | $46.7K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 266 | $47.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 268 | $48.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 279 | $50.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 280 | $50.1K | 0.01% | −12,460−97.8% | Reduced |
| TD Capital Management LLC | 280 | $50.1K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 280 | $50.1K | 0.01% | +280 | New |
| Voisard Asset Management Group, Inc. | 280 | $50.1K | 0.03% | +280 | New |
| Cape Investment Advisory, Inc. | 282 | $50.5K | 0.02% | −6−2.1% | Reduced |
| Valued Wealth Advisors LLC | 331 | $50.5K | 0.05% | +331 | New |
| Studio Investment Management LLC | 285 | $51.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 290 | $52.0K | 0.00% | +2+0.7% | Added |
| RE Dickinson Investment Advisors, LLC | 290 | $52.0K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 291 | $52.1K | 0.01% | +291 | New |
| HBC Financial Services, PLLC | 300 | $53.0K | 0.04% | −5,571−94.9% | Reduced |
| JJJ Advisors Inc. | 300 | $53.7K | 0.01% | +168+127.3% | Added |
| Salomon & Ludwin, LLC | 365 | $55.6K | 0.01% | 00.0% | Unchanged |
| AJOVista, LLC | 319 | $57.1K | 0.07% | +319 | New |
| Annapolis Financial Services, LLC | 325 | $58.2K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 328 | $59.0K | 0.02% | −13−3.8% | Reduced |
| Perkins Coie Trust Co | 330 | $59.1K | 0.01% | −30−8.3% | Reduced |
| LM Advisors LLC | 330 | $59.1K | 0.01% | +330 | New |
| Abound Wealth Management | 339 | $60.7K | 0.02% | +102+43.0% | Added |
| Financial Freedom, LLC | 339 | $60.8K | 0.04% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 400 | $61.0K | 0.06% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 351 | $63.0K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 365 | $65.4K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 367 | $65.8K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 378 | $67.7K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 379 | $68.0K | 0.02% | −2−0.5% | Reduced |
| Prestige Wealth Management Group LLC | 382 | $68.4K | 0.02% | −20−5.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 390 | $69.8K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $71.6K | 0.04% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 406 | $72.7K | 0.03% | +406 | New |
| Cutler Group LP | 409 | $73.0K | 0.01% | −1,779−81.3% | Reduced |
| Centerpoint Advisors, LLC | 410 | $73.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 413 | $74.0K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 419 | $75.0K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 430 | $77.0K | 0.00% | −451−51.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 435 | $77.9K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 447 | $80.0K | 0.02% | −164−26.8% | Reduced |
| Pacifica Partners Inc. | 470 | $81.3K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 471 | $84.4K | 0.01% | −270−36.4% | Reduced |
| Wiser Advisor Group LLC | 475 | $85.1K | 0.14% | +475 | New |
| Arlington Partners LLC | 485 | $86.9K | 0.02% | +250+106.4% | Added |
| CoreFirst Bank & Trust | 490 | $87.8K | 0.06% | −150−23.4% | Reduced |
| Jones Financial Companies LLLP | 493 | $88.3K | 0.00% | −107−17.8% | Reduced |
| Byrne Asset Management LLC | 500 | $88.9K | 0.07% | −10−2.0% | Reduced |
| Citizens National Bank Trust Department | 500 | $89.5K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 500 | $89.5K | 0.02% | +500 | New |
| Thompson Siegel & Walmsley LLC | 500 | $90.0K | 0.00% | −269−35.0% | Reduced |
| Boyd Watterson Asset Management LLC | 520 | $93.1K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 523 | $93.7K | 0.02% | +332+173.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 548 | $98.1K | 0.03% | +548 | New |
| Spectrum Wealth Counsel, LLC | 563 | $100.8K | 0.01% | +563 | New |
| Investors Research Corp | 604 | $108.2K | 0.03% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 627 | $112.3K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 630 | $112.8K | 0.05% | +595+1,700.0% | Added |
| Montag A & Associates Inc | 634 | $113.5K | 0.01% | +300+89.8% | Added |
| Walleye Capital LLC | 647 | $115.9K | 0.00% | +647 | New |
| EdgeRock Capital LLC | 618 | $116.3K | 0.08% | +618 | New |
| ZRC Wealth Management, LLC | 775 | $118.1K | 0.07% | +775 | New |
| GW&K Investment Management, LLC | 668 | $120.0K | 0.00% | +1+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 672 | $120.4K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 680 | $121.8K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 690 | $124.0K | 0.08% | +52+8.2% | Added |
| Sunbelt Securities, Inc. | 693 | $124.0K | 0.02% | +2+0.3% | Added |
| Old Point Trust & Financial Services N A | 694 | $124.3K | 0.05% | +694 | New |
| First Community Trust NA | 700 | $125.4K | 0.14% | 00.0% | Unchanged |