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 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 700 | $125.4K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 701 | $125.5K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 713 | $127.7K | 0.05% | +20+2.9% | Added |
| Castleview Partners, LLC | 744 | $133.3K | 0.09% | +94+14.5% | Added |
| Clean Yield Group | 751 | $134.5K | 0.06% | −425−36.1% | Reduced |
| FinTrust Capital Advisors, LLC | 753 | $134.8K | 0.03% | −61−7.5% | Reduced |
| Granite FO LLC | 770 | $137.9K | 0.09% | 00.0% | Unchanged |
| Asset Dedication, LLC | 793 | $142.0K | 0.01% | −25−3.1% | Reduced |
| Valley National Advisers Inc | 801 | $143.0K | 0.02% | +23+3.0% | Added |
| Barrett & Company, Inc. | 800 | $143.3K | 0.08% | −25−3.0% | Reduced |
| Hills Bank & Trust Co | 800 | $143.3K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 800 | $143.3K | 0.03% | 00.0% | Unchanged |
| Retirement Group, LLC | 802 | $143.6K | 0.06% | −160−16.6% | Reduced |
| GHP Investment Advisors, Inc. | 808 | $144.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 810 | $145.1K | 0.02% | +55+7.3% | Added |
| PSI Advisors, LLC | 814 | $145.7K | 0.05% | +1+0.1% | Added |
| Essex Investment Management Co LLC | 827 | $148.1K | 0.03% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 839 | $150.3K | 0.13% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 847 | $151.7K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 854 | $153.0K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 879 | $157.4K | 0.07% | +879 | New |
| Central Bank & Trust Co | 884 | $158.3K | 0.02% | −110−11.1% | Reduced |
| Norwood Financial Corp | 900 | $161.2K | 0.24% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 900 | $161.2K | 0.11% | +900 | New |
| Resurgent Financial Advisors LLC | 907 | $162.4K | 0.10% | +2+0.2% | Added |
| Deseret Mutual Benefit Administrators | 919 | $164.6K | 0.09% | −259−22.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 920 | $165.0K | 0.00% | +920 | New |
| Rakuten Investment Management, Inc. | 934 | $166.4K | 0.00% | +934 | New |
| AllSquare Wealth Management LLC | 945 | $169.3K | 0.10% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 946 | $169.4K | 0.05% | −21−2.2% | Reduced |
| Virtus Investment Advisers, Inc. | 983 | $176.1K | 0.13% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 990 | $177.3K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $178.0K | 0.08% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,000 | $179.1K | 0.26% | −1,300−56.5% | Reduced |
| Alta Advisers Ltd | 1,000 | $179.1K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,005 | $180.0K | 0.03% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,012 | $181.2K | 0.02% | +1,012 | New |
| Rosenberg Matthew Hamilton | 1,014 | $181.6K | 0.06% | −19−1.8% | Reduced |
| MV Capital Management, Inc. | 1,029 | $184.3K | 0.02% | −3−0.3% | Reduced |
| Silvant Capital Management LLC | 1,044 | $187.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,046 | $187.3K | 0.02% | −15−1.4% | Reduced |
| Quarry LP | 1,060 | $189.8K | 0.10% | +1,060 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,071 | $191.8K | 0.02% | +438+69.2% | Added |
| Bray Capital Advisors | 1,075 | $192.5K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,085 | $194.3K | 0.05% | +31+2.9% | Added |
| Wolff Wiese Magana LLC | 1,092 | $195.6K | 0.19% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,098 | $196.7K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,101 | $197.3K | 0.07% | +1+0.1% | Added |
| Carolinas Wealth Consulting LLC | 25,644 | $199.9K | 0.04% | +90+0.4% | Added |
| Allen Capital Group, LLC | 1,117 | $200.1K | 0.03% | +1,117 | New |
| Regent Peak Wealth Advisors LLC | 1,129 | $202.2K | 0.05% | +1,129 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,129 | $202.2K | 0.37% | +1,129 | New |
| Courier Capital LLC | 1,130 | $202.4K | 0.02% | +1,130 | New |
| Providence First Trust Co | 1,130 | $202.4K | 0.10% | +1,130 | New |
| TNF LLC | 1,099 | $203.7K | 0.08% | +1,099 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,144 | $204.9K | 0.05% | +1,144 | New |
| Ethos Financial Group, LLC | 1,114 | $205.0K | 0.04% | +1,114 | New |
| Prosperity Consulting Group, LLC | 1,148 | $205.7K | 0.07% | +1,148 | New |
| S.E.E.D. Planning Group LLC | 1,149 | $205.8K | 0.08% | +1,149 | New |
| TFC Financial Management | 1,150 | $206.0K | 0.04% | −3−0.3% | Reduced |
| LaFleur & Godfrey LLC | 1,152 | $206.3K | 0.03% | +1,152 | New |
| Cedar Brook Financial Partners, LLC | 1,155 | $207.1K | 0.05% | +1,155 | New |
| Hilton Capital Management, LLC | 1,159 | $207.6K | 0.02% | +1,159 | New |
| Centaurus Financial, Inc. | 1,161 | $208.0K | 0.02% | −6−0.5% | Reduced |
| Camden National Bank | 1,162 | $208.1K | 0.04% | +1,162 | New |
| Desjardins Global Asset Management Inc. | 1,164 | $208.5K | 0.02% | −912−43.9% | Reduced |
| Grant Street Asset Management, Inc. | 1,169 | $209.4K | 0.07% | +1,169 | New |
| Milestone Asset Management, LLC | 1,174 | $210.3K | 0.07% | +1,174 | New |
| Larson Financial Group LLC | 1,176 | $210.7K | 0.02% | +8+0.7% | Added |
| Main Street Financial Solutions, LLC | 1,179 | $211.2K | 0.03% | −136−10.3% | Reduced |
| Prelude Capital Management, LLC | 1,180 | $211.3K | 0.02% | −1,185−50.1% | Reduced |
| Keebeck Alpha, LP | 1,180 | $211.3K | 0.17% | −1,158−49.5% | Reduced |
| Kanawha Capital Management LLC | 1,180 | $211.3K | 0.02% | −152−11.4% | Reduced |
| Rossmore Private Capital | 1,180 | $211.4K | 0.03% | +1,180 | New |
| Frisch Financial Group, Inc. | 1,182 | $212.0K | 0.08% | +1,182 | New |
| Means Investment Co., Inc. | 1,185 | $212.2K | 0.03% | +1,185 | New |
| Brooks, Moore & Associates, Inc. | 1,188 | $212.8K | 0.15% | +1,188 | New |
| First County Bank | 1,189 | $212.9K | 0.10% | +1,189 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,195 | $214.0K | 0.09% | +504+72.9% | Added |
| Wayfinding Financial, LLC | 1,199 | $214.0K | 0.15% | +1,199 | New |
| Creative Financial Designs Inc | 1,198 | $214.6K | 0.02% | +19+1.6% | Added |
| Madden Securities Corp | 1,198 | $214.6K | 0.11% | −400−25.0% | Reduced |
| Atlas Private Wealth Advisors | 1,200 | $214.8K | 0.04% | +1,200 | New |
| PBMares Wealth Management LLC | 1,202 | $215.3K | 0.06% | +1,202 | New |
| Pflug Koory, LLC | 1,207 | $216.2K | 0.11% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,213 | $217.2K | 0.02% | +1,213 | New |
| Legacy Edge Advisors, LLC | 1,218 | $218.1K | 0.05% | +1,218 | New |
| Ridgewood Investments LLC | 1,219 | $218.4K | 0.13% | +1,219 | New |
| Proficio Capital Partners LLC | 1,222 | $218.9K | 0.03% | +1,222 | New |
| A. D. Beadell Investment Counsel, Inc. | 1,225 | $219.0K | 0.21% | +1,225 | New |
| Keystone Wealth Services, LLC | 1,224 | $219.2K | 0.08% | +1,224 | New |
| SignalPoint Asset Management, LLC | 1,233 | $220.0K | 0.06% | +1,233 | New |
| Moseley Investment Management Inc | 1,235 | $221.2K | 0.12% | +1,235 | New |
| Magnolia Capital Advisors LLC | 1,183 | $221.4K | 0.16% | +1,183 | New |
| Sawgrass Asset Management LLC | 1,237 | $221.5K | 0.02% | +1,237 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,249 | $223.7K | 0.11% | +1,249 | New |
| Aigen Investment Management, LP | 1,250 | $223.9K | 0.04% | −6,146−83.1% | Reduced |
| Knuff & Co LLC | 1,250 | $223.9K | 0.08% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,250 | $223.9K | 0.11% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,254 | $225.0K | 0.06% | +1,254 | New |