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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 1,257 | $225.1K | 0.11% | −9−0.7% | Reduced |
| Capital Planning Advisors, LLC | 1,257 | $225.1K | 0.04% | +1,257 | New |
| Invenio Wealth Partners LLC | 1,257 | $225.2K | 0.16% | +1,257 | New |
| Ignite Planners, LLC | 1,257 | $225.8K | 0.07% | −5,948−82.6% | Reduced |
| McAdam, LLC | 1,266 | $226.8K | 0.02% | +1,266 | New |
| SNS Financial Group, LLC | 1,272 | $227.8K | 0.03% | +1,272 | New |
| TSFG, LLC | 1,273 | $228.0K | 0.07% | −21−1.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,274 | $228.2K | 0.09% | +1,274 | New |
| Visionary Wealth Advisors | 1,274 | $228.2K | 0.02% | −40−3.0% | Reduced |
| Genesee Capital Advisors, LLC | 1,281 | $229.4K | 0.14% | +1,281 | New |
| Merriman Wealth Management, LLC | 1,287 | $230.5K | 0.01% | +1,287 | New |
| Maia Wealth LLC | 1,290 | $231.1K | 0.09% | +1,290 | New |
| Paragon Capital Management Ltd | 1,290 | $231.2K | 0.05% | +1,290 | New |
| Winthrop Advisory Group LLC | 1,295 | $232.0K | 0.04% | +1,295 | New |
| L2 Asset Management, LLC | 1,296 | $232.1K | 0.10% | +1,296 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,297 | $232.4K | 0.01% | −163−11.2% | Reduced |
| Wealth Management Associates, Inc. | 1,299 | $232.7K | 0.12% | −99−7.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,300 | $232.8K | 0.24% | +1,300 | New |
| Change Path, LLC | 1,308 | $234.0K | 0.01% | −323−19.8% | Reduced |
| Azimuth Capital Investment Management LLC | 1,314 | $235.3K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,314 | $235.3K | 0.14% | +1,314 | New |
| Essex Savings Bank | 1,316 | $235.7K | 0.07% | +1,316 | New |
| Davis R M Inc | 1,316 | $235.7K | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,319 | $236.2K | 0.05% | +1,319 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,326 | $237.5K | 0.00% | +1,326 | New |
| Lake Street Financial LLC | 1,330 | $238.2K | 0.04% | −1−0.1% | Reduced |
| Seven Eight Capital, LP | 1,332 | $238.6K | 0.03% | −5,928−81.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,330 | $239.0K | 0.16% | 00.0% | Unchanged |
| Everett Harris & Co | 1,337 | $239.5K | 0.00% | −6−0.4% | Reduced |
| DRW Securities, LLC | 1,340 | $240.0K | 0.01% | +1,340 | New |
| Summit Asset Management, LLC | 1,342 | $240.4K | 0.06% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,345 | $240.9K | 0.65% | −79−5.5% | Reduced |
| Centurion Wealth Management LLC | 1,348 | $241.4K | 0.10% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,349 | $241.6K | 0.01% | −100−6.9% | Reduced |
| Financial Futures Ltd Liability Co. | 1,351 | $242.0K | 0.18% | 00.0% | Unchanged |
| Woodstock Corp | 1,351 | $242.0K | 0.03% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 6,835 | $242.2K | 0.29% | −7,113−51.0% | Reduced |
| Arvest Trust Co N A | 1,358 | $243.2K | 0.01% | +1,358 | New |
| Glassman Wealth Services | 1,358 | $243.2K | 0.03% | −75−5.2% | Reduced |
| Ade, LLC | 1,358 | $243.2K | 0.17% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,359 | $243.6K | 0.12% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,361 | $243.8K | 0.10% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,362 | $244.0K | 0.01% | −295−17.8% | Reduced |
| Strategic Financial Services, Inc, | 1,363 | $244.1K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,369 | $245.2K | 0.10% | 00.0% | Unchanged |
| Allstate Corp | 1,378 | $246.8K | 0.02% | −604−30.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,381 | $247.3K | 0.08% | +1+0.1% | Added |
| Florida Financial Advisors, LLC | 1,391 | $249.2K | 0.23% | +1,391 | New |
| Personal Cfo Solutions, LLC | 1,394 | $249.8K | 0.04% | −12−0.9% | Reduced |
| Hamilton Capital, LLC | 1,396 | $250.0K | 0.02% | −50−3.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,348 | $250.2K | 0.00% | −43−3.1% | Reduced |
| Insight Advisors, LLC | 1,402 | $250.8K | 0.05% | +3+0.2% | Added |
| Diamant Asset Management, Inc. | 1,402 | $251.1K | 0.19% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,405 | $251.7K | 0.06% | −315−18.3% | Reduced |
| Fortune Financial Advisors, LLC | 1,409 | $252.4K | 0.18% | +2+0.1% | Added |
| Perennial Investment Advisors, LLC | 1,410 | $252.7K | 0.04% | +4+0.3% | Added |
| D'Orazio & Associates, Inc. | 1,415 | $253.5K | 0.05% | +1,415 | New |
| Group One Trading, L.P. | 1,418 | $254.0K | 0.01% | −1,860−56.7% | Reduced |
| Wendell David Associates Inc | 1,420 | $254.0K | 0.03% | +8+0.6% | Added |
| Charter Research & Investment Group, Inc. | 1,425 | $255.2K | 0.21% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,426 | $255.4K | 0.16% | −69−4.6% | Reduced |
| Powell Investment Advisors, LLC | 1,427 | $255.6K | 0.14% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,427 | $255.6K | 0.09% | +1,427 | New |
| Day & Ennis, LLC | 1,429 | $255.9K | 0.09% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,437 | $257.4K | 0.03% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,438 | $257.6K | 0.01% | −44−3.0% | Reduced |
| New Jersey Better Educational Savings Trust | 1,440 | $257.9K | 0.54% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,440 | $257.9K | 0.16% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,440 | $257.9K | 0.02% | +1,440 | New |
| Pure Financial Advisors, Inc. | 1,450 | $259.7K | 0.01% | +1,450 | New |
| Sage Mountain Advisors LLC | 1,452 | $260.1K | 0.03% | +135+10.3% | Added |
| Fairhaven Wealth Management, LLC | 1,455 | $260.5K | 0.10% | −61−4.0% | Reduced |
| Berger Financial Group, Inc | 1,455 | $260.6K | 0.03% | +1+0.1% | Added |
| Sigma Investment Counselors Inc | 1,462 | $261.9K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,465 | $262.4K | 0.04% | +36+2.5% | Added |
| Financial Engines Advisors L.L.C. | 1,472 | $263.6K | 0.00% | +122+9.0% | Added |
| Grandfield & Dodd, LLC | 1,475 | $264.2K | 0.02% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,479 | $264.8K | 0.14% | −6−0.4% | Reduced |
| First National Corp | 1,479 | $264.9K | 0.06% | −1−0.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,484 | $265.8K | 0.06% | +4+0.3% | Added |
| Camden Capital, LLC | 1,488 | $266.6K | 0.03% | +1,488 | New |
| Obsidian Personal Planning Solutions LLC | 1,491 | $267.0K | 0.20% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 1,492 | $267.2K | 0.29% | −12,179−89.1% | Reduced |
| Bangor Savings Bank | 1,498 | $268.3K | 0.03% | −86−5.4% | Reduced |
| LWM Advisory Services, LLC | 1,500 | $268.6K | 0.24% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,504 | $269.3K | 0.11% | +18+1.2% | Added |
| Quaker Wealth Management, LLC | 1,508 | $270.0K | 0.12% | 00.0% | Unchanged |
| Headinvest, LLC | 1,509 | $270.3K | 0.06% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,512 | $270.8K | 0.10% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,512 | $270.8K | 0.15% | +12+0.8% | Added |
| Dogwood Wealth Management LLC | 1,516 | $271.5K | 0.21% | +1,516 | New |
| Rise Advisors, LLC | 1,522 | $272.6K | 0.19% | +146+10.6% | Added |
| ETF Store, Inc. | 1,522 | $272.6K | 0.18% | +4+0.3% | Added |
| Westmount Partners, LLC | 1,523 | $272.8K | 0.11% | +105+7.4% | Added |
| Quantum Private Wealth, LLC | 1,525 | $273.1K | 0.11% | −5−0.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,525 | $273.1K | 0.18% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,528 | $274.0K | 0.09% | −599−28.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,529 | $274.0K | 0.04% | +1,529 | New |
| Phillips Wealth Planners LLC | 1,496 | $274.5K | 0.33% | +182+13.9% | Added |
| Alterity Financial Group, LLC | 1,533 | $274.6K | 0.39% | +15+1.0% | Added |