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 |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 1,537 | $275.3K | 0.03% | +261+20.5% | Added |
| D L Carlson Investment Group Inc | 1,388 | $276.3K | 0.06% | −248−15.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,544 | $276.5K | 0.05% | +1,544 | New |
| Abner Herrman & Brock LLC | 1,546 | $277.0K | 0.04% | +13+0.8% | Added |
| Grayhawk Investment Strategies Inc. | 1,549 | $277.4K | 0.14% | +1,549 | New |
| Wilkinson Global Asset Management LLC | 1,550 | $277.6K | 0.02% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,552 | $277.9K | 0.23% | +78+5.3% | Added |
| Congress Wealth Management LLC | 1,555 | $278.7K | 0.01% | +19+1.2% | Added |
| Carret Asset Management, LLC | 1,557 | $278.9K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,571 | $281.4K | 0.07% | 00.0% | Unchanged |
| Canopy Partners, LLC | 1,575 | $282.1K | 0.17% | +1,575 | New |
| Goelzer Investment Management, Inc. | 1,577 | $282.4K | 0.02% | −23−1.4% | Reduced |
| Northwest Wealth Management, LLC | 1,578 | $282.6K | 0.09% | +140+9.7% | Added |
| Wetzel Investment Advisors, Inc. | 1,579 | $283.0K | 0.17% | +1,579 | New |
| Peachtree Investment Partners, LLC | 1,581 | $283.2K | 0.12% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,584 | $283.7K | 0.11% | −155−8.9% | Reduced |
| Arrowroot Family Office, LLC | 1,588 | $284.4K | 0.20% | +101+6.8% | Added |
| Wealth Alliance | 1,596 | $285.9K | 0.04% | −30−1.8% | Reduced |
| Baystate Wealth Management LLC | 1,603 | $287.2K | 0.02% | +6+0.4% | Added |
| Auxier Asset Management | 1,607 | $287.8K | 0.05% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 1,609 | $288.2K | 0.28% | +1,609 | New |
| Investment Advisory Group, LLC | 1,615 | $289.2K | 0.13% | +5+0.3% | Added |
| O'Rourke & Company, Inc | 1,620 | $290.0K | 0.19% | +1+0.1% | Added |
| Somerville Kurt F | 1,620 | $290.1K | 0.05% | −10−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 1,625 | $291.0K | 0.01% | −43−2.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,629 | $291.8K | 0.01% | −50−3.0% | Reduced |
| Northstar Asset Management LLC | 1,630 | $291.9K | 0.08% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,630 | $291.9K | 0.20% | +4+0.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,629 | $292.0K | 0.03% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,636 | $293.1K | 0.11% | +1,636 | New |
| Parkside Financial Bank & Trust | 1,640 | $293.7K | 0.05% | +515+45.8% | Added |
| Point72 Hong Kong Ltd | 1,642 | $294.1K | 0.02% | +1,642 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,644 | $294.5K | 0.02% | +264+19.1% | Added |
| Gleason Group, Inc. | 1,649 | $295.3K | 0.07% | +7+0.4% | Added |
| Bragg Financial Advisors, Inc | 1,649 | $295.3K | 0.01% | −345−17.3% | Reduced |
| Drake & Associates, LLC | 1,652 | $295.8K | 0.12% | +55+3.4% | Added |
| Journey Strategic Wealth LLC | 1,652 | $295.9K | 0.01% | −8−0.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,654 | $296.0K | 0.04% | +3+0.2% | Added |
| Amplius Wealth Advisors, LLC | 1,654 | $296.2K | 0.04% | +1+0.1% | Added |
| First Business Financial Services, Inc. | 1,657 | $296.8K | 0.03% | +92+5.9% | Added |
| Vaughan David Investments LLC | 1,660 | $297.0K | 0.01% | −47−2.8% | Reduced |
| Quotient Wealth Partners, LLC | 1,659 | $297.0K | 0.01% | +1,659 | New |
| Holderness Investments Co | 1,660 | $297.3K | 0.08% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,664 | $298.1K | 0.28% | −388−18.9% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,665 | $298.2K | 0.26% | −152−8.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,672 | $299.5K | 0.01% | −210−11.2% | Reduced |
| Pensionmark Financial Group, LLC | 1,675 | $300.0K | 0.04% | +269+19.1% | Added |
| Legacy Financial Advisors, Inc. | 1,679 | $300.7K | 0.06% | +180+12.0% | Added |
| Cidel Asset Management Inc | 1,695 | $303.6K | 0.01% | +1,695 | New |
| First United Bank Trust | 1,700 | $304.5K | 0.12% | −30−1.7% | Reduced |
| Wimmer Associates 1, LLC | 1,700 | $304.5K | 0.17% | 00.0% | Unchanged |
| Zacks Investment Management | 1,702 | $304.8K | 0.00% | +51+3.1% | Added |
| Beaird Harris Wealth Management, LLC | 1,706 | $305.5K | 0.03% | +6+0.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,707 | $305.7K | 0.04% | −23−1.3% | Reduced |
| Cook Wealth Management Group LLC | 1,664 | $305.8K | 0.19% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,716 | $307.3K | 0.05% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,729 | $309.7K | 0.05% | −13−0.7% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $309.8K | 0.16% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,731 | $310.1K | 0.05% | +1,731 | New |
| Pinnacle Bancorp, Inc. | 1,732 | $310.2K | 0.10% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,733 | $310.3K | 0.13% | +1,733 | New |
| Dividend Assets Capital, LLC | 1,737 | $311.0K | 0.06% | −24−1.4% | Reduced |
| Pallas Capital Advisors LLC | 1,739 | $311.5K | 0.02% | −1,528−46.8% | Reduced |
| Advisor OS, LLC | 1,741 | $311.8K | 0.04% | +1,741 | New |
| Trustmark National Bank Trust Department | 1,742 | $312.0K | 0.03% | +33+1.9% | Added |
| Boston Trust Walden Corp | 1,743 | $312.2K | 0.00% | −16−0.9% | Reduced |
| Rockland Trust Co | 1,748 | $313.1K | 0.02% | −18−1.0% | Reduced |
| Advisor Resource Council | 1,749 | $313.3K | 0.04% | +1,749 | New |
| Diversified Trust Co | 1,750 | $313.5K | 0.01% | −26,488−93.8% | Reduced |
| Bridgeworth, LLC | 1,752 | $313.8K | 0.03% | −6−0.3% | Reduced |
| FDx Advisors, Inc. | 1,760 | $315.0K | 0.02% | +1,760 | New |
| Leelyn Smith, LLC | 1,762 | $315.5K | 0.07% | +1,762 | New |
| First Command Advisory Services, Inc. | 1,766 | $316.3K | 0.00% | −45−2.5% | Reduced |
| ORG Partners LLC | 1,770 | $317.2K | 0.05% | +1,018+135.4% | Added |
| Advisory Resource Group | 1,771 | $317.2K | 0.08% | +2+0.1% | Added |
| Ironsides Asset Advisors, LLC | 1,772 | $317.4K | 0.14% | −227−11.4% | Reduced |
| Breed's Hill Capital LLC | 1,773 | $317.5K | 0.31% | +1,773 | New |
| Keystone Financial Group | 1,783 | $319.3K | 0.06% | +50+2.9% | Added |
| Ballast Advisors LLC | 1,787 | $320.0K | 0.12% | −22−1.2% | Reduced |
| Stokes Family Office, LLC | 1,788 | $320.2K | 0.04% | −5,570−75.7% | Reduced |
| Aviso Wealth Management | 1,789 | $320.4K | 0.23% | +1,789 | New |
| Catalyst Financial Partners LLC | 1,789 | $320.4K | 0.09% | +209+13.2% | Added |
| Sculati Wealth Management, LLC | 1,791 | $320.8K | 0.15% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,800 | $322.4K | 0.25% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,807 | $323.6K | 0.31% | +1,807 | New |
| PDS Planning, Inc | 1,816 | $325.2K | 0.04% | +59+3.4% | Added |
| Lakeshore Financial Planning, Inc. | 1,818 | $325.5K | 0.18% | +2+0.1% | Added |
| St Germain D J Co Inc | 1,824 | $326.7K | 0.02% | −117−6.0% | Reduced |
| Archford Capital Strategies, LLC | 1,829 | $327.5K | 0.06% | −476−20.7% | Reduced |
| Revolve Wealth Partners, LLC | 1,830 | $327.8K | 0.06% | +307+20.2% | Added |
| Sather Financial Group Inc | 1,841 | $329.7K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,845 | $330.4K | 0.07% | −92−4.7% | Reduced |
| Versant Capital Management, Inc | 1,846 | $330.6K | 0.10% | −8−0.4% | Reduced |
| Heritage Investors Management Corp | 1,849 | $331.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 1,849 | $331.2K | 0.30% | +1,849 | New |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $331.4K | 0.20% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,854 | $332.1K | 0.08% | +124+7.2% | Added |
| AMG National Trust Bank | 1,861 | $333.3K | 0.01% | −35−1.8% | Reduced |
| Geneos Wealth Management Inc. | 1,866 | $334.3K | 0.02% | −169−8.3% | Reduced |
| Callahan Advisors, LLC | 1,867 | $334.4K | 0.04% | −525−21.9% | Reduced |