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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 1,868 | $335.0K | 0.00% | −225−10.8% | Reduced |
| Red Wave Investments LLC | 1,871 | $335.1K | 0.13% | +73+4.1% | Added |
| Tennessee Valley Asset Management Partners | 1,871 | $335.1K | 0.09% | +7+0.4% | Added |
| Centric Wealth Management | 1,782 | $335.4K | 0.11% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,884 | $337.4K | 0.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,888 | $338.2K | 0.01% | −683−26.6% | Reduced |
| First Financial Corp | 1,891 | $338.7K | 0.17% | 00.0% | Unchanged |
| Trust Co of the South | 1,891 | $338.7K | 0.09% | +1,891 | New |
| Patron Partners Advisors, LLC | 1,892 | $338.9K | 0.22% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 1,893 | $339.0K | 0.24% | +1+0.1% | Added |
| Paradigm Asset Management Co LLC | 1,900 | $340.3K | 0.09% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,903 | $340.9K | 0.05% | +488+34.5% | Added |
| Burney Co | 1,904 | $341.0K | 0.01% | −375−16.5% | Reduced |
| Drive Wealth Management, LLC | 1,906 | $341.4K | 0.11% | −21−1.1% | Reduced |
| Heritage Trust Co | 1,908 | $341.7K | 0.05% | +100+5.5% | Added |
| First Western Trust Bank | 1,916 | $343.2K | 0.02% | +1,916 | New |
| SkyOak Wealth, LLC | 1,918 | $343.5K | 0.09% | 00.0% | Unchanged |
| Petix & Botte Co | 1,922 | $344.2K | 0.10% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,931 | $345.8K | 0.22% | −12−0.6% | Reduced |
| Southland Equity Partners LLC | 1,931 | $345.8K | 0.11% | +48+2.5% | Added |
| Sentry Investment Management LLC | 1,932 | $346.0K | 0.15% | −208−9.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,931 | $346.0K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,932 | $346.0K | 0.07% | −28−1.4% | Reduced |
| Wealth Architects, LLC | 1,936 | $346.7K | 0.05% | −119−5.8% | Reduced |
| City State Bank | 1,941 | $348.0K | 0.17% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,950 | $349.2K | 0.40% | −250−11.4% | Reduced |
| Diligent Investors, LLC | 1,956 | $350.4K | 0.10% | +4+0.2% | Added |
| Alera Investment Advisors, LLC | 1,962 | $351.4K | 0.05% | +14+0.7% | Added |
| Bank of Stockton | 1,907 | $351.7K | 0.12% | −170−8.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,965 | $352.0K | 0.05% | −552−21.9% | Reduced |
| First Financial Bankshares Inc | 1,968 | $352.5K | 0.01% | +1,968 | New |
| Assetmark, Inc | 1,969 | $352.6K | 0.00% | +577+41.5% | Added |
| PFG Advisors | 1,970 | $352.8K | 0.03% | +35+1.8% | Added |
| Alpha Cubed Investments, LLC | 1,973 | $353.3K | 0.02% | +56+2.9% | Added |
| Baker Boyer National Bank | 1,979 | $354.4K | 0.13% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,998 | $356.0K | 0.00% | +1,998 | New |
| Arthur M. Cohen & Associates, LLC | 1,990 | $356.4K | 0.08% | +235+13.4% | Added |
| Catalytic Wealth RIA, LLC | 1,991 | $356.6K | 0.16% | +1,991 | New |
| Compton Wealth Advisory Group, LLC | 1,995 | $357.4K | 0.11% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,000 | $358.0K | 0.05% | +131+7.0% | Added |
| Johnson Bixby & Associates, LLC | 2,000 | $358.2K | 0.07% | 00.0% | Unchanged |
| American National Bank | 2,015 | $360.9K | 0.06% | +31+1.6% | Added |
| Smithfield Trust Co | 1,999 | $361.0K | 0.02% | −62−3.0% | Reduced |
| CoreCap Advisors, LLC | 2,039 | $365.2K | 0.02% | +671+49.0% | Added |
| Sompo Asset Management Co., Ltd. | 2,040 | $365.4K | 0.07% | −10−0.5% | Reduced |
| Crestwood Advisors Group LLC | 2,050 | $367.2K | 0.01% | +152+8.0% | Added |
| Wealth Management Partners, LLC | 2,055 | $368.1K | 0.21% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,058 | $368.7K | 0.08% | +7+0.3% | Added |
| Clarity Financial LLC | 2,061 | $369.2K | 0.06% | +10.0% | Added |
| Legacy Capital Wealth Partners, LLC | 2,064 | $369.7K | 0.10% | −76−3.6% | Reduced |
| New Hampshire Trust | 2,068 | $370.4K | 0.09% | −10−0.5% | Reduced |
| First Affirmative Financial Network | 2,072 | $371.0K | 0.30% | +312+17.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,076 | $371.9K | 0.01% | +584+39.1% | Added |
| Arlington Trust Co LLC | 2,084 | $373.2K | 0.10% | +1,849+786.8% | Added |
| Marcum Wealth, LLC | 2,086 | $373.5K | 0.04% | +433+26.2% | Added |
| Sweet Financial Partners, LLC | 2,098 | $375.7K | 0.09% | +10.0% | Added |
| JT Stratford LLC | 2,099 | $375.9K | 0.09% | −85−3.9% | Reduced |
| First National Bank Sioux Falls | 2,105 | $377.0K | 0.19% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,110 | $378.0K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,112 | $378.2K | 0.04% | −15−0.7% | Reduced |
| Wealthsource Partners, LLC | 2,112 | $378.3K | 0.02% | −1,489−41.3% | Reduced |
| Smartleaf Asset Management LLC | 2,146 | $378.8K | 0.10% | +2,146 | New |
| Cape Ann Savings Bank | 2,047 | $380.0K | 0.25% | −241−10.5% | Reduced |
| Aspiriant, LLC | 2,130 | $381.5K | 0.02% | +289+15.7% | Added |
| Resolute Partners Group | 2,133 | $382.0K | 0.05% | +8+0.4% | Added |
| Resolute Wealth Strategies, LLC | 2,151 | $385.3K | 0.26% | +8+0.4% | Added |
| Syntax Research, Inc. | 2,153 | $385.6K | 0.32% | −6,987−76.4% | Reduced |
| Keel Point, LLC | 2,160 | $386.8K | 0.05% | +92+4.4% | Added |
| Saturna Capital CORP | 2,162 | $387.2K | 0.01% | +2,162 | New |
| Truvestments Capital LLC | 2,163 | $387.5K | 0.17% | −5−0.2% | Reduced |
| Shelton Capital Management | 2,168 | $388.3K | 0.01% | −151−6.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,173 | $389.2K | 0.09% | −35−1.6% | Reduced |
| SlateStone Wealth, LLC | 2,186 | $392.0K | 0.05% | −727−25.0% | Reduced |
| Moody National Bank Trust Division | 2,208 | $395.5K | 0.03% | −3,502−61.3% | Reduced |
| Jag Capital Management, LLC | 2,217 | $397.1K | 0.06% | −12,935−85.4% | Reduced |
| Csenge Advisory Group | 2,222 | $397.9K | 0.02% | −121−5.2% | Reduced |
| Ledyard National Bank | 2,224 | $398.3K | 0.04% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,245 | $402.0K | 0.14% | +4+0.2% | Added |
| Syntegra Private Wealth Group, LLC | 2,268 | $406.2K | 0.06% | −125−5.2% | Reduced |
| Connecticut Wealth Management, LLC | 2,285 | $409.2K | 0.02% | +875+62.1% | Added |
| Stuart Chaussee & Associates, Inc. | 2,286 | $409.4K | 0.12% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,287 | $409.6K | 0.05% | −2−0.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,305 | $410.6K | 0.25% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,213 | $411.2K | 0.16% | −595−21.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,296 | $411.2K | 0.06% | −11−0.5% | Reduced |
| Private Capital Management, LLC | 2,304 | $412.6K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,307 | $413.1K | 0.06% | +2,307 | New |
| Horan Capital Advisors, LLC. | 2,320 | $415.5K | 0.15% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,324 | $416.2K | 0.07% | −19−0.8% | Reduced |
| Hudock, Inc. | 2,323 | $416.2K | 0.09% | +10.0% | Added |
| Monumental Financial Group Inc. | 2,334 | $418.1K | 0.25% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,336 | $418.3K | 0.13% | +2,336 | New |
| Cornerstone Advisory, LLC | 2,336 | $418.3K | 0.07% | +128+5.8% | Added |
| iA Global Asset Management Inc. | 2,347 | $420.0K | 0.01% | −67−2.8% | Reduced |
| Silver Oak Securities, Inc | 2,347 | $420.3K | 0.06% | +1,004+74.8% | Added |
| Capital Investment Advisory Services, LLC | 2,349 | $420.7K | 0.04% | −1,849−44.0% | Reduced |
| First Nebraska Trust Co | 2,351 | $421.1K | 0.05% | −69−2.9% | Reduced |
| Ausdal Financial Partners, Inc. | 2,369 | $424.2K | 0.05% | +60+2.6% | Added |
| Wellington Shields Capital Management, LLC | 2,370 | $424.5K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,372 | $424.8K | 0.03% | +859+56.8% | Added |