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 |
|---|---|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 2,377 | $425.7K | 0.18% | +8+0.3% | Added |
| Hoylecohen, LLC | 2,380 | $426.3K | 0.03% | +64+2.8% | Added |
| Alaethes Wealth LLC | 2,384 | $427.0K | 0.20% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,388 | $427.7K | 0.03% | +108+4.7% | Added |
| Am Investment Strategies LLC | 2,387 | $428.0K | 0.12% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,398 | $429.5K | 0.14% | −130−5.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,400 | $429.8K | 0.24% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,400 | $429.8K | 0.04% | +788+48.9% | Added |
| Conning Inc. | 2,402 | $430.2K | 0.01% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,403 | $430.5K | 0.11% | −411−14.6% | Reduced |
| Portfolio Design Labs, LLC | 2,406 | $430.9K | 0.16% | +2,406 | New |
| Seeds Investor LLC | 2,413 | $432.2K | 0.49% | +2,413 | New |
| Sonen Capital LLC | 2,419 | $433.2K | 0.82% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,422 | $433.8K | 0.02% | +2,422 | New |
| Cutter & CO Brokerage, Inc. | 2,425 | $434.3K | 0.12% | +4+0.2% | Added |
| Viawealth, LLC | 2,440 | $437.0K | 0.30% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,449 | $438.6K | 0.04% | +80+3.4% | Added |
| Cassaday & Co Wealth Management LLC | 2,449 | $438.6K | 0.02% | +10.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,456 | $440.0K | 0.22% | −125−4.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,463 | $441.2K | 0.02% | −40−1.6% | Reduced |
| Red Cedar Investment Management, LLC | 2,466 | $441.6K | 0.06% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 2,467 | $441.8K | 0.11% | +2,467 | New |
| Geneva Partners, LLC | 2,468 | $442.0K | 0.24% | −10−0.4% | Reduced |
| Flputnam Investment Management Co | 2,470 | $442.4K | 0.01% | +2,470 | New |
| KPP Advisory Services LLC | 2,475 | $443.3K | 0.39% | −1,124−31.2% | Reduced |
| Old Second National Bank of Aurora | 2,478 | $443.8K | 0.12% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,482 | $444.5K | 0.05% | +83+3.5% | Added |
| Summit Financial Wealth Advisors, LLC | 2,483 | $444.7K | 0.10% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,500 | $447.7K | 0.06% | +223+9.8% | Added |
| Jupiter Wealth Management LLC | 2,500 | $447.8K | 0.26% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,500 | $447.8K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 2,508 | $449.2K | 0.55% | +7+0.3% | Added |
| BlackDiamond Wealth Management Inc. | 2,390 | $449.9K | 0.33% | −122−4.9% | Reduced |
| Signal Advisors Wealth, LLC | 2,515 | $450.4K | 0.16% | +2,515 | New |
| Weinberger Asset Management, Inc | 2,530 | $453.1K | 0.23% | +159+6.7% | Added |
| Latitude Advisors, LLC | 2,531 | $453.4K | 0.32% | +3+0.1% | Added |
| David Loasby | 2,552 | $453.7K | 0.05% | −40−1.5% | Reduced |
| InterOcean Capital Group, LLC | 2,549 | $456.5K | 0.01% | +10+0.4% | Added |
| NFP Retirement, Inc. | 2,550 | $456.8K | 0.08% | +4+0.2% | Added |
| KRS Capital Management, LLC | 2,556 | $457.8K | 0.43% | −64−2.4% | Reduced |
| Stockman Wealth Management, Inc. | 2,562 | $458.9K | 0.09% | −95−3.6% | Reduced |
| Terry L. Blaker | 2,564 | $459.2K | 0.04% | +370+16.9% | Added |
| Skopos Labs, Inc. | 2,567 | $459.8K | 0.22% | +2,567 | New |
| Midland Wealth Advisors LLC | 2,569 | $460.1K | 0.03% | +2,569 | New |
| Forum Financial Management, LP | 2,573 | $460.8K | 0.01% | −194−7.0% | Reduced |
| Ifrah Financial Services, Inc. | 2,575 | $461.2K | 0.14% | −114−4.2% | Reduced |
| Abbrea Capital, LLC | 2,588 | $464.0K | 0.07% | +90+3.6% | Added |
| Parthenon LLC | 2,595 | $464.8K | 0.06% | +95+3.8% | Added |
| Mount Yale Investment Advisors, LLC | 2,599 | $465.4K | 0.04% | −39−1.5% | Reduced |
| Ti-Trust, Inc | 2,603 | $466.2K | 0.41% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 2,606 | $466.7K | 0.07% | +2+0.1% | Added |
| Canandaigua National Bank & Trust Co | 2,611 | $467.6K | 0.07% | +800+44.2% | Added |
| CSM Advisors, LLC | 2,619 | $469.0K | 0.03% | −100−3.7% | Reduced |
| NSI Retail Advisors, LLC | 2,619 | $469.0K | 0.08% | −100−3.7% | Reduced |
| Pitcairn Co | 2,619 | $469.1K | 0.03% | +60+2.3% | Added |
| Magnus Financial Group LLC | 2,630 | $471.0K | 0.06% | +678+34.7% | Added |
| Adell Harriman & Carpenter Inc | 2,638 | $472.5K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,639 | $472.7K | 0.24% | +10.0% | Added |
| Bill Few Associates, Inc. | 2,648 | $474.3K | 0.22% | −58−2.1% | Reduced |
| Hohimer Wealth Management, LLC | 2,650 | $474.6K | 0.12% | 00.0% | Unchanged |
| Mendel Money Management | 2,658 | $476.0K | 0.23% | +104+4.1% | Added |
| Fort Point Capital Partners LLC | 2,659 | $476.2K | 0.07% | +7+0.3% | Added |
| Falcon Wealth Planning | 2,666 | $477.4K | 0.08% | +2,666 | New |
| Gs Investments, Inc. | 2,675 | $479.1K | 0.25% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,682 | $480.3K | 0.04% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,688 | $480.6K | 0.03% | −89−3.2% | Reduced |
| Colonial River Wealth Management, LLC | 2,685 | $480.9K | 0.29% | +2,685 | New |
| Kuhn & Co Investment Counsel | 2,691 | $482.0K | 0.49% | +2,691 | New |
| Modera Wealth Management, LLC | 2,696 | $482.9K | 0.01% | −281−9.4% | Reduced |
| Putnam Investments LLC | 2,700 | $483.6K | 0.00% | −26−1.0% | Reduced |
| Cassia Capital Partners, LLC | 2,702 | $483.9K | 0.40% | +156+6.1% | Added |
| Ronald Blue Trust, Inc. | 3,170 | $484.0K | 0.01% | −22−0.7% | Reduced |
| Court Place Advisors, LLC | 2,703 | $484.1K | 0.16% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,707 | $484.8K | 0.04% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,707 | $484.9K | 0.57% | −50−1.8% | Reduced |
| Angeles Wealth Management, LLC | 2,711 | $485.5K | 0.06% | +4+0.1% | Added |
| FineMark National Bank & Trust | 2,748 | $492.2K | 0.02% | +90+3.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,750 | $492.5K | 0.06% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 2,751 | $492.8K | 0.09% | +10.0% | Added |
| Lester Murray Antman dba SimplyRich | 2,774 | $497.0K | 0.17% | +10.0% | Added |
| Joel Isaacson & Co., LLC | 2,779 | $497.7K | 0.03% | +85+3.2% | Added |
| Primoris Wealth Advisors, LLC | 2,808 | $498.4K | 0.47% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 2,772 | $498.6K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,802 | $501.8K | 0.01% | +1,007+56.1% | Added |
| Northwest Investment Counselors, LLC | 2,812 | $503.6K | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,816 | $504.3K | 0.06% | −779−21.7% | Reduced |
| Great Lakes Retirement, Inc. | 2,817 | $504.5K | 0.08% | −145−4.9% | Reduced |
| Gradient Investments LLC | 2,826 | $506.2K | 0.01% | −42,473−93.8% | Reduced |
| Sawyer & Company, Inc | 2,860 | $512.0K | 0.23% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,878 | $515.5K | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,737 | $515.6K | 0.01% | +15+0.6% | Added |
| Values First Advisors, Inc. | 2,883 | $516.4K | 0.31% | +470+19.5% | Added |
| USA Financial Portformulas Corp | 2,884 | $516.5K | 0.09% | +2,873+26,118.2% | Added |
| Forza Wealth Management, LLC | 2,902 | $519.7K | 0.29% | 00.0% | Unchanged |
| Arden Trust Co | 2,917 | $522.4K | 0.08% | −49−1.7% | Reduced |
| Summit Global Investments | 2,919 | $523.0K | 0.03% | −510−14.9% | Reduced |
| Rosenbaum Jay D. | 2,922 | $523.3K | 1.35% | −2,991−50.6% | Reduced |
| Cahaba Wealth Management, Inc. | 2,927 | $524.3K | 0.05% | −130−4.3% | Reduced |
| TrinityPoint Wealth, LLC | 2,934 | $525.5K | 0.10% | +10.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,938 | $526.2K | 0.02% | −7−0.2% | Reduced |