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; 2,379 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 | 2,379 | $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 |
|---|---|---|---|---|---|
| Meridian Financial, LLC | 2,942 | $526.9K | 0.41% | +20+0.7% | Added |
| Legacy Wealth Asset Management, LLC | 2,951 | $528.5K | 0.17% | +4+0.1% | Added |
| Tradition Wealth Management, LLC | 2,964 | $531.0K | 0.06% | 00.0% | Unchanged |
| Glenview Trust Co | 2,966 | $531.2K | 0.01% | +557+23.1% | Added |
| Schechter Investment Advisors, LLC | 2,969 | $531.7K | 0.05% | −76−2.5% | Reduced |
| Principal Securities, Inc. | 2,971 | $532.2K | 0.02% | +2,971 | New |
| Community Bank & Trust, Waco, Texas | 2,985 | $535.0K | 0.15% | +723+32.0% | Added |
| Jeppson Wealth Management, LLC | 2,989 | $535.3K | 0.22% | +225+8.1% | Added |
| Guardian Wealth Advisors, LLC | 2,995 | $536.3K | 0.08% | +41+1.4% | Added |
| Rbo & Co LLC | 3,000 | $537.3K | 0.09% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 3,007 | $538.5K | 0.19% | +10.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,014 | $539.0K | 0.18% | −1,481−32.9% | Reduced |
| Appleton Partners Inc | 3,008 | $539.0K | 0.04% | −235−7.2% | Reduced |
| Moloney Securities Asset Management, LLC | 3,015 | $539.9K | 0.09% | +2+0.1% | Added |
| CAPROCK Group, Inc. | 3,020 | $541.0K | 0.03% | +273+9.9% | Added |
| Verdence Capital Advisors LLC | 3,038 | $544.0K | 0.05% | +34+1.1% | Added |
| Mechanics Financial Corp | 3,041 | $544.6K | 0.31% | +70+2.4% | Added |
| Simmons Bank | 3,044 | $545.2K | 0.04% | −314−9.4% | Reduced |
| Shoker Investment Counsel, Inc. | 3,057 | $547.7K | 0.21% | +2+0.1% | Added |
| Nwam LLC | 3,061 | $548.2K | 0.04% | +130+4.4% | Added |
| Morton Capital Management LLC | 3,064 | $548.8K | 0.16% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,079 | $551.4K | 0.10% | −64−2.0% | Reduced |
| First Foundation Advisors | 3,085 | $552.6K | 0.03% | −1,194−27.9% | Reduced |
| Boston Research & Management Inc | 3,090 | $553.0K | 0.15% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,091 | $553.6K | 0.21% | +3,091 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,102 | $555.6K | 0.15% | −3−0.1% | Reduced |
| Waverton Investment Management Ltd | 3,100 | $555.7K | 0.01% | +3,100 | New |
| Clarius Group, LLC | 3,105 | $556.1K | 0.05% | +2+0.1% | Added |
| Univest Financial Corp | 3,116 | $558.1K | 0.17% | −25−0.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,125 | $559.7K | 0.20% | +250+8.7% | Added |
| AlphaCore Capital LLC | 3,126 | $559.8K | 0.08% | +208+7.1% | Added |
| Cornerstone Wealth Management, LLC | 3,135 | $561.4K | 0.05% | −2,196−41.2% | Reduced |
| Good Life Advisors, LLC | 3,142 | $562.9K | 0.06% | +39+1.3% | Added |
| Burke & Herbert Bank & Trust Co | 3,147 | $563.6K | 0.40% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,157 | $565.4K | 0.05% | +46+1.5% | Added |
| Wesbanco Bank Inc | 3,168 | $567.4K | 0.03% | −735−18.8% | Reduced |
| PFG Investments, LLC | 3,171 | $567.9K | 0.11% | +77+2.5% | Added |
| Eldridge Investment Advisors, Inc. | 3,170 | $568.0K | 0.15% | 00.0% | Unchanged |
| HTLF Bank | 3,182 | $569.9K | 0.07% | +3,182 | New |
| Mosaic Family Wealth Partners, LLC | 3,188 | $571.0K | 0.10% | −4−0.1% | Reduced |
| Chicago Trust Co NA | 3,189 | $571.1K | 0.13% | +311+10.8% | Added |
| Meyer Handelman Co | 3,200 | $573.1K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,217 | $576.2K | 0.04% | +3,217 | New |
| GAMMA Investing LLC | 3,133 | $581.6K | 0.16% | +3,133 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 3,250 | $582.1K | 0.76% | −460−12.4% | Reduced |
| Spinnaker Trust | 3,254 | $582.8K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,260 | $583.9K | 0.07% | +7+0.2% | Added |
| Legacy Capital Group California, Inc. | 3,262 | $584.2K | 0.23% | +45+1.4% | Added |
| One Capital Management, LLC | 3,264 | $584.6K | 0.02% | −30−0.9% | Reduced |
| Madison Asset Management, LLC | 3,275 | $586.6K | 0.01% | −106−3.1% | Reduced |
| Kades & Cheifetz LLC | 3,302 | $591.3K | 0.42% | −151−4.4% | Reduced |
| Options Solutions, LLC | 3,303 | $591.5K | 0.63% | −699−17.5% | Reduced |
| CMG Global Holdings, LLC | 2,974 | $592.2K | 0.43% | 00.0% | Unchanged |
| Thomasville National Bank | 3,309 | $592.6K | 0.05% | −19−0.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,321 | $594.9K | 0.05% | −143−4.1% | Reduced |
| Alliance Wealth Advisors, LLC | 3,325 | $595.5K | 0.39% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,327 | $595.9K | 0.02% | −80−2.3% | Reduced |
| Tucker Asset Management LLC | 3,328 | $596.1K | 0.15% | −229−6.4% | Reduced |
| SL Advisors, LLC | 3,337 | $597.7K | 1.29% | −410−10.9% | Reduced |
| Jennison Associates LLC | 3,345 | $599.1K | 0.00% | +1,302+63.7% | Added |
| Cito Capital Group, LLC | 3,351 | $600.0K | 0.26% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,364 | $602.5K | 0.09% | +10.0% | Added |
| UniSuper Management Pty Ltd | 3,386 | $606.4K | 0.01% | +386+12.9% | Added |
| Principal Street Partners, LLC | 3,392 | $607.5K | 0.15% | −147−4.2% | Reduced |
| Successful Portfolios LLC | 3,406 | $610.0K | 0.46% | −18−0.5% | Reduced |
| Avidian Wealth Solutions, LLC | 3,416 | $611.8K | 0.04% | −83−2.4% | Reduced |
| Verus Capital Partners, LLC | 3,422 | $612.9K | 0.07% | −520−13.2% | Reduced |
| Peoples Financial Services Corp. | 3,459 | $619.5K | 0.27% | +57+1.7% | Added |
| Evergreen Capital Management LLC | 3,472 | $621.8K | 0.03% | +896+34.8% | Added |
| Advisors Capital Management, LLC | 3,537 | $634.0K | 0.01% | +62+1.8% | Added |
| MCF Advisors LLC | 3,563 | $638.2K | 0.05% | +343+10.7% | Added |
| Trium Capital LLP | 3,588 | $643.0K | 0.05% | −1,288−26.4% | Reduced |
| Addison Capital Co | 3,601 | $644.9K | 0.40% | +3,601 | New |
| McElhenny Sheffield Capital Management, LLC | 3,608 | $646.2K | 0.26% | −170−4.5% | Reduced |
| Oakworth Capital, Inc. | 3,612 | $646.9K | 0.05% | +330+10.1% | Added |
| King Wealth | 3,611 | $647.0K | 0.13% | +2+0.1% | Added |
| Orleans Capital Management Corp | 3,617 | $647.8K | 0.44% | −100−2.7% | Reduced |
| Portside Wealth Group, LLC | 3,622 | $648.7K | 0.12% | −419−10.4% | Reduced |
| Steel Peak Wealth Management LLC | 3,625 | $649.2K | 0.04% | −133−3.5% | Reduced |
| Richwood Investment Advisors, LLC | 3,638 | $651.5K | 0.61% | −115−3.1% | Reduced |
| Berkshire Bank | 3,639 | $651.7K | 0.17% | +517+16.6% | Added |
| Hyman Charles D | 3,641 | $652.0K | 0.04% | +185+5.4% | Added |
| Solidarilty Wealth, LLC | 3,642 | $652.3K | 0.24% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,650 | $653.7K | 0.05% | −6,658−64.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 3,655 | $654.6K | 0.02% | +3,655 | New |
| Linscomb & Williams, Inc. | 3,683 | $659.6K | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,728 | $667.7K | 0.08% | 00.0% | Unchanged |
| Syon Capital LLC | 3,730 | $668.1K | 0.07% | +801+27.3% | Added |
| Heritage Wealth Advisors | 3,731 | $668.2K | 0.03% | −1,935−34.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,734 | $668.8K | 0.02% | −101−2.6% | Reduced |
| NCM Capital Management, LLC | 3,737 | $669.3K | 0.41% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,744 | $670.5K | 0.03% | +3,744 | New |
| Public Sector Pension Investment Board | 3,758 | $673.1K | 0.01% | −35,726−90.5% | Reduced |
| Granite Bay Wealth Management, LLC | 4,018 | $674.0K | 0.01% | +19+0.5% | Added |
| Johnson Financial Group, Inc. | 3,793 | $679.3K | 0.04% | +1,909+101.3% | Added |
| Nikulski Financial, Inc. | 3,795 | $679.7K | 0.25% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,797 | $680.1K | 0.03% | +1,815+91.6% | Added |
| Seamount Financial Group Inc | 3,820 | $684.2K | 0.66% | +3,820 | New |
| Ipswich Investment Management Co., Inc. | 3,850 | $689.5K | 0.17% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,863 | $691.9K | 0.06% | +308+8.7% | Added |