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 |
|---|---|---|---|---|---|
| Tributary Capital Management, LLC | 3,865 | $692.2K | 0.06% | −100−2.5% | Reduced |
| Notis-McConarty Edward | 3,875 | $694.0K | 0.28% | 00.0% | Unchanged |
| Bank Ozk | 3,882 | $695.3K | 0.34% | +22+0.6% | Added |
| Financial Advocates Investment Management | 3,885 | $695.9K | 0.05% | +4+0.1% | Added |
| First National Bank of Hutchinson | 3,921 | $702.3K | 0.51% | −53−1.3% | Reduced |
| Stony Point Wealth Management Inc. | 3,946 | $706.7K | 0.33% | 00.0% | Unchanged |
| Equitable Trust Co | 3,947 | $706.9K | 0.05% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,979 | $709.0K | 0.04% | −1,374−25.7% | Reduced |
| Bluesphere Advisors, LLC | 3,977 | $712.3K | 0.44% | +281+7.6% | Added |
| Park Avenue Securities LLC | 3,986 | $714.0K | 0.01% | +195+5.1% | Added |
| KWB Wealth | 4,002 | $716.7K | 0.10% | −134−3.2% | Reduced |
| Coastal Investment Advisors, Inc. | 4,003 | $716.9K | 0.16% | +211+5.6% | Added |
| NBC Securities, Inc. | 4,015 | $719.0K | 0.07% | −6−0.1% | Reduced |
| Qtron Investments LLC | 4,045 | $724.5K | 0.12% | −1,505−27.1% | Reduced |
| Cannell Peter B & Co Inc | 4,045 | $724.5K | 0.02% | +2,595+179.0% | Added |
| Great Lakes Advisors, LLC | 4,047 | $724.8K | 0.01% | −159−3.8% | Reduced |
| Busey Wealth Management | 4,059 | $727.0K | 0.03% | −150−3.6% | Reduced |
| Kennedy Investment Group | 4,068 | $728.5K | 0.41% | +71+1.8% | Added |
| Harbour Trust & Investment Management Co | 4,075 | $729.8K | 0.10% | +4,075 | New |
| Retirement Planning Co of New England, Inc. | 4,083 | $731.4K | 0.33% | +42+1.0% | Added |
| Aberdeen Wealth Management LLC | 4,085 | $731.6K | 0.53% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,109 | $735.9K | 0.03% | −206−4.8% | Reduced |
| Regatta Capital Group, LLC | 4,116 | $737.2K | 0.19% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 4,133 | $740.2K | 0.29% | −17−0.4% | Reduced |
| RW Investment Management LLC | 4,142 | $741.8K | 0.11% | −20.0% | Reduced |
| AlphaStar Capital Management, LLC | 4,142 | $741.9K | 0.07% | +835+25.2% | Added |
| Community Bank, N.A. | 4,162 | $745.4K | 0.10% | −20−0.5% | Reduced |
| HF Advisory Group, LLC | 4,164 | $745.9K | 0.48% | −126−2.9% | Reduced |
| Integrated Advisors Network LLC | 4,181 | $748.8K | 0.04% | −3−0.1% | Reduced |
| Cypress Asset Management Inc | 4,206 | $753.3K | 0.23% | −100−2.3% | Reduced |
| Norris Perne & French LLP | 4,211 | $754.3K | 0.06% | −281−6.3% | Reduced |
| McDonald Partners LLC | 4,213 | $754.6K | 0.22% | +10.0% | Added |
| Live Oak Investment Partners | – | $754.9K | 0.69% | – | – |
| Mayflower Financial Advisors, LLC | 4,223 | $756.3K | 0.10% | +36+0.9% | Added |
| Exchange Traded Concepts, LLC | 4,225 | $756.7K | 0.02% | +96+2.3% | Added |
| Arete Wealth Advisors, LLC | 4,227 | $757.0K | 0.06% | −9−0.2% | Reduced |
| Algebris (UK) Ltd | 4,672 | $758.0K | 0.40% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 4,234 | $758.3K | 0.84% | −60−1.4% | Reduced |
| Logan Capital Management Inc | 4,258 | $762.6K | 0.04% | +1,195+39.0% | Added |
| MMBG Investment Advisors Co. | 4,260 | $763.0K | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,278 | $766.3K | 0.15% | +500+13.2% | Added |
| Douglas Lane & Associates, LLC | 4,299 | $769.9K | 0.01% | +216+5.3% | Added |
| Choate Investment Advisors | 4,314 | $772.6K | 0.02% | +182+4.4% | Added |
| IFP Advisors, Inc | 4,336 | $776.9K | 0.04% | −1,048−19.5% | Reduced |
| Cigna Investments Inc | 4,346 | $778.0K | 0.16% | +13+0.3% | Added |
| Blueshift Asset Management, LLC | 4,360 | $780.9K | 0.42% | −2,906−40.0% | Reduced |
| Twin Capital Management Inc | 4,363 | $781.4K | 0.10% | +651+17.5% | Added |
| Correct Capital Wealth Management | 4,374 | $783.3K | 0.20% | +4,374 | New |
| Montecito Bank & Trust | 4,378 | $784.1K | 0.17% | −71−1.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,380 | $784.5K | 0.09% | −48−1.1% | Reduced |
| GW Henssler & Associates Ltd | 4,383 | $785.0K | 0.05% | −82−1.8% | Reduced |
| Werlinich Asset Management, LLC | 4,420 | $785.7K | 0.59% | −341−7.2% | Reduced |
| NBT Bank N A | 4,401 | $788.2K | 0.06% | +271+6.6% | Added |
| BKD Wealth Advisors, LLC | 4,403 | $788.6K | 0.02% | −33−0.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,400 | $790.4K | 0.14% | +115+2.7% | Added |
| MWA Asset Management | 4,423 | $792.1K | 0.65% | +26+0.6% | Added |
| STAR Financial Bank | 4,431 | $793.6K | 0.72% | +156+3.6% | Added |
| ICA Group Wealth Management, LLC | 4,460 | $798.8K | 0.18% | +710+18.9% | Added |
| Renaissance Group LLC | 4,469 | $800.4K | 0.03% | −289−6.1% | Reduced |
| IMS Capital Management | 4,488 | $803.8K | 0.39% | −54−1.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,492 | $804.5K | 0.15% | +10+0.2% | Added |
| MidWestOne Financial Group, Inc. | 4,497 | $805.2K | 0.15% | −20.0% | Reduced |
| J.W. Cole Advisors, Inc. | 4,500 | $806.0K | 0.05% | +514+12.9% | Added |
| Dempze Nancy E | 4,515 | $808.6K | 0.68% | −110−2.4% | Reduced |
| OneAscent Financial Services LLC | 4,524 | $810.0K | 0.10% | +4,524 | New |
| Adviser Investments LLC | 4,527 | $810.6K | 0.01% | +2,388+111.6% | Added |
| J. W. Coons Advisors, LLC | 4,550 | $814.9K | 0.22% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,579 | $820.1K | 0.18% | +1,534+50.4% | Added |
| Payden & Rygel | 4,600 | $824.0K | 0.06% | −5,700−55.3% | Reduced |
| Country Club Bank | 4,631 | $825.0K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,605 | $825.0K | 0.07% | +2,939+176.4% | Added |
| Tyche Wealth Partners LLC | 4,608 | $825.3K | 0.20% | +4,608 | New |
| Advisory Alpha, LLC | 4,626 | $828.7K | 0.04% | +3+0.1% | Added |
| Daymark Wealth Partners, LLC | 4,643 | $831.6K | 0.05% | +74+1.6% | Added |
| Meeder Advisory Services, Inc. | 4,643 | $831.6K | 0.10% | −5−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,651 | $832.9K | 0.16% | +276+6.3% | Added |
| WealthTrust Axiom LLC | 4,657 | $834.2K | 0.28% | 00.0% | Unchanged |
| HM Payson & Co | 4,658 | $834.2K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,673 | $836.9K | 0.05% | −328−6.6% | Reduced |
| Gryphon Financial Partners LLC | 4,770 | $838.2K | 0.15% | +2,176+83.9% | Added |
| Moneta Group Investment Advisors LLC | 4,703 | $842.3K | 0.02% | +182+4.0% | Added |
| Wedmont Private Capital | 4,794 | $854.5K | 0.07% | +591+14.1% | Added |
| CTC Alternative Strategies, Ltd. | 4,798 | $859.3K | 1.78% | +4,798 | New |
| Mainsail Financial Group, LLC | 4,754 | $862.7K | 0.67% | +243+5.4% | Added |
| Sonnipe Ltd | 4,822 | $863.6K | 0.11% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,790 | $865.0K | 0.19% | −147−3.0% | Reduced |
| Bank of Nova Scotia Trust Co | 4,845 | $867.7K | 0.10% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,863 | $871.1K | 0.07% | −59−1.2% | Reduced |
| Profund Advisors LLC | 4,887 | $875.3K | 0.04% | +637+15.0% | Added |
| BOK Financial Private Wealth, Inc. | 4,910 | $879.4K | 0.07% | 00.0% | Unchanged |
| Lavaca Capital LLC | 4,938 | $884.4K | 0.54% | −5,222−51.4% | Reduced |
| Tempus Wealth Planning, LLC | 4,962 | $888.7K | 0.39% | −5−0.1% | Reduced |
| Barbara Oil Co. | 5,000 | $895.5K | 0.40% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,000 | $895.5K | 0.27% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5,000 | $895.5K | 0.01% | +5,000 | New |
| Clearstead Advisors, LLC | 5,018 | $898.7K | 0.05% | −237−4.5% | Reduced |
| Okabena Investment Services Inc | 5,040 | $902.7K | 0.35% | +5,040 | New |
| RFG Advisory, LLC | 5,040 | $902.7K | 0.04% | +646+14.7% | Added |
| XML Financial, LLC | 5,043 | $903.2K | 0.10% | +499+11.0% | Added |
| Engineers Gate Manager LP | 5,054 | $905.2K | 0.03% | +5,054 | New |