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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 6,103 | $1.09M | 0.14% | −134−2.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,094 | $1.09M | 0.67% | +10.0% | Added |
| Wealthspire Advisors, LLC | 6,088 | $1.09M | 0.02% | +456+8.1% | Added |
| Westover Capital Advisors, LLC | 6,082 | $1.09M | 0.35% | +472+8.4% | Added |
| Mainstay Capital Management LLC | 6,057 | $1.08M | 0.21% | +1,048+20.9% | Added |
| Silvercrest Asset Management Group LLC | 6,016 | $1.08M | 0.01% | +53+0.9% | Added |
| Northeast Financial Group, Inc. | 5,993 | $1.07M | 0.53% | −3,160−34.5% | Reduced |
| Venture Visionary Partners LLC | 5,988 | $1.07M | 0.06% | +38+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 5,971 | $1.07M | 0.03% | −31−0.5% | Reduced |
| Cobblestone Capital Advisors LLC | 5,888 | $1.05M | 0.07% | −195−3.2% | Reduced |
| Verition Fund Management LLC | 5,883 | $1.05M | 0.01% | +3,333+130.7% | Added |
| Old National Bancorp | 5,829 | $1.04M | 0.03% | +102+1.8% | Added |
| Welch Group, LLC | 5,825 | $1.04M | 0.06% | −100−1.7% | Reduced |
| Central Valley Advisors, LLC | 5,807 | $1.04M | 0.61% | +5,807 | New |
| LMCG Investments, LLC | 5,804 | $1.04M | 0.06% | −1,174−16.8% | Reduced |
| NorthRock Partners, LLC | 5,800 | $1.04M | 0.04% | +2,519+76.8% | Added |
| Capital Planning LLC | 5,800 | $1.04M | 0.37% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 5,795 | $1.04M | 0.13% | −97−1.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,777 | $1.03M | 0.16% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,756 | $1.03M | 0.10% | +49+0.9% | Added |
| L.M. Kohn & Company | 5,752 | $1.03M | 0.33% | −197−3.3% | Reduced |
| Founders Financial Securities LLC | 5,734 | $1.03M | 0.11% | +143+2.6% | Added |
| Mengis Capital Management, Inc. | 5,730 | $1.03M | 0.19% | +501+9.6% | Added |
| Rehmann Capital Advisory Group | 5,715 | $1.02M | 0.08% | +166+3.0% | Added |
| Edge Capital Group, LLC | 5,706 | $1.02M | 0.06% | +331+6.2% | Added |
| Twinbeech Capital LP | 5,704 | $1.02M | 0.02% | +3,573+167.7% | Added |
| Buckingham Strategic Partners | 5,689 | $1.02M | 0.05% | −813−12.5% | Reduced |
| Brighton Jones LLC | 5,683 | $1.02M | 0.04% | +188+3.4% | Added |
| Welch & Forbes LLC | 5,672 | $1.02M | 0.02% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 5,654 | $1.01M | 0.41% | +20.0% | Added |
| Corundum Group, Inc. | 5,637 | $1.01M | 0.51% | +312+5.9% | Added |
| New Century Financial Group, LLC | 5,619 | $1.01M | 0.87% | +5,619 | New |
| Piscataqua Savings Bank | 5,600 | $1.00M | 0.94% | −469−7.7% | Reduced |
| Fca Corp | 5,594 | $1.00M | 0.34% | +57+1.0% | Added |
| MTM Investment Management, LLC | 5,573 | $998.1K | 0.46% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 5,573 | $998.1K | 0.18% | +12+0.2% | Added |
| Scissortail Wealth Management, LLC | 5,377 | $996.6K | 0.32% | +5,377 | New |
| Tandem Capital Management Corp | 5,561 | $996.0K | 0.62% | −16−0.3% | Reduced |
| HHM Wealth Advisors, LLC | 5,554 | $994.8K | 0.17% | +5,472+6,673.2% | Added |
| Clare Market Investments LLC | 5,535 | $991.4K | 0.34% | +1,014+22.4% | Added |
| Pearl River Capital, LLC | 5,524 | $989.3K | 0.16% | +5,524 | New |
| Benjamin Edwards Inc | 5,521 | $989.0K | 0.22% | −727−11.6% | Reduced |
| Hilltop Holdings Inc. | 5,517 | $988.0K | 0.11% | −226−3.9% | Reduced |
| First Pacific Financial | 5,516 | $987.9K | 0.30% | −34−0.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 5,513 | $987.4K | 0.75% | +5,513 | New |
| Edgestream Partners, L.P. | 5,503 | $985.6K | 0.07% | +3,771+217.7% | Added |
| Monument Capital Management | 5,461 | $978.1K | 0.31% | −62−1.1% | Reduced |
| Kovack Advisors, Inc. | 5,454 | $976.7K | 0.12% | −166−3.0% | Reduced |
| World Equity Group, Inc. | 5,450 | $976.1K | 0.20% | +751+16.0% | Added |
| SOL Capital Management CO | 5,450 | $976.0K | 0.13% | 00.0% | Unchanged |
| RDA Financial Network | 5,427 | $971.9K | 0.37% | +193+3.7% | Added |
| RMR Wealth Builders | 5,427 | $971.9K | 0.14% | +1,248+29.9% | Added |
| Avantax Planning Partners, Inc. | 5,420 | $970.7K | 0.04% | +1,289+31.2% | Added |
| TCM Advisors, LLC | – | $967.1K | 0.78% | – | – |
| MRP Capital Investments, LLC | 5,390 | $965.3K | 1.04% | −7,793−59.1% | Reduced |
| Trust Point Inc. | 5,386 | $964.6K | 0.08% | +5,386 | New |
| Segment Wealth Management, LLC | 5,374 | $962.5K | 0.09% | −150−2.7% | Reduced |
| South State Corp. | 5,372 | $962.1K | 0.08% | −123−2.2% | Reduced |
| Clear Creek Financial Management, LLC | 5,362 | $960.4K | 0.15% | −136−2.5% | Reduced |
| Essex Financial Services, Inc. | 5,340 | $956.6K | 0.10% | +37+0.7% | Added |
| Jump Financial, LLC | 5,282 | $946.0K | 0.03% | +1,126+27.1% | Added |
| Summit Trail Advisors, LLC | 5,277 | $945.0K | 0.03% | −202−3.7% | Reduced |
| High Net Worth Advisory Group LLC | 5,266 | $943.1K | 0.35% | +580+12.4% | Added |
| Kathmere Capital Management, LLC | 5,263 | $942.6K | 0.12% | +1,517+40.5% | Added |
| CWA Asset Management Group, LLC | 5,251 | $940.5K | 0.06% | −159−2.9% | Reduced |
| Secured Retirement Advisors, LLC | 5,222 | $935.3K | 0.90% | +5,222 | New |
| Valmark Advisers, Inc. | 5,219 | $934.6K | 0.02% | −33−0.6% | Reduced |
| HBK Sorce Advisory LLC | 5,185 | $928.6K | 0.04% | −762−12.8% | Reduced |
| NEOS Investment Management LLC | 5,181 | $927.9K | 0.09% | +1,452+38.9% | Added |
| Fulton Bank, N.A. | 5,146 | $921.6K | 0.04% | −24−0.5% | Reduced |
| First Trust Investment Solutions L.P. | 5,117 | $916.5K | 0.19% | +5,117 | New |
| Financial Network Wealth Management LLC | 5,107 | $914.0K | 0.40% | −68−1.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,093 | $912.2K | 0.38% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,070 | $908.0K | 0.02% | +831+19.6% | Added |
| WR Wealth Planners, LLC | 5,061 | $906.4K | 0.34% | +189+3.9% | Added |
| Engineers Gate Manager LP | 5,054 | $905.2K | 0.03% | +5,054 | New |
| XML Financial, LLC | 5,043 | $903.2K | 0.10% | +499+11.0% | Added |
| RFG Advisory, LLC | 5,040 | $902.7K | 0.04% | +646+14.7% | Added |
| Okabena Investment Services Inc | 5,040 | $902.7K | 0.35% | +5,040 | New |
| Clearstead Advisors, LLC | 5,018 | $898.7K | 0.05% | −237−4.5% | 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 |
| Tempus Wealth Planning, LLC | 4,962 | $888.7K | 0.39% | −5−0.1% | Reduced |
| Lavaca Capital LLC | 4,938 | $884.4K | 0.54% | −5,222−51.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,910 | $879.4K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,887 | $875.3K | 0.04% | +637+15.0% | Added |
| Strategic Blueprint, LLC | 4,863 | $871.1K | 0.07% | −59−1.2% | Reduced |
| Bank of Nova Scotia Trust Co | 4,845 | $867.7K | 0.10% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,790 | $865.0K | 0.19% | −147−3.0% | Reduced |
| Sonnipe Ltd | 4,822 | $863.6K | 0.11% | 00.0% | Unchanged |
| Mainsail Financial Group, LLC | 4,754 | $862.7K | 0.67% | +243+5.4% | Added |
| CTC Alternative Strategies, Ltd. | 4,798 | $859.3K | 1.78% | +4,798 | New |
| Wedmont Private Capital | 4,794 | $854.5K | 0.07% | +591+14.1% | Added |
| Moneta Group Investment Advisors LLC | 4,703 | $842.3K | 0.02% | +182+4.0% | Added |
| Gryphon Financial Partners LLC | 4,770 | $838.2K | 0.15% | +2,176+83.9% | Added |
| Gladstone Institutional Advisory LLC | 4,673 | $836.9K | 0.05% | −328−6.6% | Reduced |
| HM Payson & Co | 4,658 | $834.2K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 4,657 | $834.2K | 0.28% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,651 | $832.9K | 0.16% | +276+6.3% | Added |