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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 4,643 | $831.6K | 0.10% | −5−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 4,643 | $831.6K | 0.05% | +74+1.6% | Added |
| Advisory Alpha, LLC | 4,626 | $828.7K | 0.04% | +3+0.1% | Added |
| Tyche Wealth Partners LLC | 4,608 | $825.3K | 0.20% | +4,608 | New |
| GeoWealth Management, LLC | 4,605 | $825.0K | 0.07% | +2,939+176.4% | Added |
| Country Club Bank | 4,631 | $825.0K | 0.06% | 00.0% | Unchanged |
| Payden & Rygel | 4,600 | $824.0K | 0.06% | −5,700−55.3% | Reduced |
| Fidelis Capital Partners, LLC | 4,579 | $820.1K | 0.18% | +1,534+50.4% | Added |
| J. W. Coons Advisors, LLC | 4,550 | $814.9K | 0.22% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,527 | $810.6K | 0.01% | +2,388+111.6% | Added |
| OneAscent Financial Services LLC | 4,524 | $810.0K | 0.10% | +4,524 | New |
| Dempze Nancy E | 4,515 | $808.6K | 0.68% | −110−2.4% | Reduced |
| J.W. Cole Advisors, Inc. | 4,500 | $806.0K | 0.05% | +514+12.9% | Added |
| MidWestOne Financial Group, Inc. | 4,497 | $805.2K | 0.15% | −20.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,492 | $804.5K | 0.15% | +10+0.2% | Added |
| IMS Capital Management | 4,488 | $803.8K | 0.39% | −54−1.2% | Reduced |
| Renaissance Group LLC | 4,469 | $800.4K | 0.03% | −289−6.1% | Reduced |
| ICA Group Wealth Management, LLC | 4,460 | $798.8K | 0.18% | +710+18.9% | Added |
| STAR Financial Bank | 4,431 | $793.6K | 0.72% | +156+3.6% | Added |
| MWA Asset Management | 4,423 | $792.1K | 0.65% | +26+0.6% | Added |
| Inspirion Wealth Advisors, LLC | 4,400 | $790.4K | 0.14% | +115+2.7% | Added |
| BKD Wealth Advisors, LLC | 4,403 | $788.6K | 0.02% | −33−0.7% | Reduced |
| NBT Bank N A | 4,401 | $788.2K | 0.06% | +271+6.6% | Added |
| Werlinich Asset Management, LLC | 4,420 | $785.7K | 0.59% | −341−7.2% | Reduced |
| GW Henssler & Associates Ltd | 4,383 | $785.0K | 0.05% | −82−1.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,380 | $784.5K | 0.09% | −48−1.1% | Reduced |
| Montecito Bank & Trust | 4,378 | $784.1K | 0.17% | −71−1.6% | Reduced |
| Correct Capital Wealth Management | 4,374 | $783.3K | 0.20% | +4,374 | New |
| Twin Capital Management Inc | 4,363 | $781.4K | 0.10% | +651+17.5% | Added |
| Blueshift Asset Management, LLC | 4,360 | $780.9K | 0.42% | −2,906−40.0% | Reduced |
| Cigna Investments Inc | 4,346 | $778.0K | 0.16% | +13+0.3% | Added |
| IFP Advisors, Inc | 4,336 | $776.9K | 0.04% | −1,048−19.5% | Reduced |
| Choate Investment Advisors | 4,314 | $772.6K | 0.02% | +182+4.4% | Added |
| Douglas Lane & Associates, LLC | 4,299 | $769.9K | 0.01% | +216+5.3% | Added |
| MONECO Advisors, LLC | 4,278 | $766.3K | 0.15% | +500+13.2% | Added |
| MMBG Investment Advisors Co. | 4,260 | $763.0K | 0.09% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4,258 | $762.6K | 0.04% | +1,195+39.0% | Added |
| Wulff, Hansen & Co. | 4,234 | $758.3K | 0.84% | −60−1.4% | Reduced |
| Algebris (UK) Ltd | 4,672 | $758.0K | 0.40% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,227 | $757.0K | 0.06% | −9−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 4,225 | $756.7K | 0.02% | +96+2.3% | Added |
| Mayflower Financial Advisors, LLC | 4,223 | $756.3K | 0.10% | +36+0.9% | Added |
| Live Oak Investment Partners | – | $754.9K | 0.69% | – | – |
| McDonald Partners LLC | 4,213 | $754.6K | 0.22% | +10.0% | Added |
| Norris Perne & French LLP | 4,211 | $754.3K | 0.06% | −281−6.3% | Reduced |
| Cypress Asset Management Inc | 4,206 | $753.3K | 0.23% | −100−2.3% | Reduced |
| Integrated Advisors Network LLC | 4,181 | $748.8K | 0.04% | −3−0.1% | Reduced |
| HF Advisory Group, LLC | 4,164 | $745.9K | 0.48% | −126−2.9% | Reduced |
| Community Bank, N.A. | 4,162 | $745.4K | 0.10% | −20−0.5% | Reduced |
| AlphaStar Capital Management, LLC | 4,142 | $741.9K | 0.07% | +835+25.2% | Added |
| RW Investment Management LLC | 4,142 | $741.8K | 0.11% | −20.0% | Reduced |
| Founders Financial Alliance, LLC | 4,133 | $740.2K | 0.29% | −17−0.4% | Reduced |
| Regatta Capital Group, LLC | 4,116 | $737.2K | 0.19% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,109 | $735.9K | 0.03% | −206−4.8% | Reduced |
| Aberdeen Wealth Management LLC | 4,085 | $731.6K | 0.53% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,083 | $731.4K | 0.33% | +42+1.0% | Added |
| Harbour Trust & Investment Management Co | 4,075 | $729.8K | 0.10% | +4,075 | New |
| Kennedy Investment Group | 4,068 | $728.5K | 0.41% | +71+1.8% | Added |
| Busey Wealth Management | 4,059 | $727.0K | 0.03% | −150−3.6% | Reduced |
| Great Lakes Advisors, LLC | 4,047 | $724.8K | 0.01% | −159−3.8% | 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 |
| NBC Securities, Inc. | 4,015 | $719.0K | 0.07% | −6−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 4,003 | $716.9K | 0.16% | +211+5.6% | Added |
| KWB Wealth | 4,002 | $716.7K | 0.10% | −134−3.2% | Reduced |
| Park Avenue Securities LLC | 3,986 | $714.0K | 0.01% | +195+5.1% | Added |
| Bluesphere Advisors, LLC | 3,977 | $712.3K | 0.44% | +281+7.6% | Added |
| Symmetry Partners, LLC | 3,979 | $709.0K | 0.04% | −1,374−25.7% | Reduced |
| Equitable Trust Co | 3,947 | $706.9K | 0.05% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 3,946 | $706.7K | 0.33% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 3,921 | $702.3K | 0.51% | −53−1.3% | Reduced |
| Financial Advocates Investment Management | 3,885 | $695.9K | 0.05% | +4+0.1% | Added |
| Bank Ozk | 3,882 | $695.3K | 0.34% | +22+0.6% | Added |
| Notis-McConarty Edward | 3,875 | $694.0K | 0.28% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 3,865 | $692.2K | 0.06% | −100−2.5% | Reduced |
| Transcend Wealth Collective, LLC | 3,863 | $691.9K | 0.06% | +308+8.7% | Added |
| Ipswich Investment Management Co., Inc. | 3,850 | $689.5K | 0.17% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 3,820 | $684.2K | 0.66% | +3,820 | New |
| Harbour Investments, Inc. | 3,797 | $680.1K | 0.03% | +1,815+91.6% | Added |
| Nikulski Financial, Inc. | 3,795 | $679.7K | 0.25% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,793 | $679.3K | 0.04% | +1,909+101.3% | Added |
| Granite Bay Wealth Management, LLC | 4,018 | $674.0K | 0.01% | +19+0.5% | Added |
| Public Sector Pension Investment Board | 3,758 | $673.1K | 0.01% | −35,726−90.5% | Reduced |
| Lake Street Advisors Group, LLC | 3,744 | $670.5K | 0.03% | +3,744 | New |
| NCM Capital Management, LLC | 3,737 | $669.3K | 0.41% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,734 | $668.8K | 0.02% | −101−2.6% | Reduced |
| Heritage Wealth Advisors | 3,731 | $668.2K | 0.03% | −1,935−34.2% | Reduced |
| Syon Capital LLC | 3,730 | $668.1K | 0.07% | +801+27.3% | Added |
| Smith, Moore & Co. | 3,728 | $667.7K | 0.08% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,683 | $659.6K | 0.04% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 3,655 | $654.6K | 0.02% | +3,655 | New |
| Westpac Banking Corp | 3,650 | $653.7K | 0.05% | −6,658−64.6% | Reduced |
| Solidarilty Wealth, LLC | 3,642 | $652.3K | 0.24% | 00.0% | Unchanged |
| Hyman Charles D | 3,641 | $652.0K | 0.04% | +185+5.4% | Added |
| Berkshire Bank | 3,639 | $651.7K | 0.17% | +517+16.6% | Added |
| Richwood Investment Advisors, LLC | 3,638 | $651.5K | 0.61% | −115−3.1% | Reduced |
| Steel Peak Wealth Management LLC | 3,625 | $649.2K | 0.04% | −133−3.5% | Reduced |
| Portside Wealth Group, LLC | 3,622 | $648.7K | 0.12% | −419−10.4% | Reduced |
| Orleans Capital Management Corp | 3,617 | $647.8K | 0.44% | −100−2.7% | Reduced |
| King Wealth | 3,611 | $647.0K | 0.13% | +2+0.1% | Added |