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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 3,612 | $646.9K | 0.05% | +330+10.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 3,608 | $646.2K | 0.26% | −170−4.5% | Reduced |
| Addison Capital Co | 3,601 | $644.9K | 0.40% | +3,601 | New |
| Trium Capital LLP | 3,588 | $643.0K | 0.05% | −1,288−26.4% | Reduced |
| MCF Advisors LLC | 3,563 | $638.2K | 0.05% | +343+10.7% | Added |
| Advisors Capital Management, LLC | 3,537 | $634.0K | 0.01% | +62+1.8% | Added |
| Evergreen Capital Management LLC | 3,472 | $621.8K | 0.03% | +896+34.8% | Added |
| Peoples Financial Services Corp. | 3,459 | $619.5K | 0.27% | +57+1.7% | Added |
| Verus Capital Partners, LLC | 3,422 | $612.9K | 0.07% | −520−13.2% | Reduced |
| Avidian Wealth Solutions, LLC | 3,416 | $611.8K | 0.04% | −83−2.4% | Reduced |
| Successful Portfolios LLC | 3,406 | $610.0K | 0.46% | −18−0.5% | Reduced |
| Principal Street Partners, LLC | 3,392 | $607.5K | 0.15% | −147−4.2% | Reduced |
| UniSuper Management Pty Ltd | 3,386 | $606.4K | 0.01% | +386+12.9% | Added |
| Shepherd Financial Partners LLC | 3,364 | $602.5K | 0.09% | +10.0% | Added |
| Cito Capital Group, LLC | 3,351 | $600.0K | 0.26% | 00.0% | Unchanged |
| Jennison Associates LLC | 3,345 | $599.1K | 0.00% | +1,302+63.7% | Added |
| SL Advisors, LLC | 3,337 | $597.7K | 1.29% | −410−10.9% | Reduced |
| Tucker Asset Management LLC | 3,328 | $596.1K | 0.15% | −229−6.4% | Reduced |
| First Hawaiian Bank | 3,327 | $595.9K | 0.02% | −80−2.3% | Reduced |
| Alliance Wealth Advisors, LLC | 3,325 | $595.5K | 0.39% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 3,321 | $594.9K | 0.05% | −143−4.1% | Reduced |
| Thomasville National Bank | 3,309 | $592.6K | 0.05% | −19−0.6% | Reduced |
| CMG Global Holdings, LLC | 2,974 | $592.2K | 0.43% | 00.0% | Unchanged |
| Options Solutions, LLC | 3,303 | $591.5K | 0.63% | −699−17.5% | Reduced |
| Kades & Cheifetz LLC | 3,302 | $591.3K | 0.42% | −151−4.4% | Reduced |
| Madison Asset Management, LLC | 3,275 | $586.6K | 0.01% | −106−3.1% | Reduced |
| One Capital Management, LLC | 3,264 | $584.6K | 0.02% | −30−0.9% | Reduced |
| Legacy Capital Group California, Inc. | 3,262 | $584.2K | 0.23% | +45+1.4% | Added |
| Cozad Asset Management Inc | 3,260 | $583.9K | 0.07% | +7+0.2% | Added |
| Spinnaker Trust | 3,254 | $582.8K | 0.04% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 3,250 | $582.1K | 0.76% | −460−12.4% | Reduced |
| GAMMA Investing LLC | 3,133 | $581.6K | 0.16% | +3,133 | New |
| TCG Advisory Services, LLC | 3,217 | $576.2K | 0.04% | +3,217 | New |
| Meyer Handelman Co | 3,200 | $573.1K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,189 | $571.1K | 0.13% | +311+10.8% | Added |
| Mosaic Family Wealth Partners, LLC | 3,188 | $571.0K | 0.10% | −4−0.1% | Reduced |
| HTLF Bank | 3,182 | $569.9K | 0.07% | +3,182 | New |
| Eldridge Investment Advisors, Inc. | 3,170 | $568.0K | 0.15% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,171 | $567.9K | 0.11% | +77+2.5% | Added |
| Wesbanco Bank Inc | 3,168 | $567.4K | 0.03% | −735−18.8% | Reduced |
| Beaumont Financial Advisors, LLC | 3,157 | $565.4K | 0.05% | +46+1.5% | Added |
| Burke & Herbert Bank & Trust Co | 3,147 | $563.6K | 0.40% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,142 | $562.9K | 0.06% | +39+1.3% | Added |
| Cornerstone Wealth Management, LLC | 3,135 | $561.4K | 0.05% | −2,196−41.2% | Reduced |
| AlphaCore Capital LLC | 3,126 | $559.8K | 0.08% | +208+7.1% | Added |
| Walter & Keenan Financial Consulting Co | 3,125 | $559.7K | 0.20% | +250+8.7% | Added |
| Univest Financial Corp | 3,116 | $558.1K | 0.17% | −25−0.8% | Reduced |
| Clarius Group, LLC | 3,105 | $556.1K | 0.05% | +2+0.1% | Added |
| Waverton Investment Management Ltd | 3,100 | $555.7K | 0.01% | +3,100 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,102 | $555.6K | 0.15% | −3−0.1% | Reduced |
| Simplicity Wealth,LLC | 3,091 | $553.6K | 0.21% | +3,091 | New |
| Boston Research & Management Inc | 3,090 | $553.0K | 0.15% | 00.0% | Unchanged |
| First Foundation Advisors | 3,085 | $552.6K | 0.03% | −1,194−27.9% | Reduced |
| 9258 Wealth Management, LLC | 3,079 | $551.4K | 0.10% | −64−2.0% | Reduced |
| Morton Capital Management LLC | 3,064 | $548.8K | 0.16% | 00.0% | Unchanged |
| Nwam LLC | 3,061 | $548.2K | 0.04% | +130+4.4% | Added |
| Shoker Investment Counsel, Inc. | 3,057 | $547.7K | 0.21% | +2+0.1% | Added |
| Simmons Bank | 3,044 | $545.2K | 0.04% | −314−9.4% | Reduced |
| Mechanics Financial Corp | 3,041 | $544.6K | 0.31% | +70+2.4% | Added |
| Verdence Capital Advisors LLC | 3,038 | $544.0K | 0.05% | +34+1.1% | Added |
| CAPROCK Group, Inc. | 3,020 | $541.0K | 0.03% | +273+9.9% | Added |
| Moloney Securities Asset Management, LLC | 3,015 | $539.9K | 0.09% | +2+0.1% | 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 |
| Xcel Wealth Management, LLC | 3,007 | $538.5K | 0.19% | +10.0% | Added |
| Rbo & Co LLC | 3,000 | $537.3K | 0.09% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,995 | $536.3K | 0.08% | +41+1.4% | Added |
| Jeppson Wealth Management, LLC | 2,989 | $535.3K | 0.22% | +225+8.1% | Added |
| Community Bank & Trust, Waco, Texas | 2,985 | $535.0K | 0.15% | +723+32.0% | Added |
| Principal Securities, Inc. | 2,971 | $532.2K | 0.02% | +2,971 | New |
| Schechter Investment Advisors, LLC | 2,969 | $531.7K | 0.05% | −76−2.5% | Reduced |
| Glenview Trust Co | 2,966 | $531.2K | 0.01% | +557+23.1% | Added |
| Tradition Wealth Management, LLC | 2,964 | $531.0K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,951 | $528.5K | 0.17% | +4+0.1% | Added |
| Meridian Financial, LLC | 2,942 | $526.9K | 0.41% | +20+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,938 | $526.2K | 0.02% | −7−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 2,934 | $525.5K | 0.10% | +10.0% | Added |
| Cahaba Wealth Management, Inc. | 2,927 | $524.3K | 0.05% | −130−4.3% | Reduced |
| Rosenbaum Jay D. | 2,922 | $523.3K | 1.35% | −2,991−50.6% | Reduced |
| Summit Global Investments | 2,919 | $523.0K | 0.03% | −510−14.9% | Reduced |
| Arden Trust Co | 2,917 | $522.4K | 0.08% | −49−1.7% | Reduced |
| Forza Wealth Management, LLC | 2,902 | $519.7K | 0.29% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,884 | $516.5K | 0.09% | +2,873+26,118.2% | Added |
| Values First Advisors, Inc. | 2,883 | $516.4K | 0.31% | +470+19.5% | Added |
| Foundations Investment Advisors, LLC | 2,737 | $515.6K | 0.01% | +15+0.6% | Added |
| Marble Harbor Investment Counsel, LLC | 2,878 | $515.5K | 0.06% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 2,860 | $512.0K | 0.23% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,826 | $506.2K | 0.01% | −42,473−93.8% | Reduced |
| Great Lakes Retirement, Inc. | 2,817 | $504.5K | 0.08% | −145−4.9% | Reduced |
| International Assets Investment Management, LLC | 2,816 | $504.3K | 0.06% | −779−21.7% | Reduced |
| Northwest Investment Counselors, LLC | 2,812 | $503.6K | 0.13% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,802 | $501.8K | 0.01% | +1,007+56.1% | Added |
| ABN AMRO Bank N.V. | 2,772 | $498.6K | 0.01% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,808 | $498.4K | 0.47% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,779 | $497.7K | 0.03% | +85+3.2% | Added |
| Lester Murray Antman dba SimplyRich | 2,774 | $497.0K | 0.17% | +10.0% | Added |
| Per Stirling Capital Management, LLC. | 2,751 | $492.8K | 0.09% | +10.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,750 | $492.5K | 0.06% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 2,748 | $492.2K | 0.02% | +90+3.4% | Added |
| Angeles Wealth Management, LLC | 2,711 | $485.5K | 0.06% | +4+0.1% | Added |