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; 2,380 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| Clearview Wealth Advisors LLC | 2,707 | $484.9K | 0.57% | −50−1.8% | Reduced |
| Atwood & Palmer Inc | 2,707 | $484.8K | 0.04% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,703 | $484.1K | 0.16% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,170 | $484.0K | 0.01% | −22−0.7% | Reduced |
| Cassia Capital Partners, LLC | 2,702 | $483.9K | 0.40% | +156+6.1% | Added |
| Putnam Investments LLC | 2,700 | $483.6K | 0.00% | −26−1.0% | Reduced |
| Modera Wealth Management, LLC | 2,696 | $482.9K | 0.01% | −281−9.4% | Reduced |
| Kuhn & Co Investment Counsel | 2,691 | $482.0K | 0.49% | +2,691 | New |
| Colonial River Wealth Management, LLC | 2,685 | $480.9K | 0.29% | +2,685 | New |
| Apella Capital, LLC | 2,688 | $480.6K | 0.03% | −89−3.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,682 | $480.3K | 0.04% | 00.0% | Unchanged |
| Gs Investments, Inc. | 2,675 | $479.1K | 0.25% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,666 | $477.4K | 0.08% | +2,666 | New |
| Fort Point Capital Partners LLC | 2,659 | $476.2K | 0.07% | +7+0.3% | Added |
| Mendel Money Management | 2,658 | $476.0K | 0.23% | +104+4.1% | Added |
| Hohimer Wealth Management, LLC | 2,650 | $474.6K | 0.12% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,648 | $474.3K | 0.22% | −58−2.1% | Reduced |
| Zullo Investment Group, Inc. | 2,639 | $472.7K | 0.24% | +10.0% | Added |
| Adell Harriman & Carpenter Inc | 2,638 | $472.5K | 0.04% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,630 | $471.0K | 0.06% | +678+34.7% | Added |
| Pitcairn Co | 2,619 | $469.1K | 0.03% | +60+2.3% | Added |
| CSM Advisors, LLC | 2,619 | $469.0K | 0.03% | −100−3.7% | Reduced |
| NSI Retail Advisors, LLC | 2,619 | $469.0K | 0.08% | −100−3.7% | Reduced |
| Canandaigua National Bank & Trust Co | 2,611 | $467.6K | 0.07% | +800+44.2% | Added |
| Van Cleef Asset Management,Inc | 2,606 | $466.7K | 0.07% | +2+0.1% | Added |
| Ti-Trust, Inc | 2,603 | $466.2K | 0.41% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,599 | $465.4K | 0.04% | −39−1.5% | Reduced |
| Parthenon LLC | 2,595 | $464.8K | 0.06% | +95+3.8% | Added |
| Abbrea Capital, LLC | 2,588 | $464.0K | 0.07% | +90+3.6% | Added |
| Ifrah Financial Services, Inc. | 2,575 | $461.2K | 0.14% | −114−4.2% | Reduced |
| Forum Financial Management, LP | 2,573 | $460.8K | 0.01% | −194−7.0% | Reduced |
| Midland Wealth Advisors LLC | 2,569 | $460.1K | 0.03% | +2,569 | New |
| Skopos Labs, Inc. | 2,567 | $459.8K | 0.22% | +2,567 | New |
| Terry L. Blaker | 2,564 | $459.2K | 0.04% | +370+16.9% | Added |
| Stockman Wealth Management, Inc. | 2,562 | $458.9K | 0.09% | −95−3.6% | Reduced |
| KRS Capital Management, LLC | 2,556 | $457.8K | 0.43% | −64−2.4% | Reduced |
| NFP Retirement, Inc. | 2,550 | $456.8K | 0.08% | +4+0.2% | Added |
| InterOcean Capital Group, LLC | 2,549 | $456.5K | 0.01% | +10+0.4% | Added |
| David Loasby | 2,552 | $453.7K | 0.05% | −40−1.5% | Reduced |
| Latitude Advisors, LLC | 2,531 | $453.4K | 0.32% | +3+0.1% | Added |
| Weinberger Asset Management, Inc | 2,530 | $453.1K | 0.23% | +159+6.7% | Added |
| Signal Advisors Wealth, LLC | 2,515 | $450.4K | 0.16% | +2,515 | New |
| BlackDiamond Wealth Management Inc. | 2,390 | $449.9K | 0.33% | −122−4.9% | Reduced |
| Synergy Financial Group, LTD | 2,508 | $449.2K | 0.55% | +7+0.3% | Added |
| Jupiter Wealth Management LLC | 2,500 | $447.8K | 0.26% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,500 | $447.8K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,500 | $447.7K | 0.06% | +223+9.8% | Added |
| Summit Financial Wealth Advisors, LLC | 2,483 | $444.7K | 0.10% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,482 | $444.5K | 0.05% | +83+3.5% | Added |
| Old Second National Bank of Aurora | 2,478 | $443.8K | 0.12% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,475 | $443.3K | 0.39% | −1,124−31.2% | Reduced |
| Flputnam Investment Management Co | 2,470 | $442.4K | 0.01% | +2,470 | New |
| Geneva Partners, LLC | 2,468 | $442.0K | 0.24% | −10−0.4% | Reduced |
| Stablepoint Partners, LLC | 2,467 | $441.8K | 0.11% | +2,467 | New |
| Red Cedar Investment Management, LLC | 2,466 | $441.6K | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,463 | $441.2K | 0.02% | −40−1.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,456 | $440.0K | 0.22% | −125−4.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,449 | $438.6K | 0.02% | +10.0% | Added |
| Cyndeo Wealth Partners, LLC | 2,449 | $438.6K | 0.04% | +80+3.4% | Added |
| Viawealth, LLC | 2,440 | $437.0K | 0.30% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,425 | $434.3K | 0.12% | +4+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 2,422 | $433.8K | 0.02% | +2,422 | New |
| Sonen Capital LLC | 2,419 | $433.2K | 0.82% | 00.0% | Unchanged |
| Seeds Investor LLC | 2,413 | $432.2K | 0.49% | +2,413 | New |
| Portfolio Design Labs, LLC | 2,406 | $430.9K | 0.16% | +2,406 | New |
| Independent Solutions Wealth Management, LLC | 2,403 | $430.5K | 0.11% | −411−14.6% | Reduced |
| Conning Inc. | 2,402 | $430.2K | 0.01% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,400 | $429.8K | 0.24% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,400 | $429.8K | 0.04% | +788+48.9% | Added |
| Wealth Dimensions Group, Ltd. | 2,398 | $429.5K | 0.14% | −130−5.1% | Reduced |
| Am Investment Strategies LLC | 2,387 | $428.0K | 0.12% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,388 | $427.7K | 0.03% | +108+4.7% | Added |
| Alaethes Wealth LLC | 2,384 | $427.0K | 0.20% | 00.0% | Unchanged |
| Hoylecohen, LLC | 2,380 | $426.3K | 0.03% | +64+2.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,377 | $425.7K | 0.18% | +8+0.3% | Added |
| Farther Finance Advisors, LLC | 2,372 | $424.8K | 0.03% | +859+56.8% | Added |
| Wellington Shields Capital Management, LLC | 2,370 | $424.5K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,369 | $424.2K | 0.05% | +60+2.6% | Added |
| First Nebraska Trust Co | 2,351 | $421.1K | 0.05% | −69−2.9% | Reduced |
| Capital Investment Advisory Services, LLC | 2,349 | $420.7K | 0.04% | −1,849−44.0% | Reduced |
| Silver Oak Securities, Inc | 2,347 | $420.3K | 0.06% | +1,004+74.8% | Added |
| iA Global Asset Management Inc. | 2,347 | $420.0K | 0.01% | −67−2.8% | Reduced |
| Cornerstone Advisory, LLC | 2,336 | $418.3K | 0.07% | +128+5.8% | Added |
| Creekmur Asset Management LLC | 2,336 | $418.3K | 0.13% | +2,336 | New |
| Monumental Financial Group Inc. | 2,334 | $418.1K | 0.25% | 00.0% | Unchanged |
| Hudock, Inc. | 2,323 | $416.2K | 0.09% | +10.0% | Added |
| Intrua Financial, LLC | 2,324 | $416.2K | 0.07% | −19−0.8% | Reduced |
| Horan Capital Advisors, LLC. | 2,320 | $415.5K | 0.15% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,307 | $413.1K | 0.06% | +2,307 | New |
| Private Capital Management, LLC | 2,304 | $412.6K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,296 | $411.2K | 0.06% | −11−0.5% | Reduced |
| Roman Butler Fullerton & Co | 2,213 | $411.2K | 0.16% | −595−21.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,305 | $410.6K | 0.25% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,287 | $409.6K | 0.05% | −2−0.1% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,286 | $409.4K | 0.12% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,285 | $409.2K | 0.02% | +875+62.1% | Added |
| Syntegra Private Wealth Group, LLC | 2,268 | $406.2K | 0.06% | −125−5.2% | Reduced |
| MPS Loria Financial Planners, LLC | 2,245 | $402.0K | 0.14% | +4+0.2% | Added |
| Ledyard National Bank | 2,224 | $398.3K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,222 | $397.9K | 0.02% | −121−5.2% | Reduced |