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 |
|---|---|---|---|---|---|
| Advisory Resource Group | 1,771 | $317.2K | 0.08% | +2+0.1% | Added |
| ORG Partners LLC | 1,770 | $317.2K | 0.05% | +1,018+135.4% | Added |
| First Command Advisory Services, Inc. | 1,766 | $316.3K | 0.00% | −45−2.5% | Reduced |
| Leelyn Smith, LLC | 1,762 | $315.5K | 0.07% | +1,762 | New |
| FDx Advisors, Inc. | 1,760 | $315.0K | 0.02% | +1,760 | New |
| Bridgeworth, LLC | 1,752 | $313.8K | 0.03% | −6−0.3% | Reduced |
| Diversified Trust Co | 1,750 | $313.5K | 0.01% | −26,488−93.8% | Reduced |
| Advisor Resource Council | 1,749 | $313.3K | 0.04% | +1,749 | New |
| Rockland Trust Co | 1,748 | $313.1K | 0.02% | −18−1.0% | Reduced |
| Boston Trust Walden Corp | 1,743 | $312.2K | 0.00% | −16−0.9% | Reduced |
| Trustmark National Bank Trust Department | 1,742 | $312.0K | 0.03% | +33+1.9% | Added |
| Advisor OS, LLC | 1,741 | $311.8K | 0.04% | +1,741 | New |
| Pallas Capital Advisors LLC | 1,739 | $311.5K | 0.02% | −1,528−46.8% | Reduced |
| Dividend Assets Capital, LLC | 1,737 | $311.0K | 0.06% | −24−1.4% | Reduced |
| Wealthstream Advisors, Inc. | 1,733 | $310.3K | 0.13% | +1,733 | New |
| Pinnacle Bancorp, Inc. | 1,732 | $310.2K | 0.10% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,731 | $310.1K | 0.05% | +1,731 | New |
| Forest Hill Capital, LLC | 1,730 | $309.8K | 0.16% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,729 | $309.7K | 0.05% | −13−0.7% | Reduced |
| Cary Street Partners Asset Management LLC | 1,716 | $307.3K | 0.05% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 1,664 | $305.8K | 0.19% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,707 | $305.7K | 0.04% | −23−1.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,706 | $305.5K | 0.03% | +6+0.4% | Added |
| Zacks Investment Management | 1,702 | $304.8K | 0.00% | +51+3.1% | Added |
| Wimmer Associates 1, LLC | 1,700 | $304.5K | 0.17% | 00.0% | Unchanged |
| First United Bank Trust | 1,700 | $304.5K | 0.12% | −30−1.7% | Reduced |
| Cidel Asset Management Inc | 1,695 | $303.6K | 0.01% | +1,695 | New |
| Legacy Financial Advisors, Inc. | 1,679 | $300.7K | 0.06% | +180+12.0% | Added |
| Pensionmark Financial Group, LLC | 1,675 | $300.0K | 0.04% | +269+19.1% | Added |
| Capstone Investment Advisors, LLC | 1,672 | $299.5K | 0.01% | −210−11.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,665 | $298.2K | 0.26% | −152−8.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,664 | $298.1K | 0.28% | −388−18.9% | Reduced |
| Holderness Investments Co | 1,660 | $297.3K | 0.08% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,659 | $297.0K | 0.01% | +1,659 | New |
| Vaughan David Investments LLC | 1,660 | $297.0K | 0.01% | −47−2.8% | Reduced |
| First Business Financial Services, Inc. | 1,657 | $296.8K | 0.03% | +92+5.9% | Added |
| Amplius Wealth Advisors, LLC | 1,654 | $296.2K | 0.04% | +1+0.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,654 | $296.0K | 0.04% | +3+0.2% | Added |
| Journey Strategic Wealth LLC | 1,652 | $295.9K | 0.01% | −8−0.5% | Reduced |
| Drake & Associates, LLC | 1,652 | $295.8K | 0.12% | +55+3.4% | Added |
| Bragg Financial Advisors, Inc | 1,649 | $295.3K | 0.01% | −345−17.3% | Reduced |
| Gleason Group, Inc. | 1,649 | $295.3K | 0.07% | +7+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,644 | $294.5K | 0.02% | +264+19.1% | Added |
| Point72 Hong Kong Ltd | 1,642 | $294.1K | 0.02% | +1,642 | New |
| Parkside Financial Bank & Trust | 1,640 | $293.7K | 0.05% | +515+45.8% | Added |
| West Michigan Advisors, LLC | 1,636 | $293.1K | 0.11% | +1,636 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,629 | $292.0K | 0.03% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 1,630 | $291.9K | 0.08% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,630 | $291.9K | 0.20% | +4+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 1,629 | $291.8K | 0.01% | −50−3.0% | Reduced |
| Warren Averett Asset Management, LLC | 1,625 | $291.0K | 0.01% | −43−2.6% | Reduced |
| Somerville Kurt F | 1,620 | $290.1K | 0.05% | −10−0.6% | Reduced |
| O'Rourke & Company, Inc | 1,620 | $290.0K | 0.19% | +1+0.1% | Added |
| Investment Advisory Group, LLC | 1,615 | $289.2K | 0.13% | +5+0.3% | Added |
| Allen Wealth Management, LLC | 1,609 | $288.2K | 0.28% | +1,609 | New |
| Auxier Asset Management | 1,607 | $287.8K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,603 | $287.2K | 0.02% | +6+0.4% | Added |
| Wealth Alliance | 1,596 | $285.9K | 0.04% | −30−1.8% | Reduced |
| Arrowroot Family Office, LLC | 1,588 | $284.4K | 0.20% | +101+6.8% | Added |
| Chesapeake Wealth Management | 1,584 | $283.7K | 0.11% | −155−8.9% | Reduced |
| Peachtree Investment Partners, LLC | 1,581 | $283.2K | 0.12% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,579 | $283.0K | 0.17% | +1,579 | New |
| Northwest Wealth Management, LLC | 1,578 | $282.6K | 0.09% | +140+9.7% | Added |
| Goelzer Investment Management, Inc. | 1,577 | $282.4K | 0.02% | −23−1.4% | Reduced |
| Canopy Partners, LLC | 1,575 | $282.1K | 0.17% | +1,575 | New |
| M&R Capital Management Inc | 1,571 | $281.4K | 0.07% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,557 | $278.9K | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,555 | $278.7K | 0.01% | +19+1.2% | Added |
| Semus Wealth Partners LLC | 1,552 | $277.9K | 0.23% | +78+5.3% | Added |
| Wilkinson Global Asset Management LLC | 1,550 | $277.6K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 1,549 | $277.4K | 0.14% | +1,549 | New |
| Abner Herrman & Brock LLC | 1,546 | $277.0K | 0.04% | +13+0.8% | Added |
| Relyea Zuckerberg Hanson LLC | 1,544 | $276.5K | 0.05% | +1,544 | New |
| D L Carlson Investment Group Inc | 1,388 | $276.3K | 0.06% | −248−15.2% | Reduced |
| Hollencrest Capital Management | 1,537 | $275.3K | 0.03% | +261+20.5% | Added |
| Alterity Financial Group, LLC | 1,533 | $274.6K | 0.39% | +15+1.0% | Added |
| Phillips Wealth Planners LLC | 1,496 | $274.5K | 0.33% | +182+13.9% | Added |
| ARS Wealth Advisors Group, LLC | 1,529 | $274.0K | 0.04% | +1,529 | New |
| Delta Financial Group, Inc. | 1,528 | $274.0K | 0.09% | −599−28.2% | Reduced |
| Quantum Private Wealth, LLC | 1,525 | $273.1K | 0.11% | −5−0.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,525 | $273.1K | 0.18% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,523 | $272.8K | 0.11% | +105+7.4% | Added |
| ETF Store, Inc. | 1,522 | $272.6K | 0.18% | +4+0.3% | Added |
| Rise Advisors, LLC | 1,522 | $272.6K | 0.19% | +146+10.6% | Added |
| Dogwood Wealth Management LLC | 1,516 | $271.5K | 0.21% | +1,516 | New |
| Highlander Capital Management, LLC | 1,512 | $270.8K | 0.10% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,512 | $270.8K | 0.15% | +12+0.8% | Added |
| Headinvest, LLC | 1,509 | $270.3K | 0.06% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,508 | $270.0K | 0.12% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,504 | $269.3K | 0.11% | +18+1.2% | Added |
| LWM Advisory Services, LLC | 1,500 | $268.6K | 0.24% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,498 | $268.3K | 0.03% | −86−5.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,492 | $267.2K | 0.29% | −12,179−89.1% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,491 | $267.0K | 0.20% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,488 | $266.6K | 0.03% | +1,488 | New |
| Capital Advisors Wealth Management, LLC | 1,484 | $265.8K | 0.06% | +4+0.3% | Added |
| First National Corp | 1,479 | $264.9K | 0.06% | −1−0.1% | Reduced |
| Vigilare Wealth Management | 1,479 | $264.8K | 0.14% | −6−0.4% | Reduced |
| Grandfield & Dodd, LLC | 1,475 | $264.2K | 0.02% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,472 | $263.6K | 0.00% | +122+9.0% | Added |