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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1,465 | $262.4K | 0.04% | +36+2.5% | Added |
| Sigma Investment Counselors Inc | 1,462 | $261.9K | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,455 | $260.6K | 0.03% | +1+0.1% | Added |
| Fairhaven Wealth Management, LLC | 1,455 | $260.5K | 0.10% | −61−4.0% | Reduced |
| Sage Mountain Advisors LLC | 1,452 | $260.1K | 0.03% | +135+10.3% | Added |
| Pure Financial Advisors, Inc. | 1,450 | $259.7K | 0.01% | +1,450 | New |
| WSFS Capital Management, LLC | 1,440 | $257.9K | 0.02% | +1,440 | New |
| New Jersey Better Educational Savings Trust | 1,440 | $257.9K | 0.54% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,440 | $257.9K | 0.16% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,438 | $257.6K | 0.01% | −44−3.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,437 | $257.4K | 0.03% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,429 | $255.9K | 0.09% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,427 | $255.6K | 0.14% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,427 | $255.6K | 0.09% | +1,427 | New |
| Blackston Financial Advisory Group, LLC | 1,426 | $255.4K | 0.16% | −69−4.6% | Reduced |
| Charter Research & Investment Group, Inc. | 1,425 | $255.2K | 0.21% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,420 | $254.0K | 0.03% | +8+0.6% | Added |
| Group One Trading, L.P. | 1,418 | $254.0K | 0.01% | −1,860−56.7% | Reduced |
| D'Orazio & Associates, Inc. | 1,415 | $253.5K | 0.05% | +1,415 | New |
| Perennial Investment Advisors, LLC | 1,410 | $252.7K | 0.04% | +4+0.3% | Added |
| Fortune Financial Advisors, LLC | 1,409 | $252.4K | 0.18% | +2+0.1% | Added |
| Princeton Global Asset Management LLC | 1,405 | $251.7K | 0.06% | −315−18.3% | Reduced |
| Diamant Asset Management, Inc. | 1,402 | $251.1K | 0.19% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,402 | $250.8K | 0.05% | +3+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,348 | $250.2K | 0.00% | −43−3.1% | Reduced |
| Hamilton Capital, LLC | 1,396 | $250.0K | 0.02% | −50−3.5% | Reduced |
| Personal Cfo Solutions, LLC | 1,394 | $249.8K | 0.04% | −12−0.9% | Reduced |
| Florida Financial Advisors, LLC | 1,391 | $249.2K | 0.23% | +1,391 | New |
| Sterling Investment Advisors, Ltd. | 1,381 | $247.3K | 0.08% | +1+0.1% | Added |
| Allstate Corp | 1,378 | $246.8K | 0.02% | −604−30.5% | Reduced |
| Operose Advisors LLC | 1,369 | $245.2K | 0.10% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,363 | $244.1K | 0.02% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,362 | $244.0K | 0.01% | −295−17.8% | Reduced |
| Chapin Davis, Inc. | 1,361 | $243.8K | 0.10% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,359 | $243.6K | 0.12% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,358 | $243.2K | 0.03% | −75−5.2% | Reduced |
| Ade, LLC | 1,358 | $243.2K | 0.17% | 00.0% | Unchanged |
| Arvest Trust Co N A | 1,358 | $243.2K | 0.01% | +1,358 | New |
| Providence Wealth Advisors, LLC | 6,835 | $242.2K | 0.29% | −7,113−51.0% | Reduced |
| Woodstock Corp | 1,351 | $242.0K | 0.03% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 1,351 | $242.0K | 0.18% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,349 | $241.6K | 0.01% | −100−6.9% | Reduced |
| Centurion Wealth Management LLC | 1,348 | $241.4K | 0.10% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,345 | $240.9K | 0.65% | −79−5.5% | Reduced |
| Summit Asset Management, LLC | 1,342 | $240.4K | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,340 | $240.0K | 0.01% | +1,340 | New |
| Everett Harris & Co | 1,337 | $239.5K | 0.00% | −6−0.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,330 | $239.0K | 0.16% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 1,332 | $238.6K | 0.03% | −5,928−81.7% | Reduced |
| Lake Street Financial LLC | 1,330 | $238.2K | 0.04% | −1−0.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,326 | $237.5K | 0.00% | +1,326 | New |
| Biltmore Family Office, LLC | 1,319 | $236.2K | 0.05% | +1,319 | New |
| Davis R M Inc | 1,316 | $235.7K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 1,316 | $235.7K | 0.07% | +1,316 | New |
| Azimuth Capital Investment Management LLC | 1,314 | $235.3K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,314 | $235.3K | 0.14% | +1,314 | New |
| Change Path, LLC | 1,308 | $234.0K | 0.01% | −323−19.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,300 | $232.8K | 0.24% | +1,300 | New |
| Wealth Management Associates, Inc. | 1,299 | $232.7K | 0.12% | −99−7.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,297 | $232.4K | 0.01% | −163−11.2% | Reduced |
| L2 Asset Management, LLC | 1,296 | $232.1K | 0.10% | +1,296 | New |
| Winthrop Advisory Group LLC | 1,295 | $232.0K | 0.04% | +1,295 | New |
| Paragon Capital Management Ltd | 1,290 | $231.2K | 0.05% | +1,290 | New |
| Maia Wealth LLC | 1,290 | $231.1K | 0.09% | +1,290 | New |
| Merriman Wealth Management, LLC | 1,287 | $230.5K | 0.01% | +1,287 | New |
| Genesee Capital Advisors, LLC | 1,281 | $229.4K | 0.14% | +1,281 | New |
| Visionary Wealth Advisors | 1,274 | $228.2K | 0.02% | −40−3.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,274 | $228.2K | 0.09% | +1,274 | New |
| TSFG, LLC | 1,273 | $228.0K | 0.07% | −21−1.6% | Reduced |
| SNS Financial Group, LLC | 1,272 | $227.8K | 0.03% | +1,272 | New |
| McAdam, LLC | 1,266 | $226.8K | 0.02% | +1,266 | New |
| Ignite Planners, LLC | 1,257 | $225.8K | 0.07% | −5,948−82.6% | Reduced |
| Invenio Wealth Partners LLC | 1,257 | $225.2K | 0.16% | +1,257 | New |
| Global Financial Private Client, LLC | 1,257 | $225.1K | 0.11% | −9−0.7% | Reduced |
| Capital Planning Advisors, LLC | 1,257 | $225.1K | 0.04% | +1,257 | New |
| Vectors Research Management, LLC | 1,254 | $225.0K | 0.06% | +1,254 | New |
| Aigen Investment Management, LP | 1,250 | $223.9K | 0.04% | −6,146−83.1% | Reduced |
| Knuff & Co LLC | 1,250 | $223.9K | 0.08% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,250 | $223.9K | 0.11% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,249 | $223.7K | 0.11% | +1,249 | New |
| Sawgrass Asset Management LLC | 1,237 | $221.5K | 0.02% | +1,237 | New |
| Magnolia Capital Advisors LLC | 1,183 | $221.4K | 0.16% | +1,183 | New |
| Moseley Investment Management Inc | 1,235 | $221.2K | 0.12% | +1,235 | New |
| SignalPoint Asset Management, LLC | 1,233 | $220.0K | 0.06% | +1,233 | New |
| Keystone Wealth Services, LLC | 1,224 | $219.2K | 0.08% | +1,224 | New |
| A. D. Beadell Investment Counsel, Inc. | 1,225 | $219.0K | 0.21% | +1,225 | New |
| Proficio Capital Partners LLC | 1,222 | $218.9K | 0.03% | +1,222 | New |
| Ridgewood Investments LLC | 1,219 | $218.4K | 0.13% | +1,219 | New |
| Legacy Edge Advisors, LLC | 1,218 | $218.1K | 0.05% | +1,218 | New |
| Lowe Brockenbrough & Co Inc | 1,213 | $217.2K | 0.02% | +1,213 | New |
| Pflug Koory, LLC | 1,207 | $216.2K | 0.11% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,202 | $215.3K | 0.06% | +1,202 | New |
| Atlas Private Wealth Advisors | 1,200 | $214.8K | 0.04% | +1,200 | New |
| Madden Securities Corp | 1,198 | $214.6K | 0.11% | −400−25.0% | Reduced |
| Creative Financial Designs Inc | 1,198 | $214.6K | 0.02% | +19+1.6% | Added |
| Wayfinding Financial, LLC | 1,199 | $214.0K | 0.15% | +1,199 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,195 | $214.0K | 0.09% | +504+72.9% | Added |
| First County Bank | 1,189 | $212.9K | 0.10% | +1,189 | New |
| Brooks, Moore & Associates, Inc. | 1,188 | $212.8K | 0.15% | +1,188 | New |
| Means Investment Co., Inc. | 1,185 | $212.2K | 0.03% | +1,185 | New |