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 |
|---|---|---|---|---|---|
| Wiser Advisor Group LLC | 475 | $85.1K | 0.14% | +475 | New |
| Plante Moran Financial Advisors, LLC | 471 | $84.4K | 0.01% | −270−36.4% | Reduced |
| Pacifica Partners Inc. | 470 | $81.3K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 447 | $80.0K | 0.02% | −164−26.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 435 | $77.9K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 430 | $77.0K | 0.00% | −451−51.2% | Reduced |
| CNB Bank | 419 | $75.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 413 | $74.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 409 | $73.0K | 0.01% | −1,779−81.3% | Reduced |
| Centerpoint Advisors, LLC | 410 | $73.0K | 0.03% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 406 | $72.7K | 0.03% | +406 | New |
| Optimum Investment Advisors | 400 | $71.6K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $69.8K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 382 | $68.4K | 0.02% | −20−5.0% | Reduced |
| Avion Wealth | 379 | $68.0K | 0.02% | −2−0.5% | Reduced |
| Key Financial Inc | 378 | $67.7K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 367 | $65.8K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 365 | $65.4K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 351 | $63.0K | 0.04% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 400 | $61.0K | 0.06% | 00.0% | Unchanged |
| Financial Freedom, LLC | 339 | $60.8K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 339 | $60.7K | 0.02% | +102+43.0% | Added |
| Perkins Coie Trust Co | 330 | $59.1K | 0.01% | −30−8.3% | Reduced |
| LM Advisors LLC | 330 | $59.1K | 0.01% | +330 | New |
| Kepos Capital LP | 328 | $59.0K | 0.02% | −13−3.8% | Reduced |
| Annapolis Financial Services, LLC | 325 | $58.2K | 0.01% | 00.0% | Unchanged |
| AJOVista, LLC | 319 | $57.1K | 0.07% | +319 | New |
| Salomon & Ludwin, LLC | 365 | $55.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 300 | $53.7K | 0.01% | +168+127.3% | Added |
| HBC Financial Services, PLLC | 300 | $53.0K | 0.04% | −5,571−94.9% | Reduced |
| Security National Bank | 291 | $52.1K | 0.01% | +291 | New |
| Bollard Group LLC | 290 | $52.0K | 0.00% | +2+0.7% | Added |
| RE Dickinson Investment Advisors, LLC | 290 | $52.0K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 285 | $51.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 331 | $50.5K | 0.05% | +331 | New |
| Cape Investment Advisory, Inc. | 282 | $50.5K | 0.02% | −6−2.1% | Reduced |
| Strategic Investment Solutions, Inc. | 280 | $50.1K | 0.01% | −12,460−97.8% | Reduced |
| TD Capital Management LLC | 280 | $50.1K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 280 | $50.1K | 0.01% | +280 | New |
| Voisard Asset Management Group, Inc. | 280 | $50.1K | 0.03% | +280 | New |
| Tortoise Investment Management, LLC | 279 | $50.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 268 | $48.1K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 266 | $47.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 261 | $46.7K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 250 | $45.0K | 0.02% | +250 | New |
| Spirit of America Management Corp | 250 | $44.8K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 232 | $41.6K | 0.01% | +22+10.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 219 | $39.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 211 | $37.8K | 0.00% | +26+14.1% | Added |
| DSM Capital Partners LLC | 211 | $37.8K | 0.00% | +211 | New |
| Cherry Tree Wealth Management, LLC | 205 | $36.7K | 0.01% | +1+0.5% | Added |
| SOA Wealth Advisors, LLC. | 205 | $36.6K | 0.01% | +1+0.5% | Added |
| Coppell Advisory Solutions LLC | 203 | $36.4K | 0.01% | −100−33.0% | Reduced |
| Millburn Ridgefield Corp | 202 | $36.2K | 0.00% | −29−12.6% | Reduced |
| Paloma Partners Management Co | 200 | $35.8K | 0.01% | −1,543−88.5% | Reduced |
| Osterweis Capital Management Inc | 200 | $35.8K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $35.8K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 199 | $35.7K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 199 | $35.6K | 0.01% | +199 | New |
| WealthCollab, LLC | 198 | $35.5K | 0.03% | +198 | New |
| Cassady Schiller Wealth Management, LLC | 190 | $34.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 190 | $34.0K | 0.00% | +53+38.7% | Added |
| Planning Capital Management Corp | 186 | $33.3K | 0.03% | +186 | New |
| Addison Advisors LLC | 179 | $32.1K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 179 | $32.1K | 0.03% | +179 | New |
| Financial Management Professionals, Inc. | 179 | $32.0K | 0.01% | −4−2.2% | Reduced |
| Raffa Wealth Management, LLC | 172 | $30.8K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 165 | $30.0K | 0.02% | +1+0.6% | Added |
| Gilfoyle & Co LLC | 165 | $30.0K | 4.47% | +165 | New |
| DAGCO, Inc. | 166 | $29.7K | 0.03% | +166 | New |
| Dynamic Wealth Strategies, LLC | 166 | $29.7K | 0.03% | +166 | New |
| Pin Oak Investment Advisors Inc | 162 | $29.0K | 0.03% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 161 | $29.0K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 158 | $28.3K | 0.00% | +37+30.6% | Added |
| Louisbourg Investments Inc. | 155 | $27.8K | 0.01% | +155 | New |
| Atticus Wealth Management, LLC | 155 | $27.7K | 0.01% | −137−46.9% | Reduced |
| Sachetta, LLC | 153 | $27.5K | 0.01% | +153 | New |
| True Wealth Design, LLC | 150 | $26.8K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 147 | $26.3K | 0.00% | −27−15.5% | Reduced |
| Mendota Financial Group, LLC | 146 | $26.1K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 171 | $26.1K | 0.01% | −19−10.0% | Reduced |
| SRS Capital Advisors, Inc. | 142 | $25.5K | 0.00% | −4−2.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 139 | $24.9K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 134 | $24.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 133 | $23.8K | 0.02% | +133 | New |
| Fortitude Family Office, LLC | 130 | $23.3K | 0.02% | +130 | New |
| PFS Partners, LLC | 120 | $21.5K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 115 | $20.6K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $19.5K | 0.01% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 105 | $18.8K | 0.00% | +105 | New |
| Fairway Wealth LLC | 105 | $18.8K | 0.01% | +105 | New |
| Nemes Rush Group LLC | 102 | $18.3K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 102 | $18.3K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 102 | $18.3K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $17.9K | 0.00% | +50+100.0% | Added |
| Partnership Wealth Management, LLC | 88 | $16.3K | 0.01% | +88 | New |
| Oliver Lagore Vanvalin Investment Group | 91 | $16.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 90 | $16.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 86 | $15.4K | 0.00% | 00.0% | Unchanged |