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 |
|---|---|---|---|---|---|
| 4Thought Financial Group Inc. | 85 | $15.2K | 0.01% | +85 | New |
| Roble, Belko & Company, Inc | 84 | $15.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 83 | $14.9K | 0.00% | +3+3.8% | Added |
| Archer Investment Corp | 83 | $14.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 81 | $14.5K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $14.3K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 75 | $13.9K | 0.01% | +75 | New |
| Kelly Financial Services LLC | 77 | $13.7K | 0.01% | +1+1.3% | Added |
| Kessler Investment Group, LLC | 74 | $13.3K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 71 | $12.7K | 0.00% | +71 | New |
| West Branch Capital LLC | 70 | $12.5K | 0.01% | −40−36.4% | Reduced |
| Missouri Trust & Investment Co | 70 | $12.5K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 66 | $11.8K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 66 | $11.8K | 0.01% | +66 | New |
| Northwest Financial Advisors | 66 | $11.8K | 0.01% | +66 | New |
| Centennial Bank | 61 | $10.9K | 0.01% | +61 | New |
| Gould Capital, LLC | 60 | $10.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $10.6K | 0.00% | −7−10.6% | Reduced |
| Bruce G. Allen Investments, LLC | 59 | $10.6K | 0.01% | +59 | New |
| One River Asset Management, LLC | 58 | $10.4K | 0.00% | −432−88.2% | Reduced |
| Aspect Partners, LLC | 58 | $10.4K | 0.01% | +58 | New |
| Vima LLC | 57 | $10.3K | 0.02% | +57 | New |
| Lee Financial Co | 53 | $9.49K | 0.00% | +53 | New |
| JDM Financial Group LLC | 53 | $9.49K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 50 | $8.96K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $8.96K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $8.96K | 0.00% | +40+400.0% | Added |
| Pacific Center for Financial Services | 49 | $8.86K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 49 | $8.78K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 47 | $8.42K | 0.00% | +47 | New |
| Albion Financial Group | 45 | $8.06K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 44 | $7.88K | 0.00% | −20−31.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 39 | $6.99K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 38 | $6.81K | 0.00% | −7−15.6% | Reduced |
| Main Street Group, LTD | 37 | $6.63K | 0.00% | +37 | New |
| SJS Investment Consulting Inc. | 35 | $6.27K | 0.00% | +6+20.7% | Added |
| J.Safra Asset Management Corp | 34 | $6.09K | 0.00% | +34 | New |
| Indiana Trust & Investment Management CO | 33 | $5.91K | 0.00% | −150−82.0% | Reduced |
| Laurel Wealth Advisors LLC | 31 | $5.55K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $5.37K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $5.19K | 0.00% | +29 | New |
| DT Investment Partners, LLC | 26 | $4.87K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 27 | $4.84K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 27 | $4.75K | 0.00% | +1+3.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 26 | $4.66K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 26 | $4.66K | 0.00% | −19−42.2% | Reduced |
| Cornerstone Planning Group LLC | 24 | $4.30K | 0.00% | −12−33.3% | Reduced |
| Dunhill Financial, LLC | 23 | $4.17K | 0.00% | +23 | New |
| Davis Capital Management | 23 | $4.12K | 0.00% | +23 | New |
| Pineridge Advisors LLC | 23 | $4.12K | 0.00% | +23 | New |
| Frazier Financial Advisors, LLC | 23 | $4.11K | 0.00% | +23 | New |
| Ruedi Wealth Management, Inc. | 22 | $4.02K | 0.00% | −224−91.1% | Reduced |
| Core Wealth Advisors, Inc. | 22 | $3.94K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 21 | $3.76K | 0.00% | −33−61.1% | Reduced |
| Copeland Capital Management, LLC | 21 | $3.76K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 20 | $3.58K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 18 | $3.22K | 0.00% | −418−95.9% | Reduced |
| Rakuten Securities, Inc. | 17 | $3.04K | 0.00% | +17 | New |
| Bear Mountain Capital, Inc. | 15 | $2.71K | 0.00% | +15 | New |
| Frank, Rimerman Advisors LLC | 15 | $2.69K | 0.00% | +15 | New |
| Global Wealth Strategies & Associates | 14 | $2.51K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 9 | $1.61K | 0.00% | +9 | New |
| Carmichael Hill & Associates, Inc. | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| New Millennium Group LLC | 5 | $973 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $895 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $537 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $358 | 0.00% | −1−33.3% | Reduced |
| Orion Capital Management LLC | 2 | $358 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $180 | 0.00% | +1 | New |
| WFA Asset Management Corp | 0 | $43 | 0.00% | 0 | Unchanged |
| Blume Capital Management, Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| Clear Street Markets LLC | 2 | $0 | 0.00% | +2 | New |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −64,930−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −56,997−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −38,570−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −34,125−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −28,367−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,081−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −21,763−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,082−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −15,940−100.0% | Sold out |
| Cohen Lawrence B | 0 | $0 | 0.00% | −15,492−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −14,213−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −13,783−100.0% | Sold out |
| Connolly Sarah T. | 0 | $0 | 0.00% | −13,096−100.0% | Sold out |
| Virginia Wealth Management Group, Inc. | 0 | $0 | 0.00% | −11,811−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −11,522−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −11,393−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,831−100.0% | Sold out |
| Members Capital Advisors Inc | 0 | $0 | 0.00% | −10,752−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −9,609−100.0% | Sold out |
| Peterson Wealth Management | 0 | $0 | 0.00% | −9,077−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −8,762−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,636−100.0% | Sold out |
| Luts & Greenleigh Group, Inc | 0 | $0 | 0.00% | −7,303−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −7,245−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,983−100.0% | Sold out |