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; 2,379 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 | 2,379 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,325 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,207 | $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 |
|---|---|---|---|---|---|
| Generate Investment Management Ltd | 42,746 | $7.66M | 0.66% | +42,746 | New |
| McKinley Carter Wealth Services, Inc. | 41,936 | $7.51M | 0.55% | +4,714+12.7% | Added |
| Inlet Private Wealth, LLC | 40,706 | $7.29M | 2.23% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 40,370 | $7.23M | 0.10% | +1,779+4.6% | Added |
| Strategic Advisors LLC | 40,186 | $7.20M | 1.36% | −725−1.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 40,000 | $7.16M | 0.10% | 00.0% | Unchanged |
| Sandy Spring Bank | 39,864 | $7.14M | 0.36% | +539+1.4% | Added |
| Huntington National Bank | 39,856 | $7.14M | 0.06% | −402−1.0% | Reduced |
| GWM Advisors LLC | 39,146 | $7.10M | 0.07% | +3,332+9.3% | Added |
| Palmer Knight Co | 39,466 | $7.07M | 4.27% | −88−0.2% | Reduced |
| Ascent Wealth Partners, LLC | 39,380 | $7.05M | 1.15% | −41−0.1% | Reduced |
| Capital Analysts, LLC | 39,206 | $7.02M | 0.35% | +548+1.4% | Added |
| Toroso Investments, LLC | 39,076 | $7.00M | 0.17% | −8,693−18.2% | Reduced |
| MAI Capital Management | 38,838 | $6.96M | 0.09% | +3,063+8.6% | Added |
| Varma Mutual Pension Insurance Co | 38,809 | $6.95M | 0.08% | +38,809 | New |
| Hamilton Point Investment Advisors, LLC | 38,272 | $6.85M | 1.38% | −205−0.5% | Reduced |
| Woodline Partners LP | 38,203 | $6.84M | 0.07% | +38,203 | New |
| Aptus Capital Advisors, LLC | 37,457 | $6.71M | 0.20% | −117−0.3% | Reduced |
| Ninety One SA (PTY) Ltd | 37,210 | $6.66M | 1.01% | +1,257+3.5% | Added |
| Purus Wealth Management, LLC | 37,130 | $6.65M | 3.85% | +41+0.1% | Added |
| First National Bank of Omaha | 36,440 | $6.53M | 0.41% | −5,408−12.9% | Reduced |
| Brookstone Capital Management | 36,402 | $6.52M | 0.13% | −2,274−5.9% | Reduced |
| Hantz Financial Services, Inc. | 36,167 | $6.48M | 0.14% | −3,007−7.7% | Reduced |
| Hartford Financial Management Inc. | 36,109 | $6.47M | 1.47% | −74−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 35,925 | $6.43M | 0.08% | −2,457−6.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 35,653 | $6.39M | 3.21% | −35,777−50.1% | Reduced |
| Elo Mutual Pension Insurance Co | 35,364 | $6.33M | 0.17% | +1,315+3.9% | Added |
| National Asset Management, Inc. | 35,220 | $6.31M | 0.17% | −104−0.3% | Reduced |
| JustInvest LLC | 35,142 | $6.29M | 0.16% | −697−1.9% | Reduced |
| Vestor Capital, LLC | 34,969 | $6.26M | 0.60% | −239−0.7% | Reduced |
| Boston Private Wealth LLC | 34,042 | $6.10M | 0.15% | −2,849−7.7% | Reduced |
| Haverford Trust Co | 33,978 | $6.09M | 0.07% | +229+0.7% | Added |
| Schnieders Capital Management LLC | 33,681 | $6.03M | 1.33% | −9,909−22.7% | Reduced |
| Leavell Investment Management, Inc. | 33,477 | $6.00M | 0.38% | +48+0.1% | Added |
| DLK Investment Management, LLC | 33,429 | $5.99M | 2.73% | +33,429 | New |
| Gulf International Bank (UK) Ltd | 33,427 | $5.99M | 0.17% | −3,673−9.9% | Reduced |
| Exencial Wealth Advisors, LLC | 33,252 | $5.96M | 0.24% | +280+0.8% | Added |
| Crossmark Global Holdings, Inc. | 33,119 | $5.93M | 0.12% | −542−1.6% | Reduced |
| Sitrin Capital Management LLC | 32,913 | $5.89M | 3.44% | −518−1.5% | Reduced |
| Andra AP-fonden | 32,900 | $5.89M | 0.31% | −1,000−2.9% | Reduced |
| Journey Advisory Group, LLC | 32,894 | $5.89M | 0.80% | −117−0.4% | Reduced |
| CIC Wealth, LLC | 32,863 | $5.89M | 1.87% | −647−1.9% | Reduced |
| Palumbo Wealth Management LLC | 32,844 | $5.88M | 3.01% | −458−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,667 | $5.85M | 0.08% | −1,945−5.6% | Reduced |
| Glenmede Trust Co NA | 32,643 | $5.85M | 0.03% | +927+2.9% | Added |
| Cornerstone Advisors, LLC | 32,100 | $5.75M | 0.25% | −5,200−13.9% | Reduced |
| RBA Wealth Management, LLC | 32,050 | $5.74M | 2.51% | +222+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 31,952 | $5.72M | 0.05% | −1,671−5.0% | Reduced |
| Windward Capital Management Co | 31,915 | $5.72M | 0.50% | +203+0.6% | Added |
| Northeast Financial Consultants Inc | 31,904 | $5.71M | 0.32% | −26−0.1% | Reduced |
| Maryland State Retirement & Pension System | 31,658 | $5.67M | 0.12% | +592+1.9% | Added |
| Strategic Wealth Designers | 31,657 | $5.67M | 0.85% | +1,709+5.7% | Added |
| Bokf, NA | 31,555 | $5.65M | 0.11% | −296−0.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 31,472 | $5.64M | 0.36% | +5,472+21.0% | Added |
| McKinley Capital Management LLC /Delaware | 31,400 | $5.62M | 0.72% | +18,508+143.6% | Added |
| Umb Bank N A | 31,361 | $5.62M | 0.08% | −479−1.5% | Reduced |
| Beacon Financial Group | 31,168 | $5.58M | 0.68% | −753−2.4% | Reduced |
| Anchor Investment Management, LLC | 31,147 | $5.58M | 0.64% | −172−0.5% | Reduced |
| Rafferty Asset Management, LLC | 30,746 | $5.51M | 0.02% | +1,431+4.9% | Added |
| LVM Capital Management Ltd | 30,590 | $5.48M | 0.70% | −230−0.7% | Reduced |
| Davenport & Co LLC | 30,526 | $5.47M | 0.04% | +1,851+6.5% | Added |
| Man Group plc | 30,454 | $5.45M | 0.02% | – | – |
| Jefferies Financial Group Inc. | 30,439 | $5.45M | 0.09% | +7,239+31.2% | Added |
| Munro Partners | 30,408 | $5.45M | 0.25% | −114,071−79.0% | Reduced |
| Trinity Legacy Partners, LLC | 30,205 | $5.41M | 1.70% | −426−1.4% | Reduced |
| Ellsworth Advisors, LLC | 29,728 | $5.32M | 1.68% | +209+0.7% | Added |
| Nicola Wealth Management Ltd. | 29,500 | $5.28M | 0.55% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 29,410 | $5.27M | 0.18% | +2,690+10.1% | Added |
| TownSquare Capital, LLC | 29,392 | $5.26M | 0.09% | −9,262−24.0% | Reduced |
| Kentucky Retirement Systems | 29,326 | $5.25M | 0.16% | +335+1.2% | Added |
| CFO4Life Group, LLC | 29,277 | $5.24M | 1.00% | −165−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 28,565 | $5.12M | 0.09% | +100+0.4% | Added |
| Ofi Invest Asset Management | 29,041 | $5.09M | 0.17% | +7,499+34.8% | Added |
| Occudo Quantitative Strategies LP | 28,407 | $5.09M | 0.69% | +11,467+67.7% | Added |
| Trust Co of Vermont | 28,278 | $5.06M | 0.34% | +1,157+4.3% | Added |
| Chilton Investment Co LLC | 28,263 | $5.06M | 0.15% | −1,655−5.5% | Reduced |
| Focus Financial Network Inc | 27,877 | $4.99M | 0.19% | +27,877 | New |
| Asset Advisors Investment Management, LLC | 27,813 | $4.98M | 0.61% | −271−1.0% | Reduced |
| Colonial Trust Co | 27,810 | $4.98M | 1.04% | +2,552+10.1% | Added |
| Sandhill Capital Partners LLC | 27,649 | $4.95M | 0.41% | −3,261−10.5% | Reduced |
| Evergreen Private Wealth LLC | 27,506 | $4.93M | 2.66% | +27,506 | New |
| Pinnacle Financial Partners Inc | 27,159 | $4.86M | 0.12% | −746−2.7% | Reduced |
| Glen Eagle Advisors, LLC | 26,959 | $4.83M | 1.00% | −2,629−8.9% | Reduced |
| Principle Wealth Partners LLC | 26,958 | $4.83M | 0.42% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 26,939 | $4.82M | 0.07% | +945+3.6% | Added |
| Quadrature Capital Ltd | 26,808 | $4.80M | 0.09% | +26,808 | New |
| East Coast Asset Management, LLC. | 26,747 | $4.79M | 1.96% | −782−2.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 26,701 | $4.78M | 0.22% | +447+1.7% | Added |
| Bowen Hanes & Co Inc | 26,681 | $4.78M | 0.14% | −419−1.5% | Reduced |
| Hall Laurie J Trustee | 26,495 | $4.75M | 1.82% | −285−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 26,439 | $4.74M | 0.08% | −2,473−8.6% | Reduced |
| Charter Trust Co | 26,333 | $4.72M | 0.35% | −585−2.2% | Reduced |
| Donaldson Capital Management, LLC | 26,236 | $4.70M | 0.21% | +1,004+4.0% | Added |
| Bradley Foster & Sargent Inc | 26,170 | $4.69M | 0.09% | −391−1.5% | Reduced |
| Sumitomo Life Insurance Co | 26,140 | $4.68M | 0.15% | +15,580+147.5% | Added |
| Keybank National Association | 25,840 | $4.63M | 0.02% | −134−0.5% | Reduced |
| Garrison Asset Management, LLC | 25,711 | $4.60M | 2.54% | −667−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 25,675 | $4.60M | 0.12% | +1,306+5.4% | Added |
| Salem Investment Counselors Inc | 25,522 | $4.57M | 0.16% | +3,394+15.3% | Added |
| Institutional & Family Asset Management, LLC | 25,448 | $4.56M | 0.75% | −2,817−10.0% | Reduced |