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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 17,411 | $3.10M | 0.12% | +1,460+9.2% | Added |
| Teza Capital Management LLC | 17,268 | $3.09M | 0.52% | +17,268 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 16,963 | $3.04M | 0.06% | +828+5.1% | Added |
| Pinkerton Retirement Specialists, LLC | 16,954 | $3.04M | 0.58% | −1,167−6.4% | Reduced |
| Webster Bank, N. A. | 16,849 | $3.02M | 0.37% | +16,561+5,750.3% | Added |
| L & S Advisors Inc | 16,770 | $3.00M | 0.37% | +16,770 | New |
| G&S Capital LLC | 16,755 | $3.00M | 1.43% | −824−4.7% | Reduced |
| Concurrent Investment Advisors, LLC | 16,683 | $2.99M | 0.14% | +16,683 | New |
| Mission Creek Capital Partners, Inc. | 16,661 | $2.98M | 0.77% | +580+3.6% | Added |
| First National Advisers, LLC | 16,537 | $2.96M | 0.85% | +5,293+47.1% | Added |
| Ethic Inc. | 16,457 | $2.95M | 0.09% | −1,110−6.3% | Reduced |
| 1st Source Bank | 16,318 | $2.92M | 0.18% | −820−4.8% | Reduced |
| Scott & Selber, Inc. | 16,133 | $2.89M | 1.08% | −178−1.1% | Reduced |
| Keebeck Wealth Management, LLC | 16,126 | $2.89M | 0.48% | +3,180+24.6% | Added |
| Midwest Professional Planners, LTD. | 16,109 | $2.89M | 1.15% | +721+4.7% | Added |
| Outfitter Financial LLC | 16,052 | $2.87M | 2.51% | −105−0.6% | Reduced |
| Forte Capital LLC | 16,050 | $2.87M | 0.39% | −1,629−9.2% | Reduced |
| Woodmont Investment Counsel LLC | 16,009 | $2.87M | 0.27% | −241−1.5% | Reduced |
| Bell Bank | 16,009 | $2.87M | 0.28% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 15,970 | $2.86M | 0.02% | +5,065+46.4% | Added |
| Beta Wealth Group, Inc. | 15,952 | $2.86M | 1.50% | +584+3.8% | Added |
| Wealthcare Advisory Partners LLC | 15,875 | $2.84M | 0.11% | +1,263+8.6% | Added |
| Tudor Investment Corp Et Al | 15,854 | $2.84M | 0.04% | +15,854 | New |
| Pathway Financial Advisers, LLC | 15,854 | $2.83M | 1.08% | +133+0.8% | Added |
| Argyle Capital Management Inc. | 15,725 | $2.82M | 1.17% | −4,275−21.4% | Reduced |
| North Star Investment Management Corp. | 15,680 | $2.81M | 0.22% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 15,791 | $2.81M | 0.35% | −2,453−13.4% | Reduced |
| Girard Partners Ltd. | 15,550 | $2.79M | 0.28% | −328−2.1% | Reduced |
| Pettee Investors, Inc. | 15,503 | $2.78M | 1.23% | +20+0.1% | Added |
| Compass Wealth Management LLC | 15,456 | $2.77M | 0.77% | −10.0% | Reduced |
| SYSTM Wealth Solutions LLC | 15,402 | $2.76M | 0.38% | +1,095+7.7% | Added |
| Argent Trust Co | 15,356 | $2.75M | 0.14% | −49−0.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,313 | $2.74M | 0.06% | −50.0% | Reduced |
| Rowland & Co Investment Counsel | 15,223 | $2.73M | 0.62% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 15,177 | $2.72M | 0.10% | −3,000−16.5% | Reduced |
| Fundamentun, LLC | 15,174 | $2.72M | 0.32% | +509+3.5% | Added |
| Guyasuta Investment Advisors Inc | 15,106 | $2.71M | 0.20% | −155−1.0% | Reduced |
| Wesleyan Assurance Society | 15,091 | $2.71M | 0.27% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,064 | $2.70M | 0.19% | −4,190−21.8% | Reduced |
| River Wealth Advisors LLC | 15,045 | $2.69M | 0.43% | +1,142+8.2% | Added |
| Summit Financial Group Inc | 14,965 | $2.68M | 1.03% | −29−0.2% | Reduced |
| Metropolitan Life Insurance Co | 14,919 | $2.67M | 0.13% | −332−2.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 14,884 | $2.67M | 0.84% | −135−0.9% | Reduced |
| Accurate Wealth Management, LLC | 14,846 | $2.66M | 0.83% | −614−4.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,796 | $2.65M | 1.50% | −359−2.4% | Reduced |
| Silphium Asset Management Ltd | 14,766 | $2.64M | 1.41% | −3,500−19.2% | Reduced |
| Toth Financial Advisory Corp | 14,698 | $2.63M | 0.36% | +936+6.8% | Added |
| Mirabella Financial Services LLP | 14,544 | $2.60M | 0.37% | +9,364+180.8% | Added |
| LGT Fund Management Co Ltd. | 14,590 | $2.60M | 1.12% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 14,442 | $2.59M | 2.19% | +88+0.6% | Added |
| Stratos Wealth Partners, LTD. | 14,420 | $2.58M | 0.05% | +926+6.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,412 | $2.58M | 0.15% | +957+7.1% | Added |
| Bleakley Financial Group, LLC | 14,314 | $2.56M | 0.08% | +43+0.3% | Added |
| Sawtooth Solutions, LLC | 14,310 | $2.56M | 0.07% | +39+0.3% | Added |
| Mirador Capital Partners LP | 14,032 | $2.51M | 0.53% | −151−1.1% | Reduced |
| Family Legacy, Inc. | 14,017 | $2.51M | 0.96% | +213+1.5% | Added |
| Cary Street Partner Investment Advisory LLC | 13,986 | $2.50M | 0.12% | +117+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 13,972 | $2.50M | 0.02% | +1,613+13.1% | Added |
| Koshinski Asset Management, Inc. | 13,855 | $2.48M | 0.38% | +1,238+9.8% | Added |
| Whittier Trust Co | 13,700 | $2.45M | 0.04% | +227+1.7% | Added |
| Grandview Asset Management LLC | 13,596 | $2.44M | 1.28% | −751−5.2% | Reduced |
| American State Bank (Iowa) | 13,571 | $2.43M | 1.55% | +26+0.2% | Added |
| Stonegate Investment Group, LLC | 13,551 | $2.43M | 0.08% | −61−0.4% | Reduced |
| Covenant Asset Management, LLC | 13,496 | $2.42M | 0.67% | −10−0.1% | Reduced |
| Keeler Thomas Management LLC | 13,369 | $2.39M | 0.94% | −535−3.8% | Reduced |
| Naples Global Advisors, LLC | 13,369 | $2.39M | 0.26% | −357−2.6% | Reduced |
| Sowell Financial Services LLC | 13,336 | $2.39M | 0.13% | +417+3.2% | Added |
| Empirical Finance, LLC | 13,168 | $2.36M | 0.16% | +43+0.3% | Added |
| Becker Capital Management Inc | 13,090 | $2.34M | 0.08% | +4,928+60.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,058 | $2.34M | 0.16% | +114+0.9% | Added |
| Viking Fund Management LLC | 13,000 | $2.33M | 0.45% | 00.0% | Unchanged |
| Arjuna Capital | 12,897 | $2.31M | 0.72% | +1,542+13.6% | Added |
| Axxcess Wealth Management, LLC | 12,867 | $2.30M | 0.07% | +8,492+194.1% | Added |
| NewEdge Wealth, LLC | 12,835 | $2.30M | 0.06% | +8,470+194.0% | Added |
| Harbour Capital Advisors, LLC | 12,805 | $2.29M | 0.63% | −155−1.2% | Reduced |
| Waldron Private Wealth LLC | 12,723 | $2.28M | 0.11% | −155−1.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 12,711 | $2.28M | 0.60% | −84−0.7% | Reduced |
| Adirondack Trust Co | 10,898 | $2.24M | 0.97% | −13−0.1% | Reduced |
| Balyasny Asset Management LLC | 12,465 | $2.23M | 0.01% | +3,063+32.6% | Added |
| Fiduciary Trust Co | 12,458 | $2.23M | 0.04% | +819+7.0% | Added |
| Delta Asset Management LLC | 12,392 | $2.22M | 0.21% | −1,080−8.0% | Reduced |
| Metis Global Partners, LLC | 12,384 | $2.22M | 0.09% | −2,998−19.5% | Reduced |
| Baldwin Investment Management, LLC | 12,301 | $2.20M | 0.34% | −100−0.8% | Reduced |
| Insight Wealth Strategies, LLC | 12,243 | $2.19M | 0.35% | +381+3.2% | Added |
| Hartline Investment Corp | 12,217 | $2.19M | 0.35% | −39−0.3% | Reduced |
| KKM Financial LLC | 12,215 | $2.19M | 1.38% | +12,215 | New |
| Aaron Wealth Advisors | 12,181 | $2.18M | 0.36% | −20,863−63.1% | Reduced |
| Greenleaf Trust | 12,080 | $2.16M | 0.02% | +1,853+18.1% | Added |
| Ashton Thomas Private Wealth, LLC | 12,079 | $2.16M | 0.14% | +252+2.1% | Added |
| Wetherby Asset Management Inc | 12,065 | $2.16M | 0.11% | +537+4.7% | Added |
| Resources Management Corp | 11,967 | $2.14M | 0.32% | +495+4.3% | Added |
| Motley Fool Asset Management LLC | 11,957 | $2.14M | 0.16% | +539+4.7% | Added |
| Natixis Investment Managers International | 11,910 | $2.13M | 0.15% | +2,702+29.3% | Added |
| TKG Advisors, LLC | 11,881 | $2.13M | 1.27% | −395−3.2% | Reduced |
| Mechanics Bank Trust Department | 11,854 | $2.12M | 0.33% | +137+1.2% | Added |
| Simplex Trading, LLC | 11,848 | $2.12M | 0.07% | −61,743−83.9% | Reduced |
| IronBridge Private Wealth, LLC | 11,840 | $2.12M | 1.03% | +11,840 | New |
| South Dakota Investment Council | 11,818 | $2.12M | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11,755 | $2.11M | 0.06% | +4,154+54.7% | Added |
| First PREMIER Bank | 11,750 | $2.10M | 0.59% | 00.0% | Unchanged |