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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 11,726 | $2.10M | 0.19% | +2,558+27.9% | Added |
| McIlrath & Eck, LLC | 11,694 | $2.09M | 0.37% | +271+2.4% | Added |
| Pinebridge Investments, L.P. | 11,632 | $2.08M | 0.02% | −27,005−69.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,628 | $2.08M | 0.97% | +412+3.7% | Added |
| Dohj, LLC | 11,610 | $2.08M | 0.61% | −2,470−17.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,601 | $2.08M | 0.05% | −34−0.3% | Reduced |
| Field & Main Bank | 11,595 | $2.08M | 0.88% | +220+1.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,581 | $2.07M | 0.05% | +142+1.2% | Added |
| NorthCrest Asset Manangement, LLC | 11,545 | $2.07M | 0.08% | −455−3.8% | Reduced |
| Papp L Roy & Associates | 11,529 | $2.06M | 0.26% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 11,507 | $2.06M | 0.23% | +8,191+247.0% | Added |
| Allworth Financial LP | 11,471 | $2.05M | 0.02% | +414+3.7% | Added |
| Cullen/Frost Bankers, Inc. | 11,436 | $2.05M | 0.03% | −2,582−18.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,432 | $2.05M | 0.04% | +3,185+38.6% | Added |
| Credential Qtrade Securities Inc. | 11,407 | $2.04M | 0.12% | −853−7.0% | Reduced |
| YHB Investment Advisors, Inc. | 11,379 | $2.04M | 0.20% | −10,891−48.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,305 | $2.02M | 0.33% | −2,463−17.9% | Reduced |
| United Community Bank | 11,157 | $2.00M | 0.85% | −464−4.0% | Reduced |
| IAM Advisory, LLC | 11,101 | $1.99M | 0.62% | +287+2.7% | Added |
| Winton Group Ltd | 10,996 | $1.97M | 0.14% | +10,996 | New |
| Lederer & Associates Investment Counsel | 10,953 | $1.96M | 1.45% | −146−1.3% | Reduced |
| Hudson Canyon Capital Management | 10,933 | $1.96M | 1.43% | −254−2.3% | Reduced |
| United Services Automobile Association | 10,913 | $1.95M | 0.04% | −121−1.1% | Reduced |
| Coldstream Capital Management Inc | 10,873 | $1.95M | 0.05% | +1,904+21.2% | Added |
| Canada Pension Plan Investment Board | 10,850 | $1.94M | 0.00% | −26,100−70.6% | Reduced |
| Sonora Investment Management Group, LLC | 10,848 | $1.94M | 0.16% | −97−0.9% | Reduced |
| WT Wealth Management | 10,847 | $1.94M | 0.77% | +2,808+34.9% | Added |
| Ostrum Asset Management | 10,775 | $1.93M | 0.17% | +399+3.8% | Added |
| Aldebaran Financial Inc. | 10,667 | $1.91M | 2.96% | −388−3.5% | Reduced |
| Lakeview Capital Partners, LLC | 10,647 | $1.91M | 0.34% | −1,045−8.9% | Reduced |
| Ancora Advisors, LLC | 10,535 | $1.89M | 0.04% | −327−3.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,529 | $1.89M | 0.12% | −423−3.9% | Reduced |
| Hunter Associates Investment Management LLC | 10,501 | $1.88M | 0.34% | +201+2.0% | Added |
| GFS Advisors, LLC | 10,450 | $1.87M | 0.27% | 00.0% | Unchanged |
| Spire Wealth Management | 10,122 | $1.87M | 0.06% | −73−0.7% | Reduced |
| Lido Advisors, LLC | 10,412 | $1.86M | 0.02% | −1,101−9.6% | Reduced |
| Canton Hathaway, LLC | 10,393 | $1.86M | 0.56% | +160+1.6% | Added |
| Weaver Capital Management LLC | 10,320 | $1.85M | 0.75% | +10,320 | New |
| Little House Capital LLC | 10,295 | $1.84M | 0.67% | −788−7.1% | Reduced |
| TD Private Client Wealth LLC | 10,240 | $1.83M | 0.07% | −979−8.7% | Reduced |
| Thoroughbred Financial Services, LLC | 10,228 | $1.83M | 0.15% | −534−5.0% | Reduced |
| Mutual Advisors, LLC | 10,177 | $1.82M | 0.06% | +759+8.1% | Added |
| Flagship Harbor Advisors, LLC | 10,108 | $1.81M | 0.13% | −222−2.1% | Reduced |
| Rothschild Investment LLC | 10,107 | $1.81M | 0.15% | +10,107 | New |
| Alberta Investment Management Corp | 10,100 | $1.81M | 0.02% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 10,066 | $1.80M | 2.07% | −1,625−13.9% | Reduced |
| Colony Group, LLC | 10,053 | $1.80M | 0.02% | +10,053 | New |
| Williams Jones Wealth Management, LLC. | 10,022 | $1.79M | 0.03% | +1,216+13.8% | Added |
| Legacy Advisors, LLC | 10,020 | $1.79M | 0.23% | −671−6.3% | Reduced |
| Independent Financial Group, LLC | 9,958 | $1.78M | 0.10% | +56+0.6% | Added |
| Garrett Investment Advisors LLC | 9,954 | $1.78M | 0.25% | −24−0.2% | Reduced |
| Caliber Wealth Management, LLC | 9,845 | $1.76M | 1.04% | +236+2.5% | Added |
| Accretive Wealth Partners, LLC | 9,802 | $1.76M | 0.84% | −62−0.6% | Reduced |
| Equitable Holdings, Inc. | 9,774 | $1.75M | 0.02% | +2,423+33.0% | Added |
| Citizens Financial Group Inc | 9,770 | $1.75M | 0.06% | +849+9.5% | Added |
| Wedbush Securities Inc | 9,715 | $1.74M | 0.08% | +990+11.3% | Added |
| AlphaMark Advisors, LLC | 9,706 | $1.74M | 0.66% | −713−6.8% | Reduced |
| Valeo Financial Advisors, LLC | 9,678 | $1.73M | 0.07% | +536+5.9% | Added |
| Ontario Teachers Pension Plan Board | 9,630 | $1.72M | 0.02% | +1,455+17.8% | Added |
| Buckingham Capital Management, Inc. | 9,574 | $1.71M | 0.23% | −871−8.3% | Reduced |
| JGP Wealth Management, LLC | 9,552 | $1.71M | 0.25% | −467−4.7% | Reduced |
| Ballentine Partners, LLC | 9,525 | $1.71M | 0.03% | +777+8.9% | Added |
| Patrick M Sweeney & Associates, Inc | 9,504 | $1.70M | 1.56% | +9,504 | New |
| Shell Asset Management Co | 9,499 | $1.70M | 0.08% | −1,753−15.6% | Reduced |
| Garner Asset Management Corp | 8,992 | $1.70M | 0.86% | −677−7.0% | Reduced |
| Parsons Capital Management Inc | 9,450 | $1.69M | 0.12% | −60−0.6% | Reduced |
| Azzad Asset Management Inc | 9,440 | $1.69M | 0.21% | −20.0% | Reduced |
| Schulhoff & Co Inc | 9,420 | $1.69M | 0.80% | +5+0.1% | Added |
| HMS Capital Management, LLC | 9,408 | $1.68M | 1.04% | −128−1.3% | Reduced |
| Kingsview Wealth Management, LLC | 9,354 | $1.68M | 0.05% | −354−3.6% | Reduced |
| Trexquant Investment LP | 9,339 | $1.67M | 0.04% | +9,339 | New |
| Columbia Asset Management | 9,329 | $1.67M | 0.34% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 9,405 | $1.67M | 0.51% | +465+5.2% | Added |
| Cohen Klingenstein LLC | 9,300 | $1.67M | 0.07% | 00.0% | Unchanged |
| DFPG Investments, LLC | 9,297 | $1.66M | 0.13% | +66+0.7% | Added |
| We Are One Seven, LLC | 9,265 | $1.66M | 0.10% | −616−6.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,220 | $1.65M | 1.19% | −50−0.5% | Reduced |
| Wellington Shields & Co., LLC | 9,217 | $1.65M | 0.61% | −500−5.1% | Reduced |
| Tobam | 9,204 | $1.65M | 0.14% | +3,425+59.3% | Added |
| Lincoln National Corp | 9,200 | $1.65M | 0.03% | +400+4.5% | Added |
| FJ Investments, LLC | 9,115 | $1.63M | 0.08% | +9,115 | New |
| Great Valley Advisor Group, Inc. | 9,039 | $1.62M | 0.06% | −12−0.1% | Reduced |
| Signaturefd, LLC | 8,992 | $1.61M | 0.04% | +679+8.2% | Added |
| EP Wealth Advisors, LLC | 8,874 | $1.59M | 0.02% | −305−3.3% | Reduced |
| Institute for Wealth Management, LLC. | 8,860 | $1.59M | 0.26% | −24−0.3% | Reduced |
| Meridian Wealth Management, LLC | 8,854 | $1.59M | 0.10% | +716+8.8% | Added |
| Essex LLC | 8,850 | $1.59M | 0.39% | −1,110−11.1% | Reduced |
| Blodgett Wealth Advisors, LLC | 8,811 | $1.58M | 1.62% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 8,802 | $1.58M | 0.63% | −25−0.3% | Reduced |
| Armstrong Advisory Group, Inc | 8,788 | $1.57M | 0.15% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 8,785 | $1.57M | 0.58% | −20−0.2% | Reduced |
| Karpas Strategies, LLC | 8,765 | $1.57M | 0.52% | −493−5.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,719 | $1.56M | 0.17% | −201−2.3% | Reduced |
| Ascent Group, LLC | 8,290 | $1.56M | 0.15% | +123+1.5% | Added |
| NVWM, LLC | 8,666 | $1.55M | 0.47% | −774−8.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,662 | $1.55M | 0.09% | +670+8.4% | Added |
| Powers Advisory Group, LLC | 8,632 | $1.55M | 0.95% | −338−3.8% | Reduced |
| Garrison Point Advisors, LLC | 8,605 | $1.54M | 1.09% | −120−1.4% | Reduced |
| LGT Group Foundation | 8,635 | $1.54M | 0.03% | −302−3.4% | Reduced |
| Zions Bancorporation, N.A. | 8,501 | $1.52M | 0.10% | +927+12.2% | Added |