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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 8,466 | $1.52M | 0.43% | −95−1.1% | Reduced |
| Aries Wealth Management | 8,462 | $1.52M | 0.54% | −53−0.6% | Reduced |
| Private Trust Co NA | 8,436 | $1.51M | 0.18% | +556+7.1% | Added |
| Paragon Private Wealth Management, LLC | 8,412 | $1.51M | 1.05% | +161+2.0% | Added |
| Leonteq Securities AG | 8,394 | $1.50M | 0.19% | −471−5.3% | Reduced |
| Griffin Asset Management, Inc. | 8,355 | $1.50M | 0.19% | +26+0.3% | Added |
| Aspen Investment Management Inc | 8,352 | $1.50M | 0.84% | +20.0% | Added |
| Imprint Wealth LLC | 8,337 | $1.49M | 1.20% | +16+0.2% | Added |
| McRae Capital Management Inc | 8,335 | $1.49M | 0.37% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,330 | $1.49M | 0.48% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 8,317 | $1.49M | 0.04% | +285+3.5% | Added |
| OV Management LLC | 8,300 | $1.49M | 1.23% | +8,300 | New |
| Oxbow Advisors, LLC | 8,275 | $1.48M | 0.22% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,268 | $1.48M | 0.07% | +382+4.8% | Added |
| Arrow Financial Corp | 8,244 | $1.48M | 0.15% | 00.0% | Unchanged |
| Balentine LLC | 8,233 | $1.47M | 0.05% | +1,580+23.7% | Added |
| Level Four Advisory Services, LLC | 8,227 | $1.47M | 0.08% | +459+5.9% | Added |
| O'Brien Greene & Co. Inc | 8,200 | $1.47M | 0.52% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 7,921 | $1.47M | 0.55% | +455+6.1% | Added |
| V-Square Quantitative Management LLC | 8,195 | $1.47M | 0.35% | +3,614+78.9% | Added |
| Capital International Inc | 8,185 | $1.47M | 0.02% | +6,411+361.4% | Added |
| Chicago Partners Investment Group LLC | 7,927 | $1.46M | 0.07% | −207−2.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 8,070 | $1.45M | 1.18% | −4,400−35.3% | Reduced |
| Fayez Sarofim & Co | 7,637 | $1.44M | 0.00% | −20.0% | Reduced |
| Sage Investment Advisers LLC | 8,044 | $1.44M | 1.75% | 00.0% | Unchanged |
| WBH Advisory Inc | 7,997 | $1.43M | 0.16% | −111−1.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 7,974 | $1.43M | 0.21% | −598−7.0% | Reduced |
| Herold Advisors, Inc. | 7,946 | $1.42M | 0.39% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 7,942 | $1.42M | 0.66% | +98+1.2% | Added |
| Quadrant Capital Group LLC | 7,924 | $1.42M | 0.12% | +2,084+35.7% | Added |
| RSM US Wealth Management LLC | 7,907 | $1.42M | 0.04% | +2,767+53.8% | Added |
| Alta Capital Management LLC | 7,825 | $1.40M | 0.09% | +7,825 | New |
| Pegasus Partners Ltd. | 7,791 | $1.40M | 0.16% | −688−8.1% | Reduced |
| Sterling Investment Management, Inc. | 7,758 | $1.39M | 1.02% | −143−1.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,745 | $1.39M | 0.02% | +82+1.1% | Added |
| First Manhattan Co | 7,686 | $1.38M | 0.00% | +501+7.0% | Added |
| Prospera Financial Services Inc | 7,613 | $1.36M | 0.05% | −341−4.3% | Reduced |
| Northwest Bancshares, Inc. | 7,608 | $1.36M | 0.25% | −166−2.1% | Reduced |
| United Capital Management of KS, Inc. | 7,605 | $1.36M | 0.41% | −130−1.7% | Reduced |
| Boston Financial Mangement LLC | 7,565 | $1.35M | 0.05% | −318−4.0% | Reduced |
| Americana Partners, LLC | 7,544 | $1.35M | 0.13% | −4,050−34.9% | Reduced |
| Mystic Asset Management, Inc. | 7,500 | $1.34M | 0.64% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 7,495 | $1.34M | 0.25% | −401−5.1% | Reduced |
| LMG Wealth Partners, LLC | 7,435 | $1.33M | 0.37% | +657+9.7% | Added |
| AdvisorNet Financial, Inc | 7,387 | $1.32M | 0.12% | +176+2.4% | Added |
| West Family Investments, Inc. | 7,377 | $1.32M | 0.45% | +38+0.5% | Added |
| Prairie Sky Financial Group LLC | 7,370 | $1.32M | 0.86% | +20.0% | Added |
| FRG Family Wealth Advisors LLC | 7,332 | $1.31M | 0.27% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,312 | $1.31M | 0.04% | −517−6.6% | Reduced |
| Vident Advisory, LLC | 7,243 | $1.30M | 0.03% | +1,069+17.3% | Added |
| Consolidated Portfolio Review Corp | 7,217 | $1.29M | 0.30% | −22−0.3% | Reduced |
| Alaska Permanent Fund Corp | 7,158 | $1.28M | 0.02% | +7,158 | New |
| Evercore Wealth Management, LLC | 7,131 | $1.28M | 0.02% | +26+0.4% | Added |
| Quaero Capital S.A. | 7,100 | $1.27M | 1.32% | 00.0% | Unchanged |
| Veracity Capital LLC | 7,052 | $1.26M | 0.51% | +7,052 | New |
| Jaffetilchin Investment Partners, LLC | 7,039 | $1.26M | 0.12% | −76−1.1% | Reduced |
| Merit Financial Group, LLC | 7,030 | $1.26M | 0.04% | +397+6.0% | Added |
| Nations Financial Group Inc, | 6,986 | $1.25M | 0.12% | −71−1.0% | Reduced |
| Stiles Financial Services Inc | 6,955 | $1.25M | 0.57% | −77−1.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,944 | $1.24M | 0.13% | −6,628−48.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,901 | $1.24M | 0.15% | −344−4.7% | Reduced |
| Rogco, LP | 6,885 | $1.23M | 0.54% | −27−0.4% | Reduced |
| Legacy Bridge, LLC | 6,840 | $1.23M | 0.79% | −35−0.5% | Reduced |
| Counterweight Ventures, LLC | 6,819 | $1.22M | 1.11% | +6,819 | New |
| Baker Ellis Asset Management LLC | 6,803 | $1.22M | 0.20% | −92−1.3% | Reduced |
| Panagora Asset Management Inc | 6,794 | $1.22M | 0.01% | −617−8.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,781 | $1.21M | 0.09% | −114−1.7% | Reduced |
| Commonwealth Retirement Investments LLC | 6,741 | $1.21M | 0.64% | +79+1.2% | Added |
| Checchi Capital Advisers, LLC | 6,724 | $1.20M | 0.10% | +185+2.8% | Added |
| GPS Wealth Strategies Group, LLC | 6,719 | $1.20M | 0.22% | −25−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,647 | $1.19M | 0.11% | +18+0.3% | Added |
| Oppenheimer Asset Management Inc. | 6,634 | $1.19M | 0.02% | −173−2.5% | Reduced |
| BayBridge Capital Group, LLC | 6,516 | $1.18M | 1.10% | +6,516 | New |
| Wolverine Trading, LLC | 6,589 | $1.18M | 0.01% | +3,242+96.9% | Added |
| Resources Investment Advisors, LLC. | 6,576 | $1.18M | 0.02% | +1,696+34.8% | Added |
| Western Wealth Management, LLC | 6,573 | $1.18M | 0.08% | +35+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,536 | $1.17M | 0.05% | −145−2.2% | Reduced |
| Proequities, Inc. | 6,526 | $1.17M | 0.08% | −149−2.2% | Reduced |
| McDaniel Terry & Co | 6,500 | $1.16M | 0.11% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 6,484 | $1.16M | 0.00% | −188−2.8% | Reduced |
| VeraBank, N.A. | 6,429 | $1.15M | 0.39% | +89+1.4% | Added |
| New England Research & Management, Inc. | 6,425 | $1.15M | 0.61% | −200−3.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.15M | 0.14% | 00.0% | Unchanged |
| Graypoint LLC | 6,405 | $1.15M | 0.09% | +386+6.4% | Added |
| Brevan Howard Capital Management LP | 6,393 | $1.14M | 0.12% | +6,393 | New |
| Boyar Asset Management Inc. | 6,361 | $1.14M | 0.86% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,354 | $1.14M | 0.04% | −7,038−52.6% | Reduced |
| Quadcap Wealth Management, LLC | 6,349 | $1.14M | 0.29% | +6,349 | New |
| Independence Bank of Kentucky | 6,335 | $1.13M | 0.40% | +2,200+53.2% | Added |
| Catalyst Capital Advisors LLC | 6,326 | $1.13M | 0.03% | −321−4.8% | Reduced |
| Birch Hill Investment Advisors LLC | 6,321 | $1.13M | 0.06% | +332+5.5% | Added |
| Ameritas Advisory Services, LLC | 6,088 | $1.13M | 0.06% | −1,654−21.4% | Reduced |
| Unique Wealth, LLC | 6,288 | $1.13M | 0.36% | +34+0.5% | Added |
| IVC Wealth Advisors LLC | 6,239 | $1.12M | 0.69% | −72−1.1% | Reduced |
| Arkadios Wealth Advisors | 6,239 | $1.12M | 0.09% | +105+1.7% | Added |
| Quest Partners LLC | 6,161 | $1.10M | 0.23% | +6,161 | New |
| Confluence Wealth Services, Inc. | 6,156 | $1.10M | 0.12% | +147+2.4% | Added |
| Franklin Street Advisors Inc | 6,155 | $1.10M | 0.09% | −747−10.8% | Reduced |
| Wedgewood Investors Inc | 6,150 | $1.10M | 1.37% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 6,138 | $1.10M | 0.13% | +179+3.0% | Added |