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Livermore
Livermore
ZHEN

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.

Q1 2024 vs. Q4 2023

How the institutions holding Waste Management Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of WM: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1,875291,976+130
Shares325.9M667.1K326.1M+812.3K (+0.2%)
Value$58.4B$120.0M$69.3B+$11.1B (+19.0%)

29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (220)

Institutions that held Waste Management Inc at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 220 by value.

Institutions new to WM in Q1 2024
InstitutionSharesValue% of portfolio
Sustainable Growth Advisers, LP1,410,248$300.6M1.26%
Danske Bank A/S323,494$69.0M0.22%
Mediolanum International Funds Ltd202,785$43.4M0.71%
Resona Asset Management Co.,Ltd.189,376$40.4M0.24%
Adage Capital Partners GP, L.L.C.126,762$27.0M0.05%
Pictet & Cie (Europe) SA112,870$24.1M0.63%
Concentric Capital Strategies, LP73,019$15.6M1.00%
Aquatic Capital Management LLC36,800$7.84M0.26%
Lombard Odier Asset Management (Switzerland) SA30,426$6.49M0.46%
Centiva Capital, LP30,118$6.42M0.36%
Parallax Volatility Advisers, L.P.23,848$5.08M0.14%
Bank Pictet & Cie (Asia) Ltd21,000$4.48M2.47%
Community Financial Services Group, LLC19,039$4.06M0.92%
Entropy Technologies, LP18,850$4.02M0.43%
Retireful, LLC17,696$3.77M1.57%
Liberty Wealth Management LLC17,001$3.62M0.71%
Pictet Bank & Trust Ltd17,000$3.62M3.82%
Monograph Wealth Advisors, LLC14,977$3.19M0.47%
SpiderRock Advisors, LLC14,322$3.03M0.10%
Twin Tree Management, LP13,900$2.96M0.07%
Obermeyer Wood Investment Counsel, LLLP13,686$2.92M0.17%
Adapt Wealth Advisors, LLC12,763$2.72M1.94%
Polar Asset Management Partners Inc.11,000$2.34M0.06%
Focus Financial Network, Inc.10,251$2.10M0.10%
Central Pacific Bank - Trust Division9,593$2.04M0.25%
Evoke Wealth, LLC9,509$2.03M0.06%
Point72 (DIFC) Ltd9,137$1.95M0.15%
Legacy Financial Group LLC8,882$1.89M0.38%
Diversify Advisory Services, LLC8,583$1.83M0.11%
Eventide Asset Management, LLC7,982$1.70M0.03%
Aviance Capital Partners, LLC7,300$1.56M0.23%
Kirtland Hills Capital Management, LLC6,948$1.46M1.26%
Dynasty Wealth Management, LLC6,091$1.30M0.04%
Cubist Systematic Strategies, LLC5,441$1.16M0.01%
Duality Advisers, LP5,235$1.12M0.11%
Spears Abacus Advisors LLC5,050$1.08M0.02%
Stevens Capital Management LP5,035$1.07M0.21%
Threadgill Financial, LLC4,913$1.05M0.47%
BNP Paribas4,824$1.03M0.05%
Allianz SE4,601$980.7K0.03%
Payden & Rygel Investment Group4,600$980.0K0.07%
NCP Inc.4,471$952.9K0.66%
Capital Investment Counsel, LLC4,384$934.5K0.20%
Smith, Salley & Associates4,218$899.1K0.07%
Bayesian Capital Management, LP4,195$894.2K0.09%
Tradewinds, LLC.3,992$850.9K0.75%
Grey Street Capital, LLC3,869$824.6K0.11%
Maxi Investments CY Ltd3,636$775.0K0.21%
Verdad Advisers, LP3,633$774.4K0.84%
Inceptionr LLC3,239$690.4K0.18%
Dopkins Wealth Management, LLC3,217$685.7K0.41%
Retirement Guys Formula LLC3,051$650.4K0.32%
Nomura Holdings Inc2,926$623.7K0.01%
Bright Futures Wealth Management, LLC.2,745$583.8K0.32%
Buska Wealth Management, LLC2,646$564.0K0.25%
Sanders Morris Harris LLC2,542$541.8K0.10%
Foguth Wealth Management, LLC.2,515$536.1K0.29%
Bryn Mawr Trust Co2,412$514.1K0.02%
Graham Capital Management, L.P.2,400$511.6K0.01%
CBOE Vest Financial, LLC2,398$511.1K0.01%
Formidable Asset Management, LLC2,272$484.3K0.08%
Howe & Rusling Inc2,259$481.6K0.05%
Harvest Fund Management Co., Ltd2,213$472.0K0.04%
Wiley Bros.-Aintree Capital, LLC2,072$441.6K0.06%
Dark Forest Capital Management LP2,071$441.4K0.07%
Duncan Williams Asset Management, LLC2,025$431.6K0.39%
Norden Group LLC1,959$417.6K0.08%
Catalina Capital Group, LLC1,939$413.3K0.18%
Old North State Trust, LLC1,877$400.0K0.34%
Oak Thistle LLC1,873$399.2K0.36%
Counterpoint Mutual Funds LLC1,845$393.3K0.10%
Phoenix Holdings Ltd.1,819$387.2K0.01%
Smith Chas P & Associates Pa Cpas1,746$372.2K0.02%
LRI Investments, LLC1,742$371.3K0.09%
Prairie Wealth Advisors, Inc.1,724$367.5K0.17%
Gsa Capital Partners LLP1,656$353.0K0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,627$346.8K0.04%
Crewe Advisors LLC1,569$334.4K0.04%
Avestar Capital, LLC1,556$331.7K0.04%
Mattern Capital Management, LLC1,554$331.2K0.04%
Trilogy Capital Inc.1,542$328.7K0.02%
Cynosure Management, LLC1,536$327.4K0.06%
MBB Public Markets I LLC1,522$324.4K0.02%
Fifth Third Wealth Advisors LLC1,450$309.1K0.05%
Coordinated Financial Services, Inc.1,437$306.2K0.27%
Tactive Advisors, LLC1,422$303.1K0.16%
Vicus Capital1,386$295.4K0.03%
Essex Private Wealth Management, LLC1,370$292.0K0.83%
Angeles Investment Advisors, LLC1,358$289.5K0.02%
AlTi Global, Inc.1,329$283.3K0.01%
Stratos Wealth Advisors, LLC1,325$282.6K0.02%
Mission Wealth Management, LP1,314$280.1K0.01%
GYL Financial Synergies, LLC1,312$279.7K0.02%
Berkeley Capital Partners, LLC1,301$277.4K0.08%
ISAM Funds (UK) Ltd1,269$270.5K0.15%
Resonant Capital Advisors, LLC1,231$262.4K0.02%
Paradice Investment Management LLC1,230$262.2K0.05%
Balboa Wealth Partners1,214$258.7K0.08%
RAM Investment Partners, LLC1,205$256.8K0.08%
Alliance Wealth Advisors, LLC1,202$256.2K0.08%

Sold out (90)

Institutions that held Waste Management Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WM in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Omers Administration Corp898,796$161.0M
Capital Wealth Planning, LLC482,212$86.4M
Susquehanna Portfolio Strategies, LLC223,588$40.0M
AustralianSuper Pty Ltd183,029$32.8M
La Banque Postale Asset Management SA163,013$29.2M
ExodusPoint Capital Management, LP98,316$17.6M
Cetera Advisor Networks LLC89,600$16.0M
Yaupon Capital Management LP72,000$12.9M
Clear Sky Advisers, LLC61,226$11.0M
HRT Financial LP47,286$8.47M
Willis Investment Counsel43,651$7.82M
Nicola Wealth Management Ltd.29,500$5.28M
Occudo Quantitative Strategies LP28,407$5.09M
Cetera Advisors LLC24,823$4.45M
Perigon Wealth Management, LLC21,610$3.87M
FJ Investments, LLC9,115$1.63M
Meridian Wealth Management, LLC8,854$1.59M
Consolidated Portfolio Review Corp7,217$1.29M
Wolverine Trading, LLC6,589$1.18M
Twinbeech Capital LP5,704$1.02M
New Century Financial Group, LLC5,619$1.01M
Scissortail Wealth Management, LLC5,377$996.6K
Pearl River Capital, LLC5,524$989.3K
Financial Network Wealth Management LLC5,107$914.0K
CTC Alternative Strategies, Ltd.4,798$859.3K
Arete Wealth Advisors, LLC4,227$757.0K
Retirement Planning Co of New England, Inc.4,083$731.4K
Granite Bay Wealth Management, LLC4,018$674.0K
Options Solutions, LLC3,303$591.5K
Rosenbaum Jay D.2,922$523.3K
Riverbridge Partners LLC2,500$447.8K
First Financial Bankshares Inc1,968$352.5K
Alethea Capital Management, LLC1,950$349.2K
Centric Wealth Management1,782$335.4K
Heritage Investors Management Corp1,849$331.0K
Sather Financial Group Inc1,841$329.7K
ORG Partners LLC1,770$317.2K
FDx Advisors, Inc.1,760$315.0K
Advisor Resource Council1,749$313.3K
Souders Financial Advisors1,731$310.1K
Pensionmark Financial Group, LLC1,675$300.0K
Point72 Hong Kong Ltd1,642$294.1K
Peachtree Investment Partners, LLC1,581$283.2K
Wilkinson Global Asset Management LLC1,550$277.6K
Grayhawk Investment Strategies Inc.1,549$277.4K
Financial Engines Advisors L.L.C.1,472$263.6K
3Chopt Investment Partners, LLC1,427$255.6K
Blackston Financial Advisory Group, LLC1,426$255.4K
Group One Trading, L.P.1,418$254.0K
Chapin Davis, Inc.1,361$243.8K
Glassman Wealth Services1,358$243.2K
Woodstock Corp1,351$242.0K
DRW Securities, LLC1,340$240.0K
Seven Eight Capital, LP1,332$238.6K
Maverick Capital LtdSuperinvestorMaverick Capital1,326$237.5K
Ignite Planners, LLC1,257$225.8K
Invenio Wealth Partners LLC1,257$225.2K
Atlas Private Wealth Advisors1,200$214.8K
Prelude Capital Management, LLC1,180$211.3K
Keebeck Alpha, LP1,180$211.3K
Point72 Asia (Singapore) Pte. Ltd.1,144$204.9K
Allen Capital Group, LLC1,117$200.1K
Psagot Value Holdings Ltd. / (Israel)1,000$178.0K
Resurgent Financial Advisors LLC907$162.4K
Disciplined Equity Management, Inc.900$161.2K
EdgeRock Capital LLC618$116.3K
Global Wealth Management Investment Advisory, Inc.627$112.3K
Turtle Creek Wealth Advisors, LLC548$98.1K
Thompson Siegel & Walmsley LLC500$90.0K
O'Dell Group, LLC500$89.5K
Arlington Partners LLC485$86.9K
Itau Unibanco Holding S.A.430$77.0K
LM Advisors LLC330$59.1K
AJOVista, LLC319$57.1K
Kapitalo Investimentos Ltda280$50.1K
Loomis Sayles & Co L P190$34.0K
DAGCO, Inc.166$29.7K
Point72 Europe (London) LLP105$18.8K
Focused Wealth Management, Inc102$18.3K
Northwest Financial Advisors66$11.8K
Centennial Bank61$10.9K
One River Asset Management, LLC58$10.4K
Lee Financial Co53$9.49K
Luken Investment Analytics, LLC50$8.96K
Pineridge Advisors LLC23$4.12K
Copeland Capital Management, LLC21$3.76K
Life Planning Partners, Inc9$1.61K
Long Island Wealth Management, Inc.5$1.00K
New Millennium Group LLC5$973
Clear Street Markets LLC2$0

Not filed for Q1 2024 yet (29)

Institutions that held Waste Management Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WM in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Bartlett & Co. LLC285,819$50.9M
Wade G W & Inc151,534$27.1M
Ardevora Asset Management LLP92,958$16.6M
Strategic Wealth Designers31,657$5.67M
Focus Financial Network Inc27,877$4.99M
Moreno Evelyn V19,116$3.42M
Sawtooth Solutions, LLC14,310$2.56M
DFPG Investments, LLC9,297$1.66M
Wedgewood Investors Inc6,150$1.10M
Live Oak Investment Partners–$754.9K
Cannell Peter B & Co Inc4,045$724.5K
Putnam Investments LLC2,700$483.6K
Sonen Capital LLC2,419$433.2K
Traverso Chambers Private Wealth Management, LLC2,173$389.2K
Wealthsource Partners, LLC2,112$378.3K
Golden State Equity Partners1,854$332.1K
Bridgeworth, LLC1,752$313.8K
Baystate Wealth Management LLC1,603$287.2K
Alterity Financial Group, LLC1,533$274.6K
Tilt Investment Management Holdings, PBC1,492$267.2K
Day & Ennis, LLC1,429$255.9K
Alan B. Lancz & Associates, Inc.1,300$232.8K
Maia Wealth LLC1,290$231.1K
Desjardins Global Asset Management Inc.1,164$208.5K
Nalls Sherbakoff Group, LLC839$150.3K
Strategic Investment Solutions, Inc.280$50.1K
Coppell Advisory Solutions LLC203$36.4K
Gilfoyle & Co LLC165$30.0K
Hobbs Group Advisors, LLC47$8.42K