Casella Waste Systems Inc
CWST- Exchange
- Nasdaq
- Industry
- Refuse Systems
- SEC CIK
- 0000911177
In the last 90 days, Casella Waste Systems Inc insiders filed 0 open-market purchases and 3 sales; 418 institutions reported holding it in 13F filings for Q2 2026, worth $7.49B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Casella Waste Systems Inc as of Mar 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
- 267
- −3 vs. Q4 2022
- Shares held
- 50.7M
- +780.2K (+1.6%) vs. Q4 2022
- Total value
- $4.19B
- +$230.4M (+5.8%) vs. Q4 2022
- New holders
- 26
- 97 more added
- Sold out
- 29
- 89 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CWST 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 | 418 | $7.49B |
| Q1 2026 | 407 | $5.92B |
| Q4 2025 | 393 | $7.59B |
| Q3 2025 | 391 | $6.29B |
| Q2 2025 | 393 | $7.57B |
| Q1 2025 | 373 | $7.36B |
| Q4 2024 | 346 | $6.89B |
| Q3 2024 | 345 | $6.37B |
| Q2 2024 | 314 | $5.90B |
| Q1 2024 | 311 | $5.77B |
| Q4 2023 | 309 | $4.92B |
| Q3 2023 | 300 | $4.38B |
| Q2 2023 | 320 | $5.05B |
| Q1 2023 | 267 | $4.19B |
| Q4 2022 | 272 | $3.98B |
| Q3 2022 | 278 | $3.86B |
| Q2 2022 | 266 | $3.65B |
| Q1 2022 | 279 | $4.35B |
| Q4 2021 | 281 | $4.16B |
| Q3 2021 | 236 | $3.80B |
| Q2 2021 | 238 | $3.14B |
| Q1 2021 | 222 | $3.10B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Casella Waste Systems Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 4 | $0 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 1 | $83 | 0.00% | −149−99.3% | Reduced |
| Global Retirement Partners, LLC | 4 | $358 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 6 | $496 | 0.00% | −5−45.5% | Reduced |
| Institutional & Family Asset Management, LLC | 7 | $579 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $661 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $992 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.32K | 0.00% | −6−27.3% | Reduced |
| USA Financial Portformulas Corp | 21 | $1.74K | 0.00% | +21 | New |
| FinTrust Capital Advisors, LLC | 26 | $2.06K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $2.07K | 0.00% | +1+4.2% | Added |
| JFS Wealth Advisors, LLC | 26 | $2.15K | 0.00% | −1−3.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 33 | $2.73K | 0.00% | +33 | New |
| RFP Financial Group LLC | 34 | $2.81K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 65 | $5.37K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 82 | $6.78K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 90 | $7.44K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 90 | $7.44K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $8.27K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 100 | $8.27K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 104 | $8.60K | 0.00% | −2−1.9% | Reduced |
| AdvisorNet Financial, Inc | 106 | $8.76K | 0.00% | −2−1.9% | Reduced |
| Rational Advisors LLC | 108 | $8.93K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 117 | $9.66K | 0.00% | +100+588.2% | Added |
| Covestor Ltd | 124 | $10.0K | 0.01% | −1−0.8% | Reduced |
| Cohen & Steers, Inc. | 128 | $11.0K | 0.00% | +35+37.6% | Added |
| HHM Wealth Advisors, LLC | 134 | $11.1K | 0.00% | +134 | New |
| Key Financial Inc | 148 | $12.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 156 | $13.0K | 0.00% | −91−36.8% | Reduced |
| TCI Wealth Advisors, Inc. | 190 | $15.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 199 | $16.0K | 0.00% | +10+5.3% | Added |
| Cullen/Frost Bankers, Inc. | 205 | $16.9K | 0.00% | +205 | New |
| Parkside Financial Bank & Trust | 227 | $18.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 241 | $19.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 250 | $20.4K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 300 | $24.8K | 0.00% | +300 | New |
| Heritage Wealth Advisors | 326 | $26.9K | 0.00% | −402−55.2% | Reduced |
| Quadrant Capital Group LLC | 338 | $27.9K | 0.00% | −22−6.1% | Reduced |
| Signaturefd, LLC | 448 | $37.0K | 0.00% | +114+34.1% | Added |
| Skylands Capital, LLC | 500 | $41.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 542 | $44.8K | 0.01% | +505+1,364.9% | Added |
| Trust Co of Vermont | 625 | $51.7K | 0.00% | −355−36.2% | Reduced |
| Lindbrook Capital, LLC | 656 | $54.2K | 0.01% | −78−10.6% | Reduced |
| Kelly Financial Services LLC | 683 | $56.5K | 0.03% | −65−8.7% | Reduced |
| RE Advisers Corp | 793 | $65.5K | 0.00% | +102+14.8% | Added |
| Cambridge Trust Co | 900 | $74.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 931 | $77.0K | 0.01% | +187+25.1% | Added |
| South State Corp. | 1,000 | $82.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $82.7K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,052 | $87.0K | 0.00% | +52+5.2% | Added |
| Tradition Wealth Management, LLC | 1,181 | $98.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,184 | $98.0K | 0.00% | +1,082+1,060.8% | Added |
| Allworth Financial LP | 1,238 | $102.3K | 0.00% | +525+73.6% | Added |
| Nisa Investment Advisors, LLC | 1,541 | $127.0K | 0.00% | −150−8.9% | Reduced |
| Mascoma Wealth Management LLC | 1,600 | $142.4K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,760 | $145.5K | 0.07% | +1,760 | New |
| Plante Moran Financial Advisors, LLC | 1,825 | $150.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,002 | $165.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,209 | $182.6K | 0.00% | +956+76.3% | Added |
| Storebrand Asset Management AS | 2,357 | $194.8K | 0.00% | +378+19.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,397 | $198.1K | 0.00% | +60+2.6% | Added |
| Intellectus Partners, LLC | 2,500 | $206.7K | 0.07% | +2,500 | New |
| SeaCrest Wealth Management, LLC | 2,570 | $212.4K | 0.03% | −1,012−28.3% | Reduced |
| Verition Fund Management LLC | 2,594 | $214.4K | 0.00% | +2,594 | New |
| Hardy Reed LLC | 2,665 | $220.3K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,687 | $222.1K | 0.01% | −380−12.4% | Reduced |
| Bank of Montreal | 2,693 | $222.7K | 0.00% | +2,693 | New |
| Bessemer Group Inc | 2,756 | $229.0K | 0.00% | +854+44.9% | Added |
| National Bank of Canada | 2,850 | $235.3K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,872 | $237.4K | 0.00% | −165−5.4% | Reduced |
| Orion Portfolio Solutions, LLC | 2,872 | $237.4K | 0.00% | +2,872 | New |
| CIBC World Markets Inc. | 2,900 | $240.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 2,938 | $242.9K | 0.02% | +2,938 | New |
| Quantbot Technologies LP | 2,946 | $243.5K | 0.02% | +2,946 | New |
| Mackenzie Financial Corp | 3,097 | $256.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,206 | $265.0K | 0.00% | −54−1.7% | Reduced |
| Xponance, Inc. | 3,232 | $267.2K | 0.00% | −10.0% | Reduced |
| Marco Investment Management LLC | 3,450 | $285.2K | 0.03% | +100+3.0% | Added |
| Mercer Global Advisors Inc | 3,523 | $291.0K | 0.00% | +979+38.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,562 | $294.4K | 0.06% | +3,562 | New |
| Capital Wealth Alliance, LLC | 3,600 | $297.6K | 0.24% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,716 | $307.0K | 0.00% | +22+0.6% | Added |
| First Bank & Trust | 3,829 | $316.5K | 0.08% | −421−9.9% | Reduced |
| Cetera Investment Advisers | 3,876 | $320.4K | 0.00% | +12+0.3% | Added |
| Moran Wealth Management, LLC | 3,889 | $321.5K | 0.01% | −1,657−29.9% | Reduced |
| FDx Advisors, Inc. | 4,106 | $326.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,996 | $330.3K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,092 | $338.2K | 0.01% | +1,363+49.9% | Added |
| Advisory Services Network, LLC | 4,112 | $339.9K | 0.01% | −29−0.7% | Reduced |
| RMB Capital Management, LLC | 4,238 | $350.3K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,282 | $353.9K | 0.02% | +1,206+39.2% | Added |
| FORA Capital, LLC | 4,379 | $362.0K | 0.04% | +4,379 | New |
| Cetera Advisor Networks LLC | 4,621 | $382.0K | 0.00% | −131−2.8% | Reduced |
| Lindenwold Advisors | 4,661 | $385.3K | 0.24% | −5−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 4,748 | $392.0K | 0.01% | +10.0% | Added |
| STRS Ohio | 4,800 | $396.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,401 | $396.3K | 0.00% | −136−2.5% | Reduced |
| Keybank National Association | 4,929 | $407.4K | 0.00% | −1,326−21.2% | Reduced |
| Chilton Investment Co LLC | 5,000 | $413.3K | 0.01% | +5,000 | New |