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, Q4 2024
Institutional positions in Casella Waste Systems Inc as of Dec 31, 2024. 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
- 346
- +6 vs. Q3 2024
- Shares held
- 65.1M
- +1.44M (+2.3%) vs. Q3 2024
- Total value
- $6.89B
- +$551.5M (+8.7%) vs. Q3 2024
- New holders
- 44
- 125 more added
- Sold out
- 38
- 112 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Casella Waste Systems Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 1 | $106 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $106 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $212 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $212 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $212 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $530 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $530 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $635 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $635 | 0.00% | 0 | New |
| UMA Financial Services, Inc. | 8 | $847 | 0.00% | +8 | New |
| Concord Wealth Partners | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $1.38K | 0.00% | +13 | New |
| Montag A & Associates Inc | 13 | $1.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $2.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $2.54K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 27 | $2.86K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 32 | $3.00K | 0.00% | +8+33.3% | Added |
| Bogart Wealth, LLC | 31 | $3.28K | 0.00% | +31 | New |
| Farther Finance Advisors, LLC | 33 | $3.49K | 0.00% | −41−55.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 33 | $3.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37 | $3.92K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 37 | $3.92K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 40 | $4.28K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 45 | $4.72K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 52 | $5.50K | 0.00% | −13−20.0% | Reduced |
| AdvisorNet Financial, Inc | 53 | $5.61K | 0.00% | +3+6.0% | Added |
| Rothschild Investment LLC | 60 | $6.35K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 59 | $6.36K | 0.00% | −57−49.1% | Reduced |
| Carolinas Wealth Consulting LLC | 61 | $6.44K | 0.00% | +1+1.7% | Added |
| Geneos Wealth Management Inc. | 61 | $6.45K | 0.00% | +27+79.4% | Added |
| Northwestern Mutual Wealth Management Co | 63 | $6.67K | 0.00% | −67−51.5% | Reduced |
| Central Trust Co | 75 | $7.94K | 0.00% | −25−25.0% | Reduced |
| Danske Bank A/S | 100 | $10.6K | 0.00% | −600−85.7% | Reduced |
| Pingora Partners LLC | 100 | $10.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 104 | $11.0K | 0.01% | +104 | New |
| Allianz SE | 122 | $12.9K | 0.00% | −438−78.2% | Reduced |
| HHM Wealth Advisors, LLC | 134 | $14.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 148 | $15.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 155 | $16.4K | 0.01% | +155 | New |
| Fortitude Family Office, LLC | 186 | $19.7K | 0.01% | +186 | New |
| Smartleaf Asset Management LLC | 187 | $19.7K | 0.00% | −25−11.8% | Reduced |
| Versant Capital Management, Inc | 191 | $20.2K | 0.00% | +42+28.2% | Added |
| Larson Financial Group LLC | 194 | $20.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 197 | $20.8K | 0.00% | −27−12.1% | Reduced |
| MAI Capital Management | 198 | $21.0K | 0.00% | +198 | New |
| Grove Bank & Trust | 218 | $23.1K | 0.00% | +218 | New |
| Public Employees Retirement System of Ohio | 224 | $23.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 236 | $25.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 241 | $25.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 256 | $27.1K | 0.00% | +241+1,606.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 272 | $28.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 276 | $29.0K | 0.02% | +153+124.4% | Added |
| Umb Bank N A | 275 | $29.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 283 | $29.9K | 0.00% | −21−6.9% | Reduced |
| Quarry LP | 285 | $30.2K | 0.01% | +285 | New |
| Skylands Capital, LLC | 300 | $31.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 306 | $32.4K | 0.00% | −24−7.3% | Reduced |
| Quadrant Capital Group LLC | 309 | $32.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 318 | $33.6K | 0.00% | +194+156.5% | Added |
| Huntington National Bank | 364 | $38.5K | 0.00% | +230+171.6% | Added |
| Parallel Advisors, LLC | 367 | $38.8K | 0.00% | +25+7.3% | Added |
| CWM, LLC | 386 | $41.0K | 0.00% | +40+11.6% | Added |
| Silicon Valley Capital Partners | 400 | $42.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 404 | $43.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 407 | $43.8K | 0.00% | +407 | New |
| South State Corp. | 445 | $47.1K | 0.00% | −555−55.5% | Reduced |
| Ronald Blue Trust, Inc. | 452 | $47.8K | 0.00% | −67−12.9% | Reduced |
| Parkside Financial Bank & Trust | 472 | $49.9K | 0.01% | +70+17.4% | Added |
| Caitong International Asset Management Co., Ltd | 512 | $54.2K | 0.05% | +512 | New |
| Eagle Bay Advisors LLC | 544 | $57.6K | 0.04% | +544 | New |
| GAMMA Investing LLC | 546 | $57.8K | 0.00% | +18+3.4% | Added |
| Trust Co of Vermont | 575 | $60.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 597 | $63.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 660 | $69.8K | 0.00% | −1,067−61.8% | Reduced |
| Harbor Investment Advisory, LLC | 798 | $84.4K | 0.01% | +185+30.2% | Added |
| Signaturefd, LLC | 802 | $84.9K | 0.00% | +113+16.4% | Added |
| St Germain D J Co Inc | 850 | $89.9K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $105.8K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 1,116 | $118.1K | 0.00% | −27−2.4% | Reduced |
| Allworth Financial LP | 1,146 | $123.6K | 0.00% | −70−5.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,495 | $158.2K | 0.00% | +611+69.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,549 | $163.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,600 | $169.3K | 0.04% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 1,624 | $171.8K | 0.02% | +44+2.8% | Added |
| SRS Capital Advisors, Inc. | 1,745 | $184.6K | 0.01% | +9+0.5% | Added |
| Empowered Funds, LLC | 1,904 | $201.5K | 0.00% | +1,904 | New |
| Principal Securities, Inc. | 1,979 | $209.4K | 0.00% | +196+11.0% | Added |
| GTS Securities LLC | 1,992 | $210.8K | 0.01% | +1,992 | New |
| Crestwood Advisors Group LLC | 2,020 | $213.7K | 0.00% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,086 | $220.7K | 0.58% | +2,086 | New |
| Associated Banc-Corp | 2,104 | $222.6K | 0.01% | +2,104 | New |
| Balyasny Asset Management LLC | 2,106 | $222.8K | 0.00% | −50,803−96.0% | Reduced |
| Amalgamated Bank | 2,110 | $223.0K | 0.00% | 00.0% | Unchanged |
| Summitry LLC | 2,210 | $233.8K | 0.01% | +2,210 | New |
| Private Advisor Group, LLC | 2,215 | $234.4K | 0.00% | −483−17.9% | Reduced |
| Hilltop National Bank | 2,271 | $240.3K | 0.07% | −221−8.9% | Reduced |
| State of Wyoming | 2,276 | $240.8K | 0.03% | +156+7.4% | Added |
| Moors & Cabot, Inc. | 2,364 | $250.1K | 0.01% | +2,364 | New |