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 2025
Institutional positions in Casella Waste Systems Inc as of Mar 31, 2025. 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
- 373
- +31 vs. Q4 2024
- Shares held
- 65.7M
- +841.2K (+1.3%) vs. Q4 2024
- Total value
- $7.36B
- +$493.4M (+7.2%) vs. Q4 2024
- New holders
- 55
- 123 more added
- Sold out
- 24
- 124 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Casella Waste Systems Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1 | $111 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1 | $112 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $112 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $222 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $223 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $227 | 0.00% | +2 | New |
| South State Corp. | 5 | $558 | 0.00% | −440−98.9% | Reduced |
| SJS Investment Consulting Inc. | 5 | $558 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $558 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $669 | 0.00% | 0 | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $670 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $781 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 8 | $893 | 0.00% | 00.0% | Unchanged |
| Amundi | 9 | $1.03K | 0.00% | +9 | New |
| S&T Bank | 12 | $1.34K | 0.00% | +12 | New |
| Assetmark, Inc | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $1.56K | 0.00% | +14 | New |
| Montag A & Associates Inc | 14 | $1.57K | 0.00% | +1+7.7% | Added |
| Bogart Wealth, LLC | 15 | $1.67K | 0.00% | −16−51.6% | Reduced |
| Stephens Consulting, LLC | 15 | $1.67K | 0.00% | +15 | New |
| Kestra Investment Management, LLC | 19 | $2.12K | 0.00% | +19 | New |
| JFS Wealth Advisors, LLC | 21 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $2.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $2.68K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 27 | $3.01K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 28 | $3.15K | 0.00% | −5−15.2% | Reduced |
| Massmutual Trust Co FSB | 31 | $3.46K | 0.00% | +31 | New |
| GPS Wealth Strategies Group, LLC | 33 | $3.68K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37 | $4.13K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 40 | $4.46K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 45 | $4.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 48 | $5.00K | 0.00% | +16+50.0% | Added |
| Northwestern Mutual Wealth Management Co | 46 | $5.13K | 0.00% | −17−27.0% | Reduced |
| Highline Wealth Partners LLC | 50 | $5.58K | 0.00% | +50 | New |
| Caitong International Asset Management Co., Ltd | 51 | $5.69K | 0.00% | −461−90.0% | Reduced |
| AdvisorNet Financial, Inc | 51 | $5.69K | 0.00% | −2−3.8% | Reduced |
| Crewe Advisors LLC | 52 | $5.80K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 61 | $6.80K | 0.00% | +61 | New |
| Carolinas Wealth Consulting LLC | 63 | $7.06K | 0.00% | +2+3.3% | Added |
| Central Trust Co | 75 | $8.36K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 80 | $8.92K | 0.01% | +80 | New |
| EverSource Wealth Advisors, LLC | 85 | $9.48K | 0.00% | +48+129.7% | Added |
| Danske Bank A/S | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $11.7K | 0.00% | +45+75.0% | Added |
| Clear Street Markets LLC | 114 | $12.7K | 0.01% | +114 | New |
| Accredited Wealth Management, LLC | 120 | $13.4K | 0.01% | +120 | New |
| Allianz SE | 122 | $13.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 124 | $14.0K | 0.01% | −152−55.1% | Reduced |
| Smartleaf Asset Management LLC | 132 | $14.6K | 0.00% | −55−29.4% | Reduced |
| HHM Wealth Advisors, LLC | 134 | $14.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 148 | $16.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 148 | $16.5K | 0.01% | +146+7,300.0% | Added |
| WPG Advisers, LLC | 152 | $16.9K | 0.02% | +48+46.2% | Added |
| Huntington National Bank | 154 | $17.2K | 0.00% | −210−57.7% | Reduced |
| Millstone Evans Group, LLC | 155 | $17.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 168 | $18.7K | 0.00% | −73−30.3% | Reduced |
| Fortitude Family Office, LLC | 186 | $20.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 198 | $22.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 201 | $22.4K | 0.00% | +7+3.6% | Added |
| Versant Capital Management, Inc | 213 | $23.8K | 0.00% | +22+11.5% | Added |
| Rise Advisors, LLC | 215 | $24.0K | 0.01% | −21−8.9% | Reduced |
| Grove Bank & Trust | 218 | $24.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 236 | $26.3K | 0.00% | +12+5.4% | Added |
| Geneos Wealth Management Inc. | 245 | $27.3K | 0.00% | +184+301.6% | Added |
| Optiver Holding B.V. | 247 | $27.5K | 0.00% | +247 | New |
| Mather Group, LLC. | 256 | $28.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 266 | $29.0K | 0.00% | +266 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 272 | $30.3K | 0.00% | 00.0% | Unchanged |
| Skylands Capital, LLC | 275 | $30.7K | 0.00% | −25−8.3% | Reduced |
| NBC Securities, Inc. | 282 | $31.0K | 0.00% | +282 | New |
| First Horizon Advisors, Inc. | 283 | $31.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 302 | $33.7K | 0.00% | −4−1.3% | Reduced |
| Quadrant Capital Group LLC | 307 | $34.2K | 0.00% | −2−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 308 | $34.3K | 0.01% | +308 | New |
| Jones Financial Companies LLLP | 368 | $40.7K | 0.00% | +50+15.7% | Added |
| Parallel Advisors, LLC | 367 | $40.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 400 | $44.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 407 | $45.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 452 | $46.9K | 0.00% | +48+11.9% | Added |
| CWM, LLC | 451 | $50.0K | 0.00% | +65+16.8% | Added |
| Ronald Blue Trust, Inc. | 494 | $55.1K | 0.00% | +42+9.3% | Added |
| Parkside Financial Bank & Trust | 497 | $55.4K | 0.01% | +25+5.3% | Added |
| Trust Co of Vermont | 575 | $64.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 597 | $66.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 724 | $80.7K | 0.01% | −3,924−84.4% | Reduced |
| St Germain D J Co Inc | 850 | $94.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 941 | $104.9K | 0.00% | +139+17.3% | Added |
| Harbor Investment Advisory, LLC | 975 | $108.7K | 0.01% | +177+22.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $111.5K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 1,037 | $119.7K | 0.00% | −109−9.5% | Reduced |
| Coldstream Capital Management Inc | 1,085 | $121.0K | 0.00% | +1,085 | New |
| GAMMA Investing LLC | 1,303 | $145.3K | 0.01% | +757+138.6% | Added |
| SRS Capital Advisors, Inc. | 1,467 | $163.6K | 0.01% | −278−15.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,495 | $166.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,549 | $172.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,663 | $185.4K | 0.00% | +547+49.0% | Added |
| Liberty One Investment Management, LLC | 1,822 | $203.2K | 0.02% | +198+12.2% | Added |