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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 2025

Institutional positions in Casella Waste Systems Inc as of Dec 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
393
+11 vs. Q3 2025
Shares held
77.5M
+11.3M (+17.1%) vs. Q3 2025
Total value
$7.59B
+$1.32B (+21.0%) vs. Q3 2025
New holders
85
162 more added
Sold out
74
96 more reduced

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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.

Institutional holdersQ4 2025: 393 institutions
Q1 2021: 222 institutionsQ2 2021: 238 institutionsQ3 2021: 236 institutionsQ4 2021: 281 institutionsQ1 2022: 279 institutionsQ2 2022: 266 institutionsQ3 2022: 278 institutionsQ4 2022: 272 institutionsQ1 2023: 267 institutionsQ2 2023: 320 institutionsQ3 2023: 300 institutionsQ4 2023: 309 institutionsQ1 2024: 311 institutionsQ2 2024: 314 institutionsQ3 2024: 345 institutionsQ4 2024: 346 institutionsQ1 2025: 373 institutionsQ2 2025: 393 institutionsQ3 2025: 391 institutionsQ4 2025: 393 institutionsQ1 2026: 407 institutionsQ2 2026: 418 institutions
Value heldQ4 2025: $7.59B
Q1 2021: $3.10BQ2 2021: $3.14BQ3 2021: $3.80BQ4 2021: $4.16BQ1 2022: $4.35BQ2 2022: $3.65BQ3 2022: $3.86BQ4 2022: $3.98BQ1 2023: $4.19BQ2 2023: $5.05BQ3 2023: $4.38BQ4 2023: $4.92BQ1 2024: $5.77BQ2 2024: $5.90BQ3 2024: $6.37BQ4 2024: $6.89BQ1 2025: $7.36BQ2 2025: $7.57BQ3 2025: $6.29BQ4 2025: $7.59BQ1 2026: $5.92BQ2 2026: $7.49B
Institutions holding CWST and their total value by quarter
QuarterHoldersValue
Q2 2026418$7.49B
Q1 2026407$5.92B
Q4 2025393$7.59B
Q3 2025391$6.29B
Q2 2025393$7.57B
Q1 2025373$7.36B
Q4 2024346$6.89B
Q3 2024345$6.37B
Q2 2024314$5.90B
Q1 2024311$5.77B
Q4 2023309$4.92B
Q3 2023300$4.38B
Q2 2023320$5.05B
Q1 2023267$4.19B
Q4 2022272$3.98B
Q3 2022278$3.86B
Q2 2022266$3.65B
Q1 2022279$4.35B
Q4 2021281$4.16B
Q3 2021236$3.80B
Q2 2021238$3.14B
Q1 2021222$3.10B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Casella Waste Systems Inc; share changes are against Q3 2025.

Institutions holding CWST in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
4D Advisors, LLC95,000$9.30M5.10%+95,000New
Barclays PLC98,821$9.68M0.00%+8,407+9.3%Added
Gamco Investors, Inc. Et Al99,200$9.72M0.09%00.0%Unchanged
Royal Bank of Canada100,516$9.84M0.00%−154,518−60.6%Reduced
Fenimore Asset Management Inc117,493$11.5M0.24%+3,267+2.9%Added
State of Wisconsin Investment Board117,734$11.5M0.03%+3,095+2.7%Added
Atom Investors LP122,675$12.0M0.95%+122,675New
Swiss National Bank123,200$12.1M0.01%+2,100+1.7%Added
Thrivent Financial for Lutherans124,356$12.2M0.02%+18,671+17.7%Added
Wells Fargo & Company128,416$12.6M0.00%+29,223+29.5%Added
Hallstatt Advisors L.P.145,140$14.2M10.59%+145,140New
California Public Employees Retirement System157,414$15.4M0.01%−39,717−20.1%Reduced
Legal & General Group Plc157,552$15.4M0.00%+90,340+134.4%Added
WCM Investment Management, LLC156,949$15.7M0.03%−9,591−5.8%Reduced
Osterweis Capital Management Inc160,735$15.7M0.67%+37,550+30.5%Added
Rhumbline Advisers161,359$15.8M0.01%+68,258+73.3%Added
SG Capital Management LLC163,726$16.0M1.76%+72,575+79.6%Added
Toroso Investments, LLC167,075$16.4M0.07%+17,153+11.4%Added
Russell Investments Group, Ltd.169,420$16.6M0.02%−411−0.2%Reduced
Congruence Capital, LLC171,186$16.8M6.17%+171,186New
Aristotle Capital Boston, LLC172,046$16.9M0.93%−18,242−9.6%Reduced
Granite Investment Partners, LLC172,621$16.9M1.00%+6,968+4.2%Added
BNP Paribas Arbitrage, SA177,222$17.4M0.01%+164,363+1,278.2%Added
Standard Life Aberdeen plc186,992$18.3M0.03%+82,616+79.2%Added
Rockefeller Capital Management L.P.188,331$18.4M0.03%+18,985+11.2%Added
Yaupon Capital Management LP192,855$18.9M0.93%+192,855New
Harvey Partners, LLC196,142$19.2M1.72%+142+0.1%Added
Kennedy Capital Management, Inc.197,970$19.4M0.41%−7,599−3.7%Reduced
Jennison Associates LLC200,455$19.6M0.01%−134,315−40.1%Reduced
Axiom Investors LLC201,364$19.7M0.17%+82,136+68.9%Added
Credit Agricole S A209,398$20.5M0.06%+209,398New
Summit Creek Advisors LLC210,295$20.6M3.24%+130+0.1%Added
Public Sector Pension Investment Board216,300$21.2M0.07%+216,300New
GW&K Investment Management, LLC227,459$22.3M0.19%+1,002+0.4%Added
Thornburg Investment Management Inc244,037$23.9M0.30%−3,382−1.4%Reduced
Envestnet Asset Management Inc257,555$25.2M0.01%−35,156−12.0%Reduced
Granahan Investment Management Inc257,715$25.2M1.08%−56,629−18.0%Reduced
Blair William & Co279,121$27.3M0.07%+11,143+4.2%Added
Principal Financial Group Inc298,923$29.3M0.01%+294,106+6,105.6%Added
Raymond James Financial Inc304,451$29.8M0.01%+54,720+21.9%Added
UBS Asset Management Americas Inc311,053$30.5M0.01%+62,140+25.0%Added
Boston Trust Walden Corp311,665$30.5M0.23%+311,665New
Global Alpha Capital Management Ltd.328,332$32.2M1.96%−245,633−42.8%Reduced
DF Dent & Co Inc343,498$33.6M0.48%+66,893+24.2%Added
Ranger Investment Management, L.P.344,234$33.7M2.31%−1,786−0.5%Reduced
Price T Rowe Associates Inc355,623$34.8M0.00%−109,000−23.5%Reduced
Comerica Bank368,287$36.1M0.14%−182,270−33.1%Reduced
Select Equity Group, L.P.374,229$36.7M0.17%+61,449+19.6%Added
Franklin Resources Inc388,363$38.0M0.01%+3,435+0.9%Added
Norges Bank401,703$39.3M0.00%+401,703New
Bank of New York Mellon Corp408,188$40.0M0.01%+154,494+60.9%Added
Segall Bryant & Hamill, LLC436,403$42.7M0.58%+34,430+8.6%Added
Bamco Inc446,242$43.7M0.12%+446,242New
Fred Alger Management, LLC448,415$43.9M0.17%−113,435−20.2%Reduced
Citadel Advisors LLC464,772$45.5M0.03%+399,971+617.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.501,096$49.1M0.06%+143,976+40.3%Added
Nuveen, LLC532,143$52.1M0.01%+39,137+7.9%Added
London Co of Virginia547,044$53.6M0.31%−78,384−12.5%Reduced
SEI Investments Co558,165$54.7M0.05%+42,320+8.2%Added
TimesSquare Capital Management, LLC597,810$58.5M0.88%−11,365−1.9%Reduced
Bank of America Corp615,095$60.2M0.00%+261,346+73.9%Added
Loomis Sayles & Co L P651,263$63.8M0.08%−45,277−6.5%Reduced
Brown Advisory Inc662,629$64.9M0.09%−54,400−7.6%Reduced
Charles Schwab Investment Management Inc672,756$65.9M0.01%+59,061+9.6%Added
Voya Investment Management LLC686,511$67.2M0.07%+150,135+28.0%Added
Allspring Global Investments Holdings, LLC699,620$69.0M0.11%−14,209−2.0%Reduced
Northern Trust Corp709,873$69.5M0.01%+19,664+2.8%Added
Clearbridge Investments, LLC750,859$73.5M0.06%+430,822+134.6%Added
Ameriprise Financial Inc764,056$74.8M0.02%−302,552−28.4%Reduced
UBS Group AG841,897$82.5M0.02%+730,128+653.2%Added
Goldman Sachs Group Inc899,385$88.1M0.01%+12,810+1.4%Added
Nomura Asset Management International Inc.943,149$92.4M0.14%+943,149New
Pictet Asset Management Holding SA990,651$97.0M0.09%+981,617+10,865.8%Added
Dimensional Fund Advisors LP1,035,661$101.4M0.02%+85,008+8.9%Added
Neuberger Berman Group LLC1,045,409$102.4M0.08%+111,045+11.9%Added
Earnest Partners LLC1,162,557$113.9M0.49%−32,646−2.7%Reduced
Geneva Capital Management LLC1,265,324$123.9M2.33%+8,909+0.7%Added
Wellington Management Group LLP1,307,249$128.0M0.02%−83,386−6.0%Reduced
Silvercrest Asset Management Group LLC1,348,555$132.1M0.91%+106,906+8.6%Added
Morgan Stanley1,362,854$133.5M0.01%+521,088+61.9%Added
JPMorgan Chase & Co1,462,770$143.3M0.01%−193,443−11.7%Reduced
William Blair Investment Management, LLC1,468,206$143.8M0.40%−341,661−18.9%Reduced
Geode Capital Management, LLC1,538,803$150.7M0.01%+5,510+0.4%Added
Westfield Capital Management Co LP1,665,226$163.1M0.68%+17,319+1.1%Added
T. Rowe Price Investment Management, Inc.1,707,723$167.3M0.11%+5240.0%Added
Capital International Investors1,998,409$195.7M0.03%+41,447+2.1%Added
State Street Corp2,306,780$225.9M0.01%+871,761+60.7%Added
Capital Research Global Investors2,488,034$243.7M0.04%+477,216+23.7%Added
Invesco Ltd.2,703,855$264.8M0.02%+300,102+12.5%Added
Conestoga Capital Advisors, LLC2,777,327$272.0M4.58%−98,734−3.4%Reduced
Wasatch Advisors Inc3,765,442$368.8M2.19%+56,914+1.5%Added
Vanguard Group Inc6,574,893$643.9M0.01%+581,310+9.7%Added
BlackRock, Inc.9,057,647$887.1M0.02%+4,491,501+98.4%Added
Macquarie Group Ltd0$00.00%−1,046,398−100.0%Sold out
Man Group plc0$00.00%−153,923−100.0%Sold out
Millennium Management LLC0$00.00%−119,691−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−112,685−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−100,000−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−92,173−100.0%Sold out
Renaissance Technologies LLC0$00.00%−68,642−100.0%Sold out