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 2026
Institutional positions in Casella Waste Systems Inc as of Mar 31, 2026. 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
- 407
- +22 vs. Q4 2025
- Shares held
- 74.6M
- +4.49M (+6.4%) vs. Q4 2025
- Total value
- $5.92B
- −$947.5M (−13.8%) vs. Q4 2025
- New holders
- 69
- 127 more added
- Sold out
- 47
- 156 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2026
Shares, value and share of portfolio for each institution holding Casella Waste Systems Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 1 | $79 | 0.00% | −3−75.0% | Reduced |
| Signature Equity Partners, LLC | 1 | $79 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $79 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $79 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $102 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $238 | 0.00% | −9−75.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $238 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $239 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $239 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $317 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $318 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5 | $397 | 0.00% | +5 | New |
| MidFirst Bank | 6 | $476 | 0.00% | −2,184−99.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $477 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $477 | 0.00% | +1+20.0% | Added |
| Advocate Investing Services LLC | 7 | $555 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $555 | 0.00% | +3+75.0% | Added |
| Westfuller Advisors, LLC | 9 | $705 | 0.00% | −6−40.0% | Reduced |
| Kilter Group LLC | 9 | $715 | 0.00% | −5−35.7% | Reduced |
| JPL Wealth Management, LLC | 10 | $794 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 12 | $953 | 0.00% | −22−64.7% | Reduced |
| Wolff Wiese Magana LLC | 14 | $1.11K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 14 | $1.11K | 0.00% | +14 | New |
| Montag A & Associates Inc | 14 | $1.12K | 0.00% | +2+16.7% | Added |
| IFP Advisors, Inc | 15 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 17 | $1.35K | 0.00% | −30−63.8% | Reduced |
| Assetmark, Inc | 19 | $1.51K | 0.00% | −110−85.3% | Reduced |
| Washington Trust Advisors, Inc. | 21 | $1.63K | 0.00% | −30−58.8% | Reduced |
| TD Capital Management LLC | 24 | $1.90K | 0.00% | +24 | New |
| Northwestern Mutual Wealth Management Co | 25 | $1.98K | 0.00% | +25 | New |
| Quarry LP | 27 | $2.14K | 0.00% | +4+17.4% | Added |
| Farmers & Merchants Investments Inc | 27 | $2.14K | 0.00% | +17+170.0% | Added |
| JFS Wealth Advisors, LLC | 27 | $2.14K | 0.00% | −5−15.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 30 | $2.38K | 0.00% | +12+66.7% | Added |
| Rossby Financial, LCC | 34 | $2.77K | 0.00% | +33+3,300.0% | Added |
| Fortitude Family Office, LLC | 37 | $2.94K | 0.00% | −55−59.8% | Reduced |
| Manchester Capital Management LLC | 37 | $2.94K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 38 | $3.02K | 0.00% | +29+322.2% | Added |
| Owl Creek Wealth Partners LLC | 40 | $3.17K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 44 | $3.49K | 0.00% | +20+83.3% | Added |
| Bogart Wealth, LLC | 45 | $3.57K | 0.00% | +24+114.3% | Added |
| High Note Wealth, LLC | 45 | $3.57K | 0.00% | +45 | New |
| Central Trust Co | 46 | $3.65K | 0.00% | −32−41.0% | Reduced |
| Crewe Advisors LLC | 52 | $4.13K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 57 | $4.52K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 59 | $4.68K | 0.00% | −65−52.4% | Reduced |
| CVA Family Office, LLC | 61 | $4.84K | 0.00% | +55+916.7% | Added |
| JNBA Financial Advisors | 68 | $5.40K | 0.00% | +68 | New |
| Atlantic Trust, LLC | 78 | $6.19K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 107 | $8.49K | 0.00% | −243−69.4% | Reduced |
| TD Private Client Wealth LLC | 110 | $8.73K | 0.00% | −42−27.6% | Reduced |
| WPG Advisers, LLC | 114 | $9.04K | 0.01% | −72−38.7% | Reduced |
| Richardson Capital Management LLC | 115 | $9.12K | 0.00% | +35+43.8% | Added |
| Salomon & Ludwin, LLC | 107 | $9.33K | 0.00% | −623−85.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 115 | $9.92K | 0.00% | +35+43.8% | Added |
| Massmutual Trust Co FSB | 128 | $10.2K | 0.00% | −30−19.0% | Reduced |
| Bare Financial Services, Inc | 130 | $10.3K | 0.00% | +130 | New |
| HHM Wealth Advisors, LLC | 134 | $10.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 138 | $10.9K | 0.00% | +28+25.5% | Added |
| Key Financial Inc | 148 | $11.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 151 | $12.0K | 0.00% | +151 | New |
| Millstone Evans Group, LLC | 155 | $12.3K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 172 | $13.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 198 | $15.7K | 0.00% | −50−20.2% | Reduced |
| Clark Wealth Partners | 198 | $15.7K | 0.01% | +198 | New |
| Clearstead Advisors, LLC | 200 | $15.9K | 0.00% | −1,908−90.5% | Reduced |
| Comprehensive Financial Planning, Inc. | 200 | $15.9K | 0.01% | +200 | New |
| First Horizon Corp | 207 | $16.4K | 0.00% | −282−57.7% | Reduced |
| Grove Bank & Trust | 218 | $17.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 209 | $18.0K | 0.00% | +209 | New |
| Umb Bank N A | 244 | $19.4K | 0.00% | +15+6.6% | Added |
| Mather Group, LLC. | 256 | $20.3K | 0.00% | +256 | New |
| MAI Capital Management | 259 | $20.6K | 0.00% | +61+30.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 272 | $21.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 276 | $21.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 285 | $22.6K | 0.00% | −135−32.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 298 | $23.6K | 0.01% | +49+19.7% | Added |
| Public Employees Retirement System of Ohio | 303 | $24.0K | 0.00% | −55,190−99.5% | Reduced |
| Advisory Services Network, LLC | 308 | $24.4K | 0.00% | +308 | New |
| Nomura Asset Management Co Ltd | 350 | $27.8K | 0.00% | +350 | New |
| Farther Finance Advisors, LLC | 351 | $28.6K | 0.00% | +60+20.6% | Added |
| Opal Wealth Advisors, LLC | 379 | $30.1K | 0.01% | +379 | New |
| Parkside Financial Bank & Trust | 412 | $32.7K | 0.00% | +168+68.9% | Added |
| Parallel Advisors, LLC | 422 | $33.5K | 0.00% | +4+1.0% | Added |
| EverSource Wealth Advisors, LLC | 436 | $34.6K | 0.00% | +99+29.4% | Added |
| SHP Wealth Management | 438 | $34.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 446 | $35.4K | 0.01% | +255+133.5% | Added |
| Leonteq Securities AG | 461 | $36.6K | 0.00% | −263−36.3% | Reduced |
| Hilton Head Capital Partners, LLC | 468 | $37.1K | 0.02% | +217+86.5% | Added |
| Eurizon Capital SGR S.p.A. | 475 | $37.4K | 0.00% | +240+102.1% | Added |
| Ronald Blue Trust, Inc. | 487 | $38.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 490 | $38.9K | 0.00% | −295−37.6% | Reduced |
| Smartleaf Asset Management LLC | 548 | $43.0K | 0.00% | +27+5.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 648 | $51.4K | 0.01% | −450−41.0% | Reduced |
| SRS Capital Advisors, Inc. | 698 | $55.4K | 0.00% | −892−56.1% | Reduced |
| National Bank of Canada | 702 | $55.7K | 0.00% | −169−19.4% | Reduced |