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GFL Environmental Inc.

GFL
Exchange
NYSE
Industry
Refuse Systems
SEC CIK
0001780232

No open-market purchases or sales by GFL Environmental Inc. insiders were filed in the last 90 days; 327 institutions reported holding it in 13F filings for Q2 2026, worth $10.1B in total; superinvestors Maverick Capital and Soros Fund Management hold it.

13F holders, Q1 2023

Institutional positions in GFL Environmental 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
188
+10 vs. Q4 2022
Shares held
234.8M
+7.42M (+3.3%) vs. Q4 2022
Total value
$7.75B
+$1.46B (+23.2%) vs. Q4 2022
New holders
43
78 more added
Sold out
33
45 more reduced

1 institution 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 GFL 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 holdersQ1 2023: 188 institutions
Q1 2021: 128 institutionsQ2 2021: 141 institutionsQ3 2021: 138 institutionsQ4 2021: 172 institutionsQ1 2022: 174 institutionsQ2 2022: 179 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 188 institutionsQ2 2023: 220 institutionsQ3 2023: 205 institutionsQ4 2023: 211 institutionsQ1 2024: 235 institutionsQ2 2024: 254 institutionsQ3 2024: 267 institutionsQ4 2024: 287 institutionsQ1 2025: 320 institutionsQ2 2025: 311 institutionsQ3 2025: 300 institutionsQ4 2025: 329 institutionsQ1 2026: 328 institutionsQ2 2026: 327 institutions
Value heldQ1 2023: $7.75B
Q1 2021: $6.47BQ2 2021: $6.21BQ3 2021: $7.28BQ4 2021: $7.88BQ1 2022: $6.92BQ2 2022: $5.54BQ3 2022: $5.28BQ4 2022: $6.29BQ1 2023: $7.75BQ2 2023: $8.90BQ3 2023: $7.35BQ4 2023: $8.20BQ1 2024: $7.44BQ2 2024: $9.80BQ3 2024: $10.5BQ4 2024: $11.9BQ1 2025: $12.4BQ2 2025: $12.6BQ3 2025: $11.1BQ4 2025: $10.7BQ1 2026: $10.4BQ2 2026: $10.1B
Institutions holding GFL and their total value by quarter
QuarterHoldersValue
Q2 2026327$10.1B
Q1 2026328$10.4B
Q4 2025329$10.7B
Q3 2025300$11.1B
Q2 2025311$12.6B
Q1 2025320$12.4B
Q4 2024287$11.9B
Q3 2024267$10.5B
Q2 2024254$9.80B
Q1 2024235$7.44B
Q4 2023211$8.20B
Q3 2023205$7.35B
Q2 2023220$8.90B
Q1 2023188$7.75B
Q4 2022179$6.29B
Q3 2022169$5.28B
Q2 2022179$5.54B
Q1 2022174$6.92B
Q4 2021172$7.88B
Q3 2021138$7.28B
Q2 2021141$6.21B
Q1 2021128$6.47B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding GFL Environmental Inc.; share changes are against Q4 2022.

Institutions holding GFL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cruiser Capital Advisors, LLC108,267$3.73M3.26%00.0%Unchanged
Scotia Capital Inc.117,089$4.02M0.03%+2,548+2.2%Added
Barton Investment Management118,295$4.07M0.72%+118,295New
Roubaix Capital, LLC122,526$4.22M3.22%−36,584−23.0%Reduced
National Bank of Canada131,354$4.52M0.01%+374+0.3%Added
Russell Investments Group, Ltd.133,017$4.58M0.01%+63,404+91.1%Added
Hood River Capital Management LLC134,303$4.63M0.15%+55,065+69.5%Added
Great West Life Assurance Co143,065$4.91M0.01%+27,652+24.0%Added
British Columbia Investment Management Corp144,967$5.00M0.05%+20,411+16.4%Added
Cinctive Capital Management LP145,763$5.02M0.19%+61,330+72.6%Added
Barometer Capital Management Inc.109,600$5.11M1.31%+109,600New
1623 Capital LLC156,200$5.38M3.46%00.0%Unchanged
Centaurus Financial, Inc.158,107$5.45M0.44%+11,719+8.0%Added
HSBC Holdings PLC159,700$5.51M0.01%+85,370+114.9%Added
Jane Street Group, LLC160,470$5.53M0.01%+99,476+163.1%Added
Daiwa Securities Group Inc.163,803$5.64M0.04%+13,668+9.1%Added
Deutsche Bank AG173,735$5.98M0.00%+23,264+15.5%Added
Retirement Systems of Alabama175,637$6.05M0.03%+9,300+5.6%Added
Credit Suisse AG185,371$6.38M0.01%−515−0.3%Reduced
Dimensional Fund Advisors LP196,044$6.75M0.00%+2,963+1.5%Added
Kornitzer Capital Management Inc200,000$6.89M0.14%00.0%Unchanged
Bank of New York Mellon Corp200,081$6.89M0.00%+9,116+4.8%Added
Portolan Capital Management, LLC206,564$7.11M0.68%+206,564New
Schonfeld Strategic Advisors LLC214,391$7.38M0.07%−43,667−16.9%Reduced
Ci Investments Inc.227,810$7.85M0.04%+8,000+3.6%Added
TD Waterhouse Canada Inc.179,297$8.28M0.09%+5,412+3.1%Added
PCJ Investment Counsel Ltd.244,180$8.41M3.33%+52,650+27.5%Added
Adage Capital Partners GP, L.L.C.250,000$8.61M0.02%+250,000New
Bank of Nova Scotia260,925$9.00M0.03%+1,645+0.6%Added
CIBC World Markets Inc.263,043$9.07M0.03%+1,430+0.5%Added
Forge First Asset Management Inc.268,492$9.23M4.17%−46,508−14.8%Reduced
Northwest & Ethical Investments L.P.276,401$9.53M0.32%−26,894−8.9%Reduced
Schwartz Investment Counsel Inc280,596$9.66M0.42%+29,700+11.8%Added
Addenda Capital Inc.216,710$10.1M0.42%+216,710New
Canada Pension Plan Investment Board317,359$10.9M0.02%+150,150+89.8%Added
SEI Investments Co317,403$10.9M0.02%+123,898+64.0%Added
Hudson Bay Capital Management LP350,000$12.1M0.13%+59,000+20.3%Added
Royce & Associates LP355,290$12.2M0.12%−149,920−29.7%Reduced
Vestcor Inc355,900$12.3M0.45%−43,800−11.0%Reduced
Public Sector Pension Investment Board365,668$12.6M0.09%+31,796+9.5%Added
Bank of America Corp405,951$14.0M0.00%+116,437+40.2%Added
Interval Partners, LP427,543$14.7M0.83%+427,543New
Sumitomo Mitsui Trust Holdings, Inc.455,320$15.7M0.01%−4,909−1.1%Reduced
Raymond James & Associates461,409$15.9M0.01%+163,552+54.9%Added
Voya Investment Management LLC536,992$18.5M0.02%+536,992New
Norwood Investment Partners, LP538,219$18.5M12.78%+28,219+5.5%Added
Geode Capital Management, LLC573,624$19.6M0.00%+21,557+3.9%Added
HRT Financial LP575,793$19.8M0.24%+575,793New
Legal & General Group Plc579,732$20.0M0.01%+16,223+2.9%Added
JPMorgan Chase & Co646,716$22.3M0.00%+84,237+15.0%Added
Intact Investment Management Inc.664,770$22.9M0.94%−56,280−7.8%Reduced
Swiss National Bank731,300$25.2M0.02%−36,500−4.8%Reduced
FIL Ltd743,782$25.6M0.03%−300,112−28.7%Reduced
Marshall Wace, LLP759,104$26.1M0.06%+759,104New
Man Group plc–$29.5M0.11%––
Copeland Capital Management, LLC857,313$29.5M0.69%+16,113+1.9%Added
Primecap Management Co937,500$32.3M0.03%+206,300+28.2%Added
TD Asset Management Inc963,395$33.2M0.04%+15,052+1.6%Added
Bank of Montreal989,509$34.1M0.02%+268,835+37.3%Added
Goldman Sachs Group Inc1,108,391$38.2M0.01%+617,539+125.8%Added
Caisse de Depot Et Placement du Quebec1,135,322$39.1M0.11%+1,135,322New
Gladstone Capital Management LLP1,147,800$39.5M5.03%+1,147,800New
New York State Common Retirement Fund1,560,400$53.7M0.07%+305,900+24.4%Added
ADW Capital Partners, L.P.1,650,000$56.8M18.67%+673,112+68.9%Added
TimesSquare Capital Management, LLC1,685,970$58.1M0.85%+1,214,970+258.0%Added
Connor, Clark & Lunn Investment Management Ltd.1,714,076$59.1M0.32%−33,621−1.9%Reduced
Neuberger Berman Group LLC1,856,440$63.9M0.06%−154,825−7.7%Reduced
Mackenzie Financial Corp2,213,529$76.3M0.12%+545,948+32.7%Added
Manufacturers Life Insurance Company, The2,238,624$77.1M0.04%−239,388−9.7%Reduced
Jennison Associates LLC2,299,136$79.2M0.07%−273,610−10.6%Reduced
CIBC Asset Management Inc2,309,817$79.6M0.32%+41,865+1.8%Added
Capital Research Global Investors2,485,774$85.6M0.02%+885,774+55.4%Added
Franklin Resources Inc2,737,918$94.3M0.05%+164,503+6.4%Added
Samlyn Capital, LLC2,811,787$96.8M1.78%−1,589,938−36.1%Reduced
BlackRock Inc.3,324,311$114.5M0.00%−930,303−21.9%Reduced
Fred Alger Management, LLC3,577,656$123.2M0.66%+3,577,656New
Clarkston Capital Partners, LLC3,731,477$128.5M2.40%+406,581+12.2%Added
American Century Companies Inc3,986,346$137.3M0.11%−34,661−0.9%Reduced
Vanguard Group Inc5,301,748$182.6M0.00%+37,783+0.7%Added
Pictet Asset Management SA5,413,153$186.4M0.23%−1,040,841−16.1%Reduced
Norges Bank5,872,663$202.3M0.04%−30,794−0.5%Reduced
Nordea Investment Management AB6,290,004$218.6M0.32%−41,283−0.7%Reduced
Royal Bank of Canada6,654,435$229.2M0.07%+887,970+15.4%Added
Morgan Stanley8,225,097$283.3M0.03%−402,197−4.7%Reduced
Massachusetts Financial Services Co8,398,013$289.2M0.10%+332,799+4.1%Added
FMR LLC25,230,594$869.8M0.08%+8,355,067+49.5%Added
BC Partners Advisors L.P.53,784,167$1.48B11.24%00.0%Unchanged
Ontario Teachers Pension Plan Board43,660,872$1.51B15.52%00.0%Unchanged
Wellington Management Group LLP0$00.00%−2,269,975−100.0%Sold out
Suvretta Capital Management, LLC0$00.00%−753,818−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−623,462−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−611,764−100.0%Sold out
Truist Financial Corp0$00.00%−565,965−100.0%Sold out
Verde Servicos Internacionais S.A.0$00.00%−531,718−100.0%Sold out
Yaupon Capital Management LP0$00.00%−418,885−100.0%Sold out
Verition Fund Management LLC0$00.00%−377,993−100.0%Sold out
Renaissance Technologies LLC0$00.00%−317,347−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−192,127−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−190,000−100.0%Sold out
Moore Capital Management, LP0$00.00%−112,772−100.0%Sold out