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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, Q4 2023

Institutional positions in GFL Environmental Inc. as of Dec 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
211
+6 vs. Q3 2023
Shares held
248.3M
+6.70M (+2.8%) vs. Q3 2023
Total value
$8.20B
+$855.6M (+11.6%) vs. Q3 2023
New holders
35
83 more added
Sold out
29
72 more reduced

Compare with Q3 2023: 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 holdersQ4 2023: 211 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 heldQ4 2023: $8.20B
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, Q4 2023

Shares, value and share of portfolio for each institution holding GFL Environmental Inc.; share changes are against Q3 2023.

Institutions holding GFL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fred Alger Management, LLC5,983,275$206.5M1.11%−67,678−1.1%Reduced
Clarkston Capital Partners, LLC6,152,330$212.3M3.94%+2,229,823+56.8%Added
Morgan Stanley6,679,170$230.5M0.02%+1,218,517+22.3%Added
Vanguard Group Inc7,231,470$249.6M0.01%+77,156+1.1%Added
Nordea Investment Management AB7,384,983$256.3M0.33%+1,053,530+16.6%Added
Pictet Asset Management Holding SA9,657,781$334.8M0.37%+4,230,744+78.0%Added
Massachusetts Financial Services Co13,022,382$449.4M0.15%+478,412+3.8%Added
Capital Research Global Investors16,915,703$583.8M0.14%+2,365,355+16.3%Added
FMR LLC19,531,479$673.8M0.05%−4,586,238−19.0%Reduced
BC Partners Advisors L.P.48,476,038$1.30B98.55%00.0%Unchanged
Ontario Teachers Pension Plan Board39,351,843$1.36B13.55%00.0%Unchanged
Gladstone Capital Management LLP0$00.00%−1,772,906−100.0%Sold out
Samlyn Capital, LLC0$00.00%−734,169−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−446,656−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−400,000−100.0%Sold out
Voya Investment Management LLC0$00.00%−342,726−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−240,100−100.0%Sold out
Triasima Portfolio Management inc.0$00.00%−203,330−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−53,855−100.0%Sold out
Trexquant Investment LP0$00.00%−38,480−100.0%Sold out
Cinctive Capital Management LP0$00.00%−28,197−100.0%Sold out
Magnetar Financial LLC0$00.00%−27,791−100.0%Sold out
Andra AP-fonden0$00.00%−17,100−100.0%Sold out
Squarepoint Ops LLC0$00.00%−20,942−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−16,073−100.0%Sold out
Quantbot Technologies LP0$00.00%−14,625−100.0%Sold out
MQS Management LLC0$00.00%−14,075−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−10,769−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−10,333−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−7,642−100.0%Sold out
Jump Financial, LLC0$00.00%−7,371−100.0%Sold out
JustInvest LLC0$00.00%−7,069−100.0%Sold out
Walleye Trading LLC0$00.00%−6,983−100.0%Sold out
First Hawaiian Bank0$00.00%−6,939−100.0%Sold out
Twin Tree Management, LP0$00.00%−421−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−50−100.0%Sold out
Spire Wealth Management0$00.00%−32−100.0%Sold out
TSFG, LLC0$00.00%−16−100.0%Sold out
Rhumbline Advisers0$00.00%−25−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−11−100.0%Sold out