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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 2024

Institutional positions in GFL Environmental Inc. as of Mar 31, 2024. 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
235
+26 vs. Q4 2023
Shares held
263.8M
+15.5M (+6.3%) vs. Q4 2023
Total value
$7.44B
−$764.6M (−9.3%) vs. Q4 2023
New holders
48
99 more added
Sold out
22
63 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 235 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 2024: $7.44B
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 2024

Shares, value and share of portfolio for each institution holding GFL Environmental Inc.; share changes are against Q4 2023.

Institutions holding GFL in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ontario Teachers Pension Plan Board35,357,367$1.22B11.21%−3,994,476−10.2%Reduced
FMR LLC27,803,916$958.8M0.06%+8,272,437+42.4%Added
Capital Research Global Investors19,851,514$684.9M0.15%+2,935,811+17.4%Added
Massachusetts Financial Services Co12,858,194$443.6M0.13%−164,188−1.3%Reduced
Pictet Asset Management Holding SA11,128,960$384.2M0.42%+1,471,179+15.2%Added
Vanguard Group Inc7,914,590$273.1M0.01%+683,120+9.4%Added
Royal Bank of Canada7,865,749$271.4M0.07%+2,354,647+42.7%Added
Morgan Stanley6,999,690$241.5M0.02%+320,520+4.8%Added
Nordea Investment Management AB6,744,834$236.0M0.28%−640,149−8.7%Reduced
Clarkston Capital Partners, LLC6,157,980$212.5M3.75%+5,650+0.1%Added
Fred Alger Management, LLC5,810,639$200.5M0.99%−172,636−2.9%Reduced
Deutsche Bank AG4,903,025$169.2M0.08%+1,061,963+27.6%Added
Millennium Management LLC4,034,987$139.2M0.12%−793,605−16.4%Reduced
CIBC Asset Management Inc3,207,273$110.6M0.38%+686,823+27.3%Added
Maverick Capital LtdSuperinvestorMaverick Capital2,690,397$92.8M1.80%+2,690,397New
BlackRock Inc.2,541,605$87.7M0.00%+44,862+1.8%Added
Norges Bank2,458,476$84.8M0.01%−17,499−0.7%Reduced
American Century Companies Inc2,269,884$78.3M0.05%−2,680,535−54.1%Reduced
Marshall Wace, LLP1,964,017$67.8M0.11%+77,484+4.1%Added
Citadel Advisors LLC1,758,578$60.7M0.06%+1,068,467+154.8%Added
ADW Capital Partners, L.P.1,650,000$56.9M12.55%00.0%Unchanged
Caisse de Depot Et Placement du Quebec1,461,318$50.4M0.12%−554,600−27.5%Reduced
Jennison Associates LLC1,377,478$47.5M0.03%+44,517+3.3%Added
TimesSquare Capital Management, LLC1,366,656$47.1M0.69%−382,439−21.9%Reduced
Neuberger Berman Group LLC1,232,613$42.5M0.04%−214,486−14.8%Reduced
Alberta Investment Management Corp1,121,300$38.7M0.39%+930,000+486.1%Added
Primecap Management Co1,054,200$36.4M0.03%+56,300+5.6%Added
Findlay Park Partners LLP1,034,385$35.7M0.33%+1,034,385New
Goldman Sachs Group Inc974,369$33.6M0.01%−125,894−11.4%Reduced
Franklin Resources Inc972,102$33.5M0.01%+70,373+7.8%Added
Bank of America Corp936,014$32.3M0.00%+414,590+79.5%Added
Copeland Capital Management, LLC896,708$30.9M0.56%+41,161+4.8%Added
Bank of Montreal841,847$29.7M0.02%+57,385+7.3%Added
FIL Ltd853,725$29.4M0.03%−354,289−29.3%Reduced
Point72 Asset Management, L.P.846,300$29.2M0.08%−552,601−39.5%Reduced
Geode Capital Management, LLC849,411$29.1M0.00%+27,797+3.4%Added
1832 Asset Management L.P.801,808$27.7M0.05%−2,732−0.3%Reduced
Manufacturers Life Insurance Company, The756,050$26.1M0.02%−86,920−10.3%Reduced
TD Asset Management Inc738,887$25.5M0.02%+44,236+6.4%Added
Legal & General Group Plc667,550$23.0M0.01%+35,312+5.6%Added
JPMorgan Chase & Co658,366$22.7M0.00%+11,662+1.8%Added
Raymond James & Associates656,689$22.7M0.02%+3,988+0.6%Added
Swiss National Bank656,000$22.6M0.02%−99,300−13.1%Reduced
Alyeska Investment Group, L.P.593,988$20.5M0.13%−106,012−15.1%Reduced
Dimensional Fund Advisors LP593,711$20.5M0.01%+41,180+7.5%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management580,336$20.0M0.46%+580,336New
Forge First Asset Management Inc.573,875$19.8M6.21%+134,583+30.6%Added
Vestcor Inc554,715$19.1M0.66%+96,400+21.0%Added
Ghisallo Capital Management LLC500,000$17.3M1.97%+500,000New
Sumitomo Mitsui Trust Holdings, Inc.463,216$16.0M0.01%+14,625+3.3%Added
Kornitzer Capital Management Inc451,897$15.6M0.29%+25,000+5.9%Added
Loomis Sayles & Co L P428,452$14.8M0.02%+428,452New
CIBC World Markets Inc.415,351$14.3M0.04%+6,781+1.7%Added
Barton Investment Management407,664$14.1M1.71%+15,715+4.0%Added
Addenda Capital Inc.292,980$13.7M0.52%−12,605−4.1%Reduced
Brown Brothers Harriman & Co393,696$13.6M0.10%+112,052+39.8%Added
Northern Trust Corp391,109$13.5M0.00%+391,109New
Canada Pension Plan Investment Board383,815$13.2M0.01%+66,504+21.0%Added
Interval Partners, LP342,996$11.8M0.45%−206,168−37.5%Reduced
Woodline Partners LP330,607$11.4M0.11%+197,120+147.7%Added
Hood River Capital Management LLC319,325$11.0M0.25%+139,631+77.7%Added
Balyasny Asset Management LLC318,936$11.0M0.03%+70,171+28.2%Added
SEI Investments Co317,900$11.0M0.02%−42,611−11.8%Reduced
Nuveen Asset Management, LLC316,246$10.9M0.00%+34,265+12.2%Added
Bank of Nova Scotia312,647$10.8M0.02%−20,162−6.1%Reduced
Ci Investments Inc.312,412$10.8M0.04%+39,125+14.3%Added
Man Group plc275,629$9.51M0.03%−221,442−44.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.269,250$9.29M0.04%−16,686−5.8%Reduced
Duff & Phelps Investment Management Co256,781$8.86M0.11%+256,781New
CenterBook Partners LP254,443$8.78M0.61%+254,443New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main229,492$7.92M0.01%+86,007+59.9%Added
Agf Management Ltd226,760$7.82M0.04%−230,944−50.5%Reduced
Verde Servicos Internacionais S.A.224,915$7.76M2.89%−151,554−40.3%Reduced
BW Gestao de Investimentos Ltda.218,300$7.53M0.68%+67,000+44.3%Added
Intact Investment Management Inc.216,216$7.46M0.29%−18,500−7.9%Reduced
Credit Suisse AG211,613$7.30M0.01%−12,761−5.7%Reduced
Mackenzie Financial Corp209,777$7.24M0.01%+20,387+10.8%Added
Hudson Bay Capital Management LP208,400$7.19M0.06%−50,000−19.3%Reduced
Qube Research & Technologies Ltd203,262$7.01M0.01%+115,197+130.8%Added
Schwartz Investment Counsel Inc199,122$6.87M0.25%−34,474−14.8%Reduced
Portolan Capital Management, LLC189,386$6.53M0.50%+62,046+48.7%Added
Centaurus Financial, Inc.188,349$6.50M0.45%+13,254+7.6%Added
Huntington National Bank185,900$6.41M0.05%00.0%Unchanged
Bank of New York Mellon Corp172,512$5.95M0.00%−65,111−27.4%Reduced
Schonfeld Strategic Advisors LLC168,600$5.82M0.05%−12,900−7.1%Reduced
National Bank of Canada180,117$5.81M0.01%+17,968+11.1%Added
State of Wisconsin Investment Board159,362$5.50M0.01%00.0%Unchanged
British Columbia Investment Management Corp145,366$5.01M0.03%−18,158−11.1%Reduced
Progeny 3, Inc.144,950$5.00M0.55%+144,950New
Munro Partners144,695$4.99M0.18%+81,410+128.6%Added
Barclays PLC132,313$4.56M0.00%+115,661+694.6%Added
Roubaix Capital, LLC122,556$4.23M2.67%+12,752+11.6%Added
Brasada Capital Management, LP118,355$4.08M0.73%+30,040+34.0%Added
Van Eck Associates Corp107,907$3.72M0.01%+18,259+20.4%Added
Amundi110,117$3.64M0.00%−10,857−9.0%Reduced
Two Sigma Investments, LP104,805$3.62M0.01%+83,700+396.6%Added
Envestnet Asset Management Inc104,212$3.60M0.00%−91−0.1%Reduced
Trexquant Investment LP100,534$3.47M0.07%+100,534New
Seven Grand Managers, LLC100,000$3.45M1.69%+100,000New
Cruiser Capital Advisors, LLC99,767$3.44M5.05%−5,000−4.8%Reduced