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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
Point72 Asset Management, L.P.846,300$29.2M0.08%−552,601−39.5%Reduced
FIL Ltd853,725$29.4M0.03%−354,289−29.3%Reduced
Bank of Montreal841,847$29.7M0.02%+57,385+7.3%Added
Copeland Capital Management, LLC896,708$30.9M0.56%+41,161+4.8%Added
Bank of America Corp936,014$32.3M0.00%+414,590+79.5%Added
Franklin Resources Inc972,102$33.5M0.01%+70,373+7.8%Added
Goldman Sachs Group Inc974,369$33.6M0.01%−125,894−11.4%Reduced
Findlay Park Partners LLP1,034,385$35.7M0.33%+1,034,385New
Primecap Management Co1,054,200$36.4M0.03%+56,300+5.6%Added
Alberta Investment Management Corp1,121,300$38.7M0.39%+930,000+486.1%Added
Neuberger Berman Group LLC1,232,613$42.5M0.04%−214,486−14.8%Reduced
TimesSquare Capital Management, LLC1,366,656$47.1M0.69%−382,439−21.9%Reduced
Jennison Associates LLC1,377,478$47.5M0.03%+44,517+3.3%Added
Caisse de Depot Et Placement du Quebec1,461,318$50.4M0.12%−554,600−27.5%Reduced
ADW Capital Partners, L.P.1,650,000$56.9M12.55%00.0%Unchanged
Citadel Advisors LLC1,758,578$60.7M0.06%+1,068,467+154.8%Added
Marshall Wace, LLP1,964,017$67.8M0.11%+77,484+4.1%Added
American Century Companies Inc2,269,884$78.3M0.05%−2,680,535−54.1%Reduced
Norges Bank2,458,476$84.8M0.01%−17,499−0.7%Reduced
BlackRock Inc.2,541,605$87.7M0.00%+44,862+1.8%Added
Maverick Capital LtdSuperinvestorMaverick Capital2,690,397$92.8M1.80%+2,690,397New
CIBC Asset Management Inc3,207,273$110.6M0.38%+686,823+27.3%Added
Millennium Management LLC4,034,987$139.2M0.12%−793,605−16.4%Reduced
Deutsche Bank AG4,903,025$169.2M0.08%+1,061,963+27.6%Added
Fred Alger Management, LLC5,810,639$200.5M0.99%−172,636−2.9%Reduced
Clarkston Capital Partners, LLC6,157,980$212.5M3.75%+5,650+0.1%Added
Nordea Investment Management AB6,744,834$236.0M0.28%−640,149−8.7%Reduced
Morgan Stanley6,999,690$241.5M0.02%+320,520+4.8%Added
Royal Bank of Canada7,865,749$271.4M0.07%+2,354,647+42.7%Added
Vanguard Group Inc7,914,590$273.1M0.01%+683,120+9.4%Added
Pictet Asset Management Holding SA11,128,960$384.2M0.42%+1,471,179+15.2%Added
Massachusetts Financial Services Co12,858,194$443.6M0.13%−164,188−1.3%Reduced
Capital Research Global Investors19,851,514$684.9M0.15%+2,935,811+17.4%Added
FMR LLC27,803,916$958.8M0.06%+8,272,437+42.4%Added
Ontario Teachers Pension Plan Board35,357,367$1.22B11.21%−3,994,476−10.2%Reduced
Norwood Investment Partners, LP0$00.00%−646,895−100.0%Sold out
WS Portfolio Advisory, LLC0$00.00%−441,369−100.0%Sold out
Generate Investment Management Ltd0$00.00%−441,369−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−236,594−100.0%Sold out
Royce & Associates LP0$00.00%−144,762−100.0%Sold out
Retirement Systems of Alabama0$00.00%−137,782−100.0%Sold out
Scopus Asset Management, L.P.0$00.00%−75,000−100.0%Sold out
Aigen Investment Management, LP0$00.00%−24,797−100.0%Sold out
Axq Capital, LP0$00.00%−20,737−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−15,300−100.0%Sold out
Atom Investors LP0$00.00%−8,198−100.0%Sold out
Metis Global Partners, LLC0$00.00%−6,824−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−6,200−100.0%Sold out
PEAK6 Investments LLC0$00.00%−5,404−100.0%Sold out
Cutler Group LP0$00.00%−3,720−100.0%Sold out
Chilton Capital Management LLC0$00.00%−3,177−100.0%Sold out
Lynwood Capital Management Inc.0$00.00%−1,500−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−781−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−755−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−150−100.0%Sold out
Bessemer Group Inc0$00.00%−112−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−7−100.0%Sold out
Putnam Investments LLC––––Not filed
Baystate Wealth Management LLC––––Not filed