Who owns Casella Waste Systems (CWST)
Which tracked institutional funds hold CWST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CWST company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
160 tracked funds added or opened CWST while 61 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CWST’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CWST more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CWST divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 392 tracked filers holding CWST, 224 increased or opened the position and 190 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CWST between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- AustralianSuper Pty Ltd$26M
- P2 Capital Partners, LLC$14M
- CASTLEARK MANAGEMENT LLC$10M
- Silvant Capital Management LLC$8M
- Man Group plc$4M
- Jupiter Topco LLC$3M
Full exits 32
- T. Rowe Price Investment Management, Inc.$135M
- Woodline Partners LP$33M
- Capital World Investors$31M
- Global Alpha Capital Management Ltd.$26M
- Zimmer Partners, LP$20M
- GW&K Investment Management, LLC$18M
Largest adds
- BlackRock, Inc.$252M
- WASATCH ADVISORS LP$138M
- AMERICAN CENTURY COMPANIES INC$79M
- VANGUARD PORTFOLIO MANAGEMENT LLC$68M
- NEUBERGER BERMAN GROUP LLC$63M
- STATE STREET CORP$55M
Largest trims
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$74M
- BLAIR WILLIAM & CO/IL$6M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$6M
- Summit Creek Advisors LLC$5M
- VICTORY CAPITAL MANAGEMENT INC$5M
- GENEVA CAPITAL MANAGEMENT LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,390,112 | $911M | 13.2% | 2026-Q2 |
| WASATCH ADVISORS LP added | 3,531,594 | $342M | 5.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,448,748 | $334M | 4.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,823,033 | $274M | 4.0% | 2026-Q2 |
| STATE STREET CORP added | 2,520,170 | $244M | 3.5% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 2,336,156 | $227M | 3.3% | 2026-Q2 |
| Capital International Investors added | 2,054,399 | $199M | 2.9% | 2026-Q2 |
| Capital Research Global Investors trimmed | 2,028,646 | $197M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,647,147 | $160M | 2.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,544,116 | $146M | 2.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,459,009 | $141M | 2.0% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,434,463 | $139M | 2.0% | 2026-Q2 |
| EARNEST PARTNERS LLC added | 1,399,698 | $136M | 2.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,292,101 | $125M | 1.8% | 2026-Q2 |
| Clearbridge Investments, LLC added | 1,219,835 | $118M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,213,469 | $118M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,184,196 | $115M | 1.7% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 1,181,941 | $115M | 1.7% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 1,052,330 | $102M | 1.5% | 2026-Q2 |
| BAMCO INC /NY/ added | 965,239 | $94M | 1.4% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 911,153 | $88M | 1.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 862,452 | $84M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 826,971 | $80M | 1.2% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 812,525 | $79M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 808,261 | $78M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 803,537 | $78M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 771,245 | $75M | 1.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 739,652 | $72M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 719,450 | $70M | 1.0% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 677,461 | $64M | 0.9% | 2026-Q2 |
| BROWN ADVISORY INC added | 670,239 | $65M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 634,591 | $62M | 0.9% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 624,506 | $61M | 0.9% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 622,064 | $59M | 0.9% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 605,177 | $59M | 0.8% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 573,873 | $56M | 0.8% | 2026-Q2 |
| Select Equity Group, L.P. added | 563,031 | $55M | 0.8% | 2026-Q2 |
| SEI INVESTMENTS CO added | 557,129 | $54M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 518,503 | $50M | 0.7% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 503,732 | $49M | 0.7% | 2026-Q2 |
| LONDON CO OF VIRGINIA trimmed | 503,144 | $49M | 0.7% | 2026-Q2 |
| NORGES BANK added | 476,323 | $46M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 455,585 | $44M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 449,960 | $44M | 0.6% | 2026-Q2 |
| DF DENT & CO INC added | 446,270 | $43M | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 445,541 | $43M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 436,500 | $42M | 0.6% | 2026-Q2 |
| Granahan Investment Management, LLC added | 436,289 | $42M | 0.6% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 432,823 | $42M | 0.6% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 394,596 | $38M | 0.6% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 372,647 | $36M | 0.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 367,421 | $36M | 0.5% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 364,397 | $35M | 0.5% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 346,558 | $34M | 0.5% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 330,460 | $32M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 328,387 | $32M | 0.5% | 2026-Q2 |
| Harvey Partners, LLC added | 310,131 | $30M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 306,218 | $30M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 304,014 | $29M | 0.4% | 2026-Q2 |
| Aberdeen Group plc added | 275,899 | $27M | 0.4% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 272,908 | $26M | 0.4% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 268,340 | $26M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 267,499 | $26M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 266,768 | $26M | 0.4% | 2026-Q2 |
| AustralianSuper Pty Ltd new | 263,825 | $26M | 0.4% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 253,511 | $25M | 0.4% | 2026-Q2 |
| Tidal Investments LLC added | 232,710 | $23M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 215,136 | $21M | 0.3% | 2026-Q2 |
| Fenimore Asset Management Inc added | 191,851 | $19M | 0.3% | 2026-Q2 |
| HALLSTATT ADVISORS L.P. added | 189,527 | $18M | 0.3% | 2026-Q2 |
| Aristotle Capital Boston, LLC trimmed | 183,143 | $18M | 0.3% | 2026-Q2 |
| SG Capital Management LLC added | 175,543 | $17M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 171,981 | $17M | 0.2% | 2026-Q2 |
| Granite Investment Partners, LLC trimmed | 163,245 | $16M | 0.2% | 2026-Q2 |
| AXIOM INVESTORS LLC /DE added | 156,187 | $15M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 153,171 | $15M | 0.2% | 2026-Q2 |
| P2 Capital Partners, LLC new | 147,236 | $14M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 146,068 | $14M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 144,557 | $14M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 138,464 | $13M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 134,546 | $13M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 125,500 | $12M | 0.2% | 2026-Q2 |
| OSTERWEIS CAPITAL MANAGEMENT INC trimmed | 123,055 | $12M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 116,364 | $11M | 0.2% | 2026-Q2 |
| Ensign Peak Advisors, Inc added | 116,233 | $11M | 0.2% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 105,486 | $10M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 104,715 | $10M | 0.1% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 102,979 | $10M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 102,946 | $10M | 0.1% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC added | 100,460 | $10M | 0.1% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 99,299 | $10M | 0.1% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 99,200 | $10M | 0.1% | 2026-Q2 |
| Summit Creek Advisors LLC trimmed | 98,633 | $10M | 0.1% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 96,577 | $9M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 94,115 | $9M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 89,000 | $8M | 0.1% | 2026-Q2 |
| Catawba River Capital added | 87,655 | $8M | 0.1% | 2026-Q2 |
| Silvant Capital Management LLC new | 86,558 | $8M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 85,096 | $8M | 0.1% | 2026-Q2 |
| 4D Advisors, LLC added | 85,000 | $8M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.