Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CWST held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.4M | $910.6M | +3.8% | 14.995% | 0.01% |
| 2 | WASATCH ADVISORS LP | 3.5M | $342.5M | +36.8% | 5.640% | 2.24% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.4M | $334.4M | +2.9% | 5.507% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | $273.7M | +0.9% | 4.508% | 0.01% |
| 5 | STATE STREET CORP | 2.5M | $244.4M | +5.5% | 4.024% | 0.00% |
| 6 | Conestoga Capital Advisors, LLC | 2.3M | $226.5M | -16.7% | 3.731% | 4.93% |
| 7 | Capital International Investors | 2.1M | $199.2M | +5.2% | 3.281% | 0.04% |
| 8 | Capital Research Global Investors | 2.0M | $196.7M | -12.9% | 3.240% | 0.03% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $159.8M | +6.0% | 2.630% | 0.01% |
| 10 | JPMORGAN CHASE & CO | 1.5M | $145.9M | +13.6% | 2.466% | 0.01% |
| 11 | Invesco Ltd. | 1.5M | $141.5M | -11.8% | 2.330% | 0.01% |
| 12 | Neuberger Berman Group LLC | 1.4M | $139.1M | +50.4% | 2.291% | 0.05% |
| 13 | EARNEST PARTNERS LLC | 1.4M | $135.7M | +23.5% | 2.235% | 0.49% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 1.3M | $125.3M | +6.6% | 2.063% | 0.02% |
| 15 | Clearbridge Investments, LLC | 1.2M | $118.3M | +6.8% | 1.948% | 0.10% |
| 16 | MORGAN STANLEY | 1.2M | $117.7M | +1.5% | 1.938% | 0.01% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $114.8M | +11.0% | 1.891% | 0.02% |
| 18 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.2M | $114.6M | -5.6% | 1.887% | 0.75% |
| 19 | Pictet Asset Management Holding SA | 1.1M | $102.0M | +13.8% | 1.681% | 0.10% |
| 20 | BAMCO INC /NY/ | 965K | $93.6M | +34.4% | 1.541% | 0.14% |
| 21 | GENEVA CAPITAL MANAGEMENT LLC | 911K | $88.4M | -21.7% | 1.455% | 2.03% |
| 22 | AMERICAN CENTURY COMPANIES INC | 862K | $83.6M | +1423.9% | 1.377% | 0.04% |
| 23 | GOLDMAN SACHS GROUP INC | 827K | $80.2M | -21.3% | 1.321% | 0.01% |
| 24 | WESTFIELD CAPITAL MANAGEMENT CO LP | 813K | $78.8M | -1.2% | 1.298% | 0.26% |
| 25 | BANK OF AMERICA CORP /DE/ | 808K | $78.4M | +84.2% | 1.291% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CWST — a direct measure of their conviction.
Filings activity in CWST during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 418 | +3.5% | 123.09% | +3.97 pp | $7.17B | +26% |
| Q1 2026 | 404 | +3.6% | 119.12% | 2.69 pp | $5.70B | 22% |
| Q4 2025 | 390 | +1.8% | 121.81% | +15.64 pp | $7.27B | +21% |
| Q3 2025 | 383 | 0.5% | 106.17% | +1.54 pp | $6.01B | 17% |
| Q2 2025 | 385 | +5.5% | 104.63% | 0.28 pp | $7.25B | +1.7% |
| Q1 2025 | 365 | +7.0% | 104.91% | +0.46 pp | $7.13B | +10% |
| Q4 2024 | 341 | +0.9% | 104.45% | 6.18 pp | $6.45B | +9.4% |
| Q3 2024 | 338 | — | 110.63% | — | $5.90B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CWST stock.
Based on Q2 2026 13F filings, institutional ownership of Casella Waste Systems, Inc. stands at 123.1%, held across 418 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CWST, with approximately 9,390,112 shares worth $0.91B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CWST.
Our composite Smart Money Score for CWST is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
58 institutions opened new positions in CWST during Q2 2026, while 50 fully exited. 288 added to existing positions and 59 trimmed.
CWST institutional ownership rose by 3.97 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 42.3% of all reported 13F value in CWST, and the top 25 account for 64.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.