WCN
Waste Connections, Inc. · Industrials · Waste Management
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +3.0% ·
net new positions -5.9%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 150 | -3 | 160.03M | $25.93B | +4 | −9 |
| Q1 2026 | 158 | +4 | 159.68M | $25.95B | +8 | −5 |
| Q4 2025 | 153 | 0 | 177.41M | $31.16B | +2 | −1 |
| Q3 2025 | 25 | +2 | 76.58M | $13.47B | +2 | −1 |
| Q2 2025 | 21 | -2 | 63.18M | $11.80B | n/a | −2 |
| Q1 2025 | 20 | +3 | 20.58M | $4.02B | +3 | n/a |
| Q4 2024 | 17 | -1 | 20.76M | $3.57B | n/a | −1 |
| Q3 2024 | 17 | +1 | 18.38M | $3.29B | +2 | −1 |
| Q2 2024 | 16 | n/a | 17.27M | $3.03B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 5.74M | +2.7% | $984.21M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Norges Bank ✦ (passive) | 4.01M | -1.1% | $687.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 3.98M | +8.4% | $683.43M | 0.1% | ▲ Add | 3 | SEC ↗ ×9 |
| 4 | Gates Foundation Trust ✦ | 2.15M | 0.0% | $368.76M | 0.9% | Held | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 1.76M | n/a | $302.71M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 972.95K | -14.7% | $166.94M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 647.73K | +239.8% | $115.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Millennium Management ✦ | 512.22K | -25.7% | $87.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 254.76K | +22.1% | $43.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 208.82K | +237.1% | $35.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 195.91K | +35.7% | $33.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 130.79K | +83.5% | $22.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | GAMCO Investors ✦ | 104.01K | -3.6% | $17.85M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 14 | Marshall Wace ✦ | 65.32K | +315.7% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Renaissance Technologies ✦ | 11.06K | -94.2% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bridgewater Associates ✦ | 7.07K | 0.0% | $1.21M | 0.0% | Held | 2 | SEC ↗ |
| 17 | Capital World Investors ✦ | 2.81K | 0.0% | $482,752 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Point72 Asset Management | $15.09M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 791 holders, 211.55M shares, $33.14B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 700 sh · $119,000
Officer · 2.50K sh · $416,425
Officer · 1.75K sh · $290,500
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology