13FPulse
中
BC

BCO BRINK'S CO/THE

2026Q2 · CUSIP 109696104 · Sector: Industrials

Normal

Fund flows are within the usual range

Funds that own it
350
Institutions that reported holding it to the SEC
Net decrease in holders
14
Last quarter 364 → now 350
How unusual is that
Bottom 20%
Stronger than only 10% of US stocks
What the filings say, in one paragraph

350 funds held BCO at the end of 2026Q2, down 14 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $5.5B(YoY +8.1%), the P/E is 24.9x, return on equity is 58.3%. BCO has had 10 buying rushes in its history, and the price moved +14.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=173 2013Q4: holders=186 2014Q1: holders=189 2014Q2: holders=175 2014Q3: holders=168 2014Q4: holders=170 2015Q1: holders=170 2015Q2: holders=178 2015Q3: holders=176 2015Q4: holders=172 2016Q1: holders=190 2016Q2: holders=200 2016Q3: holders=192 2016Q4: holders=208 2017Q1: holders=226 2017Q2: holders=240 2017Q3: holders=259 2017Q4: holders=277 2018Q1: holders=266 2018Q2: holders=260 2018Q3: holders=256 2018Q4: holders=240 2019Q1: holders=258 2019Q2: holders=254 2019Q3: holders=246 2019Q4: holders=268 2020Q1: holders=238 2020Q2: holders=223 2020Q3: holders=227 2020Q4: holders=258 2021Q1: holders=250 2021Q2: holders=241 2021Q3: holders=229 2021Q4: holders=234 2022Q1: holders=233 2022Q2: holders=224 2022Q3: holders=213 2022Q4: holders=228 2023Q1: holders=228 2023Q2: holders=245 2023Q3: holders=245 2023Q4: holders=286 2024Q1: holders=294 2024Q2: holders=312 2024Q3: holders=324 2024Q4: holders=299 2025Q1: holders=323 2025Q2: holders=316 2025Q3: holders=334 2025Q4: holders=353 2026Q1: holders=364 2026Q2: holders=350 -41 -20.5 +0 +20.5 +41 151267383 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 20% +20.5% -0.9%
2025Q1 Top 10% +29.0% +26.1%
2024Q2 Top 20% -7.2% -6.2%
2023Q4 Top 20% +20.1% +29.1%
2023Q2 Top 20% +7.2% +15.0%
2019Q1 Top 20% +4.0% +14.2%
2017Q3 Top 10% -4.2% -8.0%
2017Q2 Top 20% +2.0% -2.8%
2017Q1 Top 10% +27.5% +30.1%
2016Q1 Top 10% +28.9% +45.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
182
Change in large funds
+7
Total value they hold
$4.3B
Funds buying for the first time
45
Funds that sold out entirely
59
Price change that quarter
+2.6%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
10

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
24.9
EPS (TTM)
$4.32
EPS YoY
+15.8%
Revenue (TTM)
$5.5B
Revenue YoY
+8.1%
Net margin
3.3%
ROE
58.3%
Debt ratio
94.0%
FCF (TTM)
—
Dividend (TTM)
$1.02
Quarterly Revenue & EPS
2021-09-30: EPS 0.38 2021-12-31: EPS 1.00 2022-03-31: EPS 1.48 2022-06-30: EPS 0.73 2022-09-30: EPS 0.40 2022-12-31: EPS 0.96 2023-03-31: EPS 0.32 2023-06-30: EPS 0.68 2023-09-30: EPS 0.97 2023-12-31: EPS -0.10 2024-03-31: EPS 1.09 2024-06-30: EPS 1.02 2024-09-30: EPS 0.65 2024-12-31: EPS 0.87 2025-03-31: EPS 1.18 2025-06-30: EPS 1.03 2025-09-30: EPS 0.86 2025-12-31: EPS 1.62 2026-03-31: EPS 0.77 2026-06-30: EPS 1.07 0B 0.7B 1.4B $B -0.11 0.84 1.78 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 27 14 29 44 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-123M109M340M 20162017201820192020202120222023202420252026
Latest quarter $-11M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.