13FPulse
中
FA

FAST FASTENAL CO

2026Q2 · CUSIP 311900104 · Sector: Consumer

Cooling

Net holder growth weakened from last quarter

Funds that own it
1,428
Institutions that reported holding it to the SEC
Net increase in holders
+9
Last quarter 1,419 → now 1,428
How unusual is that
Above average
Stronger buying than 67% of US stocks
What the filings say, in one paragraph

1,428 funds held FAST at the end of 2026Q2, up 9 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $8.7B(YoY +12.5%), the P/E is 41.0x, return on equity is 33.2%. FAST has had 24 buying rushes in its history, and the price moved +7.6% 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 Consumer 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=467 2013Q4: holders=488 2014Q1: holders=496 2014Q2: holders=499 2014Q3: holders=509 2014Q4: holders=509 2015Q1: holders=537 2015Q2: holders=542 2015Q3: holders=549 2015Q4: holders=569 2016Q1: holders=596 2016Q2: holders=603 2016Q3: holders=574 2016Q4: holders=639 2017Q1: holders=645 2017Q2: holders=645 2017Q3: holders=637 2017Q4: holders=728 2018Q1: holders=724 2018Q2: holders=717 2018Q3: holders=750 2018Q4: holders=751 2019Q1: holders=780 2019Q2: holders=781 2019Q3: holders=780 2019Q4: holders=845 2020Q1: holders=817 2020Q2: holders=863 2020Q3: holders=898 2020Q4: holders=949 2021Q1: holders=959 2021Q2: holders=959 2021Q3: holders=955 2021Q4: holders=1066 2022Q1: holders=1033 2022Q2: holders=1012 2022Q3: holders=988 2022Q4: holders=1018 2023Q1: holders=1019 2023Q2: holders=1059 2023Q3: holders=1036 2023Q4: holders=1123 2024Q1: holders=1180 2024Q2: holders=1151 2024Q3: holders=1166 2024Q4: holders=1228 2025Q1: holders=1251 2025Q2: holders=1311 2025Q3: holders=1381 2025Q4: holders=1384 2026Q1: holders=1419 2026Q2: holders=1428 -111 -55.5 +0 +55.5 +111 4209601500 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 24 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10% — —
2025Q3 Top 5% +17.0% +11.2%
2025Q2 Top 5% -17.2% -5.4%
2025Q1 Top 10% +20.6% -3.6%
2024Q4 Top 10% +11.6% +32.7%
2024Q1 Top 5% +0.8% +24.6%
2023Q4 Top 5% -4.9% -4.2%
2023Q2 Top 5% +7.6% +25.2%

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
335
Change in large funds
+23
Total value they hold
$46.8B
Funds buying for the first time
137
Funds that sold out entirely
128
Price change that quarter
+9.5%
Funds holding puts (bearish)
19
Funds holding calls (bullish)
22

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)
41.0
EPS (TTM)
$1.17
EPS YoY
+12.5%
Revenue (TTM)
$8.7B
Revenue YoY
+12.5%
Net margin
15.4%
ROE
33.2%
Debt ratio
23.1%
FCF (TTM)
$1.2B
Dividend (TTM)
$0.92
Quarterly Revenue & EPS
2022-09-30: EPS 0.25 2022-12-31: EPS 0.21 2023-03-31: EPS 0.26 2023-06-30: EPS 0.26 2023-09-30: EPS 0.26 2023-12-31: EPS 0.23 2024-03-31: EPS 0.26 2024-06-30: EPS 0.25 2024-09-30: EPS 0.26 2024-12-31: EPS 0.23 2025-03-31: EPS 0.26 2025-06-30: EPS 0.29 2025-09-30: EPS 0.29 2025-12-31: EPS 0.25 2026-03-31: EPS 0.30 2026-06-30: EPS 0.33 0B 1.2B 2.4B $B 0.00 0.18 0.36 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 37 24 36 48 2023202420252026

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
0K177M355M 20162017201820192020202120222023202420252026
Latest quarter $320M (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)

Email me the next update

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