13FPulse
JB

JBHT HUNT (JB) TRANSPRT SVCS INC

2026Q2 · CUSIP 445658107 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
838
Institutions that reported holding it to the SEC
Net increase in holders
+71
Last quarter 767 → now 838
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

838 funds held JBHT at the end of 2026Q2, up 71 from the quarter before. That is stronger buying than 96.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $12.7B(YoY +5.3%), the P/E is 37.0x, return on equity is 18.4%. JBHT has had 17 buying rushes in its history, and the price moved +6.3% 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=309 2013Q4: holders=312 2014Q1: holders=315 2014Q2: holders=312 2014Q3: holders=296 2014Q4: holders=311 2015Q1: holders=320 2015Q2: holders=336 2015Q3: holders=363 2015Q4: holders=362 2016Q1: holders=388 2016Q2: holders=400 2016Q3: holders=411 2016Q4: holders=420 2017Q1: holders=423 2017Q2: holders=408 2017Q3: holders=408 2017Q4: holders=440 2018Q1: holders=442 2018Q2: holders=468 2018Q3: holders=481 2018Q4: holders=442 2019Q1: holders=463 2019Q2: holders=394 2019Q3: holders=409 2019Q4: holders=423 2020Q1: holders=394 2020Q2: holders=408 2020Q3: holders=470 2020Q4: holders=463 2021Q1: holders=479 2021Q2: holders=483 2021Q3: holders=488 2021Q4: holders=542 2022Q1: holders=597 2022Q2: holders=578 2022Q3: holders=578 2022Q4: holders=590 2023Q1: holders=586 2023Q2: holders=584 2023Q3: holders=577 2023Q4: holders=615 2024Q1: holders=628 2024Q2: holders=604 2024Q3: holders=614 2024Q4: holders=620 2025Q1: holders=588 2025Q2: holders=619 2025Q3: holders=634 2025Q4: holders=723 2026Q1: holders=767 2026Q2: holders=838 -89 -44.5 +0 +44.5 +89 266573880 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 17 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 10%
2025Q4 Top 5% +16.7%
2025Q2 Top 10% +14.5% +57.5%
2023Q4 Top 20% -22.0% -16.8%
2022Q1 Top 5% +18.1% +11.3%
2021Q4 Top 10% -14.5% +0.9%
2020Q3 Top 5% +10.3% +29.6%

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
306
Change in large funds
+33
Total value they hold
$20.8B
Funds buying for the first time
155
Funds that sold out entirely
84
Price change that quarter
-0.5%
Funds holding puts (bearish)
12
Funds holding calls (bullish)
14

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)
37.0
EPS (TTM)
$7.04
EPS YoY
+28.0%
Revenue (TTM)
$12.7B
Revenue YoY
+5.3%
Net margin
5.3%
ROE
18.4%
Debt ratio
54.0%
FCF (TTM)
$1.1B
Dividend (TTM)
$0.46
Quarterly Revenue & EPS
2022-09-30: EPS 2.57 2022-12-31: EPS 1.93 2023-03-31: EPS 1.89 2023-06-30: EPS 1.81 2023-09-30: EPS 1.80 2023-12-31: EPS 1.47 2024-03-31: EPS 1.22 2024-06-30: EPS 1.32 2024-09-30: EPS 1.49 2024-12-31: EPS 1.53 2025-03-31: EPS 1.17 2025-06-30: EPS 1.31 2025-09-30: EPS 1.76 2025-12-31: EPS 1.88 2026-03-31: EPS 1.49 2026-06-30: EPS 1.91 0B 1.9B 3.8B $B 0.00 1.41 2.83 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 29 21 32 43 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
-121M116M352M 20162017201820192020202120222023202420252026
Latest quarter $243M (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.