13FPulse
PC

PCAR PACCAR INC

2026Q2 · CUSIP 693718108 · Sector: Industrials

Funds left

Funds are exiting, but the price is holding

Funds that own it
1,070
Institutions that reported holding it to the SEC
Net decrease in holders
10
Last quarter 1,080 → now 1,070
How unusual is that
Bottom 20%
Stronger than only 13% of US stocks
What the filings say, in one paragraph

1,070 funds held PCAR at the end of 2026Q2, down 10 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $27.8B(YoY -10.6%), the P/E is 25.7x, return on equity is 12.3%. PCAR has had 26 buying rushes in its history, and the price moved +1.7% 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=402 2013Q4: holders=398 2014Q1: holders=433 2014Q2: holders=451 2014Q3: holders=441 2014Q4: holders=479 2015Q1: holders=479 2015Q2: holders=500 2015Q3: holders=524 2015Q4: holders=485 2016Q1: holders=491 2016Q2: holders=496 2016Q3: holders=507 2016Q4: holders=530 2017Q1: holders=532 2017Q2: holders=526 2017Q3: holders=519 2017Q4: holders=594 2018Q1: holders=601 2018Q2: holders=576 2018Q3: holders=607 2018Q4: holders=576 2019Q1: holders=610 2019Q2: holders=615 2019Q3: holders=589 2019Q4: holders=643 2020Q1: holders=579 2020Q2: holders=569 2020Q3: holders=614 2020Q4: holders=655 2021Q1: holders=673 2021Q2: holders=647 2021Q3: holders=628 2021Q4: holders=691 2022Q1: holders=707 2022Q2: holders=699 2022Q3: holders=718 2022Q4: holders=819 2023Q1: holders=830 2023Q2: holders=841 2023Q3: holders=860 2023Q4: holders=943 2024Q1: holders=1009 2024Q2: holders=1020 2024Q3: holders=958 2024Q4: holders=1014 2025Q1: holders=1000 2025Q2: holders=969 2025Q3: holders=975 2025Q4: holders=1054 2026Q1: holders=1080 2026Q2: holders=1070 -101 -50.5 +0 +50.5 +101 3587461134 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 26 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% +12.7%
2025Q4 Top 10% -5.4% -10.3%
2024Q4 Top 10% -6.5% -8.4%
2024Q1 Top 5% -5.5% -9.2%
2023Q4 Top 5% +11.8% -1.4%
2023Q3 Top 10% +6.6% +22.4%
2023Q2 Top 20% +0.2% +7.6%
2023Q1 Top 20% +15.0% +17.5%

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
320
Change in large funds
+22
Total value they hold
$46.6B
Funds buying for the first time
114
Funds that sold out entirely
124
Price change that quarter
+9.6%
Funds holding puts (bearish)
11
Funds holding calls (bullish)
13

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)
25.7
EPS (TTM)
$4.76
EPS YoY
-18.4%
Revenue (TTM)
$27.8B
Revenue YoY
-10.6%
Net margin
9.0%
ROE
12.3%
Debt ratio
53.8%
FCF (TTM)
$3.7B
Dividend (TTM)
$2.74
Quarterly Revenue & EPS
2022-09-30: EPS 1.47 2022-12-31: EPS 1.76 2023-03-31: EPS 1.40 2023-06-30: EPS 2.33 2023-09-30: EPS 2.34 2023-12-31: EPS 2.69 2024-03-31: EPS 2.27 2024-06-30: EPS 2.13 2024-09-30: EPS 1.85 2024-12-31: EPS 1.65 2025-03-31: EPS 0.96 2025-06-30: EPS 1.37 2025-09-30: EPS 1.12 2025-12-31: EPS 1.06 2026-03-31: EPS 1.15 2026-06-30: EPS 1.43 0B 4.5B 9.1B $B 0.00 1.48 2.96 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 13 9 19 30 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
-249M557M1.4B 20162017201820192020202120222023202420252026
Latest quarter $825M (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.