13FPulse
R

R RYDER SYSTEM INC

2026Q2 · CUSIP 783549108 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
569
Institutions that reported holding it to the SEC
Net increase in holders
+42
Last quarter 527 → now 569
How unusual is that
Top 10%
Stronger buying than 93% of US stocks
What the filings say, in one paragraph

569 funds held R at the end of 2026Q2, up 42 from the quarter before. That is stronger buying than 93.2% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $12.8B(YoY +1.1%), the P/E is 19.9x, return on equity is 17.2%. R has had 19 buying rushes in its history, and the price moved +6.1% 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 Other 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=304 2013Q4: holders=315 2014Q1: holders=320 2014Q2: holders=351 2014Q3: holders=354 2014Q4: holders=373 2015Q1: holders=370 2015Q2: holders=395 2015Q3: holders=366 2015Q4: holders=337 2016Q1: holders=317 2016Q2: holders=334 2016Q3: holders=327 2016Q4: holders=351 2017Q1: holders=329 2017Q2: holders=290 2017Q3: holders=289 2017Q4: holders=314 2018Q1: holders=325 2018Q2: holders=317 2018Q3: holders=336 2018Q4: holders=296 2019Q1: holders=325 2019Q2: holders=306 2019Q3: holders=290 2019Q4: holders=304 2020Q1: holders=246 2020Q2: holders=241 2020Q3: holders=234 2020Q4: holders=267 2021Q1: holders=302 2021Q2: holders=312 2021Q3: holders=320 2021Q4: holders=353 2022Q1: holders=365 2022Q2: holders=339 2022Q3: holders=348 2022Q4: holders=361 2023Q1: holders=371 2023Q2: holders=351 2023Q3: holders=345 2023Q4: holders=371 2024Q1: holders=362 2024Q2: holders=389 2024Q3: holders=401 2024Q4: holders=445 2025Q1: holders=430 2025Q2: holders=439 2025Q3: holders=478 2025Q4: holders=509 2026Q1: holders=527 2026Q2: holders=569 -58 -29 +0 +29 +58 210404598 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 19 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2026Q1 Top 20% +12.6%
2025Q4 Top 20% -5.9% +7.5%
2025Q3 Top 10% +18.1% +33.9%
2024Q4 Top 20% -11.6% -4.4%
2024Q2 Top 10% +4.6% +20.9%
2023Q1 Top 20% +6.9% +20.4%
2022Q3 Top 20% -4.3% +15.0%

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
230
Change in large funds
+22
Total value they hold
$9.2B
Funds buying for the first time
100
Funds that sold out entirely
58
Price change that quarter
+5.2%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
5

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)
19.9
EPS (TTM)
$12.26
EPS YoY
+4.5%
Revenue (TTM)
$12.8B
Revenue YoY
+1.1%
Net margin
3.9%
ROE
17.2%
Debt ratio
82.1%
FCF (TTM)
$687M
Dividend (TTM)
$3.64
Quarterly Revenue & EPS
2022-09-30: EPS 4.82 2022-12-31: EPS 4.17 2023-03-31: EPS 2.94 2023-06-30: EPS -0.40 2023-09-30: EPS 3.47 2023-12-31: EPS 2.72 2024-03-31: EPS 1.89 2024-06-30: EPS 2.84 2024-09-30: EPS 3.24 2024-12-31: EPS 3.09 2025-03-31: EPS 2.27 2025-06-30: EPS 3.13 2025-09-30: EPS 3.32 2025-12-31: EPS 3.22 2026-03-31: EPS 2.33 2026-06-30: EPS 3.39 0B 1.7B 3.3B $B -0.44 2.43 5.30 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 15 7 15 23 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
-624M-100M423M 20162017201820192020202120222023202420252026
Latest quarter $156M (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.