ARCBEST CORP ARCB
COM · Common Stock · CUSIP 03937C105
American transportation holding company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($23.3m this quarter). Holder counts are more reliable. Shares outstanding: 22.4m as of 2026-07-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $143.15. Options: 7 managers hold calls ($14.5m notional), 6 hold puts ($9.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 259 |
| Q4 2022 | 260 |
| Q1 2023 | 279 |
| Q2 2023 | 275 |
| Q3 2023 | 281 |
| Q4 2023 | 310 |
| Q1 2024 | 318 |
| Q2 2024 | 301 |
| Q3 2024 | 289 |
| Q4 2024 | 275 |
| Q1 2025 | 274 |
| Q2 2025 | 277 |
| Q3 2025 | 271 |
| Q4 2025 | 263 |
| Q1 2026 | 279 |
| Q2 2026 | 331 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 130 | 159 |
| Q4 2024 | 111 | 155 |
| Q1 2025 | 137 | 126 |
| Q2 2025 | 147 | 138 |
| Q3 2025 | 137 | 136 |
| Q4 2025 | 117 | 142 |
| Q1 2026 | 123 | 120 |
| Q2 2026 | 177 | 132 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $5.9m | $17.8m | 3.01 |
| Q4 2025 | $12.9m | $4.1m | 0.32 |
| Q1 2026 | $8.3m | $3.3m | 0.40 |
| Q2 2026 | $14.5m | $9.5m | 0.65 |
Biggest buyers
| Invesco Ltd. | Added | +841.4k |
| Qube Research & Technologies Ltd | Added | +310.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +160.7k |
| Maple Rock Capital Partners Inc. | Added | +131.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +127.9k |
| BlackRock, Inc. | Added | +114.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +89.4k |
| JANE STREET GROUP, LLC | New | +88.0k |
| 4D Advisors, LLC | New | +85.0k |
| GOLDMAN SACHS GROUP INC | Added | +84.0k |
Biggest sellers
| FMR LLC | Reduced | -1.2m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -819.4k |
| WESTWOOD HOLDINGS GROUP INC | Reduced | -158.9k |
| WASATCH ADVISORS LP | Sold out | -102.6k |
| Woodline Partners LP | Sold out | -82.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -60.3k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -55.3k |
| Jain Global LLC | Reduced | -51.8k |
| MORGAN STANLEY | Reduced | -46.6k |
| Allspring Global Investments Holdings, LLC | Reduced | -45.5k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $5.8m40.4k shares |
| CITADEL ADVISORS LLC | Added | $5.1m35.7k shares |
| PEAK6 LLC | Reduced | $1.3m8.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m7.9k shares |
| IMC-Chicago, LLC | Added | $1.1m7.5k shares |
| Walleye Capital LLC | New | $71.8k500 shares |
| SIMPLEX TRADING, LLC | Added | $57.4k400 shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $5.6m38.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.7m12.1k shares |
| CITADEL ADVISORS LLC | Added | $1.1m7.6k shares |
| IMC-Chicago, LLC | Reduced | $703.3k4.9k shares |
| SIMPLEX TRADING, LLC | Added | $387.6k2.7k shares |
| Walleye Capital LLC | New | $28.7k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-18 | 14.7% |
| Invesco Ltd. 13G · institution new · filed 2026-08-13 | 7.4% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution +1.1 pts · filed 2026-08-14 | 6.9% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2025-04-15 | 6.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: FMR LLC (0.6%, 2026-08-06), ALLIANCEBERNSTEIN L.P. (4.6%, 2026-05-18), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $1.7m | — |
| Q1 2025 | 1 | $52.4k | 0 | — | — |
| Q2 2025 | 1 | $201.7k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 5 | $3.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | Parks Jason T VP - Controller(1) | Sold | $115.5k855 shares |
| 2026-08-11 | Anderson Dennis L II Chief Innovation Officer | Sold | $736.6k5.5k shares |
| 2026-08-07 | MCREYNOLDS JUDY R Director · By Trust | Sold | $397.1k2.9k shares |
| 2026-08-06 | Stipp Janice E Director | Sold | $693.6k5.0k shares |
| 2026-08-06 | MCREYNOLDS JUDY R Director · By Trust | Sold | $201.0k1.4k shares |
| 2026-08-04 | Gattis Erin K CHIEF HUMAN RESOURCES OFFICER | Sold | $862.8k6.2k shares |
| 2026-08-04 | MCREYNOLDS JUDY R Director · By Trust | Sold | $217.2k1.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 3.5m $503.5m | Added +114.5k |
| Invesco Ltd. 0.02% of their portfolio | 1.7m $236.9m | Added +841.4k |
| AMERICAN CENTURY COMPANIES INC 0.10% of their portfolio | 1.5m $221.5m | Added +160.7k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.4m $196.6m | Reduced -27.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.4m $195.0m | Added +89.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.0m $144.3m | Added +157 |
| STATE STREET CORP 0.00% of their portfolio | 961.2k $138.0m | Added +3.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 588.1k $84.4m | Added +18.4k |
| Maple Rock Capital Partners Inc. 1.51% of their portfolio | 535.7k $76.9m | Added +131.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 474.0k $68.0m | Reduced -14.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 465.8k $66.9m | Reduced -60.3k |
| MORGAN STANLEY 0.00% of their portfolio | 437.2k $62.8m | Reduced -46.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 426.6k $61.2m | Reduced -45.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.21% of their portfolio | 415.8k $59.7m | Reduced -31.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 351.9k $50.5m | Added +84.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 345.9k $49.6m | Reduced -31.2k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 340.4k $48.9m | Added +310.1k |
| Nuveen, LLC 0.01% of their portfolio | 319.2k $45.8m | Added +79.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 317.1k $45.5m | Added +1.3k |
| UBS Group AG 0.01% of their portfolio | 290.3k $41.7m | Added +56.2k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 260.3k $37.4m | Added +27.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 242.7k $34.8m | Added +11.9k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 211.8k $20.8m | Reduced -819.4k |
| WESTWOOD HOLDINGS GROUP INC 0.22% of their portfolio | 207.0k $29.7m | Reduced -158.9k |
| Driehaus Capital Management LLC 0.17% of their portfolio | 202.6k $29.1m | Reduced -7.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 190.1k $27.3m | Reduced -2.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 155.7k $22.3m | Added +10.6k |
| Empowered Funds, LLC 0.11% of their portfolio | 144.8k $20.8m | Reduced -13.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 143.7k $20.6m | Reduced -7.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 142.3k $20.4m | Added +127.9k |
| SEGALL BRYANT & HAMILL, LLC 0.23% of their portfolio | 133.5k $19.2m | Reduced -5.9k |
| FMR LLC 0.00% of their portfolio | 126.4k $18.1m | Reduced -1.2m |
| CastleKnight Management LP 0.59% of their portfolio | 112.1k $16.1m | Added +65.1k |
| HEARTLAND ADVISORS INC 0.70% of their portfolio | 110.0k $15.8m | Unchanged |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 109.3k $15.7m | Added +16.8k |
| Aberdeen Group plc 0.02% of their portfolio | 105.3k $15.1m | Reduced -28.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 101.8k $14.6m | Reduced -23.1k |
| LSV ASSET MANAGEMENT 0.03% of their portfolio | 98.1k $14.1m | Reduced -28.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 96.6k $14.2m | Reduced -9.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.23% of their portfolio | 90.9k $13.1m | Added +6.5k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 88.0k $12.6m | New |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 86.5k $12.4m | Reduced -40.3k |
| 4D Advisors, LLC 4.69% of their portfolio | 85.0k $12.2m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 79.6k $11.4m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 77.2k $11.1m | Reduced -14.6k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 76.5k $11.0m | Reduced -3.5k |
| Hillsdale Investment Management Inc. 0.22% of their portfolio | 66.1k $9.5m | New |
| BESSEMER GROUP INC 0.01% of their portfolio | 64.6k $9.3m | Reduced -306 |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 63.7k $9.1m | Added +61.2k |
| FAS Wealth Partners, Inc. 0.47% of their portfolio | 62.8k $9.0m | Reduced -51 |
| Partners Group Holding AG 0.60% of their portfolio | 61.8k $8.9m | Reduced -37.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 60.1k $8.6m | Added +5.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 57.7k $8.3m | Added +52.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 57.4k $8.2m | Added +34.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 56.8k $8.2m | Reduced -8.4k |
| Pier Capital, LLC 1.06% of their portfolio | 55.5k $8.0m | Reduced -24.2k |
| Legal & General Group Plc 0.00% of their portfolio | 53.1k $7.6m | Added +1.0k |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 50.9k $7.3m | New |
| BROWN ADVISORY INC 0.01% of their portfolio | 49.5k $7.2m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 46.8k $6.8m | New |
| Concentric Capital Strategies, LP 0.41% of their portfolio | 46.7k $6.7m | New |
| TOWLE & CO 2.27% of their portfolio | 46.7k $6.7m | Reduced -33.4k |
| BARCLAYS PLC 0.00% of their portfolio | 45.9k $6.6m | Added +39.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 45.0k $6.5m | Reduced -7.9k |
| Swiss National Bank 0.00% of their portfolio | 43.6k $6.3m | Reduced -1.3k |
| Linden Thomas Advisory Services, LLC 0.50% of their portfolio | 42.9k $6.2m | Added +1.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 41.6k $6.0m | Reduced -55.3k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.09% of their portfolio | 34.5k $5.0m | Added +15.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 34.5k $5.0m | Reduced -7.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 34.1k $4.9m | Reduced -26.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 31.2k $4.5m | Added +4.7k |
| Seven Six Capital Management, LLC 4.06% of their portfolio | 31.0k $4.4m | Reduced -11.7k |
| Squarepoint Ops LLC 0.01% of their portfolio | 29.2k $4.2m | New |
| Pullen Investment Management, LLC 1.92% of their portfolio | 28.9k $4.1m | Added +133 |
| Moody Aldrich Partners LLC 0.73% of their portfolio | 28.5k $4.1m | Reduced -7.2k |
| CITIGROUP INC 0.00% of their portfolio | 28.3k $4.1m | Added +16.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 28.1k $4.0m | Reduced -29.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 27.8k $4.0m | Added +2.5k |
| Aquatic Capital Management LLC 0.14% of their portfolio | 27.6k $4.0m | New |
| Informed Momentum Co LLC 0.34% of their portfolio | 26.3k $3.8m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 26.2k $3.8m | Reduced -711 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 25.9k $3.7m | Added +228 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 25.1k $3.6m | Added +12.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 25.1k $3.6m | Added +20.1k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 25.0k $3.6m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 23.3k $3.4m | Reduced -30.3k |
| Quantinno Capital Management LP 0.00% of their portfolio | 23.2k $3.3m | Added +2.4k |
| Creative Planning 0.00% of their portfolio | 23.0k $3.3m | Added +2.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 22.8k $3.3m | Reduced -4.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 21.2k $3.0m | Reduced -226 |
| D L CARLSON INVESTMENT GROUP INC 0.47% of their portfolio | 20.7k $3.0m | New |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 20.7k $2.9m | Reduced -45.5k |
| Horrell Capital Management, Inc. 1.32% of their portfolio | 20.2k $2.9m | Reduced -2.2k |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 18.4k $2.6m | Added +3.7k |
| Concurrent Investment Advisors, LLC 0.02% of their portfolio | 17.9k $2.6m | New |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 17.8k $2.5m | Reduced -675 |
| MARTINGALE ASSET MANAGEMENT L P 0.06% of their portfolio | 17.1k $2.5m | Added +1.3k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 16.5k $2.4m | Added +7.4k |
| Edgestream Partners, L.P. 0.07% of their portfolio | 16.3k $2.3m | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 15.6k $2.2m | Added +4.3k |