BRINKS CO BCO
COM · Common Stock · CUSIP 109696104
American armored transport company
- SectorIndustrials
- IndustryArrangement of Transportation of Freight & Cargo
- HeadquartersRichmond, VA
- Founded1859
- Websiteus.brinks.com
- FilingsSEC EDGAR
* 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 ($6.6m this quarter). Holder counts are more reliable. Shares outstanding: 46.4m as of 2023-05-05, 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 ≈ $66.88. Options: 6 managers hold calls ($4.5m notional), 4 hold puts ($1.2m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 212 |
| Q4 2022 | 227 |
| Q1 2023 | 230 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 105 | 100 |
| Q1 2023 | 104 | 109 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $19.0k | $1.3m | 69.58 |
| Q4 2022 | $493.9k | $224.8k | 0.46 |
| Q1 2023 | $4.5m | $1.2m | 0.27 |
Biggest buyers
| FMR LLC | Added | +4.7m |
| Boston Partners | Added | +581.9k |
| Mesirow Institutional Investment Management, Inc. | New | +162.4k |
| VANGUARD GROUP INC | Added | +131.9k |
| BRANT POINT INVESTMENT MANAGEMENT LLC | New | +127.6k |
| CITADEL ADVISORS LLC | Added | +111.0k |
| CASTLEARK MANAGEMENT LLC | New | +70.3k |
| Man Group plc | New | +65.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | +60.0k |
| MARSHALL WACE, LLP | New | +56.4k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -359.7k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -285.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -215.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -89.3k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -89.2k |
| Man Group plc | Sold out | -77.5k |
| HRT FINANCIAL LP | Sold out | -65.9k |
| Qube Research & Technologies Ltd | Reduced | -62.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -55.4k |
| TWINBEECH CAPITAL LP | Sold out | -48.5k |
Biggest calls
| BRANT POINT INVESTMENT MANAGEMENT LLC | New | $3.0m45.6k shares |
| PEAK6 Investments LLC | New | $982.0k14.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $347.4k5.2k shares |
| CITADEL ADVISORS LLC | Reduced | $126.9k1.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $13.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $688.0k10.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $467.6k7.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $46.0k700 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 |
|---|---|
| FMR LLC 13G · institution +4.3 pts · filed 2026-08-06 | 15.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2023
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 |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $95.2k | 0 | — | — |
| Q1 2022 | 0 | — | 1 | $352.1k | — |
| Q2 2022 | 1 | $504.5k | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 2 | $3.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-10 | Beech Michael F Executive Vice President | Sold | $1.5m22.5k shares |
| 2023-03-09 | Beech Michael F Executive Vice President | Sold | $1.5m22.5k shares |
| 2023-03-06 | Herling Michael J Director | Sold | $205.7k3.1k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.03% of their portfolio | 8.8m $584.9m | Added +4.7m |
| BlackRock Inc. 0.01% of their portfolio | 5.4m $362.3m | Reduced -37.1k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.6m $309.2m | Added +131.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.00% of their portfolio | 4.3m $286.7m | Reduced -89.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.28% of their portfolio | 3.3m $221.6m | Reduced -359.7k |
| AMERICAN CENTURY COMPANIES INC 0.11% of their portfolio | 2.0m $135.2m | Reduced -89.2k |
| ARIEL INVESTMENTS, LLC 1.27% of their portfolio | 2.0m $132.3m | Reduced -36.3k |
| STATE STREET CORP 0.01% of their portfolio | 1.5m $103.1m | Added +39.2k |
| Boston Partners 0.11% of their portfolio | 1.2m $82.3m | Added +581.9k |
| Channing Capital Management, LLC 2.38% of their portfolio | 1.1m $74.0m | Added +37.6k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 898.8k $60.0m | Added +13.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 894.0k $59.7m | Reduced -285.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 862.6k $57.6m | Added +41.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 835.2k $55.8m | Added +52.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.37% of their portfolio | 726.1k $48.5m | Reduced -19.8k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 5.34% of their portfolio | 701.0k $46.8m | Reduced -2.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 605.7k $40.5m | Added +4.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 509.8k $34.1m | Added +15.0k |
| Zuckerman Investment Group, LLC 4.82% of their portfolio | 474.7k $31.7m | Reduced -8.7k |
| Clearline Capital LP 4.71% of their portfolio | 467.4k $31.2m | Reduced -3.4k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 460.3k $30.7m | Reduced -26.1k |
| SNYDER CAPITAL MANAGEMENT L P 0.54% of their portfolio | 378.7k $25.3m | Reduced -838 |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 343.8k $22.8m | Reduced -38.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 328.0k $21.9m | Reduced -21.6k |
| NORGES BANK 0.00% of their portfolio | 311.3k $20.8m | Reduced -47.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 282.1k $18.8m | Added +9.3k |
| Redwood Investments, LLC 2.08% of their portfolio | 243.9k $16.3m | Added +3.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 234.7k $15.7m | Added +27.2k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 234.0k $15.6m | Added +6.3k |
| MORGAN STANLEY 0.00% of their portfolio | 221.3k $14.8m | Reduced -21.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 204.0k $13.6m | Reduced -5.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 195.2k $13.0m | Reduced -55.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 191.1k $12.8m | Reduced -278 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 162.5k $10.9m | Added +353 |
| Mesirow Institutional Investment Management, Inc. 1.18% of their portfolio | 162.4k $10.9m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 161.4k $10.8m | Added +111.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 155.4k $10.4m | Reduced -22.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.06% of their portfolio | 142.2k $9.5m | Added +16.6k |
| Liontrust Investment Partners LLP 0.14% of their portfolio | 140.1k $9.4m | Added +10.2k |
| BRANT POINT INVESTMENT MANAGEMENT LLC 2.04% of their portfolio | 127.6k $8.5m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 126.0k $8.4m | Added +9.7k |
| GREAT LAKES ADVISORS, LLC 0.08% of their portfolio | 124.0k $8.3m | Reduced -5.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 111.7k $7.5m | Reduced -1.0k |
| Invesco Ltd. 0.00% of their portfolio | 109.4k $7.3m | Added +21.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 105.4k $7.0m | Reduced -6.2k |
| Swiss National Bank 0.00% of their portfolio | 100.3k $6.7m | Reduced -13.7k |
| KIRR MARBACH & CO LLC /IN/ 2.01% of their portfolio | 96.9k $6.5m | Added +15.8k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio | 93.1k $6.2m | Reduced -226 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 78.2k $5.2m | Added +4.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 73.2k $4.9m | Reduced -3.0k |
| CASTLEARK MANAGEMENT LLC 0.23% of their portfolio | 70.3k $4.7m | New |
| Legal & General Group Plc 0.00% of their portfolio | 69.7k $4.7m | Reduced -239 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 65.3k $4.4m | Added +46.8k |
| Man Group plc 0.02% of their portfolio | 65.1k $4.3m | New |
| South Dakota Investment Council 0.09% of their portfolio | 64.3k $4.3m | Added +8.3k |
| Retirement Systems of Alabama 0.02% of their portfolio | 60.7k $4.1m | Reduced -529 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 60.0k $4.0m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 57.7k $3.9m | Reduced -1.5k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 56.4k $3.8m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 52.6k $3.5m | Reduced -1.5k |
| MYDA Advisors LLC 1.45% of their portfolio | 51.7k $3.5m | Reduced -14.3k |
| SG Americas Securities, LLC 0.05% of their portfolio | 51.5k $3.4m | Added +43.2k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 51.3k $3.4m | Reduced -764 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 48.8k $3.3m | Reduced -778 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 45.6k $3.0m | Added +22.4k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 45.4k $3.0m | Reduced -4.5k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 42.3k $2.8m | Added +1.1k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio | 41.0k $2.7m | Added +10.1k |
| BARCLAYS PLC 0.00% of their portfolio | 40.8k $2.7m | Added +10.5k |
| Sound Income Strategies, LLC 0.29% of their portfolio | 40.5k $2.7m | Added +1.0k |
| Westside Investment Management, Inc. 0.74% of their portfolio | 37.9k $2.5m | Reduced -3.8k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 37.4k $2.5m | Reduced -787 |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 37.0k $2.5m | Added +3.7k |
| GYL Financial Synergies, LLC 0.27% of their portfolio | 33.9k $2.3m | New |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 33.4k $2.2m | Reduced -5.1k |
| AXA S.A. 0.01% of their portfolio | 33.1k $2.2m | Added +10.4k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 31.4k $2.1m | Reduced -92 |
| AMALGAMATED BANK 0.02% of their portfolio | 31.0k $2.1m | Reduced -1.7k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 28.8k $1.9m | Reduced -2.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 28.7k $1.9m | Added +18.7k |
| UBS Group AG 0.00% of their portfolio | 28.1k $1.9m | Reduced -439 |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 26.2k $1.8m | Reduced -1.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 25.6k $1.7m | Unchanged |
| NICOLA WEALTH MANAGEMENT LTD. 0.23% of their portfolio | 25.6k $2.3m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 24.6k $1.6m | Reduced -7.9k |
| ONTARIO TEACHERS PENSION PLAN BOARD 0.02% of their portfolio | 23.7k $1.6m | Added +15.6k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 23.7k $1.6m | Reduced -170 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 23.1k $1.5m | Added +579 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 22.7k $1.5m | Reduced -18.5k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 21.9k $1.5m | Added +13.6k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 21.5k $1.4m | Reduced -1.9k |
| Schechter Investment Advisors, LLC 0.13% of their portfolio | 21.1k $1.4m | Reduced -1.9k |
| GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio | 21.1k $1.4m | Added +8.5k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 20.9k $1.4m | Added +25 |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 20.2k $1.3m | Unchanged |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio | 20.0k $1.3m | Reduced -772 |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 19.2k $1.3m | Reduced -1.3k |
| CenterBook Partners LP 0.18% of their portfolio | 19.1k $1.3m | Reduced -9.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 17.7k $1.2m | Reduced -62.0k |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC 0.11% of their portfolio | 17.6k $1.2m | Added +227 |