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 ($8.6m this quarter). Holder counts are more reliable. Shares outstanding: 41.2m as of 2026-05-01, 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 ≈ $103.64. Options: 11 managers hold calls ($73.1m notional), 6 hold puts ($5.7m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 212 |
| Q4 2022 | 227 |
| Q1 2023 | 230 |
| Q2 2023 | 247 |
| Q3 2023 | 248 |
| Q4 2023 | 286 |
| Q1 2024 | 295 |
| Q2 2024 | 312 |
| Q3 2024 | 326 |
| Q4 2024 | 301 |
| Q1 2025 | 325 |
| Q2 2025 | 317 |
| Q3 2025 | 336 |
| Q4 2025 | 352 |
| Q1 2026 | 366 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 164 | 129 |
| Q3 2024 | 150 | 147 |
| Q4 2024 | 116 | 176 |
| Q1 2025 | 153 | 139 |
| Q2 2025 | 143 | 181 |
| Q3 2025 | 153 | 159 |
| Q4 2025 | 159 | 165 |
| Q1 2026 | 199 | 153 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $4.1m | $2.5m | 0.61 |
| Q3 2025 | $17.9m | $1.9m | 0.11 |
| Q4 2025 | $31.7m | $7.3m | 0.23 |
| Q1 2026 | $73.1m | $5.7m | 0.08 |
Biggest buyers
| Boston Partners | Added | +772.5k |
| Engine Capital Management, LP | Added | +508.3k |
| Fourth Sail Capital LP | New | +415.4k |
| FMR LLC | Added | +264.0k |
| Invesco Ltd. | Added | +204.2k |
| BlackRock, Inc. | Added | +167.3k |
| Point72 Asset Management, L.P. | New | +161.9k |
| JANUS HENDERSON GROUP PLC | Added | +136.7k |
| CITADEL ADVISORS LLC | Added | +120.0k |
| ALTA FOX CAPITAL MANAGEMENT, LLC | New | +111.7k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -1.4m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -1.2m |
| Balyasny Asset Management L.P. | Sold out | -156.7k |
| ARIEL INVESTMENTS, LLC | Reduced | -104.5k |
| Zuckerman Investment Group, LLC | Reduced | -103.8k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | Reduced | -99.3k |
| UBS Group AG | Reduced | -99.0k |
| JANE STREET GROUP, LLC | Reduced | -91.0k |
| DEUTSCHE BANK AG\ | Reduced | -85.3k |
| Bank of New York Mellon Corp | Reduced | -72.8k |
Biggest calls
| Simcoe Capital Management, LLC | New | $37.2m358.5k shares |
| PEAK6 LLC | Reduced | $10.4m100.4k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | Unchanged | $9.7m93.6k shares |
| Balyasny Asset Management L.P. | New | $4.1m40.0k shares |
| Twin Tree Management, LP | New | $3.9m37.5k shares |
| CITADEL ADVISORS LLC | Added | $2.4m22.9k shares |
| D. E. Shaw & Co., Inc. | New | $2.1m20.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.9m18.6k shares |
| IMC-Chicago, LLC | New | $632.1k6.1k shares |
| HARVEST MANAGEMENT LLC | New | $518.1k5.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $2.3m22.2k shares |
| CITADEL ADVISORS LLC | Reduced | $2.0m19.3k shares |
| IMC-Chicago, LLC | New | $456.0k4.4k shares |
| D. E. Shaw & Co., Inc. | New | $404.2k3.9k shares |
| PEAK6 LLC | Reduced | $290.2k2.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $217.6k2.1k 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 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 1 | $59.7k | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $386.0k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $19.2k | 0 | — | — |
| Q3 2025 | 0 | — | 4 | $2.9m | $453.5k |
| Q4 2025 | 0 | — | 1 | $169.5k | $169.5k |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 5.3m $552.7m | Added +167.3k |
| FMR LLC 0.03% of their portfolio | 4.7m $486.1m | Added +264.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.0m $204.8m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.9m $192.2m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 1.6m $161.3m | Added +6.5k |
| LSV ASSET MANAGEMENT 0.30% of their portfolio | 1.3m $139.2m | Added +17.7k |
| Boston Partners 0.14% of their portfolio | 1.3m $138.0m | Added +772.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.40% of their portfolio | 1.1m $118.2m | Reduced -1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $110.6m | Added +52.0k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 1.1m $110.4m | Reduced -41.1k |
| ARIEL INVESTMENTS, LLC 1.07% of their portfolio | 923.0k $95.6m | Reduced -104.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 877.0k $90.9m | Reduced -2.5k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 862.7k $89.4m | Added +43.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.61% of their portfolio | 819.3k $84.9m | Reduced -48.1k |
| Channing Capital Management, LLC 1.87% of their portfolio | 705.7k $73.1m | Reduced -21.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 610.1k $63.2m | Added +48.0k |
| Simcoe Capital Management, LLC 11.30% of their portfolio | 587.7k $60.9m | Added +25.6k |
| Engine Capital Management, LP 6.87% of their portfolio | 549.4k $56.9m | Added +508.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 529.3k $54.8m | Reduced -14.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 514.6k $53.3m | Added +6.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 488.3k $50.6m | Added +5.9k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 448.9k $46.5m | Added +77.3k |
| Nuveen, LLC 0.01% of their portfolio | 426.6k $44.2m | Added +6.3k |
| Fourth Sail Capital LP 7.08% of their portfolio | 415.4k $43.1m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 335.9k $34.8m | Reduced -72.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 333.3k $34.5m | Reduced -1.2m |
| Invesco Ltd. 0.00% of their portfolio | 328.4k $34.0m | Added +204.2k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 4.76% of their portfolio | 316.6k $32.8m | Reduced -99.3k |
| Lodge Hill Capital, LLC 6.30% of their portfolio | 315.0k $32.6m | Reduced -25.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 313.2k $32.5m | Added +32.3k |
| SNYDER CAPITAL MANAGEMENT L P 0.60% of their portfolio | 300.7k $31.2m | Reduced -23.0k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 289.8k $30.0m | First filing |
| BARCLAYS PLC 0.01% of their portfolio | 285.0k $29.5m | Added +4.7k |
| MORGAN STANLEY 0.00% of their portfolio | 229.7k $23.8m | Reduced -41.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 227.7k $23.6m | Reduced -5.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 225.1k $23.3m | Reduced -18.3k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 210.4k $21.8m | Added +77.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 185.5k $19.2m | Unchanged |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 182.9k $19.0m | Added +120.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 180.7k $18.2m | Added +3.4k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 175.4k $18.2m | Added +136.7k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 174.1k $18.0m | Reduced -85.3k |
| Man Group plc 0.04% of their portfolio | 172.5k $17.9m | Added +6.2k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 161.9k $16.8m | New |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 160.6k $16.6m | Added +22.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 154.7k $16.0m | Reduced -529 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 140.8k $14.6m | Reduced -289 |
| ALGERT GLOBAL LLC 0.22% of their portfolio | 139.0k $14.4m | Reduced -48.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 128.5k $13.3m | Reduced -14.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 126.0k $13.1m | Added +35.4k |
| UBS Group AG 0.00% of their portfolio | 121.5k $12.6m | Reduced -99.0k |
| GLENMEDE TRUST CO NA 0.06% of their portfolio | 117.9k $12.2m | Reduced -11.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 115.9k $12.0m | Added +33.5k |
| ALTA FOX CAPITAL MANAGEMENT, LLC 3.06% of their portfolio | 111.7k $11.6m | New |
| KIRR MARBACH & CO LLC /IN/ 1.82% of their portfolio | 96.4k $10.0m | Added +1.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 95.1k $9.9m | Added +8.5k |
| Fort Baker Capital Management LP 0.79% of their portfolio | 86.2k $8.9m | New |
| RENAISSANCE GROUP LLC 0.37% of their portfolio | 86.0k $8.9m | Added +20.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 84.6k $9.9m | Added +5.7k |
| Swiss National Bank 0.00% of their portfolio | 82.2k $8.5m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 77.3k $8.0m | Reduced -2.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 77.2k $8.0m | Added +1.6k |
| Retirement Systems of Alabama 0.03% of their portfolio | 75.9k $7.9m | Added +1.1k |
| Hillsdale Investment Management Inc. 0.20% of their portfolio | 72.0k $7.5m | New |
| Sound Income Strategies, LLC 0.34% of their portfolio | 67.2k $6.9m | Added +3.4k |
| Vest Financial, LLC 0.08% of their portfolio | 66.1k $6.9m | Added +6.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 65.8k $6.8m | Added +5.4k |
| Atom Investors LP 0.46% of their portfolio | 62.5k $6.5m | Added +22.7k |
| South Dakota Investment Council 0.12% of their portfolio | 61.8k $6.4m | Reduced -1.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 59.0k $6.1m | Reduced -2.2k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.32% of their portfolio | 59.0k $6.1m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 58.5k $6.1m | Reduced -6.5k |
| Quantinno Capital Management LP 0.01% of their portfolio | 55.9k $5.8m | Added +49.9k |
| TURTLE CREEK ASSET MANAGEMENT INC. 0.22% of their portfolio | 55.5k $5.8m | Added +25.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 53.6k $5.5m | Reduced -1.3k |
| Trexquant Investment LP 0.04% of their portfolio | 53.4k $5.5m | Reduced -4.6k |
| Ballast Asset Management, LP 2.36% of their portfolio | 51.2k $5.3m | Added +1.7k |
| Bridgewater Associates, LP 0.02% of their portfolio | 50.6k $5.2m | Added +10.0k |
| XTX Topco Ltd 0.09% of their portfolio | 48.4k $5.0m | Added +37.7k |
| NICOLA WEALTH MANAGEMENT LTD. 0.59% of their portfolio | 47.6k $4.9m | Unchanged |
| Corient Private Wealth LP 0.01% of their portfolio | 47.1k $4.9m | Added +43.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 46.5k $4.8m | Added +5.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 45.5k $4.7m | Added +18.9k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 45.5k $4.7m | Added +26.2k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 42.3k $4.4m | Reduced -649 |
| Allianz Asset Management GmbH 0.00% of their portfolio | 40.5k $4.2m | Added +17.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 39.0k $4.0m | Reduced -1.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 37.7k $3.9m | Added +2.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 37.7k $3.9m | First filing |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 36.8k $3.8m | Reduced -60.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 35.3k $3.7m | New |
| Westside Investment Management, Inc. 0.54% of their portfolio | 34.2k $3.5m | Added +3.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 32.7k $3.4m | Added +15.0k |
| INTECH INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 32.7k $3.4m | Added +10.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 31.4k $3.3m | Added +1.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 31.3k $3.2m | Reduced -1.5k |
| Walleye Capital LLC 0.02% of their portfolio | 30.6k $3.2m | New |
| Focus Partners Wealth 0.00% of their portfolio | 30.3k $3.1m | Reduced -5.2k |
| WINTON GROUP Ltd 0.10% of their portfolio | 28.0k $2.9m | Reduced -20.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 26.7k $2.8m | Reduced -6.1k |