C H ROBINSON WORLDWIDE INC CHRW
COM NEW · Common Stock · CUSIP 12541W209 · ISIN US12541W2098
American transportation and logistics company
- SectorIndustrials
- IndustryArrangement of Transportation of Freight & Cargo
- HeadquartersEden Prairie, MN
- Founded1905
- Websitechrobinson.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 ($45.6m this quarter). Holder counts are more reliable. Shares outstanding: 117.1m as of 2024-05-01, 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 ≈ $76.22. Options: 24 managers hold calls ($168.6m notional), 23 hold puts ($102.6m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 652 |
| Q4 2022 | 628 |
| Q1 2023 | 613 |
| Q2 2023 | 612 |
| Q3 2023 | 605 |
| Q4 2023 | 642 |
| Q1 2024 | 588 |
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 | 253 | 347 |
| Q1 2023 | 273 | 309 |
| Q2 2023 | 263 | 305 |
| Q3 2023 | 254 | 297 |
| Q4 2023 | 279 | 311 |
| Q1 2024 | 253 | 348 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $252.2m | $60.9m | 0.24 |
| Q3 2023 | $245.7m | $77.2m | 0.31 |
| Q4 2023 | $217.6m | $80.3m | 0.37 |
| Q1 2024 | $168.6m | $102.6m | 0.61 |
Biggest buyers
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +2.7m |
| VAN ECK ASSOCIATES CORP | Added | +2.6m |
| MORGAN STANLEY | Added | +2.6m |
| First Eagle Investment Management, LLC | Added | +2.0m |
| Cresset Asset Management, LLC | Added | +1.1m |
| PZENA INVESTMENT MANAGEMENT LLC | New | +873.0k |
| Invesco Ltd. | Added | +769.4k |
| Alberta Investment Management Corp | New | +540.1k |
| BANK OF AMERICA CORP /DE/ | Added | +278.1k |
| Bank of New York Mellon Corp | Added | +233.4k |
Biggest sellers
| Ancora Advisors LLC | Reduced | -2.1m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.1m |
| ROYAL BANK OF CANADA | Reduced | -898.4k |
| Qube Research & Technologies Ltd | Reduced | -729.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -711.6k |
| Corient Private Wealth LP | Reduced | -409.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -379.6k |
| Pacer Advisors, Inc. | Reduced | -331.4k |
| BlackRock Inc. | Reduced | -287.1k |
| MARSHALL WACE, LLP | Reduced | -234.5k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $44.8m588.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $20.1m263.7k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $15.2m200.0k shares |
| SIMPLEX TRADING, LLC | Added | $14.1m185.6k shares |
| JANE STREET GROUP, LLC | Reduced | $12.1m159.5k shares |
| Twin Tree Management, LP | Reduced | $10.4m136.7k shares |
| GROUP ONE TRADING LLC | Reduced | $9.3m121.6k shares |
| Parallax Volatility Advisers, L.P. | New | $6.9m90.0k shares |
| Cubist Systematic Strategies, LLC | Added | $6.1m80.3k shares |
| IMC-Chicago, LLC | Added | $4.9m63.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $36.0m473.1k shares |
| SIMPLEX TRADING, LLC | Added | $12.5m164.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.3m95.9k shares |
| PEAK6 Investments LLC | Added | $7.3m95.7k shares |
| Parallax Volatility Advisers, L.P. | Added | $6.9m90.0k shares |
| Cubist Systematic Strategies, LLC | New | $4.6m61.0k shares |
| IMC-Chicago, LLC | Added | $3.6m47.9k shares |
| Jefferies Financial Group Inc. | New | $3.4m45.0k shares |
| Caption Management, LLC | New | $3.4m45.0k shares |
| Walleye Capital LLC | Added | $2.9m38.3k 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 +1.1 pts · filed 2026-07-27 | 8.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: First Eagle Investment Management, LLC (4.9%, 2026-05-13), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), WELLINGTON MANAGEMENT GROUP LLP (4.6%, 2026-02-10)
Insider purchases and sales in Q1 2024
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 2022 | 0 | — | 8 | $14.5m | — |
| Q3 2022 | 1 | $100.0k | 5 | $8.0m | — |
| Q4 2022 | 1 | $96.4k | 1 | $515.6k | — |
| Q1 2023 | 0 | — | 1 | $354.1k | — |
| Q2 2023 | 0 | — | 3 | $2.7m | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $149.8k | 1 | $582 | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 14.2m $1.1bn | Added +177.1k |
| BlackRock Inc. 0.02% of their portfolio | 12.8m $972.9m | Reduced -287.1k |
| First Eagle Investment Management, LLC 1.99% of their portfolio | 11.5m $874.5m | Added +2.0m |
| STATE STREET CORP 0.03% of their portfolio | 7.9m $604.2m | Reduced -89.3k |
| MORGAN STANLEY 0.01% of their portfolio | 6.1m $466.3m | Added +2.6m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 3.7m $284.9m | Added +2.7m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.1m $234.2m | Added +100.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.0m $224.5m | Added +137.8k |
| VAN ECK ASSOCIATES CORP 0.31% of their portfolio | 2.7m $202.7m | Added +2.6m |
| Invesco Ltd. 0.04% of their portfolio | 2.7m $202.1m | Added +769.4k |
| Cresset Asset Management, LLC 0.81% of their portfolio | 2.2m $166.9m | Added +1.1m |
| Clarkston Capital Partners, LLC 2.90% of their portfolio | 2.2m $164.2m | Added +118.2k |
| ProShare Advisors LLC 0.41% of their portfolio | 2.0m $152.4m | Added +94.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 1.7m $126.1m | Reduced -99.1k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.5m $115.6m | Added +2.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 1.3m $99.8m | Reduced -158.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.3m $97.5m | Added +233.4k |
| Pacer Advisors, Inc. 0.22% of their portfolio | 1.3m $96.0m | Reduced -331.4k |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 1.0m $79.0m | Added +9.0k |
| Legal & General Group Plc 0.02% of their portfolio | 1.0m $76.8m | Reduced -184.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 966.3k $73.6m | Reduced -155.0k |
| PZENA INVESTMENT MANAGEMENT LLC 0.23% of their portfolio | 873.0k $66.5m | New |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 822.4k $62.6m | Reduced -35.0k |
| US BANCORP \DE\ 0.09% of their portfolio | 820.2k $62.4m | Reduced -13.2k |
| BARCLAYS PLC 0.03% of their portfolio | 747.7k $56.9m | Added +144.9k |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 733.6k $55.9m | Added +193.5k |
| Amundi 0.02% of their portfolio | 715.9k $50.0m | Added +23.0k |
| California Public Employees Retirement System 0.04% of their portfolio | 711.4k $54.2m | Reduced -29.9k |
| MAIRS & POWER INC 0.51% of their portfolio | 692.3k $52.7m | Added +115.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 685.9k $52.2m | Reduced -1.1m |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 617.3k $47.0m | Reduced -898.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 606.4k $46.2m | Added +278.1k |
| NORGES BANK 0.01% of their portfolio | 563.6k $42.9m | Reduced -42.3k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 562.2k $42.8m | Reduced -109.2k |
| Saratoga Research & Investment Management 1.89% of their portfolio | 546.5k $41.6m | Added +10.8k |
| Alberta Investment Management Corp 0.42% of their portfolio | 540.1k $41.1m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio | 489.6k $37.3m | Added +178.7k |
| Aberdeen Group plc 0.07% of their portfolio | 470.2k $35.8m | Added +19.4k |
| Vest Financial, LLC 0.88% of their portfolio | 435.6k $33.2m | Added +116.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 413.1k $31.5m | Added +8.8k |
| NOMURA ASSET MANAGEMENT CO LTD 0.11% of their portfolio | 412.3k $31.4m | Added +49.2k |
| PINEBRIDGE INVESTMENTS, L.P. 0.25% of their portfolio | 411.0k $31.3m | Reduced -182.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 389.6k $29.7m | Reduced -17.2k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 379.8k $28.9m | Reduced -86.6k |
| UBS Group AG 0.01% of their portfolio | 367.2k $28.0m | Added +76.6k |
| Swiss National Bank 0.02% of their portfolio | 349.4k $26.6m | Reduced -13.5k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 336.9k $25.7m | Reduced -133.3k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 326.0k $24.8m | Reduced -234.5k |
| APG Asset Management N.V. 0.04% of their portfolio | 315.0k $22.2m | Reduced -130.8k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 310.5k $23.6m | Reduced -10.2k |
| CWM, LLC 0.10% of their portfolio | 263.2k $20.0m | Added +6.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 262.4k $20.0m | Reduced -3.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 254.4k $19.2m | Reduced -33.8k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 253.3k $19.3m | Added +13.4k |
| Ashton Thomas Private Wealth, LLC 1.10% of their portfolio | 251.5k $19.2m | Reduced -335 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.15% of their portfolio | 242.0k $18.4m | Reduced -5.3k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.20% of their portfolio | 233.9k $17.8m | Reduced -149.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 229.9k $17.5m | Reduced -198.5k |
| Berger Financial Group, Inc 1.41% of their portfolio | 224.8k $17.1m | Added +6.3k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 223.3k $17.0m | Reduced -13.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 221.2k $16.8m | Added +12.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 214.1k $16.3m | Added +26.2k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 213.1k $16.2m | Reduced -729.7k |
| CITIGROUP INC 0.02% of their portfolio | 208.5k $15.9m | Added +9.5k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 206.2k $15.7m | Reduced -108 |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 199.0k $15.0m | Reduced -191.5k |
| SASCO CAPITAL INC / CT/ 2.03% of their portfolio | 198.8k $15.1m | Unchanged |
| Marathon Asset Management Ltd 0.41% of their portfolio | 198.0k $15.2m | Added +58.7k |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD 0.57% of their portfolio | 185.8k $14.1m | Added +1.2k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 180.2k $13.7m | Added +5.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.16% of their portfolio | 171.8k $13.1m | Added +52.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 168.1k $12.8m | Added +12.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 163.6k $12.5m | Reduced -7.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 161.3k $12.3m | Added +111 |
| SPEECE THORSON CAPITAL GROUP INC 2.34% of their portfolio | 158.7k $12.1m | Added +30.9k |
| Brandywine Global Investment Management, LLC 0.09% of their portfolio | 158.2k $12.0m | Reduced -1.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 155.4k $11.8m | Reduced -11.1k |
| Savant Capital, LLC 0.13% of their portfolio | 154.1k $11.7m | Reduced -3.3k |
| SpiderRock Advisors, LLC 0.35% of their portfolio | 145.3k $10.7m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 145.3k $14.4m | Added +8.4k |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 145.0k $11.0m | Added +34.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 143.9k $11.0m | Reduced -13.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 143.4k $10.9m | Reduced -28.2k |
| ISTHMUS PARTNERS, LLC 1.22% of their portfolio | 140.6k $10.7m | Added +24.6k |
| INTECH INVESTMENT MANAGEMENT LLC 0.15% of their portfolio | 140.4k $10.7m | Added +9.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 131.9k $10.0m | Reduced -25.9k |
| Caisse de depot et placement du Quebec 0.02% of their portfolio | 128.6k $9.8m | Reduced -213.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 126.9k $9.7m | Added +63.6k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 124.3k $9.5m | Reduced -31.0k |
| Squarepoint Ops LLC 0.04% of their portfolio | 122.6k $9.3m | Reduced -116.6k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 120.5k $9.2m | Reduced -9.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 120.2k $9.1m | Reduced -24.5k |
| MIZUHO MARKETS AMERICAS LLC 0.24% of their portfolio | 117.4k $8.9m | Added +62.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 114.4k $8.7m | Added +1.1k |
| TOBAM 0.74% of their portfolio | 108.1k $8.2m | Added +25.0k |
| FMR LLC 0.00% of their portfolio | 107.8k $8.2m | Reduced -2.9k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 107.1k $9.2m | Added +75.0k |
| Avantax Planning Partners, Inc. 0.26% of their portfolio | 104.5k $8.0m | New |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.12% of their portfolio | 104.4k $7.9m | Reduced -9.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 104.3k $7.9m | Reduced -2.2k |