KIRBY CORP KEX
COM · Common Stock · CUSIP 497266106 · ISIN US4972661064
Maritime equipment corporation
- SectorIndustrials
- IndustryWater Transportation
- HeadquartersHouston, TX
- Founded1921
- Websitekirbycorp.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 ($8.1m this quarter). Holder counts are more reliable. Shares outstanding: 60.0m 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 ≈ $69.75. Options: 3 managers hold calls ($292.7k notional), 2 hold puts ($376.4k).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 260 |
| Q4 2022 | 285 |
| Q1 2023 | 286 |
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 | 150 | 101 |
| Q1 2023 | 122 | 141 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $753.0k | $1.0m | 1.35 |
| Q4 2022 | $514.8k | $12.9k | 0.03 |
| Q1 2023 | $292.7k | $376.4k | 1.29 |
Biggest buyers
| FMR LLC | Added | +2.6m |
| ArrowMark Colorado Holdings LLC | Added | +407.2k |
| VANGUARD GROUP INC | Added | +177.1k |
| JANUS HENDERSON GROUP PLC | Added | +176.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +152.3k |
| J. Goldman & Co LP | New | +148.7k |
| MARSHALL WACE, LLP | New | +143.2k |
| CITADEL ADVISORS LLC | Added | +138.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +126.7k |
| Brandywine Global Investment Management, LLC | Added | +113.2k |
Biggest sellers
| Diamond Hill Capital Management, LLC (Investment Advisor) | Reduced | -242.7k |
| Bank of New York Mellon Corp | Reduced | -240.3k |
| Encompass Capital Advisors LLC | Reduced | -208.1k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -186.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -166.4k |
| Balyasny Asset Management L.P. | Sold out | -151.9k |
| CRAMER ROSENTHAL MCGLYNN LLC | Reduced | -141.3k |
| Weiss Multi-Strategy Advisers LLC | Reduced | -137.6k |
| Amundi | Sold out | -130.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -127.9k |
Biggest calls
| PEAK6 Investments LLC | New | $188.2k2.7k shares |
| CITADEL ADVISORS LLC | Reduced | $104.5k1.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| PEAK6 Investments LLC | New | $376.4k5.4k 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 |
|---|---|
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-07-14 | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: GOLDMAN SACHS ASSET MANAGEMENT, L.P. (4.4%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), MORGAN STANLEY (4.7%, 2026-02-12)
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 | $528.8k | 3 | $387.7k | — |
| Q1 2022 | 0 | — | 8 | $4.1m | — |
| Q2 2022 | 0 | — | 1 | $40.7k | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 1 | $102.2k | 8 | $2.6m | $442.4k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-07 | DRAGG RONALD A Vice President and Controller | Sold | $89.4k1.2k shares |
| 2023-03-07 | Niemietz Kurt A. VP IR & Treasurer | Sold | $55.7k750 shares |
| 2023-03-03 | Kumar Raj Exec VP and CFO | Sold plan | $225.0k3.0k shares |
| 2023-03-01 | Grzebinski David W President & CEO, director | Sold plan | $217.4k3.0k shares |
| 2023-02-28 | Dewbre Rocky Director | Bought | $102.2k1.4k shares |
| 2023-02-13 | Husted Amy D. VP General Counsel & Secretary | Sold | $539.8k7.4k shares |
| 2023-02-13 | Clarke Kim B VP and Chief HR Officer | Sold | $315.0k4.3k shares |
| 2023-02-13 | Kumar Raj Exec VP and CFO | Sold | $146.0k2.0k shares |
| 2023-02-08 | O'Neil Christian G. President-Kirby Inland Marine | Sold | $632.4k8.7k shares |
| 2023-02-08 | DRAGG RONALD A Vice President and Controller | Sold | $109.2k1.5k shares |
| 2023-02-08 | MILLER SCOTT P VP - CIO | Sold | $88.1k1.2k shares |
| 2023-02-07 | MILLER SCOTT P VP - CIO | Sold | $203.6k2.8k 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 |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 5.9m $411.2m | Added +177.1k |
| BlackRock Inc. 0.01% of their portfolio | 5.3m $370.4m | Added +14.4k |
| MORGAN STANLEY 0.03% of their portfolio | 4.2m $292.4m | Reduced -53.1k |
| FMR LLC 0.01% of their portfolio | 3.6m $249.6m | Added +2.6m |
| NEUBERGER BERMAN GROUP LLC 0.23% of their portfolio | 3.5m $244.7m | Added +99.9k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 2.4m $168.3m | Added +126.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 2.1m $146.4m | Reduced -43.6k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.77% of their portfolio | 2.1m $146.1m | Added +77.2k |
| ArrowMark Colorado Holdings LLC 1.41% of their portfolio | 1.8m $123.7m | Added +407.2k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $116.5m | Reduced -50.8k |
| MACQUARIE GROUP LTD 0.13% of their portfolio | 1.6m $108.2m | Reduced -82.5k |
| CITADEL ADVISORS LLC 0.10% of their portfolio | 1.3m $93.7m | Added +138.5k |
| JENNISON ASSOCIATES LLC 0.07% of their portfolio | 1.1m $79.8m | Added +102.8k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.36% of their portfolio | 1.1m $75.9m | Reduced -242.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 838.6k $58.5m | Added +26.3k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.20% of their portfolio | 758.9k $52.9m | Added +15.1k |
| CRAMER ROSENTHAL MCGLYNN LLC 2.23% of their portfolio | 707.8k $49.3m | Reduced -141.3k |
| Hood River Capital Management LLC 1.58% of their portfolio | 700.3k $48.8m | Added +112.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio | 663.7k $46.3m | Added +52.0k |
| NORGES BANK 0.01% of their portfolio | 628.9k $43.8m | Reduced -35.7k |
| JCP Investment Management, LLC 30.73% of their portfolio | 625.5k $43.6m | Unchanged |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 606.4k $42.3m | Added +176.9k |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 604.7k $42.1m | Reduced -30.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 571.2k $39.8m | Added +15.3k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.47% of their portfolio | 550.4k $38.4m | Reduced -11.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 534.4k $37.2m | Reduced -5.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 529.8k $36.9m | Reduced -588 |
| Bank of New York Mellon Corp 0.01% of their portfolio | 524.9k $36.6m | Reduced -240.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 523.6k $36.5m | Added +49.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 520.4k $36.3m | Reduced -9.8k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 447.7k $31.2m | Reduced -1 |
| VAN ECK ASSOCIATES CORP 0.07% of their portfolio | 446.8k $31.1m | Reduced -5.0k |
| Hound Partners, LLC 6.69% of their portfolio | 381.3k $26.6m | Reduced -45.0k |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 367.1k $25.6m | Reduced -36.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 349.5k $24.4m | Reduced -166.4k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 344.2k $23.5m | Added +152.3k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 324.6k $22.6m | Reduced -127.9k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.61% of their portfolio | 297.0k $20.7m | Reduced -28.5k |
| ROYCE & ASSOCIATES LP 0.20% of their portfolio | 283.4k $19.8m | Reduced -14.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 237.0k $16.5m | Added +2.1k |
| Brandywine Global Investment Management, LLC 0.06% of their portfolio | 225.3k $15.7m | Added +113.2k |
| Encompass Capital Advisors LLC 0.88% of their portfolio | 207.3k $14.5m | Reduced -208.1k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 204.1k $14.2m | Reduced -59.4k |
| LATHROP INVESTMENT MANAGEMENT CO 2.95% of their portfolio | 199.5k $13.9m | Added +252 |
| Penn Capital Management Company, LLC 1.40% of their portfolio | 199.2k $14.0m | Reduced -11.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 194.7k $13.6m | Reduced -315 |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 189.1k $13.2m | Reduced -2.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 180.8k $12.6m | Reduced -186.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 180.3k $12.6m | Added +111.2k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 179.1k $12.5m | Reduced -147 |
| GUGGENHEIM CAPITAL LLC 0.09% of their portfolio | 151.3k $10.5m | Reduced -2.0k |
| J. Goldman & Co LP 0.60% of their portfolio | 148.7k $10.4m | New |
| MARSHALL WACE, LLP 0.02% of their portfolio | 143.2k $10.0m | New |
| Legal & General Group Plc 0.00% of their portfolio | 142.7k $9.9m | Added +1.6k |
| Sapience Investments, LLC 2.26% of their portfolio | 140.0k $9.8m | Reduced -9.3k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.15% of their portfolio | 134.1k $9.3m | Reduced -21.8k |
| Mesirow Institutional Investment Management, Inc. 1.00% of their portfolio | 131.9k $9.2m | Added +3.7k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 131.7k $9.2m | Added +5.4k |
| VELA Investment Management, LLC 4.17% of their portfolio | 131.4k $9.2m | Added +3.3k |
| Ziegler Capital Management, LLC 0.35% of their portfolio | 126.6k $8.8m | Added +1.2k |
| Clear Sky Carbon Solutions Investment Management, LLC 2.21% of their portfolio | 125.0k $8.7m | Added +39.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 123.3k $8.6m | Added +16.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.09% of their portfolio | 122.8k $8.6m | Reduced -11.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 122.6k $8.5m | Reduced -21.6k |
| HEARTLAND ADVISORS INC 0.50% of their portfolio | 115.7k $8.1m | Added +6.1k |
| Invesco Ltd. 0.00% of their portfolio | 107.9k $7.5m | Reduced -4.2k |
| Centre Asset Management, LLC 1.75% of their portfolio | 103.8k $7.2m | Added +1.3k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 99.7k $7.0m | Added +3.8k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 96.5k $6.7m | Added +63.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 96.1k $6.7m | Added +66.5k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio | 92.4k $6.4m | Reduced -865 |
| ExodusPoint Capital Management, LP 0.07% of their portfolio | 88.9k $6.2m | Added +7.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 88.6k $6.2m | Reduced -964 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 84.6k $5.9m | Reduced -13.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 84.2k $5.9m | Reduced -100 |
| STRS OHIO 0.01% of their portfolio | 84.0k $5.9m | Added +55.0k |
| Advantage Alpha Capital Partners LP 1.16% of their portfolio | 79.7k $5.6m | Reduced -1.4k |
| Retirement Systems of Alabama 0.02% of their portfolio | 78.3k $5.5m | Reduced -683 |
| North Star Investment Management Corp. 0.44% of their portfolio | 76.8k $5.4m | Reduced -1.0k |
| BESSEMER GROUP INC 0.01% of their portfolio | 71.8k $5.0m | Added +1.8k |
| Cubist Systematic Strategies, LLC 0.05% of their portfolio | 71.3k $5.0m | Added +12.4k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 70.7k $5.0m | Added +5.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 68.8k $4.8m | Reduced -4.6k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 62.3k $4.3m | Reduced -12.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 60.8k $4.2m | Unchanged |
| Weiss Multi-Strategy Advisers LLC 0.10% of their portfolio | 60.5k $4.2m | Reduced -137.6k |
| Shellback Capital, LP 0.47% of their portfolio | 60.0k $4.2m | New |
| FIL Ltd 0.00% of their portfolio | 56.9k $4.0m | Added +19.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 55.2k $3.8m | Added +7.2k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio | 53.7k $3.7m | Added +13.4k |
| SHAKER INVESTMENTS LLC/OH 2.02% of their portfolio | 51.8k $3.6m | Added +14.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 51.4k $3.6m | Reduced -2.2k |
| State of Tennessee, Department of Treasury 0.02% of their portfolio | 49.6k $3.5m | Reduced -3.2k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.24% of their portfolio | 49.4k $3.4m | Added +11.2k |
| Hodges Capital Management Inc. 0.48% of their portfolio | 48.7k $5.8m | Reduced -14.7k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 48.2k $3.4m | Reduced -1.0k |
| AGF MANAGEMENT LTD 0.02% of their portfolio | 47.5k $3.3m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 46.5k $3.2m | Reduced -1.9k |
| HOURGLASS CAPITAL, LLC 1.12% of their portfolio | 44.6k $3.1m | Reduced -550 |
| Stanley-Laman Group, Ltd. 0.52% of their portfolio | 41.5k $2.9m | Added +473 |