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 ($26.7m this quarter). Holder counts are more reliable. Shares outstanding: 58.3m as of 2024-05-03, 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 ≈ $95.29. Options: 7 managers hold calls ($10.6m notional), 6 hold puts ($26.9m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 260 |
| Q4 2022 | 285 |
| Q1 2023 | 286 |
| Q2 2023 | 283 |
| Q3 2023 | 315 |
| Q4 2023 | 316 |
| Q1 2024 | 329 |
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 |
| Q2 2023 | 103 | 154 |
| Q3 2023 | 134 | 132 |
| Q4 2023 | 132 | 165 |
| Q1 2024 | 151 | 161 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $922.9k | $423.2k | 0.46 |
| Q3 2023 | $8.0m | $538.2k | 0.07 |
| Q4 2023 | $18.9m | $7.4m | 0.39 |
| Q1 2024 | $10.6m | $26.9m | 2.53 |
Biggest buyers
| MORGAN STANLEY | Added | +4.0m |
| FIL Ltd | Added | +629.8k |
| LORD, ABBETT & CO. LLC | New | +480.0k |
| SAMLYN CAPITAL, LLC | New | +296.7k |
| AMERIPRISE FINANCIAL INC | Added | +291.8k |
| SCOPUS ASSET MANAGEMENT, L.P. | Added | +202.1k |
| J. Goldman & Co LP | New | +166.4k |
| 12th Street Asset Management Company, LLC | New | +160.5k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Added | +157.9k |
| Merewether Investment Management, LP | New | +157.7k |
Biggest sellers
| FMR LLC | Reduced | -613.9k |
| ArrowMark Colorado Holdings LLC | Reduced | -434.0k |
| JCP Investment Management, LLC | Sold out | -423.2k |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Reduced | -202.0k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -187.4k |
| Hound Partners, LLC | Reduced | -182.6k |
| CRAMER ROSENTHAL MCGLYNN LLC | Reduced | -174.9k |
| Penn Capital Management Company, LLC | Reduced | -159.0k |
| Centre Asset Management, LLC | Sold out | -114.6k |
| NEW YORK STATE COMMON RETIREMENT FUND | Reduced | -104.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $4.3m44.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.5m26.3k shares |
| SIMPLEX TRADING, LLC | Added | $1.5m15.6k shares |
| Caption Management, LLC | New | $1.0m11.0k shares |
| PEAK6 Investments LLC | Added | $762.6k8.0k shares |
| JANE STREET GROUP, LLC | Reduced | $543.3k5.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | New | $23.8m250.0k shares |
| PEAK6 Investments LLC | Added | $2.4m24.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $352.7k3.7k shares |
| CITADEL ADVISORS LLC | Reduced | $266.9k2.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $76.0k800 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 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 | — | 1 | $40.7k | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 1 | $102.2k | 8 | $2.6m | $442.4k |
| Q2 2023 | 0 | — | 3 | $738.8k | $738.8k |
| Q3 2023 | 0 | — | 9 | $6.3m | $1.1m |
| Q4 2023 | 0 | — | 3 | $1.6m | $709.8k |
| Q1 2024 | 0 | — | 8 | $5.3m | $2.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-27 | STRAHAN DORMAN LYNN President-Kirby Engine Systems | Sold | $325.6k3.4k shares |
| 2024-03-26 | MILLER SCOTT P VP - CIO | Sold | $637.3k6.7k shares |
| 2024-03-22 | Kumar Raj Exec VP and CFO | Sold plan | $205.0k2.2k shares |
| 2024-03-05 | Kumar Raj Exec VP and CFO | Sold plan | $150.3k1.7k shares |
| 2024-02-23 | Kumar Raj Exec VP and CFO | Sold plan | $147.0k1.7k shares |
| 2024-02-22 | STEWART RICHARD ROSS Director | Sold | $256.9k3.0k shares |
| 2024-02-12 | Grzebinski David W President & CEO, director | Sold plan | $1.5m18.0k shares |
| 2024-02-07 | MILLER SCOTT P VP - CIO | Sold plan | $206.8k2.5k shares |
| 2024-02-07 | DRAGG RONALD A Vice President and Controller | Sold | $119.7k1.4k shares |
| 2024-02-06 | O'Neil Christian G. President-Kirby Inland Marine | Sold | $765.8k9.0k shares |
| 2024-02-06 | Grzebinski David W President & CEO, director | Sold | $593.0k7.0k shares |
| 2024-02-06 | Husted Amy D. VP General Counsel & Secretary | Sold | $230.1k2.7k shares |
| 2024-01-29 | MILLER SCOTT P VP - CIO | Sold plan | $145.5k1.8k 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 2024
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.03% of their portfolio | 12.5m $1.2bn | Added +4.0m |
| VANGUARD GROUP INC 0.01% of their portfolio | 6.1m $581.5m | Added +3.0k |
| BlackRock Inc. 0.01% of their portfolio | 5.1m $484.1m | Added +21.1k |
| NEUBERGER BERMAN GROUP LLC 0.28% of their portfolio | 3.5m $335.1m | Reduced -16.0k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 2.8m $262.7m | Added +132.0k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.87% of their portfolio | 2.0m $193.1m | Reduced -15.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 1.7m $164.6m | Reduced -102.2k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $161.4m | Added +26.4k |
| FIL Ltd 0.14% of their portfolio | 1.4m $138.1m | Added +629.8k |
| JENNISON ASSOCIATES LLC 0.09% of their portfolio | 1.4m $133.6m | Added +54.8k |
| ArrowMark Colorado Holdings LLC 1.45% of their portfolio | 1.4m $128.8m | Reduced -434.0k |
| FMR LLC 0.01% of their portfolio | 1.3m $121.3m | Reduced -613.9k |
| MACQUARIE GROUP LTD 0.13% of their portfolio | 1.2m $113.2m | Reduced -83.3k |
| JANUS HENDERSON GROUP PLC 0.05% of their portfolio | 955.6k $91.1m | Added +90.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 951.2k $90.7m | Added +40.3k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.75% of their portfolio | 896.3k $85.4m | Added +157.9k |
| D. E. Shaw & Co., Inc. 0.10% of their portfolio | 848.3k $80.9m | Added +84.4k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 774.5k $73.8m | Added +291.8k |
| Hood River Capital Management LLC 1.63% of their portfolio | 768.6k $73.3m | Added +50.9k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.24% of their portfolio | 742.6k $70.8m | Reduced -5.3k |
| Park West Asset Management LLC 5.25% of their portfolio | 735.0k $70.1m | Reduced -52.8k |
| NORGES BANK 0.01% of their portfolio | 685.0k $65.3m | Added +25.2k |
| Encompass Capital Advisors LLC 3.43% of their portfolio | 662.6k $63.2m | Reduced -9.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 551.1k $52.5m | Added +12.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio | 542.4k $51.7m | Reduced -88.0k |
| LORD, ABBETT & CO. LLC 0.07% of their portfolio | 480.0k $45.8m | New |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 471.8k $45.0m | Added +45.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 465.6k $44.4m | Reduced -73.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 450.1k $42.9m | Reduced -32.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 448.5k $42.8m | Reduced -56.1k |
| VAN ECK ASSOCIATES CORP 0.06% of their portfolio | 391.0k $37.3m | Reduced -10.4k |
| SCOPUS ASSET MANAGEMENT, L.P. 1.18% of their portfolio | 376.8k $35.9m | Added +202.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 351.2k $33.5m | Reduced -32.9k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 319.3k $30.4m | Reduced -1.1k |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 317.6k $30.3m | Reduced -10.9k |
| SAMLYN CAPITAL, LLC 0.49% of their portfolio | 296.7k $28.3m | New |
| CRAMER ROSENTHAL MCGLYNN LLC 1.48% of their portfolio | 287.0k $27.4m | Reduced -174.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 282.5k $26.9m | Reduced -187.4k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 262.4k $25.0m | Added +42.7k |
| BESSEMER GROUP INC 0.04% of their portfolio | 250.7k $23.9m | Added +47.1k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 244.8k $23.3m | Reduced -79.2k |
| Hound Partners, LLC 6.39% of their portfolio | 224.9k $21.4m | Reduced -182.6k |
| READYSTATE ASSET MANAGEMENT LP 0.76% of their portfolio | 223.2k $21.3m | Added +62.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 222.5k $21.2m | Added +5.5k |
| Invesco Ltd. 0.00% of their portfolio | 216.9k $20.7m | Added +33.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 216.4k $20.6m | Reduced -5.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 216.2k $20.6m | Added +19.6k |
| LATHROP INVESTMENT MANAGEMENT CO 3.48% of their portfolio | 188.5k $18.0m | Reduced -11.8k |
| ROYCE & ASSOCIATES LP 0.16% of their portfolio | 188.0k $17.9m | Added +62.0k |
| NATIXIS ADVISORS, LLC 0.04% of their portfolio | 184.0k $17.5m | Added +54.5k |
| RK Capital Management, LLC 3.27% of their portfolio | 169.9k $16.2m | Added +49.3k |
| MUHLENKAMP & CO INC 4.69% of their portfolio | 169.3k $16.1m | Added +1.1k |
| J. Goldman & Co LP 0.72% of their portfolio | 166.4k $15.9m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 166.3k $15.9m | Reduced -11.1k |
| 12th Street Asset Management Company, LLC 2.65% of their portfolio | 160.5k $15.3m | New |
| Merewether Investment Management, LP 0.82% of their portfolio | 157.7k $15.0m | New |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.06% of their portfolio | 150.7k $14.4m | Reduced -202.0k |
| VELA Investment Management, LLC 5.01% of their portfolio | 142.7k $13.6m | Added +2.9k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.14% of their portfolio | 141.3k $13.5m | New |
| Davidson Kempner Capital Management LP 0.20% of their portfolio | 140.0k $13.3m | Not comparable |
| Corient Private Wealth LP 0.02% of their portfolio | 131.2k $12.5m | New |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.11% of their portfolio | 119.1k $11.3m | Reduced -1.5k |
| Ziegler Capital Management, LLC 0.43% of their portfolio | 119.0k $11.3m | Added +76.7k |
| GUGGENHEIM CAPITAL LLC 0.07% of their portfolio | 109.8k $10.5m | Added +7 |
| California Public Employees Retirement System 0.01% of their portfolio | 109.7k $10.5m | Reduced -3.1k |
| SCOUT INVESTMENTS, INC. 0.25% of their portfolio | 108.8k $10.3m | Added +43.5k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 107.0k $10.2m | Added +46 |
| Legal & General Group Plc 0.00% of their portfolio | 99.3k $9.5m | Reduced -15.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 97.7k $9.3m | Reduced -18.1k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 95.0k $9.1m | Added +1.7k |
| Lighthouse Investment Partners, LLC 0.53% of their portfolio | 94.0k $9.0m | Added +89.8k |
| Advantage Alpha Capital Partners LP 1.61% of their portfolio | 89.9k $8.6m | Reduced -10.7k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 89.1k $8.5m | Reduced -7.3k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 88.1k $8.3m | Added +32.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 82.1k $7.8m | Reduced -43.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 80.9k $7.7m | Reduced -282 |
| HEARTLAND ADVISORS INC 0.40% of their portfolio | 80.5k $7.7m | Unchanged |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 80.4k $7.7m | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.03% of their portfolio | 78.2k $7.5m | Reduced -1.6k |
| ALGERT GLOBAL LLC 0.28% of their portfolio | 76.0k $7.2m | Added +24.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 74.9k $7.1m | Reduced -8.4k |
| Retirement Systems of Alabama 0.03% of their portfolio | 74.2k $7.1m | Added +195 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP 3.06% of their portfolio | 72.0k $6.9m | New |
| Sapience Investments, LLC 2.23% of their portfolio | 70.5k $6.7m | Reduced -34.4k |
| Crestline Management, L.P. 0.62% of their portfolio | 68.2k $6.5m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 67.0k $6.4m | Reduced -7.9k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 66.8k $6.4m | Added +16.4k |
| North Star Investment Management Corp. 0.44% of their portfolio | 65.3k $6.2m | Reduced -2.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 62.7k $6.0m | Added +47.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 60.8k $4.2m | Reduced -3.9k |
| Hodges Capital Management Inc. 0.34% of their portfolio | 55.5k $5.3m | Reduced -26.9k |
| BARCLAYS PLC 0.00% of their portfolio | 54.5k $5.2m | Reduced -16.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 54.1k $5.2m | Reduced -2.3k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio | 51.7k $4.9m | Added +670 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 51.4k $4.9m | Added +2.3k |
| SHAKER INVESTMENTS LLC/OH 2.01% of their portfolio | 49.8k $4.7m | Added +220 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 47.8k $4.6m | Reduced -104.2k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.21% of their portfolio | 46.1k $4.4m | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.30% of their portfolio | 45.8k $4.4m | Reduced -36.6k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 44.6k $4.3m | Added +26.0k |