RYDER SYS INC R
COM · Common Stock · CUSIP 783549108 · ISIN US7835491082
American transportation and logistics company
* 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 ($13.9m this quarter). Holder counts are more reliable. Shares outstanding: 40.8m as of 2025-06-30, 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 ≈ $159.14. Options: 10 managers hold calls ($25.6m notional), 10 hold puts ($22.9m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 348 |
| Q4 2022 | 359 |
| Q1 2023 | 371 |
| Q2 2023 | 350 |
| Q3 2023 | 349 |
| Q4 2023 | 374 |
| Q1 2024 | 361 |
| Q2 2024 | 387 |
| Q3 2024 | 403 |
| Q4 2024 | 443 |
| Q1 2025 | 430 |
| Q2 2025 | 439 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 153 | 180 |
| Q4 2023 | 144 | 178 |
| Q1 2024 | 165 | 172 |
| Q2 2024 | 183 | 158 |
| Q3 2024 | 173 | 198 |
| Q4 2024 | 192 | 189 |
| Q1 2025 | 188 | 211 |
| Q2 2025 | 216 | 191 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $43.4m | $46.3m | 1.06 |
| Q4 2024 | $24.0m | $13.0m | 0.54 |
| Q1 2025 | $11.0m | $4.1m | 0.37 |
| Q2 2025 | $25.6m | $22.9m | 0.90 |
Biggest buyers
| VANGUARD GROUP INC | Added | +160.0k |
| FIRST TRUST ADVISORS LP | Added | +141.9k |
| Orbis Allan Gray Ltd | Added | +134.4k |
| Treasurer of the State of North Carolina | Added | +119.6k |
| BARCLAYS PLC | Added | +89.8k |
| Bahl & Gaynor LLC | Added | +87.2k |
| AQR CAPITAL MANAGEMENT LLC | Added | +85.8k |
| MORGAN STANLEY | Added | +66.8k |
| BANK OF AMERICA CORP /DE/ | Added | +62.3k |
| ProShare Advisors LLC | Added | +56.6k |
Biggest sellers
| Allianz Asset Management GmbH | Reduced | -294.4k |
| HG Vora Capital Management, LLC | Reduced | -175.0k |
| BlackRock, Inc. | Reduced | -149.6k |
| FMR LLC | Reduced | -96.1k |
| BW Gestao de Investimentos Ltda. | Sold out | -75.1k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -74.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -50.4k |
| Bank of New York Mellon Corp | Reduced | -47.7k |
| Corebridge Financial, Inc. | Sold out | -46.5k |
| Nuveen, LLC | Reduced | -40.6k |
Biggest calls
| Twin Tree Management, LP | New | $8.2m51.8k shares |
| CITADEL ADVISORS LLC | Added | $7.6m47.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.0m31.3k shares |
| WOLVERINE TRADING, LLC | Added | $3.6m22.1k shares |
| JANE STREET GROUP, LLC | Added | $572.4k3.6k shares |
| SIMPLEX TRADING, LLC | Added | $349.0k2.2k shares |
| TUDOR INVESTMENT CORP ET AL | Unchanged | $302.1k1.9k shares |
| Walleye Trading LLC | Reduced | $31.8k200 shares |
| GROUP ONE TRADING LLC | New | $15.9k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $9.8m61.6k shares |
| CITADEL ADVISORS LLC | Added | $3.6m22.4k shares |
| Twin Tree Management, LP | New | $3.1m19.5k shares |
| IMC-Chicago, LLC | New | $1.8m11.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.7m11.0k shares |
| Walleye Trading LLC | Added | $1.2m7.8k shares |
| WOLVERINE TRADING, LLC | Added | $804.4k5.0k shares |
| Walleye Capital LLC | Reduced | $556.5k3.5k shares |
| SIMPLEX TRADING, LLC | Added | $318.0k2.0k 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 |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.1% |
Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (4.4%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 7 | $20.3m | — |
| Q4 2023 | 0 | — | 3 | $5.1m | — |
| Q1 2024 | 0 | — | 3 | $2.2m | — |
| Q2 2024 | 0 | — | 10 | $19.0m | — |
| Q3 2024 | 0 | — | 2 | $1.8m | — |
| Q4 2024 | 0 | — | 3 | $4.5m | — |
| Q1 2025 | 0 | — | 1 | $221.0k | — |
| Q2 2025 | 0 | — | 6 | $14.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-20 | SANCHEZ ROBERT E Chair and CEO, director | Sold | $2.9m18.5k shares |
| 2025-05-15 | Diez John J. President and COO | Sold | $2.8m17.4k shares |
| 2025-05-15 | Fatovic Robert D EVP, CLO & Corp. Secretary | Sold | $2.1m13.0k shares |
| 2025-05-14 | Sensing John S. President, Global SCS & DTS | Sold | $6.0m37.5k shares |
| 2025-05-05 | Nieto Luis P Jr Director | Sold | $179.5k1.2k shares |
| 2025-05-05 | SMITH E FOLLIN Director | Sold | $179.5k1.2k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 4.9m $774.5m | Added +160.0k |
| BlackRock, Inc. 0.01% of their portfolio | 4.1m $646.5m | Reduced -149.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio | 3.0m $481.5m | Added +43.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $317.3m | Added +7.4k |
| EARNEST PARTNERS LLC 1.34% of their portfolio | 1.9m $297.6m | Added +4.3k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.6m $262.2m | Reduced -17.5k |
| LSV ASSET MANAGEMENT 0.54% of their portfolio | 1.4m $229.8m | Reduced -11.3k |
| Orbis Allan Gray Ltd 0.78% of their portfolio | 1.0m $159.9m | Added +134.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 988.1k $157.1m | Added +62.3k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 858.3k $136.5m | Added +11.5k |
| SEI INVESTMENTS CO 0.16% of their portfolio | 853.2k $135.7m | Added +24.9k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 793.5k $126.2m | Added +141.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 726.0k $115.4m | Reduced -13.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.41% of their portfolio | 709.6k $112.8m | Reduced -869 |
| FMR LLC 0.01% of their portfolio | 679.3k $108.0m | Reduced -96.1k |
| NORGES BANK 0.01% of their portfolio | 652.9k $103.8m | Reduced -20.3k |
| HG Vora Capital Management, LLC 11.12% of their portfolio | 635.0k $101.0m | Reduced -175.0k |
| MORGAN STANLEY 0.01% of their portfolio | 628.7k $100.0m | Added +66.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 480.2k $76.4m | Reduced -47.7k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 469.7k $74.7m | Added +85.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 423.6k $67.4m | Reduced -19.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 409.6k $65.1m | Reduced -17.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.25% of their portfolio | 395.5k $62.9m | Reduced -50.4k |
| Invesco Ltd. 0.01% of their portfolio | 388.2k $61.7m | Reduced -19.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 372.2k $59.2m | Reduced -3.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 314.9k $50.1m | Added +44.9k |
| ProShare Advisors LLC 0.08% of their portfolio | 243.5k $38.7m | Added +56.6k |
| NewEdge Wealth, LLC 0.65% of their portfolio | 237.2k $41.7m | Added +15.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 211.7k $33.7m | Reduced -25.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 204.8k $32.6m | Added +50.0k |
| J. Goldman & Co LP 0.99% of their portfolio | 199.0k $31.6m | Added +8.2k |
| UBS Group AG 0.01% of their portfolio | 190.6k $30.3m | Added +39.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 185.9k $29.6m | Added +38.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 170.1k $27.0m | Added +29.0k |
| Treasurer of the State of North Carolina 0.08% of their portfolio | 160.2k $25.5m | Added +119.6k |
| NATIXIS ADVISORS, LLC 0.04% of their portfolio | 146.9k $23.4m | Added +17.2k |
| Bahl & Gaynor LLC 0.12% of their portfolio | 145.7k $23.2m | Added +87.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 132.6k $21.1m | Added +23.0k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.17% of their portfolio | 127.0k $20.2m | Added +37.8k |
| Gotham Asset Management, LLC 0.12% of their portfolio | 124.2k $19.8m | Added +29.3k |
| AE Wealth Management LLC 0.14% of their portfolio | 124.2k $19.7m | Added +5.1k |
| BARCLAYS PLC 0.01% of their portfolio | 117.9k $18.7m | Added +89.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 114.1k $18.1m | Reduced -1.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 108.0k $17.2m | Added +748 |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 106.8k $17.0m | Added +3.1k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 104.3k $16.6m | Reduced -5.3k |
| Legal & General Group Plc 0.00% of their portfolio | 101.0k $16.1m | Reduced -5.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 93.7k $14.9m | Reduced -3.1k |
| Nuveen, LLC 0.00% of their portfolio | 86.0k $13.7m | Reduced -40.6k |
| Pacific Heights Asset Management LLC 0.70% of their portfolio | 83.0k $13.2m | Added +3.0k |
| Cambria Investment Management, L.P. 0.88% of their portfolio | 82.0k $13.0m | Reduced -13.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 81.1k $12.9m | Added +2 |
| Swiss National Bank 0.01% of their portfolio | 79.7k $12.7m | Reduced -2.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 79.5k $12.6m | Added +1.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 77.7k $12.3m | Reduced -5.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 76.4k $12.2m | Added +401 |
| Retirement Systems of Alabama 0.04% of their portfolio | 74.1k $11.8m | Added +22.9k |
| Hudson Bay Capital Management LP 0.08% of their portfolio | 72.6k $11.5m | Added +50.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.19% of their portfolio | 68.4k $10.9m | Reduced -352 |
| Verition Fund Management LLC 0.06% of their portfolio | 64.6k $10.3m | Added +22.7k |
| HANCOCK WHITNEY CORP 0.19% of their portfolio | 62.4k $9.9m | Added +36.0k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 61.5k $9.8m | Added +13.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 56.3k $8.9m | Added +2.0k |
| Walleye Capital LLC 0.08% of their portfolio | 55.6k $8.8m | Added +55.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 54.2k $8.6m | Added +38.5k |
| Quantinno Capital Management LP 0.04% of their portfolio | 53.3k $8.5m | Added +2.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 52.4k $8.3m | Reduced -1.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 52.3k $8.3m | Reduced -2.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 50.0k $8.0m | Reduced -8.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 48.6k $7.7m | Reduced -100 |
| Allworth Financial LP 0.04% of their portfolio | 47.4k $7.5m | Added +47.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 45.1k $7.2m | Reduced -40.5k |
| Phocas Financial Corp. 1.01% of their portfolio | 44.1k $7.0m | Added +7 |
| Cambridge Financial Group, Inc. 3.47% of their portfolio | 43.3k $6.9m | Reduced -14.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 42.0k $6.7m | Reduced -315 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 39.8k $6.3m | Reduced -89 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 39.7k $6.3m | Reduced -288 |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 37.9k $6.0m | Added +8.5k |
| ALGERT GLOBAL LLC 0.12% of their portfolio | 37.2k $5.9m | Reduced -9.6k |
| WIM INVESTMENT MANAGEMENT Ltd 1.85% of their portfolio | 35.1k $5.6m | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. 0.26% of their portfolio | 32.8k $5.2m | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 31.9k $5.1m | Reduced -2.3k |
| NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio | 31.8k $5.1m | Reduced -13.9k |
| Truvestments Capital LLC 1.01% of their portfolio | 31.7k $5.0m | Reduced -249 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 30.5k $4.9m | Added +212 |
| Edgestream Partners, L.P. 0.13% of their portfolio | 29.9k $4.7m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 29.2k $4.6m | Reduced -1.2k |
| Riverview Capital Advisers, LLC 1.32% of their portfolio | 29.1k $4.6m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 29.0k $4.6m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 28.6k $4.5m | Added +437 |
| Composition Wealth, LLC 0.07% of their portfolio | 27.6k $4.4m | Added +58 |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 26.9k $4.3m | Added +2.5k |
| Creative Planning 0.00% of their portfolio | 26.3k $4.2m | Added +66 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.03% of their portfolio | 25.5k $4.1m | Added +1.5k |
| Cetera Investment Advisers 0.01% of their portfolio | 24.8k $3.9m | Added +1.2k |
| LPL Financial LLC 0.00% of their portfolio | 24.5k $3.9m | Added +5.4k |
| NewEdge Advisors, LLC 0.02% of their portfolio | 24.1k $3.8m | Reduced -19 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 23.8k $3.8m | Reduced -20 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 23.8k $3.8m | Added +22.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 23.7k $3.8m | Reduced -2.0k |