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 ($24.0m this quarter). Holder counts are more reliable. Shares outstanding: 39.4m as of 2026-01-31, 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 ≈ $191.41. Options: 5 managers hold calls ($9.4m notional), 8 hold puts ($4.7m).
Trends to Q4 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 |
| Q3 2025 | 476 |
| Q4 2025 | 510 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 165 | 172 |
| Q2 2024 | 183 | 158 |
| Q3 2024 | 173 | 198 |
| Q4 2024 | 192 | 189 |
| Q1 2025 | 188 | 211 |
| Q2 2025 | 216 | 191 |
| Q3 2025 | 222 | 195 |
| Q4 2025 | 209 | 235 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $11.0m | $4.1m | 0.37 |
| Q2 2025 | $25.6m | $22.9m | 0.90 |
| Q3 2025 | $23.9m | $13.2m | 0.55 |
| Q4 2025 | $9.4m | $4.7m | 0.50 |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +698.1k |
| Orbis Allan Gray Ltd | Added | +504.4k |
| JPMORGAN CHASE & CO | Added | +374.7k |
| AMERIPRISE FINANCIAL INC | Added | +98.5k |
| GOLDMAN SACHS GROUP INC | Added | +70.2k |
| Nippon Life Global Investors Americas, Inc. | Added | +68.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +54.9k |
| Edgestream Partners, L.P. | Added | +40.2k |
| AE Wealth Management LLC | Added | +38.3k |
| Bahl & Gaynor LLC | Added | +34.4k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -656.4k |
| HG Vora Capital Management, LLC | Sold out | -335.0k |
| EARNEST PARTNERS LLC | Reduced | -298.0k |
| BANK OF AMERICA CORP /DE/ | Reduced | -176.8k |
| SEI INVESTMENTS CO | Reduced | -158.9k |
| MORGAN STANLEY | Reduced | -110.5k |
| JANE STREET GROUP, LLC | Reduced | -83.8k |
| ROYAL BANK OF CANADA | Reduced | -82.2k |
| FRANKLIN RESOURCES INC | Reduced | -70.8k |
| LORD, ABBETT & CO. LLC | Sold out | -62.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.3m17.1k shares |
| CITADEL ADVISORS LLC | Reduced | $2.8m14.8k shares |
| JANE STREET GROUP, LLC | Added | $2.0m10.5k shares |
| Twin Tree Management, LP | Unchanged | $1.3m6.7k shares |
| Walleye Trading LLC | Reduced | $38.3k200 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.5m7.9k shares |
| Walleye Trading LLC | Reduced | $976.1k5.1k shares |
| CITADEL ADVISORS LLC | Reduced | $842.1k4.4k shares |
| Twin Tree Management, LP | New | $574.2k3.0k shares |
| ZAZOVE ASSOCIATES LLC | Added | $465.5k25.6k shares |
| JANE STREET GROUP, LLC | Reduced | $248.8k1.3k shares |
| Walleye Capital LLC | Reduced | $38.3k200 shares |
| SIMPLEX TRADING, LLC | Reduced | $19.1k100 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 0 | — | 6 | $11.6m | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 4.8m $927.0m | Reduced -35.1k |
| BlackRock, Inc. 0.01% of their portfolio | 4.0m $758.8m | Reduced -5.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 2.2m $427.7m | Reduced -656.4k |
| STATE STREET CORP 0.01% of their portfolio | 1.9m $355.3m | Added +3.2k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.6m $309.2m | Reduced -9.9k |
| EARNEST PARTNERS LLC 1.28% of their portfolio | 1.6m $298.8m | Reduced -298.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.46% of their portfolio | 1.4m $267.9m | Added +698.1k |
| LSV ASSET MANAGEMENT 0.55% of their portfolio | 1.3m $252.5m | Reduced -62.1k |
| Orbis Allan Gray Ltd 0.78% of their portfolio | 974.6k $186.5m | Added +504.4k |
| AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio | 886.2k $169.6m | Added +18.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 784.0k $150.0m | Reduced -176.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 734.2k $140.5m | Added +4.9k |
| SEI INVESTMENTS CO 0.14% of their portfolio | 724.5k $138.7m | Reduced -158.9k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 706.0k $135.1m | Reduced -14.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 705.0k $134.9m | Added +374.7k |
| FMR LLC 0.01% of their portfolio | 642.9k $123.0m | Reduced -7.1k |
| NORGES BANK 0.01% of their portfolio | 580.8k $111.2m | Not comparable |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 556.6k $106.5m | Reduced -30.9k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 527.6k $101.0m | Reduced -27.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 474.7k $90.9m | Reduced -2.9k |
| MORGAN STANLEY 0.01% of their portfolio | 461.7k $88.4m | Reduced -110.5k |
| Invesco Ltd. 0.01% of their portfolio | 413.5k $79.1m | Added +15.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 403.5k $77.2m | Reduced -11.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.25% of their portfolio | 344.6k $65.9m | Added +7.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 324.2k $62.0m | Added +70.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 322.1k $61.6m | Added +20.4k |
| UBS Group AG 0.01% of their portfolio | 276.6k $52.9m | Added +9.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 253.0k $48.4m | Added +98.5k |
| NewEdge Wealth, LLC 0.54% of their portfolio | 250.3k $47.9m | Added +7.0k |
| Bahl & Gaynor LLC 0.18% of their portfolio | 184.4k $35.3m | Added +34.4k |
| ProShare Advisors LLC 0.06% of their portfolio | 180.5k $34.5m | Reduced -16.8k |
| AE Wealth Management LLC 0.20% of their portfolio | 179.2k $34.3m | Added +38.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 178.6k $34.2m | Reduced -24.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 177.0k $33.9m | Reduced -20.0k |
| Gotham Asset Management, LLC 0.11% of their portfolio | 161.6k $30.9m | Reduced -10.2k |
| NATIXIS ADVISORS, LLC 0.04% of their portfolio | 159.6k $30.5m | Reduced -21.9k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.22% of their portfolio | 144.5k $27.7m | Reduced -11.5k |
| Nippon Life Global Investors Americas, Inc. 1.11% of their portfolio | 140.6k $26.9m | Added +68.9k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 137.1k $26.2m | Added +54.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 132.7k $25.4m | Reduced -5.5k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 119.3k $22.8m | Added +5.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 112.2k $21.5m | Reduced -461 |
| Treasurer of the State of North Carolina 0.06% of their portfolio | 103.8k $19.9m | Reduced -2.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 102.6k $19.6m | Reduced -3.5k |
| Pacific Heights Asset Management LLC 0.72% of their portfolio | 100.0k $19.1m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 98.4k $18.8m | Added +21.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 92.2k $17.7m | Added +16.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 86.8k $16.6m | Reduced -3.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 83.8k $16.0m | Added +1.8k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 82.7k $15.8m | Added +15.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 82.5k $15.8m | Reduced -234 |
| Swiss National Bank 0.01% of their portfolio | 80.4k $15.4m | Added +300 |
| Legal & General Group Plc 0.00% of their portfolio | 74.6k $14.3m | Reduced -21.7k |
| Retirement Systems of Alabama 0.04% of their portfolio | 72.1k $13.8m | Reduced -860 |
| Edgestream Partners, L.P. 0.35% of their portfolio | 65.1k $12.5m | Added +40.2k |
| ALGERT GLOBAL LLC 0.19% of their portfolio | 63.5k $12.2m | Reduced -3.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 63.4k $12.1m | Reduced -13.7k |
| HANCOCK WHITNEY CORP 0.21% of their portfolio | 60.8k $11.6m | Added +370 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.21% of their portfolio | 60.6k $11.6m | Reduced -6.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 60.2k $11.5m | Reduced -70.8k |
| Quantinno Capital Management LP 0.02% of their portfolio | 58.7k $11.2m | Added +2.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 54.0k $10.3m | Reduced -6.0k |
| Cambridge Financial Group, Inc. 3.83% of their portfolio | 52.3k $10.0m | Reduced -1.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 51.9k $9.9m | Added +128 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 51.0k $9.8m | Added +357 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 46.8k $9.0m | Reduced -992 |
| Allworth Financial LP 0.04% of their portfolio | 46.7k $8.9m | Reduced -442 |
| Phocas Financial Corp. 1.12% of their portfolio | 44.9k $8.6m | Reduced -110 |
| Cambria Investment Management, L.P. 0.50% of their portfolio | 44.8k $8.6m | Reduced -31.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 44.2k $8.5m | Added +2.2k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 44.2k $8.5m | Reduced -6.5k |
| BARCLAYS PLC 0.00% of their portfolio | 41.0k $7.9m | Reduced -2.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 38.9k $7.4m | Reduced -94 |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 37.0k $7.1m | Added +19.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 36.1k $6.9m | Added +488 |
| Amundi 0.00% of their portfolio | 34.9k $6.7m | Added +17.1k |
| INTECH INVESTMENT MANAGEMENT LLC 0.06% of their portfolio | 34.5k $6.6m | Added +21.9k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 33.2k $6.3m | Reduced -16.7k |
| Creative Planning 0.00% of their portfolio | 33.0k $6.3m | Reduced -2.2k |
| Meiji Yasuda Asset Management Co Ltd. 0.30% of their portfolio | 32.1k $6.1m | Added +897 |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 31.9k $6.1m | Added +480 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 31.7k $6.1m | Reduced -45 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 31.0k $5.9m | Added +481 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 30.9k $5.9m | New |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 30.5k $5.8m | Reduced -664 |
| NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio | 30.4k $5.8m | Reduced -5.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 29.3k $5.6m | Reduced -994 |
| Decker Wealth Management LLC 1.23% of their portfolio | 29.2k $5.6m | First filing |
| Allianz Asset Management GmbH 0.01% of their portfolio | 29.1k $5.6m | Reduced -5.7k |
| Riverview Capital Advisers, LLC 1.68% of their portfolio | 29.0k $5.6m | Reduced -70 |
| GREAT LAKES ADVISORS, LLC 0.04% of their portfolio | 28.0k $5.4m | Added +26.2k |
| Truvestments Capital LLC 0.96% of their portfolio | 27.7k $5.3m | Reduced -774 |
| Composition Wealth, LLC 0.08% of their portfolio | 27.6k $5.3m | Reduced -18 |
| NewEdge Advisors, LLC 0.02% of their portfolio | 27.0k $5.2m | Reduced -80 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 26.7k $5.1m | Reduced -2.7k |
| VALLEY WEALTH MANAGERS, INC. 0.32% of their portfolio | 26.3k $5.0m | New |
| LPL Financial LLC 0.00% of their portfolio | 26.1k $5.0m | Added +221 |
| ROYCE & ASSOCIATES LP 0.05% of their portfolio | 25.9k $5.0m | Added +107 |
| GUGGENHEIM CAPITAL LLC 0.04% of their portfolio | 25.4k $4.9m | Added +1.6k |
| Quantbot Technologies LP 0.15% of their portfolio | 24.1k $4.6m | New |