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 ($24.5m this quarter). Holder counts are more reliable. Shares outstanding: 38.7m as of 2026-03-31, 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 ≈ $204.48. Options: 7 managers hold calls ($10.5m notional), 8 hold puts ($10.0m).
Trends to Q1 2026
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 |
| Q1 2026 | 530 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 267 | 216 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $25.6m | $22.9m | 0.90 |
| Q3 2025 | $23.9m | $13.2m | 0.55 |
| Q4 2025 | $9.4m | $4.7m | 0.50 |
| Q1 2026 | $10.5m | $10.0m | 0.96 |
Biggest buyers
| FIRST TRUST ADVISORS LP | Added | +453.7k |
| JPMORGAN CHASE & CO | Added | +338.0k |
| JONES FINANCIAL COMPANIES LLLP | Added | +162.3k |
| Gotham Asset Management, LLC | Added | +92.7k |
| MORGAN STANLEY | Added | +92.1k |
| FRANKLIN RESOURCES INC | Added | +87.9k |
| BlackRock, Inc. | Added | +74.8k |
| BRAUN STACEY ASSOCIATES INC | New | +59.5k |
| GOLDMAN SACHS GROUP INC | Added | +51.9k |
| HRT FINANCIAL LP | New | +47.0k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -644.2k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -495.7k |
| Orbis Allan Gray Ltd | Reduced | -262.9k |
| Invesco Ltd. | Reduced | -217.7k |
| AE Wealth Management LLC | Reduced | -174.4k |
| CAPSTONE INVESTMENT ADVISORS, LLC | Sold out | -144.5k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -97.8k |
| Nippon Life Global Investors Americas, Inc. | Reduced | -91.5k |
| HSBC HOLDINGS PLC | Reduced | -64.6k |
| LSV ASSET MANAGEMENT | Reduced | -53.6k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $4.4m21.7k shares |
| IMC-Chicago, LLC | New | $2.1m10.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.8m8.6k shares |
| JANE STREET GROUP, LLC | Reduced | $1.6m8.0k shares |
| Walleye Trading LLC | Added | $368.5k1.8k shares |
| SIMPLEX TRADING, LLC | New | $122.8k600 shares |
| Walleye Capital LLC | New | $40.9k200 shares |
Biggest puts
| IMC-Chicago, LLC | New | $3.0m14.7k shares |
| JANE STREET GROUP, LLC | Added | $2.4m11.8k shares |
| CITADEL ADVISORS LLC | Added | $1.4m6.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m5.7k shares |
| SIMPLEX TRADING, LLC | Added | $859.8k4.2k shares |
| Walleye Capital LLC | Added | $716.5k3.5k shares |
| ZAZOVE ASSOCIATES LLC | Unchanged | $465.5k25.6k shares |
| Walleye Trading LLC | Reduced | $61.4k300 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 Q1 2026
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 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 | — | — |
| Q1 2026 | 0 | — | 10 | $39.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-25 | Diez John J. President and COO | Sold | $2.1m9.6k shares |
| 2026-02-24 | SANCHEZ ROBERT E Chair and CEO, director | Sold | $9.3m41.8k shares |
| 2026-02-20 | Fatovic Robert D EVP, CLO & Corp. Secretary | Sold | $2.6m11.6k shares |
| 2026-02-19 | Sensing John S. President, Global SCS & DTS | Sold | $6.6m30.1k shares |
| 2026-02-19 | Ravindran Rajeev EVP & CIO | Sold | $597.5k2.7k shares |
| 2026-02-18 | HAVENS THOMAS M. President, Global FMS | Sold | $2.8m12.6k shares |
| 2026-02-17 | HODES SANFORD J. SVP, C Procur Of, Corp Dev Of | Sold | $2.2m10.5k shares |
| 2026-02-17 | Fatovic Robert D EVP, CLO & Corp. Secretary | Sold | $2.2m10.0k shares |
| 2026-02-13 | SMITH E FOLLIN Director | Sold | $6.7m32.2k shares |
| 2026-02-13 | Ravindran Rajeev EVP & CIO | Sold | $3.0m14.4k shares |
| 2026-02-13 | JONES KAREN M. EVP & Chief Marketing Officer | Sold | $1.2m6.0k shares |
| 2026-02-13 | Regan Thomas Michael EVP of DTS | Sold | $185.4k871 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 4.0m $826.9m | Added +74.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 2.7m $562.1m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 1.9m $379.9m | Reduced -623 |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 1.7m $356.0m | Reduced -495.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.6m $335.6m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 1.6m $332.0m | Added +6.7k |
| EARNEST PARTNERS LLC 1.28% of their portfolio | 1.5m $311.0m | Reduced -41.7k |
| LSV ASSET MANAGEMENT 0.56% of their portfolio | 1.3m $259.1m | Reduced -53.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.0m $205.3m | Added +338.0k |
| FIRST TRUST ADVISORS LP 0.15% of their portfolio | 1.0m $206.8m | Added +453.7k |
| AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio | 899.2k $184.1m | Added +13.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 783.5k $160.4m | Reduced -473 |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.52% of their portfolio | 755.5k $154.6m | Reduced -644.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 744.9k $152.5m | Added +10.7k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 732.1k $148.6m | Added +26.1k |
| SEI INVESTMENTS CO 0.13% of their portfolio | 713.6k $146.1m | Reduced -10.9k |
| Orbis Allan Gray Ltd 0.61% of their portfolio | 711.7k $145.7m | Reduced -262.9k |
| FMR LLC 0.01% of their portfolio | 643.8k $131.8m | Added +893 |
| MORGAN STANLEY 0.01% of their portfolio | 553.8k $113.4m | Added +92.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 527.4k $108.0m | Reduced -106 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 475.1k $97.3m | Added +398 |
| NORTHERN TRUST CORP 0.01% of their portfolio | 402.9k $82.5m | Reduced -599 |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 376.1k $77.0m | Added +51.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.31% of their portfolio | 357.3k $73.1m | Added +12.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 314.4k $64.4m | Reduced -7.7k |
| UBS Group AG 0.01% of their portfolio | 310.2k $63.5m | Added +33.5k |
| NewEdge Wealth, LLC 0.68% of their portfolio | 277.9k $56.9m | Added +27.6k |
| Gotham Asset Management, LLC 0.16% of their portfolio | 254.4k $52.1m | Added +92.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 241.0k $49.3m | First filing |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 208.8k $42.7m | Reduced -44.2k |
| Invesco Ltd. 0.00% of their portfolio | 195.8k $40.1m | Reduced -217.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 194.6k $39.8m | Added +16.1k |
| Bahl & Gaynor LLC 0.20% of their portfolio | 194.2k $39.7m | Added +9.8k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 174.6k $35.7m | Added +15.1k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 163.7k $32.3m | Added +162.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 154.7k $31.7m | Reduced -22.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 148.1k $30.3m | Added +87.9k |
| ProShare Advisors LLC 0.04% of their portfolio | 132.8k $27.2m | Reduced -47.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 121.3k $24.8m | Reduced -11.4k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 116.4k $23.8m | Reduced -3.0k |
| Treasurer of the State of North Carolina 0.07% of their portfolio | 113.6k $23.3m | Added +9.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 108.6k $22.2m | Reduced -3.6k |
| Pacific Heights Asset Management LLC 0.69% of their portfolio | 100.0k $20.5m | Unchanged |
| California Public Employees Retirement System 0.01% of their portfolio | 92.3k $18.9m | Added +8.6k |
| Nuveen, LLC 0.01% of their portfolio | 91.7k $18.8m | Reduced -6.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 88.0k $18.0m | Added +1.2k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 85.0k $17.4m | Added +2.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 83.8k $17.1m | Reduced -18.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 83.1k $17.0m | Added +540 |
| Swiss National Bank 0.01% of their portfolio | 79.8k $16.3m | Reduced -600 |
| Retirement Systems of Alabama 0.05% of their portfolio | 71.9k $14.7m | Reduced -123 |
| Legal & General Group Plc 0.00% of their portfolio | 66.4k $13.6m | Reduced -8.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 65.5k $13.4m | Added +2.2k |
| BARCLAYS PLC 0.00% of their portfolio | 64.4k $13.2m | Added +23.3k |
| Quantinno Capital Management LP 0.02% of their portfolio | 62.5k $12.8m | Added +3.8k |
| ALGERT GLOBAL LLC 0.19% of their portfolio | 60.3k $12.3m | Reduced -3.2k |
| HANCOCK WHITNEY CORP 0.26% of their portfolio | 60.2k $15.2m | Reduced -672 |
| BRAUN STACEY ASSOCIATES INC 0.41% of their portfolio | 59.5k $12.2m | New |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.22% of their portfolio | 59.0k $12.1m | Reduced -1.6k |
| Cambridge Financial Group, Inc. 4.00% of their portfolio | 52.3k $10.7m | Reduced -73 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 49.4k $9.5m | Reduced -1.5k |
| Nippon Life Global Investors Americas, Inc. 0.45% of their portfolio | 49.0k $10.0m | Reduced -91.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 48.9k $10.0m | Reduced -2.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 48.0k $9.8m | Added +9.2k |
| HRT FINANCIAL LP 0.03% of their portfolio | 47.0k $9.6m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 46.1k $9.4m | Reduced -7.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 46.0k $9.4m | Added +1.7k |
| Allworth Financial LP 0.04% of their portfolio | 45.7k $9.4m | Reduced -982 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 45.3k $9.3m | Reduced -1.5k |
| Edgestream Partners, L.P. 0.30% of their portfolio | 44.8k $9.2m | Reduced -20.3k |
| Cambria Investment Management, L.P. 0.51% of their portfolio | 44.4k $9.1m | Reduced -441 |
| INTECH INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 41.5k $8.5m | Added +7.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 39.4k $8.1m | Reduced -97.8k |
| XTX Topco Ltd 0.14% of their portfolio | 39.3k $8.0m | Added +30.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 37.4k $7.7m | First filing |
| Creative Planning 0.00% of their portfolio | 35.5k $7.3m | Added +2.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 35.3k $7.2m | Added +4.3k |
| Phocas Financial Corp. 1.13% of their portfolio | 35.1k $7.2m | Reduced -9.8k |
| NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio | 33.6k $6.9m | Added +3.2k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 33.4k $6.8m | Added +1.5k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 32.4k $6.6m | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 32.0k $6.6m | Added +294 |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 31.9k $6.5m | Reduced -5.1k |
| Squarepoint Ops LLC 0.01% of their portfolio | 30.5k $6.2m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 30.2k $6.2m | Reduced -6.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 30.1k $6.2m | Reduced -14.1k |
| GUGGENHEIM CAPITAL LLC 0.05% of their portfolio | 29.4k $6.0m | Added +4.0k |
| Riverview Capital Advisers, LLC 2.00% of their portfolio | 29.2k $6.0m | Added +219 |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 28.3k $5.8m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 28.2k $5.8m | Reduced -842 |
| CITIGROUP INC 0.00% of their portfolio | 28.1k $5.8m | Added +6.2k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 27.9k $5.7m | Reduced -2.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 27.9k $5.7m | Reduced -1.4k |
| Decker Wealth Management LLC 1.29% of their portfolio | 27.8k $5.7m | Reduced -1.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 27.6k $5.6m | Reduced -64.6k |
| Composition Wealth, LLC 0.08% of their portfolio | 27.6k $5.6m | Added +9 |
| NewEdge Advisors, LLC 0.02% of their portfolio | 27.0k $5.5m | Added +26 |
| VALLEY WEALTH MANAGERS, INC. 0.35% of their portfolio | 26.7k $5.5m | Added +367 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 26.5k $5.4m | Reduced -189 |
| Truvestments Capital LLC 0.97% of their portfolio | 26.3k $5.4m | Reduced -1.4k |