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 ($31.7m this quarter). Holder counts are more reliable. Shares outstanding: 38.3m as of 2026-06-30, 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 ≈ $263.72. Options: 7 managers hold calls ($18.9m notional), 7 hold puts ($10.1m).
Trends to Q2 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 |
| Q2 2026 | 580 |
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 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 |
| Q2 2026 | 300 | 222 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $23.9m | $13.2m | 0.55 |
| Q4 2025 | $9.4m | $4.7m | 0.50 |
| Q1 2026 | $10.5m | $10.0m | 0.96 |
| Q2 2026 | $18.9m | $10.1m | 0.54 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +489.4k |
| SG Americas Securities, LLC | Added | +242.3k |
| Qube Research & Technologies Ltd | New | +210.7k |
| JANE STREET GROUP, LLC | Added | +167.2k |
| ROYAL BANK OF CANADA | Added | +156.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +127.8k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +93.5k |
| MARSHALL WACE, LLP | New | +91.0k |
| Amundi | Added | +88.5k |
| Nuveen, LLC | Added | +77.1k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -889.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -871.5k |
| FMR LLC | Reduced | -484.0k |
| Orbis Allan Gray Ltd | Reduced | -404.4k |
| FIRST TRUST ADVISORS LP | Reduced | -217.2k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -206.2k |
| LSV ASSET MANAGEMENT | Reduced | -141.4k |
| UBS Group AG | Reduced | -136.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -108.6k |
| STATE STREET CORP | Reduced | -78.5k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $5.5m21.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.4m20.3k shares |
| IMC-Chicago, LLC | Added | $4.1m15.5k shares |
| JANE STREET GROUP, LLC | Added | $3.7m13.9k shares |
| Walleye Capital LLC | Added | $184.6k700 shares |
| Walleye Trading LLC | Reduced | $26.4k100 shares |
| SIMPLEX TRADING, LLC | Reduced | $26.4k100 shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $2.7m10.2k shares |
| IMC-Chicago, LLC | Reduced | $2.3m8.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.2m8.4k shares |
| CITADEL ADVISORS LLC | Reduced | $1.1m4.1k shares |
| Walleye Capital LLC | Reduced | $791.3k3.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $712.2k2.7k shares |
| Walleye Trading LLC | Added | $342.9k1.3k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 3 | $1.6m | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-29 | Fatovic Robert D EVP, CLO & Corp. Secretary | Sold | $1.2m5.0k shares |
| 2026-05-28 | HODES SANFORD J. SVP, C Procur Of, Corp Dev Of | Sold | $149.9k595 shares |
| 2026-05-04 | Nieto Luis P Jr Director | Sold | $169.8k720 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 4.0m $1.1bn | Reduced -18.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 2.6m $695.6m | Reduced -108.6k |
| STATE STREET CORP 0.01% of their portfolio | 1.8m $468.8m | Reduced -78.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.7m $443.7m | Added +43.0k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 1.6m $423.3m | Reduced -17.2k |
| EARNEST PARTNERS LLC 1.41% of their portfolio | 1.5m $390.2m | Reduced -40.0k |
| LSV ASSET MANAGEMENT 0.54% of their portfolio | 1.1m $296.6m | Reduced -141.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 867.3k $228.8m | Reduced -871.5k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 865.5k $228.3m | Added +489.4k |
| AMERICAN CENTURY COMPANIES INC 0.10% of their portfolio | 859.0k $226.6m | Reduced -40.2k |
| FIRST TRUST ADVISORS LP 0.12% of their portfolio | 793.2k $209.2m | Reduced -217.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 787.4k $207.7m | Added +3.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 731.7k $193.0m | Reduced -13.2k |
| SEI INVESTMENTS CO 0.17% of their portfolio | 711.2k $187.6m | Reduced -2.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.49% of their portfolio | 679.3k $179.2m | Reduced -76.1k |
| NORGES BANK 0.02% of their portfolio | 621.1k $163.8m | Not comparable |
| MORGAN STANLEY 0.01% of their portfolio | 593.3k $156.5m | Added +39.5k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 525.9k $138.7m | Reduced -206.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 516.8k $136.3m | Reduced -10.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 462.4k $122.0m | Reduced -12.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 397.7k $104.9m | Reduced -5.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.34% of their portfolio | 358.1k $94.5m | Added +839 |
| Orbis Allan Gray Ltd 0.28% of their portfolio | 307.3k $81.1m | Reduced -404.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 296.2k $78.1m | Reduced -18.2k |
| Gotham Asset Management, LLC 0.18% of their portfolio | 293.9k $77.5m | Added +39.6k |
| NewEdge Wealth, LLC 0.75% of their portfolio | 282.6k $74.5m | Added +4.6k |
| SG Americas Securities, LLC 0.04% of their portfolio | 266.6k $70.3m | Added +242.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 248.2k $65.5m | Added +93.5k |
| Bahl & Gaynor LLC 0.30% of their portfolio | 245.4k $64.7m | Added +51.2k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 243.2k $64.1m | Added +2.2k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 213.6k $56.3m | Added +4.8k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 210.7k $55.6m | New |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 187.6k $49.5m | Added +13.0k |
| Invesco Ltd. 0.00% of their portfolio | 187.4k $49.4m | Reduced -8.4k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 180.1k $47.5m | Added +156.4k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 178.0k $46.5m | Added +14.3k |
| Jupiter Topco LLC 0.02% of their portfolio | 176.9k $46.7m | First filing |
| UBS Group AG 0.01% of their portfolio | 173.5k $45.8m | Reduced -136.7k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 169.3k $44.6m | Added +167.2k |
| Nuveen, LLC 0.01% of their portfolio | 168.8k $44.5m | Added +77.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 167.1k $44.1m | Added +127.8k |
| FMR LLC 0.00% of their portfolio | 159.8k $42.1m | Reduced -484.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 153.8k $40.6m | Reduced -40.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 153.5k $41.1m | Reduced -889.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 124.6k $32.9m | Added +3.3k |
| Nippon Life Global Investors Americas, Inc. 1.26% of their portfolio | 120.2k $31.7m | Added +71.2k |
| Treasurer of the State of North Carolina 0.08% of their portfolio | 118.4k $31.2m | Added +4.8k |
| ProShare Advisors LLC 0.04% of their portfolio | 115.2k $30.4m | Reduced -17.6k |
| BRAUN STACEY ASSOCIATES INC 0.84% of their portfolio | 112.3k $29.6m | Added +52.7k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 106.9k $28.2m | Reduced -9.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 105.1k $27.7m | Reduced -3.5k |
| Amundi 0.01% of their portfolio | 100.1k $26.4m | Added +88.5k |
| Pacific Heights Asset Management LLC 0.84% of their portfolio | 100.0k $26.4m | Unchanged |
| California Public Employees Retirement System 0.01% of their portfolio | 97.6k $25.7m | Added +5.3k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 96.5k $25.4m | Added +66.4k |
| Thrivent Financial for Lutherans 0.04% of their portfolio | 91.5k $24.1m | Added +6.5k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 91.0k $24.0m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 87.8k $23.2m | Reduced -206 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 87.2k $23.0m | Added +4.2k |
| Retirement Systems of Alabama 0.06% of their portfolio | 79.7k $21.0m | Added +7.7k |
| PANAGORA ASSET MANAGEMENT INC 0.06% of their portfolio | 77.1k $20.3m | Added +69.7k |
| Swiss National Bank 0.01% of their portfolio | 74.7k $19.7m | Reduced -5.1k |
| BARCLAYS PLC 0.01% of their portfolio | 72.8k $19.2m | Added +8.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 71.9k $19.0m | Reduced -76.2k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 69.7k $18.4m | Added +69.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 68.6k $18.1m | Added +3.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 66.9k $17.7m | Reduced -16.8k |
| Quantinno Capital Management LP 0.02% of their portfolio | 65.8k $17.4m | Added +3.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 63.3k $16.7m | New |
| Legal & General Group Plc 0.00% of their portfolio | 63.0k $16.6m | Reduced -3.4k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 62.9k $16.6m | Added +37.1k |
| Man Group plc 0.03% of their portfolio | 61.5k $16.2m | New |
| Trexquant Investment LP 0.10% of their portfolio | 59.0k $15.6m | Added +46.3k |
| HANCOCK WHITNEY CORP 0.25% of their portfolio | 57.9k $15.3m | Reduced -2.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 57.9k $15.3m | Added +40.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 56.4k $14.8m | Added +28.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 55.0k $14.5m | Added +53.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.23% of their portfolio | 51.7k $13.6m | Reduced -7.3k |
| ALGERT GLOBAL LLC 0.16% of their portfolio | 51.5k $13.6m | Reduced -8.8k |
| NATIXIS 0.06% of their portfolio | 50.9k $13.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 50.7k $10.4m | Added +1.3k |
| Cambridge Financial Group, Inc. 4.54% of their portfolio | 49.5k $13.1m | Reduced -2.8k |
| DANSKE BANK A/S 0.03% of their portfolio | 48.8k $12.9m | New |
| CAPITAL FUND MANAGEMENT S.A. 0.09% of their portfolio | 48.1k $12.7m | Added +30.5k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 46.6k $12.3m | Added +18.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 45.9k $12.1m | Reduced -99 |
| Edgestream Partners, L.P. 0.35% of their portfolio | 44.9k $11.9m | Added +183 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 44.7k $11.8m | Reduced -592 |
| Allianz Asset Management GmbH 0.01% of their portfolio | 44.1k $11.5m | Added +15.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 43.8k $11.6m | Reduced -5.1k |
| Allworth Financial LP 0.05% of their portfolio | 43.6k $11.5m | Reduced -2.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 43.0k $11.4m | Reduced -5.0k |
| NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio | 38.9k $10.3m | Added +5.3k |
| Creative Planning 0.01% of their portfolio | 37.6k $9.9m | Added +2.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 36.6k $9.6m | Added +1.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 36.0k $9.5m | Reduced -1.5k |
| Cambria Investment Management, L.P. 0.46% of their portfolio | 35.2k $9.3m | Reduced -9.1k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 34.8k $9.2m | Added +1.4k |
| J. Goldman & Co LP 0.32% of their portfolio | 34.8k $9.2m | New |
| Phocas Financial Corp. 1.22% of their portfolio | 33.4k $8.8m | Reduced -1.8k |