CH

CHRW C.H. ROBINSON WORLDWIDE INC

2026Q2 · CUSIP 12541W209 · Sector: Industrials

Cooling

Net holder growth weakened from last quarter

Funds that own it
893
Institutions that reported holding it to the SEC
Net increase in holders
+10
Last quarter 883 → now 893
How unusual is that
Above average
Stronger buying than 62% of US stocks
What the filings say, in one paragraph

893 funds held CHRW at the end of 2026Q2, up 10 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $17.0B(YoY -0.1%), the P/E is 26.7x, return on equity is 38.9%. CHRW has had 23 buying rushes in its history, and the price moved +6.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=383 2013Q4: holders=404 2014Q1: holders=398 2014Q2: holders=397 2014Q3: holders=388 2014Q4: holders=438 2015Q1: holders=448 2015Q2: holders=436 2015Q3: holders=447 2015Q4: holders=466 2016Q1: holders=502 2016Q2: holders=502 2016Q3: holders=483 2016Q4: holders=503 2017Q1: holders=493 2017Q2: holders=482 2017Q3: holders=452 2017Q4: holders=513 2018Q1: holders=510 2018Q2: holders=569 2018Q3: holders=581 2018Q4: holders=567 2019Q1: holders=598 2019Q2: holders=564 2019Q3: holders=577 2019Q4: holders=547 2020Q1: holders=529 2020Q2: holders=537 2020Q3: holders=552 2020Q4: holders=565 2021Q1: holders=572 2021Q2: holders=577 2021Q3: holders=549 2021Q4: holders=611 2022Q1: holders=616 2022Q2: holders=639 2022Q3: holders=640 2022Q4: holders=621 2023Q1: holders=601 2023Q2: holders=604 2023Q3: holders=599 2023Q4: holders=638 2024Q1: holders=579 2024Q2: holders=613 2024Q3: holders=638 2024Q4: holders=675 2025Q1: holders=690 2025Q2: holders=661 2025Q3: holders=715 2025Q4: holders=816 2026Q1: holders=883 2026Q2: holders=893 -101 -50.5 +0 +50.5 +101 344641938 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 23 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 5% -14.5% —
2025Q4 Top 5% -2.1% -23.0%
2025Q3 Top 5% +21.8% +19.2%
2025Q1 Top 20% +24.5% +54.3%
2024Q4 Top 20% +1.4% +25.2%
2024Q3 Top 20% -7.7% -11.2%
2024Q2 Top 10% +13.0% +1.0%
2023Q4 Top 20% +17.4% +42.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
324
Change in large funds
+22
Total value they hold
$25.3B
Funds buying for the first time
129
Funds that sold out entirely
119
Price change that quarter
-14.4%
Funds holding puts (bearish)
17
Funds holding calls (bullish)
18

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
26.7
EPS (TTM)
$5.24
EPS YoY
+19.1%
Revenue (TTM)
$17.0B
Revenue YoY
-0.1%
Net margin
3.7%
ROE
38.9%
Debt ratio
72.2%
FCF (TTM)
$669M
Dividend (TTM)
$2.51
Quarterly Revenue & EPS
2021-09-30: EPS 1.85 2021-12-31: EPS 1.74 2022-03-31: EPS 2.05 2022-06-30: EPS 2.67 2022-09-30: EPS 1.78 2022-12-31: EPS 0.90 2023-03-31: EPS 0.96 2023-06-30: EPS 0.81 2023-09-30: EPS 0.68 2023-12-31: EPS 0.27 2024-03-31: EPS 0.78 2024-06-30: EPS 1.05 2024-09-30: EPS 0.80 2024-12-31: EPS 1.23 2025-03-31: EPS 1.11 2025-06-30: EPS 1.26 2025-09-30: EPS 1.34 2025-12-31: EPS 1.12 2026-03-31: EPS 1.22 2026-06-30: EPS 1.56 0B 3.4B 6.8B $B 0.00 1.47 2.94 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 25 9 24 39 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-174M294M762M 20162017201820192020202120222023202420252026
Latest quarter $66M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.