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C.H. Robinson Worldwide, Inc.

CHRW Industrials
$157.63 +$0.32 (0.20%)
Market Cap: $18.42 B
Gurus Holding
6
Popularity Rank
#1454
% of Shares Held
4.49%
Net Activity (Q2 2026)
-$460.47 M

Guru Ownership Trend

Guru Analysis for C.H. Robinson Worldwide, Inc. (CHRW)

C.H. Robinson Worldwide, Inc. (CHRW), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $826.29 M.

Top institutional holders include First Eagle Investment and Mairs and Power.

Institutional sentiment is currently Bearish. This is evidenced by a $460.47 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 300.7%. Conversely, First Eagle Investment reduced exposure by 36.4%.

Key Holders

Top 5 by Value

$145.16 M
$79.5 M
$59.04 M
$12.77 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$10.37 M
Total Buy Value
New Buys 0
Additions 2
-$470.84 M
Total Sell Value
Reductions 4
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
2

FAQs for C.H. Robinson Worldwide, Inc. (CHRW)

Major holders include First Eagle Investment ($686.02 M), Mairs and Power ($145.16 M), Cliff Asness ($79.5 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 5.24 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $460.47 M, with 2 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited CHRW. The total reported sell value was $470.84 M.

Yes, 0 managers opened new positions in CHRW, and 2 increased their existing holdings. The total reported buy value was $10.37 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.14% Reduce -36.4% 3,642,453 $686.02 M Q2 2026
1.33% Reduce -9.1% 770,708 $145.16 M Q2 2026
0.03% Reduce -28.6% 434,802 $79.5 M Q2 2026
0.14% Reduce -6.4% 313,473 $59.04 M Q2 2026
0.05% Add 300.7% 67,802 $12.77 M Q2 2026
0.01% Add 48.9% 12,736 $2.4 M Q2 2026
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