C.h. Robinson Worldwide Inc (CHRW) Smart Money Holdings (13F, Q2 2026)

CHRW ranks #555 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

900 institutions disclose a position in CHRW, but none treat it as a major bet — even Mairs & Power Inc, its most concentrated holder, allocates just 1.3% of its own portfolio to it.

BlackRock has added to its CHRW position for two straight quarters, increasing it by $551.1M to reach $2.1B today.

First Eagle Investment Management, LLC has trimmed its CHRW position for two straight quarters, cutting it by $772.7M while still holding $686.0M.

CHRW is down 1.8% today, but institutions show net buying of $5.7B this quarter — a divergence between today's price move and the underlying institutional flow.

CHRW posted net income of $633.3M over the trailing twelve months, and currently trades at a P/E of 27.9.

• Profitable — net income of $633.3M over the trailing twelve months
• Revenue declined 0.1% year over year
• Net income improved year over year, from $534.3M to $633.3M
• Generated $914.5M in positive operating cash flow
• Current ratio of 1.53x — enough short-term assets to cover short-term liabilities