Republic Services Inc (RSG) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $9.9B

RSG ranks #309 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

RSG is a top-conviction position for Chilton Investment Co Inc. — at 6.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in RSG belongs to BlackRock, Inc., but the position matters far more to Chilton Investment Co Inc., who has 6.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

CX Institutional has added to its RSG position for two straight quarters, increasing it by $8.5M to reach $9.2M today.

Mn Services Vermogensbeheer B.V. has trimmed its RSG position for two straight quarters, cutting it by $11.5M while still holding $6.8M.

RSG is up 0.8% today, and institutions have been net buyers of $9.9B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

RSG posted net income of $2.2B over the trailing twelve months, and currently trades at a P/E of 33.1.

• Profitable — net income of $2.2B over the trailing twelve months
• Revenue grew 3.2% year over year
• Net income improved year over year, from $2.1B to $2.2B
• Generated $4.3B in positive operating cash flow
• Current ratio of 0.64x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting