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

RSG ranks #308 out of 37501 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.

Two Sigma Investments, LP has added to its RSG position for two straight quarters, increasing it by $264.7M to reach $485.9M today.

Capital World Investors has trimmed its RSG position for two straight quarters, cutting it by $1.6B while still holding $251.4M.

RSG is down 0.3% today, but institutions show net buying of $9.9B this quarter — a divergence between today's price move and the underlying institutional flow.

RSG posted net income of $2.2B over the trailing twelve months, and currently trades at a P/E of 31.8.

• 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 2.87x equity — a highly leveraged balance sheet worth noting