GNRCNYSEMotors & GeneratorsFiscal year ends December 31
GENERAC HOLDINGS INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$193.31+0.63 (+0.33%)
Close on Oct 19, 2026
- Market cap
- $11.53B
- P/E (TTM)
- 44.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.5%
53M of 59M shares
Institutional holders
999
204 new, 63 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 40 sales
Net sold $18.16M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 4,331,796 | 7.38% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 3,652,509 | 5.90% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GNRC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,999,044 | 6.78% | $1.17B | +198,570 | 0.02% |
| Vanguard Capital Management LLC | 3,845,079 | 6.52% | $1.13B | +26,520 | 0.02% |
| Vanguard Portfolio Management LLC | 2,426,090 | 4.11% | $710.38M | +110,206 | 0.03% |
| State Street Corp | 2,234,679 | 3.79% | $654.34M | +53,665 | 0.02% |
| Invesco Ltd. | 1,703,954 | 2.89% | $498.93M | −587,027 | 0.04% |
| Geode Capital Management, LLC | 1,552,401 | 2.63% | $453.72M | +27,648 | 0.02% |
| Boston Partners | 1,317,015 | 2.23% | $385.40M | −218,964 | 0.34% |
| Ariel Investments, LLC | 997,951 | 1.69% | $292.21M | −296,836 | 2.91% |
| D. E. Shaw & Co., Inc. | 957,094 | 1.62% | $280.25M | −340,650 | 0.13% |
| Arrowstreet Capital, Limited Partnership | 887,621 | 1.50% | $259.90M | −150,872 | 0.12% |
| Dimensional Fund Advisors LP | 880,741 | 1.49% | $257.86M | −55,820 | 0.05% |
| Morgan Stanley | 842,625 | 1.43% | $246.73M | +54,701 | 0.01% |
| Norges Bank | 748,375 | 1.27% | $219.13M | New | 0.02% |
| Ameriprise Financial Inc | 727,257 | 1.23% | $212.97M | +549,719 | 0.04% |
| Bank Of Montreal /Can/ | 671,412 | 1.14% | $196.60M | +10,090 | 0.06% |
| Charles Schwab Investment Management Inc | 654,994 | 1.11% | $191.79M | +30,711 | 0.03% |
| Jane Street Group, LLC | 601,012 | 1.02% | $175.98M | +322,012 | 0.01% |
| Bank Of America Corp /De/ | 600,874 | 1.02% | $175.94M | −141,702 | 0.01% |
| Alliancebernstein L.P. | 600,867 | 1.02% | $117.37M | −63,508 | 0.04% |
| Disciplined Growth Investors Inc /Mn | 558,568 | 0.95% | $163.55M | −22,360 | 2.77% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 999 | 53M | 89.5% | 204 / 336 | 316 / 63 | 7M | 8M |
| Q1 2026 | 871 | 54M | 91.5% | 192 / 256 | 297 / 63 | 13M | 9M |
| Q4 2025 | 750 | 56M | 94.8% | 92 / 245 | 297 / 133 | 10M | 7M |
| Q3 2025 | 803 | 54M | 91.9% | 134 / 251 | 278 / 84 | 6M | 8M |
| Q2 2025 | 760 | 56M | 95.6% | 141 / 258 | 259 / 88 | 9M | 6M |
| Q1 2025 | 717 | 53M | 89.8% | 95 / 241 | 269 / 136 | 5M | 8M |
| Q4 2024 | 769 | 56M | 95.3% | 135 / 258 | 254 / 78 | 9M | 5M |
| Q3 2024 | 725 | 53M | 89.6% | 113 / 230 | 261 / 70 | 10M | 7M |
| Q2 2024 | 687 | 54M | 91.5% | 95 / 235 | 242 / 79 | 6M | 8M |
| Q1 2024 | 682 | 56M | 95.7% | 74 / 240 | 245 / 83 | 8M | 4M |
| Q4 2023 | 700 | 52M | 88.7% | 138 / 189 | 294 / 123 | 7M | 8M |
| Q3 2023 | 693 | 54M | 90.8% | 102 / 251 | 236 / 145 | 6M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GNRC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,868,515 | 3.17% | $547.12M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 1,524,433 | 2.58% | $446.37M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,349,804 | 2.29% | $395.24M | 0.21% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 904,749 | 1.53% | $264.92M | 1.14% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 810,114 | 1.37% | $237.21M | 0.03% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 779,120 | 1.32% | $153.57M | 0.16% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 778,672 | 1.32% | $228.00M | 0.48% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 750,893 | 1.27% | $208.68M | 0.03% | May 31, 2026 |
| Invesco Small Cap Value Fund | 402,078 | 0.68% | $79.25M | 0.71% | Jul 31, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 346,966 | 0.59% | $101.60M | 0.30% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 319,815 | 0.54% | $93.65M | 0.03% | Jun 30, 2026 |
| Eventide Gilead Fund | 292,356 | 0.50% | $85.60M | 2.49% | Jun 30, 2026 |
| Ariel Fund | 257,900 | 0.44% | $75.52M | 2.61% | Jun 30, 2026 |
| MFS Mid Cap Growth Fund | 250,658 | 0.42% | $69.66M | 0.51% | May 31, 2026 |
| iShares Russell Mid-Cap ETF | 237,667 | 0.40% | $69.59M | 0.12% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Aaron Jagdfeld | Chief Executive Officer, Director | 549,528 | 0.93% | Sep 2, 2026 |
| Norman P. Taffe | President Generac Home | 11,426 | 0.02% | Sep 18, 2026 |
| Kyle Andrew Raabe | President, Home Power Gen. | 10,356 | 0.02% | Sep 18, 2026 |
| York A. Ragen | Chief Financial Officer | 139,100 | 0.24% | Mar 3, 2026 |
| Rajendra Kumar Kanuru | EVP, GC, Corp. Secretary | 12,851 | 0.02% | Mar 3, 2026 |
| Erik Wilde | President Domestic C&I | 16,500 | 0.03% | Mar 3, 2026 |
| Andrew Lampereur | Director | 28,954 | 0.05% | Aug 4, 2026 |
| Bennett J. Morgan | Director | 32,607 | 0.06% | Aug 4, 2026 |
| Dominick P. Zarcone | Director | 19,716 | 0.03% | Aug 4, 2026 |
| Kathryn V. Bohl | Director | 14,018 | 0.02% | May 5, 2026 |
| Marcia J. Avedon | Director | 9,364 | 0.02% | May 5, 2026 |
| Robert D. Dixon | Director | 21,497 | 0.04% | May 5, 2026 |
| David A. Ramon | Director | 38,173 | 0.06% | May 5, 2026 |
| William D. Jenkins Jr | Director | 11,326 | 0.02% | May 5, 2026 |
| John D. Bowlin | Director | 91,167 | 0.15% | May 6, 2025 |
| Nam Tran Nguyen | Director | 5,159 | 0.01% | May 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Norman P. Taffe President Generac Home | Sep 17, 2026 | Option exercise | +150 | $119.54 | $17.93K | 11,426 |
| Norman P. Taffe President Generac Home | Sep 17, 2026 | Sale(10b5-1 plan) | −150 | $229.50 | $34.43K | 11,276 |
| Kyle Andrew Raabe President, Home Power Gen. | Sep 17, 2026 | Sale(10b5-1 plan) | −390 | $229.50 | $89.51K | 10,356 |
| Kyle Andrew Raabe President, Home Power Gen. | Sep 17, 2026 | Sale(10b5-1 plan) | −213 | $229.50 | $48.88K | 10,356 |
| Kyle Andrew Raabe President, Home Power Gen. | Sep 17, 2026 | Option exercise | +213 | $102.42 | $21.82K | 10,569 |
| Norman P. Taffe President Generac Home | Sep 8, 2026 | Option exercise | +100 | $119.54 | $11.95K | 11,376 |
| Norman P. Taffe President Generac Home | Sep 8, 2026 | Sale(10b5-1 plan) | −100 | $188.27 | $18.83K | 11,276 |
| Norman P. Taffe President Generac Home | Sep 8, 2026 | Sale(10b5-1 plan) | −200 | $188.27 | $37.65K | 11,376 |
| Norman P. Taffe President Generac Home | Sep 8, 2026 | Sale(10b5-1 plan) | −100 | $190.00 | $19.00K | 11,276 |
| Norman P. Taffe President Generac Home | Sep 1, 2026 | Tax withholding | −3,932 | $181.22 | $712.56K | 11,576 |
| Aaron Jagdfeld Chief Executive Officer, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −5,000 | $182.21 | $911.05K | 549,528 |
| Kyle Andrew Raabe President, Home Power Gen. | Aug 7, 2026 | Option exercise | +213 | $102.42 | $21.82K | 10,959 |
| Kyle Andrew Raabe President, Home Power Gen. | Aug 7, 2026 | Sale(10b5-1 plan) | −213 | $213.35 | $45.44K | 10,746 |
| Kyle Andrew Raabe President, Home Power Gen. | Aug 7, 2026 | Sale(10b5-1 plan) | −373 | $213.35 | $79.58K | 10,746 |
| Norman P. Taffe President Generac Home | Aug 5, 2026 | Option exercise | +100 | $119.54 | $11.95K | 15,608 |
| Norman P. Taffe President Generac Home | Aug 5, 2026 | Sale(10b5-1 plan) | −150 | $220.00 | $33.00K | 15,508 |
| Norman P. Taffe President Generac Home | Aug 5, 2026 | Option exercise | +150 | $119.54 | $17.93K | 15,658 |
| Norman P. Taffe President Generac Home | Aug 5, 2026 | Sale(10b5-1 plan) | −100 | $218.39 | $21.84K | 15,508 |
| Norman P. Taffe President Generac Home | Aug 5, 2026 | Sale(10b5-1 plan) | −200 | $218.39 | $43.68K | 15,608 |
| Norman P. Taffe President Generac Home | Aug 5, 2026 | Sale(10b5-1 plan) | −100 | $218.39 | $21.84K | 15,508 |
| Aaron Jagdfeld Chief Executive Officer, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −5,000 | $194.89 | $974.45K | 554,528 |
| Andrew Lampereur Director | Jul 31, 2026 | Award | +160 | $196.17 | $31.39K | 28,954 |
| Bennett J. Morgan Director | Jul 31, 2026 | Award | +166 | $196.17 | $32.56K | 32,607 |
| Dominick P. Zarcone Director | Jul 31, 2026 | Award | +128 | $196.17 | $25.11K | 19,716 |
| Norman P. Taffe President Generac Home | Jul 6, 2026 | Sale(10b5-1 plan) | −200 | $256.00 | $51.20K | 15,908 |
| Norman P. Taffe President Generac Home | Jul 6, 2026 | Sale(10b5-1 plan) | −100 | $256.00 | $25.60K | 15,808 |
| Norman P. Taffe President Generac Home | Jul 6, 2026 | Sale(10b5-1 plan) | −150 | $256.00 | $38.40K | 15,808 |
| Norman P. Taffe President Generac Home | Jul 6, 2026 | Option exercise | +100 | $119.54 | $11.95K | 15,908 |
| Norman P. Taffe President Generac Home | Jul 6, 2026 | Sale(10b5-1 plan) | −100 | $256.00 | $25.60K | 15,808 |
| Norman P. Taffe President Generac Home | Jul 6, 2026 | Option exercise | +150 | $119.54 | $17.93K | 15,958 |
| Aaron Jagdfeld Chief Executive Officer, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −5,000 | $288.05 | $1.44M | 559,528 |
| Norman P. Taffe President Generac Home | Jun 5, 2026 | Sale(10b5-1 plan) | −150 | $272.26 | $40.84K | 16,108 |
| Norman P. Taffe President Generac Home | Jun 5, 2026 | Sale(10b5-1 plan) | −100 | $272.26 | $27.23K | 16,108 |
| Norman P. Taffe President Generac Home | Jun 5, 2026 | Sale(10b5-1 plan) | −200 | $272.26 | $54.45K | 16,208 |
| Norman P. Taffe President Generac Home | Jun 5, 2026 | Option exercise | +100 | $119.54 | $11.95K | 16,208 |
| Norman P. Taffe President Generac Home | Jun 5, 2026 | Sale(10b5-1 plan) | −100 | $272.26 | $27.23K | 16,108 |
| Norman P. Taffe President Generac Home | Jun 5, 2026 | Option exercise | +150 | $119.54 | $17.93K | 16,258 |
| Aaron Jagdfeld Chief Executive Officer, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −5,000 | $272.18 | $1.36M | 564,528 |
| Bennett J. Morgan Director | May 1, 2026 | Award | +825 | $257.83 | $212.71K | 32,441 |
| Aaron Jagdfeld Chief Executive Officer, Director | May 1, 2026 | Sale(10b5-1 plan) | −5,000 | $260.02 | $1.30M | 569,528 |
| William D. Jenkins Jr Director | May 1, 2026 | Award | +699 | $257.83 | $180.22K | 11,326 |
| Robert D. Dixon Director | May 1, 2026 | Award | +699 | $257.83 | $180.22K | 12,602 |
| Dominick P. Zarcone Director | May 1, 2026 | Award | +796 | $257.83 | $205.23K | 19,588 |
| Marcia J. Avedon Director | May 1, 2026 | Award | +699 | $257.83 | $180.22K | 9,364 |
| David A. Ramon Director | May 1, 2026 | Award | +699 | $257.83 | $180.22K | 8,645 |
| Kathryn V. Bohl Director | May 1, 2026 | Award | +699 | $257.83 | $180.22K | 14,018 |
| Andrew Lampereur Director | May 1, 2026 | Award | +820 | $257.83 | $211.42K | 28,794 |
| Aaron Jagdfeld Chief Executive Officer, Director | Apr 1, 2026 | Sale(10b5-1 plan) | −5,000 | $199.81 | $999.05K | 574,528 |
| Aaron Jagdfeld Chief Executive Officer, Director | Mar 5, 2026 | Sale(10b5-1 plan) | −5,000 | $216.95 | $1.08M | 579,528 |
| Aaron Jagdfeld Chief Executive Officer, Director | Mar 1, 2026 | Award | +11,149 | – | – | 596,586 |
| Aaron Jagdfeld Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −2,020 | $228.14 | $460.84K | 584,528 |
| Aaron Jagdfeld Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −2,178 | $228.14 | $496.89K | 586,548 |
| Aaron Jagdfeld Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −2,619 | $228.14 | $597.50K | 588,726 |
| Aaron Jagdfeld Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −5,241 | $228.14 | $1.20M | 591,345 |
| Aaron Jagdfeld Chief Executive Officer, Director | Mar 1, 2026 | Award | +7,671 | – | – | 585,437 |
| Erik Wilde President Domestic C&I | Mar 1, 2026 | Tax withholding | −677 | $228.14 | $154.45K | 16,500 |
| Erik Wilde President Domestic C&I | Mar 1, 2026 | Tax withholding | −312 | $228.14 | $71.18K | 15,860 |
| Erik Wilde President Domestic C&I | Mar 1, 2026 | Tax withholding | −328 | $228.14 | $74.83K | 16,172 |
| Erik Wilde President Domestic C&I | Mar 1, 2026 | Tax withholding | −295 | $228.14 | $67.30K | 15,565 |
| Erik Wilde President Domestic C&I | Mar 1, 2026 | Award | +1,366 | – | – | 17,177 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Norman P. Taffe Officer | Oct 6, 2026 | 150 | $33.00K | Oct 6, 2026 | Stock Option Exercise |
| Norman P. Taffe Officer | Oct 5, 2026 | 400 | $86.18K | Oct 5, 2026 | Stock Option Exercise |
| Kyle Andrew Raabe Officer | Oct 2, 2026 | 603 | $128.18K | Oct 2, 2026 | Restricted Stock Vesting |
| Aaron Jagdfeld Officer, Director | Oct 1, 2026 | 5,000 | $1.03M | Oct 1, 2026 | Restricted Stock Vesting |
| Norman P. Taffe Officer | Sep 17, 2026 | 150 | $34.43K | Sep 17, 2026 | Stock Option Exercise |
| Kyle Andrew Raabe Officer | Sep 17, 2026 | 603 | $138.39K | Sep 17, 2026 | Restricted Stock Vesting |
| Norman P. Taffe Officer | Sep 8, 2026 | 400 | $75.48K | Sep 8, 2026 | Restricted Stock Vesting |
| Aaron Jagdfeld Officer, Director | Sep 1, 2026 | 5,000 | $911.05K | Sep 1, 2026 | Restricted Stock Vesting |
| Kyle Andrew Raabe Officer | Aug 7, 2026 | 586 | $125.02K | Aug 7, 2026 | Restricted Stock Vesting |
| Norman P. Taffe Officer | Aug 5, 2026 | 550 | $120.36K | Aug 5, 2026 | Restricted Stock Vesting |
| Aaron Jagdfeld Officer, Director | Aug 3, 2026 | 5,000 | $974.45K | Aug 3, 2026 | Restricted Stock Vesting |
| Norman P. Taffe Officer | Jul 6, 2026 | 550 | $140.80K | Jul 6, 2026 | Restricted Stock Vesting |
| Aaron Jagdfeld Officer, Director | Jul 1, 2026 | 5,000 | $1.44M | Jul 1, 2026 | Stock Option Exercise |
| Norman P. Taffe Officer | Jun 5, 2026 | 550 | $149.74K | Jun 5, 2026 | Restricted Stock Vesting |
| Aaron Jagdfeld Officer, Director | Jun 1, 2026 | 5,000 | $1.36M | Jun 1, 2026 | Stock Option Exercise |