KEXNYSEWater TransportationFiscal year ends December 31
KIRBY CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$136.37−0.06 (-0.04%)
Close on Oct 19, 2026
- Market cap
- $7.32B
- P/E (TTM)
- 21.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
53M of 53M shares
Institutional holders
466
84 new, 44 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 18 sales
Net sold $19.10M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 5,057,639 | 8.60% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 2,777,491 | 5.17% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 2,759,885 | 5.20% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 2,695,550 | 5.03% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KEX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,392,912 | 10.21% | $733.27M | +115,753 | 0.01% |
| Dimensional Fund Advisors LP | 2,759,885 | 5.23% | $375.27M | +142,347 | 0.07% |
| Vanguard Portfolio Management LLC | 2,689,551 | 5.09% | $365.70M | +28,526 | 0.02% |
| Goldman Sachs Group Inc | 2,656,007 | 5.03% | $361.14M | −171,964 | 0.03% |
| Morgan Stanley | 2,432,658 | 4.61% | $330.77M | −237,505 | 0.02% |
| Vanguard Capital Management LLC | 2,415,730 | 4.58% | $328.47M | +8,203 | 0.01% |
| State Street Corp | 1,648,286 | 3.12% | $224.12M | +9,312 | 0.01% |
| First Trust Advisors LP | 1,618,865 | 3.07% | $220.12M | +214,151 | 0.13% |
| King Luther Capital Management Corp | 1,457,920 | 2.76% | $198.23M | −102,871 | 0.81% |
| Neuberger Berman Group LLC | 1,262,228 | 2.39% | $171.63M | −473,160 | 0.11% |
| Geode Capital Management, LLC | 1,190,344 | 2.25% | $161.89M | +168,440 | 0.01% |
| Wellington Management Group Llp | 1,150,107 | 2.18% | $156.38M | −425,386 | 0.03% |
| American Century Companies Inc | 936,109 | 1.77% | $127.28M | +7,408 | 0.06% |
| FMR LLC | 917,664 | 1.74% | $124.77M | +123,111 | 0.01% |
| Aqr Capital Management LLC | 883,760 | 1.67% | $120.16M | +349,588 | 0.04% |
| Alliancebernstein L.P. | 881,640 | 1.67% | $117.15M | −234,100 | 0.04% |
| Jennison Associates LLC | 865,097 | 1.64% | $117.63M | +107,068 | 0.07% |
| Congress Asset Management Co /Ma | 703,728 | 1.33% | $95.69M | +78,186 | 0.59% |
| Norges Bank | 683,912 | 1.30% | $92.99M | New | 0.01% |
| Charles Schwab Investment Management Inc | 677,254 | 1.28% | $92.09M | −20,563 | 0.01% |
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 | 466 | 53M | 100.0% | 84 / 168 | 145 / 44 | 7M | 6M |
| Q1 2026 | 435 | 53M | 100.0% | 85 / 159 | 136 / 58 | 12M | 7M |
| Q4 2025 | 412 | 54M | 100.0% | 80 / 103 | 177 / 58 | 9M | 10M |
| Q3 2025 | 400 | 55M | 100.0% | 70 / 134 | 141 / 75 | 8M | 10M |
| Q2 2025 | 408 | 57M | 100.0% | 56 / 162 | 136 / 54 | 5M | 4M |
| Q1 2025 | 411 | 56M | 100.0% | 63 / 154 | 132 / 76 | 7M | 6M |
| Q4 2024 | 430 | 56M | 100.0% | 77 / 140 | 139 / 51 | 5M | 5M |
| Q3 2024 | 407 | 56M | 100.0% | 58 / 142 | 140 / 51 | 10M | 5M |
| Q2 2024 | 403 | 56M | 100.0% | 104 / 107 | 134 / 26 | 6M | 15M |
| Q1 2024 | 328 | 65M | 100.0% | 59 / 99 | 116 / 45 | 9M | 4M |
| Q4 2023 | 315 | 61M | 100.0% | 45 / 103 | 128 / 38 | 8M | 4M |
| Q3 2023 | 314 | 57M | 100.0% | 45 / 92 | 119 / 13 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KEX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,830,973 | 3.47% | $248.96M | 0.20% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,698,599 | 3.22% | $230.96M | 0.01% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 1,437,235 | 2.72% | $195.42M | 1.70% | Jun 30, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund | 1,262,546 | 2.39% | $171.67M | 1.95% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,227,290 | 2.32% | $166.87M | 0.09% | Jun 30, 2026 |
| Neuberger Genesis Fund | 818,162 | 1.55% | $115.03M | 1.56% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 777,234 | 1.47% | $105.68M | 0.16% | Jun 30, 2026 |
| Vanguard Explorer Fund | 775,959 | 1.47% | $101.76M | 0.46% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 775,947 | 1.47% | $109.09M | 0.40% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 703,054 | 1.33% | $92.20M | 0.47% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 613,603 | 1.16% | $83.43M | 0.09% | Jun 30, 2026 |
| Invesco Discovery Fund | 398,833 | 0.76% | $56.07M | 0.72% | May 31, 2026 |
| Congress Small Cap Growth Fund | 350,000 | 0.66% | $45.90M | 2.28% | Jul 31, 2026 |
| Goldman Sachs U.S. Tax-Managed Equity Fund | 320,804 | 0.61% | $43.62M | 0.91% | Jun 30, 2026 |
| DWS Core Equity Fund | 307,923 | 0.58% | $41.87M | 0.86% | 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 |
|---|---|---|---|---|
| David W. Grzebinski | CEO, Director | 98,241 | 0.19% | Feb 26, 2026 |
| Donny Chia | VP Finance and IR | – | – | Aug 20, 2026 |
| Amy D. Husted | Exec VP General Counsel & Sec | 14,733 | 0.03% | Aug 7, 2026 |
| William Matthew Woodruff | VP of Public and Govt Affairs | 9 | 0.00% | May 18, 2026 |
| Christian G. O'Neil | President and COO | 5,670 | 0.01% | May 18, 2026 |
| Ronald A. Dragg | Vice President and Controller | 10,194 | 0.02% | May 6, 2026 |
| Raj Kumar | Exec VP and CFO | 4,494 | 0.01% | Mar 4, 2026 |
| Matthew P. Kerin | VP IR and Treasurer | – | – | Feb 24, 2026 |
| Jennifer N. McCauley | Chief HR Officer | 934 | 0.00% | Feb 17, 2026 |
| Scott P. Miller | VP - CIO | 3,565 | 0.01% | Feb 11, 2026 |
| Kurt A. Niemietz | VP IR & Treasurer | 2,887 | 0.01% | Feb 5, 2026 |
| Julie Marie Kruger | VP Human Resources | 4,030 | 0.01% | Feb 4, 2025 |
| Tanya S. Beder | Director | 19,313 | 0.04% | May 6, 2026 |
| Richard J. Alario | Director | 28,632 | 0.05% | May 6, 2026 |
| Shawn D. Williams | Director | 13,676 | 0.03% | May 6, 2026 |
| Susan Leslie Dio | Director | 8,607 | 0.02% | May 6, 2026 |
| William M. Waterman | Director | 122,879 | 0.23% | May 6, 2026 |
| Tracy A. Embree | Director | 1,776 | 0.00% | May 6, 2026 |
| Anne-Marie Ainsworth | Director | 30,280 | 0.06% | May 6, 2026 |
| Barry E. Davis | Director | 47,115 | 0.09% | May 6, 2026 |
| Richard Ross Stewart | Director | 15,488 | 0.03% | Nov 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Amy D. Husted Exec VP General Counsel & Sec | Aug 5, 2026 | Option exercise | +186 | – | – | 11,000 |
| Amy D. Husted Exec VP General Counsel & Sec | Aug 5, 2026 | Tax withholding | −74 | $131.10 | $9.70K | 10,926 |
| Christian G. O'Neil President and COO | May 15, 2026 | Sale | −11,287 | $145.93 | $1.65M | 0 |
| Amy D. Husted Exec VP General Counsel & Sec | May 15, 2026 | Sale | −4,000 | $145.43 | $581.72K | 10,814 |
| William Matthew Woodruff VP of Public and Govt Affairs | May 15, 2026 | Sale | −678 | $147.37 | $99.92K | 9 |
| Tanya S. Beder Director | May 4, 2026 | Award | +1,392 | – | – | 19,313 |
| William M. Waterman Director | May 4, 2026 | Award | +1,392 | – | – | 40,630 |
| Anne-Marie Ainsworth Director | May 4, 2026 | Award | +1,392 | – | – | 30,280 |
| Susan Leslie Dio Director | May 4, 2026 | Award | +1,392 | – | – | 8,607 |
| Richard J. Alario Director | May 4, 2026 | Award | +1,392 | – | – | 28,632 |
| Shawn D. Williams Director | May 4, 2026 | Award | +1,392 | – | – | 13,676 |
| Ronald A. Dragg Vice President and Controller | May 4, 2026 | Sale | −1,726 | $145.01 | $250.29K | 8,673 |
| Tracy A. Embree Director | May 4, 2026 | Award | +1,392 | – | – | 1,776 |
| Barry E. Davis Director | May 4, 2026 | Award | +1,392 | – | – | 37,115 |
| Christian G. O'Neil President and COO | Mar 2, 2026 | Sale | −11,287 | $132.34 | $1.49M | 11,287 |
| Raj Kumar Exec VP and CFO | Mar 2, 2026 | Sale | −3,000 | $132.70 | $398.10K | 4,494 |
| David W. Grzebinski CEO, Director | Feb 24, 2026 | Sale | −34,152 | $130.05 | $4.44M | 98,241 |
| David W. Grzebinski CEO, Director | Feb 24, 2026 | Option exercise | +34,152 | $73.29 | $2.50M | 132,393 |
| Tracy A. Embree Director | Feb 20, 2026 | Award | +384 | – | – | 384 |
| Amy D. Husted Exec VP General Counsel & Sec | Feb 20, 2026 | Sale | −11,667 | $129.33 | $1.51M | 14,814 |
| Amy D. Husted Exec VP General Counsel & Sec | Feb 20, 2026 | Option exercise | +8,667 | $73.29 | $635.20K | 26,481 |
| Barry E. Davis Director | Feb 19, 2026 | Option exercise | +3,188 | $70.65 | $225.23K | 38,911 |
| Barry E. Davis Director | Feb 19, 2026 | Option exercise | +2,640 | $85.30 | $225.19K | 41,551 |
| Barry E. Davis Director | Feb 19, 2026 | Option exercise | +2,652 | $84.90 | $225.15K | 44,203 |
| Barry E. Davis Director | Feb 19, 2026 | Sale | −8,480 | $128.51 | $1.09M | 35,723 |
| Jennifer N. McCauley Chief HR Officer | Feb 14, 2026 | Option exercise | +934 | – | – | 934 |
| Jennifer N. McCauley Chief HR Officer | Feb 14, 2026 | Tax withholding | −366 | $124.93 | $45.72K | 568 |
| Scott P. Miller VP - CIO | Feb 10, 2026 | Sale | −3,960 | $120.68 | $477.89K | 3,565 |
| William Matthew Woodruff VP of Public and Govt Affairs | Feb 9, 2026 | Sale | −2,000 | $121.88 | $243.76K | 687 |
| Ronald A. Dragg Vice President and Controller | Feb 4, 2026 | Option exercise | +2,787 | $73.29 | $204.26K | 15,828 |
| Ronald A. Dragg Vice President and Controller | Feb 4, 2026 | Sale | −5,429 | $122.00 | $662.34K | 10,399 |
| Christian G. O'Neil President and COO | Feb 3, 2026 | Tax withholding | −4,011 | $120.68 | $484.05K | 22,574 |
| Christian G. O'Neil President and COO | Feb 3, 2026 | Option exercise | +10,188 | – | – | 26,585 |
| David W. Grzebinski CEO, Director | Feb 3, 2026 | Tax withholding | −8,844 | $120.68 | $1.07M | 98,241 |
| David W. Grzebinski CEO, Director | Feb 3, 2026 | Option exercise | +22,470 | – | – | 107,085 |
| Scott P. Miller VP - CIO | Feb 3, 2026 | Option exercise | +5,375 | – | – | 8,836 |
| Scott P. Miller VP - CIO | Feb 3, 2026 | Tax withholding | −1,311 | $120.68 | $158.21K | 7,525 |
| Ronald A. Dragg Vice President and Controller | Feb 3, 2026 | Tax withholding | −696 | $120.68 | $83.99K | 13,041 |
| Ronald A. Dragg Vice President and Controller | Feb 3, 2026 | Option exercise | +2,788 | – | – | 13,737 |
| Amy D. Husted Exec VP General Counsel & Sec | Feb 3, 2026 | Option exercise | +7,319 | – | – | 20,696 |
| Amy D. Husted Exec VP General Counsel & Sec | Feb 3, 2026 | Tax withholding | −2,882 | $120.68 | $347.80K | 17,814 |
| Kurt A. Niemietz VP IR & Treasurer | Feb 3, 2026 | Option exercise | +1,656 | – | – | 2,887 |
| Kurt A. Niemietz VP IR & Treasurer | Feb 3, 2026 | Tax withholding | −693 | $120.68 | $83.63K | 2,194 |
| Raj Kumar Exec VP and CFO | Feb 3, 2026 | Tax withholding | −2,208 | $120.68 | $266.46K | 7,494 |
| Raj Kumar Exec VP and CFO | Feb 3, 2026 | Option exercise | +5,458 | – | – | 9,702 |
| William Matthew Woodruff VP of Public and Govt Affairs | Feb 3, 2026 | Option exercise | +1,109 | – | – | 3,162 |
| William Matthew Woodruff VP of Public and Govt Affairs | Feb 3, 2026 | Tax withholding | −475 | $120.68 | $57.32K | 2,687 |
| Scott P. Miller VP - CIO | Jan 24, 2026 | Option exercise | +2,010 | – | – | 4,010 |
| Scott P. Miller VP - CIO | Jan 24, 2026 | Tax withholding | −549 | $128.70 | $70.66K | 3,461 |
| David W. Grzebinski CEO, Director | Jan 24, 2026 | Tax withholding | −3,244 | $128.70 | $417.50K | 84,615 |
| David W. Grzebinski CEO, Director | Jan 24, 2026 | Option exercise | +8,150 | – | – | 87,859 |
| William Matthew Woodruff VP of Public and Govt Affairs | Jan 24, 2026 | Tax withholding | −167 | $128.70 | $21.49K | 2,053 |
| William Matthew Woodruff VP of Public and Govt Affairs | Jan 24, 2026 | Option exercise | +394 | – | – | 2,220 |
| Christian G. O'Neil President and COO | Jan 24, 2026 | Option exercise | +2,660 | – | – | 17,495 |
| Christian G. O'Neil President and COO | Jan 24, 2026 | Tax withholding | −1,098 | $128.70 | $141.31K | 16,397 |
| Amy D. Husted Exec VP General Counsel & Sec | Jan 24, 2026 | Tax withholding | −1,141 | $128.70 | $146.85K | 13,377 |
| Amy D. Husted Exec VP General Counsel & Sec | Jan 24, 2026 | Option exercise | +2,758 | – | – | 14,518 |
| Kurt A. Niemietz VP IR & Treasurer | Jan 24, 2026 | Option exercise | +493 | – | – | 1,451 |
| Kurt A. Niemietz VP IR & Treasurer | Jan 24, 2026 | Tax withholding | −220 | $128.70 | $28.31K | 1,231 |
| Ronald A. Dragg Vice President and Controller | Jan 24, 2026 | Tax withholding | −263 | $128.70 | $33.85K | 10,949 |
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 |
|---|---|---|---|---|---|
| Woodruff William officer | May 18, 2026 | 678 | $99.89K | May 15, 2026 | Stock Bonus |
| Husted Amy Officer | May 15, 2026 | 4,000 | $581.59K | May 15, 2026 | Stock Bonus |
| O'Neil Christian Officer | May 15, 2026 | 11,287 | $1.65M | May 15, 2026 | Stock Bonus |
| Dragg Ronald officer | May 6, 2026 | 1,726 | $247.79K | May 4, 2026 | Stock Bonus |
| Dragg Ronald Officer | May 4, 2026 | 1,726 | $247.79K | May 4, 2026 | Stock Bonus |
| O'Neil Christian Officer | Mar 2, 2026 | 11,287 | $1.49M | Mar 2, 2026 | Stock Bonus |
| Kumar Raj Officer | Mar 2, 2026 | 3,000 | $398.01K | Mar 2, 2026 | Stock Bonus |
| Grzebinski David CEO | Feb 24, 2026 | 34,152 | $4.44M | Feb 24, 2026 | Stock Option |
| Husted Amy Officer | Feb 20, 2026 | 11,667 | $1.51M | Feb 20, 2026 | Stock Options |
| Davis Barry officer | Feb 19, 2026 | 8,480 | $1.09M | Feb 19, 2026 | Stock Option |
| Miller Scott Officer | Feb 10, 2026 | 3,960 | $477.90K | Feb 10, 2026 | Stock Bonus |
| Matthew Woodruff William Officer | Feb 10, 2026 | 2,000 | $243.77K | Feb 10, 2026 | Stock Bonus |
| Dragg Ronald Officer | Feb 5, 2026 | 5,429 | $662.18K | Feb 4, 2026 | Stock Option |
| O'Neil Christian Officer | Dec 22, 2025 | 11,145 | $1.24M | Dec 22, 2025 | Stock Option |
| Neimeitz Kurt Officer | Dec 1, 2025 | 1,500 | $171.14K | Dec 1, 2025 | Stock Option |