KNXNYSETrucking (No Local)Fiscal year ends December 31
Knight-Swift Transportation Holdings Inc.
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 29, 2026
$63.21−1.60 (-2.47%)
Close on Oct 19, 2026
- Market cap
- $10.31B
- P/E (TTM)
- 301.0
- Dividend yield
- 1.14%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
163M of 163M shares
Institutional holders
629
171 new, 43 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 17 sales
Net sold $25.69M
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 |
|---|---|---|---|---|
| PointState Capital LP | 9,352,256 | 5.70% | 13G (passive) | Oct 8, 2026 |
| Vanguard Capital Management | 8,265,558 | 5.08% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 8,143,261 | 5.00% | 13G (passive) | Jun 30, 2025 |
| FMR LLC | 8,061,153 | 5.00% | 13G (passive) amendment | Jun 30, 2026 |
| Wellington Management Company LLP | 14,936,311 | 7.90% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 14,024,534 | 8.70% | 13G (passive) amendment | Mar 31, 2025 |
| Wellington Group Holdings LLP | 10,450,230 | 6.40% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KNX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,215,886 | 10.58% | $1.34B | +2,284,371 | 0.02% |
| Dimensional Fund Advisors LP | 8,559,415 | 5.26% | $666.53M | +101,327 | 0.12% |
| FMR LLC | 8,061,153 | 4.95% | $627.72M | −1,645,514 | 0.03% |
| Vanguard Capital Management LLC | 7,061,941 | 4.34% | $549.91M | +31,074 | 0.01% |
| Vanguard Portfolio Management LLC | 6,459,119 | 3.97% | $502.97M | −147,221 | 0.02% |
| State Street Corp | 5,208,839 | 3.20% | $405.61M | +121,272 | 0.01% |
| Invesco Ltd. | 5,148,259 | 3.16% | $400.89M | +1,485,456 | 0.03% |
| Victory Capital Management Inc | 4,786,891 | 2.94% | $372.76M | −1,547,040 | 0.21% |
| Aqr Capital Management LLC | 4,488,969 | 2.76% | $349.56M | +1,078,051 | 0.12% |
| Slate Path Capital LP | 3,411,000 | 2.10% | $265.61M | −1,207,200 | 3.68% |
| Morgan Stanley | 3,295,823 | 2.03% | $256.65M | −93,997 | 0.01% |
| Hood River Capital Management LLC | 3,058,241 | 1.88% | $238.15M | +381,285 | 1.73% |
| Geode Capital Management, LLC | 2,994,062 | 1.84% | $233.21M | +25,885 | 0.01% |
| Ameriprise Financial Inc | 2,658,723 | 1.63% | $207.03M | +569,222 | 0.04% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,234,038 | 1.37% | $173.96M | −216,566 | 0.13% |
| Manning & Napier Advisors LLC | 2,221,397 | 1.36% | $173.67M | New | 2.23% |
| Allspring Global Investments Holdings, LLC | 2,156,453 | 1.32% | $166.84M | −2,103,816 | 0.26% |
| Norges Bank | 2,153,384 | 1.32% | $167.68M | New | 0.02% |
| Citadel Advisors LLC | 2,099,359 | 1.29% | $163.48M | +25,875 | 0.02% |
| PointState Capital LP | 1,994,977 | 1.23% | $155.35M | New | 1.99% |
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 | 629 | 163M | 100.0% | 171 / 207 | 169 / 43 | 34M | 31M |
| Q1 2026 | 509 | 160M | 98.4% | 106 / 200 | 120 / 48 | 39M | 31M |
| Q4 2025 | 459 | 167M | 100.0% | 92 / 137 | 163 / 76 | 38M | 26M |
| Q3 2025 | 447 | 155M | 95.2% | 61 / 144 | 178 / 55 | 23M | 28M |
| Q2 2025 | 444 | 160M | 98.1% | 59 / 155 | 169 / 88 | 24M | 16M |
| Q1 2025 | 479 | 152M | 93.6% | 111 / 137 | 174 / 92 | 22M | 23M |
| Q4 2024 | 470 | 156M | 95.9% | 54 / 189 | 159 / 39 | 17M | 14M |
| Q3 2024 | 464 | 153M | 94.3% | 71 / 153 | 180 / 41 | 31M | 14M |
| Q2 2024 | 438 | 153M | 94.2% | 46 / 167 | 173 / 85 | 24M | 26M |
| Q1 2024 | 482 | 155M | 95.5% | 58 / 159 | 185 / 54 | 18M | 14M |
| Q4 2023 | 482 | 151M | 92.7% | 76 / 152 | 189 / 65 | 23M | 14M |
| Q3 2023 | 475 | 142M | 87.1% | 49 / 152 | 199 / 57 | 9M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KNX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5,560,917 | 3.42% | $433.03M | 0.35% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,896,573 | 3.01% | $381.30M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,538,824 | 2.17% | $275.57M | 0.15% | Jun 30, 2026 |
| Victory Sycamore Established Value Fund | 2,970,000 | 1.82% | $231.27M | 1.50% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 2,068,666 | 1.27% | $143.83M | 0.74% | Jul 31, 2026 |
| Allspring Special Mid Cap Value Fund | 1,964,378 | 1.21% | $152.97M | 1.14% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,863,307 | 1.14% | $145.10M | 0.15% | Jun 30, 2026 |
| Invesco Discovery Fund | 1,831,961 | 1.13% | $138.55M | 1.77% | May 31, 2026 |
| Hood River Small-Cap Growth Fund | 1,471,272 | 0.90% | $114.57M | 1.72% | Jun 30, 2026 |
| Invesco Discovery Mid Cap Growth Fund | 1,420,113 | 0.87% | $98.74M | 1.46% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 1,222,697 | 0.75% | $85.01M | 0.51% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,212,000 | 0.74% | $91.66M | 0.04% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,121,322 | 0.69% | $87.32M | 0.13% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,021,083 | 0.63% | $79.51M | 0.17% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 1,013,808 | 0.62% | $70.49M | 0.49% | Jul 31, 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 |
|---|---|---|---|---|
| Gary J. Knight | Vice Chairman, Director | 2,608,680 | 1.60% | Sep 2, 2026 |
| Reid Dove | CEO AAA Cooper Transportation, Director | 0 | – | Aug 14, 2026 |
| Adam W. Miller | CEO, Director | 387,461 | 0.24% | Apr 16, 2026 |
| Kevin P. Knight | Executive Chairman, Director | 1,333,866 | 0.82% | Mar 13, 2026 |
| Cary M. Flanagan | Exec VP and CAO | 5,405 | 0.00% | Jul 31, 2026 |
| Andrew Hess | CFO | 12,412 | 0.01% | Jun 1, 2026 |
| Wilburn Douglas Prickett III | Pres/COO AAA Transportation | 5,668 | 0.00% | Jun 1, 2026 |
| Joseph A. Vitiritto | President | 1,403 | 0.00% | Jun 1, 2026 |
| James L. Fitzsimmons | COO Swift Transportation | 10,341 | 0.01% | Jun 1, 2026 |
| Joshua Smith | CFO - US Xpress | 7,664 | 0.00% | Mar 3, 2026 |
| Timothy Sean Harrington | Pres - US Xpress | 5,812 | 0.00% | Feb 10, 2026 |
| Michael K. Liu | EVP - Operations | 0 | – | Feb 5, 2026 |
| Reed Stultz | SR VP - Logistics | 3,235 | 0.00% | Feb 3, 2026 |
| Soumit Roy | General Counsel and Secretary | – | – | Jan 7, 2026 |
| Michelle K. Lewis | CFO, AAA Cooper Transportation | 3,611 | 0.00% | Aug 1, 2025 |
| Todd F. Carlson | General Counsel and Secretary | 75,762 | 0.05% | Mar 13, 2025 |
| Ploeg David Vander | Director | 37,404 | 0.02% | Aug 13, 2026 |
| Louis Hobson | Director | 8,347 | 0.01% | May 13, 2026 |
| Jessica Powell | Director | 10,009 | 0.01% | May 13, 2026 |
| Douglas L. Col | Director | 9,636 | 0.01% | May 13, 2026 |
| Amy Boerger | Director | 6,633 | 0.00% | May 13, 2026 |
| Roberta Roberts Shank | Director | 43,364 | 0.03% | May 13, 2026 |
| Michael Garnreiter | Director | 31,121 | 0.02% | May 13, 2026 |
| Kathryn L. Munro | Director | 65,324 | 0.04% | May 13, 2026 |
| Robert E. Synowicki Jr | Director | 26,365 | 0.02% | Aug 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Gary J. Knight Vice Chairman, Director | Sep 2, 2026 | Gift | −111,740 | – | – | 2,602,998 |
| Reid Dove CEO AAA Cooper Transportation, Director | Aug 13, 2026 | Sale | −126,864 | $73.13 | $9.28M | 0 |
| Reid Dove CEO AAA Cooper Transportation, Director | Aug 12, 2026 | Sale | −42,290 | $71.49 | $3.02M | 126,864 |
| Ploeg David Vander Director | Aug 12, 2026 | Sale | −2,200 | $52.33 | $115.13K | 30,252 |
| Reid Dove Director | Jul 31, 2026 | Sale | −50,000 | $70.25 | $3.51M | 169,154 |
| Cary M. Flanagan Exec VP and CAO | Jul 31, 2026 | Sale | −3,600 | $70.82 | $254.95K | 5,405 |
| James L. Fitzsimmons COO Swift Transportation | May 31, 2026 | Option exercise | +637 | – | – | 10,341 |
| James L. Fitzsimmons COO Swift Transportation | May 31, 2026 | Option exercise | +1,832 | – | – | 13,220 |
| James L. Fitzsimmons COO Swift Transportation | May 31, 2026 | Tax withholding | −461 | $75.63 | $34.87K | 11,388 |
| James L. Fitzsimmons COO Swift Transportation | May 31, 2026 | Option exercise | +1,683 | – | – | 11,849 |
| James L. Fitzsimmons COO Swift Transportation | May 31, 2026 | Tax withholding | −175 | $75.63 | $13.24K | 10,166 |
| James L. Fitzsimmons COO Swift Transportation | May 31, 2026 | Tax withholding | −502 | $75.63 | $37.97K | 12,718 |
| James L. Fitzsimmons COO Swift Transportation | May 31, 2026 | Tax withholding | −206 | $75.63 | $15.58K | 9,704 |
| James L. Fitzsimmons COO Swift Transportation | May 31, 2026 | Option exercise | +753 | – | – | 9,910 |
| James L. Fitzsimmons COO Swift Transportation | May 31, 2026 | Tax withholding | −167 | $75.63 | $12.63K | 9,157 |
| James L. Fitzsimmons COO Swift Transportation | May 31, 2026 | Option exercise | +608 | – | – | 9,324 |
| Andrew Hess CFO | May 31, 2026 | Tax withholding | −84 | $75.63 | $6.35K | 12,412 |
| Andrew Hess CFO | May 31, 2026 | Option exercise | +315 | – | – | 12,496 |
| Andrew Hess CFO | May 31, 2026 | Tax withholding | −121 | $75.63 | $9.15K | 12,748 |
| Andrew Hess CFO | May 31, 2026 | Option exercise | +437 | – | – | 13,185 |
| Andrew Hess CFO | May 31, 2026 | Tax withholding | −116 | $75.63 | $8.77K | 13,069 |
| Andrew Hess CFO | May 31, 2026 | Option exercise | +457 | – | – | 12,869 |
| Cary M. Flanagan Exec VP and CAO | May 31, 2026 | Tax withholding | −324 | $75.63 | $24.50K | 7,791 |
| Cary M. Flanagan Exec VP and CAO | May 31, 2026 | Option exercise | +356 | – | – | 7,217 |
| Cary M. Flanagan Exec VP and CAO | May 31, 2026 | Tax withholding | +508 | $75.63 | $38.42K | 9,005 |
| Cary M. Flanagan Exec VP and CAO | May 31, 2026 | Option exercise | +1,141 | – | – | 9,513 |
| Cary M. Flanagan Exec VP and CAO | May 31, 2026 | Tax withholding | −466 | $75.63 | $35.24K | 8,372 |
| Cary M. Flanagan Exec VP and CAO | May 31, 2026 | Option exercise | +1,047 | – | – | 8,838 |
| Cary M. Flanagan Exec VP and CAO | May 31, 2026 | Option exercise | +728 | – | – | 8,115 |
| Cary M. Flanagan Exec VP and CAO | May 31, 2026 | Tax withholding | −265 | $75.63 | $20.04K | 7,387 |
| Cary M. Flanagan Exec VP and CAO | May 31, 2026 | Option exercise | +594 | – | – | 7,652 |
| Cary M. Flanagan Exec VP and CAO | May 31, 2026 | Tax withholding | −159 | $75.63 | $12.03K | 7,058 |
| Wilburn Douglas Prickett III Pres/COO AAA Transportation | May 31, 2026 | Tax withholding | −183 | $75.63 | $13.84K | 5,668 |
| Wilburn Douglas Prickett III Pres/COO AAA Transportation | May 31, 2026 | Option exercise | +676 | – | – | 6,344 |
| Wilburn Douglas Prickett III Pres/COO AAA Transportation | May 31, 2026 | Tax withholding | +199 | $75.63 | $15.05K | 6,145 |
| Wilburn Douglas Prickett III Pres/COO AAA Transportation | May 31, 2026 | Option exercise | +622 | – | – | 5,851 |
| Wilburn Douglas Prickett III Pres/COO AAA Transportation | May 31, 2026 | Option exercise | +685 | – | – | 5,046 |
| Wilburn Douglas Prickett III Pres/COO AAA Transportation | May 31, 2026 | Tax withholding | −161 | $75.63 | $12.18K | 5,229 |
| Wilburn Douglas Prickett III Pres/COO AAA Transportation | May 31, 2026 | Option exercise | +546 | – | – | 5,390 |
| Wilburn Douglas Prickett III Pres/COO AAA Transportation | May 31, 2026 | Tax withholding | −202 | $75.63 | $15.28K | 4,844 |
| Roberta Roberts Shank Director | May 12, 2026 | Award | +4,006 | $59.90 | $239.96K | 36,105 |
| Jessica Powell Director | May 12, 2026 | Award | +2,337 | $59.90 | $139.99K | 10,009 |
| Michael Garnreiter Director | May 12, 2026 | Award | +2,838 | $59.90 | $170.00K | 12,318 |
| Kathryn L. Munro Director | May 12, 2026 | Award | +3,171 | $59.90 | $189.94K | 38,757 |
| Amy Boerger Director | May 12, 2026 | Award | +966 | $59.90 | $57.86K | 6,633 |
| Louis Hobson Director | May 12, 2026 | Award | +2,337 | $59.90 | $139.99K | 8,347 |
| Douglas L. Col Director | May 12, 2026 | Award | +2,337 | $59.90 | $139.99K | 9,636 |
| Ploeg David Vander Director | May 12, 2026 | Award | +2,504 | $59.90 | $149.99K | 32,452 |
| Adam W. Miller CEO, Director | Mar 12, 2026 | Tax withholding | −7,699 | $55.10 | $424.21K | 189,881 |
| Adam W. Miller CEO, Director | Mar 12, 2026 | Option exercise | +17,758 | – | – | 197,580 |
| Adam W. Miller CEO, Director | Mar 12, 2026 | Option exercise | +17,758 | – | – | 197,580 |
| Adam W. Miller CEO, Director | Mar 12, 2026 | Tax withholding | −7,699 | $55.10 | $424.21K | 189,881 |
| Gary J. Knight Vice Chairman, Director | Mar 12, 2026 | Option exercise | +5,682 | – | – | 5,682 |
| Gary J. Knight Vice Chairman, Director | Mar 12, 2026 | Tax withholding | −2,805 | $55.10 | $154.56K | 2,877 |
| Adam W. Miller CEO, Director | Mar 12, 2026 | Option exercise | +17,758 | – | – | 28,140 |
| Adam W. Miller CEO, Director | Mar 12, 2026 | Tax withholding | −7,699 | $55.10 | $424.21K | 20,441 |
| Kevin P. Knight Executive Chairman, Director | Mar 12, 2026 | Tax withholding | −4,670 | $55.10 | $257.32K | 28,519 |
| Kevin P. Knight Executive Chairman, Director | Mar 12, 2026 | Option exercise | +19,180 | – | – | 33,189 |
| Joshua Smith CFO - US Xpress | Feb 26, 2026 | Gift | −1,550 | – | – | 7,664 |
| Joshua Smith CFO - US Xpress | Feb 26, 2026 | Sale | −5,770 | $60.91 | $351.45K | 9,214 |
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 |
|---|---|---|---|---|---|
| Reid Dove Director | Aug 13, 2026 | 126,864 | $9.28M | Aug 13, 2026 | Partial consideration received in sale of AAA Cooper Transportation to Knight-Swift Transportation Holdings, Inc. |
| Reid Dove Director | Aug 12, 2026 | 42,290 | $3.02M | Aug 12, 2026 | Partial consideration received in sale of AAA Cooper Transportation to Knight-Swift Transportation Holdings, Inc. |
| Reid Dove Director | Jul 31, 2026 | 50,000 | $3.51M | Jul 31, 2026 | Partial consideration received in sale of AAA Cooper Transportation to Knight-Swift Transportation Holdings, Inc. |
| P. Knight Kevin Former Affiliate | Jun 23, 2026 | 200,000 | $15.08M | Jun 23, 2026 | Founder Shares |
| P. Knight Kevin Executive Chairman | Jun 8, 2026 | 300,000 | $23.51M | Jun 8, 2026 | Founder Shares |
| P. Knight Kevin Executive Chairman | Feb 17, 2026 | 100,000 | $5.96M | Feb 17, 2026 | RSU |
| P. Knight Kevin Executive Chairman | Dec 9, 2025 | 35,000 | $1.79M | Dec 9, 2025 | Transfer |
| Kevin P. Knight Director | Nov 13, 2024 | 29,779 | $1.70M | Nov 13, 2024 | VESTING OF A STOCK AWARD |
| Robert E. Synowicki Jr Director | Aug 16, 2024 | 2,627 | $140.91K | Aug 16, 2024 | Stock Awards |
| Kevin P. Knight Officer, Director | Aug 5, 2024 | 25,000 | $1.29M | Aug 5, 2024 | IPO |
| Kevin P. Knight Officer, Director | Aug 5, 2024 | 20,000 | $1.03M | Aug 5, 2024 | IPO |
| Kevin P. Knight Officer, Director | Aug 2, 2024 | 30,000 | $1.51M | Aug 2, 2024 | IPO |
| Kevin P. Knight Officer, Director | Jul 28, 2023 | 100,000 | $6.02M | Jul 28, 2023 | IPO Shares |
| Kevin P. Knight Officer, Director | May 9, 2023 | 64,139 | $3.63M | May 9, 2023 | Vesting of a Stock Award |