STRLNasdaqHeavy Construction Other Than Bldg Const - ContractorsFiscal year ends December 31
STERLING INFRASTRUCTURE, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$423.48−0.88 (-0.21%)
Close on Oct 19, 2026
- Market cap
- $13.19B
- P/E (TTM)
- 30.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.0%
26M of 31M shares
Institutional holders
882
239 new, 49 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 12 sales
Net sold $96.33M
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. | 3,089,767 | 10.10% | 13G (passive) amendment | Aug 31, 2026 |
| Vanguard Capital Management | 1,553,185 | 5.06% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of STRL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,233,353 | 10.57% | $2.71B | −750,930 | 0.04% |
| Vanguard Capital Management LLC | 1,332,730 | 4.36% | $1.12B | +12,978 | 0.02% |
| Vanguard Portfolio Management LLC | 1,308,407 | 4.28% | $1.10B | −101,141 | 0.05% |
| FMR LLC | 1,175,991 | 3.84% | $987.08M | −298,570 | 0.04% |
| State Street Corp | 956,489 | 3.13% | $802.84M | −132,033 | 0.02% |
| First Trust Advisors LP | 895,943 | 2.93% | $752.02M | +17,953 | 0.44% |
| Invesco Ltd. | 779,679 | 2.55% | $654.43M | −409,233 | 0.05% |
| Geode Capital Management, LLC | 766,964 | 2.51% | $659.54M | −172,318 | 0.04% |
| Jane Street Group, LLC | 761,591 | 2.49% | $639.25M | +754,146 | 0.05% |
| Renaissance Technologies LLC | 672,194 | 2.20% | $564.21M | −94,720 | 0.78% |
| Lone Pine Capital LLC | 609,643 | 1.99% | $511.71M | New | 3.13% |
| Morgan Stanley | 514,000 | 1.68% | $431.43M | +46,251 | 0.02% |
| Jupiter Topco LLC | 470,643 | 1.54% | $395.06M | New | 0.16% |
| JPMorgan Chase & Co | 389,576 | 1.27% | $318.18M | +121,332 | 0.02% |
| Jennison Associates LLC | 369,583 | 1.21% | $310.21M | +367,602 | 0.19% |
| Charles Schwab Investment Management Inc | 318,224 | 1.04% | $267.10M | −68,311 | 0.04% |
| Millennium Management LLC | 294,821 | 0.96% | $247.46M | +269,180 | 0.09% |
| Dimensional Fund Advisors LP | 257,325 | 0.84% | $215.94M | −311,280 | 0.04% |
| Northern Trust Corp | 251,505 | 0.82% | $211.10M | −112,212 | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 245,213 | 0.80% | $205.81M | +5,116 | 0.25% |
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 | 882 | 26M | 86.0% | 239 / 212 | 369 / 49 | 6M | 7M |
| Q1 2026 | 706 | 28M | 91.8% | 139 / 247 | 255 / 64 | 6M | 3M |
| Q4 2025 | 638 | 29M | 93.2% | 130 / 217 | 235 / 73 | 2M | 5M |
| Q3 2025 | 592 | 31M | 100.0% | 125 / 179 | 230 / 43 | 3M | 4M |
| Q2 2025 | 517 | 31M | 100.0% | 142 / 170 | 164 / 57 | 8M | 4M |
| Q1 2025 | 435 | 27M | 87.8% | 85 / 181 | 129 / 91 | 4M | 4M |
| Q4 2024 | 445 | 27M | 87.0% | 86 / 156 | 154 / 40 | 3M | 3M |
| Q3 2024 | 404 | 27M | 87.5% | 79 / 150 | 125 / 29 | 6M | 4M |
| Q2 2024 | 355 | 27M | 89.4% | 72 / 128 | 117 / 42 | 3M | 3M |
| Q1 2024 | 330 | 27M | 88.4% | 76 / 92 | 135 / 38 | 4M | 4M |
| Q4 2023 | 294 | 27M | 87.0% | 55 / 92 | 116 / 29 | 5M | 3M |
| Q3 2023 | 268 | 25M | 81.6% | 55 / 81 | 109 / 16 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of STRL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,050,099 | 3.43% | $881.41M | 0.71% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 925,448 | 3.03% | $776.78M | 0.03% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 821,163 | 2.68% | $689.25M | 6.00% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 668,565 | 2.19% | $561.17M | 0.30% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 385,541 | 1.26% | $323.61M | 0.69% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 351,845 | 1.15% | $295.32M | 0.30% | Jun 30, 2026 |
| Invesco S&P MidCap Momentum ETF | 324,803 | 1.06% | $193.83M | 2.70% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 283,309 | 0.93% | $237.80M | 0.25% | Jun 30, 2026 |
| Invesco Discovery Fund | 249,617 | 0.82% | $214.88M | 2.74% | May 31, 2026 |
| Global X U.S. Infrastructure Development ETF | 225,329 | 0.74% | $193.97M | 1.43% | May 31, 2026 |
| Fidelity Growth Strategies Fund | 183,556 | 0.60% | $158.01M | 3.65% | May 31, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 183,549 | 0.60% | $154.06M | 1.36% | Jun 30, 2026 |
| iShares Russell Mid-Cap Growth ETF | 177,274 | 0.58% | $148.80M | 0.69% | Jun 30, 2026 |
| Fidelity Trend Fund | 161,233 | 0.53% | $135.33M | 2.69% | Jun 30, 2026 |
| Vanguard Explorer Fund | 158,785 | 0.52% | $94.76M | 0.43% | 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 |
|---|---|---|---|---|
| Joseph A. Cutillo | Chief Executive Officer, Director | 290,593 | 0.95% | Sep 23, 2026 |
| Daniel P. Govin | Chief Operating Officer (COO) | 43,485 | 0.14% | Aug 10, 2026 |
| Nicholas M. Grindstaff | Chief Financial Officer (CFO) | 6,037 | 0.02% | Jul 14, 2026 |
| Mark D. Wolf | General Counsel, Corporate Sec | 28,137 | 0.09% | Jun 29, 2026 |
| Ronald A. Ballschmiede | EVP | 258,332 | 0.84% | Sep 4, 2025 |
| Sharon Villaverde | CFO & CAO | 10,434 | 0.03% | Mar 5, 2025 |
| Julie Dill | Director | 17,709 | 0.06% | Jun 22, 2026 |
| William T. Bosway | Director | 2,198 | 0.01% | May 11, 2026 |
| Dana C. O'Brien | Director | 11,679 | 0.04% | May 11, 2026 |
| David S. Schulz | Director | 654 | 0.00% | May 11, 2026 |
| Dwayne Andree Wilson | Director | 12,470 | 0.04% | May 11, 2026 |
| Roger A. Cregg | Director | 45,333 | 0.15% | May 11, 2026 |
| B. Andrew Rose | Director | 654 | 0.00% | May 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph A. Cutillo Chief Executive Officer, Director | Sep 21, 2026 | Gift | −40,000 | – | – | 290,593 |
| Daniel P. Govin Chief Operating Officer (COO) | Aug 6, 2026 | Tax withholding | −6,559 | $536.08 | $3.52M | 43,485 |
| Nicholas M. Grindstaff Chief Financial Officer (CFO) | Jul 10, 2026 | Tax withholding | −556 | $682.29 | $379.35K | 6,037 |
| Mark D. Wolf General Counsel, Corporate Sec | Jun 25, 2026 | Sale | −2,500 | $888.00 | $2.22M | 28,137 |
| Julie Dill Director | Jun 18, 2026 | Gift | −325 | – | – | 17,709 |
| Joseph A. Cutillo Chief Executive Officer, Director | May 20, 2026 | Award | +40,000 | – | – | 330,593 |
| Julie Dill Director | May 7, 2026 | Award | +181 | – | – | 18,034 |
| David S. Schulz Director | May 7, 2026 | Award | +181 | – | – | 654 |
| Roger A. Cregg Director | May 7, 2026 | Award | +181 | – | – | 45,333 |
| B. Andrew Rose Director | May 7, 2026 | Award | +181 | – | – | 654 |
| Dwayne Andree Wilson Director | May 7, 2026 | Award | +181 | – | – | 12,470 |
| Dana C. O'Brien Director | May 7, 2026 | Award | +181 | – | – | 11,679 |
| William T. Bosway Director | May 7, 2026 | Award | +181 | – | – | 2,198 |
| Joseph A. Cutillo Chief Executive Officer | Apr 23, 2026 | Sale(10b5-1 plan) | −50,000 | $497.57 | $24.88M | 290,593 |
| Joseph A. Cutillo Chief Executive Officer | Mar 25, 2026 | Sale(10b5-1 plan) | −50,000 | $453.48 | $22.67M | 340,593 |
| Dwayne Andree Wilson Director | Mar 12, 2026 | Sale(10b5-1 plan) | −1,260 | $405.95 | $511.50K | 12,289 |
| Joseph A. Cutillo Chief Executive Officer | Mar 10, 2026 | Sale(10b5-1 plan) | −47,592 | $416.21 | $19.81M | 390,593 |
| Joseph A. Cutillo Chief Executive Officer | Mar 9, 2026 | Sale(10b5-1 plan) | −52,408 | $408.42 | $21.40M | 438,185 |
| Julie Dill Director | Mar 9, 2026 | Sale(10b5-1 plan) | −4,500 | $384.28 | $1.73M | 17,853 |
| Dwayne Andree Wilson Director | Mar 5, 2026 | Sale(10b5-1 plan) | −1,200 | $412.36 | $494.83K | 13,549 |
| Joseph A. Cutillo Chief Executive Officer | Feb 25, 2026 | Tax withholding | −11,668 | $455.25 | $5.31M | 490,593 |
| Joseph A. Cutillo Chief Executive Officer | Feb 25, 2026 | Award | +30,488 | – | – | 502,261 |
| Mark D. Wolf General Counsel, Corporate Sec | Feb 25, 2026 | Tax withholding | −1,193 | $455.25 | $543.11K | 30,637 |
| Mark D. Wolf General Counsel, Corporate Sec | Feb 25, 2026 | Award | +2,996 | – | – | 31,830 |
| Dana C. O'Brien Director | Feb 9, 2026 | Sale(10b5-1 plan) | −2,000 | $410.00 | $820.00K | 11,498 |
| Dana C. O'Brien Director | Feb 6, 2026 | Sale(10b5-1 plan) | −1,000 | $400.00 | $400.00K | 13,498 |
| Dana C. O'Brien Director | Feb 6, 2026 | Sale(10b5-1 plan) | −1,000 | $390.00 | $390.00K | 14,498 |
| Dwayne Andree Wilson Director | Jan 16, 2026 | Sale(10b5-1 plan) | −2,860 | $350.00 | $1.00M | 14,749 |
| Mark D. Wolf General Counsel, Corporate Sec | Jan 1, 2026 | Award | +463 | – | – | 28,834 |
| Nicholas M. Grindstaff Chief Financial Officer (CFO) | Jan 1, 2026 | Award | +1,029 | – | – | 6,593 |
| Joseph A. Cutillo Chief Executive Officer | Jan 1, 2026 | Award | +8,046 | – | – | 471,773 |
| Daniel P. Govin Chief Operating Officer (COO) | Jan 1, 2026 | Award | +1,807 | – | – | 50,044 |
| Mark D. Wolf General Counsel, Corporate Sec | Dec 31, 2025 | Tax withholding | −894 | $306.23 | $273.77K | 28,371 |
| Nicholas M. Grindstaff Chief Financial Officer (CFO) | Dec 31, 2025 | Tax withholding | −61 | $306.23 | $18.68K | 5,564 |
| Joseph A. Cutillo Chief Executive Officer | Dec 31, 2025 | Tax withholding | −9,545 | $306.23 | $2.92M | 463,727 |
| Daniel P. Govin Chief Operating Officer (COO) | Dec 31, 2025 | Tax withholding | −755 | $306.23 | $231.20K | 48,237 |
| Mark D. Wolf General Counsel, Corporate Sec | Dec 15, 2025 | Gift | −50 | – | – | 29,265 |
| Dana C. O'Brien Director | Nov 12, 2025 | Gift | −1,000 | – | – | 15,498 |
| Ronald A. Ballschmiede EVP | Sep 2, 2025 | Award | +1,674 | – | – | 258,332 |
| Daniel P. Govin Chief Operating Officer (COO) | Aug 6, 2025 | Tax withholding | −6,559 | $299.42 | $1.96M | 48,851 |
| B. Andrew Rose Director | Jul 10, 2025 | Award | +473 | – | – | 473 |
| David S. Schulz Director | Jul 10, 2025 | Award | +473 | – | – | 473 |
| Nicholas M. Grindstaff Chief Financial Officer (CFO) | Jul 10, 2025 | Award | +5,000 | – | – | 5,000 |
| Nicholas M. Grindstaff Chief Financial Officer (CFO) | Jul 10, 2025 | Award | +560 | – | – | 5,560 |
| Mark D. Wolf General Counsel, Corporate Sec | Jun 24, 2025 | Sale | −3,500 | $225.87 | $790.55K | 29,315 |
| Dana C. O'Brien Director | Jun 16, 2025 | Sale(10b5-1 plan) | −10,154 | $206.58 | $2.10M | 16,498 |
| Dana C. O'Brien Director | May 8, 2025 | Award | +751 | – | – | 26,652 |
| Dwayne Andree Wilson Director | May 8, 2025 | Award | +751 | – | – | 17,609 |
| Julie Dill Director | May 8, 2025 | Award | +751 | – | – | 22,353 |
| William T. Bosway Director | May 8, 2025 | Award | +751 | – | – | 2,017 |
| Roger A. Cregg Director | May 8, 2025 | Award | +751 | – | – | 45,152 |
| Ronald A. Ballschmiede EVP | Mar 12, 2025 | Gift | −211 | – | – | 256,658 |
| Sharon Villaverde CFO & CAO | Mar 4, 2025 | Tax withholding | −1,116 | $122.28 | $136.46K | 10,434 |
| Joseph A. Cutillo Chief Executive Officer | Feb 28, 2025 | Buy | +8,120 | $124.32 | $1.01M | 473,147 |
| Joseph A. Cutillo Chief Executive Officer | Feb 26, 2025 | Award | +62,048 | – | – | 488,215 |
| Joseph A. Cutillo Chief Executive Officer | Feb 26, 2025 | Tax withholding | −23,188 | $122.16 | $2.83M | 465,027 |
| Mark D. Wolf General Counsel, Corporate Sec | Feb 26, 2025 | Sale | −2,563 | $122.16 | $313.10K | 32,815 |
| Mark D. Wolf General Counsel, Corporate Sec | Feb 26, 2025 | Award | +6,394 | – | – | 35,378 |
| Ronald A. Ballschmiede EVP | Feb 26, 2025 | Tax withholding | −8,014 | $122.16 | $978.99K | 256,869 |
| Ronald A. Ballschmiede EVP | Feb 26, 2025 | Award | +20,280 | – | – | 264,883 |
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 |
|---|---|---|---|---|---|
| Mark D. Wolf Officer | Jun 25, 2026 | 2,500 | $2.22M | Jun 25, 2026 | Restricted Stock Vesting |
| Anthony Cutillo Joseph Officer | Apr 23, 2026 | 50,000 | $24.39M | Apr 23, 2026 | Restricted Stock Units |
| Anthony Cutillo Joseph Officer | Mar 25, 2026 | 50,000 | $22.31M | Mar 25, 2026 | Restricted Stock Units |
| Wilson Dwayne DIRECTOR | Mar 12, 2026 | 1,260 | $511.42K | Mar 12, 2026 | Stock Bonus |
| Anthony Cutillo Joseph Officer | Mar 9, 2026 | 100,000 | $39.51M | Mar 9, 2026 | Restricted Stock Units |
| Julie Dill Director | Mar 9, 2026 | 4,500 | $1.73M | Mar 9, 2026 | Restricted Stock Units |
| Wilson Dwayne Director | Mar 5, 2026 | 1,200 | $494.76K | Mar 5, 2026 | Stock Bonus |
| Dana C. O'Brien Director | Feb 9, 2026 | 2,000 | $820.00K | Feb 9, 2026 | Restricted Stock Vesting |
| Dana C. O'Brien Director | Feb 6, 2026 | 2,000 | $790.00K | Feb 6, 2026 | Restricted Stock Vesting |
| Wilson Dwayne Director | Jan 16, 2026 | 2,860 | $1.00M | Jan 16, 2026 | Stock Bonus |
| Mark D. Wolf Officer | Jun 24, 2025 | 3,500 | $790.55K | Jun 24, 2025 | Restricted Stock Vesting |
| Dana C. O'Brien Director | Jun 16, 2025 | 10,154 | $2.10M | Jun 16, 2025 | Restricted Stock Vesting |
| C. Carabin O'Brien Dana Director | Dec 18, 2024 | 2,000 | $353.18K | Dec 18, 2024 | Acquired as compensation -- Restricted Stock Awards |
| Ronald A. Ballschmiede Officer | Sep 18, 2024 | 18,700 | $2.56M | Sep 19, 2024 | Stock Award |
| Joseph A. Cutillo Director | Apr 2, 2024 | 19,674 | $2.08M | Apr 2, 2024 | Grant |