Sterling Infrastructure, Inc. (STRL) shareholders
STRLNasdaqHeavy Construction Other Than Bldg Const - ContractorsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 22/3026% below fair value
$292.39−9.21 (-3.05%)
Close on Nov 13, 2026Market cap $8.92BP/E 16.4Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.3%
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 |
| FMR LLC Joint filing with Abigail P. Johnson (6.90%) | 2,099,379 | 6.90% | 13G (passive) | Sep 30, 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 | 10.60% | $2.71B | −750,930 | 0.04% |
| Vanguard Capital Management LLC | 1,332,730 | 4.37% | $1.12B | +12,978 | 0.02% |
| Vanguard Portfolio Management LLC | 1,308,407 | 4.29% | $1.10B | −101,141 | 0.05% |
| FMR LLC | 1,175,991 | 3.86% | $987.08M | −298,570 | 0.04% |
| State Street Corp | 956,489 | 3.14% | $802.84M | −132,033 | 0.02% |
| First Trust Advisors LP | 895,943 | 2.94% | $752.02M | +17,953 | 0.44% |
| Invesco Ltd. | 779,679 | 2.56% | $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 | 2.50% | $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 | 2.00% | $511.71M | New | 3.13% |
| Morgan Stanley | 514,000 | 1.69% | $431.43M | +46,251 | 0.02% |
| Jupiter Topco LLC | 470,643 | 1.54% | $395.06M | New | 0.16% |
| JPMorgan Chase & Co | 389,576 | 1.28% | $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 | 0.97% | $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 | 86.3% | 239 / 212 | 369 / 49 | 6M | 7M |
| Q1 2026 | 706 | 28M | 92.1% | 139 / 247 | 255 / 64 | 6M | 3M |
| Q4 2025 | 638 | 29M | 93.5% | 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 | 88.0% | 85 / 181 | 129 / 91 | 4M | 4M |
| Q4 2024 | 445 | 27M | 87.2% | 86 / 156 | 154 / 40 | 3M | 3M |
| Q3 2024 | 404 | 27M | 87.7% | 79 / 150 | 125 / 29 | 6M | 4M |
| Q2 2024 | 355 | 27M | 89.6% | 72 / 128 | 117 / 42 | 3M | 3M |
| Q1 2024 | 330 | 27M | 88.6% | 76 / 92 | 135 / 38 | 4M | 4M |
| Q4 2023 | 294 | 27M | 87.3% | 55 / 92 | 116 / 29 | 5M | 3M |
| Q3 2023 | 268 | 25M | 81.9% | 55 / 81 | 109 / 16 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
588 funds held STRL in Q2 2026, 48% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of STRL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,050,099 | 3.44% | $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 | 2.69% | $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 |
| Katherine Hargis | General Counsel & CCO | 1,088 | 0.00% | Oct 21, 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 | 0.85% | 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 |
| B. Andrew Rose | Director | 654 | 0.00% | May 11, 2026 |
| Roger A. Cregg | Director | 45,333 | 0.15% | May 11, 2026 |
| David S. Schulz | Director | 654 | 0.00% | May 11, 2026 |
| Dwayne Andree Wilson | Director | 12,470 | 0.04% | May 11, 2026 |
| Dana C. O'Brien | Director | 11,679 | 0.04% | May 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Katherine Hargis General Counsel & CCO | Oct 5, 2026 | Award | +88 | – | – | 1,088 |
| Katherine Hargis General Counsel & CCO | Oct 5, 2026 | Award | +1,000 | – | – | 1,000 |
| Katherine Hargis General Counsel & CCO | Oct 5, 2026 | Award | +87 | – | – | 1,087 |
| Katherine Hargis General Counsel & CCO | Oct 5, 2026 | Award | +1,000 | – | – | 1,000 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
4.73%
1M shares short
Days to cover
1.5
At 1M shares a day
Change since last report
+10.8%
From 1M shares
Short volume, 20 days
40.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Sterling Infrastructure's stock actually held short. Settlement fails (shares not delivered on time) peaked at 8,377 shares on Aug 27, 2026 over the last 90 days.
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 |
| Joseph A. Cutillo Officer | Apr 23, 2026 | 50,000 | $24.39M | Apr 23, 2026 | Restricted Stock Units |
| Joseph A. Cutillo Officer | Mar 25, 2026 | 50,000 | $22.31M | Mar 25, 2026 | Restricted Stock Units |
| Dwayne Andree Wilson DIRECTOR | Mar 12, 2026 | 1,260 | $511.42K | Mar 12, 2026 | Stock Bonus |
| Joseph A. Cutillo 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 |
| Dwayne Andree Wilson 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 |
| Dwayne Andree Wilson 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 |
| Dana C. O'Brien 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 |
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