RCL

Royal Caribbean Cruises Ltd Cross-source read$260.14 0.44%
IndustrialsCUSIP V7780T103· EOD Sep 11, 2026

Among active 13F managers last quarter, 4 opened and 25 added, while 19 reduced; the largest holder to move was Osiris Holdings Inc. (new position). Over the last 180 days, 1 insider sold and none bought, a net -$4.0M in open-market trades.

Tracked 13F holders
1,101
898 in Q2 2026 filings
13F value (tracked)
$45.6B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
29 adding · 19 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$4.0M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$260.14 0.44%5Y +212.4%
$4.52$101.54$198.56$295.58$392.602021202220232024202520267577278653282785910571676826698615112772210983611796213510561291223153119322011702227217152812067290234312307121328310272266
Hover for who · click for detailEnd-of-day closing prices52w $246.71 – $350.23

Who owns RCL?

1,101 tracked 13F filers · ranked by shares held

1,101 tracked 13F filers disclose a position in RCL as of the latest SEC 13F filings, a combined $45.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.20.6M
$6.5B
−6.5%
Reduced · −1.4M sh
Q2 2026
2Vanguard Capital Management LLC16.0M
$5.1B
−0.3%
Reduced · −56K sh
Q2 2026
3Vanguard Portfolio Management LLC12.2M
$3.9B
−0.3%
Reduced · −33K sh
Q2 2026
4Osiris Holdings Inc.11.7M
$3.7B
New
+11.7M sh
Q2 2026
5State Street Corp10.7M
$3.4B
+2.6%
Added · +271K sh
Q2 2026
6Geode Capital Management, LLC6.9M
$2.2B
−1.4%
Reduced · −103K sh
Q2 2026
7JPMorgan Chase & Co3.4M
$897.4M
+16%
Added · +483K sh
Q1 2026
8Morgan Stanley3.1M
$855.3M
+5.9%
Added · +174K sh
Q1 2026
9Northern Trust Corp2.4M
$653.2M
−1.7%
Reduced · −40K sh
Q1 2026
10Primecap Management Co2.3M
$645.8M
−2.6%
Reduced · −64K sh
Q1 2026
11Goldman Sachs Group Inc2.3M
$632.7M
−8.0%
Reduced · −200K sh
Q1 2026
12Janus Henderson Group Ltd.2.0M
$542.0M
−18%
Reduced · −447K sh
Q1 2026
13Dimensional Fund Advisors LP2.0M
$538.4M
+2.0%
Added · +39K sh
Q1 2026
14Norges Bank1.6M
$456.8M
−50%
Reduced · −1.6M sh
Q4 2025
15Charles Schwab Investment Management Inc1.5M
$422.5M
+1.3%
Added · +20K sh
Q1 2026
16UBS Group AG1.5M
$406.3M
+39%
Added · +417K sh
Q1 2026
17Nordea Investment Management AB1.4M
$374.4M
+8.2%
Added · +107K sh
Q1 2026
18Vanguard Fiduciary Trust Co1.4M
$448.7M
−2.2%
Reduced · −33K sh
Q2 2026
19Legal & General Group Plc1.4M
$378.4M
−1.5%
Reduced · −20K sh
Q1 2026
20UBS AM, a distinct business unit of UBS Asset Management Americas LLC1.3M
$353.4M
+6.8%
Added · +82K sh
Q1 2026
21Bank of New York Mellon Corp1.3M
$351.6M
−3.1%
Reduced · −41K sh
Q1 2026
22Citigroup Inc1.2M
$334.0M
+16%
Added · +164K sh
Q1 2026
23American Century Companies Inc1.2M
$327.4M
−5.5%
Reduced · −69K sh
Q1 2026
24Price T Rowe Associates Inc1.2M
$374.9M
−16%
Reduced · −231K sh
Q2 2026
25Bank Of America Corp1.1M
$308.4M
+7.3%
Added · +76K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is RCL being bought or sold by institutions?

Last quarter, 4 funds opened a new position in RCL and 25 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
25
added to an existing position
Reduced
19
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own RCL also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA671 funds$513.0B
Amazon.com IncAMZN671 funds$248.6B
Microsoft CorpMSFT670 funds$321.2B
Apple IncAAPL662 funds$368.5B
Meta Platforms Inc-Class AMETA656 funds$137.1B
Alphabet Inc-CL AGOOGL655 funds$239.5B
Eli Lilly & CoLLY655 funds$109.5B
Broadcom IncAVGO651 funds$197.0B
JPMorgan Chase & CoJPM646 funds$87.6B
Visa Inc-Class A SharesV646 funds$80.5B
Alphabet Inc-CL CGOOG645 funds$149.6B
Advanced Micro DevicesAMD638 funds$71.6B

Ranked by how many of RCL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RCL.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$4.0M
1 insider
Net · 180d
-$4.0M
1 open-market transaction
DateInsiderRoleActionSharesValue
Jul 29, 2026Bayley Michael WPres&CEO, Royal Caribbean IntlSell (S)13K$4.0M
Feb 27, 2026Wilhelmsen Arne AlexanderDirectorSell (S)
5 lots, same day
245K$76.5M
Feb 26, 2026Wilhelmsen Arne AlexanderDirectorSell (S)
6 lots, same day
356K$113.4M
Feb 25, 2026Wilhelmsen Arne AlexanderDirectorSell (S)
8 lots, same day
170K$53.7M
Feb 24, 2026Wilhelmsen Arne AlexanderDirectorSell (S)
9 lots, same day
345K$109.0M
Feb 23, 2026Wilhelmsen Arne AlexanderDirectorSell (S)
8 lots, same day
19K$6.1M
Feb 20, 2026Wilhelmsen Arne AlexanderDirectorSell (S)
8 lots, same day
109K$34.4M
Feb 19, 2026Wilhelmsen Arne AlexanderDirectorSell (S)
5 lots, same day
88K$27.4M

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4748
Insiders
Form 4 open-market
01-$4.0M
US House
STOCK Act trades
00$0
Sector rotation
RCL is in Industrials, which smart money is rotating INTO
+$842.8M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

898 tracked filers in Q2 2026 filingsstill filing
05231046Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $30.0B · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for RCL

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Ask your agent what changed in RCL

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RCL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RCL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RCL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.