STRL

Sterling Infrastructure Inc Cross-source read$511.04 5.40%
IndustrialsCUSIP 859241101· EOD Sep 11, 2026

Among active 13F managers last quarter, 6 opened and 23 added, while 26 reduced; the largest holder to move was Lone Pine Capital LLC (new position). Over the last 180 days, 2 insiders sold and none bought, a net -$49.8M in open-market trades.

Tracked 13F holders
765
507 in Q2 2026 filings
13F value (tracked)
$15.3B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
29 adding · 26 trimming
Insiders · Form 4 open-market, 180d
0 buying · 2 selling · -$49.8M
US House · STOCK Act, 180d
0 buying · 1 selling · -$106K

The legs disagree, or only one of them leans.

Price & smart-money activity

$511.04 5.40%5Y +2143.4%
$19.30$272.45$525.61$778.76$1,032202120222023202420252026182772323223242824292135403153445331494541425815495856537449848511395214294145135169169112001931851622
Hover for who · click for detailEnd-of-day closing prices52w $283.57 – $993.74

Who owns STRL?

765 tracked 13F filers · ranked by shares held

765 tracked 13F filers disclose a position in STRL as of the latest SEC 13F filings, a combined $15.3B 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.3.2M
$2.7B
−19%
Reduced · −751K sh
Q2 2026
2Vanguard Capital Management LLC1.3M
$1.1B
+1.0%
Added · +13K sh
Q2 2026
3Vanguard Portfolio Management LLC1.3M
$1.1B
−7.2%
Reduced · −101K sh
Q2 2026
4FMR LLC1.2M
$987.1M
−20%
Reduced · −299K sh
Q2 2026
5State Street Corp956K
$802.8M
−12%
Reduced · −132K sh
Q2 2026
6First Trust Advisors LP878K
$357.6M
+27%
Added · +188K sh
Q1 2026
7Geode Capital Management, LLC767K
$659.5M
−18%
Reduced · −172K sh
Q2 2026
8Renaissance Technologies LLC767K
$312.3M
−4.5%
Reduced · −36K sh
Q1 2026
9Janus Henderson Group Ltd.619K
$252.2M
+7.5%
Added · +43K sh
Q1 2026
10Lone Pine Capital LLC610K
$511.7M
New
+610K sh
Q2 2026
11Dimensional Fund Advisors LP569K
$231.5M
−2.0%
Reduced · −12K sh
Q1 2026
12Congress Asset Management Co497K
$202.5M
+5.9%
Added · +28K sh
Q1 2026
13American Century Companies Inc472K
$192.1M
−2.8%
Reduced · −14K sh
Q1 2026
14Morgan Stanley468K
$190.5M
−27%
Reduced · −171K sh
Q1 2026
15Charles Schwab Investment Management Inc387K
$157.4M
−1.9%
Reduced · −7K sh
Q1 2026
16Northern Trust Corp364K
$148.1M
+1.7%
Added · +6K sh
Q1 2026
17JPMorgan Chase & Co268K
$102.6M
+2.1%
Added · +5K sh
Q1 2026
18Mirae Asset Global Etfs Holdings Ltd.240K
$97.8M
+7.6%
Added · +17K sh
Q1 2026
19UBS Group AG239K
$97.3M
+4.2%
Added · +10K sh
Q1 2026
20Clark Capital Management Group, Inc.239K
$200.4M
−25%
Reduced · −81K sh
Q2 2026
21William Blair Investment Management, LLC224K
$187.8M
−31%
Reduced · −100K sh
Q2 2026
22Ameriprise Financial Inc218K
$88.6M
−36%
Reduced · −121K sh
Q1 2026
23Principal Financial Group Inc202K
$82.3M
−40%
Reduced · −135K sh
Q1 2026
24Vanguard Fiduciary Trust Co197K
$165.3M
−7.1%
Reduced · −15K sh
Q2 2026
25Goldman Sachs Group Inc195K
$79.5M
−3.3%
Reduced · −7K 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 STRL being bought or sold by institutions?

Last quarter, 6 funds opened a new position in STRL and 23 added to an existing one, while 26 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
23
added to an existing position
Reduced
26
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own STRL also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT466 funds$283.0B
Nvidia CorpNVDA463 funds$452.6B
Amazon.com IncAMZN459 funds$226.1B
Apple IncAAPL451 funds$313.0B
Meta Platforms Inc-Class AMETA449 funds$120.3B
Alphabet Inc-CL AGOOGL444 funds$196.4B
JPMorgan Chase & CoJPM440 funds$71.7B
Broadcom IncAVGO438 funds$180.7B
Eli Lilly & CoLLY436 funds$87.2B
Alphabet Inc-CL CGOOG427 funds$136.3B
Micron Technology IncMU424 funds$67.9B
Costco Wholesale CorpCOST422 funds$39.3B

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

Insider activity (Form 4)

Full insider page →
Sells · 180d
$49.8M
2 insiders
Net · 180d
-$49.8M
3 open-market transactions
DateInsiderRoleActionSharesValue
Jun 25, 2026Wolf Mark D.General Counsel, Corporate SecSell (S)3K$2.2M
Apr 23, 2026Cutillo Joseph AChief Executive OfficerSell (S)50K$24.9M
Mar 25, 2026Cutillo Joseph AChief Executive OfficerSell (S)50K$22.7M
Mar 12, 2026Wilson Dwayne AndreeDirectorSell (S)1K$511K
Mar 10, 2026Cutillo Joseph AChief Executive OfficerSell (S)48K$19.8M
Mar 9, 2026Dill JulieDirectorSell (S)5K$1.7M
Mar 9, 2026Cutillo Joseph AChief Executive OfficerSell (S)52K$21.4M
Mar 5, 2026Wilson Dwayne AndreeDirectorSell (S)1K$495K
Feb 9, 2026O'Brien Dana C.DirectorSell (S)2K$820K
Feb 6, 2026O'Brien Dana C.DirectorSell (S)
2 lots, same day
2K$790K
Jan 16, 2026Wilson Dwayne AndreeDirectorSell (S)3K$1.0M
Jun 24, 2025Wolf Mark D.General Counsel, Corporate SecSell (S)4K$791K

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
4247
Insiders
Form 4 open-market
02-$49.8M
US House
STOCK Act trades
01-$106K
Sector rotation
STRL 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

507 tracked filers in Q2 2026 filingsstill filing
0306611Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $3.6B · 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 STRL

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Ask your agent what changed in STRL

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/STRL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for STRL.
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 STRL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.