ArcBest

ARCB • NASDAQ

ArcBest is a trucking company in the industrials sector on NASDAQ, led by Seth Runser, with a market cap of $1.7B. As of Q3 2025, 98% of shares are held by 264 institutional investors, with BlackRock, Inc. as the largest holder at 14.86%.

chief executive officerSeth Runser

Market Cap$1.7B

Trucking

Industrials

Employees15.0K

Websitearcb.com

Country

United States of America

Overview

Overview of institutional ownership in ARCB as of Q3 2025 with a market cap of $1.6B

All Institutions

Institutions: 264
Value Held: $1.6B
Shares Held: 22.4M
Avg Position: $5.9M
Median Position: $470.2K

Hedge Funds

Hedge Funds: 30
Value Held: $115.8M
Shares Held: 1.7M
Avg Position: $3.9M
Median Position: $1.8M

Ownership Breakdown

Institutional (non-HF)

91.11%

$1.4B

Hedge Funds

7.29%

$115.8M

Retail & Other

1.6%

$25.4M

Based on market cap of $1.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ARCB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$235.9M 0.00% of portfolio	14.86% 3.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$170.8M 0.00% of portfolio	10.76% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$106.9M 0.03% of portfolio	6.73% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$317.45B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$93.7M 0.02% of portfolio	5.90% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$66.3M 0.00% of portfolio	4.17% 948.2K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
A AMERICAN CENTURY COMPANIES INC Institution	-	$57.1M 0.03% of portfolio	3.60% 817.1K shares	Q2 2018 Held for 7y 5m	$195.93B
WESTWOOD HOLDINGS GROUP INC Institution	Brian O. Casey CEO	$56.9M 0.41% of portfolio	3.58% 813.9K shares	Q2 2023 Held for 2y 5m	$13.8B
FMR LLC Institution	-	$52.2M 0.00% of portfolio	3.29% 747.5K shares	Q3 2018 Held for 7y 2m	$1.92T
T Turtle Creek Asset Management Inc. Institution	-	$39.5M 1.19% of portfolio	2.49% 565.5K shares	Q3 2025 Held for 2 months	$3.3B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$39.3M 0.00% of portfolio	2.48% 562.8K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for ARCB in Q3 2025

Traded: −$39.7M
Buyers: 134
Sellers: 134
Total Bought: +$141.7M
Total Sold: −$181.4M
Avg Position: $5.0M

Biggest Buyers

Institution	Net Bought	Current Position
T Turtle Creek Asset Management Inc. Institution	+$39.5M +565.5K shares	$39.5M 565.5K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$11.7M +167.2K shares	$19.7M 281.8K shares
WASATCH ADVISORS INC Long Only Manager	+$8.8M +125.5K shares	$8.8M 125.5K shares
J JANE STREET GROUP, LLC Institution	+$6.0M +85.2K shares	$6.0M 85.2K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$5.0M +71.4K shares	$57.1M 817.1K shares
WESTWOOD HOLDINGS GROUP INC Institution	+$4.5M +64.8K shares	$56.9M 813.9K shares
Trexquant Investment LP Hedge Fund•Quant	+$4.0M +57.1K shares	$4.0M 57.1K shares
A Allianz Asset Management AG Institution	+$4.0M +57.0K shares	$6.2M 89.1K shares
W Winton Capital Group Ltd Institution	+$4.0M +56.8K shares	$4.0M 56.8K shares
B Bastion Asset Management Inc. Institution	+$3.8M +54.3K shares	$3.8M 54.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$19.1M −273.6K shares	$52.2M 747.5K shares
B BlackRock, Inc. Institution	−$18.9M −271.0K shares	$235.9M 3.4M shares
Interval Partners, LLC Hedge Fund•Long/Short	−$17.9M −232.7K shares	Sold Off 0 shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$16.6M −215.7K shares	Sold Off 0 shares
Encompass Capital Advisors LLC Hedge Fund•Long/Short	−$12.7M −164.4K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$11.5M −164.9K shares	$4.2M 60.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$6.7M −95.7K shares	$6.2M 89.1K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	−$6.7M −86.7K shares	Sold Off 0 shares
Allspring Global Investments Holdings, LLC Long Only Manager	−$5.6M −80.5K shares	$3.0M 43.5K shares
Marshall Wace LLP Institution	−$5.1M −73.7K shares	$2.8M 40.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ARCB in Q3 2025

New Positions: 28
New Value: $60.0M
Exited Positions: 45
Exited Value: $70.1M

New Positions

Institution	Position Value
T Turtle Creek Asset Management Inc. Institution	$39.5M 565.5K shares
WASATCH ADVISORS INC Long Only Manager	$8.8M 125.5K shares
B Bastion Asset Management Inc. Institution	$3.8M 54.3K shares
Woodline Partners LP Hedge Fund•Long/Short	$1.8M 25.9K shares
JENNISON ASSOCIATES LLC Long Only Manager	$1.2M 17.7K shares
P Perbak Capital Partners LLP Institution	$1.1M 16.1K shares
A AMG National Trust Bank Institution	$841.9K 12.0K shares
ISAM Funds Ltd Hedge Fund•Quant	$771.2K 11.0K shares
E Entropy Technologies, LP Hedge Fund•Quant Macro	$621.8K 8.9K shares
L Lombard Odier Asset Management Corp Hedge Fund•Multi-Strategy	$423.7K 6.1K shares

Exited Positions

Institution	Previous Position
Interval Partners, LLC Hedge Fund•Long/Short	$17.9M 232.7K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$16.6M 215.7K shares
Encompass Capital Advisors LLC Hedge Fund•Long/Short	$12.7M 164.4K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$6.7M 86.7K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$2.7M 35.1K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$1.8M 22.8K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.6M 20.2K shares
X XTX Topco Ltd Institution	$1.4M 17.6K shares
WINCAP FINANCIAL LLC RIA/Wealth	$1.0M 13.6K shares
J Jump Financial, LLC Institution	$914.6K 11.9K shares

Options Activity

Institutions with the largest Call and Put options positions in ARCB as of Q3 2025

Call Positions: 6
Call Value: $4.9M
Put Positions: 4
Put Value: $17.7M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.8M 402.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$719.7K 103.0 contracts
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	$698.7K 100.0 contracts
J JANE STREET GROUP, LLC Institution	$342.4K 49.0 contracts
W WOLVERINE TRADING, LLC Institution	$326.2K 47.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
BANK OF AMERICA CORP /DE/ Institution	$14.0M 2.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.2M 308.0 contracts
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	$782.5K 112.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$775.6K 111.0 contracts

Most Committed Institutions

Institutions with ARCB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Seven Six Capital Management, LLC Institution	-	3.76% $3.8M	0.24% 54.6K shares	Q4 2024 Held for 11 months	$101.4M
I Impala Asset Management LLC Hedge Fund•Long/Short	Robert James Bishop CEO	3.39% $4.6M	0.29% 66.0K shares	Q3 2022 Held for 3y 2m	$136.0M
Orchard Capital Managment, LLC RIA/Wealth	Blake Elliott Harper Managing Partner	2.49% $1.9M	0.12% 27.0K shares	Q2 2022 Held for 3y 5m	$75.8M
TOWLE & CO Long Only Manager	Christopher Daly Towle CEO	2.41% $9.6M	0.60% 136.8K shares	Q2 2025 Held for 5 months	$396.4M
B Bastion Asset Management Inc. Institution	-	2.18% $3.8M	0.24% 54.3K shares	Q3 2025 Held for 2 months	$173.7M
FORMULA GROWTH LTD Hedge Fund•Long/Short	Randall William Kelly President	1.61% $4.7M	0.29% 66.6K shares	Q2 2023 Held for 2y 5m	$288.3M
T Turtle Creek Asset Management Inc. Institution	-	1.19% $39.5M	2.49% 565.5K shares	Q3 2025 Held for 2 months	$3.3B
H Horrell Capital Management, Inc. RIA/Wealth	Scott Lee Horrell President	0.75% $1.8M	0.11% 25.2K shares	≤ Q2 2013 Held for 12y 5m+	$234.0M
Partners Group Holding AG Private Equity	Charles Harry Dallara Chairman	0.61% $10.3M	0.65% 147.5K shares	Q2 2024 Held for 1y 5m	$1.7B
B Bryce Point Capital, LLC Hedge Fund•Market Neutral	Gil Maor Managing Partner	0.58% $476.2K	0.03% 6.8K shares	Q3 2025 Held for 2 months	$81.9M

Hedge Fund Spotlight

Discover hedge funds investing in ARCB

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,252
Last Reported: Q3 2025

Sector Allocation

Position in ArcBest

Market Value: $19.7M
Shares Held: 281.8K
Portfolio Weight: 0.03%
Owned Since: 2023-Q1

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%