$GATX

$167.48 +$0.85 (0.51%) Close

$GATX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 35.3M shares outstanding

Who owns GATX?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 64.4%

State Farm Mutual Automobile Insurance Co 15.4% · BlackRock, Inc. 13.2%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

405

+8 vs last qtr

Net shares bought

+862.7K

by institutions in Q2 2026

New / sold out

48 / 40

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +372.5K
Capital International Investors NEW +250.9K

Biggest sellers in Q2 2026

Wellington Management Group LLP −163.2K
FMR LLC −149.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$6.75M

9 notices from 8 people

Shares covered

36.9K

0.10% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Thomas A Ellman Officer $3.28M
Robert Zmudka Officer $1M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−12.2%

−1.44% a year

Each share's claim on the business

+13.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$635M vs $141M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years90% 3–5 years3% 1–3 years3% Under 1 year4%

Quarterly turnover

4.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting GATX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SF State Farm Mutual Automobile Insurance Co	5.4M	15.37%	Unchanged	≤2021	0.7%
Shares held by quarter Peak holding5.7M (Q3'24) Change over 8 quarters−234.0K Share of the company15.370% State Farm Mutual Automobile Insurance Co's full portfolio →
B BlackRock, Inc.	4.6M	13.16%	+151.6K (+3.4%)	≤2021	0.0%
Shares held by quarter Peak holding4.6M (Q2'26) Change over 8 quarters+87.3K Share of the company13.160% BlackRock, Inc.'s full portfolio →

State Farm Mutual Automobile Insurance Co

5.4M

% of company

15.37%

Change vs last qtr

Unchanged

Held since

≤2021

BlackRock, Inc.

4.6M

% of company

13.16%

Change vs last qtr

+151.6K (+3.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding GATX Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting GATX on Form N-PORT; together they hold 47.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$215M	1.2M	3.44%	0.17%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$200M	1.1M	3.20%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$215M

% of company

3.44%

% of the fund

0.17%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$200M

% of company

3.20%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding GATX Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GA GAMCO Asset Management Inc. 5%+ holder 13D · 3.1%	1.1M	3.12%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company3.120% Disclosed stake13D · 3.1% View the 13D/G filing →
SD Sutherland David Insider	86.9K	0.25%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.250% Sutherland David's insider activity →

GAMCO Asset Management Inc.

5%+ holder13D · 3.1%

1.1M

% of company

3.12%

Change vs last qtr

—

Held since

—

Sutherland David

Insider

86.9K

% of company

0.25%

Change vs last qtr

—

Held since

—

26 more holders behind a free account

See every insider and 5%+ holder of GATX Corporation.

Comments