Most bought industrials stocks
Discover which Industrials stocks institutional investors added to most aggressively, measured as net growth in reported share positions from Q4 2025 into Q1 2026. Notable additions at the top of this list include DELTA AIR LINES INC (DAL), FREYR BATTERY INC (FREY), PLUG POWER INC (PLUG), CARRIER GLOBAL CORP (CARR). These rankings are based on SEC 13F filings from the investors we track.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| DAL | DELTA AIR LINES INC | 39,154,520 | $2.59B | 1 | 1 | 3 | 1 | 5 |
| FREY | FREYR BATTERY INC | 18,289,050 | $72.12M | 1 | 1 | 0 | 0 | 2 |
| PLUG | PLUG POWER INC | 13,685,900 | $35.01M | 0 | 1 | 0 | 0 | 2 |
| CARR | CARRIER GLOBAL CORP | 12,217,252 | $745.34M | 0 | 3 | 0 | 1 | 3 |
| SMR | NUSCALE POWER CORP | 5,412,431 | $58.46M | 1 | 0 | 1 | 0 | 2 |
| ATS | ATS CORP | 4,743,767 | $138.57M | 0 | 1 | 0 | 0 | 2 |
| ACHR | ARCHER AVIATION INC-A | 4,467,661 | -$60.29M | 0 | 2 | 0 | 0 | 2 |
| CSX | CSX CORP | 4,353,476 | $260.31M | 1 | 1 | 4 | 1 | 6 |
| CODI | COMPASS DIVERSIFIED HOLDINGS | 3,843,662 | $30.24M | 2 | 1 | 0 | 0 | 3 |
| ATI | ATI INC | 3,331,385 | $484.82M | 1 | 0 | 2 | 0 | 3 |
| DNOW | DNOW INC | 2,571,315 | -$25.73M | 2 | 2 | 2 | 0 | 6 |
| ALK | ALASKA AIR GROUP INC | 2,350,773 | $61.36M | 0 | 2 | 1 | 0 | 3 |
| JELD | JELD-WEN HOLDING INC | 2,315,733 | -$23.32M | 0 | 1 | 1 | 0 | 3 |
| LUNR | INTUITIVE MACHINES INC | 2,289,008 | $47.85M | 1 | 1 | 0 | 0 | 2 |
| RHI | ROBERT HALF INC | 2,211,859 | $46.33M | 1 | 1 | 1 | 2 | 3 |
| EOSE | EOS ENERGY ENTERPRISES INC | 1,824,151 | $8.91M | 1 | 0 | 0 | 1 | 1 |
| TWI | TITAN INTERNATIONAL INC | 1,741,028 | $6.19M | 0 | 3 | 0 | 0 | 3 |
| JBLU | JETBLUE AIRWAYS CORP | 1,577,500 | $2.51M | 0 | 1 | 0 | 0 | 2 |
| RELX | RELX PLC - SPON ADR | 1,342,983 | $23.12M | 2 | 2 | 2 | 0 | 6 |
| ODFL | OLD DOMINION FREIGHT LINE | 1,331,580 | $288.24M | 0 | 1 | 4 | 1 | 5 |
| WSC | WILLSCOT HOLDINGS CORP | 1,192,883 | $10.89M | 0 | 1 | 0 | 1 | 1 |
| LII | LENNOX INTERNATIONAL INC | 930,104 | $417.88M | 0 | 2 | 0 | 2 | 2 |
| MTZ | MASTEC INC | 866,533 | $388.12M | 1 | 1 | 2 | 0 | 4 |
| SKYX | SKYX PLATFORMS CORP | 866,287 | $385.52K | 0 | 1 | 0 | 0 | 2 |
| CNM | CORE & MAIN INC-CLASS A | 810,219 | $40.01M | 1 | 0 | 0 | 1 | 1 |
| IR | INGERSOLL-RAND INC | 809,287 | $67.32M | 0 | 4 | 0 | 0 | 4 |
| ERJ | EMBRAER SA-SPON ADR | 740,811 | $23.69M | 1 | 2 | 1 | 0 | 4 |
| ULS | UL SOLUTIONS INC - CLASS A | 728,760 | $80.05M | 1 | 1 | 0 | 1 | 2 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 674,332 | $23.81M | 0 | 1 | 1 | 2 | 2 |
| MDU | MDU RESOURCES GROUP INC | 619,739 | $13.25M | 0 | 2 | 0 | 0 | 2 |
| NPWR | NET POWER INC | 609,200 | $882.24K | 0 | 1 | 0 | 0 | 1 |
| CLH | CLEAN HARBORS INC | 591,926 | $285.65M | 0 | 2 | 1 | 0 | 4 |
| CYRX | CRYOPORT INC | 574,858 | $4.05M | 0 | 2 | 0 | 0 | 2 |
| BLDP | BALLARD POWER SYSTEMS INC | 562,894 | $1.36M | 1 | 0 | 0 | 0 | 1 |
| FLS | FLOWSERVE CORP | 557,970 | $43.13M | 1 | 1 | 1 | 2 | 3 |
| XYL | XYLEM INC | 551,473 | $46.59M | 0 | 4 | 1 | 0 | 5 |
| UPS | UNITED PARCEL SERVICE-CL B | 545,289 | $53.07M | 1 | 2 | 6 | 1 | 9 |
| ITW | ILLINOIS TOOL WORKS | 539,032 | $142.18M | 0 | 2 | 1 | 0 | 4 |
| VSEC | VSE CORP | 531,593 | $108.89M | 0 | 2 | 1 | 0 | 3 |
| JOB | GEE GROUP INC | 506,185 | $156.76K | 0 | 1 | 0 | 0 | 1 |
| KELYA | KELLY SERVICES INC -A | 479,898 | $4.25M | 2 | 1 | 0 | 0 | 3 |
| ABM | ABM INDUSTRIES INC | 455,683 | $37.03M | 0 | 3 | 1 | 0 | 5 |
| CMCO | COLUMBUS MCKINNON CORP/NY | 449,901 | $5.85M | 0 | 2 | 0 | 0 | 2 |
| AWI | ARMSTRONG WORLD INDUSTRIES | 447,290 | $50.87M | 1 | 2 | 1 | 1 | 4 |
| CSL | CARLISLE COS INC | 399,900 | $76.73M | 1 | 3 | 0 | 0 | 4 |
| AGX | ARGAN INC | 398,985 | $361.54M | 2 | 1 | 1 | 0 | 4 |
| VRSK | VERISK ANALYTICS INC | 396,749 | -$4.04M | 0 | 4 | 3 | 0 | 7 |
| MAS | MASCO CORP | 384,219 | $18.20M | 0 | 4 | 0 | 0 | 4 |
| AMPX | AMPRIUS TECHNOLOGIES INC | 380,555 | $10.01M | 0 | 2 | 0 | 0 | 2 |
| ZTO | ZTO EXPRESS CAYMAN INC-ADR | 376,784 | $42.54M | 0 | 2 | 1 | 0 | 3 |
Frequently asked questions about Most bought industrials stocks
What are the most bought Industrials stocks in Q1 2026?
The most bought industrials stocks in Q1 2026 are those with the largest increase in reported share counts across tracked institutional investors compared to Q4 2025, based on SEC 13F filings.
Which industrials stocks did institutional investors added to the most in Q1 2026?
Among the managers we track, net additions were largest in companies such as DELTA AIR LINES INC (DAL), FREYR BATTERY INC (FREY), PLUG POWER INC (PLUG), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q4 2025).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.