Most bought industrials stocks in Q1 2026
Discover which Industrials stocks institutional investors added to most aggressively over Q1 2026 versus the prior calendar quarter in our filings. Notable additions at the top of this list include PLUG POWER INC (PLUG), COMPOSECURE INC-A (CMPO), CSX CORP (CSX), FASTENAL CO (FAST). These rankings aggregate SEC 13F filings from all institutional investors in our database.
Net share increases
Top symbols by net quarter-over-quarter share change (increases).
Most bought stocks
Net quarter-over-quarter share increases across all institutional filers.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| PLUG | PLUG POWER INC | 229,960,450 | $579.9M | 73 | 161 | 103 | 52 | 461 |
| CMPO | COMPOSECURE INC-A | 175,530,824 | $2.8B | 49 | 78 | 52 | 56 | 200 |
| CSX | CSX CORP | 139,221,088 | $10.9B | 201 | 649 | 643 | 123 | 1838 |
| FAST | FASTENAL CO | 127,106,525 | $10.9B | 152 | 496 | 515 | 98 | 1394 |
| DAL | DELTA AIR LINES INC | 91,848,617 | $4.9B | 173 | 558 | 380 | 141 | 1318 |
| BA | BOEING CO/THE | 80,874,215 | $7.6B | 223 | 1109 | 730 | 198 | 2470 |
| CARR | CARRIER GLOBAL CORP | 74,157,306 | $6.3B | 155 | 513 | 522 | 145 | 1458 |
| B | BARRICK MNG CORP | 63,986,553 | -$241.1M | 126 | 356 | 378 | 107 | 1003 |
| UPS | UNITED PARCEL SERVICE-CL B | 63,718,169 | $6.2B | 180 | 915 | 745 | 159 | 2068 |
| CPRT | COPART INC | 62,274,347 | -$1.5B | 118 | 396 | 415 | 157 | 1059 |
| GPN | GLOBAL PAYMENTS INC | 62,050,011 | $2.2B | 99 | 334 | 243 | 124 | 784 |
| PCAR | PACCAR INC | 53,674,111 | $8.0B | 146 | 387 | 357 | 100 | 1063 |
| SMR | NUSCALE POWER CORP | 52,980,010 | $123.5M | 113 | 195 | 102 | 73 | 489 |
| PL | PLANET LABS PBC | 48,638,222 | $2.7B | 122 | 131 | 109 | 46 | 409 |
| VRT | VERTIV HOLDINGS CO-A | 47,990,017 | $33.6B | 360 | 656 | 618 | 133 | 1791 |
| JCI | Johnson Controls International PLC | 47,891,413 | $11.5B | 205 | 546 | 566 | 86 | 1522 |
| EOSE | EOS ENERGY ENTERPRISES INC | 47,247,092 | -$754.1M | 70 | 133 | 78 | 73 | 310 |
| UNP | UNION PACIFIC CORP | 47,209,322 | $16.3B | 208 | 1093 | 992 | 139 | 2730 |
| ADT | ADT INC | 46,437,922 | -$609.7M | 92 | 151 | 154 | 92 | 437 |
| ACHR | ARCHER AVIATION INC-A | 45,757,561 | -$509.7M | 80 | 176 | 143 | 89 | 515 |
| TEX | TEREX CORP | 45,154,818 | $3.0B | 162 | 190 | 65 | 44 | 461 |
| FREY | FREYR BATTERY INC | 45,123,297 | -$122.8M | 73 | 97 | 46 | 49 | 251 |
| CAT | CATERPILLAR INC | 43,873,579 | $66.9B | 382 | 1259 | 1509 | 125 | 3676 |
| MIR | MIRION TECHNOLOGIES INC | 42,007,177 | -$365.9M | 60 | 136 | 122 | 58 | 351 |
| WM | WASTE MANAGEMENT INC | 38,915,425 | $11.9B | 193 | 936 | 803 | 129 | 2294 |
| CTAS | CINTAS CORP | 38,126,527 | $2.5B | 128 | 570 | 511 | 150 | 1410 |
| APG | API GROUP CORP | 36,896,691 | $1.8B | 104 | 219 | 178 | 40 | 564 |
| IR | INGERSOLL-RAND INC | 36,062,983 | $2.0B | 111 | 301 | 284 | 87 | 879 |
| AAL | AMERICAN AIRLINES GROUP INC | 35,336,786 | -$1.7B | 101 | 170 | 162 | 90 | 556 |
| EMR | EMERSON ELECTRIC CO | 33,737,493 | $3.6B | 154 | 764 | 864 | 134 | 2159 |
| LUNR | INTUITIVE MACHINES INC | 30,904,651 | $686.4M | 78 | 95 | 64 | 42 | 279 |
| KTOS | KRATOS DEFENSE & SECURITY | 29,474,112 | $1.3B | 132 | 302 | 188 | 83 | 695 |
| UAL | UNITED AIRLINES HOLDINGS INC | 29,463,186 | -$2.0B | 137 | 407 | 273 | 160 | 961 |
| BE | BLOOM ENERGY CORP- A | 27,671,134 | $13.8B | 283 | 333 | 269 | 93 | 965 |
| TTEK | TETRA TECH INC | 26,853,138 | $156.5M | 74 | 199 | 219 | 85 | 577 |
| RBA | RB GLOBAL INC | 24,948,289 | $1.2B | 62 | 210 | 172 | 58 | 528 |
| VLTO | VERALTO CORP | 24,885,128 | -$350.1M | 93 | 301 | 402 | 141 | 1005 |
| WCN | WASTE CONNECTIONS INC | 24,470,982 | $1.6B | 97 | 260 | 294 | 105 | 779 |
| RXO | RXO INC | 24,148,986 | $670.9M | 52 | 91 | 74 | 42 | 268 |
| DNOW | DNOW INC | 23,710,051 | $38.2M | 72 | 79 | 123 | 56 | 313 |
| LMT | LOCKHEED MARTIN CORP | 22,965,720 | $31.1B | 349 | 1033 | 1104 | 114 | 2861 |
| RHI | ROBERT HALF INC | 22,777,673 | $355.1M | 76 | 141 | 144 | 72 | 407 |
| ITW | ILLINOIS TOOL WORKS | 22,758,869 | $9.3B | 180 | 640 | 710 | 104 | 1912 |
| MDU | MDU RESOURCES GROUP INC | 22,707,037 | $622.2M | 56 | 161 | 105 | 45 | 412 |
| AMPX | AMPRIUS TECHNOLOGIES INC | 22,585,848 | $862.7M | 80 | 92 | 55 | 36 | 242 |
| LZ | LEGALZOOMCOM INC | 22,211,945 | -$435.5M | 62 | 72 | 76 | 57 | 232 |
| LHX | L3HARRIS TECHNOLOGIES INC | 21,973,710 | $14.5B | 226 | 577 | 603 | 94 | 1699 |
| JBLU | JETBLUE AIRWAYS CORP | 21,190,905 | $61.7M | 75 | 115 | 94 | 51 | 362 |
| TXT | TEXTRON INC | 21,171,983 | $1.9B | 111 | 276 | 238 | 63 | 773 |
| BW | BABCOCK & WILCOX ENTERPR | 20,874,918 | $946.3M | 53 | 54 | 29 | 27 | 152 |