SAIA — SAIA INC
As of Q2 2026, 40 SEC-registered investment managers reported holding SAIA (SAIA INC) in their latest 13F filings, with a combined reported value of $3.75B across 11.03M shares. That is +0.7% by share count (+74.82K shares) versus the previous quarter, while reported value moved +23.5%. Ownership is concentrated: the five largest holders account for 56.6% of reported value and the top ten for 77.1%.
Compared with the prior quarter, 4 opened new positions, 21 added to existing stakes, 15 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SAIA is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 2.55M | $1.07B | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 2.45M | $800.51M | 0.01% | Reduce |
| Viking Global Investors history | Q4 2025 | 1.09M | $355.44M | 0.94% | Reduce |
| Invesco Ltd history | Q2 2026 | 802.61K | $338.03M | 0.03% | Add |
| Morgan Stanley history | Q2 2026 | 669.14K | $281.82M | 0.02% | Reduce |
| Geode Capital Management history | Q2 2026 | 518.24K | $218.32M | 0.01% | Add |
| Capital World Investors history | Q2 2026 | 501.42K | $211.18M | 0.03% | Reduce |
| Capital Research Global Investors history | Q2 2026 | 490.91K | $206.75M | 0.03% | Add |
| Norges Bank Investment Management history | Q2 2026 | 412.61K | $173.77M | 0.02% | Add |
| Goldman Sachs Group history | Q2 2026 | 357.23K | $150.45M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 294.85K | $124.18M | 0.02% | Add |
| Janus Henderson Group history | Q1 2026 | 322.40K | $113.25M | 0.06% | Reduce |
| AQR Capital Management history | Q2 2026 | 264.43K | $110.20M | 0.04% | Add |
| Northern Trust Corp history | Q2 2026 | 241.55K | $101.73M | 0.01% | Add |
| Millennium Management history | Q2 2026 | 226.75K | $95.50M | 0.04% | Add |
| Fidelity International (FIL) history | Q2 2026 | 220.43K | $92.84M | 0.07% | Reduce |
| BNY Mellon history | Q2 2026 | 163.78K | $68.98M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 162.66K | $68.51M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 151.38K | $63.76M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 148.04K | $62.35M | 0.01% | Reduce |
New Positions (Q2 2026)
- Moore Capital Management 31.36K sh · $13.21M
- Arrowstreet Capital 18.99K sh · $8.00M
- Point72 Asset Management 15.91K sh · $6.70M
- JPMorgan Chase & Co 14.00K sh · $5.96M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 322.40K sh · $113.25M
- D. E. Shaw & Co sold 51.75K sh · $18.18M
- Maverick Capital sold 4.03K sh · $1.42M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.13M | 3.13M | 3.01M | 2.39M | 2.33M | 2.33M | 2.39M | 2.55M |
| Invesco Ltd | 778.15K | 895.59K | 756.47K | 463.21K | 409.44K | 451.16K | 496.81K | 641.92K | 705.72K | 773.19K | 705.52K | 379.13K | 181.47K | 174.82K | 227.76K | 50.09K | 701.42K | 923.91K | 689.72K | 802.61K |
| Morgan Stanley | 54.29K | 60.53K | 54.73K | 247.25K | 302.40K | 342.08K | 316.04K | 350.63K | 123.38K | 119.89K | 173.11K | 191.72K | 223.79K | 389.11K | 529.90K | 191.53K | 886.71K | 771.70K | 807.73K | 669.14K |
| Geode Capital Management | 467.02K | 481.66K | 472.89K | 470.23K | 478.62K | 495.63K | 517.42K | 410.40K | 418.82K | 434.12K | 450.14K | 465.21K | 471.67K | 471.71K | 496.25K | 482.79K | 497.71K | 497.94K | 513.39K | 518.24K |
| Capital World Investors | 752.60K | 752.60K | 752.60K | 766.74K | 766.74K | 862.74K | 1.06M | 1.11M | 980.73K | 830.31K | 614.07K | 479.07K | 479.07K | 479.25K | 479.45K | 422.74K | 407.26K | 407.26K | 555.35K | 501.42K |
| Capital Research Global Investors | — | — | — | 241.58K | 306.16K | 421.04K | 421.04K | 407.14K | 400.44K | 920.26K | 1.07M | 1.27M | 816.07K | 509.88K | — | — | — | 176.03K | 162.64K | 490.91K |
| Norges Bank Investment Management | — | — | — | — | — | 117.41K | — | — | — | 458.94K | — | 519.99K | — | 141.33K | — | 378.11K | — | 399.40K | — | 412.61K |
| Goldman Sachs Group | 562.42K | 476.09K | 712.20K | 488.34K | 286.92K | 409.53K | 457.12K | 240.85K | 187.12K | 171.60K | 176.52K | 174.93K | 267.05K | 231.26K | 192.56K | 138.86K | 194.08K | 172.90K | 178.39K | 357.23K |
| Charles Schwab Investment Management | 228.56K | 229.73K | 236.02K | 240.04K | 315.41K | 328.29K | 331.55K | 272.97K | 205.91K | 208.71K | 207.52K | 214.82K | 221.16K | 226.14K | 235.77K | 242.09K | 252.25K | 267.42K | 288.84K | 294.85K |
| AQR Capital Management | 12.13K | 16.10K | 29.69K | 45.12K | 32.27K | 19.20K | 2.58K | 3.60K | 3.67K | 5.39K | 5.22K | 2.34K | 862 | 1.17K | 1.78K | 3.44K | 4.84K | 11.60K | 108.26K | 264.43K |
| Northern Trust Corp | 422.29K | 415.68K | 402.53K | 391.62K | 385.44K | 385.05K | 385.61K | 207.77K | 188.27K | 188.98K | 163.73K | 185.86K | 183.05K | 232.23K | 231.18K | 242.19K | 241.58K | 226.73K | 235.85K | 241.55K |
| Millennium Management | 168.54K | 173.18K | 154.45K | 205.71K | 2.47K | 184.24K | 119.16K | 228.83K | 256.41K | 84.22K | 43.00K | 5.39K | 215.96K | 65.93K | 2.71K | 148.89K | — | 64.32K | 178.44K | 226.75K |
| Fidelity International (FIL) | — | — | — | — | — | — | — | — | — | — | 1.50K | 90.73K | 743.16K | 663.29K | 508.58K | 624.59K | 562.50K | 625.00K | 382.50K | 220.43K |
| BNY Mellon | 278.93K | 271.73K | 272.13K | 270.87K | 277.55K | 273.96K | 273.13K | 246.06K | 236.36K | 228.63K | 215.22K | 215.37K | 191.18K | 189.39K | 182.43K | 171.43K | 172.45K | 173.16K | 171.59K | 163.78K |
| UBS Group AG | 1.82K | 33.38K | 5.02K | 3.33K | 2.99K | 9.65K | 1.23K | 2.31K | 22.77K | 33.06K | 24.97K | 14.99K | 17.93K | 112.21K | 188.53K | 86.72K | 104.95K | 42.61K | 121.69K | 162.66K |
| Bank of America Corp | 116.84K | 146.32K | 269.13K | 100.74K | 71.13K | 75.11K | 76.54K | 171.31K | 73.27K | 80.96K | 89.27K | 194.92K | 118.06K | 89.03K | 90.40K | 147.56K | 152.67K | 87.97K | 119.30K | 151.38K |
| Wells Fargo & Co | 785.35K | 119.99K | 117.26K | 12.48K | 10.14K | 9.32K | 139.90K | 137.14K | 156.78K | 171.28K | 172.56K | 171.27K | 164.28K | 165.33K | 217.29K | 207.82K | 201.87K | 175.38K | 167.98K | 148.04K |
| Fidelity Management & Research (FMR) | 33.72K | 115.52K | 28.39K | 36.19K | 37.25K | 145.33K | 415.05K | 385.65K | 277.77K | 480.64K | 447.23K | 431.69K | 181.78K | 180.37K | 186.70K | 260.72K | 478.81K | 408.71K | 255.35K | 94.71K |
| Marshall Wace | 2.79K | 8.24K | — | 51.91K | — | — | — | 14.87K | 5.10K | — | 900 | 15.79K | — | 11.97K | 14.80K | 50.23K | 20.75K | — | 74.30K | 92.21K |
| Citadel Advisors | 209.03K | 291.15K | 470.65K | 121.13K | 127.96K | 39.49K | 232.03K | 383.68K | 495.22K | 428.63K | 257.03K | 302.03K | 189.39K | 386.99K | 425.58K | 153.24K | 38.40K | 132.58K | 308.42K | 68.13K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details