One of 147: The Only Superinvestor in J.B. Hunt Holds Just 4,032 Shares. Its Insiders Filed Nothing in 90 Days.

GetCoattail Research — The Filing Tape #105. J.B. Hunt arrived in a Wall Street Journal stocks-to-watch recap after an earnings session, and the filings describe one of the thinnest registers in this series: 1 of the 147 superinvestors we track holds the stock, at 4,032 shares and a 0.0% portfolio weight, the full market added 102 filers in the same quarter, insiders filed nothing at all in the last 90 days, and short interest has halved from its peak to 2.17% of the share count.

The Hype

J.B. Hunt's attention this week is a recap ranking. The stock appeared in the Wall Street Journal's "Stocks to Watch" recap for October 16, 2026 — behind three names this series has already audited, which makes it the highest-ranked name on that list we had not covered. In the Journal's summary, the carrier reported results ahead of expectations, yet the shares still slipped 2.8% on the session as fuel and other operating costs weighed on the quarter. The price file shows the larger move the recap lands on: the stock rose 36.6% in the second quarter alone, from $211.90 on March 31 to $289.43 on June 30, and stands up 20.5% year to date. It also shows the give-back since: the last close in our file is $234.20 on October 2 — down 19.1% since June 30 and 21.5% below the 252-session closing high of $298.41, set on July 16, 2026, though still 74.5% above the 252-session low of $134.20, set on October 2, 2025.

The Tape

For J.B. Hunt — the one hundred and fifth Filing Tape audit — the tape shows a superinvestor cohort of exactly one name holding 4,032 shares, a full market that added 102 filers and 10.1 million shares in the same quarter, an insider record with no filing of any kind in the last 90 days, a congressional lens with no row at all, four passive 5% filings headed by a 10.04% print, and a borrow that has halved from its peak to 2.17% of the shares outstanding.

Lens 1 — the superinvestors: one holder, 4,032 shares, at a 0.0% weight. We track 149 managers whose 13F portfolios we collect from SEC EDGAR — 147 are in the collection: 144 at a June 30 period-end, and 3 early filers at September 30. For this name there is no period mix and no option row: the single holder row sits at June 30, 2026, on the single CUSIP 445658107, totalling 4,032 shares worth $1,166,982, a long position only. First Eagle Investment Management is the entire cohort: 4,032 shares worth $1,166,982 — 100.0% of the tracked stake — at a 0.0% portfolio weight, down 11.0% in the quarter. The holder verifies row by row against the first quarter, moving from 4,532 shares at March 31 to 4,032 at June 30 (-500 shares, -11.0%) — in a quarter the price rose 36.6%. No tracked manager opened a new position, and none exited. The row implies exactly $289.43, the June 30 close. 13F figures are as of June 30, 2026; funds have up to 45 days to file, so this is the complete second-quarter picture — a lagging one.

Lens 2 — institutions: 102 more filers, 10.1 million more shares. At June 30, 2026, 859 institutions reported positions, up 102 from 757 at March 31 (+13.47%); 854 of them are long. Reported shares rose 16.37%, from 61,600,864 to 71,683,703, while reported value rose 60.40% to $20,306,884,768, labelled "reported" because the aggregate includes option rows (see methodology). That value implies $283.28 per share against a June 30 close of $289.43, a gap of -2.12% — small for this aggregate, and printed here because the series records it either way.

Lens 3 — insiders: nothing filed in 90 days. The parsed Form 4 record holds 140 filings through October 2, 2026 — and the last 90 days hold none of them: no filing, no purchase transaction and no sale transaction in the window at all. The one-year window holds 21 open-market purchase transactions: 204.77 shares for $31,872.39, by 1 buyer, all 21 of them officer purchases, against 24 sales: 62,573 shares for $13,822,491.60, by 12 sellers, 22 of them officer sales, across 86 filings. Across the full record, purchases and sales number 28 each: purchases total 63,837.5 shares for $10,592,645.54, by 4 buyers, and sales total 72,462 shares for $15,496,120.61, by 13 sellers. The windows that do trade price inside their own ranges: the one-year purchases imply $155.65 per share and the one-year sales $220.90, both inside the one-year close range of $137.09 to $298.41; and the full-record purchases imply $165.93 and the full-record sales $213.85, inside the full-period range — so this audit cites dollar totals for the one-year and full-record windows, and reports the 90-day window as what it is: empty (see methodology).

Lens 4 — Congress: no row in any aggregate. The combined record (as of October 3, 2026), the House aggregate (as of October 3, 2026) and the Senate aggregate (as of October 1, 2026) each carry no row at all for this name. There is no congressional purchase or sale in this lens to date anything by; the lens is blank rather than estimated, and it is the only blank lens in this audit.

Lens 5 — the 5% register: four filings, all passive, headed by a Vanguard print at 10.04%. Our full parse holds 4 SC 13D/G filings matching the site aggregate exactly — 1 SC 13G and 3 SC 13G/A filings, 3 of them amendments, across 3 reporter names, and no 13D filing at all. The register maximum is 10.04%: The Vanguard Group reports 10,048,462 shares as of March 31, 2025, filed April 7, 2025 as SC 13G/A. The same reporter later filed an SC 13G/A reporting 0 shares (0.0%) as of March 13, 2026, filed March 27, 2026 — a change of reporting entity inside one fund family, recorded exactly as filed. The latest filing is a Vanguard Capital Management SC 13G, filed April 30, 2026 as of March 31, 2026, reporting 5,644,406 shares (5.96%); T. Rowe Price Investment Management, Inc. reports 3,493,695 shares (3.5%) as of December 31, 2024, filed February 14, 2025. The cross-date reported total of 19,186,563 shares counts reporter rows across filings and dates, not distinct stakes.

The Gap

The narrative arriving with this session is a results story: a carrier that beat expectations and still slipped 2.8% as costs weighed, on top of a price that rose 36.6% in the second quarter and 20.5% year to date. The filings describe the register that story lands on. Exactly 1 of 147 tracked managers holds the name at all, the cohort is one holder deep — First Eagle Investment Management is 100.0% of the stake, at 4,032 shares and a 0.0% portfolio weight — and that holder trimmed 11.0% in Q2 while the full market's filer count rose by 102 and its share count rose 16.37%. Insiders are silent in the recent window: no filing of any kind in the last 90 days, and inside the year the buy side is 21 transactions totalling 204.77 shares against 24 sales worth $13,822,491.60. Congress has no row in any aggregate. The 5% register is four passive prints whose maximum is dated March 31, 2025, and the borrow stands at 2,036,176 shares — 2.17% of the share count, 49.0% below its September 2025 peak. One plausible reading is that October's argument is happening over a register where the tracked money is a single 4,032-share line, the broad market arrived in size, and the borrow has been leaving for a year — a tape that neither confirms the results-day story nor argues with it, because its tracked end holds exactly one name.

What Would Change the Picture

Nothing above is a recommendation. It is a record. These filings would change it:

• 1. The 2026Q3 13Fs (filing window closing mid-November 2026). The single holder row here sits on a June 30 period-end, before the stock's fall from its July high played out in the position reports; the September 30 filings are the first read on positioning since. Whether First Eagle Investment Management's 4,032-share position — the entire cohort, at a 0.0% portfolio weight — is still there decides whether this lens reads as one name or none.
• 2. A first insider filing of any kind since early July. The record's last 90 days are empty — no purchase, no sale, no filing at all across 140 parsed filings. Any Form 4 inside the window, in either direction, would end the quietest insider stretch in this record's recent windows.
• 3. A first congressional row. The combined, House and Senate aggregates carry no row for this name. Any recorded transaction, in either chamber and in either direction, would be this lens's first fact of any kind.
• 4. A fresh 5% print. The register's newest filing is dated April 30, 2026 (Vanguard Capital Management as of March 31, 2026), and its maximum — The Vanguard Group at 10.04% — is dated March 31, 2025. A new filing moving either figure, or a first 13D, would be this lens's first change of substance in over a year at the top end.
• 5. Short interest back through the June 30 reading, or below 2 million shares. The borrow stands at 2,036,176 shares, down 21.05% in the latest settlement and 49.0% below the series maximum of 3,995,220 shares (September 30, 2025). A reading above the June 30, 2026 level of 3,083,665 would reverse a year of decline; a reading below 2,000,000 would extend it to a new recent low.

Related reading: Three of 147: One Holder Is 72.9% of the Superinvestors' Applied Optoelectronics Stake. Its Insiders Have Not Bought in a Year. — Filing Tape #104; Three of 147: One Holder Is 86.6% of the Superinvestors' AutoZone Stake. All Three Holders Trimmed in Q2. — Filing Tape #103. J.B. Hunt's own page: J.B. Hunt (JBHT) on GetCoattail.

Methodology and data notes

• As-of & limits: The lenses rest on different clocks, none live: 13F is a June 30, 2026 snapshot published up to 45 days later; Form 4 runs through October 2, 2026; Congress aggregates run through October 3, 2026 (Senate through October 1, 2026); 13D/G through April 30, 2026; short interest through September 15, 2026; the price file ends October 2, 2026. Four limits are specific to this audit. First, the roster expanded before the recent audits — from 85 managers (83 filing) to 149 (147 filing) — so "of 147" counts are not comparable to earlier pieces' "of 83" figures. Second, every 13F figure here predates this month's results session; the first post-period 13F picture is the September 30 season. Third, the congressional lens is empty for this name: no aggregate carries a row, so no congressional figure exists to cite. Fourth, this month's session (through October 16, 2026) postdates every lens here; the session is known to this audit only from outside coverage, not from our own files.
• Superinvestor lens: 147 managers in the collection (of a 149-manager roster; 144 at a June 30, 2026 period-end and 3 early filers at September 30, 2026) collected directly from SEC EDGAR Form 13F (managers_13f collection, regenerated October 15, 2026 for the expanded roster); J.B. Hunt positions are counted on the single CUSIP 445658107 only, long rows only, and there are no option rows for this name in the collection. One distinct manager holds a long position, at June 30, 2026, totalling 4,032 shares worth $1,166,982 — no period mix. The direction count is one DECREASED: First Eagle Investment Management (-11.0%). First Eagle Investment Management's share is 100.0% = 4,032 / 4,032. The single continuing holder verifies row by row against the first quarter under the rule used in the previous audits — the holder's first-quarter row accepted only when it sits under the same filing-agent prefix as the manager's second-quarter accession and its implied shares-change reproduces the EDGAR shares-change label at one decimal place — so the verified continuing total is 4,532 shares at March 31 moving to 4,032 at June 30 (-11.0%), with no unverified continuing holder and no new holder. First-quarter row: First Eagle Investment Management 4,532. No tracked manager exited in the second quarter: the collection's exited list carries no J.B. Hunt row, and the pipeline register's first-quarter count for this name is the same one manager. Implied per-share value: the single row implies exactly $289.43, the June 30, 2026 close. The pipeline register totals match the collection for this name in both quarters (1 row and 4,032 shares in the second quarter; 1 row and 4,532 shares in the first).
• Full-market lens: SEC Form 13F Data Sets full-market aggregation. The primary table is the full13f collection's by-ticker file (holders = distinct filers reporting the ticker's CUSIP; 854 reported long positions out of 859 filers). J.B. Hunt carries a single CUSIP in this aggregation (445658107), and the backfill fixtures' by-CUSIP row for it matches the by-ticker row on every field — holders, long holders, shares, reported value, prior holders and prior reported value — exactly. The by-ticker file's entered/exited fields (791 and 689, a net of +102 that matches the change in holder count) are gross flows, so this audit headlines the net change. Reported-value caution: the aggregate value ($20,306,884,768 over 71,683,703 shares) implies $283.28 per share against a June 30, 2026 close of $289.43 in our price file, a gap of -2.12% — printed here as found. The aggregate sums the VALUE of every information-table row — including put and call option rows — while the share count covers long common-stock rows only, so we headline filer and share counts and label dollar values "reported."
• Insider lens: full-parse Form 4 aggregation (agg_by_ticker), record as of October 2, 2026 (140 filings). Sale and purchase counts are transaction-code counts (S and P) in non-derivative rows; grants and exercises are not counted as purchases, and one filing can contain many transaction rows. The 90-day window (July 5 to October 2, 2026) holds no filing at all — 0 filings, 0 purchase transactions and 0 sale transactions — so no implied price exists for that window and no dollar total is cited for it. The one-year window (October 3, 2025 to October 2, 2026) holds 21 purchase transactions (204.77 shares, $31,872.39, 1 buyer, 21 officer purchase transactions) and 24 sale transactions (62,573 shares, $13,822,491.60, 12 sellers, 22 officer sale transactions) across 86 filings. The full record holds 28 purchase transactions (63,837.5 shares, $10,592,645.54, 4 buyers, 24 officer purchase transactions) and 28 sale transactions (72,462 shares, $15,496,120.61, 13 sellers, 25 officer sale transactions). The site's insider aggregate carries no row at all for this name, so there is no site figure to compare against the full parse — the absence is recorded here rather than treated as agreement. Window price checks on our price file: the one-year purchases imply $155.65 per share and the one-year sales $220.90, inside the one-year close range ($137.09 to $298.41); and the full-record purchases imply $165.93 and the full-record sales $213.85, inside the price file's full-period close range ($124.73 to $298.41) — so dollar totals are cited for the one-year and full-record windows.
• 13D/G lens: full-parse SC 13D/G parsed filings (4 filings matching issuer CIK 728535 on CUSIP 445658107: 1 SC 13G and 3 SC 13G/A, 3 of them amendments, no SC 13D), filings through April 30, 2026. The site aggregation carries this name under a ticker-keyed row; that row (4 filings, 0 D-filings, 4 G-filings, 3 amendments, 3 reporters, latest date April 30, 2026, maximum 10.04%, total reported 19,186,563 shares) matches the parsed filings on filings, form mix, amendments, latest date, maximum and the cross-date reported total. The total sums reporter rows across filings and dates, so it is a filing-volume total, not a stake. The rows are reported as filed, under the names exactly as they appear: The Vanguard Group printing 10,048,462 shares at 10.04% as of March 31, 2025, filed April 7, 2025 as SC 13G/A (the register maximum); The Vanguard Group printing 0 shares at 0.0% as of March 13, 2026, filed March 27, 2026 as SC 13G/A; Vanguard Capital Management printing 5,644,406 shares at 5.96% as of March 31, 2026, filed April 30, 2026 as SC 13G; and T. Rowe Price Investment Management, Inc. printing 3,493,695 shares at 3.5% as of December 31, 2024, filed February 14, 2025 as SC 13G/A. The parsed coverage for this issuer holds these 4 filings; a 5% holder that has not filed in the covered window would not appear here.
• Congress lens: Senate PTR archive and House PTR archive as maintained on this site. The combined record (as of October 3, 2026), the House aggregate (as of October 3, 2026) and the Senate aggregate (as of October 1, 2026) each carry no row for this name. No figure is printed for this lens because there is no aggregate row to print; the absence is recorded here and in the lens table rather than filled with a zero, since a missing row and a row of zeros are different statements about the underlying archives.
• Short interest lens: FINRA Equity Short Interest files (biweekly settlement dates), collected directly from FINRA's public distribution. The published series covers all 137 settlements under the symbol, every one a J.B. Hunt Transport Services row, from January 15, 2021 (1,473,473 shares) to September 15, 2026. The latest reading is 2,036,176 shares on September 15, 2026, down 21.05% from the prior settlement (2,579,170 on August 31, 2026), at 2.44 days to cover. The series maximum is 3,995,220 shares on September 30, 2025, so the latest reading sits 49.0% below it; the series minimum is 1,051,074 shares on September 30, 2021. The recent path runs 3,083,665 (June 30), 2,101,776 (July 15), 2,719,019 (July 31), 2,811,539 (August 14), 2,579,170 (August 31) and 2,036,176 (September 15). FINRA publishes each settlement about two weeks after the fact, so the October price action is not yet in this series. The share-count ratio (2.17%) uses the fundamentals file's shares-outstanding figure below.
• Fundamentals note: our fundamentals collection carries J.B. Hunt's net income of $598,282,000 and assets of $7,927,155,000, each labelled fiscal 2025 in the file. The file also carries a revenue figure of $7,189,568,000, but it labels that figure fiscal 2017 — a stale vintage in the file — so this audit does not present it as a current figure. The file is marked ok for this name, with no missing fields: shares outstanding of 93,914,939 (sourced in the file to the shares-outstanding count as of June 30, 2026) and a file-computed market value of $21,218,201,480.42. The file does not flag the issuer as a foreign private issuer, and it carries SIC 4213, Trucking (No Local), and a Nasdaq listing. The file's price for the name is $225.93 as of October 6, 2026; our daily-close file ends October 2, 2026 at $234.20, and we keep the two files' figures separate rather than blending them.
• Prices: our own daily-close file for J.B. Hunt through October 2, 2026 ($234.20 close, +20.5% year to date on that file; the 252-session closing high is $298.41 on July 16, 2026, so the last close sits 21.5% below it; the 252-session closing low is $134.20 on October 2, 2025, so the last close sits 74.5% above it; closes of $211.90 at March 31, 2026 and $289.43 at June 30, 2026, a second-quarter change of +36.6%; change from June 30 to October 2 of -19.1%; change from the September 30, 2025 close of $134.17 of +74.6%; the December 31, 2025 close is $194.34). The series in our price file begins June 1, 2021 at $172.14 and holds 1,342 rows; the file's full-period close range is $124.73 to $298.41.
• Market context sources: the Wall Street Journal's "Stocks to Watch" recap for October 16, 2026, which listed J.B. Hunt behind CoreWeave, Tesla and Netflix — three names this series has already audited. Figures we could not confirm were left out; the external item above is reported speech from that outlet, not a GetCoattail measurement.
• J.B. Hunt is in the GetCoattail stock-page universe: J.B. Hunt (JBHT) stock page. Series data: jbht_lens_data.csv · jbht_short_interest_series.csv. Earlier audits: Applied Optoelectronics · AutoZone.

Past patterns are not a promise of future results. For education only — not investment advice.

This article describes public filings as of the dates stated. It is not investment advice and makes no recommendation. Filings lag reality: 13F positions are as of June 30, 2026, and later trading is not yet public.

Revision history

• v1.0 — October 17, 2026: first publication.