Item 4, purpose of the transaction: Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following: As a result of the distribution of certain voting securities of LOR, Inc., Rollins Holding Company, Inc. and RFA Management Company, LLC to its beneficiary on September 17, 2026, the GWR Voting Trust is no longer the beneficial owner of the shares of Common Stock held indirectly by or through LOR, Inc., Rollins Holding Company, Inc., RFA Management Company, LLC, RCTLOR, LLC or RFT Investment Company, LLC.Read the filing ↗
ROLRollins, Inc.
Rollins, Inc. (“Rollins,” “we,” “us,” “our,” or the “Company”), is an international services company headquartered in Atlanta, Georgia. 10-K, Item 1
- Employees
- 21,946
- Headquarters
- Atlanta, GA
- CEO
- Jerry Gahlhoff Jr.
- Next results
- around Feb 10, 2027
Who owns ROL
59% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
13F: Tom Gayner added +4% in the quarter ending Sep 30, 2026.
Form 4: R. Randall Rollins Voting Trust U/A dated August 25, 1994 (10% owner) bought $50.0M, LOR INC (10% owner) bought $50.0M in the open market since 2026-07-01.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 28.85M | $1.2B | 6.04% | Added +0.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 19.80M | $826.4M | 4.14% | Added +0.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16.98M | $708.6M | 3.55% | Added +3.1% |
| STATE STREET CORP | 13.56M | $566.0M | 2.84% | Added +3.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 11.78M | $490.4M | 2.46% | Added +0.8% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8.21M | $342.7M | 1.72% | Reduced -15.4% |
| MORGAN STANLEY | 6.46M | $269.5M | 1.35% | Added +18.1% |
| Invesco Ltd. | 6.13M | $255.7M | 1.28% | Reduced -6.7% |
| Select Equity Group, L.P. | 4.28M | $178.8M | 0.90% | Reduced -10.1% |
| NORGES BANK | 3.93M | $164.2M | 0.82% | New |
| AMF Tjanstepension AB | 3.56M | $148.4M | 0.74% | Reduced -3.1% |
| USS Investment Management Ltd | 3.54M | $147.6M | 0.74% | Added +12.9% |
| Pictet Asset Management Holding SA | 3.48M | $145.2M | 0.73% | Added +19.6% |
| DIMENSIONAL FUND ADVISORS LP | 3.37M | $140.7M | 0.71% | Added +17.9% |
| Qube Research & Technologies Ltd | 3.20M | $133.6M | 0.67% | Added ×41 |
| GOLDMAN SACHS GROUP INC | 2.99M | $125.0M | 0.63% | Added +18.4% |
| NORTHERN TRUST CORP | 2.98M | $124.6M | 0.62% | Added +1.2% |
| WELLINGTON MANAGEMENT GROUP LLP | 2.87M | $119.7M | 0.60% | Reduced -6.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.47M | $103.2M | 0.52% | Added +2.9% |
| STIFEL FINANCIAL CORP | 2.27M | $94.6M | 0.47% | Reduced -0.6% |
| JPMORGAN CHASE & CO | 2.26M | $95.6M | 0.47% | Reduced -53.7% |
| APG Asset Management N.V. | 2.14M | $78.1M | 0.45% | Reduced -49.8% |
| WELLS FARGO & COMPANY/MN | 2.06M | $86.1M | 0.43% | Reduced -3.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.02M | $84.3M | 0.42% | Added +1.3% |
| Legal & General Group Plc | 2.02M | $84.2M | 0.42% | Reduced -3.4% |
Bought the most shares
- NORGES BANK +3.93M, new
- Qube Research & Technologies Ltd +3.12M
- JANE STREET GROUP, LLC +1.80M
- CITADEL ADVISORS LLC +1.75M
- DANSKE BANK A/S +1.28M
- D. E. Shaw & Co., Inc. +1.19M
- Durable Capital Partners LP +1.17M, new
- MARSHALL WACE, LLP +1.15M
- MORGAN STANLEY +989K
- MANUFACTURERS LIFE INSURANCE COMPANY, THE +930K
Sold the most shares
- FMR LLC -11.46M
- JPMORGAN CHASE & CO -2.62M
- APG Asset Management N.V. -2.12M
- Rathbones Group PLC -1.74M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC -1.49M
- FEDERATED HERMES, INC. -1.25M
- TREMBLANT CAPITAL GROUP -950K, sold out
- BLAIR WILLIAM & CO/IL -788K
- NORDEA INVESTMENT MANAGEMENT AB -716K
- AMERIPRISE FINANCIAL INC -597K
Superinvestors holding ROL 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Polen Capital Polen Capital Management | Jun 30, 2026 | 1.59M | $66.4M | 0.61% | Reduced -26.9% |
| Tom Gayner Markel Group | Sep 30, 2026 | 1.58M | $47.6M | 0.40% | Added +4.2% |
| Terry Smith Fundsmith | Jun 30, 2026 | 620K | $25.9M | 0.19% | Held |
13D filings: owners of more than 5% who may push for change
Item 4, purpose of the transaction: Underwritten Secondary Offering On November 10, 2025, the Issuer entered into an underwriting agreement (the "Underwriting Agreement") with LOR, Inc. and Rollins Holding Company, Inc. as the selling stockholders (the "Selling Stockholders") and Morgan Stanley & Co. LLC (the "Underwriter"), pursuant to which the Selling Stockholders agreed to sell to the Underwriters an aggregate of 17,391,305 shares of Common Stock at a price per share of $56.93, after underwriting discounts and commissions (the "Secondary Offering"). LOR, Inc. also granted the Underwriters a 30-day option to purchase up to an aggregate of 2,608,695 additional shares of Common Stock (the "Additional Shares") owned by the Se…Read the filing ↗
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