ROYAL CARIBBEAN GROUP (RCL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $21.8M | 81,865 | 0.19% | 6q | +5.4%+$1.1M |
| GAMMA Investing LLC | $2.2M | 8,447 | 0.08% | 12q | -11.9%-$302.0K |
| Farther Finance Advisors, LLC | $2.2M | 8,277 | 0.02% | 16q | +2.4%+$51.6K |
| Wedmont Private Capital | $2.2M | 7,802 | 0.05% | 16q | -1.6%-$36.0K |
| Everhart Financial Group, Inc. | $1.8M | 6,643 | 0.11% | 16q | -4.0%-$73.9K |
| MOODY NATIONAL BANK TRUST DIVISION | $942.2K | 3,544 | 0.08% | 6q | +8.8%+$76.6K |
| Valeo Financial Advisors, LLC | $785.4K | 2,954 | 0.02% | 15q | -6.2%-$51.6K |
| Bank & Trust Co | $626.1K | 2,355 | 0.39% | 10q | HELD |
| Venture Visionary Partners LLC | $565.5K | 2,126 | 0.01% | 10q | HELD |
| Athena Wealth Management, LLC | $492.1K | 1,851 | 0.35% | new | NEW |
| Avidian Wealth Enterprises, LLC | $486.5K | 1,830 | 0.01% | 10q | -2.3%-$11.7K |
| RFG - Bristol Wealth Advisors, LLC | $444.0K | 1,670 | 0.11% | 8q | HELD |
| Monument Capital Management | $404.6K | 1,522 | 0.08% | 12q | HELD |
| Wealth Science Advisors LLC | $403.6K | 1,518 | 0.17% | 4q | -70.7%-$974.1K |
| Cooper Financial Group | $364.9K | 1,373 | 0.03% | 8q | +101.3%+$183.7K |
| EASTERN BANK | $301.0K | 1,132 | 0.00% | 9q | HELD |
| MassMutual Private Wealth & Trust, FSB | $298.6K | 1,123 | 0.01% | 23q | -10.0%-$33.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $274.1K | 1,031 | 0.02% | 6q | +1.6%+$4.3K |
| First Heartland Consultants, Inc. | $271.8K | 1,022 | 0.02% | 9q | HELD |
| Apella Capital, LLC | $258.9K | 917 | 0.00% | 3q | +5.8%+$14.1K |
| Kessler Investment Group, LLC | $226.5K | 852 | 0.11% | 27q | HELD |
| CoreCap Advisors, LLC | $219.6K | 825 | 0.01% | 11q | -22.4%-$63.3K |
| Grove Bank & Trust | $205.0K | 771 | 0.02% | 16q | +0.5%+$1.1K |
| FINANCIAL MANAGEMENT NETWORK INC | $201.1K | 724 | 0.03% | 2q | HELD |
| Versant Capital Management, Inc | $164.8K | 620 | 0.01% | 16q | -29.5%-$69.1K |
| Deane Retirement Strategies, Inc. | $119.9K | 451 | 0.05% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $93.0K | 350 | 0.01% | 16q | -0.6% |
| BURKETT FINANCIAL SERVICES, LLC | $63.0K | 237 | 0.02% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $55.6K | 209 | 0.01% | 32q | HELD |
| Trust Co | $33.8K | 127 | 0.00% | 8q | HELD |
| Sarver Vrooman Wealth Advisors | $33.8K | 127 | 0.02% | 6q | HELD |
| Planning Strategies Inc. | $30.0K | 113 | 0.02% | 2q | +1.8% |
| FIRST COMMUNITY TRUST NA | $26.6K | 100 | 0.01% | 20q | HELD |
| Mn Services Vermogensbeheer B.V. | $19.8K | 74,300 | 0.15% | 11q | HELD |
| Davis Capital Management | $5.1K | 19 | 0.00% | 5q | +216.7%+$3.5K |
| ATWOOD & PALMER INC | $5.1K | 19 | 0.00% | 3q | HELD |
| Pacifica Partners Inc. | $3.2K | 12 | 0.00% | 16q | HELD |
| Retirement Wealth Solutions LLC | $3.2K | 12 | 0.00% | 5q | -14.3% |
| ELEVATION WEALTH PARTNERS, LLC | $1.3K | 5 | 0.00% | 5q | -95.1%-$25.8K |
| CX Institutional | $688 | 2,589 | 0.02% | 12q | -14.6% |
| Polaris Financial Partners | $97 | 363 | 0.04% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-06 | 13G/A | Capital Research Global Investors | 6.4% |
| 2026-08-12 | 13G/A | Capital Research Global Investors | 12.8% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-29 | Bayley Michael W | Pres&CEO, Royal Caribbean Intl | Sold | 12,811 | $4.0M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 38 | $38.6M | 144,575 | 3 | 9 | 12 | 0.0% |
| Q2 2026 | 1,244 | $84.3B | 250,742,546 | 156 | 423 | 415 | 5.7% |
| Q1 2026 | 1,186 | $65.1B | 225,606,870 | 127 | 434 | 366 | 4.8% |
| Q4 2025 | 1,212 | $65.0B | 224,445,663 | 97 | 421 | 394 | 3.7% |
| Q3 2025 | 1,213 | $75.8B | 223,041,533 | 144 | 430 | 374 | 4.7% |
| Q2 2025 | 1,182 | $75.2B | 227,443,791 | 206 | 427 | 323 | 5.3% |
| Q1 2025 | 1,077 | $47.4B | 217,050,295 | 146 | 412 | 305 | 6.0% |
| Q4 2024 | 1,054 | $53.8B | 213,678,421 | 125 | 353 | 304 | 8.4% |
| Q3 2024 | 961 | $41.8B | 212,257,497 | 123 | 312 | 313 | 9.9% |
| Q2 2024 | 926 | $37.9B | 214,759,961 | 127 | 301 | 269 | 9.6% |
| Q1 2024 | 862 | $33.6B | 215,106,538 | 106 | 281 | 256 | 11.1% |
| Q4 2023 | 851 | $34.1B | 211,122,190 | 132 | 234 | 249 | 20.0% |
| Q3 2023 | 750 | $23.6B | 203,985,466 | 77 | 251 | 219 | 20.4% |
| Q2 2023 | 772 | $25.3B | 196,207,175 | 159 | 193 | 231 | 19.7% |
| Q1 2023 | 664 | $15.0B | 186,380,047 | 99 | 194 | 180 | 19.1% |
| Q4 2022 | 629 | $11.7B | 188,169,074 | 102 | 165 | 192 | 20.4% |
| Q3 2022 | 576 | $8.6B | 186,216,475 | 74 | 179 | 191 | 17.9% |
| Q2 2022 | 570 | $7.9B | 183,398,315 | 53 | 179 | 177 | 19.1% |
| Q1 2022 | 687 | $18.3B | 192,554,255 | 101 | 210 | 197 | 11.8% |
| Q4 2021 | 666 | $18.1B | 189,744,058 | 63 | 197 | 202 | 20.1% |
| Q3 2021 | 640 | $20.3B | 185,895,792 | 59 | 192 | 218 | 18.6% |
| Q2 2021 | 669 | $17.3B | 178,276,454 | 78 | 243 | 178 | 12.0% |
| Q1 2021 | 679 | $16.1B | 168,702,152 | 112 | 269 | 162 | 10.3% |
| Q4 2020 | 657 | $14.1B | 152,796,137 | 117 | 221 | 151 | 17.9% |
| Q3 2020 | 575 | $10.4B | 134,747,971 | 99 | 153 | 178 | 16.1% |
| Q2 2020 | 537 | $7.9B | 132,398,455 | 113 | 162 | 179 | 15.7% |
| Q1 2020 | 523 | $5.1B | 142,868,160 | 111 | 172 | 185 | 10.4% |
| Q4 2019 | 666 | $22.1B | 159,833,904 | 73 | 197 | 240 | 3.4% |
| Q3 2019 | 630 | $17.4B | 155,394,799 | 63 | 238 | 208 | 3.4% |
| Q2 2019 | 666 | $19.4B | 155,663,187 | 68 | 244 | 221 | 3.1% |
| Q1 2019 | 682 | $18.2B | 154,766,544 | 86 | 260 | 201 | 2.6% |
| Q4 2018 | 643 | $15.4B | 152,969,021 | 9 | 13 | 17 | 3.2% |