PACCAR Inc
DE ˙ XTRA ˙ US6937181088
98,58 € ↑1,56 (1,61%)
2026-06-03
DEL PRIS
SecurityDE:PAE / PACCAR Inc
InstitutionBurney Co/
Latest Disclosed Ownership9,667 shares
Latest Disclosed Value $ 1,116,539
Burney Co/ reports 1.32% increase in ownership of PAE / PACCAR Inc

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 9,667 shares of PACCAR Inc (DE:PAE) valued at $966,217 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 9,541 shares of PACCAR Inc. This represents a change in shares of 1.32% during the quarter. The current value of the position is $952,973 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F PACCAR COM 693718108 9,667 126 1.32 1,117 6.90 0.0285
2026-01-23 2025-12-31 13F PACCAR COM 693718108 9,541 65 0.69 1,045 12.14 0.0326
2025-10-16 2025-09-30 13F PACCAR COM 693718108 9,476 -15,941 -62.72 932 -61.47 0.0296
2025-08-05 2025-06-30 13F PACCAR COM 693718108 25,417 -3,737 -12.82 2,416 -14.87 0.0818
2025-05-06 2025-03-31 13F PACCAR COM 693718108 29,154 -1,396 -4.57 2,839 -10.67 0.1033
2025-01-14 2024-12-31 13F PACCAR COM 693718108 30,550 -6,206 -16.88 3,178 -12.41 0.1123
2024-10-18 2024-09-30 13F PACCAR COM 693718108 36,756 -30,183 -45.09 3,627 -47.36 0.1290
2024-07-29 2024-06-30 13F PACCAR COM 693718108 66,939 -57 -0.09 6,891 -16.99 0.2633
2024-05-22 2024-03-31 13F PACCAR COM 693718108 66,996 30,678 84.47 8,300 134.07 0.3163
2024-02-12 2023-12-31 13F PACCAR COM 693718108 36,318 -169 -0.46 3,546 14.31 0.1493
2023-11-08 2023-09-30 13F PACCAR COM 693718108 36,487 -9,058 -19.89 3,102 -18.56 0.1454
2023-08-09 2023-06-30 13F PACCAR COM 693718108 45,545 10,536 30.10 3,810 48.67 0.1746
2023-05-10 2023-03-31 13F PACCAR COM 693718108 35,009 25,269 259.44 2,563 166.04 0.1263
2023-02-06 2022-12-31 13F PACCAR COM 693718108 9,740 5,775 145.65 964 190.06 0.0488
2022-11-15 2022-09-30 13F PACCAR COM 693718108 3,965 35 0.89 332 2.47 0.0183
2022-08-12 2022-06-30 13F PACCAR COM 693718108 3,930 425 12.13 324 4.85 0.0170
2022-05-09 2022-03-31 13F PACCAR COM 693718108 3,505 0 0.00 309 0.00 0.0127
2022-02-11 2021-12-31 13F PACCAR COM 693718108 3,505 -315 -8.25 309 2.66 0.0133
2021-11-12 2021-09-30 13F PACCAR COM 693718108 3,820 0 0.00 301 -11.73 0.0141
2021-08-06 2021-06-30 13F PACCAR COM 693718108 3,820 0 0.00 341 -3.94 0.0159
2021-05-13 2021-03-31 13F PACCAR COM 693718108 3,820 600 18.63 355 27.70 0.0175
2021-02-11 2020-12-31 13F PACCAR COM 693718108 3,220 -800 -19.90 278 -18.95 0.0153
2020-12-14 2020-09-30 13F PACCAR COM 693718108 4,020 -1,180 -22.69 343 -11.83 0.0213
2020-08-13 2020-06-30 13F PACCAR COM 693718108 5,200 800 18.18 389 44.61 0.0252
2020-05-13 2020-03-31 13F PACCAR COM 693718108 4,400 -157 -3.45 269 -25.28 0.0207
2020-02-14 2019-12-31 13F PACCAR COM 693718108 4,557 -170 -3.60 360 8.76 0.0198
2019-11-12 2019-09-30 13F PACCAR COM 693718108 4,727 -100 -2.07 331 -4.34 0.0198
2019-08-12 2019-06-30 13F PACCAR COM 693718108 4,827 0 0.00 346 5.17 0.0210
2019-05-13 2019-03-31 13F PACCAR COM 693718108 4,827 -400 -7.65 329 10.03 0.0204
2019-02-12 2018-12-31 13F PACCAR COM 693718108 5,227 300 6.09 299 -11.01 0.0210
2018-11-13 2018-09-30 13F PACCAR COM 693718108 4,927 -1,167 -19.15 336 -11.11 0.0200
2018-08-13 2018-06-30 13F PACCAR COM 693718108 6,094 553 9.98 378 3.00 0.0221
2018-05-08 2018-03-31 13F PACCAR COM 693718108 5,541 -800 -12.62 367 -18.63 0.0227
2018-02-13 2017-12-31 13F PACCAR COM 693718108 6,341 1,267 24.97 451 22.89 0.0255
2017-11-13 2017-09-30 13F/A-1 PACCAR COM 693718108 5,074 0 0.00 367 10.88 0.0238
2017-11-09 2017-09-30 13F PACCAR COM 693718108 5,074 0 331
2017-08-09 2017-06-30 13F PACCAR COM 693718108 5,074 -70 -1.36 331 -4.34 0.0217
2017-05-11 2017-03-31 13F PACCAR COM 693718108 5,144 -990 -16.14 346 -11.73 0.0228
2017-02-07 2016-12-31 13F PACCAR COM 693718108 6,134 0 0.00 392 9.19 0.0266
2016-11-14 2016-09-30 13F PACCAR COM 693718108 6,134 -100 -1.60 359 11.15 0.0253
2016-08-10 2016-06-30 13F PACCAR COM 693718108 6,234 100 1.63 323 -3.58 0.0232
2016-05-02 2016-03-31 13F PACCAR COM 693718108 6,134 0 0.00 335 13.95 0.0244
2016-02-09 2015-12-31 13F PACCAR COM 693718108 6,134 0 0.00 294 -8.12 0.0218
2015-11-03 2015-09-30 13F PACCAR COM 693718108 6,134 0 0.00 320 -18.16 0.0246
2015-08-10 2015-06-30 13F PACCAR COM 693718108 6,134 -100 -1.60 391 -0.76 0.0266
2015-05-12 2015-03-31 13F PACCAR COM 693718108 6,234 -300 -4.59 394 -11.26 0.0270
2015-02-11 2014-12-31 13F PACCAR COM 693718108 6,534 -100 -1.51 444 17.77 0.0352
2014-11-12 2014-09-30 13F PACCAR COM 693718108 6,634 0 0.00 377 -9.59 0.0323
2014-08-05 2014-06-30 13F/A-1 PACCAR COM 693718108 6,634 -50 -0.75 417 -7.54 0.0361
2014-08-04 2014-06-30 13F PACCAR COM 693718108 6,634 417
2014-05-07 2014-03-31 13F/A-1 PACCAR COM 693718108 6,684 250 3.89 451 18.37 0.0411
2014-05-06 2014-03-31 13F PARKER-HANN COM 693718108 57,178 6,845
2014-02-03 2013-12-31 13F PACCAR COM 693718108 6,434 0 0.00 381 6.42 0.0371
2013-11-04 2013-09-30 13F PACCAR COM 693718108 6,434 0 0.00 358 3.77 0.0400
2013-07-22 2013-06-30 13F PACCAR COM 693718108 6,434 6,434 345 0.0431
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.