Kirby Corporation
US ˙ NYSE ˙ US4972661064

SecurityKEX / Kirby Corporation
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership2,555,428 shares
Ownership 4.50%
Neuberger Berman Group LLC ownership in KEX / Kirby Corporation

2025-03-06 - Neuberger Berman Group LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,555,428 shares of Kirby Corporation (US:KEX). This represents 4.5 percent ownership of the company. In their previous filing dated 2024-02-13 , Neuberger Berman Group LLC had reported owning 3,531,182 shares, indicating a decrease of -27.63 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2025-03-06 2025-03-06 13G/A 3,531,182 2,555,428 -27.63 4.50 -24.62
2024-02-13 2024-02-13 13G/A 3,410,183 3,531,182 3.55 5.97 4.92
2023-02-10 2023-02-10 13G 3,410,183 5.69

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-14 2026-03-31 13F KIRBY Common 497266106 1,735,388 -435,938 -20.08 230,598 -3.61 0.0897
2026-02-13 2025-12-31 13F KIRBY Common 497266106 2,171,326 -108,789 -4.77 239,237 25.73 0.1781
2025-11-12 2025-09-30 13F KIRBY Common 497266106 2,280,115 -152,548 -6.27 190,276 -31.03 0.1390
2025-08-25 2025-06-30 13F/A-1 KIRBY Common 497266106 2,432,663 -69,696 -2.79 275,888 9.15 0.2123
2025-08-13 2025-06-30 13F KIRBY Common 497266106 2,432,663 -69,696 275,888 0.1098
2025-05-13 2025-03-31 13F KIRBY Common 497266106 2,502,359 -687,581 -21.55 252,763 -25.11 0.2117
2025-02-13 2024-12-31 13F KIRBY Common 497266106 3,189,940 43,792 1.39 337,496 -12.38 0.2679
2024-11-14 2024-09-30 13F KIRBY Common 497266106 3,146,148 -274,096 -8.01 385,177 -5.94 0.3005
2024-11-14 2024-06-30 13F/A-1 KIRBY Common 497266106 3,420,244 -94,944 -2.70 409,506 22.22 0.3361
2024-08-13 2024-06-30 13F KIRBY Common 497266106 3,420,244 -94,944 409,506 0.3361
2024-11-14 2024-03-31 13F/A-1 KIRBY Common 497266106 3,515,188 -15,994 -0.45 335,068 20.91 0.2770
2024-05-13 2024-03-31 13F KIRBY Common 497266106 3,515,188 -15,994 335,068 0.2769
2024-11-14 2023-12-31 13F/A-2 KIRBY Common 497266106 3,531,182 -15,736 -0.44 277,127 -5.64 0.2416
2024-02-09 2023-12-31 13F KIRBY Common 497266106 3,531,182 -15,736 277,127 0.2416
2023-11-14 2023-09-30 13F KIRBY Common 497266106 3,546,918 121,217 3.54 293,685 11.41 0.2676
2023-08-11 2023-06-30 13F KIRBY Common 497266106 3,425,701 -84,377 -2.40 263,608 7.75 0.2357
2023-05-12 2023-03-31 13F KIRBY Common 497266106 3,510,078 99,895 2.93 244,652 11.49 0.2269
2023-02-13 2022-12-31 13F KIRBY Common 497266106 3,410,183 3,172 0.09 219,445 5.99 0.2151
2022-11-15 2022-09-30 13F KIRBY Common 497266106 3,407,011 1,163,601 51.87 207,043 51.69 0.2162
2022-08-15 2022-06-30 13F KIRBY Common 497266106 2,243,410 1,094,065 95.19 136,489 64.50 0.1372
2022-05-23 2022-03-31 13F/A-1 KIRBY Common 497266106 1,149,345 1,143,032 18,106.00 82,971 25,587.62 0.0703
2022-05-13 2022-03-31 13F KIRBY Common 497266106 1,149,345 1,143,032 82,953 0.0370
2022-02-11 2021-12-31 13F KIRBY Common 497266106 6,313 -62,048 -90.77 323 -90.15 0.0003
2021-11-12 2021-09-30 13F KIRBY Common 497266106 68,361 329 0.48 3,278 -20.48 0.0029
2021-08-13 2021-06-30 13F KIRBY Common 497266106 68,032 15,578 29.70 4,122 30.40 0.0036
2021-05-13 2021-03-31 13F KIRBY Common 497266106 52,454 17,954 52.04 3,161 71.05 0.0030
2020-08-13 2020-06-30 13F KIRBY Common 497266106 34,500 8,000 30.19 1,848 60.42 0.0023
2020-05-14 2020-03-31 13F KIRBY Common 497266106 26,500 0 0.00 1,152 -51.45 0.0018
2020-02-12 2019-12-31 13F KIRBY Common 497266106 26,500 -5,219 -16.45 2,373 -8.94 0.0028
2019-11-13 2019-09-30 13F KIRBY Common 497266106 31,719 3,219 11.29 2,606 15.72 0.0032
2019-08-13 2019-06-30 13F KIRBY Common 497266106 28,500 11,000 62.86 2,252 71.39 0.0027
2019-05-13 2019-03-31 13F KIRBY Common 497266106 17,500 9,000 105.88 1,314 129.32 0.0016
2019-02-12 2018-12-31 13F KIRBY Common 497266106 8,500 -6,204 -42.19 573 -52.61 0.0008
2018-11-16 2018-09-30 13F/A-1 KIRBY Common 497266106 14,704 -750 -4.85 1,209 -6.42 0.0014
2018-11-13 2018-09-30 13F KIRBY Common 497266106 14,704 -750 1,209
2018-08-13 2018-06-30 13F KIRBY Common 497266106 15,454 2,000 14.87 1,292 24.83 0.0014
2018-05-08 2018-03-31 13F KIRBY Common 497266106 13,454 -262,158 -95.12 1,035 -94.38 0.0012
2018-02-14 2017-12-31 13F KIRBY Common 497266106 275,612 -708,686 -72.00 18,411 -71.64 0.0212
2017-11-15 2017-09-30 13F KIRBY COMMON STOCK 497266106 984,298 -39,075 -3.82 64,914 -5.11 0.0812
2017-08-08 2017-06-30 13F KIRBY COMMON STOCK 497266106 1,023,373 6,643 0.65 68,412 -4.63 0.0879
2017-05-10 2017-03-31 13F KIRBY COMMON STOCK 497266106 1,016,730 150,880 17.43 71,730 24.58 0.0926
2017-02-06 2016-12-31 13F KIRBY COMMON STOCK 497266106 865,850 138,100 18.98 57,579 27.28 0.0773
2016-11-02 2016-09-30 13F KIRBY COMMON STOCK 497266106 727,750 97,150 15.41 45,237 14.98 0.0614
2016-08-05 2016-06-30 13F KIRBY COMMON STOCK 497266106 630,600 630,600 0.00 39,343 0.0542
2016-01-28 2015-12-31 13F KIRBY COMMON STOCK 497266106 0 -3,585 -100.00 0 -100.00
2015-11-10 2015-09-30 13F KIRBY COMMON STOCK 497266106 3,585 85 2.43 222 -17.16 0.0003
2015-07-31 2015-06-30 13F KIRBY COMMON STOCK 497266106 3,500 -43 -1.21 268 0.75 0.0003
2015-05-06 2015-03-31 13F KIRBY COMMON STOCK 497266106 3,543 3,543 0.00 266 0.0003
2015-02-05 2014-12-31 13F KIRBY COMMON STOCK 497266106 0 -3,543 -100.00 0 -100.00
2014-11-04 2014-09-30 13F KIRBY COMMON STOCK 497266106 3,543 0 0.00 417 0.48 0.0004
2014-08-05 2014-06-30 13F KIRBY COMMON STOCK 497266106 3,543 0 0.00 415 15.60 0.0004
2014-05-05 2014-03-31 13F KIRBY COMMON STOCK 497266106 3,543 -8,307 -70.10 359 -69.47 0.0004
2014-02-11 2013-12-31 13F KIRBY COMMON STOCK 497266106 11,850 -400 -3.27 1,176 10.94 0.0012
2013-10-29 2013-09-30 13F/A-1 KIRBY COMMON STOCK 497266106 12,250 -400 -3.16 1,060 5.37 0.0012
2013-10-29 2013-09-30 13F KIRBY COMMON STOCK 497266106 5,000 329
2013-08-13 2013-06-30 13F KIRBY COMMON STOCK 497266106 12,650 12,650 1,006 0.0012
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.