Follow-The-Filings

Security · featured owners

ROL Rollins Inc.

Industrials COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 0.6%
  • $246M
  • 1 new 2 add 1 reduce 2 exits

ROL (Rollins Inc.) is held in 5 featured 13F books as of 2026 Q2. Polen Capital Management is the largest tracked holder by portfolio weight (0.57%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.6% (Polen Capital Management) · not free-float ownership

  1. Polen Capital Management reduce 0.57%
  2. Thomas Gayner add 0.48%
  3. Henry Ellenbogen new 0.47%
  4. Terry Smith 0.19%
  5. Ron Baron add 0.06%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Polen Capital Management 2026 Q2 0.57% Reduce −26.9% 1,590,903 $66M history
Thomas Gayner - Markel Group 2026 Q2 0.48% Add +1.2% 1,516,525 $63M history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 0.47% New 0.47% 1,165,673 $49M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.06% Add +0.5% 1,003,324 $42M history
Terry Smith - Fundsmith 2026 Q2 0.19% Hold 619,935 $26M history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0.03% Exit −0.03% 93,000 $5M history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01% 12,288 $656K history

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 5.02,9.01
8-K 5.07,9.01
10-Q
8-K 2.02,9.01
DEFA14A
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Aug 25, 2026
4 Period Jul 1, 2026
4 Period Feb 20, 2026
4 Period Apr 30, 2026
4 Period Apr 29, 2026
4 Period Apr 28, 2026 · 10 forms
4 Period Feb 25, 2026
4 Period Feb 20, 2026 · 6 forms
4 Period Feb 17, 2026 · 3 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.07B $3.39B $3.76B
Net income $434.96M $466.38M $526.7M
Net margin * 14.2% 13.8% 14.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $406.64M $442.62M $472.68M
Total non-current assets * $2.19B $2.38B $2.67B
Total assets $2.6B $2.82B $3.14B
Total current liabilities $576.69M $645.16M $785.52M
Total non-current liabilities * $863.2M $843.94M $980.68M
Total equity $1.16B $1.33B $1.37B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $528.37M $607.65M $678.11M
Cash from investing -$372.9M -$176.23M -$326.7M
Cash from financing -$149.42M -$440.71M -$343.58M
Net change in cash $8.48M -$14.2M $10.37M

ownership over time

filing count by report period · click a bar for that quarter’s holders