| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.6M | $1.08B | -0.4% | 5.065% | 0.05% |
| 5 | LOOMIS SAYLES & CO L P | 5.5M | $895.9M | -2.1% | 4.203% | 1.12% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 3.6M | $577.8M | -0.9% | 2.721% | 0.03% |
| 7 | FIL Ltd | 3.1M | $503.6M | +0.2% | 2.362% | 0.36% |
| 8 | Boston Partners | 3.0M | $490.1M | +2.4% | 2.298% | 0.44% |
| 9 | BANK OF AMERICA CORP /DE/ | 2.6M | $421.5M | +0.8% | 1.977% | 0.03% |
| 10 | MORGAN STANLEY | 2.3M | $382.6M | +10.3% | 1.795% | 0.02% |
| 11 | Baird Financial Group, Inc. | 2.2M | $365.0M | +2.6% | 1.712% | 0.50% |
| 12 | Invesco Ltd. | 2.2M | $353.7M | -10.1% | 1.659% | 0.03% |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.2M | $351.3M | +10.0% | 1.648% | 0.06% |
| 14 | First Eagle Investment Management, LLC | 2.0M | $329.4M | -66.0% | 1.545% | 0.27% |
| 15 | NORTHERN TRUST CORP | 1.8M | $295.1M | -1.4% | 1.385% | 0.03% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $256.9M | +3.5% | 1.205% | 0.05% |
| 17 | MARSHFIELD ASSOCIATES | 1.6M | $253.3M | -20.4% | 1.188% | 5.94% |
| 18 | FMR LLC | 1.5M | $252.2M | +2.1% | 1.183% | 0.01% |
| 19 | ROYAL BANK OF CANADA | 1.4M | $223.0M | -8.1% | 1.046% | 0.03% |
| 20 | NORDEA INVESTMENT MANAGEMENT AB | 1.2M | $198.2M | +75.4% | 0.936% | 0.16% |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $180.6M | +0.4% | 0.847% | 0.02% |
| 22 | ProShare Advisors LLC | 1.1M | $177.3M | +4.9% | 0.832% | 0.26% |
| 23 | NORGES BANK | 1.1M | $171.5M | — | 0.804% | 0.02% |
| 24 | Amundi | 1.0M | $170.8M | -24.3% | 0.801% | 0.04% |
| 25 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1.0M | $169.7M | -6.1% | 0.796% | 0.24% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EXPD — a direct measure of their conviction.
| 95.67% |
| +0.66 pp |
| $14.41B |
| +5.7% |
| Q4 2024 | 809 | +1.4% | 95.01% | +2.98 pp | $13.63B | 12% |
| Q3 2024 | 798 | — | 92.03% | — | $15.45B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
111 institutions opened new positions in EXPD during Q2 2026, while 70 fully exited. 702 added to existing positions and 119 trimmed.
EXPD institutional ownership rose by 0.58 percentage points quarter-over-quarter, with a net change of +49 holders.
The top 10 institutions account for 45.8% of all reported 13F value in EXPD, and the top 25 account for 64.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Expeditors International of Washington, Inc. (EXPD) Institutional Ownership