Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in RXO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Orbis Allan Gray Ltd | 36.4M | $532.1M | +5.0% | 22.070% | 2.24% |
| 2 | MFN Partners Management, LP | 28.1M | $411.0M | +1.9% | 17.045% | 8.61% |
| 3 | BlackRock, Inc. | 24.2M | $353.3M | +1.1% | 14.653% | 0.01% |
| 4 | Finepoint Capital LP | 10.1M | $147.3M | +7.3% | 6.108% | 35.31% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.0M | $132.1M | — | 5.478% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 7.4M | $107.8M | — | 4.469% | 0.00% |
| 7 | STATE STREET CORP | 6.6M | $96.0M | +3.1% | 3.983% | 0.00% |
| 8 | FIL Ltd | 6.5M | $95.8M | -0.2% | 3.972% | 0.07% |
| 9 | Hood River Capital Management LLC | 4.5M | $65.1M | +123.3% | 2.700% | 0.65% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 4.0M | $58.3M | +2.9% | 2.418% | 0.00% |
| 11 | FRONTIER CAPITAL MANAGEMENT CO LLC | 2.7M | $38.8M | +69.8% | 1.608% | 0.40% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.6M | $38.1M | +7.6% | 1.580% | 0.01% |
| 13 | Boston Partners | 2.5M | $36.5M | — | 1.514% | 0.04% |
| 14 | UBS Group AG | 2.1M | $31.0M | +39.3% | 1.284% | 0.00% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 2.0M | $29.9M | +32.7% | 1.242% | 0.01% |
| 16 | KENNEDY CAPITAL MANAGEMENT, INC. | 1.7M | $24.8M | +135.7% | 1.028% | 0.53% |
| 17 | NORTHERN TRUST CORP | 1.5M | $21.9M | +4.5% | 0.909% | 0.00% |
| 18 | Invesco Ltd. | 1.4M | $19.9M | +16.2% | 0.826% | 0.00% |
| 19 | Penn Capital Management Company, LLC | 1.3M | $19.7M | +40.4% | 0.817% | 1.53% |
| 20 | MORGAN STANLEY | 1.2M | $18.3M | -43.5% | 0.757% | 0.00% |
| 21 | Swedbank AB | 1.2M | $16.9M | -14.7% | 0.702% | 0.02% |
| 22 | GOLDMAN SACHS GROUP INC | 1.1M | $16.2M | -17.6% | 0.672% | 0.00% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 1.1M | $15.6M | — | 0.647% | 0.00% |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.1M | $15.5M | -4.6% | 0.643% | 0.01% |
| 25 | Divisar Capital Management LLC | 1.1M | $15.4M | +89.6% | 0.638% | 3.92% |
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 RXO — a direct measure of their conviction.
Filings activity in RXO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 270 | +3.1% | 56.40% | +9.84 pp | $2.64B | +21% |
| Q4 2025 | 262 | +2.3% | 46.56% | 10.41 pp | $2.18B | 18% |
| Q3 2025 | 256 | 3.4% | 56.97% | +1.26 pp | $2.66B | +2.3% |
| Q2 2025 | 265 | +3.5% | 55.71% | 10.46 pp | $2.60B | 16% |
| Q1 2025 | 256 | 7.2% | 66.17% | 15.54 pp | $3.09B | 19% |
| Q4 2024 | 276 | +0.7% | 81.71% | 10.55 pp | $3.82B | 11% |
| Q3 2024 | 274 | +13% | 92.26% | +28.37 pp | $4.31B | +44% |
| Q2 2024 | 242 | — | 63.89% | — | $2.99B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying RXO stock.
Based on Q1 2026 13F filings, institutional ownership of RXO, Inc. stands at 56.4%, held across 270 reporting institutions.
Orbis Allan Gray Ltd is the largest reported institutional holder of RXO, with approximately 36,397,974 shares worth $0.53B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of RXO.
Our composite Smart Money Score for RXO is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
55 institutions opened new positions in RXO during Q1 2026, while 47 fully exited. 165 added to existing positions and 48 trimmed.
RXO institutional ownership rose by 9.84 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 75.8% of all reported 13F value in RXO, and the top 25 account for 89.4%.
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.
RXO, Inc. (RXO) Institutional Ownership