Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in XZO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | 703K | $10.3M | +13.8% | 0.774% | 0.01% |
| 2 | FJ Capital Management LLC | 682K | $10.0M | +186.9% | 0.751% | 1.13% |
| 3 | GOLDMAN SACHS GROUP INC | 604K | $8.9M | +16.8% | 0.665% | 0.00% |
| 4 | JENNISON ASSOCIATES LLC | 575K | $8.4M | -1.1% | 0.632% | 0.01% |
| 5 | DRIEHAUS CAPITAL MANAGEMENT LLC | 530K | $7.8M | -3.4% | 0.583% | 0.06% |
| 6 | Whetstone Capital Advisors, LLC | 411K | $6.0M | +122.6% | 0.453% | 2.09% |
| 7 | ESSEX INVESTMENT MANAGEMENT CO LLC | 288K | $4.2M | -1.0% | 0.317% | 0.67% |
| 8 | BlackRock, Inc. | 275K | $4.0M | β | 0.302% | 0.00% |
| 9 | JANE STREET GROUP, LLC | 248K | $3.6M | +406.2% | 0.273% | 0.03% |
| 10 | Holocene Advisors, LP | 214K | $3.1M | β | 0.236% | 0.01% |
| 11 | Portolan Capital Management, LLC | 210K | $3.1M | -48.2% | 0.231% | 0.16% |
| 12 | TWO SIGMA INVESTMENTS, LP | 198K | $2.9M | +1553.6% | 0.218% | 0.00% |
| 13 | Ophir Asset Management Pty Ltd | 192K | $2.8M | -80.5% | 0.212% | 0.33% |
| 14 | MARSHALL WACE, LLP | 188K | $2.8M | +68.9% | 0.207% | 0.00% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 168K | $2.5M | β | 0.184% | 0.00% |
| 16 | Atom Investors LP | 160K | $2.4M | -0.1% | 0.176% | 0.17% |
| 17 | FEDERATED HERMES, INC. | 145K | $2.1M | +45.0% | 0.160% | 0.00% |
| 18 | CITADEL ADVISORS LLC | 114K | $1.7M | -74.2% | 0.125% | 0.00% |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 109K | $1.6M | -9.8% | 0.120% | 0.00% |
| 20 | SEI INVESTMENTS CO | 107K | $1.6M | -31.2% | 0.118% | 0.00% |
| 21 | SEVEN GRAND MANAGERS, LLC | 100K | $1.5M | -33.3% | 0.110% | 0.10% |
| 22 | Alden Global Capital LLC | 98K | $1.4M | -20.0% | 0.108% | 0.81% |
| 23 | GEODE CAPITAL MANAGEMENT, LLC | 94K | $1.4M | β | 0.104% | 0.00% |
| 24 | Ionic Capital Management LLC | 79K | $1.2M | +484.8% | 0.087% | 1.10% |
| 25 | BANK OF AMERICA CORP /DE/ | 59K | $861K | +17.4% | 0.065% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in XZO β a direct measure of their conviction.
Filings activity in XZO during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new XZO position in Q1 2026
Institutions that fully closed their XZO position in Q1 2026
2 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 63 | +57% | 8.82% | 6.92 pp | $105M | 44% |
| Q4 2025 | 40 | β | 15.74% | β | $187M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying XZO stock.
Based on Q1 2026 13F filings, institutional ownership of Exzeo Group, Inc. stands at 8.8%, held across 63 reporting institutions.
JANUS HENDERSON GROUP PLC is the largest reported institutional holder of XZO, with approximately 703,304 shares worth $0.01B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of XZO, including JANE STREET GROUP, LLC, TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for XZO is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
37 institutions opened new positions in XZO during Q1 2026, while 14 fully exited. 10 added to existing positions and 16 trimmed.
XZO institutional ownership fell by 6.92 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 63.3% of all reported 13F value in XZO, and the top 25 account for 91.5%.
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.
Exzeo Group, Inc. (XZO) Institutional Ownership