RXO, Inc.
RXO- Exchange
- NYSE
- Industry
- Transportation Services
- SEC CIK
- 0001929561
No open-market purchases or sales by RXO, Inc. insiders were filed in the last 90 days; 304 institutions reported holding it in 13F filings for Q2 2026, worth $5.00B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in RXO, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 256
- +7 vs. Q3 2023
- Shares held
- 115.7M
- +1.25M (+1.1%) vs. Q3 2023
- Total value
- $2.69B
- +$433.2M (+19.2%) vs. Q3 2023
- New holders
- 28
- 73 more added
- Sold out
- 21
- 91 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RXO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 304 | $5.00B |
| Q1 2026 | 276 | $2.69B |
| Q4 2025 | 271 | $2.24B |
| Q3 2025 | 266 | $2.73B |
| Q2 2025 | 269 | $2.72B |
| Q1 2025 | 258 | $3.33B |
| Q4 2024 | 280 | $4.04B |
| Q3 2024 | 281 | $4.59B |
| Q2 2024 | 243 | $3.14B |
| Q1 2024 | 241 | $2.56B |
| Q4 2023 | 256 | $2.69B |
| Q3 2023 | 251 | $2.26B |
| Q2 2023 | 276 | $2.55B |
| Q1 2023 | 282 | $2.17B |
| Q4 2022 | 295 | $1.75B |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 2 | $370.9K |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding RXO, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evergreen Private Wealth LLC | 210 | $4.88K | 0.00% | +210 | New |
| Westside Investment Management, Inc. | 200 | $4.65K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 200 | $4.65K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 193 | $4.49K | 0.00% | +193 | New |
| Sandy Spring Bank | 192 | $4.47K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 178 | $4.14K | 0.00% | +178 | New |
| Bessemer Group Inc | 181 | $4.00K | 0.00% | +125+223.2% | Added |
| Bell Investment Advisors, Inc | 159 | $3.70K | 0.00% | +21+15.2% | Added |
| Allspring Global Investments Holdings, LLC | 156 | $3.63K | 0.00% | −1,837−92.2% | Reduced |
| Farther Finance Advisors, LLC | 135 | $3.14K | 0.00% | +6+4.7% | Added |
| NBT Bank N A | 129 | $3.00K | 0.00% | +129 | New |
| Parkside Financial Bank & Trust | 117 | $2.72K | 0.00% | −2−1.7% | Reduced |
| Global Retirement Partners, LLC | 116 | $2.59K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 111 | $2.58K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 101 | $2.35K | 0.00% | −6,199−98.4% | Reduced |
| Delta Asset Management LLC | 100 | $2.33K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $2.33K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 98 | $2.28K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $2.21K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 92 | $2.14K | 0.00% | +6+7.0% | Added |
| Fifth Third Bancorp | 91 | $2.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $2.09K | 0.00% | −131−59.3% | Reduced |
| Capital Analysts, LLC | 101 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $1.86K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 73 | $1.70K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 70 | $1.68K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $1.68K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 71 | $1.65K | 0.00% | +71 | New |
| First Horizon Advisors, Inc. | 71 | $1.65K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 68 | $1.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 66 | $1.54K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 58 | $1.35K | 0.00% | −226−79.6% | Reduced |
| Motco | 44 | $1.02K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 56 | $1.00K | 0.00% | +39+229.4% | Added |
| Harbour Investments, Inc. | 43 | $1.00K | 0.00% | +43 | New |
| Glen Eagle Advisors, LLC | 35 | $814 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 32 | $744 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 37 | $730 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $675 | 0.00% | +4+16.0% | Added |
| SJS Investment Consulting Inc. | 26 | $605 | 0.00% | +5+23.8% | Added |
| Parallel Advisors, LLC | 26 | $605 | 0.00% | +5+23.8% | Added |
| CGC Financial Services, LLC | 25 | $582 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 23 | $535 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $419 | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 17 | $395 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $395 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $372 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $326 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $326 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10 | $225 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $163 | 0.00% | −3−30.0% | Reduced |
| Tfo-TDC, LLC | 3 | $70 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −209,575−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −153,423−100.0% | Sold out |
| Foster Victor Wealth Advisors, LLC | 0 | $0 | 0.00% | −92,844−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −53,729−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −40,683−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −38,318−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −24,206−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −17,089−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,808−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,728−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −657−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |