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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 2025

Institutional positions in RXO, Inc. as of Dec 31, 2025. 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
271
+10 vs. Q3 2025
Shares held
176.8M
−654.4K (−0.4%) vs. Q3 2025
Total value
$2.24B
−$494.5M (−18.1%) vs. Q3 2025
New holders
51
77 more added
Sold out
41
102 more reduced

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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.

Institutional holdersQ4 2025: 271 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 2 institutionsQ3 2022: 0 institutionsQ4 2022: 295 institutionsQ1 2023: 282 institutionsQ2 2023: 276 institutionsQ3 2023: 251 institutionsQ4 2023: 256 institutionsQ1 2024: 241 institutionsQ2 2024: 243 institutionsQ3 2024: 281 institutionsQ4 2024: 280 institutionsQ1 2025: 258 institutionsQ2 2025: 269 institutionsQ3 2025: 266 institutionsQ4 2025: 271 institutionsQ1 2026: 276 institutionsQ2 2026: 304 institutions
Value heldQ4 2025: $2.24B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $370.9KQ3 2022: $0Q4 2022: $1.75BQ1 2023: $2.17BQ2 2023: $2.55BQ3 2023: $2.26BQ4 2023: $2.69BQ1 2024: $2.56BQ2 2024: $3.14BQ3 2024: $4.59BQ4 2024: $4.04BQ1 2025: $3.33BQ2 2025: $2.72BQ3 2025: $2.73BQ4 2025: $2.24BQ1 2026: $2.69BQ2 2026: $5.00B
Institutions holding RXO and their total value by quarter
QuarterHoldersValue
Q2 2026304$5.00B
Q1 2026276$2.69B
Q4 2025271$2.24B
Q3 2025266$2.73B
Q2 2025269$2.72B
Q1 2025258$3.33B
Q4 2024280$4.04B
Q3 2024281$4.59B
Q2 2024243$3.14B
Q1 2024241$2.56B
Q4 2023256$2.69B
Q3 2023251$2.26B
Q2 2023276$2.55B
Q1 2023282$2.17B
Q4 2022295$1.75B
Q3 20220$0
Q2 20222$370.9K
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding RXO, Inc.; share changes are against Q3 2025.

Institutions holding RXO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Orbis Allan Gray Ltd34,677,755$438.3M1.84%+2,104,597+6.5%Added
MFN Partners Management, LP27,577,666$348.6M7.37%00.0%Unchanged
BlackRock, Inc.23,898,078$302.1M0.01%+68,131+0.3%Added
Vanguard Group Inc17,309,811$218.8M0.00%+93,130+0.5%Added
Finepoint Capital LP9,388,789$118.7M22.27%+2,121,950+29.2%Added
FIL Ltd6,564,000$83.0M0.06%+14,000+0.2%Added
State Street Corp6,370,232$80.5M0.00%+230,053+3.7%Added
Wellington Management Group LLP4,711,584$59.6M0.01%−5,287,097−52.9%Reduced
Geode Capital Management, LLC3,876,488$49.0M0.00%+18,110+0.5%Added
Douglas Lane & Associates, LLC3,406,743$43.1M0.59%−459,262−11.9%Reduced
Charles Schwab Investment Management Inc2,421,199$30.6M0.00%+100,468+4.3%Added
Morgan Stanley2,211,797$28.0M0.00%+521,428+30.8%Added
Hood River Capital Management LLC1,993,491$25.2M0.28%+604,942+43.6%Added
Frontier Capital Management Co LLC1,561,071$19.7M0.21%+557,312+55.5%Added
Dimensional Fund Advisors LP1,543,948$19.5M0.00%−114,869−6.9%Reduced
UBS Group AG1,519,650$19.2M0.00%−640,257−29.6%Reduced
Northern Trust Corp1,435,294$18.1M0.00%−124,836−8.0%Reduced
Swedbank AB1,358,000$17.2M0.02%−132,000−8.9%Reduced
Goldman Sachs Group Inc1,346,454$17.0M0.00%+362,094+36.8%Added
Invesco Ltd.1,172,748$14.8M0.00%+216,399+22.6%Added
Massachusetts Financial Services Co1,110,413$14.0M0.00%+190,583+20.7%Added
Bank of New York Mellon Corp973,685$12.3M0.00%−8,159−0.8%Reduced
Penn Capital Management Co Inc960,118$12.2M0.97%+16,022+1.7%Added
Vaughan Nelson Investment Management, L.P.888,005$11.2M0.11%+888,005New
Fred Alger Management, LLC861,684$10.9M0.04%−68,459−7.4%Reduced
Principal Financial Group Inc782,256$9.89M0.01%−9,543−1.2%Reduced
Kennedy Capital Management, Inc.719,742$9.10M0.19%+719,742New
New York State Common Retirement Fund649,167$8.21M0.01%+40,137+6.6%Added
Primecap Management Co603,076$7.62M0.01%00.0%Unchanged
Public Sector Pension Investment Board568,333$7.18M0.02%−71,273−11.1%Reduced
Divisar Capital Management LLC555,009$7.02M1.97%+19,067+3.6%Added
Franklin Resources Inc487,693$6.16M0.00%−1,841,150−79.1%Reduced
Nuveen, LLC479,027$6.05M0.00%−561,701−54.0%Reduced
Citadel Advisors LLC474,075$5.99M0.00%−177,320−27.2%Reduced
Rhumbline Advisers458,517$5.80M0.00%−11,343−2.4%Reduced
Voloridge Investment Management, LLC448,290$5.67M0.02%−31,047−6.5%Reduced
683 Capital Management, LLC357,953$4.52M0.38%+357,953New
Legal & General Group Plc343,554$4.34M0.00%−21,620−5.9%Reduced
Edgestream Partners, L.P.329,694$4.17M0.12%−66,304−16.7%Reduced
SG Americas Securities, LLC321,844$4.07M0.01%+281,335+694.5%Added
Bank of America Corp316,775$4.00M0.00%−21,888−6.5%Reduced
Jane Street Group, LLC310,254$3.92M0.00%+310,254New
New Age Alpha Advisors, LLC297,957$3.77M0.16%+297,957New
Attestor Capital Ltd285,600$3.61M1.70%+285,600New
Ameriprise Financial Inc283,857$3.59M0.00%−23,969−7.8%Reduced
UBS Asset Management Americas Inc276,659$3.50M0.00%+32,833+13.5%Added
Cornerstone Wealth Group, LLC275,066$3.48M0.24%+13,298+5.1%Added
Royce & Associates LP270,000$3.41M0.03%+270,000New
Barclays PLC258,124$3.26M0.00%−17,372−6.3%Reduced
Verition Fund Management LLC240,093$3.03M0.02%−277,413−53.6%Reduced
JPMorgan Chase & Co238,011$3.01M0.00%+102,341+75.4%Added
Russell Investments Group, Ltd.223,152$2.82M0.00%+28,481+14.6%Added
Swiss National Bank210,200$2.66M0.00%+3,700+1.8%Added
AQR Capital Management LLC198,035$2.50M0.00%+113,319+133.8%Added
Alliancebernstein L.P.196,471$2.48M0.00%+16,732+9.3%Added
Wells Fargo & Company195,454$2.47M0.00%+56,558+40.7%Added
Natixis Advisors, L.P.193,325$2.44M0.00%+158,395+453.5%Added
Hodges Capital Management Inc.175,600$2.22M0.19%+11,600+7.1%Added
Kirr Marbach & Co LLC171,884$2.17M0.42%−17,160−9.1%Reduced
Twinbeech Capital LP170,084$2.15M0.15%+170,084New
Price T Rowe Associates Inc163,095$2.06M0.00%+20,893+14.7%Added
Algert Global LLC160,408$2.03M0.03%+68,570+74.7%Added
Prudential Financial Inc153,431$1.94M0.00%−10,962−6.7%Reduced
Deutsche Bank AG152,868$1.93M0.00%+5,131+3.5%Added
Renaissance Technologies LLC141,800$1.79M0.00%−12,300−8.0%Reduced
Citigroup Inc136,888$1.73M0.00%+88,646+183.8%Added
Kettle Hill Capital Management, LLC136,015$1.72M0.38%+136,015New
Teachers Retirement System of the State of Kentucky126,832$1.60M0.01%−11,985−8.6%Reduced
Jacobs Levy Equity Management, Inc118,057$1.49M0.01%+118,057New
New York State Teachers Retirement System116,704$1.48M0.00%+100+0.1%Added
Thrivent Financial for Lutherans112,766$1.43M0.00%−5,539−4.7%Reduced
Holocene Advisors, LP111,632$1.41M0.00%+56,906+104.0%Added
Comerica Bank109,572$1.38M0.01%+24,425+28.7%Added
XTX Topco Ltd106,829$1.35M0.04%+86,968+437.9%Added
California State Teachers Retirement System105,899$1.34M0.00%−168−0.2%Reduced
MetLife Investment Management94,088$1.19M0.01%−3,358−3.4%Reduced
State of Alaska, Department of Revenue93,879$1.19M0.01%−163,104−63.5%Reduced
HighVista Strategies LLC90,938$1.15M0.30%+10,038+12.4%Added
Vestmark Advisory Solutions, Inc.90,432$1.14M0.02%+90,432New
FMR LLC90,260$1.14M0.00%−8,387−8.5%Reduced
SummitTX Capital, L.P.89,377$1.13M0.03%+89,377New
Dynamic Technology Lab Private Ltd87,572$1.11M0.25%+87,572New
Gsa Capital Partners LLP86,175$1.09M0.09%+64,217+292.5%Added
SEI Investments Co77,659$981.6K0.00%+60,537+353.6%Added
Manufacturers Life Insurance Company, The76,788$970.6K0.00%−4,788−5.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.75,541$954.8K0.00%−210.0%Reduced
Louisiana State Employees Retirement System75,200$950.5K0.02%−200−0.3%Reduced
Game Creek Capital, LP75,000$948.0K0.36%+75,000New
Tectonic Advisors LLC70,372$889.5K0.05%+7,350+11.7%Added
Motley Fool Wealth Management, LLC66,090$835.4K0.06%−344,440−83.9%Reduced
Laurion Capital Management LP62,448$789.3K0.05%+62,448New
State of Wisconsin Investment Board60,488$764.6K0.00%+60,488New
Intech Investment Management LLC54,200$685.1K0.01%−7,985−12.8%Reduced
Quantinno Capital Management LP52,614$665.0K0.00%+11,350+27.5%Added
Empowered Funds, LLC52,198$659.8K0.01%+52,198New
Yousif Capital Management, LLC44,580$652.7K0.01%−5,787−11.5%Reduced
Raymond James Financial Inc51,223$647.5K0.00%−5,969−10.4%Reduced
Rialto Wealth Management, LLC49,542$626.2K0.15%+22,156+80.9%Added
Oppenheimer & Co Inc49,406$624.5K0.01%+724+1.5%Added
Amalgamated Bank47,603$602.0K0.00%+249+0.5%Added