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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, Q1 2026

Institutional positions in RXO, Inc. as of Mar 31, 2026. 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
276
+10 vs. Q4 2025
Shares held
183.8M
+24.4M (+15.3%) vs. Q4 2025
Total value
$2.69B
+$672.5M (+33.4%) vs. Q4 2025
New holders
51
93 more added
Sold out
41
77 more reduced

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 276 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 heldQ1 2026: $2.69B
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, Q1 2026

Shares, value and share of portfolio for each institution holding RXO, Inc.; share changes are against Q4 2025.

Institutions holding RXO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Orbis Allan Gray Ltd36,397,974$532.1M2.24%+1,720,219+5.0%Added
MFN Partners Management, LP28,109,942$411.0M8.61%+532,276+1.9%Added
BlackRock, Inc.24,165,879$353.3M0.01%+267,801+1.1%Added
Finepoint Capital LP10,073,618$147.3M35.31%+684,829+7.3%Added
Vanguard Portfolio Management LLC9,034,799$132.1M0.01%+9,034,799New
Vanguard Capital Management LLC7,370,484$107.8M0.00%+7,370,484New
State Street Corp6,568,340$96.0M0.00%+198,108+3.1%Added
FIL Ltd6,550,000$95.8M0.07%−14,000−0.2%Reduced
Hood River Capital Management LLC4,452,216$65.1M0.65%+2,458,725+123.3%Added
Geode Capital Management, LLC3,987,083$58.3M0.00%+110,595+2.9%Added
Douglas Lane & Associates, LLC3,506,526$51.3M0.74%+99,783+2.9%Added
Frontier Capital Management Co LLC2,651,537$38.8M0.40%+1,090,466+69.9%Added
Charles Schwab Investment Management Inc2,605,659$38.1M0.01%+184,460+7.6%Added
Boston Partners2,497,016$36.5M0.04%+2,497,016New
UBS Group AG2,117,291$31.0M0.01%+597,641+39.3%Added
Dimensional Fund Advisors LP2,048,903$29.9M0.01%+504,955+32.7%Added
Kennedy Capital Management, Inc.1,696,217$24.8M0.53%+976,475+135.7%Added
Northern Trust Corp1,499,161$21.9M0.00%+63,867+4.4%Added
Invesco Ltd.1,362,394$19.9M0.00%+189,646+16.2%Added
Penn Capital Management Co Inc1,347,550$19.7M1.53%+387,432+40.4%Added
Morgan Stanley1,249,014$18.3M0.00%−962,783−43.5%Reduced
Swedbank AB1,158,000$16.9M0.02%−200,000−14.7%Reduced
Goldman Sachs Group Inc1,108,873$16.2M0.00%−237,581−17.6%Reduced
Vanguard Fiduciary Trust Co1,067,131$15.6M0.00%+1,067,131New
Massachusetts Financial Services Co1,059,660$15.5M0.01%−50,753−4.6%Reduced
Divisar Capital Management LLC1,052,525$15.4M3.92%+497,516+89.6%Added
Bank of New York Mellon Corp961,595$14.1M0.00%−12,090−1.2%Reduced
New York State Common Retirement Fund882,577$12.9M0.02%+233,410+36.0%Added
Principal Financial Group Inc798,285$11.7M0.01%+16,029+2.0%Added
Russell Investments Group, Ltd.758,120$11.1M0.01%+534,968+239.7%Added
Bank of America Corp724,060$10.6M0.00%+407,285+128.6%Added
Citadel Advisors LLC706,497$10.3M0.01%+232,422+49.0%Added
AQR Capital Management LLC634,210$9.00M0.00%+436,175+220.3%Added
Primecap Management Co603,076$8.82M0.01%00.0%Unchanged
Public Sector Pension Investment Board587,382$8.59M0.03%+19,049+3.4%Added
Picton Mahoney Asset Management534,052$7.81M0.08%+534,052New
Fred Alger Management, LLC509,550$7.45M0.03%−352,134−40.9%Reduced
Nuveen, LLC482,268$7.05M0.00%+3,241+0.7%Added
Royce & Associates LP463,000$6.77M0.07%+193,000+71.5%Added
Voloridge Investment Management, LLC454,701$6.65M0.03%+6,411+1.4%Added
Rhumbline Advisers450,493$6.59M0.01%−8,024−1.7%Reduced
Emerald Advisers, LLC438,471$6.41M0.20%+438,370+434,029.7%Added
Cornerstone Wealth Group, LLC275,394$5.39M0.35%+328+0.1%Added
Legal & General Group Plc315,405$4.61M0.00%−28,149−8.2%Reduced
Marshall Wace, LLP310,800$4.54M0.00%+284,241+1,070.2%Added
New Age Alpha Advisors, LLC286,372$4.19M0.20%−11,585−3.9%Reduced
Attestor Capital Ltd285,600$4.18M1.10%00.0%Unchanged
Emerald Mutual Fund Advisers Trust275,932$4.03M0.20%+275,932New
Ameriprise Financial Inc270,144$3.95M0.00%−13,713−4.8%Reduced
Intrinsic Edge Capital Management LLC250,000$3.65M0.67%+250,000New
UBS Asset Management Americas Inc245,603$3.59M0.00%−31,056−11.2%Reduced
Swiss National Bank210,200$3.07M0.00%00.0%Unchanged
Price T Rowe Associates Inc193,586$2.83M0.00%+30,491+18.7%Added
683 Capital Management, LLC180,000$2.63M0.24%−177,953−49.7%Reduced
Citigroup Inc170,940$2.50M0.00%+34,052+24.9%Added
Prudential Financial Inc169,001$2.47M0.00%+15,570+10.1%Added
Deutsche Bank AG167,735$2.45M0.00%+14,867+9.7%Added
Alliancebernstein L.P.193,147$2.44M0.00%−3,324−1.7%Reduced
Verition Fund Management LLC150,084$2.19M0.02%−90,009−37.5%Reduced
Fifth Third Bancorp146,222$2.14M0.00%+145,551+21,691.7%Added
Holocene Advisors, LP140,320$2.05M0.00%+28,688+25.7%Added
Natixis138,800$2.03M0.01%+138,800New
JPMorgan Chase & Co146,325$2.01M0.00%−91,686−38.5%Reduced
California State Teachers Retirement System136,414$1.99M0.00%+30,515+28.8%Added
SEI Investments Co133,339$1.95M0.00%+55,680+71.7%Added
Edgestream Partners, L.P.127,380$1.86M0.06%−202,314−61.4%Reduced
New York State Teachers Retirement System111,339$1.63M0.00%−5,365−4.6%Reduced
Thrivent Financial for Lutherans109,595$1.60M0.00%−3,171−2.8%Reduced
Vanguard Asset Management, Ltd108,484$1.59M0.00%+108,484New
Illinois Municipal Retirement Fund105,108$1.54M0.02%+105,108New
Vestmark Advisory Solutions, Inc.96,679$1.41M0.02%+6,247+6.9%Added
Man Group plc93,834$1.37M0.00%+93,834New
Congress Asset Management Co93,297$1.36M0.01%+93,297New
FMR LLC91,260$1.33M0.00%+1,000+1.1%Added
State of Alaska, Department of Revenue91,304$1.33M0.01%−2,575−2.7%Reduced
MetLife Investment Management89,435$1.31M0.01%−4,653−4.9%Reduced
Quantinno Capital Management LP80,187$1.17M0.00%+27,573+52.4%Added
Aperture Investors, LLC77,060$1.13M0.14%+77,060New
Mirae Asset Global ETFs Holdings Ltd.76,285$1.12M0.00%+744+1.0%Added
Manufacturers Life Insurance Company, The74,700$1.09M0.00%−2,088−2.7%Reduced
Wells Fargo & Company73,465$1.07M0.00%−121,989−62.4%Reduced
Louisiana State Employees Retirement System72,800$1.06M0.02%−2,400−3.2%Reduced
Vanguard Global Advisers, LLC65,117$952.0K0.00%+65,117New
SG Americas Securities, LLC64,083$937.0K0.00%−257,761−80.1%Reduced
Susquehanna International Group, LLP62,317$911.1K0.00%+62,317New
EntryPoint Capital, LLC60,675$887.1K0.26%+60,675New
First Trust Advisors LP54,513$797.0K0.00%+54,513New
Motley Fool Wealth Management, LLC52,042$760.9K0.09%−14,048−21.3%Reduced
Oppenheimer & Co Inc49,799$728.1K0.01%+393+0.8%Added
Rialto Wealth Management, LLC49,542$724.3K0.16%00.0%Unchanged
MBL Wealth, LLC49,017$716.6K0.05%+39,007+389.7%Added
Cary Street Partners Financial LLC48,905$715.0K0.02%+10,160+26.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)48,863$714.4K0.00%+2,772+6.0%Added
American Century Companies Inc48,003$701.8K0.00%+48,003New
Amalgamated Bank47,220$690.0K0.01%−383−0.8%Reduced
Handelsbanken Fonder AB46,700$683.0K0.00%00.0%Unchanged
Janus Henderson Group PLC46,537$681.1K0.00%00.0%Unchanged
Formula Growth Ltd45,000$657.9K0.30%00.0%Unchanged
Yousif Capital Management, LLC44,182$645.9K0.01%−398−0.9%Reduced
Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf)43,731$639.3K0.03%00.0%Unchanged