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US Xpress Enterprises Inc

USXDelisted Jul 3, 2023
Industry
Trucking (No Local)
SEC CIK
0000923571

US Xpress Enterprises Inc was delisted on Jul 3, 2023; its insiders filed their last Form 4 on Jul 5, 2023; 90 institutions reported holding it in 13F filings for Q2 2023, worth $137.3M in total; no superinvestor held it.

13F holders, Q2 2022

Institutional positions in US Xpress Enterprises Inc as of Jun 30, 2022. 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
69
−18 vs. Q1 2022
Shares held
16.1M
−866.7K (−5.1%) vs. Q1 2022
Total value
$43.2M
−$22.8M (−34.6%) vs. Q1 2022
New holders
12
21 more added
Sold out
30
28 more reduced

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting USX 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 holdersQ2 2022: 69 institutions
Q1 2021: 85 institutionsQ2 2021: 81 institutionsQ3 2021: 71 institutionsQ4 2021: 80 institutionsQ1 2022: 90 institutionsQ2 2022: 69 institutionsQ3 2022: 54 institutionsQ4 2022: 48 institutionsQ1 2023: 69 institutionsQ2 2023: 90 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2022: $43.2M
Q1 2021: $206.4MQ2 2021: $153.1MQ3 2021: $153.4MQ4 2021: $102.3MQ1 2022: $66.5MQ2 2022: $43.2MQ3 2022: $38.2MQ4 2022: $26.6MQ1 2023: $119.5MQ2 2023: $137.3MQ3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding USX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 202390$137.3M
Q1 202369$119.5M
Q4 202248$26.6M
Q3 202254$38.2M
Q2 202269$43.2M
Q1 202290$66.5M
Q4 202180$102.3M
Q3 202171$153.4M
Q2 202181$153.1M
Q1 202185$206.4M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding US Xpress Enterprises Inc; share changes are against Q1 2022.

Institutions holding USX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Aristotle Capital Boston, LLC3,238,246$8.68M0.26%+126,681+4.1%Added
Price T Rowe Associates Inc2,800,381$7.50M0.00%+1,129,350+67.6%Added
Twenty Acre Capital LP1,218,349$3.27M3.32%+440,743+56.7%Added
Vanguard Group Inc1,173,704$3.15M0.00%−152,620−11.5%Reduced
Becker Capital Management Inc875,427$2.35M0.11%+6,759+0.8%Added
Truist Financial Corp815,312$2.19M0.00%+569,712+232.0%Added
Fuller & Thaler Asset Management, Inc.579,054$1.55M0.01%+3,700+0.6%Added
Dimensional Fund Advisors LP563,354$1.51M0.00%−13,476−2.3%Reduced
SEI Investments Co456,627$1.22M0.00%+14,898+3.4%Added
Bridgeway Capital Management, LLC400,000$1.07M0.02%00.0%Unchanged
Pinnacle Holdings, LLC265,971$712.8K0.33%+8,840+3.4%Added
BlackRock Inc.248,169$666.0K0.00%−1,384,205−84.8%Reduced
Two Sigma Advisers, LP229,200$614.0K0.00%+142,100+163.1%Added
Geode Capital Management, LLC221,814$594.0K0.00%−216,210−49.4%Reduced
Millennium Management LLC214,806$576.0K0.00%+214,806New
D. E. Shaw & Co., Inc.207,864$557.0K0.00%−36,956−15.1%Reduced
Acadian Asset Management LLC177,723$476.0K0.00%+177,723New
State of Wisconsin Investment Board175,300$470.0K0.00%+66,800+61.6%Added
Susquehanna International Group, LLP173,958$466.0K0.00%+129,071+287.5%Added
Two Sigma Investments, LP166,281$446.0K0.00%+70,505+73.6%Added
Renaissance Technologies LLC148,565$398.0K0.00%−37,035−20.0%Reduced
Invesco Ltd.148,389$398.0K0.00%+21,489+16.9%Added
Royce & Associates LP144,993$389.0K0.00%−720,000−83.2%Reduced
Am Investment Strategies LLC127,000$340.0K0.12%+127,000New
Morgan Stanley124,545$333.0K0.00%−66,495−34.8%Reduced
Silverleafe Capital Partners, LLC120,000$322.0K0.19%+100,000+500.0%Added
Ergoteles LLC118,200$317.0K0.01%+118,200New
State Street Corp95,073$255.0K0.00%−326,057−77.4%Reduced
American Century Companies Inc83,309$223.0K0.00%+20,638+32.9%Added
Walleye Capital LLC67,976$182.0K0.01%+67,976New
Bank of New York Mellon Corp51,617$138.0K0.00%−48,782−48.6%Reduced
Stephens Inc49,874$134.0K0.00%00.0%Unchanged
AQR Capital Management LLC48,319$129.0K0.00%−60,157−55.5%Reduced
Russell Investments Group, Ltd.48,202$129.0K0.00%−3,075−6.0%Reduced
NJ State Employees Deferred Compensation Plan47,000$126.0K0.02%00.0%Unchanged
Northern Trust Corp39,349$105.0K0.00%−177,830−81.9%Reduced
First Trust Advisors LP37,461$100.0K0.00%−430−1.1%Reduced
Group One Trading, L.P.34,443$92.0K0.00%+24,633+251.1%Added
Bank of America Corp33,060$88.0K0.00%+2,485+8.1%Added
Captrust Financial Advisors28,500$76.0K0.00%+5,699+25.0%Added
Venture Visionary Partners LLC27,647$74.1K0.01%00.0%Unchanged
Qube Research & Technologies Ltd26,966$72.0K0.00%+26,966New
Citadel Advisors LLC23,144$62.0K0.00%+3,870+20.1%Added
Goldman Sachs Group Inc21,385$57.0K0.00%−7,626−26.3%Reduced
Jacobs Levy Equity Management, Inc20,765$56.0K0.00%−92,357−81.6%Reduced
J.W. Cole Advisors, Inc.19,975$54.0K0.00%−1,800−8.3%Reduced
Capstone Financial Advisors, Inc.20,000$54.0K0.00%00.0%Unchanged
Royal Bank of Canada17,828$48.0K0.00%−1,652−8.5%Reduced
Cito Capital Group, LLC16,000$43.0K0.02%−5,000−23.8%Reduced
ExodusPoint Capital Management, LP13,391$36.0K0.00%+13,391New
Boothbay Fund Management, LLC12,584$34.0K0.00%+12,584New
Hamilton Wealth, LLC12,000$32.0K0.01%+12,000New
West Paces Advisors Inc.11,475$30.8K0.01%00.0%Unchanged
LPL Financial LLC11,195$30.0K0.00%−154−1.4%Reduced
UBS Group AG10,597$29.0K0.00%−6,595−38.4%Reduced
Rafferty Asset Management, LLC10,614$28.0K0.00%00.0%Unchanged
JPMorgan Chase & Co10,000$27.0K0.00%−2,617−20.7%Reduced
Simplex Trading, LLC9,682$25.0K0.00%+20+0.2%Added
Citigroup Inc8,080$22.0K0.00%−1,252−13.4%Reduced
Mach-1 Financial Group, Inc.4,500$12.0K0.01%+4,500New
HHM Wealth Advisors, LLC4,000$11.0K0.00%−5,390−57.4%Reduced
Advisor Group Holdings, Inc.2,500$7.00K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA2,159$5.79K0.00%−8,340−79.4%Reduced
Wells Fargo & Company2,118$5.00K0.00%−16,134−88.4%Reduced
FMR LLC750$2.00K0.00%−337−31.0%Reduced
Chilton Capital Management LLC869$2.00K0.00%+869New
New York State Common Retirement Fund218$1.00K0.00%−15,900−98.6%Reduced
Rockefeller Capital Management L.P.21$00.00%+10+90.9%Added
Credit Suisse AG14$00.00%+14New
First Eagle Investment Management, LLC0$00.00%−318,019−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−143,255−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−140,920−100.0%Sold out
STRS Ohio0$00.00%−108,200−100.0%Sold out
Engineers Gate Manager LP0$00.00%−84,534−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−69,332−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−62,991−100.0%Sold out
Rhumbline Advisers0$00.00%−32,236−100.0%Sold out
Marshall Wace, LLP0$00.00%−24,903−100.0%Sold out
Stifel Financial Corp0$00.00%−20,790−100.0%Sold out
Deutsche Bank AG0$00.00%−14,608−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−14,565−100.0%Sold out
American International Group, Inc.0$00.00%−13,356−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−12,776−100.0%Sold out
Voya Investment Management LLC0$00.00%−12,468−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−12,329−100.0%Sold out
California State Teachers Retirement System0$00.00%−11,877−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−6,314−100.0%Sold out
Quantbot Technologies LP0$00.00%−4,800−100.0%Sold out
Barclays PLC0$00.00%−4,368−100.0%Sold out
Amalgamated Bank0$00.00%−3,239−100.0%Sold out
Legal & General Group Plc0$00.00%−2,213−100.0%Sold out
Ameritas Investment Partners, Inc.0$00.00%−1,727−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,000−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−419−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−304−100.0%Sold out
Ancora Advisors, LLC0$00.00%−193−100.0%Sold out
Annapolis Financial Services, LLC0$00.00%−334−100.0%Sold out
Toronto Dominion Bank0$00.00%−3−100.0%Sold out
TCWP LLC0$00.00%−180−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed