$GXO

$50.04 +$0.73 (1.48%) Close

$GXO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 114.7M shares outstanding

Who owns GXO?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 52.4%

Orbis Allan Gray Ltd 11.7% · BlackRock, Inc. 9.8%

Institutional ownership

100.0%

+0.6 pts vs last qtr

Institutional holders

476

+5 vs last qtr

Net shares bought

+6.6M

by institutions in Q2 2026

New / sold out

62 / 57

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Spruce House Investment Management LLC +2.0M
Cooper Creek Partners Management LLC +1.3M

Biggest sellers in Q2 2026

Focus Partners Wealth −2.1M
Swedbank AB −1.1M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for GXO Logistics, Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+1.5%

+0.24% a year

Each share's claim on the business

−1.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$200M vs $230M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years65% 1–3 years20% Under 1 year15%

Quarterly turnover

12.7%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting GXO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
OA Orbis Allan Gray Ltd	13.4M	11.71%	Unchanged	2021	2.3%
Shares held by quarter Peak holding14.1M (Q3'24) Change over 8 quarters−687.1K Share of the company11.710% Orbis Allan Gray Ltd's full portfolio →
B BlackRock, Inc.	11.3M	9.84%	+953.8K (+9.2%)	2021	0.0%
Shares held by quarter Peak holding11.3M (Q2'26) Change over 8 quarters+712.6K Share of the company9.840% BlackRock, Inc.'s full portfolio →

Orbis Allan Gray Ltd

13.4M

% of company

11.71%

Change vs last qtr

Unchanged

Held since

2021

BlackRock, Inc.

11.3M

% of company

9.84%

Change vs last qtr

+953.8K (+9.2%)

Held since

2021

28 more super investors behind a free account

See every manager holding GXO Logistics, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting GXO on Form N-PORT; together they hold 36.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$200M	3.9M	3.43%	0.16%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$185M	3.7M	3.18%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$200M

% of company

3.43%

% of the fund

0.16%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$185M

% of company

3.18%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding GXO Logistics, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BS Bradley S Jacobs Insider	1.7M	1.48%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.480% Bradley S Jacobs's insider activity →
PJ Papastavrou Jason D Insider	242.9K	0.21%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.210% Papastavrou Jason D's insider activity →

Bradley S Jacobs

Insider

1.7M

% of company

1.48%

Change vs last qtr

—

Held since

—

Papastavrou Jason D

Insider

242.9K

% of company

0.21%

Change vs last qtr

—

Held since

—

22 more holders behind a free account

See every insider and 5%+ holder of GXO Logistics, Inc..

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