$RXO

$29.10 +$0.42 (1.46%) Close

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

Ownership

13F as of Q2 2026 · 164.9M shares outstanding

Who owns RXO?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 97.1%

Orbis Allan Gray Ltd 22.1% · MFN Partners, LP 19.8%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

300

+25 vs last qtr

Net shares bought

−2.3M

by institutions in Q2 2026

New / sold out

60 / 35

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Maple Rock Capital Partners Inc. NEW +2.6M
Hood River Capital Management LLC +2.0M

Biggest sellers in Q2 2026

Finepoint Capital LP −4.7M
FIL Ltd −3.9M

Who is planning to sell?

Notices of proposed sale, last 12 months

$495K

1 notice from 1 person

Shares covered

33.3K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jason S. Kerr Officer $495K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+46.3%

+7.90% a year

Each share's claim on the business

−31.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$2M vs $119M

over 6 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 years86% 1–3 years3% Under 1 year11%

Quarterly turnover

9.3%

of institutional shares changed hands

Top 10 managers, median time held

3.5 years

Super Investors

Investment managers reporting RXO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
OA Orbis Allan Gray Ltd	36.4M	22.07%	Unchanged	2022	3.5%
Shares held by quarter Peak holding36.4M (Q1'26) Change over 8 quarters+7.8M Share of the company22.070% Orbis Allan Gray Ltd's full portfolio →
MP MFN Partners Management, LP	28.1M	17.04%	Unchanged	2022	16.0%
Shares held by quarter Peak holding28.1M (Q1'26) Change over 8 quarters+532.3K Share of the company17.040% MFN Partners Management, LP's full portfolio →

Orbis Allan Gray Ltd

36.4M

% of company

22.07%

Change vs last qtr

Unchanged

Held since

2022

MFN Partners Management, LP

28.1M

% of company

17.04%

Change vs last qtr

Unchanged

Held since

2022

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting RXO on Form N-PORT; together they hold 37.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$274M	9.9M	6.02%	0.25%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$144M	5.2M	3.17%	0.01%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$274M

% of company

6.02%

% of the fund

0.25%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$144M

% of company

3.17%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding RXO 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
MP MFN Partners, LP 5%+ holder 13D · 19.3%	32.7M	19.82%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company19.820% Disclosed stake13D · 19.3% View the 13D/G filing →
BS Bradley S Jacobs Insider	2.4M	1.43%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.430% Bradley S Jacobs's insider activity →

MFN Partners, LP

5%+ holder13D · 19.3%

32.7M

% of company

19.82%

Change vs last qtr

—

Held since

—

Bradley S Jacobs

Insider

2.4M

% of company

1.43%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of RXO Inc.

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