| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| ORBIS INVESTMENT MANAGEMENT LTD | 20% | +4.2% | $498,776,866 | +$20,944,625 | 32,966,085 | +4.4% | Orbis Investment Management Limited | 31 Dec 2025 |
| MFN Partners, LP | 19% | $433,449,306 | 32,154,993 | MFN Partners, LP | 31 Dec 2024 | |||
| BlackRock, Inc. | 14% | $304,468,244 | 22,586,665 | BlackRock, Inc. | 31 Dec 2024 | |||
| VANGUARD GROUP INC | 11% | $231,906,159 | 17,203,721 | The Vanguard Group | 31 Dec 2024 | |||
| Finepoint Capital LP | 5.7% | $142,052,378 | 9,388,789 | Finepoint Capital LP | 31 Dec 2025 | |||
| WELLINGTON MANAGEMENT GROUP LLP | 2.9% | -47% | $71,286,266 | -$68,808,774 | 4,711,584 | -49% | Wellington Management Group LLP | 31 Dec 2025 |
As of 31 Dec 2025, 261 institutional investors reported holding 176,825,750 shares of RXO, Inc. - Common Stock, $0.01 Par Value (RXO). This represents 108% of the company’s total 164,010,373 outstanding shares.
The largest institutional shareholders of RXO, Inc. - Common Stock, $0.01 Par Value (RXO) together control 97% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Orbis Allan Gray Ltd | 21% | 34,677,755 | +6.5% | 1.8% | $438,326,823 |
| MFN Partners Management, LP | 17% | 27,577,666 | 0% | 7.4% | $348,581,698 |
| BlackRock, Inc. | 15% | 23,898,078 | +0.29% | 0.01% | $302,071,707 |
| VANGUARD GROUP INC | 11% | 17,309,811 | +0.54% | 0% | $218,796,012 |
| Finepoint Capital LP | 5.7% | 9,388,789 | +29% | 22% | $118,674,293 |
| FIL Ltd | 4% | 6,564,000 | +0.21% | 0.06% | $82,968,960 |
| STATE STREET CORP | 3.9% | 6,370,232 | +3.7% | 0% | $80,519,732 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.9% | 4,711,584 | -53% | 0.01% | $59,554,421 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 3,876,488 | +0.47% | 0% | $49,008,124 |
| Douglas Lane & Associates, LLC | 2.1% | 3,406,743 | -12% | 0.59% | $43,061,235 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5% | 2,421,199 | +4.3% | 0% | $30,603,955 |
| MORGAN STANLEY | 1.3% | 2,211,797 | +31% | 0% | $27,957,123 |
| Hood River Capital Management LLC | 1.2% | 1,993,491 | +44% | 0.28% | $25,197,726 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 0.95% | 1,561,071 | +56% | 0.21% | $19,731,937 |
| DIMENSIONAL FUND ADVISORS LP | 0.94% | 1,543,948 | -6.9% | 0% | $19,515,887 |
| UBS Group AG | 0.93% | 1,519,650 | -30% | 0% | $19,208,375 |
| NORTHERN TRUST CORP | 0.88% | 1,435,294 | -8% | 0% | $18,142,117 |
| Swedbank AB | 0.83% | 1,358,000 | -8.9% | 0.02% | $17,165,120 |
| GOLDMAN SACHS GROUP INC | 0.82% | 1,346,454 | +37% | 0% | $17,019,178 |
| Invesco Ltd. | 0.72% | 1,172,748 | +23% | 0% | $14,823,535 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.68% | 1,110,413 | +21% | 0% | $14,035,620 |
| Bank of New York Mellon Corp | 0.59% | 973,685 | -0.83% | 0% | $12,307,375 |
| Penn Capital Management Company, LLC | 0.59% | 960,118 | +1.7% | 0.97% | $12,168,679 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 0.54% | 888,005 | 0.11% | $11,224,384 | |
| FRED ALGER MANAGEMENT, LLC | 0.53% | 861,684 | -7.4% | 0.04% | $10,891,686 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 176,825,750 | $2,235,321,817 | -$13,739,018 | $12.64 | 261 |
| 2025 Q3 | 177,742,853 | $2,733,771,809 | +$69,585,607 | $15.38 | 261 |
| 2025 Q2 | 172,812,805 | $2,716,755,984 | -$48,861,817 | $15.72 | 265 |
| 2025 Q1 | 174,947,753 | $3,341,353,356 | +$89,034,146 | $19.10 | 256 |
| 2024 Q4 | 169,624,090 | $4,043,951,964 | +$114,067,046 | $23.84 | 273 |
| 2024 Q3 | 163,763,381 | $4,586,372,416 | +$1,138,664,339 | $28.00 | 275 |
| 2024 Q2 | 120,202,659 | $3,143,765,945 | +$97,708,985 | $26.15 | 239 |
| 2024 Q1 | 116,863,475 | $2,555,521,515 | +$21,960,035 | $21.87 | 236 |
| 2023 Q4 | 115,710,513 | $2,691,437,680 | +$25,579,541 | $23.26 | 251 |
| 2023 Q3 | 114,457,775 | $2,258,247,342 | +$37,716,861 | $19.73 | 241 |
| 2023 Q2 | 112,353,559 | $2,546,329,512 | +$53,365,705 | $22.67 | 268 |
| 2023 Q1 | 110,230,177 | $2,164,715,373 | +$204,250,063 | $19.64 | 269 |
| 2022 Q4 | 101,573,641 | $1,747,035,786 | +$1,735,674,980 | $17.20 | 284 |
| 2022 Q3 | 0 | $0 | -$264,378 | $14.60 | 0 |
| 2022 Q2 | 16,314 | $370,927 | +$264,378 | $22.79 | 2 |