Xos, Inc. - Common Stock, par value $0.0001 (XOS)
CUSIP: 98423B306
Q4 2023 13F Holders as of 31 Dec 2023
- Type / Class
- Equity / Common Stock, par value $0.0001
- Shares outstanding
- 11,694,721
- Total 13F shares
- 102,032
- Share change
- +102,032
- Total reported value
- $810,315
- Price per share
- $7.98
- Number of holders
- 15
- Value change
- +$810,315
- Number of buys
- 15
Quarterly Holders Quick Answers
What is CUSIP 98423B306?
CUSIP 98423B306 identifies XOS - Xos, Inc. - Common Stock, par value $0.0001 in SEC institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Newer quarter: Q1 2024
Recent filing periods for CUSIP 98423B306:
Top shareholders of XOS - Xos, Inc. - Common Stock, par value $0.0001 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Jose Castaneda |
3/4/5
|
VP, Business Development |
—
class O/S missing
|
1,212,195
|
$8,703,560 | — | 30 Oct 2023 | |
| Robert Ferber |
3/4/5
|
Chief Technology Officer |
—
class O/S missing
|
942,287
|
$6,765,621 | — | 10 Oct 2023 | |
| Anousheh Ansari |
3/4/5
|
Director |
—
class O/S missing
|
697,032
|
$5,004,690 | — | 12 Jun 2023 | |
| Burt Jordan |
3/4/5
|
Director |
—
class O/S missing
|
649,073
|
$4,660,344 | — | 12 Jun 2023 | |
| Kingsley Afemikhe |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
580,221
|
$4,165,987 | — | 10 May 2023 | |
| Sara Mathew |
3/4/5
|
Director |
—
class O/S missing
|
504,063
|
$3,619,173 | — | 30 Sep 2022 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
1,997,091
|
$686,600 | — | 30 Sep 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
633,540
|
$217,873 | — | 30 Sep 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
527,892
|
$181,489 | — | 30 Sep 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
181,707
|
$62,471 | — | 30 Sep 2023 | |
| CAHABA WEALTH MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
161,119
|
$55,393 | — | 30 Sep 2023 | |
| CKW FINANCIAL GROUP |
13F
|
Company |
—
class O/S missing
|
149,608
|
$51,000 | — | 30 Sep 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
120,820
|
$41,538 | — | 30 Sep 2023 | |
| Diversified Trust Co |
13F
|
Company |
—
class O/S missing
|
115,085
|
$39,566 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
105,133
|
$36,145 | — | 30 Sep 2023 | |
| Cresset Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
75,000
|
$25,785 | — | 30 Sep 2023 | |
| Shay Capital LLC |
13F
|
Company |
—
class O/S missing
|
74,015
|
$25,446 | — | 30 Sep 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
mixed-class rows
|
160,665
mixed-class rows
|
$18,049 | — | 30 Sep 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
39,905
|
$13,719 | — | 30 Sep 2023 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
—
class O/S missing
|
37,785
|
$13,000 | — | 30 Sep 2023 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
—
class O/S missing
|
35,000
|
$12,033 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
30,453
|
$10,445 | — | 30 Sep 2023 | |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP |
13F
|
Company |
—
class O/S missing
|
466,666
|
$9,800 | — | 30 Sep 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
28,446
|
$9,780 | — | 30 Sep 2023 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
23,785
|
$8,177 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
21,203
mixed-class rows
|
$7,177 | — | 30 Sep 2023 | |
| LMR Partners LLP |
13F
|
Company |
—
class O/S missing
|
249,820
|
$6,995 | — | 30 Sep 2023 | |
| Walleye Capital LLC |
13F
|
Company |
—
class O/S missing
|
227,278
|
$6,364 | — | 30 Sep 2023 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
—
class O/S missing
|
17,000
|
$5,845 | — | 30 Sep 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
15,100
|
$5,000 | — | 30 Sep 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
class O/S missing
|
13,812
|
$4,751 | — | 30 Sep 2023 | |
| CERTUITY, LLC |
13F
|
Company |
—
class O/S missing
|
13,812
|
$4,749 | — | 30 Sep 2023 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
11,508
|
$3,956 | — | 30 Sep 2023 | |
| Taconic Capital Advisors LP |
13F
|
Company |
—
class O/S missing
|
133,332
|
$3,733 | — | 30 Sep 2023 | |
| Fisher Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
10,218
|
$3,513 | — | 30 Sep 2023 | |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
10,000
|
$3,438 | — | 30 Sep 2023 | |
| CVI Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
121,822
|
$3,411 | — | 30 Sep 2023 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
8,111
|
$2,789 | — | 30 Sep 2023 | |
| Federation Des Caisses Desjardins du Quebec |
13F
|
Individual |
—
mixed-class rows
|
7,833
mixed-class rows
|
$2,589 | — | 30 Sep 2023 | |
| Strategic Blueprint, LLC |
13F
|
Company |
—
class O/S missing
|
75,073
|
$2,102 | — | 30 Sep 2023 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
—
class O/S missing
|
6,026
|
$2,072 | — | 30 Sep 2023 | |
| Vestcor Inc |
13F
|
Company |
—
class O/S missing
|
62,598
|
$2,000 | — | 30 Sep 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
5,441
|
$1,870 | — | 30 Sep 2023 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
54,993
|
$1,000 | — | 30 Sep 2023 | |
| BENJAMIN F. EDWARDS & COMPANY, INC. |
13F
|
Company |
—
class O/S missing
|
3,000
|
$1,000 | — | 30 Sep 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,850
|
$1,000 | — | 30 Sep 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
32,416
|
$908 | — | 30 Sep 2023 | |
| Castle Creek Arbitrage, LLC |
13F
|
Company |
—
class O/S missing
|
33,333
|
$817 | — | 30 Sep 2023 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
1,650
|
$567 | — | 30 Sep 2023 | |
| ORG Partners LLC |
13F
|
Company |
—
class O/S missing
|
1,600
|
$550 | — | 30 Sep 2023 |
Institutional Holders of Xos, Inc. - Common Stock, par value $0.0001 (XOS) as of Q4 2023
As of 31 Dec 2023,
Xos, Inc. - Common Stock, par value $0.0001 (XOS) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
102,032 shares.
The largest 10 holders included
VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, CKW FINANCIAL GROUP, BlackRock Inc., UBS Group AG, BANK OF AMERICA CORP /DE/, Tower Research Capital LLC (TRC), ROYAL BANK OF CANADA, Federation des caisses Desjardins du Quebec, and MORGAN STANLEY.
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q4 2025 Across Filers
Q4 2025 holders
27
Q4 2023 holders
15
Holder diff
-12
| Investor | Q4 2025 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q4 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.