GXO

Gxo Logistics Inc
IndustrialsUSCUSIP 36262G101◍ Confluence graph
Tracked 13F Holders
420
-171 QoQ
13F Value (tracked)
$5.7B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)33 adding · 22 trimming
Insider net (180d)$0

Who owns GXO?

420 tracked 13F filers

420 tracked 13F filers disclose a position in GXO as of the latest SEC 13F filings, a combined $5.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Orbis Allan Gray Ltd
$680.6M
13.4M
Held
Q2 2026
2BlackRock, Inc.
$535.4M
10.3M
+3.0%
Added · +306K sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$266.7M
5.1M
First observed position
No prior filed position
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$255.9M
4.9M
First observed position
No prior filed position
Q1 2026
5DIMENSIONAL FUND ADVISORS LP
$252.3M
4.9M
+8.3%
Added · +371K sh
Q1 2026
6Clearbridge Investments, LLC
$245.2M
4.7M
−0.3%
Reduced · −13K sh
Q1 2026
7Focus Partners Wealth
$217.0M
4.2M
+21%
Added · +735K sh
Q1 2026
8STATE STREET CORP
$194.5M
3.8M
+6.1%
Added · +220K sh
Q2 2026
9River Road Asset Management, LLC
$183.6M
3.5M
+20%
Added · +598K sh
Q1 2026
10FMR LLC
$176.6M
3.4M
+15%
Added · +438K sh
Q1 2026
11SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
$168.5M
3.3M
Held
Q1 2026
12Khrom Capital Management LLC
$144.7M
2.9M
+43%
Added · +865K sh
Q2 2026
13Neuberger Berman Group LLC
$123.1M
2.4M
−22%
Reduced · −683K sh
Q1 2026
14ALLIANCEBERNSTEIN L.P.
$121.1M
2.3M
−7.1%
Reduced · −177K sh
Q1 2026
15MORGAN STANLEY
$116.9M
2.3M
+80%
Added · +1.0M sh
Q1 2026
16GEODE CAPITAL MANAGEMENT, LLC
$108.2M
2.1M
+1.7%
Added · +35K sh
Q2 2026
17Swedbank AB
$76.2M
1.5M
−14%
Reduced · −230K sh
Q1 2026
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$64.6M
1.2M
+1.9%
Added · +23K sh
Q1 2026
19BROWN BROTHERS HARRIMAN & CO
$61.7M
1.2M
−11%
Reduced · −152K sh
Q2 2026
20VICTORY CAPITAL MANAGEMENT INC
$59.8M
1.2M
−3.2%
Reduced · −39K sh
Q1 2026
21SUMMITRY LLC
$58.2M
1.1M
+34%
Added · +292K sh
Q2 2026
22NORGES BANK
$57.6M
1.1M
+103%
Added · +554K sh
Q4 2025
23Global Alpha Capital Management Ltd.
$53.1M
1.0M
+13%
Added · +117K sh
Q2 2026
24NORTHERN TRUST CORP
$49.3M
951K
+1.2%
Added · +11K sh
Q1 2026
25Parsifal Capital Management, LP
$46.1M
909K
+6.8%
Added · +58K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is GXO being bought or sold by institutions?

Last quarter, 3 funds opened a new position in GXO and 30 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
30
funds
Reduced
22
funds
Exited
0
funds

Funds that own GXO also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT232 funds$240.0B
AMAZON.COM INCAMZN230 funds$180.4B
NVIDIA CORPNVDA229 funds$356.7B
META PLATFORMS INC-CLASS AMETA226 funds$104.5B
APPLE INCAAPL225 funds$262.9B
ALPHABET INC-CL AGOOGL222 funds$150.0B
ELI LILLY & COLLY222 funds$79.0B
JPMORGAN CHASE & COJPM221 funds$60.6B
BROADCOM INCAVGO218 funds$136.7B
COSTCO WHOLESALE CORPCOST218 funds$33.7B
ALPHABET INC-CL CGOOG216 funds$111.3B
CHEVRON CORPCVX216 funds$31.1B

Ranked by how many of GXO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Nov 28, 2025Cooper Todd CDirectorBuy (P)6K$304K
Jun 11, 2024Wilson MalcolmChief Executive Officer, DirectorBuy (P)10K$500K
Mar 8, 2024Ashe Gena LDirectorSell (S)13K$669K
Mar 7, 2024Ashe Gena LDirectorSell (S)5K$237K
Jan 3, 2024Ashe Gena LDirectorSell (S)10K$559K
Jan 3, 2024Ashe Gena LDirectorSell (S)900$53K
Jan 17, 2023Ashe Gena LDirectorSell (S)2K$112K
Nov 25, 2022Wilson MalcolmChief Executive Officer, DirectorBuy (P)4K$184K
Aug 11, 2022BRADLEY S JACOBSDirectorSell (S)5.2M$249.8M
Apr 13, 2022Jacobs Private Equity, LLC10% OwnerSell (S)5.4M$311.8M
Apr 13, 2022BRADLEY S JACOBSDirectorSell (S)5.4M$311.8M
Mar 1, 2022Ashe Gena LDirectorSell (S)4K$282K

Institutional ownership over time

231 funds-107 since Q3 2024
0201402Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.8B · 1 values withheld

Recent filings

15 shown

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Connected entities for GXO

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Ask your agent what changed in GXO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/GXO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for GXO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GXO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.