262 tracked 13F filers disclose a position in RXO as of the latest SEC 13F filings, a combined $3.9B 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orbis Allan Gray Ltd | $1.0B | 36.4M | —Held | Q2 2026 | |
| 2 | MFN Partners Management, LP | $775.6M | 28.1M | —Held | Q2 2026 | |
| 3 | BlackRock, Inc. | $353.3M | 24.2M | ▲+1.1% Added · +268K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $132.1M | 9.0M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $107.8M | 7.4M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $183.7M | 6.7M | ▲+1.4% Added · +90K sh | Q2 2026 | |
| 7 | FIL Ltd | $95.8M | 6.5M | ▼−0.2% Reduced · −14K sh | Q1 2026 | |
| 8 | Hood River Capital Management LLC | $178.7M | 6.5M | ▲+46% Added · +2.0M sh | Q2 2026 | |
| 9 | Finepoint Capital LP | $147.8M | 5.4M | ▼−47% Reduced · −4.7M sh | Q2 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $117.8M | 4.3M | ▲+7.1% Added · +282K sh | Q2 2026 | |
| 11 | Douglas Lane & Associates, LLC | $92.3M | 3.3M | ▼−4.6% Reduced · −160K sh | Q2 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $38.1M | 2.6M | ▲+7.6% Added · +184K sh | Q1 2026 | |
| 13 | Boston Partners | $36.5M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 14 | UBS Group AG | $31.0M | 2.1M | ▲+39% Added · +598K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $29.9M | 2.0M | ▲+33% Added · +505K sh | Q1 2026 | |
| 16 | KENNEDY CAPITAL MANAGEMENT LLC | $24.8M | 1.7M | ▲+136% Added · +976K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $21.9M | 1.5M | ▲+4.4% Added · +64K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $18.3M | 1.2M | ▼−44% Reduced · −963K sh | Q1 2026 | |
| 19 | EMERALD ADVISERS, LLC | $32.4M | 1.2M | ▲+168% Added · +736K sh | Q2 2026 | |
| 20 | Swedbank AB | $16.9M | 1.2M | ▼−15% Reduced · −200K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $16.2M | 1.1M | ▼−18% Reduced · −238K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $15.6M | 1.1M | →First observed position No prior filed position | Q1 2026 | |
| 23 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $15.5M | 1.1M | ▼−4.6% Reduced · −51K sh | Q1 2026 | |
| 24 | Divisar Capital Management LLC | $15.4M | 1.1M | ▲+90% Added · +498K sh | Q1 2026 | |
| 25 | FRONTIER CAPITAL MANAGEMENT CO LLC | $28.3M | 1.0M | ▼−61% Reduced · −1.6M 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.
Last quarter, 6 funds opened a new position in RXO and 21 added to an existing one, while 14 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).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 132 funds | $162.9B |
| NVIDIA CORPNVDA | 130 funds | $319.9B |
| MICROSOFT CORPMSFT | 129 funds | $218.6B |
| BROADCOM INCAVGO | 128 funds | $122.5B |
| ALPHABET INC-CL CGOOG | 128 funds | $101.3B |
| ALPHABET INC-CL AGOOGL | 127 funds | $128.8B |
| ELI LILLY & COLLY | 127 funds | $70.8B |
| APPLE INCAAPL | 126 funds | $234.6B |
| META PLATFORMS INC-CLASS AMETA | 126 funds | $90.1B |
| MICRON TECHNOLOGY INCMU | 126 funds | $34.9B |
| UNITEDHEALTH GROUP INCUNH | 126 funds | $21.6B |
| VISA INC-CLASS A SHARESV | 125 funds | $49.2B |
Ranked by how many of RXO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 12, 2026 | MFN Partners GP, LLC | 10% Owner | Buy (P) | 532K | $6.4M |
| Nov 20, 2025 | Cooper Troy A. | Director | Buy (P) | 8K | $88K |
| Nov 17, 2025 | Kingshott Adrian | Director | Buy (P) | 9K | $101K |
| Nov 10, 2025 | Wilkerson Andrew M. | Chief Executive Officer, Director | Buy (P) | 8K | $100K |
| Nov 10, 2025 | Wilkerson Andrew M. | Chief Executive Officer, Director | Buy (P) | 4K | $49K |
| Nov 10, 2025 | Kerr Jason S. | Chief Accounting Officer | Sell (S) | 33K | $386K |
| Nov 7, 2025 | Szlosek Thomas A | Director | Buy (P) | 20K | $251K |
| May 14, 2025 | Szlosek Thomas A | Director | Buy (P) | 8K | $125K |
| May 9, 2025 | Szlosek Thomas A | Director | Buy (P) | 9K | $125K |
| Nov 12, 2024 | Nettles Michelle | Director | Buy (P) | 2K | $50K |
| Aug 12, 2024 | NANJI FARHAD | 10% Owner | Buy (P) | 10.3M | $207.5M |
| May 9, 2024 | MFN Partners, LP | 10% Owner | Buy (P) | 61 | $1K |
Connected entities for RXO
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RXO/capital-change-brief"
Use Arkolith's capital_change_brief for RXO. 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 RXO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.