| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MFN Partners, LP | 19% | $452,420,752 | 32,154,993 | MFN Partners, LP | 31 Dec 2024 | |||
| ORBIS INVESTMENT MANAGEMENT LTD | 19% | +2.6% | $485,727,684 | +$12,758,664 | 31,581,774 | +2.7% | Orbis Investment Management Limited | 30 Sep 2025 |
| BlackRock, Inc. | 14% | $317,794,377 | 22,586,665 | BlackRock, Inc. | 31 Dec 2024 | |||
| VANGUARD GROUP INC | 11% | $242,056,354 | 17,203,721 | The Vanguard Group | 31 Dec 2024 | |||
| WELLINGTON MANAGEMENT GROUP LLP | 5.7% | $130,280,053 | 9,259,421 | Wellington Management Group LLP | 31 Mar 2025 |
As of 30 Sep 2025, 260 institutional investors reported holding 177,742,763 shares of RXO, Inc. - Common Stock, $0.01 Par Value (RXO). This represents 109% of the company’s total 163,636,135 outstanding shares.
The largest institutional shareholders of RXO, Inc. - Common Stock, $0.01 Par Value (RXO) together control 98% 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 | 20% | 32,573,158 | +3.8% | 2.2% | $500,975,170 |
| MFN Partners Management, LP | 17% | 27,577,666 | 0% | 8.6% | $424,144,503 |
| BlackRock, Inc. | 15% | 23,829,947 | +8% | 0.01% | $366,504,585 |
| VANGUARD GROUP INC | 11% | 17,216,681 | +1.4% | 0% | $264,792,554 |
| WELLINGTON MANAGEMENT GROUP LLP | 6.1% | 9,998,681 | +7.9% | 0.03% | $153,779,714 |
| Finepoint Capital LP | 4.4% | 7,266,839 | 21% | $111,763,984 | |
| FIL Ltd | 4% | 6,550,000 | -0.07% | 0.08% | $100,739,000 |
| STATE STREET CORP | 3.8% | 6,140,179 | +5.5% | 0% | $94,435,953 |
| Douglas Lane & Associates, LLC | 2.4% | 3,866,005 | +3.4% | 0.83% | $59,459,151 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 3,858,378 | +6.8% | 0% | $59,352,212 |
| FRANKLIN RESOURCES INC | 1.4% | 2,328,843 | +91% | 0.01% | $35,817,605 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4% | 2,320,731 | +11% | 0.01% | $35,692,843 |
| UBS Group AG | 1.3% | 2,159,907 | +46% | 0.01% | $33,219,370 |
| MORGAN STANLEY | 1% | 1,690,369 | -2.4% | 0% | $25,997,878 |
| DIMENSIONAL FUND ADVISORS LP | 1% | 1,658,817 | -10% | 0.01% | $25,510,683 |
| NORTHERN TRUST CORP | 0.95% | 1,560,130 | +5.3% | 0% | $23,994,800 |
| Swedbank AB | 0.91% | 1,490,000 | -3.4% | 0.02% | $22,916,200 |
| Hood River Capital Management LLC | 0.85% | 1,388,549 | +113% | 0.25% | $21,355,884 |
| Nuveen, LLC | 0.64% | 1,040,728 | -0.5% | 0% | $16,006,397 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 0.61% | 1,003,759 | -44% | 0.14% | $15,437,818 |
| GOLDMAN SACHS GROUP INC | 0.6% | 984,360 | -11% | 0% | $15,139,457 |
| Bank of New York Mellon Corp | 0.6% | 981,844 | +4.3% | 0% | $15,100,768 |
| Invesco Ltd. | 0.58% | 956,349 | +16% | 0% | $14,708,649 |
| Penn Capital Management Company, LLC | 0.58% | 944,096 | -6% | 1.1% | $14,558,298 |
| FRED ALGER MANAGEMENT, LLC | 0.57% | 930,143 | -7.4% | 0.06% | $14,305,600 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,943,905 | $75,257,501 | +$11,600,154 | $12.64 | 24 |
| 2025 Q3 | 177,742,763 | $2,733,770,424 | +$69,585,526 | $15.38 | 260 |
| 2025 Q2 | 172,812,805 | $2,716,755,984 | -$48,861,722 | $15.72 | 265 |
| 2025 Q1 | 174,947,753 | $3,341,353,515 | +$89,034,268 | $19.10 | 256 |
| 2024 Q4 | 169,624,147 | $4,043,966,128 | +$143,582,893 | $23.84 | 273 |
| 2024 Q3 | 162,525,142 | $4,551,702,070 | +$1,105,555,712 | $28.00 | 277 |
| 2024 Q2 | 120,212,414 | $3,144,020,743 | +$112,759,253 | $26.15 | 240 |
| 2024 Q1 | 115,774,209 | $2,531,699,626 | +$734,324 | $21.87 | 237 |
| 2023 Q4 | 3,273,354 | $76,138,214 | +$3,605,067 | $23.26 | 2 |
| 2023 Q3 | 110,335,459 | $2,176,913,651 | +$32,796,186 | $19.73 | 236 |
| 2023 Q2 | 108,518,002 | $2,459,377,156 | +$28,552,142 | $22.67 | 262 |
| 2023 Q1 | 107,717,397 | $2,115,364,610 | +$168,673,517 | $19.64 | 265 |
| 2022 Q4 | 100,707,575 | $1,732,138,351 | +$1,714,578,328 | $17.20 | 274 |
| 2022 Q3 | 0 | $0 | -$264,378 | $12.64 | 0 |
| 2022 Q2 | 16,314 | $370,927 | +$264,378 | $22.79 | 2 |