QXO INC QXO
COM NEW · Common Stock · CUSIP 82846H405 · ISIN US82846H4056
- SectorIndustrials
- IndustryWholesale-Lumber & Other Construction Materials
- HeadquartersGreenwich, CT
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($28.1m this quarter). Holder counts are more reliable. Shares outstanding: 1.0bn as of 2026-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $17.30. Options: 46 managers hold calls ($426.8m notional), 32 hold puts ($258.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2024 | 20 |
| Q3 2024 | 131 |
| Q4 2024 | 182 |
| Q1 2025 | 223 |
| Q2 2025 | 360 |
| Q3 2025 | 475 |
| Q4 2025 | 528 |
| Q1 2026 | 582 |
| Q2 2026 | 644 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 124 | 4 |
| Q4 2024 | 117 | 52 |
| Q1 2025 | 147 | 65 |
| Q2 2025 | 281 | 64 |
| Q3 2025 | 350 | 120 |
| Q4 2025 | 316 | 182 |
| Q1 2026 | 362 | 174 |
| Q2 2026 | 449 | 192 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $90.7m | $90.2m | 0.99 |
| Q4 2025 | $104.8m | $98.4m | 0.94 |
| Q1 2026 | $160.2m | $105.4m | 0.66 |
| Q2 2026 | $426.8m | $258.9m | 0.61 |
Biggest buyers
| BAILLIE GIFFORD & CO | Added | +34.2m |
| BlackRock, Inc. | Added | +21.3m |
| UBS Group AG | Added | +15.0m |
| MORGAN STANLEY | Added | +11.9m |
| Invesco Ltd. | Added | +10.0m |
| Balyasny Asset Management L.P. | Added | +7.6m |
| MILLENNIUM MANAGEMENT LLC | Added | +7.2m |
| Schonfeld Strategic Advisors LLC | Added | +6.8m |
| HRT FINANCIAL LP | Added | +6.6m |
| FIL Ltd | Added | +5.4m |
Biggest sellers
| Cercano Management LLC | Reduced | -4.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -4.3m |
| FMR LLC | Reduced | -3.4m |
| Hood River Capital Management LLC | Reduced | -3.2m |
| T. Rowe Price Investment Management, Inc. | Reduced | -2.7m |
| BESSEMER GROUP INC | Reduced | -1.6m |
| GILDER GAGNON HOWE & CO LLC | Reduced | -1.2m |
| Zimmer Partners, LP | Reduced | -1.0m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -723.9k |
| Focus Partners Wealth | Sold out | -715.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $76.1m4.4m shares |
| JANE STREET GROUP, LLC | Added | $72.6m4.2m shares |
| CITADEL ADVISORS LLC | Added | $39.7m2.3m shares |
| GROUP ONE TRADING LLC | Added | $23.4m1.4m shares |
| IMC-Chicago, LLC | Added | $21.8m1.3m shares |
| SIMPLEX TRADING, LLC | Added | $21.1m1.2m shares |
| Balyasny Asset Management L.P. | Added | $20.7m1.2m shares |
| Caption Management, LLC | New | $20.5m1.2m shares |
| Centiva Capital, LP | New | $19.7m1.1m shares |
| MILLENNIUM MANAGEMENT LLC | New | $17.8m1.0m shares |
Biggest puts
| Balyasny Asset Management L.P. | New | $62.2m3.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $39.7m2.3m shares |
| JANE STREET GROUP, LLC | Added | $26.9m1.6m shares |
| CITADEL ADVISORS LLC | Added | $18.2m1.1m shares |
| GOLDMAN SACHS GROUP INC | New | $17.9m1.0m shares |
| IMC-Chicago, LLC | Added | $17.5m1.0m shares |
| Walleye Trading LLC | Added | $11.7m677.0k shares |
| Caption Management, LLC | New | $11.2m647.8k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | $7.4m430.0k shares |
| Westchester Capital Management, LLC | New | $6.2m356.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Jacobs Private Equity II, LLC
13D · may seek influence
-13.1 pts · filed 2026-04-20
Stated purposeItem 4 is hereby amended and supplemented to include the following: On April 18, 2026, the Company, Titanium MergerCo, Inc., ("Titanium Merger Sub"), Titanium MergerCo 2, LLC. ("Forward Merger Sub") and TopBuild Corp. ("TopBuild") entered into an Agreement and Plan of Merger (the "Merger Agreement"), pursuant to which at closing, (i) Titanium Merger Sub will be merged with and into TopBuild, the separate corporate existence of Titanium Merger Sub will thereupon cease and TopBuild shall continue as the surviving corporation and a wholly owned subsidiary of the Company (the "Titanium Merger") and (ii) immediately following the Titanium Merger, TopBuild will be merged with and into Forward Merger Sub, the separate corporate existence of TopBuild will thereupon cease and Forward Merger Sub sh… Full filing |
35.9% |
| ORBIS INVESTMENT MANAGEMENT LTD 13G · institution no change · filed 2026-08-14 | 10.2% |
| MORGAN STANLEY 13G · institution +2.4 pts · filed 2026-02-12 | 8.6% |
| Invesco Ltd. 13G · institution +1.7 pts · filed 2026-08-13 | 6.7% |
Fell to 5% or below in the last year: BlackRock, Inc. (4.1%, 2026-10-27), BAILLIE GIFFORD & CO (4.5%, 2026-10-21), VANGUARD GROUP INC (0.0%, 2026-03-27), MFN Partners, LP (4.5%, 2026-02-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.08% of their portfolio | 86.5m $1.5bn | Added +11.9m |
| Orbis Allan Gray Ltd 4.39% of their portfolio | 74.0m $1.3bn | Unchanged |
| Invesco Ltd. 0.07% of their portfolio | 48.1m $831.3m | Added +10.0m |
| BAILLIE GIFFORD & CO 0.75% of their portfolio | 47.9m $827.2m | Added +34.2m |
| BlackRock, Inc. 0.01% of their portfolio | 46.5m $804.2m | Added +21.3m |
| Affinity Partners GP LP 100.00% of their portfolio | 32.7m $565.0m | Added +12.1k |
| UBS Group AG 0.08% of their portfolio | 30.2m $521.5m | Added +15.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 29.7m $513.0m | Added +1.4m |
| FRED ALGER MANAGEMENT, LLC 1.58% of their portfolio | 27.4m $472.8m | Added +5.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 27.1m $467.8m | Added +1.4m |
| Alpha Wave Global, LP 6.75% of their portfolio | 24.4m $421.5m | Unchanged |
| MFN Partners Management, LP 8.38% of their portfolio | 23.5m $405.3m | Unchanged |
| Finepoint Capital LP 67.89% of their portfolio | 18.1m $313.0m | Added +4.3m |
| HRTG GPE, LLC 9.28% of their portfolio | 13.3m $230.2m | Unchanged |
| Maniro Ltd 46.71% of their portfolio | 12.0m $208.2m | Added +1.1m |
| Consulta Ltd 7.48% of their portfolio | 12.0m $207.4m | Added +1.0m |
| NORGES BANK 0.02% of their portfolio | 11.6m $200.7m | Not comparable |
| MTCO Ltd. 69.69% of their portfolio | 10.9m $189.1m | Unchanged |
| STATE STREET CORP 0.01% of their portfolio | 10.8m $186.1m | Added +571.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 9.3m $165.7m | Reduced -106.5k |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 100.00% of their portfolio | 8.1m $139.5m | Unchanged |
| Balyasny Asset Management L.P. 0.25% of their portfolio | 7.8m $134.1m | Added +7.6m |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 7.3m $126.0m | Added +7.2m |
| Patient Capital Management, LLC 4.10% of their portfolio | 7.1m $123.3m | Added +358.3k |
| Schonfeld Strategic Advisors LLC 0.63% of their portfolio | 6.9m $119.7m | Added +6.8m |
| HRT FINANCIAL LP 0.27% of their portfolio | 6.6m $114.8m | Added +6.6m |
| FIL Ltd 0.08% of their portfolio | 6.6m $113.3m | Added +5.4m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 5.9m $102.5m | Added +2.2m |
| Impax Asset Management Group plc 0.66% of their portfolio | 5.9m $101.3m | Added +1.1m |
| SOFTBANK GROUP CORP. 0.52% of their portfolio | 5.5m $94.5m | Unchanged |
| Sound Shore Management Inc /CT/ 2.77% of their portfolio | 5.2m $89.8m | Added +1.3m |
| Hood River Capital Management LLC 0.62% of their portfolio | 4.9m $85.3m | Reduced -3.2m |
| FIRST MANHATTAN CO. LLC. 0.21% of their portfolio | 4.9m $84.1m | Added +3.2m |
| Blue Whale Capital LLP 2.64% of their portfolio | 4.8m $83.2m | Added +3.0m |
| GILDER GAGNON HOWE & CO LLC 0.85% of their portfolio | 4.8m $82.7m | Reduced -1.2m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 4.7m $81.9m | Added +2.6m |
| Forest Avenue Capital Management LP 3.33% of their portfolio | 4.6m $79.2m | Reduced -37.1k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.39% of their portfolio | 4.5m $78.3m | Added +3.8m |
| MADRONE ADVISORS, LLC 5.22% of their portfolio | 4.2m $72.8m | Unchanged |
| Liberty Mutual Group Asset Management Inc. 6.16% of their portfolio | 4.1m $70.6m | Unchanged |
| Select Equity Group, L.P. 0.35% of their portfolio | 3.9m $66.7m | Added +1.3m |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 3.8m $66.3m | Reduced -2.7m |
| Spyglass Capital Management LLC 3.41% of their portfolio | 3.6m $63.0m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 3.6m $61.7m | Added +268.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio | 3.5m $61.0m | Added +2.7m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 3.4m $59.4m | Added +286.5k |
| FEDERATED HERMES, INC. 0.08% of their portfolio | 3.3m $57.2m | Unchanged |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 2.9m $49.9m | Added +1.2m |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.09% of their portfolio | 2.9m $49.8m | Added +1.5m |
| ExodusPoint Capital Management, LP 0.45% of their portfolio | 2.8m $48.6m | Added +2.6m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 2.8m $50.0m | Reduced -671.0k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 2.7m $46.7m | Added +162.0k |
| CI INVESTMENTS INC. 0.15% of their portfolio | 2.7m $46.6m | Added +100.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.6m $44.9m | Added +865.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.6m $44.8m | Reduced -318.3k |
| Lionstone Capital Management LLC 10.16% of their portfolio | 2.6m $44.2m | Added +226.1k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 2.6m $44.1m | Reduced -488 |
| Epoch Investment Partners, Inc. 0.23% of their portfolio | 2.4m $41.2m | Added +286.7k |
| Daiwa Securities Group Inc. 0.09% of their portfolio | 2.4m $40.9m | New |
| Granahan Investment Management, LLC 1.43% of their portfolio | 2.3m $40.2m | Added +818.1k |
| LPL Financial LLC 0.01% of their portfolio | 2.3m $39.2m | Added +764.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 2.1m $36.6m | Added +225.7k |
| Paralel Advisors LLC 1.37% of their portfolio | 2.0m $35.4m | Added +550.0k |
| Weiss Asset Management LP 0.39% of their portfolio | 2.0m $34.5m | Not comparable |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 2.0m $34.0m | Added +652.3k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.9m $33.3m | Added +212.2k |
| Woodson Capital Management, LP 5.50% of their portfolio | 1.9m $32.8m | Added +480.0k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 1.8m $30.4m | New |
| Virtu Financial LLC 0.94% of their portfolio | 1.7m $30.0m | New |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 1.7m $27.8m | Reduced -346.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.7m $28.8m | Added +238.9k |
| FISHMAN JAY A LTD/MI 2.17% of their portfolio | 1.6m $27.3m | Added +361.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 1.5m $26.6m | Added +629.5k |
| Gotham Asset Management, LLC 0.06% of their portfolio | 1.5m $25.4m | Added +1.4m |
| BRAUN STACEY ASSOCIATES INC 0.72% of their portfolio | 1.5m $25.3m | Added +130.0k |
| TD Asset Management Inc 0.02% of their portfolio | 1.5m $25.2m | Added +116.6k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.4m $24.1m | Reduced -67.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.4m $23.6m | Added +40.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 1.3m $23.0m | Added +282.7k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 1.3m $22.9m | Added +1.1m |
| MOORE CAPITAL MANAGEMENT, LP 0.51% of their portfolio | 1.3m $22.3m | Added +1.3m |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.89% of their portfolio | 1.2m $21.5m | Reduced -133.7k |
| FMR LLC 0.00% of their portfolio | 1.2m $20.8m | Reduced -3.4m |
| Swiss National Bank 0.01% of their portfolio | 1.2m $20.7m | Reduced -1.1k |
| Catawba River Capital 9.17% of their portfolio | 1.2m $20.5m | Added +44.0k |
| Barrier Capital Management, LLC 14.70% of their portfolio | 1.2m $20.1m | Reduced -80.4k |
| Nuveen, LLC 0.00% of their portfolio | 1.2m $20.1m | Reduced -3.9k |
| Tsai Capital Corp 14.74% of their portfolio | 1.2m $19.9m | Reduced -148.7k |
| Taikang Asset Management (Hong Kong) Co Ltd 1.69% of their portfolio | 1.1m $18.6m | Added +172.3k |
| OMERS ADMINISTRATION Corp 0.11% of their portfolio | 1.0m $18.1m | Added +300.6k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 1.0m $17.6m | Reduced -23.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.16% of their portfolio | 1.0m $17.5m | Added +157.2k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% of their portfolio | 1.0m $17.4m | Added +65.4k |
| Ghisallo Capital Management LLC 0.34% of their portfolio | 1.0m $17.3m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 975.6k $16.9m | Added +15.3k |
| Amundi 0.00% of their portfolio | 963.6k $16.7m | Reduced -300.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 927.5k $16.0m | Added +599.4k |
| SummitTX Capital, L.P. 0.42% of their portfolio | 926.7k $16.0m | New |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 923.6k $16.0m | Added +19.1k |
| USS Investment Management Ltd 0.06% of their portfolio | 915.0k $15.9m | New |