Vault-13

QXO INC QXO 5.5 05.15.28 B

5.50 DEP PFD · PUBLIC · CUSIP 82846H504

54 institutional holders +7 vs Q1 2026
10,370,00910.4m shares reported held*
$506.6mreported value*
11 new 18 added 13 reduced 4 sold out net sold ≈ $26.1m (-513.9k shares)

* 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. Holder counts are more reliable. Implied quarter-end price ≈ $48.85.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q2 25: 47Q3 25: 44Q4 25: 50Q1 26: 47Q2 26: 5454Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 202547
Q3 202544
Q4 202550
Q1 202647
Q2 202654

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 25: 25 bought or addedQ3 25: 19 cut or sold outQ3 25Q4 25: 23 bought or addedQ4 25: 20 cut or sold outQ4 25Q1 26: 24 bought or addedQ1 26: 28 cut or sold outQ1 26Q2 26: 29 bought or addedQ2 26: 17 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20252519
Q4 20252320
Q1 20262428
Q2 20262917

Biggest buyers

Orbis Allan Gray Ltd New +569,445+569.4k
Walleye Capital LLC New +350,000+350.0k
SUSQUEHANNA ADVISORS GROUP, INC. New +350,000+350.0k
WOLVERINE ASSET MANAGEMENT LLC Added +233,006+233.0k
FRANKLIN RESOURCES INC Added +190,000+190.0k
Clearbridge Investments, LLC Added +175,980+176.0k
Magnetar Financial LLC New +166,420+166.4k
TWO SIGMA INVESTMENTS, LP Added +164,069+164.1k
AMERIPRISE FINANCIAL INC Added +112,500+112.5k
ADVENT CAPITAL MANAGEMENT /DE/ Added +77,082+77.1k

Biggest sellers

VOYA INVESTMENT MANAGEMENT LLC Sold out -2,750,345-2.8m
BANK OF AMERICA CORP /DE/ Sold out -94,360-94.4k
BlackRock, Inc. Reduced -84,133-84.1k
BARCLAYS PLC Reduced -60,673-60.7k
BlueCrest Capital Management Ltd Reduced -23,897-23.9k
VAN ECK ASSOCIATES CORP Reduced -22,235-22.2k
Nicholas Investment Partners, LP Sold out -22,000-22.0k
JPMORGAN CHASE & CO Sold out -15,257-15.3k
JANE STREET GROUP, LLC Reduced -11,269-11.3k
Calamos Advisors LLC Reduced -8,297-8.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 1,566,9861.6m $76.4m $76.4m 0.02% Added +190.0k +190,000
2 MacKay Shields LLC 1.92% of their portfolio New York, NY 1,169,4881.2m $57.4m $57.4m 1.92% Reduced -873 -873
3 Calamos Advisors LLC 0.18% of their portfolio NAPERVILLE, IL 1,007,2911.0m $49.1m $49.1m 0.18% Reduced -8.3k -8,297
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 710,852710.9k $34.6m $34.6m 0.00% Reduced -84.1k -84,133
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 585,850585.9k $28.6m $28.6m 0.01% Added +112.5k +112,500
6 Orbis Allan Gray Ltd 0.10% of their portfolio HamiltoN, D0 569,445569.4k $27.8m $27.8m 0.10% New
7 WOLVERINE ASSET MANAGEMENT LLC 0.29% of their portfolio CHICAGO, IL 455,737455.7k $22.3m $22.3m 0.29% Added +233.0k +233,006
8 ADVENT CAPITAL MANAGEMENT /DE/ 0.50% of their portfolio NEW YORK, NY 444,547444.5k $21.8m $21.8m 0.50% Added +77.1k +77,082
9 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 414,721414.7k $20.2m $20.2m 0.02% Added +164.1k +164,069
10 Clearbridge Investments, LLC 0.02% of their portfolio NEW YORK, NY 413,455413.5k $20.2m $20.2m 0.02% Added +176.0k +175,980
11 SUSQUEHANNA ADVISORS GROUP, INC. 0.47% of their portfolio BALA CYNWYD, PA 350,000350.0k $17.1m $17.1m 0.47% New
12 Walleye Capital LLC 0.08% of their portfolio NEW YORK, NY 350,000350.0k $17.2m $17.2m 0.08% New
13 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 349,250349.2k $17.2m $17.2m 0.01% Added +300 +300
14 VAN ECK ASSOCIATES CORP 0.01% of their portfolio NEW YORK, NY 287,694287.7k $14.0m $14.0m 0.01% Reduced -22.2k -22,235
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 250,908250.9k $12.2m $12.2m 0.01% Reduced -3.0k -3,040
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 175,000175.0k $8.6m $8.6m 0.00% Added +31.0k +31,000
17 SSI INVESTMENT MANAGEMENT LLC 0.48% of their portfolio Los Angeles, CA 170,255170.3k $8.3m $8.3m 0.48% Reduced -2.2k -2,155
18 Magnetar Financial LLC 0.07% of their portfolio EVANSTON, IL 166,420166.4k $8.1m $8.1m 0.07% New
19 Alberta Investment Management Corp 0.04% of their portfolio EDMONTON, A0 150,000150.0k $7.3m $7.3m 0.04% Unchanged
20 FMR LLC 0.00% of their portfolio BOSTON, MA 146,000146.0k $7.1m $7.1m 0.00% Reduced -900 -900
21 BlueCrest Capital Management Ltd 0.18% of their portfolio ST HELIER, Y9 84,63584.6k $4.1m $4.1m 0.18% Reduced -23.9k -23,897
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 65,59865.6k $3.2m $3.2m 0.00% Added +38.9k +38,943
23 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.16% of their portfolio EDINA, MN 65,06065.1k $3.2m $3.2m 0.16% Reduced -1.3k -1,255
24 Skaana Management L.P. 0.76% of their portfolio BROOKLYN, NY 58,49758.5k $2.9m $2.9m 0.76% New
25 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 57,50057.5k $2.8m $2.8m 0.00% Unchanged
26 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 42,14442.1k $2.1m $2.1m 0.00% Added +6.0k +6,039
27 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 41,34241.3k $2.0m $2.0m 0.00% Reduced -5.7k -5,679
28 KORNITZER CAPITAL MANAGEMENT INC /KS 0.03% of their portfolio SHAWNEE MISSION, KS 30,00030.0k $1.5m $1.5m 0.03% Unchanged
29 Uniplan Investment Counsel, Inc. 0.13% of their portfolio MILWAUKEE, WI 27,87527.9k $1.4m $1.4m 0.13% Added +14.3k +14,302
30 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 24,64224.6k $1.2m $1.2m 0.00% Reduced -60.7k -60,673
31 AGF MANAGEMENT LTD 0.00% of their portfolio TORONTO, A6 22,00022.0k $1.1m $1.1m 0.00% Unchanged
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 17,71717.7k $863.5k $863.5k 0.00% Unchanged
33 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 13,17313.2k $642.1k $642.1k 0.00% Added +8.8k +8,773
34 Calamos Wealth Management LLC 0.02% of their portfolio NAPERVILLE, IL 10,69110.7k $521.1k $521.1k 0.02% Added +448 +448
35 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 10,10610.1k $492.6k $492.6k 0.00% Unchanged
36 Central Pacific Bank - Trust Division 0.05% of their portfolio HONOLULU, HI 9,1459.1k $445.7k $445.7k 0.05% Unchanged
37 VIRTUE ASSET MANAGEMENT LLC 0.30% of their portfolio BARRINGTON, IL 8,7878.8k $428.3k $428.3k 0.30% Added +1.2k +1,221
38 Fort Sheridan Advisors LLC 0.03% of their portfolio HIGHLAND PARK, IL 6,3006.3k $307.1k $307.1k 0.03% New
39 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,2696.3k $305.6k $305.6k 0.00% Added +1.7k +1,725
40 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 5,8355.8k $287.7k $287.7k 0.01% New
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,3825.4k $262.3k $262.3k 0.00% New
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,1085.1k $249.0k $249.0k 0.00% Unchanged
43 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 4,5604.6k $222.3k $222.3k 0.00% Reduced -1.9k -1,900
44 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 4,4524.5k $217.0k $217.0k 0.00% Reduced -11.3k -11,269
45 Jefferies Financial Group Inc. 0.00% of their portfolio NEW YORK, NY 4,3014.3k $209.6k $209.6k 0.00% New
46 LOOMIS SAYLES & CO L P 0.00% of their portfolio BOSTON, MA 1,7321.7k $29.9k $29.9k 0.00% Unchanged
47 Ares Systematic Credit Ltd 0.04% of their portfolio LONDON, X0 1,2651.3k $61.7k $61.7k 0.04% Unchanged
48 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 896896 $43.7k $43.7k 0.00% Added +471 +471
49 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 800800 $8 $8 0.00% New
50 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 580580 $26.5k $26.5k 0.00% Unchanged
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 355355 $17.0k $17.0k 0.00% Added +322 +322
52 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 298298 $14.5k $14.5k 0.00% New
53 Family Manage LLC 0.00% of their portfolio NEW YORK, NY 200200 $9.7k $9.7k 0.00% Unchanged
54 TD PRIVATE CLIENT WEALTH LLC 0.00% of their portfolio NEW YORK, NY 2020 $975 $975 0.00% Added +10 +10