Vault-13

XEROX HOLDINGS CORP XRX

COM NEW · Common Stock · CUSIP 98421M106 · ISIN US98421M1062

American document management corporation

295 institutional holders
126,425,998126.4m shares reported held*
$1.7bnreported value*

* 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 ($7.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.10. Options: 15 managers hold calls ($16.4m notional), 16 hold puts ($27.6m).

Biggest calls

CITADEL ADVISORS LLC — $4.0m306.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP — $3.4m259.5k shares
Walleye Trading LLC — $3.2m246.3k shares
GROUP ONE TRADING LLC — $1.4m103.7k shares
JANE STREET GROUP, LLC — $1.3m102.7k shares
WOLVERINE TRADING, LLC — $732.0k54.5k shares
Walleye Capital LLC — $689.0k52.7k shares
TUDOR INVESTMENT CORP ET AL — $671.0k51.4k shares
SIMPLEX TRADING, LLC — $451.0k34.5k shares
BANK OF AMERICA CORP /DE/ — $280.0k21.4k shares

Biggest puts

BlackRock Inc. — $12.8m980.0k shares
CITADEL ADVISORS LLC — $3.4m263.0k shares
JANE STREET GROUP, LLC — $2.4m186.5k shares
GROUP ONE TRADING LLC — $1.9m145.8k shares
Squarepoint Ops LLC — $1.5m115.0k shares
WOLVERINE TRADING, LLC — $1.4m105.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP — $1.4m103.2k shares
SIMPLEX TRADING, LLC — $911.0k69.7k shares
Walleye Trading LLC — $752.0k57.5k shares
Walleye Capital LLC — $364.0k27.8k 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.

HolderStakeChangeShares Last filed
DEASON DOUGLAS R 13D · may seek influence new · filed 2026-04-08
Stated purposeOn December 2, 2025, Darwin Deason passed away. Pursuant to the terms of the Will and applicable law, admitted to probate on February 2, 2026, all Issuer securities beneficially owned by Darwin Deason were transferred to the Trust. On February 6, 2026, the appropriate court issued Letters Testamentary appointing Douglas R. Deason, Scott Letier, and Bryan C. Birkland as Co-Executors (collectively, the "Executors") of the Trust. Mr. Deason, as Co-Executor, has the power to direct the voting and disposition of the Shares held by the Trust and is therefore deemed to be the beneficial owner of such Shares. The Trust holds the Shares for investment purposes and for the administration and eventual distribution of the Trust's assets in accordance with the Will. Mr. Deason, in his capacity as Co-… Full filing
11.3% new 15.3m≈ $47.8m 2026-04-08
DD Revocable Trust 13D · may seek influence new · filed 2026-04-08
Stated purposeOn December 2, 2025, Darwin Deason passed away. Pursuant to the terms of the Will and applicable law, admitted to probate on February 2, 2026, all Issuer securities beneficially owned by Darwin Deason were transferred to the Trust. On February 6, 2026, the appropriate court issued Letters Testamentary appointing the Executors as the personal representatives of the Trust. Consequently, the Executors have acquired shared voting and dispositive power over the Shares held by the Trust. The Trust holds the Shares for investment purposes and for the administration and eventual distribution of the Trust's assets in accordance with the Will. The Executors, in their capacity as fiduciaries of the Trust, will continuously evaluate the Issuer's business, financial condition, and the market for the … Full filing
11.3% new 15.3m≈ $47.8m 2026-04-08
DEASON DARWIN 13D · may seek influence filed 2026-02-13
Stated purposeItem 4 is hereby amended to add the following: On December 2, 2025, Darwin Deason passed away. Pursuant to the terms of the Last Will and Testament of Darwin Deason (the "Will") and applicable law, admitted to probate on February 2, 2026, the 15,283,657 Shares beneficially owned by Mr. Deason were transferred to the Trust. On February 6, 2026, the appropriate court issued Letters Testamentary appointing the Executors as the personal representatives of the Trust. Consequently, the Executors have acquired shared voting and dispositive power over the Shares held by the Trust. The Trust holds the Shares for investment purposes and for the administration and eventual distribution of the Trust's assets in accordance with the Will. The Executors, in their capacity as fiduciaries of the Trust, … Full filing
9.1% 15.3m≈ $47.8m 2026-02-13
BlackRock, Inc. 13G · institution -6.3 pts · filed 2025-10-17 8.3% -6.3 pts 10.4m≈ $32.6m 2025-10-17
STARTEEPO SICAV a.s. 13D · may seek influence +0.5 pts · filed 2026-09-08
Stated purposeThe Reporting Persons have increased their investment based on their belief that the Common Stock is undervalued and represents an attractive investment opportunity. On September 7, 2026, the Reporting Persons issued an open letter (the "September Letter") to the Issuer's Board of Directors. In the September Letter, the Reporting Persons acknowledged the Issuer's operational and financial progress, but expressed concern that the Issuer remains deeply undervalued. The Reporting Persons urged the Board of Directors to provide more detailed financial reporting on Xerox Financial Services ("XFS") and to engage financial advisors to conduct a formal strategic review of XFS, evaluating all available alternatives to unlock value, including a joint venture, capital partnership, partial monetizati… Full filing
7.3% +0.5 pts 9.6m≈ $30.2m 2026-09-08

Fell to 5% or below in the last year: GOLDMAN SACHS GROUP INC (4.5%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27), DIMENSIONAL FUND ADVISORS LP (4.8%, 2026-01-21)

Insider purchases and sales in Q3 2022

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.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 20: 0 buyingQ4 20: 0 sellingQ1 21: 0 buyingQ1 21: 0 sellingQ1 21Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 2 buyingQ4 21: 0 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 1 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20200—0——
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20212$181.2k0——
Q1 20220—0——
Q2 20220—1$183.6k—
Q3 20220—0——

None reported in Q3 2022.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ICAHN CARL C 2.11% of their portfolio SUNNY ISLES BEACH, FL 34,245,31434.2m $447.9m $447.9m 2.11% —
2 BlackRock Inc. 0.01% of their portfolio New York, NY 14,475,75314.5m $189.3m $189.3m 0.01% —
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 12,383,60212.4m $162.0m $162.0m 0.00% —
4 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 8,789,5228.8m $115.0m $115.0m 0.04% —
5 LSV ASSET MANAGEMENT 0.19% of their portfolio CHICAGO, IL 6,196,3556.2m $81.0m $81.0m 0.19% —
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 4,648,0694.6m $62.0m $62.0m 0.00% —
7 JACOBS LEVY EQUITY MANAGEMENT, INC 0.32% of their portfolio FLORHAM PARK, NJ 3,126,2173.1m $40.9m $40.9m 0.32% —
8 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,729,0212.7m $35.7m $35.7m 0.01% —
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,148,9812.1m $28.1m $28.1m 0.00% —
10 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,110,7342.1m $27.6m $27.6m 0.01% —
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,941,2871.9m $25.4m $25.4m 0.00% —
12 TWO SIGMA ADVISERS, LP 0.07% of their portfolio NEW YORK, NY 1,888,6501.9m $24.7m $24.7m 0.07% —
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,725,8481.7m $22.6m $22.6m 0.00% —
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,462,0631.5m $19.1m $19.1m 0.00% —
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,337,0031.3m $17.5m $17.5m 0.00% —
16 Clearline Capital LP 2.35% of their portfolio NEW YORK, NY 1,287,5671.3m $16.8m $16.8m 2.35% —
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,250,7531.3m $16.4m $16.4m 0.01% —
18 Allianz Asset Management GmbH 0.03% of their portfolio MUNICH, 2M 1,095,2311.1m $14.3m $14.3m 0.03% —
19 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 998,471998.5k $13.1m $13.1m 0.01% —
20 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 845,317845.3k $11.1m $11.1m 0.03% —
21 GREAT LAKES ADVISORS, LLC 0.23% of their portfolio CHICAGO, IL 812,957813.0k $10.6m $10.6m 0.23% —
22 NORGES BANK 0.00% of their portfolio OSLO, Q8 808,011808.0k $10.6m $10.6m 0.00% —
23 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 710,327710.3k $9.3m $9.3m 0.00% —
24 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 707,877707.9k $9.3m $9.3m 0.02% —
25 Advisors Asset Management, Inc. 0.18% of their portfolio Monument, CO 670,858670.9k $8.8m $8.8m 0.18% —
26 Brandywine Global Investment Management, LLC 0.08% of their portfolio PHILADELPHIA, PA 649,450649.5k $8.5m $8.5m 0.08% —
27 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 611,037611.0k $8.0m $8.0m 0.02% —
28 Man Group plc 0.03% of their portfolio LONDON, X0 555,423555.4k $7.3m $7.3m 0.03% —
29 Robeco Institutional Asset Management B.V. 0.02% of their portfolio ROTTERDAM, P7 510,828510.8k $6.7m $6.7m 0.02% —
30 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 508,414508.4k $6.7m $6.7m 0.01% —
31 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 501,337501.3k $6.6m $6.6m 0.01% —
32 STOREBRAND ASSET MANAGEMENT AS 0.04% of their portfolio LYSAKER, Q8 481,307481.3k $6.3m $6.3m 0.04% —
33 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 477,695477.7k $6.2m $6.2m 0.01% —
34 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 403,902403.9k $5.3m $5.3m 0.01% —
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 364,951365.0k $5.2m $5.2m 0.07% —
36 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 363,962364.0k $5.0m $5.0m 0.01% —
37 Quinn Opportunity Partners LLC 0.51% of their portfolio CHARLOTTESVILLE, VA 342,123342.1k $4.5m $4.5m 0.51% —
38 PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio BOSTON, MA 322,464322.5k $4.2m $4.2m 0.03% —
39 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 296,389296.4k $3.9m $3.9m 0.00% —
40 Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio TOKYO, M0 291,838291.8k $3.8m $3.8m 0.01% —
41 Sound Income Strategies, LLC 0.55% of their portfolio FT LAUDERDALE, FL 288,875288.9k $3.8m $3.8m 0.55% —
42 California Public Employees Retirement System 0.00% of their portfolio Sacramento, CA 285,291285.3k $3.7m $3.7m 0.00% —
43 Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio Boston, MA 283,712283.7k $3.7m $3.7m 0.02% —
44 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 280,076280.1k $3.7m $3.7m 0.01% —
45 Swiss National Bank 0.00% of their portfolio ZURICH, V8 276,200276.2k $3.6m $3.6m 0.00% —
46 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 273,168273.2k $3.6m $3.6m 0.00% —
47 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 259,329259.3k $3.4m $3.4m 0.00% —
48 Legal & General Group Plc 0.00% of their portfolio London, X0 236,950236.9k $3.1m $3.1m 0.00% —
49 Cambria Investment Management, L.P. 0.33% of their portfolio Manhattan Beach, CA 235,365235.4k $3.1m $3.1m 0.33% —
50 AMERICAN INTERNATIONAL GROUP, INC. 0.02% of their portfolio New York, NY 229,877229.9k $3.0m $3.0m 0.02% —
51 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 212,864212.9k $2.8m $2.8m 0.00% —
52 FMR LLC 0.00% of their portfolio BOSTON, MA 208,074208.1k $2.7m $2.7m 0.00% —
53 Sargent Investment Group, LLC 0.95% of their portfolio BETHESDA, MD 206,510206.5k $3.0m $3.0m 0.95% —
54 MARATHON CAPITAL MANAGEMENT 0.76% of their portfolio Hunt Valley, MD 202,186202.2k $2.6m $2.6m 0.76% —
55 Redwood Investment Management, LLC 0.53% of their portfolio SCOTTSDALE, AZ 194,087194.1k $2.5m $2.5m 0.53% —
56 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 193,651193.7k $2.5m $2.5m 0.01% —
57 Schonfeld Strategic Advisors LLC 0.02% of their portfolio NEW YORK, NY 190,177190.2k $2.5m $2.5m 0.02% —
58 MAVERICK CAPITAL LTD 0.06% of their portfolio DALLAS, TX 187,309187.3k $2.5m $2.5m 0.06% —
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 183,925183.9k $2.4m $2.4m 0.00% —
60 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 179,649179.6k $2.4m $2.4m 0.00% —
61 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 176,444176.4k $2.3m $2.3m 0.00% —
62 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 159,586159.6k $2.1m $2.1m 0.01% —
63 Vident Investment Advisory, LLC 0.06% of their portfolio Alpharetta, GA 154,553154.6k $1.9m $1.9m 0.06% —
64 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 154,000154.0k $2.0m $2.0m 0.01% —
65 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio COLUMBUS, OH 152,327152.3k $2.0m $2.0m 0.01% —
66 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 148,932148.9k $1.9m $1.9m 0.00% —
67 VALUE HOLDINGS MANAGEMENT CO. LLC 0.48% of their portfolio PARK CITY, UT 148,500148.5k $1.9m $1.9m 0.48% —
68 Retirement Systems of Alabama 0.01% of their portfolio MONTGOMERY, AL 146,643146.6k $1.9m $1.9m 0.01% —
69 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 136,652136.7k $1.8m $1.8m 0.01% —
70 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 134,774134.8k $1.8m $1.8m 0.00% —
71 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 134,209134.2k $1.8m $1.8m 0.01% —
72 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 129,120129.1k $1.7m $1.7m 0.01% —
73 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 121,654121.7k $1.6m $1.6m 0.00% —
74 CAPITAL FUND MANAGEMENT S.A. 0.04% of their portfolio PARIS, I0 118,992119.0k $1.6m $1.6m 0.04% —
75 LEVIN CAPITAL STRATEGIES, L.P. 0.21% of their portfolio NEW YORK, NY 115,414115.4k $1.5m $1.5m 0.21% —
76 Moody Aldrich Partners LLC 0.31% of their portfolio MARBLEHEAD, MA 113,617113.6k $1.5m $1.5m 0.31% —
77 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 110,702110.7k $1.5m $1.5m 0.00% —
78 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 109,927109.9k $1.4m $1.4m 0.00% —
79 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 109,057109.1k $1.4m $1.4m 0.00% —
80 Huber Capital Management LLC 0.40% of their portfolio EL SEGUNDO, CA 108,324108.3k $1.4m $1.4m 0.40% —
81 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 102,141102.1k $1.3m $1.3m 0.01% —
82 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 97,50997.5k $1.3m $1.3m 0.00% —
83 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 92,02792.0k $1.2m $1.2m 0.01% —
84 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.02% of their portfolio New York, NY 90,09490.1k $1.2m $1.2m 0.02% —
85 Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio TOKYO, M0 87,49887.5k $1.1m $1.1m 0.00% —
86 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 86,30586.3k $1.1m $1.1m 0.00% —
87 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 80,53080.5k $1.1m $1.1m 0.00% —
88 TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio AUSTIN, TX 80,41580.4k $1.1m $1.1m 0.02% —
89 Edgestream Partners, L.P. 0.08% of their portfolio Princeton, NJ 76,49376.5k $1.0m $1.0m 0.08% —
90 AMALGAMATED BANK 0.01% of their portfolio NEW YORK, NY 74,43074.4k $974.0k $974.0k 0.01% —
91 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 71,87071.9k $940.0k $940.0k 0.00% —
92 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 68,81668.8k $900.0k $900.0k 0.00% —
93 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 67,77367.8k $886.0k $886.0k 0.01% —
94 Crossmark Global Holdings, Inc. 0.02% of their portfolio HOUSTON, TX 64,79064.8k $847.0k $847.0k 0.02% —
95 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 64,44564.4k $866.0k $866.0k 0.00% —
96 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio BALA CYNWYD, PA 63,15363.2k $826.0k $826.0k 0.01% —
97 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 59,10059.1k $773.0k $773.0k 0.00% —
98 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 57,90457.9k $757.0k $757.0k 0.00% —
99 NATIXIS 0.00% of their portfolio PARIS, I0 57,80057.8k $756.0k $756.0k 0.00% —
100 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 55,52755.5k $726.0k $726.0k 0.01% —