RXO · NYSE · Trucking

RXO (RXO)

Matches shippers with independent truck capacity and complementary managed transportation and last-mile services.

$19.57
vs last close−0.22 (−1.11%)

13F · 13D/G · Form 4

Institutions≈ 111.23%183.43M shares
320 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders1.42%2.34M shares
13 holders · as of Aug 25, 2026
Strategic holders19.82%32.69M shares
1 holder · as of Feb 17, 2026
Adds to132.47%

164.92M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 132.47%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
Orbis Allan Gray LtdInstitution
22.07%36.40Mas of Jun 30, 2026
Orbis Investment Management LimitedInstitution
21.03%34.69Mfiled May 15, 2026
MFN Partners, LP1,2Strategic10 percent owner
19.82%32.15Mfiled Feb 17, 2026
MFN Partners Management, LPInstitution
17.04%28.11Mas of Jun 30, 2026
BlackRock, Inc.Institution
15.24%25.14Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.63%9.29Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.51%7.43Mas of Jun 30, 2026
State Street CorpInstitution
4.04%6.66Mas of Jun 30, 2026
Hood River Capital Management LLCInstitution
3.93%6.48Mas of Jun 30, 2026
Finepoint Capital LPInstitution
3.25%5.36Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.59%4.27Mas of Jun 30, 2026
Douglas Lane & Associates, LLCInstitution
2.03%3.35Mas of Jun 30, 2026
FIL LtdInstitution
1.59%2.63Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.58%2.61Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.58%2.61Mas of Jun 30, 2026
Maple Rock Capital Partners Inc.Institution
1.57%2.58Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.48%2.44Mas of Jun 30, 2026
Boston PartnersInstitution
1.34%2.21Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.20%1.98Mas of Jun 30, 2026
Northern Trust CorpInstitution
1.04%1.71Mas of Jun 30, 2026
Morgan StanleyInstitution
1.03%1.71Mas of Jun 30, 2026
Invesco Ltd.Institution
0.74%1.21Mas of Jun 30, 2026
Emerald Advisers, LLCInstitution
0.71%1.17Mas of Jun 30, 2026
Kennedy Capital Management LLCInstitution
0.67%1.11Mas of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.67%1.10Mas of Jun 30, 2026
  1. MFN Partners, LP's transaction reports restate only vehicles that traded; the 2025 ownership statement (32.15M) plus the 532.3K net shares acquired since is used instead.
  2. MFN Partners, LP reports a block also reported by MFN Partners Management, LP; it is counted once, under MFN Partners Management, LP.

13F, as of Jun 30, 2026

320 holders · 183.43M shares · 66 new positions · 169 increased · 85 reduced · 33 closed

HolderShares% outstandingChg q/qFiled
Orbis Allan Gray Ltd36.40M22.07%0Aug 14, 2026
MFN Partners Management, LP28.11M17.04%0Aug 12, 2026
BlackRock, Inc.25.14M15.24%+969.9KAug 7, 2026
Vanguard Portfolio Management LLC9.29M5.63%+256.0KAug 13, 2026
Vanguard Capital Management LLC7.43M4.51%+60.4KAug 13, 2026
State Street Corp6.66M4.04%+89.9KAug 7, 2026
Hood River Capital Management LLC6.48M3.93%+2.03MAug 14, 2026
Finepoint Capital LP5.36M3.25%−4.72MAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Orbis Investment Management Limited21.10%34.69M13GMay 15, 2026
MFN Partners, LP19.20%32.15M13GFeb 12, 2025
BlackRock, Inc.14.00%22.59M13GFeb 5, 2025
Finepoint Capital LP5.70%9.39M13GFeb 13, 2026
Vanguard Portfolio Management5.54%9.10M13GApr 29, 2026
Vanguard Capital Management5.21%8.57M13GApr 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Feb 12, 2026
MFN Partners, LP10 percent owner
Purchase532,276$12.0028,109,942
Nov 20, 2025
Troy A. Cooperdirector
Purchase8,317$10.61275,416
Nov 17, 2025
Adrian Kingshottdirector
Purchase9,350$10.7591,137
Nov 7, 2025
Thomas A. Szlosekdirector
Purchase20,308$12.3736,508
Nov 10, 2025
Jason S. Kerrofficer: Chief Accounting Officer
Sale33,343$11.5743,558
Nov 10, 2025
Andrew M. Wilkersondirector, officer: Chief Executive Officer
Purchase · 2 lots11,625$12.8511,625

House and Senate disclosures

Not reported.