Qxo Inc. (qxo 5.5 05/15/28 B)Preferred / convertible
13F holders, Q4 2025 (December 31)49holders +7
9new positions
2sold out
1famous investor
$55.25avg. 13F price*
At the end of Q4 2025, 49 institutions reported holding Qxo Inc. (qxo 5.5 05/15/28 B) in their 13F filings, up 7 from Q3 2025. 9 opened new positions and 2 sold out. The largest holders were Franklin Resources Inc. ($76.1M), MacKay Shields LLC ($65.0M) and Calamos Advisors LLC ($58.3M). One famous investor held it David E. Shaw ( of D. E. Shaw & Co.'s portfolio).
- Company
- Qxo Inc. (qxo 5.5 05/15/28 B)
- CUSIP
- 82846H504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $18.4M |
| Exits | 2 | $16K |
All 13F filers, Q3 2025 → Q4 2025: 1,310,363 shares bought and 1,138,292 shares sold, net +172,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Franklin Resources Inc. | — | No change | 1,380,419 | $76.1M |
| MacKay Shields LLC | — | Reduce -1.3% | 1,171,159 | $65.0M |
| Calamos Advisors LLC | — | Add +0.3% | 1,056,526 | $58.3M |
| D. E. Shaw & Co. | — | Add +174.9% | 943,100 | $52.2M |
| BlackRock, Inc. | — | Reduce -4.5% | 878,866 | $48.5M |
| Clearbridge Investments, LLC | — | Reduce -2.6% | 585,147 | $32.3M |
| Voya Investment Management LLC | — | Add +11.9% | 490,330 | $27.0M |
| Ameriprise Financial Inc. | — | Add +4.4% | 473,350 | $26.2M |
| Susquehanna Advisors Group, Inc. | — | No change | 430,000 | $23.7M |
| Manufacturers Life Insurance Company, The | — | Reduce -3.8% | 370,600 | $20.6M |
| Van Eck Associates Corp. | — | Reduce -1.2% | 346,734 | $19.1M |
| Alberta Investment Management Corp | — | No change | 300,000 | $16.5M |
| Advent Capital Management | — | Add +52.5% | 265,400 | $14.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | New | 219,937 | $12.1M |
| Morgan Stanley | — | Reduce -22.4% | 191,149 | $10.5M |
| Wolverine Asset Management LLC | — | Add +7.2% | 170,148 | $9.4M |
| State Street Corp. | — | Add +9.7% | 169,000 | $9.4M |
| Bank of America Corp. | — | Add +162.0% | 158,166 | $8.7M |
| FMR LLC | — | Reduce -9.3% | 146,900 | $8.1M |
| Ssi Investment Management LLC | — | Add +0.8% | 123,815 | $6.8M |
| Walleye Capital LLC | — | New | 100,000 | $5.6M |
| Context Capital Management, LLC | — | Reduce -70.6% | 100,000 | $5.5M |
| Two Sigma Investments, LP | — | Reduce -66.1% | 99,377 | $5.5M |
| JPMorgan Chase & Co. | — | Add +438.7% | 86,764 | $4.8M |
| Invesco Ltd. | — | Reduce -25.0% | 82,500 | $4.5M |
| CSS LLC | — | Reduce -50.2% | 67,921 | $3.8M |
| Punch & Associates Investment Management, Inc. | — | Add +0.0% | 57,015 | $3.1M |
| BlueCrest Capital Management Ltd | — | Reduce -82.7% | 55,998 | $3.1M |
| Wells Fargo & Company | — | Add +33.8% | 41,386 | $2.3M |
| Agf Management Ltd. | — | No change | 40,000 | $2.2M |
| Raymond James Financial Inc. | — | Add +1.1% | 37,164 | $2.0M |
| Jane Street Group, LLC | — | Add +14.1% | 32,845 | $1.8M |
| Kornitzer Capital Management Inc. | — | No change | 30,000 | $1.7M |
| Barclays PLC | — | Reduce -44.2% | 27,895 | $1.5M |
| Janus Henderson Group PLC | — | No change | 26,450 | $1.5M |
| Palisade Capital Management, LP | — | Reduce -3.2% | 19,352 | $1.1M |
| Sei Investments Co. | — | No change | 10,106 | $557K |
| Calamos Wealth Management LLC | — | Reduce -0.5% | 10,101 | $557K |
| Goldman Sachs Group Inc. | — | No change | 9,485 | $523K |
| Jefferies Financial Group Inc. | — | New | 7,830 | $432K |
| Central Pacific Bank - Trust Division | — | No change | 6,820 | $376K |
| Cetera Investment Advisers | — | New | 4,120 | $227K |
| Oppenheimer Asset Management Inc. | — | Reduce -0.5% | 3,705 | $204K |
| Loomis Sayles & Co. L P | — | Reduce -98.9% | 1,732 | $33K |
| Elequin Capital, LP | — | New | 419 | $23K |
| Whittier Trust Co. | — | New | 260 | $17K |
| Family Manage LLC | — | New | 200 | $11K |
| CoreCap Advisors, LLC | — | New | 108 | $6K |
| Plante Moran Financial Advisors, LLC | — | New | 70 | $4K |
"% of holder's portfolio" is QXO INC (QXO 5.5 05/15/28 B)'s weight in each manager's 13F, not the share of Qxo Inc. (qxo 5.5 05/15/28 B) the manager owns.