QxoQXO

13F holders, Q2 2025 (June 30)
357holders +135
156new positions
22sold out
6famous investors
$21.54avg. 13F price*

At the end of Q2 2025, 357 institutions reported holding Qxo Inc. (QXO) in their 13F filings, up 135 from Q1 2025. 156 opened new positions and 22 sold out. The largest holders were Orbis Allan Gray Ltd ($2.1B), Vanguard Group Inc. ($1.0B) and MFN Partners Management, LP ($1.0B). 6 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Qxo Inc.
CUSIP
82846H405
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q2 2024: 19Q2 2024Q3 2024: 130Q3 2024Q4 2024: 181Q4 2024Q1 2025: 222Q1 2025Q2 2025: 357Q2 2025Q3 2025: 475Q3 2025Q4 2025: 528Q4 2025Q1 2026: 582Q1 2026Q2 2026: 644Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions156$2.6B
Exits22$13.7M

All 13F filers, Q1 2025 → Q2 2025: 279,883,149 shares bought and 25,471,593 shares sold, net +254,411,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 357 holders

Orbis Allan Gray Ltd 10.09% Reduce -12.0% 96,289,549 $2.1B
Vanguard Group Inc. 0.02% Add +91.0% 47,192,412 $1.0B
MFN Partners Management, LP 22.18% No change 46,908,701 $1.0B
Morgan Stanley 0.06% Add +225.3% 45,234,185 $974.3M
Affinity Partners GP LP 100.00% Add +99.1% 32,671,542 $703.7M
Invesco Ltd. 0.10% New 27,561,664 $593.7M
BlackRock, Inc. 0.01% Add +161.6% 25,977,243 $559.5M
Alpha Wave Global, LP 56.61% New 24,390,244 $525.4M
Finepoint Capital LP 90.38% Reduce -13.6% 21,152,868 $455.6M
HRTG Gpe, LLC 34.09% Add +204.3% 13,319,457 $286.9M
Cercano Management LLC 7.01% Add +73.7% 11,405,248 $245.7M
Madrone Advisors, LLC 32.75% No change 10,940,920 $235.7M
Goldman Sachs Group Inc. 0.03% Add +2155.0% 8,735,631 $188.2M
Blue Investment Opportunities, LLC - Project Breeze Series 1 100.00% No change 8,725,390 $187.9M
State Street Corp. 0.01% Add +313.1% 8,519,015 $183.5M
FMR LLC 0.01% New 8,310,747 $179.0M
Hood River Capital Management LLC 2.50% New 8,302,495 $178.8M
Geode Capital Management, LLC 0.01% Add +218.3% 8,246,989 $177.7M
Consulta Ltd 10.33% Add +87.5% 7,500,000 $161.6M
Patient Capital Management, LLC 6.36% Reduce -10.2% 6,542,202 $140.9M
Balyasny Asset Management L.P. 0.28% Add +2361.9% 5,668,824 $122.1M
Softbank Group Corp. 0.47% No change 5,470,459 $117.8M
Gilder Gagnon Howe & Co. LLC 1.20% New 5,226,993 $112.6M
Liberty Mutual Group Asset Management Inc. 19.09% No change 4,082,787 $87.9M
FIL Ltd 0.07% New 3,914,293 $84.3M
Forest Avenue Capital Management LP 6.32% New 3,759,161 $81.0M
T. Rowe Price Investment Management, Inc. 0.05% Reduce -59.9% 3,697,791 $79.7M
Bank of New York Mellon Corp 0.01% Add +617.7% 3,277,975 $70.6M
Renaissance Technologies 0.09% Add +194.7% 3,254,400 $70.1M
Select Equity Group, L.P. 0.30% New 3,250,235 $70.0M
Federated Hermes, Inc. 0.13% No change 3,178,100 $68.5M
Charles Schwab Investment Management Inc. 0.01% Add +105.4% 3,093,664 $66.6M
Northern Trust Corp. 0.01% Add +224.1% 2,688,180 $57.9M
Allspring Global Investments Holdings, LLC 0.09% Reduce -6.9% 2,505,680 $54.0M
Franklin Resources Inc. 0.01% New 2,500,000 $53.9M
Massachusetts Financial Services Co. 0.02% Add +31.4% 2,477,056 $53.4M
Discovery Capital Management, LLC / CT 4.09% New 2,383,838 $51.3M
Lionstone Capital Management LLC 10.97% New 2,121,212 $45.7M
Tudor Investment Corporation 0.34% Add +4079.4% 2,089,678 $45.0M
UBS Group AG 0.01% Add +6.6% 2,074,869 $44.7M
Ghisallo Capital Management LLC 1.15% New 2,000,000 $43.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +171.9% 1,897,817 $40.9M
Epoch Investment Partners, Inc. 0.20% New 1,769,075 $38.1M
Maplelane Capital, LLC 2.31% New 1,742,500 $37.5M
D. E. Shaw & Co. 0.04% New 1,660,191 $35.8M
Pictet Asset Management Holding SA 0.03% Add +2719.6% 1,365,699 $29.4M
Bank of America Corp. 0.00% Add +701.0% 1,364,537 $29.4M
Barrier Capital Management, LLC 18.96% Reduce -3.3% 1,289,785 $27.8M
Millennium Management 0.03% Add +296.0% 1,275,591 $27.5M
Braun Stacey Associates Inc. 0.97% New 1,241,230 $26.7M
Tsai Capital Corp 19.14% Reduce -3.0% 1,211,741 $26.1M
Longaeva Partners L.P. 6.13% New 1,162,406 $25.0M
Catawba River Capital 12.22% Add +127.8% 1,116,119 $24.0M
Swiss National Bank 0.01% Add +52.0% 1,024,600 $22.1M
Citadel Advisors 0.02% New 1,016,738 $21.9M
Burkehill Global Management, LP 1.59% Add +1233.3% 1,000,000 $21.5M
Capstone Investment Advisors, LLC 0.22% New 1,000,000 $21.5M
Amundi 0.01% Add +33.8% 957,041 $20.7M
Healthcare of Ontario Pension Plan Trust Fund 0.04% New 900,000 $19.4M
TD Asset Management Inc 0.02% Add +189.1% 891,482 $19.2M
Two Sigma Investments, LP 0.04% Add +1084.9% 870,317 $18.7M
Driehaus Capital Management LLC 0.15% Add +2698.5% 869,546 $18.7M
Frontier Capital Management Co. LLC 0.17% New 867,261 $18.7M
Engle Capital Management, L.P. 5.52% New 850,000 $18.3M
First Manhattan Co. Llc. 0.05% Add +2764.2% 831,041 $17.9M
Neuberger Berman Group LLC 0.01% Add +46.5% 815,280 $17.6M
Spruce House Investment Management LLC 0.65% No change 813,009 $17.5M
Group One Trading LLC 0.56% Add +83.0% 792,613 $17.1M
Jane Street Group, LLC 0.03% Add +793.4% 771,556 $16.6M
Janus Henderson Group PLC 0.01% Add +380.1% 756,677 $16.3M
Boothbay Fund Management, LLC 0.51% New 747,697 $16.1M
Nuveen, LLC 0.00% New 726,094 $15.6M
Wells Fargo & Company 0.00% Add +1894.8% 702,739 $15.1M
Seven Grand Managers, LLC 1.79% New 693,540 $14.9M
Advisors Capital Management, LLC 0.19% Reduce -0.1% 645,842 $13.9M
Royal Bank of Canada 0.00% Add +436.8% 642,466 $13.8M
Raymond James Financial Inc. 0.00% Add +404.3% 619,194 $13.3M
Granahan Investment Management, LLC 0.54% Reduce -1.6% 612,844 $13.2M
Legal & General Group Plc 0.00% Add +66.7% 587,511 $12.7M
Pennant Investors, LP 3.77% New 585,000 $12.6M
Schonfeld Strategic Advisors LLC 0.09% Add +3299.4% 582,287 $12.5M
OMERS ADMINISTRATION Corp 0.10% Add +768.3% 578,300 $12.5M
Contrarius Group Holdings Ltd 0.64% Reduce -11.4% 524,730 $11.3M
Rhumbline Advisers 0.01% Add +2580.3% 521,174 $11.2M
Archon Partners LLC 1.29% Add +20.9% 520,000 $11.2M
California State Teachers Retirement System 0.01% Add +69.2% 507,636 $10.9M
HBK Investments L P 0.22% New 500,000 $10.8M
Motley Fool Wealth Management, LLC 0.59% Reduce -9.5% 452,193 $9.7M
Alberta Investment Management Corp 0.08% New 450,000 $9.7M
Zimmer Partners, LP 0.22% New 437,500 $9.4M
Susquehanna International Group, LLP 0.01% Reduce -54.3% 431,856 $9.3M
Tribune Investment Group LP 4.45% New 420,000 $9.0M
Envestnet Asset Management Inc. 0.00% Add +113.7% 411,643 $8.9M
State Board of Administration of Florida Retirement System 0.02% New 409,824 $8.8M
Aureus Asset Management, LLC 0.56% No change 409,153 $8.8M
Motley Fool Asset Management LLC 0.39% Reduce -3.1% 389,586 $8.4M
Y-Intercept (Hong Kong) Ltd 0.20% Add +530.3% 376,483 $8.1M
Ensign Peak Advisors, Inc 0.01% Add +202.1% 368,411 $7.9M
Sculptor Capital LP 0.20% New 362,195 $7.8M
Concentric Capital Strategies, LP 0.43% New 350,734 $7.6M
FORA Capital, LLC 0.84% New 350,674 $7.6M
Barclays PLC 0.00% Add +196.9% 346,556 $7.5M
J. Goldman & Co LP 0.23% New 342,440 $7.4M
Zweig-DiMenna Associates LLC 0.75% New 338,400 $7.3M
Voya Investment Management LLC 0.01% New 335,991 $7.2M
Sei Investments Co. 0.01% New 332,537 $7.2M
T. Rowe Price Associates Inc. 0.00% Add +282.0% 320,214 $6.9M
Canton Hathaway, LLC 1.34% Add +121.9% 304,637 $6.6M
Fortress Investment Group LLC 0.93% New 300,000 $6.5M
Algert Global LLC 0.13% New 296,895 $6.4M
Captrust Financial Advisors 0.01% Add +64.6% 296,816 $6.4M
Quadrature Capital Ltd 0.11% Add +192.7% 296,201 $6.4M
STRS Ohio 0.02% New 291,499 $6.3M
JPMorgan Chase & Co. 0.00% Reduce -0.2% 289,905 $6.2M
Treasurer of the State of North Carolina 0.02% New 278,010 $6.0M
Elevatus Welath Management 1.97% New 273,863 $5.9M
HighTower Advisors, LLC 0.01% Add +19.5% 271,535 $5.8M
Aperture Investors, LLC 0.78% New 269,662 $5.8M
Nicholas Investment Partners, LP 0.58% New 268,522 $5.8M
Man Group plc 0.01% Add +147.7% 267,946 $5.8M
Settian Capital LP 3.89% No change 256,578 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +275.9% 241,787 $5.3M
LPL Financial LLC 0.00% Add +38.7% 243,507 $5.2M
New York State Common Retirement Fund 0.01% New 238,500 $5.1M
Castleark Management LLC 0.15% New 229,150 $4.9M
ARS Investment Partners, LLC 0.35% New 225,109 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 216,649 $4.7M
Pennant Select, LLC 3.55% New 215,000 $4.6M
Police & Firemen's Retirement System of New Jersey 0.04% New 213,788 $4.6M
Alliancebernstein L.P. 0.00% Add +1185.9% 211,183 $4.5M
Simplex Trading, LLC 0.12% Add +50.8% 202,888 $4.4M
Investment House LLC 0.22% Add +66.5% 201,194 $4.3M
CI Investments Inc. 0.02% Add +84.1% 188,566 $4.1M
Public Employees Retirement System of Ohio 0.01% New 184,777 $4.0M
Summit Trail Advisors, LLC 0.07% Add +3.5% 182,442 $3.9M
State of Wisconsin Investment Board 0.01% Add +386.9% 175,194 $3.8M
Oppenheimer & Co. Inc. 0.05% Add +101.4% 171,543 $3.7M
Two Sigma Advisers, LP 0.01% New 171,326 $3.7M
D L Carlson Investment Group Inc. 0.65% New 164,283 $3.5M
State of New Jersey Common Pension Fund D 0.01% Add +4.1% 164,147 $3.5M
Capital Fund Management S.A. 0.04% Reduce -7.3% 160,525 $3.5M
Arizona State Retirement System 0.02% Add +56.4% 156,142 $3.4M
Lombard Odier Asset Management (USA) Corp 1.02% Add +306.7% 152,440 $3.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -50.5% 145,524 $3.1M
First Eagle Investment Management, LLC 0.01% New 140,445 $3.0M
X-Square Capital, LLC 1.06% Add +128.7% 137,241 $3.0M
Steward Partners Investment Advisory, LLC 0.02% Add +46.1% 135,474 $2.9M
Wellington Shields Capital Management, LLC 0.48% Add +28.8% 131,925 $2.8M
XTX Topco Ltd 0.12% New 131,440 $2.8M
Costello Asset Management, INC 1.03% Add +532.5% 127,770 $2.8M
Lewis Asset Management, LLC 1.29% Add +886.3% 127,230 $2.7M
Truist Financial Corp. 0.00% Add +15.8% 127,151 $2.7M
Skye Global Management LP 0.06% Add +402.0% 126,500 $2.7M
Gainplan LLC 1.23% Reduce -67.3% 126,222 $2.7M
Manufacturers Life Insurance Company, The 0.00% Add +15.6% 121,899 $2.6M
IMC-Chicago, LLC 0.06% Reduce -2.6% 111,126 $2.4M
Waratah Capital Advisors Ltd. 0.16% No change 109,410 $2.4M
Orion Porfolio Solutions, LLC 0.02% Add +4.7% 107,865 $2.3M
Meridian Wealth Management, LLC 0.10% Add +33.7% 105,056 $2.3M
KLP Kapitalforvaltning As 0.01% Add +53.3% 101,300 $2.2M
Handelsbanken Fonder AB 0.01% New 96,900 $2.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +3.7% 90,218 $1.9M
WINTON GROUP Ltd 0.10% New 88,800 $1.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 85,100 $1.8M
HighVista Strategies LLC 0.67% Reduce -18.4% 84,500 $1.8M
Corrado Advisors, LLC 1.10% Reduce -1.5% 83,546 $1.8M
Wolverine Trading, LLC 0.05% Add +123.5% 86,618 $1.8M
Thrivent Financial for Lutherans 0.00% New 83,087 $1.8M
Wellington Shields & Co., LLC 0.50% Reduce -0.5% 81,770 $1.8M
Citigroup Inc. 0.00% Add +70.8% 80,815 $1.7M
Teacher Retirement System of Texas 0.01% Add +52.3% 77,482 $1.7M
TIG Advisors, LLC 0.09% Reduce -0.9% 76,849 $1.7M
Jain Global LLC 0.03% New 76,510 $1.6M
Hudson Value Partners, LLC 0.56% New 75,560 $1.6M
Blair William & Co. 0.00% Add +260.9% 72,106 $1.6M
Cantor Fitzgerald, L. P. 0.04% New 70,928 $1.5M
Cherry Creek Investment Advisors, Inc. 0.70% Add +48.5% 69,780 $1.5M
Verition Fund Management LLC 0.01% Add +120.3% 69,700 $1.5M
Goodnow Investment Group, LLC 0.14% New 68,760 $1.5M
AQR Capital Management 0.00% Add +48.7% 67,572 $1.5M
Victory Capital Management Inc. 0.00% Add +30.6% 60,758 $1.3M
Rockefeller Capital Management L.P. 0.00% Add +46.8% 60,232 $1.3M
Capital Management Associates 2.07% New 59,000 $1.3M
Cetera Investment Advisers 0.00% Add +34.3% 56,323 $1.2M
M Holdings Securities, Inc. 0.20% New 57,070 $1.2M
Centiva Capital, LP 0.08% Add +87.4% 53,409 $1.2M
Stableford Capital II LLC 0.43% New 51,732 $1.1M
Eisler Capital Management Ltd. 0.04% New 51,618 $1.1M
K.J. Harrison & Partners Inc 0.18% New 50,000 $1.1M
Moody National Bank Trust Division 0.10% No change 49,250 $1.1M
Independent Financial Group, LLC 0.03% New 47,514 $1.0M
Squarepoint Ops LLC 0.00% Reduce -75.5% 47,466 $1.0M
Prudential Financial Inc. 0.00% New 45,360 $977K
Osaic Holdings, Inc. 0.00% Add +341.8% 45,047 $970K
Mane Global Capital Management LP 0.04% New 45,000 $969K
Marshall Wace, LLP 0.00% Reduce -53.6% 44,498 $958K
Virtu Financial LLC 0.05% New 43,959 $947K
Fiduciary Alliance LLC 0.07% New 41,420 $892K
Wilmar Advisors LLC 0.83% New 40,000 $862K
Sterling Capital Management LLC 0.01% New 39,617 $853K
Itau Unibanco Holding S.A. 0.03% New 39,000 $840K
American Century Companies Inc. 0.00% New 38,843 $837K
Benjamin Edwards Inc. 0.01% New 36,625 $789K
Deutsche Bank AG 0.00% Add +119.8% 35,304 $760K
Deltec Asset Management LLC 0.13% Add +250.0% 35,000 $754K
Lighthouse Investment Partners, LLC 0.03% No change 35,000 $754K
Claro Advisors Inc. 0.12% Reduce -1.7% 34,589 $745K
BNP Paribas Financial Markets 0.00% Add +578.6% 34,411 $741K
Quest Investment Management LLC 0.08% New 34,264 $738K
Public Employees Retirement Association of Colorado 0.00% No change 34,208 $737K
Sigma Planning Corp 0.02% Add +179.5% 34,069 $734K
Permanens Capital L.P. 0.10% New 34,000 $732K
Horizon Advisory Services, Inc. 0.38% Add +175.8% 32,543 $701K
Natixis Advisors, LLC 0.00% New 32,005 $689K
CIBC Private Wealth Group LLC 0.00% Add +209.0% 30,897 $666K
Amalgamated Bank 0.01% New 30,540 $658K
Edgewood Management LLC 0.00% Add +200.0% 30,000 $646K
Nebula Research & Development LLC 0.05% Add +7.9% 29,959 $645K
Moors & Cabot, Inc. 0.03% New 29,950 $645K
Cruiser Capital Advisors, LLC 0.28% New 10,000 $620K
Janney Montgomery Scott LLC 0.00% Add +92.7% 28,481 $613K
Creative Planning 0.00% New 28,276 $609K
Prospera Financial Services Inc 0.01% New 27,700 $597K
Brown Miller Wealth Management, LLC 0.18% New 27,480 $592K
MML Investors Services, LLC 0.00% New 27,334 $589K
Advyzon Investment Management, LLC 0.13% Reduce -22.3% 27,334 $589K
Simon Quick Advisors, LLC 0.03% Add +16.6% 27,224 $586K
Utah Retirement Systems 0.01% New 27,129 $584K
Maryland State Retirement & Pension System 0.01% New 27,045 $583K
Moneco Advisors, LLC 0.05% No change 26,291 $566K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +40.0% 25,675 $553K
Principal Financial Group Inc. 0.00% New 24,847 $535K
Xponance LLC 0.00% New 24,772 $534K
TD Private Client Wealth LLC 0.01% New 23,707 $511K
Southport Management, L.L.C. 2.37% New 22,500 $485K
HSBC Holdings PLC 0.00% New 22,462 $482K
Johnson Investment Counsel Inc. 0.00% Add +13.2% 21,500 $463K
Dark Forest Capital Management LP 0.02% New 20,938 $451K
Douglass Winthrop Advisors, LLC 0.01% Add +2.0% 20,402 $439K
Stifel Financial Corp. 0.00% Reduce -44.2% 20,037 $432K
Verdence Capital Advisors LLC 0.03% Reduce -0.3% 19,908 $429K
Arkadios Wealth Advisors 0.01% Add +48.9% 19,755 $426K
Keebeck Wealth Management 0.06% No change 19,688 $424K
Tilia Fiduciary Partners, Inc. 0.25% Add +0.9% 18,960 $408K
Catalyst Funds Management Pty Ltd 0.11% Reduce -74.3% 18,570 $400K
Sheets Smith Wealth Management 0.05% Add +6.4% 18,410 $397K
Cambridge Investment Research Advisors, Inc. 0.00% New 18,109 $390K
Global Retirement Partners, LLC 0.01% — 17,776 $383K
Skylands Capital, LLC 0.05% New 17,500 $377K
Hilltop Holdings Inc. 0.02% New 17,412 $375K
Sender Co & Partners, Inc. 0.11% New 17,326 $373K
Janney Capital Management LLC 0.02% Add +20.5% 16,903 $364K
SG Americas Securities, LLC 0.00% Reduce -69.8% 16,667 $359K
Focus Partners Wealth 0.00% New 16,529 $356K
Freestone Grove Partners LP 0.00% New 16,390 $353K
Sciencast Management LP 0.07% New 16,135 $348K
Prelude Capital Management, LLC 0.03% Reduce -35.8% 15,997 $345K
US Bancorp \de 0.00% Add +883.6% 15,846 $341K
Manchester Capital Management LLC 0.04% New 15,071 $325K
Willis Investment Counsel 0.02% No change 15,000 $323K
Bullseye Asset Management LLC 0.16% New 15,000 $323K
Fox Run Management, L.L.C. 0.05% New 14,987 $323K
First Bank & Trust 0.06% Add +2.5% 14,676 $316K
Diversify Wealth Management, LLC 0.02% Reduce -5.0% 15,817 $316K
Diametric Capital, LP 0.17% Reduce -76.5% 14,486 $312K
Jones Financial Companies LLLP 0.00% Add +352.2% 14,573 $302K
Swiss Life Asset Management Ltd 0.00% New 13,908 $300K
Strategic Wealth Partners, Ltd. 0.02% — 13,800 $297K
Commonwealth Equity Services, LLC 0.00% New 13,712 $295K
KBC Group NV 0.00% Reduce -18.8% 13,214 $285K
Wealth Effects LLC 0.10% Reduce -18.8% 13,000 $280K
Vanguard Personalized Indexing Management, LLC 0.00% New 12,804 $276K
CIBC Asset Management Inc 0.00% No change 12,756 $275K
Parsons Capital Management Inc. 0.02% New 12,715 $274K
Provident Wealth Management, LLC 0.09% No change 12,461 $268K
Valeo Financial Advisors, LLC 0.01% New 12,340 $266K
Ingalls & Snyder LLC 0.01% New 12,164 $262K
Chicago Partners Investment Group LLC 0.01% New 11,721 $259K
Mariner, LLC 0.00% New 12,000 $258K
Pathstone Holdings, LLC 0.00% New 11,930 $257K
Gladstone Institutional Advisory LLC 0.01% New 11,780 $254K
Parallel Advisors, LLC 0.01% Add +1.2% 11,709 $252K
Caitong International Asset Management Co., Ltd 0.18% Add +5281.5% 11,624 $250K
Praxis Investment Management Inc. 0.02% No change 11,540 $249K
Maple Capital Management, Inc. 0.02% New 11,445 $247K
Cerity Partners LLC 0.00% New 11,346 $244K
Red Door Wealth Management, LLC 0.03% New 11,267 $243K
Portside Wealth Group, LLC 0.04% New 10,978 $236K
Cladis Investment Advisory, LLC 0.14% New 10,500 $226K
Carret Asset Management, LLC 0.02% No change 10,400 $224K
Omnitrust Wealth Management, Inc 0.26% — 12,784 $221K
Tenon Financial LLC 0.10% No change 15,930 $216K
Los Angeles Capital Management LLC 0.00% New 9,994 $215K
Bridgefront Capital, LLC 0.06% Reduce -9.1% 9,964 $215K
MetLife Investment Management, LLC 0.00% New 9,914 $214K
Empowered Funds, LLC 0.00% New 9,829 $212K
Aprio Wealth Management, LLC 0.02% New 9,796 $211K
Comerica Bank 0.00% New 9,579 $206K
PharVision Advisers, LLC 0.29% New 9,452 $204K
Loomis Sayles & Co. L P 0.00% Add +185.7% 8,303 $179K
Bokf, NA 0.00% New 8,264 $178K
FNY Investment Advisers, LLC 0.07% Reduce -2.9% 7,964 $171K
Future Financial Wealth Managment LLC 0.10% New 7,000 $151K
PNC Financial Services Group, Inc. 0.00% Add +2.3% 6,917 $149K
Atlas Capital Advisors Inc. 0.02% New 5,938 $128K
AlphaQuest LLC 0.01% Add +22.9% 5,907 $127K
Compagnie Lombard Odier SCmA 0.00% Add +109.5% 4,400 $95K
TD Waterhouse Canada Inc. 0.00% New 3,716 $79K
Wexford Capital LP 0.02% New 3,600 $78K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 3,389 $73K
Tower Research Capital LLC (TRC) 0.00% New 3,317 $71K
Quarry LP 0.02% New 3,121 $67K
First Horizon Advisors, Inc. 0.00% Add +6.3% 2,965 $64K
Danske Bank A/S 0.00% New 2,800 $60K
MAI Capital Management 0.00% Add +22.2% 2,751 $59K
Cwm, LLC 0.00% Add +0.1% 2,026 $44K
SJS Investment Consulting Inc. 0.01% No change 1,723 $37K
Pittenger & Anderson Inc. 0.00% Add +10.1% 1,519 $33K
Russell Investments Group, Ltd. 0.00% New 1,375 $30K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 1,315 $28K
GW&K Investment Management, LLC 0.00% New 1,260 $27K
Allworth Financial LP 0.00% Add +1740.9% 1,215 $26K
Bellwether Advisors, LLC 0.00% No change 1,171 $25K
American Capital Advisory, LLC 0.01% Add +258.0% 1,167 $25K
Farther Finance Advisors, LLC 0.00% New 1,142 $25K
Larson Financial Group LLC 0.00% Reduce -43.0% 1,115 $24K
Signaturefd, LLC 0.00% Reduce -66.8% 1,053 $23K
Pflug Koory, LLC 0.01% Reduce -16.7% 1,000 $22K
Blue Trust, Inc. 0.00% No change 911 $20K
SBI Securities Co., Ltd. 0.00% New 839 $18K
Hartford Financial Management Inc. 0.00% No change 700 $15K
NewEdge Advisors, LLC 0.00% New 650 $14K
Principal Securities, Inc. 0.00% New 647 $14K
Plante Moran Financial Advisors, LLC 0.00% No change 642 $14K
Geneos Wealth Management Inc. 0.00% New 550 $12K
CNB Bank 0.01% No change 500 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 468 $10K
Elkhorn Partners Limited Partnership 0.01% New 400 $9K
ORG Partners LLC 0.00% New 350 $7K
Versant Capital Management, Inc 0.00% Add +11.0% 283 $6K
Bell Investment Advisors, Inc 0.00% Add +263.5% 269 $6K
MassMutual Private Wealth & Trust, FSB 0.00% New 249 $5K
Rossby Financial, LCC 0.00% No change 211 $5K
Assetmark, Inc. 0.00% Add +769.6% 200 $4K
State of Wyoming 0.00% Reduce -99.4% 163 $4K
EverSource Wealth Advisors, LLC 0.00% Add +160.9% 120 $3K
Private Wealth Management Group, LLC 0.00% Reduce -9.0% 111 $2K
Essential Partners LLC 0.00% — 99 $2K
Hilltop National Bank 0.00% — 79 $2K
Rothschild Investment LLC 0.00% New 70 $2K
Northwestern Mutual Wealth Management Co. 0.00% New 69 $1K
UMB Bank, n.a. 0.00% New 61 $1K
Parkside Financial Bank & Trust 0.00% New 47 $1K
Capital Advisors, Ltd. LLC 0.00% Add +7.0% 46 $1K
Bruce G. Allen Investments, LLC 0.00% New 42 $905
True Wealth Design, LLC 0.00% Add +81.8% 40 $862
Twin Peaks Wealth Advisors, LLC 0.00% New 43 $858

"% of holder's portfolio" is QXO's weight in each manager's 13F, not the share of Qxo Inc. the manager owns.