GXO Logistics, Inc. (GXO) — Institutional Holders, Q2 2026

481 institutional investment managers reported a GXO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $6.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← GXO stock profile

GXO in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

167

Trimmed

155

Sold out

Biggest buyers

SPRUCE HOUSE INVESTMENT MANAGEMENTAdded · +2,000,000 sh+$101.4M
COOPER CREEK PARTNERS MANAGEMENTAdded · +1,322,264 sh+$67.0M
BALYASNY ASSET MANAGEMENT L.P.New · +981,165 sh+$49.7M
BlackRockAdded · +953,758 sh+$48.4M
Khrom Capital ManagementAdded · +864,734 sh+$43.8M

Biggest sellers

Focus Partners WealthTrimmed · -2,115,181 sh-$107.2M
Swedbank ABTrimmed · -1,115,000 sh-$56.5M
BNP Paribas Asset Management Holding S.A.Trimmed · -850,063 sh-$43.1M
Point72 Asset Management, L.P.Trimmed · -566,089 sh-$28.7M
Perpetual LtdTrimmed · -522,583 sh-$26.5M

GXO 13F holders ranked 1–100 of 481

Institutional investors reporting a position in GXO Logistics, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	Orbis Allan Gray Ltd#1 · 13,424,844 sh	13,424,844	$680.6M	2.34%	0.0%
2	BlackRock#2 · 11,280,366 sh	11,280,366	$571.9M	<0.01%	+9.2%
3	SPRUCE HOUSE INVESTMENT MANAGEMENT#3 · 5,250,000 sh	5,250,000	$266.2M	7.83%	+61.5%
4	VANGUARD CAPITAL MANAGEMENT#4 · 5,201,222 sh	5,201,222	$263.7M	<0.01%	+1.1%
5	DIMENSIONAL FUND ADVISORS#5 · 5,164,894 sh	5,164,894	$261.9M	0.05%	+6.1%
6	VANGUARD PORTFOLIO MANAGEMENT#6 · 4,915,008 sh	4,915,008	$249.2M	0.01%	-0.4%
7	Clearbridge Investments#7 · 4,721,626 sh	4,721,626	$239.4M	0.20%	-0.1%
8	FMR#8 · 4,148,859 sh	4,148,859	$210.3M	<0.01%	+21.8%
9	STATE STREET#9 · 3,837,044 sh	3,837,044	$194.5M	<0.01%	+6.1%
10	River Road Asset Management#10 · 3,262,754 sh	3,262,754	$165.4M	1.84%	-7.9%
11	Khrom Capital Management#11 · 2,853,117 sh	2,853,117	$144.7M	12.12%	+43.5%
12	Neuberger Berman Group#12 · 2,357,217 sh	2,357,217	$119.5M	0.08%	-0.7%
13	ALLIANCEBERNSTEIN L.P.#13 · 2,287,205 sh	2,287,205	$118.6M	0.04%	-0.6%
14	COOPER CREEK PARTNERS MANAGEMENT#14 · 2,164,290 sh	2,164,290	$109.7M	2.60%	+157.0%
15	GEODE CAPITAL MANAGEMENT#15 · 2,133,849 sh	2,133,849	$108.2M	<0.01%	+1.7%
16	Focus Partners Wealth#16 · 2,070,094 sh	2,070,094	$105.0M	0.11%	-50.5%
17	MORGAN STANLEY#17 · 1,785,231 sh	1,785,231	$90.5M	<0.01%	-20.8%
18	CHARLES SCHWAB INVESTMENT MANAGEMENT#18 · 1,246,465 sh	1,246,465	$63.2M	<0.01%	+0.1%
19	BROWN BROTHERS HARRIMAN#19 · 1,216,483 sh	1,216,483	$61.7M	0.27%	-11.1%
20	SUMMITRY#20 · 1,148,726 sh	1,148,726	$58.2M	1.92%	+34.1%
21	Rokos Capital Management LLP#21 · 1,110,869 sh	1,110,869	$56.3M	0.21%	+170.3%
22	Global Alpha Capital Management Ltd.#22 · 1,046,730 sh	1,046,730	$53.1M	3.18%	+12.6%
23	NORGES BANK#23 · 1,034,511 sh	1,034,511	$52.4M	<0.01%	—
24	JUPITER ASSET MANAGEMENT LTD#24 · 1,016,647 sh	1,016,647	$51.5M	0.26%	+22.0%
25	Engaged Capital#25 · 984,769 sh	984,769	$49.9M	15.26%	+19.8%
26	BALYASNY ASSET MANAGEMENT L.P.#26 · 981,165 sh	981,165	$49.7M	0.06%	New
27	NORTHERN#27 · 971,706 sh	971,706	$49.3M	<0.01%	+2.2%
28	UBS Group AG#28 · 932,325 sh	932,325	$47.3M	<0.01%	+23.1%
29	VICTORY CAPITAL MANAGEMENT#29 · 910,311 sh	910,311	$46.2M	0.03%	-21.0%
30	Parsifal Capital Management#30 · 908,632 sh	908,632	$46.1M	5.58%	+6.8%
31	SG Capital Management#31 · 869,053 sh	869,053	$44.1M	3.64%	+58.0%
32	CIBC Bancorp USA#32 · 740,884 sh	740,884	$37.6M	0.05%	New
33	VANGUARD FIDUCIARY#33 · 727,195 sh	727,195	$36.9M	<0.01%	+2.3%
34	Qube Research & Technologies Ltd#34 · 693,823 sh	693,823	$35.2M	0.03%	+130.5%
35	Bank of New York Mellon#35 · 665,453 sh	665,453	$33.7M	<0.01%	-6.8%
36	Engineers Gate Manager#36 · 644,807 sh	644,807	$32.7M	0.42%	+50.1%
37	WELLS FARGO & COMPANY#37 · 629,207 sh	629,207	$31.9M	<0.01%	+90.7%
38	Arvin Capital Management#38 · 598,125 sh	598,125	$30.3M	3.96%	+13.8%
39	MARSHALL WACE, LLP#39 · 590,441 sh	590,441	$29.9M	0.02%	+1.1%
40	GOLDMAN SACHS GROUP#40 · 581,559 sh	581,559	$29.5M	<0.01%	+44.2%
41	Legal & General Group Plc#41 · 539,957 sh	539,957	$27.4M	<0.01%	+44.0%
42	CITADEL ADVISORS#42 · 528,004 sh	528,004	$26.8M	<0.01%	+1.4%
43	Invesco Ltd.#43 · 524,708 sh	524,708	$26.6M	<0.01%	+31.2%
44	MILFORD FUNDS LTD#44 · 519,977 sh	519,977	$26.4M	0.43%	-48.0%
45	LOS ANGELES CAPITAL MANAGEMENT#45 · 519,910 sh	519,910	$26.4M	0.10%	+3147.4%
46	HRT FINANCIAL#46 · 518,379 sh	518,379	$26.3M	0.07%	+110.3%
47	Nuveen#47 · 483,390 sh	483,390	$24.5M	<0.01%	-6.3%
48	RAYMOND JAMES FINANCIAL#48 · 474,605 sh	474,605	$24.1M	<0.01%	-0.4%
49	D. E. Shaw#49 · 460,787 sh	460,787	$23.4M	0.01%	+58.0%
50	CAPSTONE INVESTMENT ADVISORS#50 · 447,959 sh	447,959	$22.7M	0.02%	-53.6%
51	Bridgewater Associates#51 · 430,309 sh	430,309	$21.8M	0.09%	+560.5%
52	EXCHANGE TRADED CONCEPTS#52 · 413,073 sh	413,073	$20.9M	0.10%	+42.6%
53	BANK OF AMERICA#53 · 403,738 sh	403,738	$20.5M	<0.01%	+12.5%
54	BNP PARIBAS FINANCIAL MARKETS#54 · 360,530 sh	360,530	$18.3M	<0.01%	+151.9%
55	Swedbank AB#55 · 355,000 sh	355,000	$18.0M	0.02%	-75.9%
56	Blue Door Asset Management#56 · 354,293 sh	354,293	$18.0M	8.46%	New
57	PRICE T ROWE ASSOCIATES#57 · 331,493 sh	331,493	$16.8M	<0.01%	+32.6%
58	AMERIPRISE FINANCIAL#58 · 328,501 sh	328,501	$16.7M	<0.01%	-0.4%
59	Penn Capital Management Company#59 · 316,639 sh	316,639	$16.1M	1.02%	+8.6%
60	RHUMBLINE ADVISERS#60 · 305,918 sh	305,918	$15.5M	0.01%	-0.1%
61	Gotham Asset Management#61 · 301,116 sh	301,116	$15.3M	0.04%	-5.1%
62	Rathbones Group PLC#62 · 294,553 sh	294,553	$14.9M	0.06%	0.0%
63	SEGALL BRYANT & HAMILL#63 · 294,469 sh	294,469	$14.9M	0.18%	+12.3%
64	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#64 · 292,633 sh	292,633	$14.8M	<0.01%	-3.2%
65	WINTON GROUP Ltd#65 · 288,330 sh	288,330	$14.6M	0.47%	+3.1%
66	Douglas Lane & Associates#66 · 286,516 sh	286,516	$14.5M	—	-14.1%
67	LOOMIS SAYLES & L P#67 · 272,270 sh	272,270	$13.8M	0.02%	+24.2%
68	NEW YORK STATE COMMON RETIREMENT FUND#68 · 265,196 sh	265,196	$13.4M	0.02%	+5.5%
69	LUMINUS MANAGEMENT#69 · 263,217 sh	263,217	$13.3M	9.12%	+305.3%
70	PRINCIPAL FINANCIAL GROUP#70 · 261,202 sh	261,202	$13.2M	<0.01%	-40.8%
71	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#71 · 256,246 sh	256,246	$13.0M	<0.01%	+11.2%
72	Aristotle Capital Boston#72 · 240,204 sh	240,204	$12.2M	0.82%	-16.3%
73	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#73 · 239,196 sh	239,196	$12.1M	<0.01%	New
74	JPMORGAN CHASE#74 · 229,029 sh	229,029	$11.8M	<0.01%	-1.3%
75	Swiss National Bank#75 · 230,213 sh	230,213	$11.7M	<0.01%	+1.6%
76	FIRST ADVISORS#76 · 223,497 sh	223,497	$11.3M	<0.01%	+5.7%
77	683 Capital Management#77 · 215,000 sh	215,000	$10.9M	0.54%	-57.0%
78	RENAISSANCE TECHNOLOGIES#78 · 210,100 sh	210,100	$10.7M	0.01%	+273.2%
79	AGMAN CAPITAL#79 · 206,226 sh	206,226	$10.5M	6.59%	+2.3%
80	Hudson Bay Capital Management#80 · 202,791 sh	202,791	$10.3M	0.03%	-13.1%
81	DEUTSCHE BANK AG\#81 · 193,851 sh	193,851	$9.8M	<0.01%	+0.9%
82	Retirement Systems of Alabama#82 · 188,261 sh	188,261	$9.5M	0.03%	-10.2%
83	CIBC WORLD MARKET#83 · 184,025 sh	184,025	$9.3M	0.01%	+816.9%
84	BARCLAYS PLC#84 · 177,477 sh	177,477	$9.0M	<0.01%	+181.1%
85	KIRR MARBACH#85 · 176,882 sh	176,882	$9.0M	—	+2.2%
86	Foster Victor Wealth Advisors#86 · 173,525 sh	173,525	$8.6M	—	+8.6%
87	Russell Investments Group, Ltd.#87 · 159,382 sh	159,382	$8.1M	<0.01%	-6.8%
88	Motley Fool Asset Management#88 · 158,967 sh	158,967	$8.1M	0.31%	-5.6%
89	Atom Investors#89 · 156,873 sh	156,873	$8.0M	0.71%	+43.7%
90	Pekin Hardy Strauss#90 · 151,566 sh	151,566	$7.7M	0.68%	+13.2%
91	Great Hill Capital#91 · 149,313 sh	149,313	$7.6M	—	+66.3%
92	SEI INVESTMENTS#92 · 140,032 sh	140,032	$7.1M	<0.01%	+5.0%
93	WASHINGTON#93 · 136,492 sh	136,492	$6.9M	—	-3.1%
94	Varenne Capital Partners#94 · 135,089 sh	135,089	$6.8M	1.13%	-17.0%
95	Point72 Asset Management, L.P.#95 · 132,388 sh	132,388	$6.7M	<0.01%	-81.0%
96	Lagoda Investment Management, L.P.#96 · 129,310 sh	129,310	$6.6M	3.60%	0.0%
97	Universal- Beteiligungs- und Servicegesellschaft mbH#97 · 126,571 sh	126,571	$6.4M	<0.01%	+30.3%
98	PRIMECAP MANAGEMENT#98 · 125,400 sh	125,400	$6.4M	<0.01%	-4.5%
99	FIRETRAIL INVESTMENTS PTY LTD#99 · 124,971 sh	124,971	$6.3M	1.78%	-28.2%
100	VIRGINIA RETIREMENT SYSTEMS ET Al#100 · 115,882 sh	115,882	$5.9M	0.02%	+130.2%

Funds that sold out of GXO in Q2 2026 (51)

Held GXO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held GXO in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
J. Goldman466,028 sh	466,028	$24.2M
Caption Management270,000 sh	270,000	$14.0M
NATIXIS160,703 sh	160,703	$8.3M
NOMURA ASSET MANAGEMENT INTERNATIONAL146,679 sh	146,679	$7.6M
MILLENNIUM MANAGEMENT131,430 sh	131,430	$6.8M
First Eagle Investment Management126,602 sh	126,602	$6.6M
KINGDON CAPITAL MANAGEMENT, L.L.C.125,000 sh	125,000	$6.5M
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.98,582 sh	98,582	$5.1M
Motley Fool Wealth Management86,775 sh	86,775	$4.5M
SMA Capital76,249 sh	76,249	$4.0M
AYAL Capital Advisors Ltd55,000 sh	55,000	$2.9M
TWINBEECH CAPITAL52,400 sh	52,400	$2.7M
Allianz Asset Management GmbH43,068 sh	43,068	$2.2M
Elo Mutual Pension Insurance23,571 sh	23,571	$1.2M
Susquehanna Portfolio Strategies22,556 sh	22,556	$1.2M
GROUP ONE TRADING, L.P.21,653 sh	21,653	$1.1M
CAPTRUST FINANCIAL ADVISORS11,177 sh	11,177	$579.5K
Maxi Investments CY Ltd11,100 sh	11,100	$576.0K
Graham Capital Management, L.P.7,360 sh	7,360	$381.6K
nVerses Capital7,269 sh	7,269	$376.9K
Huntleigh Advisors5,897 sh	5,897	$305.8K
Ipswich Investment Management5,661 sh	5,661	$293.5K
NICOLET BANKSHARES4,953 sh	4,953	$264.9K
R Squared Ltd4,932 sh	4,932	$255.7K
Mariner4,569 sh	4,569	$236.9K
Machina Capital S.A.S.4,388 sh	4,388	$227.5K
Leonteq Securities AG4,230 sh	4,230	$219.3K
Cerity Partners4,195 sh	4,195	$217.5K
WILEY BROS.-AINTREE CAPITAL3,978 sh	3,978	$206.3K
QUADRANT CAPITAL GROUP5,620 sh	5,620	$194.7K
Aster Capital Management (DIFC) Ltd2,614 sh	2,614	$102.2K
Security National Bank1,534 sh	1,534	$79.5K
MAI Capital Management1,166 sh	1,166	$60.5K
Addison Advisors1,075 sh	1,075	$55.7K
Aquatic Capital Management911 sh	911	$47.2K
Ancora Advisors663 sh	663	$34.4K
TIAA , NATIONAL ASSOCIATION517 sh	517	$26.8K
Destiny Wealth Partners370 sh	370	$19.2K
Root Financial Partners347 sh	347	$18.0K
Golden State Equity Partners205 sh	205	$10.6K
Advisory Services Network135 sh	135	$7.0K
Close Asset Management Ltd39 sh	39	$2.0K
Golden State Wealth Management27 sh	27	$1.4K
Lloyd Advisory Services20 sh	20	$1.0K
TWIN PEAKS WEALTH ADVISORS19 sh	19	$985.00
Transamerica Financial Advisors11 sh	11	$570.00
Whipplewood Advisors10 sh	10	$519.00
Signature Equity Partners8 sh	8	$415.00
Western Wealth Management8 sh	8	$389.00
Vermillion Wealth Management7 sh	7	$363.00
Retirement Wealth Solutions4 sh	4	$208.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.