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QXO Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mackay Shields LLC
INCREASED
Shares1,407,248 from 1,169,488
Change+237,760 (+20%)
Value$52.2M (-$5.2M)
Filed 2026-10-13
Calamos Advisors LLC
INCREASED
Shares1,015,662 from 1,007,291
Change+8,371 (+1%)
Value$41.1M (-$8.0M)
Filed 2026-11-02
TrueMark Investments, LLC
NEW
Shares180,260
Change+180,260
Value$7.3M
Filed 2026-11-05
Arnhold LLC
NEW
Shares67,000
Change+67,000
Value$2.7M
Filed 2026-10-26
Kornitzer Capital Management Inc
INCREASED
Shares35,000 from 30,000
Change+5,000 (+17%)
Value$1.3M (-$192.8K)
Filed 2026-11-03
AGF Management LTD
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$890.1K (-$182.2K)
Filed 2026-11-03
Calamos Wealth Management LLC
DECREASED
Shares10,398 from 10,691
Change-293 (-3%)
Value$420.7K (-$100.4K)
Filed 2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED
Shares9,145 from 9,145
Change0 (0%)
Value$370.0K (-$75.7K)
Filed 2026-10-06
Virtue Asset Management LLC
DECREASED
Shares8,501 from 8,787
Change-286 (-3%)
Value$344.0K (-$84.3K)
Filed 2026-10-21
Oppenheimer Asset Management Inc.
NEW
Shares5,298
Change+5,298
Value$214.4K
Filed 2026-10-27
SRH Advisors, LLC
NEW
Shares1,225
Change+1,225
Value$49.6K
Filed 2026-10-22
Fifth Third Bancorp
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$36.3K (-$7.4K)
Filed 2026-11-05
TD Private Client Wealth LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$809 (-$166)
Filed 2026-10-28
Wolverine Asset Management LLC
CLOSED
Shares0 from 455,737
Change-455,737 (-100%)
Value$0 (-$22.3M)
Filed 2026-11-02
Barclays PLC
CLOSED
Shares0 from 24,642
Change-24,642 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-06
Oppenheimer & Co Inc
CLOSED
Shares0 from 4,560
Change-4,560 (-100%)
Value$0 (-$222.3K)
Filed 2026-10-26
Jefferies Financial Group Inc.
CLOSED
Shares0 from 4,301
Change-4,301 (-100%)
Value$0 (-$209.6K)
Filed 2026-11-05
Franklin Resources Inc
N/A
Shares— from 1,566,986
Change-1,566,986 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 710,852
Change-710,852 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 585,850
Change-585,850 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 569,445
Change-569,445 (-100%)
Value—
Advent Capital Management
N/A
Shares— from 444,547
Change-444,547 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 414,721
Change-414,721 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 413,455
Change-413,455 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 349,250
Change-349,250 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 287,694
Change-287,694 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 250,908
Change-250,908 (-100%)
Value—
State Street Corp
N/A
Shares— from 175,000
Change-175,000 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 170,255
Change-170,255 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 166,420
Change-166,420 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 146,000
Change-146,000 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 84,635
Change-84,635 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 65,598
Change-65,598 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 65,060
Change-65,060 (-100%)
Value—
Skaana Management L.P.
N/A
Shares— from 58,497
Change-58,497 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 57,500
Change-57,500 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 42,144
Change-42,144 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 41,342
Change-41,342 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 27,875
Change-27,875 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,717
Change-17,717 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 13,173
Change-13,173 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 10,106
Change-10,106 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,269
Change-6,269 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,382
Change-5,382 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Ares Systematic Credit Ltd
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 580
Change-580 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 355
Change-355 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 298
Change-298 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Status
Mackay Shields LLC
INCREASED1,407,2481,169,488+237,760+20%$57.4M$52.2M-$5.2M2026-10-13
Calamos Advisors LLC
INCREASED1,015,6621,007,291+8,371+1%$49.1M$41.1M-$8.0M2026-11-02
TrueMark Investments, LLC
NEW180,260—+180,260——$7.3M—2026-11-05
Arnhold LLC
NEW67,000—+67,000——$2.7M—2026-10-26
Kornitzer Capital Management Inc
INCREASED35,00030,000+5,000+17%$1.5M$1.3M-$192.8K2026-11-03
AGF Management LTD
UNCHANGED22,00022,00000%$1.1M$890.1K-$182.2K2026-11-03
Calamos Wealth Management LLC
DECREASED10,39810,691-293-3%$521.1K$420.7K-$100.4K2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED9,1459,14500%$445.7K$370.0K-$75.7K2026-10-06
Virtue Asset Management LLC
DECREASED8,5018,787-286-3%$428.3K$344.0K-$84.3K2026-10-21
Oppenheimer Asset Management Inc.
NEW5,298—+5,298——$214.4K—2026-10-27
SRH Advisors, LLC
NEW1,225—+1,225——$49.6K—2026-10-22
Fifth Third Bancorp
UNCHANGED89689600%$43.7K$36.3K-$7.4K2026-11-05
TD Private Client Wealth LLC
UNCHANGED202000%$975$809-$1662026-10-28
Wolverine Asset Management LLC
CLOSED0455,737-455,737-100%$22.3M$0-$22.3M2026-11-02
Barclays PLC
CLOSED024,642-24,642-100%$1.2M$0-$1.2M2026-11-06
Oppenheimer & Co Inc
CLOSED04,560-4,560-100%$222.3K$0-$222.3K2026-10-26
Jefferies Financial Group Inc.
CLOSED04,301-4,301-100%$209.6K$0-$209.6K2026-11-05
Franklin Resources Inc
N/A—1,566,986-1,566,986-100%$76.4M———
BlackRock, Inc.
N/A—710,852-710,852-100%$34.6M———
Ameriprise Financial Inc
N/A—585,850-585,850-100%$28.6M———
Orbis Allan Gray Ltd
N/A—569,445-569,445-100%$27.8M———
Advent Capital Management
N/A—444,547-444,547-100%$21.8M———
Two Sigma Investments, LP
N/A—414,721-414,721-100%$20.2M———
Clearbridge Investments, LLC
N/A—413,455-413,455-100%$20.2M———
Walleye Capital LLC
N/A—350,000-350,000-100%$17.2M———
Susquehanna Advisors Group, Inc.
N/A—350,000-350,000-100%$17.1M———
Manufacturers Life Insurance Company, the
N/A—349,250-349,250-100%$17.2M———
Van Eck Associates Corp
N/A—287,694-287,694-100%$14.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—250,908-250,908-100%$12.2M———
State Street Corp
N/A—175,000-175,000-100%$8.6M———
SSI Investment Management LLC
N/A—170,255-170,255-100%$8.3M———
Magnetar Financial LLC
N/A—166,420-166,420-100%$8.1M———
Alberta Investment Management Corp
N/A—150,000-150,000-100%$7.3M———
FMR LLC
N/A—146,000-146,000-100%$7.1M———
BlueCrest Capital Management Ltd
N/A—84,635-84,635-100%$4.1M———
Morgan Stanley
N/A—65,598-65,598-100%$3.2M———
Punch & Associates Investment Management, Inc.
N/A—65,060-65,060-100%$3.2M———
Skaana Management L.P.
N/A—58,497-58,497-100%$2.9M———
Invesco Ltd.
N/A—57,500-57,500-100%$2.8M———
Raymond James Financial Inc
N/A—42,144-42,144-100%$2.1M———
Wells Fargo & Company
N/A—41,342-41,342-100%$2.0M———
Uniplan Investment Counsel, Inc.
N/A—27,875-27,875-100%$1.4M———
Goldman Sachs Group Inc
N/A—17,717-17,717-100%$863.5K———
Stifel Financial Corp
N/A—13,173-13,173-100%$642.1K———
SEI Investments Co
N/A—10,106-10,106-100%$492.6K———
Fort Sheridan Advisors LLC
N/A—6,300-6,300-100%$307.1K———
Cetera Investment Advisers
N/A—6,269-6,269-100%$305.6K———
Elequin Capital, LP
N/A—5,835-5,835-100%$287.7K———
Envestnet Asset Management Inc
N/A—5,382-5,382-100%$262.3K———
UBS Group AG
N/A—5,108-5,108-100%$249.0K———
Jane Street Group, LLC
N/A—4,452-4,452-100%$217.0K———
Loomis Sayles & Co L P
N/A—1,732-1,732-100%$29.9K———
Ares Systematic Credit Ltd
N/A—1,265-1,265-100%$61.7K———
Lazard Asset Management LLC
N/A—800-800-100%$8———
Whittier Trust Co
N/A—580-580-100%$26.5K———
Royal Bank of Canada
N/A—355-355-100%$17.0K———
Tower Research Capital LLC (TRC)
N/A—298-298-100%$14.5K———
Family Manage LLC
N/A—200-200-100%$9.7K———
Showing 58 of 58 institutions