Institutional Ownership Rxo, Inc. (RXO)
This table provides information about the institutional ownership of Rxo, Inc. (RXO). We have compiled data on the 300 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $2.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
254
shares
|
$4,193
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
247
shares
|
$4,077
0.0% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
239
shares
|
$3,945
0.0% of portfolio
|
Q2 2025
Added 582.86%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
225
shares
|
$3,714
0.0% of portfolio
|
Q2 2025
Added 1630.77%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
206
shares
|
$3,401
0.0% of portfolio
|
Q2 2025
Added 186.11%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
203
shares
|
$3,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
200
shares
|
$3,302
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$3,302
0.0% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
194
shares
|
$3,202
0.0% of portfolio
|
Q2 2024
Added 162.16%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
185
shares
|
$3,054
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
182
shares
|
$3,004
0.0% of portfolio
|
Q2 2025
Added 51.67%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
175
shares
|
$2,889
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
172
shares
|
$2,839
0.0% of portfolio
|
Q2 2025
Added 93.26%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
171
shares
|
$2,823
0.0% of portfolio
|
Q2 2025
Added 46.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
127
shares
|
$2,096
0.0% of portfolio
|
Q2 2024
Reduced 52.96%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
118
shares
|
$1,948
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
100
shares
|
$1,651
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
100
shares
|
$1,651
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
90
shares
|
$1,485
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
80
shares
|
$1,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
80
shares
|
$1,320
0.0% of portfolio
|
Q1 2023
Added 63.27%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
79
shares
|
$1,304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
75
shares
|
$1,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
75
shares
|
$1,238
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
72
shares
|
$1,188
0.0% of portfolio
|
Q4 2022
New holding
|