QXO QXO, Inc.
QXO, Inc. (QXO) Institutional Ownership
What the institutions did with QXO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Only 7 managers reported a position this quarter, so the percentages above describe a very small sample.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| NEVILLE RODIE & SHAW INC | 470.3K | 85.2% |
| DOLIVER ADVISORS, LP | 58.4K | 10.6% |
| CX Institutional | 18.4K | 3.3% |
| Versant Capital Management, Inc | 3.6K | 0.7% |
| MassMutual Private Wealth & Trust, FSB | 840 | 0.2% |
| Hickory Point Bank & Trust | 700 | 0.1% |
| Planning Strategies Inc. | 55 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | New | 0 | 470.3K | +470.3K |
| CX Institutional | New | 0 | 18.4K | +18.4K |
| DOLIVER ADVISORS, LP | Increased | 50.4K | 58.4K | +8.0K |
| Versant Capital Management, Inc | Increased | 444 | 3.6K | +3.2K |
| MassMutual Private Wealth & Trust, FSB | Increased | 252 | 840 | +588 |
| Planning Strategies Inc. | Increased | 5 | 55 | +50 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.