FDXFNYSEAir Courier ServicesFiscal year ends May 31
FedEx Freight Holding Company, Inc.
Financials through fiscal 2026, year ended May 31, 2026Last filing: 10-K on Aug 5, 2026
$110.20−3.01 (-2.66%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- 25.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
60.9%
91M of 150M shares
Institutional holders
1,129
1129 new, 0 sold out
Net institutional buying
91M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,346,293 | 7.00% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 8,194,621 | 5.50% | 13G (passive) | Jun 30, 2026 |
| FedEx Corporation | 29,751,545 | 19.90% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FDXF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,078,495 | 6.07% | $1.37B | New | 0.02% |
| Dodge & Cox | 7,182,771 | 4.80% | $1.08B | New | 0.57% |
| Vanguard Capital Management LLC | 7,059,822 | 4.72% | $1.07B | New | 0.02% |
| Vanguard Portfolio Management LLC | 4,856,936 | 3.25% | $733.40M | New | 0.03% |
| Primecap Management Co/Ca/ | 4,048,660 | 2.71% | $611.35M | New | 0.36% |
| Invesco Ltd. | 3,470,101 | 2.32% | $523.98M | New | 0.04% |
| Franklin Resources Inc | 2,941,682 | 1.97% | $444.19M | New | 0.10% |
| Geode Capital Management, LLC | 2,897,674 | 1.94% | $435.82M | New | 0.02% |
| Viking Global Investors LP | 2,366,634 | 1.58% | $357.36M | New | 1.02% |
| Slate Path Capital LP | 2,247,200 | 1.50% | $339.33M | New | 4.70% |
| Morgan Stanley | 1,454,800 | 0.97% | $219.68M | New | 0.01% |
| Norges Bank | 1,342,980 | 0.90% | $202.79M | New | 0.02% |
| JPMorgan Chase & Co | 1,333,133 | 0.89% | $199.56M | New | 0.01% |
| FMR LLC | 1,330,220 | 0.89% | $200.86M | New | 0.01% |
| Dimensional Fund Advisors LP | 1,304,710 | 0.87% | $197.00M | New | 0.04% |
| Point72 Asset Management, L.P. | 1,199,248 | 0.80% | $181.09M | New | 0.20% |
| Bill & Melinda Gates Foundation Trust | 1,192,181 | 0.80% | $180.02M | New | 0.52% |
| Aqr Capital Management LLC | 1,024,555 | 0.69% | $154.71M | New | 0.05% |
| Bank Of America Corp /De/ | 983,572 | 0.66% | $148.52M | New | 0.01% |
| Northern Trust Corp | 971,211 | 0.65% | $146.65M | New | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,129 | 91M | 60.9% | 1129 / 0 | 0 / 0 | 91M | 0M |
| Q3 2025 | 0 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q2 2025 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FDXF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | 4,878,177 | 3.26% | $736.60M | 0.62% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,409,837 | 2.28% | $514.89M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 2,817,740 | 1.88% | $425.48M | 0.03% | Jun 30, 2026 |
| Vanguard Primecap Fund | 2,616,079 | 1.75% | $395.03M | 0.41% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,462,108 | 1.65% | $371.78M | 0.20% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,559,889 | 1.04% | $235.54M | 0.35% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,492,751 | 1.00% | $225.41M | 0.03% | Jun 30, 2026 |
| Putnam Large Cap Value Fund | 1,254,539 | 0.84% | $176.30M | 0.32% | Jul 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,062,667 | 0.71% | $149.34M | 0.15% | Jul 31, 2026 |
| Vanguard Capital Opportunity Fund | 674,187 | 0.45% | $101.80M | 0.31% | Jun 30, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 640,743 | 0.43% | $96.75M | 0.28% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 589,798 | 0.39% | $89.06M | 0.03% | Jun 30, 2026 |
| MFS Mid Cap Value Fund | 552,778 | 0.37% | $83.47M | 0.48% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 449,564 | 0.30% | $67.88M | 0.12% | Jun 30, 2026 |
| Vanguard High Dividend Yield Index Fund | 440,666 | 0.29% | $61.93M | 0.06% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John Alan Smith | President, CEO and Director | 23,197 | 0.02% | Jul 1, 2026 |
| Marshall Witt | EVP - Chief Financial Officer | 25,333 | 0.02% | Aug 11, 2026 |
| Guy M. Erwin II | SVP-Chief Accounting Officer | 9,354 | 0.01% | Jul 16, 2026 |
| Clement E. Klank III | EVP - CHRLO | 8,535 | 0.01% | Jul 1, 2026 |
| Michael Rodgers | EVP - Chief Technology Officer | 3,837 | 0.00% | Jul 1, 2026 |
| Michael B. Lyons | EVP, Chief Commercial Officer | 3,920 | 0.00% | Jul 1, 2026 |
| Clinton D. McCoy | EVP - Chief Operating Officer | 5,277 | 0.00% | Jul 1, 2026 |
| Samantha M. Smith | Director | 285,977 | 0.19% | Aug 5, 2026 |
| R. Brad Martin | Director | 45,439 | 0.03% | Aug 5, 2026 |
| Robert A. King | Director | 8,189 | 0.01% | Aug 5, 2026 |
| Jeffrey A. Davis | Director | 1,169 | 0.00% | Jul 1, 2026 |
| Stephen E. Gorman | Director | 3,819 | 0.00% | Jul 1, 2026 |
| Donald Frieson | Director | 1,169 | 0.00% | Jul 1, 2026 |
| Cindy J. Miller | Director | 1,169 | 0.00% | Jul 1, 2026 |
| John P. Sauerland | Director | 1,903 | 0.00% | Jul 1, 2026 |
| Amy J. Salcido | Director | 367 | 0.00% | Jul 1, 2026 |
| Corp Fedex | 10% owner | 29,751,545 | 19.90% | Jun 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Marshall Witt EVP - Chief Financial Officer | Aug 7, 2026 | Award | +20,723 | – | – | 25,333 |
| Guy M. Erwin II SVP-Chief Accounting Officer | Jun 29, 2026 | Award | +6,012 | – | – | 9,354 |
| Guy M. Erwin II SVP-Chief Accounting Officer | Jun 29, 2026 | Award | +1,603 | – | – | 3,342 |
| Marshall Witt EVP - Chief Financial Officer | Jun 29, 2026 | Award | +1,670 | – | – | 2,656 |
| Marshall Witt EVP - Chief Financial Officer | Jun 29, 2026 | Award | +1,954 | – | – | 4,610 |
| Cindy J. Miller Director | Jun 29, 2026 | Award | +1,169 | – | – | 1,169 |
| Donald Frieson Director | Jun 29, 2026 | Award | +1,169 | – | – | 1,169 |
| Michael Rodgers EVP - Chief Technology Officer | Jun 29, 2026 | Award | +3,340 | – | – | 3,837 |
| Michael Rodgers EVP - Chief Technology Officer | Jun 29, 2026 | Award | +1,837 | – | – | 5,674 |
| Amy J. Salcido Director | Jun 29, 2026 | Award | +367 | – | – | 367 |
| Amy J. Salcido Director | Jun 29, 2026 | Award | +1,169 | – | – | 1,536 |
| Stephen E. Gorman Director | Jun 29, 2026 | Award | +1,169 | – | – | 3,819 |
| Clinton D. McCoy EVP - Chief Operating Officer | Jun 29, 2026 | Award | +1,837 | – | – | 5,277 |
| Clinton D. McCoy EVP - Chief Operating Officer | Jun 29, 2026 | Award | +1,670 | – | – | 3,440 |
| Michael B. Lyons EVP, Chief Commercial Officer | Jun 29, 2026 | Award | +1,670 | – | – | 3,920 |
| Michael B. Lyons EVP, Chief Commercial Officer | Jun 29, 2026 | Award | +1,670 | – | – | 2,250 |
| R. Brad Martin Director | Jun 29, 2026 | Award | +3,340 | – | – | 30,913 |
| John P. Sauerland Director | Jun 29, 2026 | Award | +1,169 | – | – | 1,903 |
| John P. Sauerland Director | Jun 29, 2026 | Award | +734 | – | – | 734 |
| Samantha M. Smith Director | Jun 29, 2026 | Award | +1,169 | – | – | 85,327 |
| Samantha M. Smith Director | Jun 29, 2026 | Award | +367 | – | – | 84,158 |
| Clement E. Klank III EVP - CHRLO | Jun 29, 2026 | Award | +1,837 | – | – | 8,535 |
| Clement E. Klank III EVP - CHRLO | Jun 29, 2026 | Award | +1,670 | – | – | 6,698 |
| Guy M. Erwin II SVP-Chief Accounting Officer | Jun 29, 2026 | Award | +6,012 | – | – | 8,552 |
| Guy M. Erwin II SVP-Chief Accounting Officer | Jun 29, 2026 | Award | +801 | – | – | 2,540 |
| John Alan Smith President, CEO and Director | Jun 29, 2026 | Award | +6,680 | – | – | 21,516 |
| John Alan Smith President, CEO and Director | Jun 29, 2026 | Award | +7,515 | – | – | 29,031 |
| Jeffrey A. Davis Director | Jun 29, 2026 | Award | +1,169 | – | – | 1,169 |
| Robert A. King Director | Jun 29, 2026 | Award | +1,169 | – | – | 9,358 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +20,419 | – | – | 20,419 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +1,050 | – | – | 1,050 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +375 | – | – | 375 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +375 | – | – | 375 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +375 | – | – | 375 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +3,625 | – | – | 3,625 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +19,220 | – | – | 19,220 |
| Robert A. King Director | Jun 1, 2026 | Award | +8,189 | – | – | 8,189 |
| Samantha M. Smith Director | Jun 1, 2026 | Award | +162,481 | – | – | 162,481 |
| Samantha M. Smith Director | Jun 1, 2026 | Award | +39,705 | – | – | 39,705 |
| Samantha M. Smith Director | Jun 1, 2026 | Award | +83,791 | – | – | 83,791 |
| John Alan Smith President, CEO and Director | Jun 1, 2026 | Award | +14,836 | – | – | 14,836 |
| John Alan Smith President, CEO and Director | Jun 1, 2026 | Award | +1,681 | – | – | 1,681 |
| Michael B. Lyons EVP, Chief Commercial Officer | Jun 1, 2026 | Award | +580 | – | – | 580 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +19,220 | – | – | 19,220 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +3,625 | – | – | 3,625 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +1,050 | – | – | 1,050 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +20,419 | – | – | 20,419 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +375 | – | – | 375 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +375 | – | – | 375 |
| R. Brad Martin Director | Jun 1, 2026 | Award | +375 | – | – | 375 |
| Guy M. Erwin II SVP-Chief Accounting Officer | Jun 1, 2026 | Award | +1,739 | – | – | 1,739 |
| Robert A. King Director | Jun 1, 2026 | Award | +8,189 | – | – | 8,189 |
| Clinton D. McCoy EVP - Chief Operating Officer | Jun 1, 2026 | Award | +1,770 | – | – | 1,770 |
| Michael Rodgers EVP - Chief Technology Officer | Jun 1, 2026 | Award | +497 | – | – | 497 |
| Samantha M. Smith Director | Jun 1, 2026 | Award | +83,791 | – | – | 83,791 |
| Samantha M. Smith Director | Jun 1, 2026 | Award | +162,481 | – | – | 162,481 |
| Samantha M. Smith Director | Jun 1, 2026 | Award | +39,705 | – | – | 39,705 |
| Clement E. Klank III EVP - CHRLO | Jun 1, 2026 | Award | +5,029 | – | – | 5,029 |
| Stephen E. Gorman Director | Jun 1, 2026 | Award | +2,650 | – | – | 2,650 |
| Marshall Witt EVP - Chief Financial Officer | Jun 1, 2026 | Award | +986 | – | – | 986 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.