QXONYSEWholesale-Lumber & Other Construction MaterialsFiscal year ends December 31Also trades as QXO.PB
QXO, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$10.14−0.72 (-6.63%)
Close on Oct 19, 2026
- Market cap
- $7.78B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
890M
Shares held, 13F filers
Institutional holders
642
148 new, 82 sold out
Net institutional buying
195M
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 |
|---|---|---|---|---|
| Orbis Investment Management Ltd | 74,084,587 | 10.20% | 13G (passive) amendment | Jun 30, 2026 |
| Morgan Stanley | 57,700,582 | 8.60% | 13G (passive) amendment | Dec 31, 2025 |
| Baillie Gifford & Co | 47,867,886 | 6.60% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 45,503,686 | 6.30% | 13G (passive) | Jun 30, 2026 |
| MFN Partners, LP | 42,304,350 | 6.30% | 13G (passive) amendment | Sep 8, 2025 |
| Bradley S. Jacobs | 395,600,215 | 35.90% | 13D (active) amendment | Apr 18, 2026 |
| Jacobs Private Equity II, LLC | 394,218,132 | 49.00% | 13D (active) amendment | Apr 16, 2025 |
| Invesco Ltd. | 33,874,018 | 5.00% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of QXO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Morgan Stanley | 86,495,549 | – | $1.49B | +11,860,833 | 0.08% |
| Orbis Allan Gray Ltd | 73,951,325 | – | $1.28B | – | 4.39% |
| Invesco Ltd. | 48,108,252 | – | $831.31M | +9,975,598 | 0.07% |
| Baillie Gifford & Co | 47,867,886 | – | $827.16M | +34,243,647 | 0.75% |
| BlackRock, Inc. | 46,536,649 | – | $804.15M | +21,252,280 | 0.01% |
| Affinity Partners GP LP | 32,698,176 | – | $565.02M | +12,111 | 100.00% |
| UBS Group AG | 30,180,372 | – | $521.52M | +14,956,865 | 0.07% |
| Vanguard Capital Management LLC | 29,686,910 | – | $512.99M | +1,446,060 | 0.01% |
| Fred Alger Management, LLC | 27,362,195 | – | $472.82M | +4,957,483 | 1.58% |
| Vanguard Portfolio Management LLC | 27,069,727 | – | $467.76M | +1,409,749 | 0.02% |
| Alpha Wave Global, LP | 24,390,244 | – | $421.46M | – | 6.75% |
| MFN Partners Management, LP | 23,454,350 | – | $405.29M | – | 8.38% |
| Finepoint Capital LP | 18,113,850 | – | $313.01M | +4,255,435 | 11.18% |
| Schf (Gpe), LLC | 13,319,457 | – | $230.16M | – | 9.28% |
| Maniro Ltd | 12,047,619 | – | $208.18M | +1,106,700 | 46.71% |
| Consulta Ltd | 12,000,000 | – | $207.36M | +1,000,000 | 7.48% |
| Norges Bank | 11,613,483 | – | $200.68M | New | 0.02% |
| MTCO Ltd. | 10,940,919 | – | $189.06M | – | 69.69% |
| State Street Corp | 10,770,362 | – | $186.11M | +571,861 | 0.01% |
| Geode Capital Management, LLC | 9,297,544 | – | $165.72M | −106,471 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 642 | 890M | 148 / 312 | 111 / 82 | 228M | 34M |
| Q1 2026 | 582 | 696M | 113 / 258 | 126 / 50 | 134M | 57M |
| Q4 2025 | 528 | 675M | 121 / 222 | 118 / 64 | 96M | 39M |
| Q3 2025 | 475 | 617M | 164 / 189 | 76 / 43 | 82M | 68M |
| Q2 2025 | 357 | 602M | 160 / 127 | 42 / 23 | 281M | 25M |
| Q1 2025 | 222 | 347M | 66 / 84 | 43 / 23 | 39M | 13M |
| Q4 2024 | 181 | 323M | 71 / 55 | 34 / 18 | 47M | 22M |
| Q3 2024 | 130 | 298M | 113 / 12 | 3 / 1 | 295M | 9M |
| Q2 2024 | 19 | 12M | 19 / 0 | 0 / 0 | 12M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of QXO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 21,879,604 | – | $378.08M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 15,788,902 | – | $272.83M | 0.14% | Jun 30, 2026 |
| Growth Portfolio | 9,148,834 | – | $158.09M | 4.40% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 9,104,810 | – | $157.33M | 0.33% | Jun 30, 2026 |
| Alger Focus Equity Fund | 9,061,509 | – | $120.52M | 1.69% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 5,990,426 | – | $103.51M | 0.11% | Jun 30, 2026 |
| Patient Opportunity Trust | 5,200,000 | – | $89.86M | 4.48% | Jun 30, 2026 |
| Fidelity Mid Cap Index Fund | 3,662,989 | – | $48.72M | 0.09% | Jul 31, 2026 |
| Alger Spectra Fund | 3,640,977 | – | $48.42M | 1.12% | Jul 31, 2026 |
| Transamerica Capital Growth | 3,388,521 | – | $45.07M | 3.98% | Jul 31, 2026 |
| Morgan Stanley Discovery Portfolio | 3,202,944 | – | $55.35M | 4.42% | Jun 30, 2026 |
| Morgan Stanley Insight Fund | 3,016,658 | – | $52.13M | 4.24% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 2,663,873 | – | $46.03M | 0.08% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 2,617,801 | – | $45.16M | 0.11% | May 31, 2026 |
| Hood River Small-Cap Growth Fund | 2,422,658 | – | $41.86M | 0.63% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| S. Jacobs Bradley | Chief Executive Officer, Director, 10% owner | 1,382,083 | Jan 20, 2026 |
| Kenneth J. West | President and COO | – | Sep 17, 2026 |
| Madeline Otero | Interim CAO | 878 | Jul 17, 2026 |
| Robert Loughran | Interim CAO | – | Mar 25, 2026 |
| Christopher J. Signorello | Chief Legal Officer | 150,904 | Mar 9, 2026 |
| Ihsan Essaid | Chief Financial Officer | 348,882 | Jan 20, 2026 |
| Sean Christopher Smith | SEE REMARKS | 183,397 | Jan 5, 2026 |
| Valeri Liborski | Chief Technology Officer | – | Apr 23, 2025 |
| Alec C. Covington | Director | 153,887 | Jul 17, 2026 |
| Mary E. Kissel | Director | 37,575 | May 7, 2026 |
| Marlene M. Colucci | Director | 26,634 | May 7, 2026 |
| Allison Landry | Director | 32,105 | May 7, 2026 |
| Jason W. Aiken | Director | 26,634 | May 7, 2026 |
| Mario A. Harik | Director | 26,634 | May 7, 2026 |
| Jared Corey Kushner | Director | 16,286,797 | May 7, 2026 |
| Farhad Nanji | 10% owner | – | Nov 8, 2024 |
| Michael DeMichele | 10% owner | – | Nov 8, 2024 |
| MFN Partners Management, LP | 10% owner | – | Nov 8, 2024 |
| MFN Partners Management, LLC | 10% owner | 54,704,595 | Nov 8, 2024 |
| MFN Partners, LP | 10% owner | 46,908,701 | Nov 8, 2024 |
| MFN Partners GP, LLC | 10% owner | – | Nov 8, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alec C. Covington Director | Jul 1, 2026 | Award | +3,494 | – | – | 153,862 |
| Alec C. Covington Director | Jul 1, 2026 | Award | +150,368 | – | – | 150,368 |
| Marlene M. Colucci Director | May 5, 2026 | Option exercise | +12,111 | – | – | 26,634 |
| Allison Landry Director | May 5, 2026 | Option exercise | +12,111 | – | – | 32,105 |
| Mario A. Harik Director | May 5, 2026 | Option exercise | +12,111 | – | – | 26,634 |
| Jason W. Aiken Director | May 5, 2026 | Option exercise | +12,111 | – | – | 26,634 |
| Mary E. Kissel Director | May 5, 2026 | Option exercise | +12,111 | – | – | 37,575 |
| Jared Corey Kushner Director | May 5, 2026 | Option exercise | +12,111 | – | – | 26,634 |
| Christopher J. Signorello Chief Legal Officer | Jan 15, 2026 | Tax withholding | −21,902 | $25.52 | $558.94K | 150,904 |
| Christopher J. Signorello Chief Legal Officer | Jan 15, 2026 | Option exercise | +46,406 | – | – | 172,806 |
| S. Jacobs Bradley Chief Executive Officer, Director, 10% owner | Jan 15, 2026 | Tax withholding | −928,239 | $25.52 | $23.69M | 1,382,083 |
| S. Jacobs Bradley Chief Executive Officer, Director, 10% owner | Jan 15, 2026 | Option exercise | +2,001,888 | – | – | 2,310,322 |
| Ihsan Essaid Chief Financial Officer | Jan 15, 2026 | Tax withholding | −148,650 | $25.52 | $3.79M | 348,882 |
| Ihsan Essaid Chief Financial Officer | Jan 15, 2026 | Option exercise | +319,920 | – | – | 497,532 |
| Ihsan Essaid Chief Financial Officer | Dec 31, 2025 | Option exercise | +127,125 | – | – | 236,535 |
| Ihsan Essaid Chief Financial Officer | Dec 31, 2025 | Tax withholding | −58,923 | $21.04 | $1.24M | 177,612 |
| Christopher J. Signorello Chief Legal Officer | Dec 31, 2025 | Option exercise | +24,750 | – | – | 134,160 |
| Christopher J. Signorello Chief Legal Officer | Dec 31, 2025 | Tax withholding | −7,760 | $21.04 | $163.27K | 126,400 |
| Sean Christopher Smith SEE REMARKS | Dec 31, 2025 | Option exercise | +156,044 | – | – | 183,397 |
| Sean Christopher Smith SEE REMARKS | Dec 31, 2025 | Tax withholding | −61,404 | $21.04 | $1.29M | 121,993 |
| S. Jacobs Bradley Chief Executive Officer, Director, 10% owner | Dec 31, 2025 | Option exercise | +574,901 | – | – | 574,901 |
| S. Jacobs Bradley Chief Executive Officer, Director, 10% owner | Dec 31, 2025 | Tax withholding | −266,467 | $21.04 | $5.61M | 308,434 |
| Allison Landry Director | May 12, 2025 | Option exercise | +14,523 | – | – | 19,994 |
| Mario A. Harik Director | May 12, 2025 | Option exercise | +14,523 | – | – | 14,523 |
| Marlene M. Colucci Director | May 12, 2025 | Option exercise | +14,523 | – | – | 14,523 |
| Jason W. Aiken Director | May 12, 2025 | Option exercise | +14,523 | – | – | 14,523 |
| Mary E. Kissel Director | May 12, 2025 | Option exercise | +14,523 | – | – | 25,464 |
| Jared Corey Kushner Director | May 12, 2025 | Option exercise | +14,523 | – | – | 14,523 |
| Jared Corey Kushner Director | Apr 29, 2025 | Award | +16,260,163 | $12.30 | $200.00M | 16,260,163 |
| MFN Partners, LP 10% owner | Nov 6, 2024 | Sale | −7,000,000 | $15.05 | $105.35M | 46,908,701 |
| MFN Partners, LP 10% owner | Aug 26, 2024 | Sale | −795,894 | $15.05 | $11.98M | 53,908,701 |
| Jared Corey Kushner Director | Aug 6, 2024 | Award | +9,206,673 | $9.14 | $84.15M | 16,247,069 |
| Jared Corey Kushner Director | Aug 6, 2024 | Award | +93,109 | $9.14 | $851.02K | 164,310 |
| Sean Christopher Smith SEE REMARKS | Jul 25, 2024 | Award | +27,353 | $9.14 | $250.01K | 27,353 |
| Allison Landry Director | Jul 25, 2024 | Award | +5,471 | $9.14 | $50.00K | 5,471 |
| Jared Corey Kushner Director | Jul 25, 2024 | Award | +7,040,396 | $9.14 | $64.35M | 7,040,396 |
| Jared Corey Kushner Director | Jul 25, 2024 | Award | +71,201 | $9.14 | $650.78K | 71,201 |
| Christopher J. Signorello Chief Legal Officer | Jul 25, 2024 | Award | +109,410 | $9.14 | $1.00M | 109,410 |
| Mary E. Kissel Director | Jul 25, 2024 | Award | +10,941 | $9.14 | $100.00K | 10,941 |
| Ihsan Essaid Chief Financial Officer | Jul 25, 2024 | Award | +109,410 | $9.14 | $1.00M | 109,410 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −577 | $234.58 | $135.35K | 17,138 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −3,216 | $232.02 | $746.18K | 17,715 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −4,888 | $245.05 | $1.20M | 7,739 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −3,707 | $246.21 | $912.70K | 4,032 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −1,500 | $248.00 | $372.00K | 2,532 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −400 | $249.02 | $99.61K | 2,132 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −979 | $250.00 | $244.75K | 1,153 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −879 | $252.36 | $221.82K | 274 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −100 | $287.50 | $28.75K | 174 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −100 | $228.00 | $22.80K | 21,698 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −100 | $229.48 | $22.95K | 21,598 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −100 | $230.00 | $23.00K | 21,498 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −151 | $235.15 | $35.51K | 16,987 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −173 | $236.19 | $40.86K | 16,814 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −661 | $237.22 | $156.80K | 16,153 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −300 | $238.61 | $71.58K | 15,853 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −1,437 | $240.00 | $344.88K | 14,416 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −469 | $240.63 | $112.86K | 13,947 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −469 | $244.01 | $114.44K | 12,627 |
| Mark Meller Pres., SilverSun Technologies | Jun 10, 2024 | Sale | −851 | $242.40 | $206.28K | 13,096 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Stanley Wunderlich Director | Mar 25, 2024 | 1,500 | $19.65K | Apr 4, 2024 | Cashless exercise of issued options to Directors |
| Meller Mark Officer | Mar 19, 2024 | 405,140 | $5.90M | Mar 19, 2024 | Acquired from issuer in private transaction |
| Stanley Wunderlich Director | Jan 8, 2024 | 1,500 | $34.64K | Jan 8, 2024 | Cashless exercise of issued options to Directors |
| Stanley Wunderlich Director | Jan 5, 2024 | 2,134 | $42.73K | Jan 5, 2024 | Cashless exercise of granted options |
| Stanley Wunderlich Director | Jan 4, 2024 | 600 | $10.50K | Jan 4, 2024 | Cashless exercise of granted options |
| Stanley Wunderlich Director | Jan 2, 2024 | 4,000 | $68.00K | Dec 29, 2023 | Cashless exercise of options |
| Kenneth E. Edwards Director | Dec 28, 2023 | 7,981 | $111.18K | Dec 28, 2023 | Stock Option Exercise |
| John D. Schachtel Director | Dec 14, 2023 | 7,981 | $79.09K | Dec 14, 2023 | Stock Option Exercise |
| Joseph P. Macaluso Officer | Dec 13, 2023 | 7,444 | $74.44K | Dec 13, 2023 | Stock Option Exercise |