As of the latest SEC filings, QXO, Inc. (QXO) is held by 376 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $413,820,741.16 in market value, representing 0.02% of its portfolio.
Funds holding QXO, Inc. (QXO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- QXO
- CIK:
- 0001236275
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $413,820,741.16 | 21,308,998 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.18% | $300,408,154.78 | 15,469,009 | Mar 31, 2026 | May 28, 2026 |
|
MSGUX
GROWTH PORTFOLIO
|
MF | Morgan Stanley | 5.51% | $181,217,846.52 | 9,331,506 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.43% | $168,118,066.10 | 8,656,955 | Mar 31, 2026 | May 28, 2026 |
|
ALGYX
ALGER FOCUS EQUITY FUND
|
MF | Independent / Boutique | 2.73% | $166,973,769.90 | 8,319,570 | Apr 30, 2026 | Jun 26, 2026 |
|
FCISX
Franklin Income Fund
|
MF | Franklin Templeton | 0.20% | $160,000,000.00 | 16,000 | Mar 31, 2026 | May 27, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.14% | $110,234,930.62 | 5,676,361 | Mar 31, 2026 | May 28, 2026 |
|
LGOAX
Patient Opportunity Trust
|
MF | Independent / Boutique | 5.60% | $97,100,000.00 | 5,000,000 | Mar 31, 2026 | Jun 1, 2026 |
|
HRSMX
Hood River Small-Cap Growth Fund
|
MF | Independent / Boutique | 1.63% | $84,911,172.94 | 4,372,357 | Mar 31, 2026 | May 29, 2026 |
|
-
Morgan Stanley Discovery Portfolio
|
ETF | Independent / Boutique | 7.56% | $84,645,856.90 | 4,358,695 | Mar 31, 2026 | May 28, 2026 |
|
ASPYX
ALGER SPECTRA FUND
|
MF | Independent / Boutique | 1.70% | $73,074,408.39 | 3,640,977 | Apr 30, 2026 | Jun 26, 2026 |
|
CPODX
Morgan Stanley Insight Fund
|
MF | Morgan Stanley | 6.49% | $72,630,741.74 | 3,739,997 | Mar 31, 2026 | May 28, 2026 |
|
-
Transamerica Capital Growth
|
ETF | Transamerica | 5.69% | $71,818,467.93 | 3,578,399 | Apr 30, 2026 | Jun 18, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.15% | $60,877,068.00 | 2,541,840 | Feb 28, 2026 | Apr 24, 2026 |
|
MPEGX
Discovery Portfolio
|
MF | Morgan Stanley | 7.70% | $57,187,375.14 | 2,944,767 | Mar 31, 2026 | May 28, 2026 |
|
FROTX
Franklin Convertible Securities Fund
|
MF | Franklin Templeton | 1.93% | $57,145,800.00 | 1,010,000 | Apr 30, 2026 | Jun 24, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.70% | $56,348,411.72 | 2,901,566 | Mar 31, 2026 | May 28, 2026 |
|
PAWAX
T. Rowe Price All-Cap Opportunities Fund
|
MF | T. Rowe Price | 0.35% | $49,738,270.96 | 2,561,188 | Mar 31, 2026 | May 28, 2026 |
|
ACAYX
ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND
|
MF | Independent / Boutique | 1.46% | $48,026,626.92 | 2,392,956 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.10% | $47,844,090.27 | 2,383,861 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.10% | $47,663,787.72 | 2,454,366 | Mar 31, 2026 | May 28, 2026 |
|
MNDBX
MFS New Discovery Fund
|
MF | Independent / Boutique | 2.23% | $46,699,362.55 | 1,949,869 | Feb 28, 2026 | Apr 24, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.34% | $44,984,019.60 | 818,040 | Mar 31, 2026 | May 26, 2026 |
|
ALCCX
ALGER CAPITAL APPRECIATION FUND
|
MF | Independent / Boutique | 1.46% | $39,054,975.66 | 1,945,938 | Apr 30, 2026 | Jun 26, 2026 |
|
KAUAX
Federated Hermes Kaufmann Fund
|
MF | Federated Hermes | 0.73% | $34,119,000.00 | 1,700,000 | Apr 30, 2026 | Jun 23, 2026 |
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