Orbis Allan Gray Ltd
· Reduced
−$264M
Change
−11.5M
Date
Q1 2026
QX
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Orbis Allan Gray Ltd
· Reduced
−$264M
Change
−11.5M
Date
Q1 2026
|
Orbis Allan Gray Ltd | Reduced· Q1 2026 | −$264M | −11.5M | – | Q1 2026 | |||||
|
UBS Group AG
· Added
+$234M
Change
+10.2M
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | +$234M | +10.2M | – | Q1 2026 | |||||
|
Morgan Stanley
· Added
+$172M
Change
+7.5M
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | +$172M | +7.5M | – | Q1 2026 | |||||
|
Finepoint Capital LP
· Reduced
−$167M
Change
−7.3M
Date
Q1 2026
|
Finepoint Capital LP | Reduced· Q1 2026 | −$167M | −7.3M | – | Q1 2026 | |||||
|
Norges
· Exited
−$167M
Change
−7.3M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$167M | −7.3M | −100.0% | Q1 2026 | |||||
|
Mfn Partners Management, LP
· Reduced
−$156M
Change
−6.8M
Date
Q1 2026
|
Mfn Partners Management, LP | Reduced· Q1 2026 | −$156M | −6.8M | – | Q1 2026 | |||||
|
Fred Alger Management, LLC
· Added
+$148M
Change
+6.5M
Date
Q1 2026
|
Fred Alger Management, LLC | Added· Q1 2026 | +$148M | +6.5M | – | Q1 2026 | |||||
|
Cercano Management LLC
· Reduced
−$137M
Change
−6.0M
Date
Q1 2026
|
Cercano Management LLC | Reduced· Q1 2026 | −$137M | −6.0M | – | Q1 2026 | |||||
|
T. Rowe Price Associates
· Added
+$91M
Change
+4.0M
Date
Q1 2026
|
T. Rowe Price Associates | Added· Q1 2026 | +$91M | +4.0M | – | Q1 2026 | |||||
|
Invesco Ltd.
· Added
+$89M
Change
+3.9M
Δ Own
+11.4%
Date
Q1 2026
|
Invesco Ltd. | Added· Q1 2026 | +$89M | +3.9M | +11.4% | Q1 2026 | |||||
|
Vanguard
· Added
+$81M
Change
+3.5M
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | +$81M | +3.5M | – | Q1 2026 | |||||
|
Impax Asset Management Group PLC
· Added
+$79M
Change
+3.5M
Date
Q1 2026
|
Impax Asset Management Group PLC | Added· Q1 2026 | +$79M | +3.5M | – | Q1 2026 | |||||
|
BlackRock
· Added
+$50M
Change
+2.2M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$50M | +2.2M | – | Q1 2026 | |||||
|
Blue Whale Capital LLP
· New
+$42M
Change
+1.8M
Date
Q1 2026
|
Blue Whale Capital LLP | New· Q1 2026 | +$42M | +1.8M | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
+$37M
Change
+1.6M
Δ Own
+1603.7%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | +$37M | +1.6M | +1603.7% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Covington Alec C.
· Director
Grant (A)
10K
|
Covington Alec C. | Director | Grant (A) | – | 10K | – | 10K | – | Jul 15, 2026 | Jul 17, 2026 | |||||||||
|
Otero Madeline
· Officer
Grant (A)
33K
|
Otero Madeline | Officer | Grant (A) | – | 33K | – | 33K | – | Jul 15, 2026 | Jul 17, 2026 | |||||||||
|
Covington Alec C.
· Director
2 operations
154K
|
Covington Alec C. | Director | 2 operations | – | 154K | – | 154K | – | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Colucci Marlene M.
· Director
2 operations
0
|
Colucci Marlene M. | Director | 2 operations | – | 0 | – | 0 | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Colucci Marlene M.
· Director
Grant (A)
9K
|
Colucci Marlene M. | Director | Grant (A) | – | 9K | – | 9K | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Landry Allison
· Director
2 operations
0
|
Landry Allison | Director | 2 operations | – | 0 | – | 0 | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Landry Allison
· Director
Grant (A)
9K
|
Landry Allison | Director | Grant (A) | – | 9K | – | 9K | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Kushner Jared Corey
· Director
2 operations
0
|
Kushner Jared Corey | Director | 2 operations | – | 0 | – | 0 | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Kushner Jared Corey
· Director
Grant (A)
9K
|
Kushner Jared Corey | Director | Grant (A) | – | 9K | – | 9K | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Kissel Mary E.
· Director
2 operations
0
|
Kissel Mary E. | Director | 2 operations | – | 0 | – | 0 | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Kissel Mary E.
· Director
Grant (A)
9K
|
Kissel Mary E. | Director | Grant (A) | – | 9K | – | 9K | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Harik Mario A.
· Director
2 operations
0
|
Harik Mario A. | Director | 2 operations | – | 0 | – | 0 | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Harik Mario A.
· Director
Grant (A)
9K
|
Harik Mario A. | Director | Grant (A) | – | 9K | – | 9K | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Aiken Jason W.
· Director
2 operations
0
|
Aiken Jason W. | Director | 2 operations | – | 0 | – | 0 | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Aiken Jason W.
· Director
Grant (A)
9K
|
Aiken Jason W. | Director | Grant (A) | – | 9K | – | 9K | – | May 5, 2026 | May 7, 2026 | |||||||||
N
A
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G
A
528 reporting institutions disclosed QXO position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.