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DaveManuel.com · Institutional Ownership · Who Owns It

XOS INC (XOS)

Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.

38
Reporting holders
$2.1M
Reported value
4.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+3
Holder change

Institutions report 698,041 shares against 14,217,852 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
VANGUARD CAPITAL MANAGEMENT LLC$673.6K223,0390.00%2q+50.0%+$224.5K
GEODE CAPITAL MANAGEMENT, LLC$262.2K86,8020.00%11q-10.9%-$32.0K
JANE STREET GROUP, LLC$241.5K79,9790.00%newNEW
STATE STREET CORP$233.9K77,4530.00%newNEW
VANGUARD FIDUCIARY TRUST CO$151.3K50,0850.00%2q+90.9%+$72.0K
ALGERT GLOBAL LLC$137.9K45,6630.00%newNEW
MORGAN STANLEY$91.6K30,3470.00%11q+61832.7%+$91.5K
Virtu Financial LLC$71.0K23,4710.00%newNEW
NORTHERN TRUST CORP$62.0K20,5270.00%newNEW
UBS Group AG$51.8K17,1620.00%11q+571966.7%+$51.8K
ROYAL BANK OF CANADA$44.0K14,5270.00%11q-1.0%
RENAISSANCE TECHNOLOGIES LLC$32.0K10,6000.00%newNEW
OSAIC HOLDINGS, INC.$26.9K8,9210.00%11q+9.1%+$2.2K
BlackRock, Inc.$11.6K3,8480.00%8q-79.3%-$44.4K
SBI Securities Co., Ltd.$9.8K3,2350.00%7q-0.7%
Tower Research Capital LLC (TRC)$4.0K1,3270.00%11q-50.2%-$4.0K
Vanguard Global Advisers, LLC$2.1K6960.00%2qHELD
BNP PARIBAS FINANCIAL MARKETS$251830.00%10qHELD
Federation des caisses Desjardins du Quebec$230760.00%11qHELD
ASSETMARK, INC$151500.00%newNEW
Millstone Evans Group, LLC$100330.00%7qHELD
GROUP ONE TRADING LLC$72240.00%7qHELD
Blue Trust, Inc.$57190.00%2qHELD
Continuum Advisory, LLC$48160.00%newNEW
US BANCORP \DE\$42140.00%2qHELD
Darwin Wealth Management, LLC$30100.00%8qHELD
JONES FINANCIAL COMPANIES LLLP$2690.00%5q+50.0%
TD Waterhouse Canada Inc.$2070.00%5q-41.7%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$1240.00%newNEW
Steward Partners Investment Advisory, LLC$1240.00%5qHELD
Parkside Financial Bank & Trust$1030.00%10qHELD
FMR LLC$310.00%2q-99.3%
Russell Investments Group, Ltd.$310.00%newNEW
Bogart Wealth, LLC$310.00%2qHELD
Cedar Mountain Advisors, LLC$310.00%10qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$310.00%3q-92.9%
Farther Finance Advisors, LLC$310.00%2qHELD
WELLS FARGO & COMPANY/MN$210.00%11qHELD

Tender offers and delisting

Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.

FiledWhatFiled byPrice a shareSource
2026-08-19Delisting notice from the exchangeNasdaq Stock Market LLC-filing

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-20Sordoni GiordanoChief Operating OfficerSold49,370$197.5K
2026-08-18Bernstein Stuart N.DirectorSold30,000$125.8K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-06-04Emerald Green Trust10% ownerSold280,040$1.5M ×2
2026-06-03Emerald Green Trust10% ownerSold119,960$726.5K ×2

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20268$11.2K3,5102100.0%
Q2 202638$2.1M698,04110680.0%
Q1 202635$728.8K447,0829740.0%
Q4 202527$746.0K412,3732860.0%
Q3 202529$1.1M416,4825380.0%
Q2 202529$737.5K244,1385560.0%
Q1 202525$696.5K231,3393470.0%
Q4 202428$770.9K224,5965355.6%
Q3 202429$1.0M227,0612750.0%
Q2 202432$3.5M173,61485865.8%
Q1 202428$1.9M153,155139315.9%
Q4 202316$3.5M102,252160076.6%
Q3 202339$1.6M4,528,58366100.0%
Q2 202346$1.5M6,873,299145160.0%
Q1 202349$5.4M10,354,179415120.1%
Q4 202257$5.3M11,547,297817153.0%
Q3 202256$17.7M14,197,706522143.6%
Q2 202258$26.3M13,706,407231874.1%
Q1 202253$23.7M7,147,5071112139.8%
Q4 202157$45.4M12,092,2832181416.1%
Q3 202159$74.5M13,154,844620018.3%