Xos Inc (XOS) Ownership

0.38 ↓0.04 (-8.37%)

As of Market Close on June 1st, 2023.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Xos Inc (XOS), owning a total of 2.4 million shares. Combined, the top 27 institutional holders of XOS own 6.75% of the company with a total of 11.5 million shares.

In the latest ownership report on March 31st 2023, the top 27 institutional holders decreased their combined ownership of XOS by 574 thousand shares. 4 institutions bought 109,316 total additional shares and increased their ownership by an average of 6.04%. However 1 institutions sold 682,936 total shares and decreased their ownership by an average of 28.34%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Xos decreased by a net total of -573,620 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	1.341%	0.492%	2,277,489	11,142	2023-03-31
HHG PLC	1.017%	-28.336%	1,727,219	-682,936	2023-03-31
State Street Corporation	0.394%	0.769%	668,220	5,100	2023-03-31
Northern Trust Corp	0.300%	22.198%	509,663	92,582	2023-03-31
Cahaba Wealth Management, INC.	0.095%	0.000%	161,119	0	2023-03-31
Diversified Trust Co	0.068%	0.000%	115,085	0	2023-03-31
Rhumbline Advisers	0.042%	0.693%	71,510	492	2023-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	1.434%	3.656%	2,435,069	85,877	2022-12-31
Vanguard Group Inc	1.341%	0.492%	2,277,489	11,142	2023-03-31
HHG PLC	1.017%	-28.336%	1,727,219	-682,936	2023-03-31
Geode Capital Management, LLC	0.602%	0.964%	1,022,525	9,762	2022-12-31
State Street Corporation	0.394%	0.769%	668,220	5,100	2023-03-31
Northern Trust Corp	0.300%	22.198%	509,663	92,582	2023-03-31
Alyeska Investment Group, L.P.	0.174%	0.000%	290,327	0	2022-06-30
Bridgeway Capital Management, LLC	0.162%	0.000%	275,000	275,000	2022-12-31
Susquehanna International Group, LLP	0.152%	269.173%	258,510	188,486	2022-12-31
HRT FINANCIAL LLC	0.138%	20.440%	232,606	39,475	2022-06-30
Cahaba Wealth Management, INC.	0.095%	0.000%	161,119	0	2023-03-31
CKW Financial Group, LLC	0.088%	0.000%	149,608	0	2022-12-31
Charles Schwab Investment Management Inc	0.084%	0.000%	142,236	0	2022-12-31
Bank of New York Mellon Corp	0.079%	0.000%	134,454	0	2022-12-31
Mitsubishi UFJ Kokusai Asst Mgmt Co.,Ltd	0.079%	0.000%	132,283	0	2022-09-30
JANE STREET GROUP, LLC	0.075%	0.000%	128,011	128,011	2022-12-31
Rafferty Asset Management, LLC	0.071%	325.601%	119,828	91,673	2022-09-30
Diversified Trust Co	0.068%	0.000%	115,085	0	2023-03-31
UBS Group AG	0.066%	72.952%	112,538	47,469	2022-12-31
Citadel Advisors Llc	0.049%	-49.184%	81,514	-78,895	2022-09-30
Renaissance Technologies Corp	0.048%	0.000%	80,700	80,700	2022-12-31
Nuveen Asset Management, LLC	0.046%	-14.826%	77,376	-13,469	2022-12-31
Bank of America Corp	0.043%	78.851%	73,157	32,253	2022-12-31
Rhumbline Advisers	0.042%	0.693%	71,510	492	2023-03-31
Goldman Sachs Group Inc	0.041%	12.294%	69,394	7,597	2022-12-31
Group One Trading, LP	0.039%	-10.327%	65,732	-7,570	2022-12-31
New York State Common Retirement Fund	0.027%	1.109%	45,600	500	2022-09-30

Mutual Fund Ownership

Janus Henderson US SMID Cap Growth is the biggest individual fund holder of Xos Inc (XOS), owning a total of 1.5 million shares. Combined, the top 24 mutual fund holders of XOS own 6.38% of the company with a total of 10.8 million shares.

In the latest ownership report on April 30th 2023, the top 24 fund holders decreased their combined ownership of XOS by 4 thousand shares. None of the mutual funds bought any additional shares. However 1 funds sold 3,608 total shares and decreased their ownership by an average of 2.32%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Xos decreased by a net total of -3,608 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	0.706%	0.000%	1,199,595	0	2023-04-30
Vanguard Extended Market Index Investor	0.439%	0.000%	745,878	0	2023-04-30
State St Russell Sm Cap® Indx NL Cl C	0.119%	0.000%	202,033	0	2023-04-30
Vanguard Russell 2000 ETF	0.089%	-2.322%	151,770	-3,608	2023-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.076%	0.000%	129,787	0	2023-04-30
Schwab Small Cap Index	0.071%	0.000%	120,236	0	2023-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Janus Henderson US SMID Cap Growth	0.900%	-28.276%	1,528,726	-602,679	2023-03-31
Janus Henderson Triton D	0.900%	-28.276%	1,528,726	-602,679	2023-03-31
Vanguard Total Stock Mkt Idx Inv	0.706%	0.000%	1,199,595	0	2023-04-30
Vanguard Instl Ttl Stck Mkt Idx Tr	0.706%	0.000%	1,199,595	0	2023-03-31
iShares Russell 2000 ETF	0.578%	-1.140%	982,114	-11,328	2023-04-28
Vanguard Extended Market Index Investor	0.439%	0.000%	745,878	0	2023-04-30
SPDR® S&P Kensho New Economies Comps ETF	0.314%	0.000%	528,195	0	2022-11-30
iShares Russell 2000 Growth ETF	0.245%	0.000%	416,082	0	2023-04-28
Fidelity® Small Cap Index	0.242%	0.000%	410,499	0	2023-02-28
Fidelity® Extended Market Index	0.166%	0.000%	281,203	0	2023-03-31
State St Russell Sm Cap® Indx NL Cl C	0.119%	0.000%	202,033	0	2023-04-30
NT R2000 Growth Index Fund - NL	0.112%	44.934%	189,469	58,741	2023-03-31
Bridgeway Ultra-Small Company Market	0.109%	-32.727%	185,000	-90,000	2023-03-31
NT R2000 Index Fund - NL	0.107%	44.956%	181,888	56,410	2023-03-31
Vanguard Russell 2000 ETF	0.089%	-2.322%	151,770	-3,608	2023-04-30
NT R2000 Index Fund - DC - NL - 2	0.083%	46.003%	140,431	44,247	2023-03-31
Northern Trust Russell 2000 Growth Index	0.078%	15.560%	132,052	17,781	2023-03-31
NT R2000 Growth Index Fund - L	0.078%	15.560%	132,052	17,781	2023-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.076%	0.000%	129,787	0	2023-04-30
iShares Micro-Cap ETF	0.073%	0.000%	123,888	0	2023-04-28
Schwab Small Cap Index	0.071%	0.000%	120,236	0	2023-04-30
Direxion Moonshot Innovators ETF	0.067%	0.000%	112,109	0	2022-11-30
BlackRock Extended Mkt Composite	0.065%	-0.065%	110,511	-72	2022-12-31
Fidelity® NASDAQ Composite Index®	0.058%	0.000%	97,889	0	2022-12-31