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Expeditors International of Washington, Inc.

EXPD Industrials
$190.94 +$1.86 (0.98%)
Market Cap: $24.82 B
Gurus Holding
11
Popularity Rank
#348
% of Shares Held
2.53%
Net Activity (Q2 2026)
-$557.39 M

Guru Ownership Trend

Guru Analysis for Expeditors International of Washington, Inc. (EXPD)

Expeditors International of Washington, Inc. (EXPD), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $628.03 M.

Top institutional holders include First Eagle Investment and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bearish. This is evidenced by a $557.39 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, First Eagle Investment reduced exposure by 66.0%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$85.43 M
Total Buy Value
New Buys 1
Additions 5
-$642.81 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for Expeditors International of Washington, Inc. (EXPD)

Major holders include First Eagle Investment ($329.38 M), Renaissance Technologies (RenTech) ($69.35 M), Cliff Asness ($57.38 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3.29 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $557.39 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited EXPD. The total reported sell value was $642.81 M.

Yes, 1 managers opened new positions in EXPD, and 5 increased their existing holdings. The total reported buy value was $85.43 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.55% Reduce -66.0% 2,020,988 $329.38 M Q2 2026
0.10% Add 95.5% 425,516 $69.35 M Q2 2026
0.02% Add 10.5% 355,618 $57.38 M Q2 2026
0.04% New Buy 240,505 $39.2 M Q2 2026
0.04% Add 48.7% 105,234 $17.15 M Q2 2026
0.02% Reduce -17.0% 83,702 $13.64 M Q2 2026
0.01% Add 53.1% 22,183 $3.62 M Q2 2026
0.00% Reduce -5.8% 10,950 $1.78 M Q2 2026
0.00% Add 2.8% 10,633 $1.73 M Q2 2026
0.39% 10,500 $1.71 M Q2 2026
0.01% Reduce -4.1% 3,319 $540,931 Q2 2026
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