FedEx Corporation

FDX Industrials
$319.93 +$5.28 (1.68%)
Market Cap: $75.22 B
Gurus Holding
20
Popularity Rank
#28
% of Shares Held
4.10%
Net Activity (Q3 2025)
+$504.88 M

Guru Ownership Trend

Guru Analysis for FedEx Corporation (FDX)

FedEx Corporation (FDX), a key player in the Industrials sector, continues to attract institutional attention.

As of Q3 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.09 B.

Top institutional holders include Cliff Asness and Bill Gates.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $504.88 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Manning & Napier Group reduced exposure by 40.1%.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.41% Add 169.2% 2,733,905 $638.2 M Q3 2025
1.54% Reduce -5.9% 2,384,362 $562.26 M Q3 2025
1.63% Add 5.8% 2,235,689 $527.2 M Q3 2025
0.82% New Buy 729,231 $171.96 M Q3 2025
0.15% Add 15.9% 470,400 $110.93 M Q3 2025
4.51% Reduce -1.4% 374,380 $88.28 M Q3 2025
0.41% 213,000 $50.23 M Q3 2025
2.32% Reduce -0.7% 113,295 $26.72 M Q3 2025
0.08% Add 127.2% 81,382 $19.19 M Q3 2025
0.19% New Buy 75,869 $17.89 M Q3 2025
0.05% Add 36.5% 72,946 $17.2 M Q3 2025
0.04% New Buy 43,132 $10.17 M Q3 2025
1.42% 32,000 $7.55 M Q3 2025
0.09% Reduce -40.1% 28,512 $6.75 M Q3 2025
0.02% Add 1769.4% 20,750 $4.89 M Q3 2025
0.05% Add 59.7% 14,898 $3.51 M Q3 2025
0.73% New Buy 12,321 $2.91 M Q3 2025
0.28% Reduce -1.7% 8,576 $2.02 M Q3 2025
0.00% Add 0.6% 2,063 $486,476 Q3 2025
0.00% Add 36.9% 1,863 $439,383 Q3 2025

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$669.69 M
Total Buy Value
New Buys 4
Additions 9
-$164.81 M
Total Sell Value
Reductions 5
Sold Out 3

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
8
Net Buyers
13

FAQs for FedEx Corporation (FDX)

Major holders include Cliff Asness ($638.2 M), Bill Gates ($562.26 M), HOTCHKIS & WILEY ($527.2 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 9.65 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $504.88 M, with 13 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited FDX. The total reported sell value was $164.81 M.

Yes, 4 managers opened new positions in FDX, and 9 increased their existing holdings. The total reported buy value was $669.69 M.