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FedEx Corporation

FDX Industrials
$311.99 +$0.19 (0.06%)
Market Cap: $73.84 B
Gurus Holding
20
Popularity Rank
#36
% of Shares Held
4.21%
Net Activity (Q2 2026)
-$165.41 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 Q2 2026, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.11 B.

Top institutional holders include Cliff Asness and Bill Gates.

Institutional sentiment is currently Bearish. This is evidenced by a $165.41 M net outflow during the quarter.

Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Tweedy Browne reduced exposure by 85.5%.

Key Holders

Top 5 by Value

$838.87 M
$746.62 M
$673.85 M
$436.56 M
$117.7 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$148.57 M
Total Buy Value
New Buys 1
Additions 5
-$313.99 M
Total Sell Value
Reductions 12
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
14
Net Buyers
6

FAQs for FedEx Corporation (FDX)

Major holders include Cliff Asness ($838.87 M), Bill Gates ($746.62 M), Andreas Halvorsen ($673.85 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 9.97 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $165.41 M, with 6 managers increasing positions and 14 managers reducing holdings.

During the most recent reporting period, 12 managers trimmed their positions, while 2 fully exited FDX. The total reported sell value was $313.99 M.

Yes, 1 managers opened new positions in FDX, and 5 increased their existing holdings. The total reported buy value was $148.57 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.29% Reduce -12.3% 2,678,995 $838.87 M Q2 2026
2.17% 2,384,362 $746.62 M Q2 2026
1.92% Add 11.4% 2,151,983 $673.85 M Q2 2026
1.27% Reduce -12.2% 1,394,197 $436.56 M Q2 2026
0.13% Reduce -1.2% 375,868 $117.7 M Q2 2026
0.61% Reduce -38.5% 243,713 $76.31 M Q2 2026
3.18% Reduce -21.3% 194,828 $61.01 M Q2 2026
0.07% New Buy 157,913 $49.45 M Q2 2026
0.09% Add 31.9% 125,373 $39.26 M Q2 2026
0.30% Reduce -3.5% 95,476 $29.9 M Q2 2026
0.09% Add 4635.8% 66,349 $20.78 M Q2 2026
0.10% Reduce -10.3% 23,799 $7.74 M Q2 2026
0.01% Reduce -79.4% 21,843 $6.84 M Q2 2026
0.01% Reduce -59.8% 15,940 $4.99 M Q2 2026
0.78% Reduce -2.3% 11,836 $3.71 M Q2 2026
0.26% Reduce -85.5% 10,774 $3.37 M Q2 2026
0.36% 8,501 $2.66 M Q2 2026
0.01% Reduce -80.2% 6,764 $2.12 M Q2 2026
0.00% Add 67.3% 3,289 $1.03 M Q2 2026
0.01% Add 10.2% 2,041 $639,098 Q2 2026
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SEC Form