Guru Ownership Over Time
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 $2.71 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for FedEx Corporation (FDX)
Top Guru holders include Cliff Asness ($638.2 M), Bill Gates ($562.26 M), HOTCHKIS & WILEY ($527.2 M). Collectively, tracked Gurus hold 9.65 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $504.88 M, with 13 Gurus buying and 8 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 3 Gurus sold out of FDX completely. Total sell value was $164.81 M.
Yes, 4 Gurus opened new positions in FDX, and 9 added to their existing holdings. Total buy value was $669.69 M.