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FedEx Corporation

FDX Industrials
$338.31 +$0.31 (0.09%)
Market Cap: $80.72 B
Gurus Holding
21
Popularity Rank
#26
% of Shares Held
4.40%
Net Activity (Q1 2026)
+$437.63 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 Q1 2026, a total of 21 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.55 B.

Top institutional holders include Cliff Asness and Bill Gates.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $437.63 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Lee Ainslie reduced exposure by 92.1%.

Key Holders

Top 5 by Value

$1.06 B
$849.26 M
$565.78 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$843.62 M
Total Buy Value
New Buys 3
Additions 5
-$405.99 M
Total Sell Value
Reductions 12
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
13
Net Buyers
8

FAQs for FedEx Corporation (FDX)

Major holders include Cliff Asness ($1.06 B), Bill Gates ($849.26 M), Andreas Halvorsen ($688.2 M). According to the latest reported data, 21 tracked investment managers collectively hold approximately 10.5 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $437.63 M, with 8 managers increasing positions and 13 managers reducing holdings.

During the most recent reporting period, 12 managers trimmed their positions, while 1 fully exited FDX. The total reported sell value was $405.99 M.

Yes, 3 managers opened new positions in FDX, and 5 increased their existing holdings. The total reported buy value was $843.62 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.49% Add 4.5% 3,054,990 $1.06 B Q1 2026
2.68% 2,384,362 $849.26 M Q1 2026
1.93% New Buy 1,932,165 $688.2 M Q1 2026
1.75% Reduce -28.9% 1,588,457 $565.78 M Q1 2026
0.88% Reduce -39.6% 396,202 $141.12 M Q1 2026
0.17% Add 49.2% 380,606 $135.56 M Q1 2026
4.34% Reduce -31.1% 247,495 $88.15 M Q1 2026
0.07% New Buy 105,900 $37.72 M Q1 2026
0.39% Add 38.5% 98,918 $35.23 M Q1 2026
0.10% Add 20.9% 95,086 $33.87 M Q1 2026
2.09% Reduce -34.3% 74,035 $26.37 M Q1 2026
0.04% Reduce -49.0% 39,619 $14.11 M Q1 2026
0.08% Add 1230.2% 34,200 $12.18 M Q1 2026
0.13% Reduce -1.0% 26,519 $9.45 M Q1 2026
1.05% Reduce -47.1% 13,500 $4.81 M Q1 2026
0.99% Reduce -1.4% 12,110 $4.31 M Q1 2026
0.43% Reduce -0.6% 8,501 $3.03 M Q1 2026
0.01% Reduce -92.1% 1,980 $705,236 Q1 2026
0.00% Reduce -35.9% 1,966 $700,451 Q1 2026
0.01% Reduce -7.0% 1,852 $659,645 Q1 2026
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