XOS — XOS INC
Reported value held$3.36M
Funds holding (latest)26
SectorConsumer Discretionary
Funds holding (Q2 2026)8
Institutional value$511.27K · 169.29K sh
New / Add / Cut / Exit2 / 2 / 3 / 2
Top-5 / Top-10 concentration97.7% / 100.0%
Institutional holdings change
Reducing -25.2%
(-56.92K sh)
Institutional value change
Up +38.7%
As of Q2 2026, 8 SEC-registered investment managers reported holding XOS (XOS INC) in their latest 13F filings, with a combined reported value of $511.27K across 169.29K shares. That is -25.2% by share count (-56.92K shares) versus the previous quarter, while reported value moved +38.7%. Ownership is concentrated: the five largest holders account for 97.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 3 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
XOS is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 86.80K | $262.16K | 0.00% | Reduce |
| Morgan Stanley history | 30.35K | $91.65K | 0.00% | Add |
| Northern Trust Corp history | 20.53K | $61.99K | 0.00% | New |
| UBS Group AG history | 17.16K | $51.83K | 0.00% | Add |
| Renaissance Technologies history | 10.60K | $32.01K | 0.00% | New |
| BlackRock Inc history | 3.85K | $11.62K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $3 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $2 | 0.00% | Hold |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 110.04K | $179.36K | 0.00% | Add |
| Geode Capital Management history | 97.41K | $158.79K | 0.00% | Add |
| BlackRock Inc history | 18.56K | $30.26K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 143 | $233 | 0.00% | New |
| Morgan Stanley history | 49 | $80 | 0.00% | Reduce |
| UBS Group AG history | 3 | $5 | 0.00% | Reduce |
| Citigroup Inc history | 1 | $2 | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $1 | 0.00% | Hold |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 149.83K | $271.20K | 0.00% | Add |
| Two Sigma Investments history | 85.85K | $155.39K | 0.00% | Reduce |
| Geode Capital Management history | 71.14K | $128.78K | 0.00% | Add |
| BlackRock Inc history | 12.25K | $22.18K | 0.00% | Add |
| UBS Group AG history | 2.06K | $3.72K | 0.00% | Add |
| Morgan Stanley history | 1.41K | $2.55K | 0.00% | Add |
| Bank of America Corp history | 75 | $135 | 0.00% | Reduce |
| Citigroup Inc history | 1 | $2 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $1 | 0.00% | Hold |
Q3 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 137.42K | $371.02K | 0.00% | Reduce |
| Two Sigma Investments history | 122.75K | $331.41K | 0.00% | New |
| Geode Capital Management history | 54.79K | $147.94K | 0.00% | Add |
| BlackRock Inc history | 11.92K | $32.17K | 0.00% | Hold |
| Citadel Advisors history | 10.03K | $27.07K | 0.00% | New |
| Bank of America Corp history | 1.17K | $3.16K | 0.00% | Reduce |
| Morgan Stanley history | 641 | $1.73K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 15 | $41 | 0.00% | Reduce |
| Citigroup Inc history | 2 | $5 | 0.00% | New |
| UBS Group AG history | 2 | $5 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $1 | 0.00% | Reduce |
Q2 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 139.16K | $420.25K | 0.00% | Hold |
| Geode Capital Management history | 43.39K | $131.05K | 0.00% | Add |
| UBS Group AG history | 12.15K | $36.69K | 0.00% | Add |
| BlackRock Inc history | 11.93K | $36.03K | 0.00% | Reduce |
| BlackRock Inc history | 11.93K | $36.03K | 0.00% | Reduce |
| Bank of America Corp history | 1.21K | $3.64K | 0.00% | Hold |
| Morgan Stanley history | 641 | $1.94K | 0.00% | Reduce |
| Morgan Stanley history | 641 | $1.94K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 77 | $233 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 77 | $233 | 0.00% | Reduce |
| Wells Fargo & Co history | 76 | $229 | 0.00% | Hold |
Q1 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 139.16K | $418.86K | 0.00% | Add |
| Geode Capital Management history | 43.13K | $129.83K | 0.00% | Add |
| BlackRock Inc history | 15.75K | $47.42K | 0.00% | Reduce |
| BlackRock Inc history | 15.75K | $47.42K | 0.00% | Reduce |
| UBS Group AG history | 7.13K | $21.47K | 0.00% | Reduce |
| Bank of America Corp history | 1.20K | $3.61K | 0.00% | Reduce |
| Morgan Stanley history | 676 | $2.04K | 0.00% | Hold |
| Morgan Stanley history | 676 | $2.04K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 243 | $731 | 0.00% | New |
| Fidelity Management & Research (FMR) history | 243 | $731 | 0.00% | New |
| Wells Fargo & Co history | 76 | $228 | 0.00% | Add |
New Positions (Q2 2026)
- Northern Trust Corp 20.53K sh · $61.99K
- Renaissance Technologies 10.60K sh · $32.01K
Fully Exited (vs previous quarter)
- Two Sigma Investments sold 110.04K sh · $179.36K
- Citigroup Inc sold 1 sh · $2
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | 86.80K | 97.41K | 71.14K | 54.79K | 43.39K | 43.13K | 38.70K | 40.44K | 35.93K | 24.08K | 21.11K | 633.54K | 559.44K | 1.03M | 1.02M | 1.01M | 989.94K | 525.21K | 534.06K | 54.97K |
| Morgan Stanley | 30.35K | 49 | 1.41K | 641 | 641 | 676 | 676 | 576 | 709 | 590 | 218 | 20.85K | 58.26K | 41.28K | 27.34K | 42.84K | 26.31K | 30.11K | 26.55K | 28.05K |
| Northern Trust Corp | 20.53K | — | — | — | — | — | — | — | — | — | — | 105.13K | 105.13K | 509.66K | 417.08K | 447.57K | 472.32K | 93.18K | 93.18K | — |
| UBS Group AG | 17.16K | 3 | 2.06K | 2 | 12.15K | 7.13K | 23.92K | 28.03K | 3.04K | 1.06K | 2.40K | — | — | 86.61K | 112.54K | 65.07K | 28.82K | 4.12K | — | 181 |
| Renaissance Technologies | 10.60K | — | — | — | — | — | — | — | — | — | — | 15.10K | 491.85K | 23.30K | 80.70K | — | — | — | — | — |
| BlackRock Inc | 3.85K | 18.56K | 12.25K | 11.92K | 11.93K | 15.75K | 15.98K | 15.91K | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 1 | 143 | — | 15 | 77 | 243 | — | 18 | 17 | — | — | 1.65K | 371 | 6.09K | 2.25K | 951 | 580 | — | — | — |
| Wells Fargo & Co | 1 | 1 | 1 | 1 | 76 | 76 | 1 | 78 | 106 | 73 | 18 | 488 | 442 | 14.91K | 4.00K | 5.20K | 5.52K | 4.32K | 3.32K | 24.44K |
| Citadel Advisors | — | — | — | 10.03K | — | — | — | — | — | — | — | — | — | — | 70.77K | 157.11K | 238.41K | 279.82K | 741.90K | 794.79K |
| Two Sigma Investments | — | 110.04K | 85.85K | 122.75K | — | — | — | — | — | — | — | — | — | — | 22.20K | — | — | — | 347.85K | — |
| Bank of America Corp | — | — | 75 | 1.17K | 1.21K | 1.20K | 1.22K | 1.14K | 1.06K | 1.08K | 1.01K | 30.45K | 30.65K | 53.05K | 73.16K | 40.90K | 39.33K | 13.75K | — | 2.84K |
| Citigroup Inc | — | 1 | 1 | 2 | — | — | — | — | — | — | — | 28 | 28 | — | 380 | 16.05K | 18.95K | 10.20K | — | 4.77K |
| Vanguard Group | — | — | 149.83K | 137.42K | 139.16K | 139.16K | 119.20K | 119.20K | 97.76K | 98.79K | 66.57K | 2.00M | 2.00M | 2.28M | 2.27M | 2.13M | 2.50M | 1.81M | 1.96M | 1.19M |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | 40 | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | 7 | 7 | 56 | 55 | 2 | 52 | 6.14K | 1.14K | 31.52K | 30.43K | 29.26K | — | — | 4.21K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | 240.25K | 28.76K | 69.39K | 61.80K | 47.90K | 74.96K | 71.92K | 67.76K |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | 4.34K | 33.02K | 24.25K | 23.87K | 27.52K | — | — | — |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 28.69K | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | 28.45K | 28.45K | 134.45K | 134.45K | 134.45K | 119.70K | 27.89K | — | — |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 38.67K | 37.16K | — | 47.56K | 1.00M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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