Who owns FOXO (FOXO)
Which tracked institutional funds hold FOXO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FOXO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FOXO is one-sided between 2025-Q4 and 2026-Q1: 90 added or opened and 333 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FOXO’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes FOXO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FOXO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 735 tracked filers holding FOXO, 333 increased or opened the position and 440 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FOXO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 36
- VANGUARD CAPITAL MANAGEMENT LLC$728M
- VANGUARD PORTFOLIO MANAGEMENT LLC$527M
- VANGUARD FIDUCIARY TRUST CO$65M
- Empyrean Capital Partners, LP$36M
- Aware Super Pty Ltd as trustee of Aware Super$29M
- Vanguard Global Advisers, LLC$25M
Full exits 58
- VANGUARD GROUP INC$1.8B
- VIRGINIA RETIREMENT SYSTEMS ET Al$79M
- Pacer Advisors, Inc.$77M
- Alyeska Investment Group, L.P.$62M
- TWO SIGMA ADVISERS, LP$54M
- NATIXIS$44M
Largest adds
- Jericho Capital Asset Management L.P.$173M
- VICTORY CAPITAL MANAGEMENT INC$102M
- JPMORGAN CHASE & CO$100M
- FMR LLC$76M
- LAZARD ASSET MANAGEMENT LLC$48M
- TRUIST FINANCIAL CORP$46M
Largest trims
- BlackRock, Inc.$600M
- Independent Franchise Partners LLP$237M
- DODGE & COX$212M
- CITADEL ADVISORS LLC$162M
- TWO SIGMA INVESTMENTS, LP$141M
- GOLDMAN SACHS GROUP INC$140M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| STATE STREET CORP added | 19,668,611 | $1.1B | 7.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 14,501,970 | $847M | 5.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 13,242,416 | $773M | 5.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 12,467,852 | $728M | 5.0% | 2026-Q1 |
| DODGE & COX trimmed | 10,896,842 | $636M | 4.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 9,020,232 | $527M | 3.6% | 2026-Q1 |
| Independent Franchise Partners LLP trimmed | 8,174,694 | $477M | 3.3% | 2026-Q1 |
| Jericho Capital Asset Management L.P. added | 6,684,878 | $390M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,697,595 | $390M | 2.7% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 6,421,400 | $375M | 2.6% | 2026-Q1 |
| ASSETMARK, INC added | 4,963,944 | $290M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 4,198,312 | $245M | 1.7% | 2026-Q1 |
| Invesco Ltd. added | 3,887,539 | $227M | 1.6% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 3,869,651 | $226M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,764,194 | $220M | 1.5% | 2026-Q1 |
| FMR LLC added | 3,543,162 | $207M | 1.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 3,393,382 | $198M | 1.4% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 3,351,073 | $196M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,199,140 | $187M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,925,194 | $171M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,774,208 | $164M | 1.1% | 2026-Q1 |
| NORGES BANK added | 2,717,970 | $154M | 1.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,487,368 | $145M | 1.0% | 2026-Q1 |
| BARCLAYS PLC added | 2,485,495 | $145M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,401,561 | $140M | 1.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,285,276 | $133M | 0.9% | 2026-Q1 |
| Amundi added | 2,279,090 | $133M | 0.9% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,176,477 | $127M | 0.9% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 2,090,319 | $122M | 0.8% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 1,725,885 | $101M | 0.7% | 2026-Q1 |
| UBS Group AG added | 1,628,362 | $95M | 0.6% | 2026-Q1 |
| Legal & General Group Plc added | 1,570,983 | $92M | 0.6% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 1,481,833 | $87M | 0.6% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,450,788 | $85M | 0.6% | 2026-Q1 |
| AustralianSuper Pty Ltd trimmed | 1,354,607 | $79M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,305,651 | $76M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,202,948 | $70M | 0.5% | 2026-Q1 |
| YACKTMAN ASSET MANAGEMENT LP trimmed | 1,188,374 | $69M | 0.5% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 1,174,028 | $69M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,117,130 | $65M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 1,009,160 | $59M | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 1,003,246 | $59M | 0.4% | 2026-Q1 |
| KBC Group NV trimmed | 996,815 | $58M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 978,196 | $57M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 942,300 | $55M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 892,530 | $52M | 0.4% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab trimmed | 883,642 | $52M | 0.4% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. added | 864,512 | $50M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 845,540 | $49M | 0.3% | 2026-Q1 |
| Man Group plc added | 795,709 | $46M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 791,179 | $46M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 741,589 | $43M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 735,283 | $43M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 714,608 | $42M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 707,626 | $41M | 0.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 678,390 | $40M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 654,027 | $38M | 0.3% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 652,220 | $38M | 0.3% | 2026-Q1 |
| Empyrean Capital Partners, LP new | 622,000 | $36M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 611,534 | $36M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 594,935 | $35M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 586,036 | $34M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 549,788 | $32M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 537,206 | $31M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 532,199 | $31M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 516,456 | $30M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 514,062 | $30M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 511,811 | $30M | 0.2% | 2026-Q1 |
| Aware Super Pty Ltd as trustee of Aware Super trimmed | 494,600 | $29M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 485,176 | $28M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 484,594 | $28M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 479,357 | $28M | 0.2% | 2026-Q1 |
| Achmea Investment Management B.V. added | 453,203 | $26M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 452,906 | $26M | 0.2% | 2026-Q1 |
| Empowered Funds, LLC added | 447,641 | $26M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 446,269 | $26M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 441,299 | $26M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 430,564 | $25M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 409,398 | $24M | 0.2% | 2026-Q1 |
| Hook Mill Capital Partners, LP new | 401,736 | $23M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 400,990 | $23M | 0.2% | 2026-Q1 |
| CSM Advisors, LLC added | 392,417 | $23M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 388,667 | $23M | 0.2% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 363,849 | $21M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 24,336,613 | $1.8B | 12.1% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 1,086,300 | $79M | 0.5% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 1,050,493 | $77M | 0.5% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. added | 846,621 | $62M | 0.4% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 735,500 | $54M | 0.4% | 2025-Q4 stale |
| NATIXIS added | 600,677 | $44M | 0.3% | 2025-Q4 stale |
| Meridiem Capital Partners LP added | 689,777 | $43M | 0.3% | 2025-Q3 stale |
| Walleye Capital LLC added | 594,962 | $43M | 0.3% | 2025-Q4 stale |
| Junto Capital Management LP trimmed | 724,660 | $41M | 0.3% | 2025-Q2 stale |
| AXA S.A. trimmed | 706,818 | $40M | 0.3% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 562,368 | $35M | 0.2% | 2025-Q3 stale |
| Rothschild & Co Wealth Management UK Ltd added | 409,427 | $30M | 0.2% | 2025-Q4 stale |
| DJE Kapital AG | 504,443 | $29M | 0.2% | 2025-Q3 stale |
| TODD ASSET MANAGEMENT LLC trimmed | 415,479 | $26M | 0.2% | 2025-Q3 stale |
| Glenmede Investment Management, LP trimmed | 377,365 | $24M | 0.2% | 2025-Q3 stale |
| Ardmore Road Asset Management LP added | 420,000 | $24M | 0.2% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.