Investigate / reported ownership
FDX
Fedex Corp
8 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning FDX?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.2% | 40q | $2.26B | 7,233,269 |
| 2 | Bill & Melinda Gates Foundation Trust | 2.2% | 40q | $747M | 2,384,362 |
| 3 | Viking Global Investors | 1.9% | 3q | $674M | 2,151,983 |
| 4 | Joel Greenblatt | 0.2% | 40q | $351M | 1,119,824 |
| 5 | Mason Hawkins | 3.2% | 40q | $61M | 194,828 |
Go beyond ownership.
FedEx provides transportation, e-commerce and business services worldwide through its global network.
Question to investigate: After the Freight spin-off and fiscal year-end change, can the remaining express-focused business manage its cost structure to match shifting shipment volumes?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- Bill & Melinda Gates Foundation Trust · 2026Q2 · filed 2026-08-14 ↗
- Viking Global Investors · 2026Q2 · filed 2026-08-14 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Mason Hawkins · 2026Q2 · filed 2026-08-14 ↗
- John Rogers · 2026Q2 · filed 2026-08-14 ↗
- Robert Olstein · 2026Q1 · filed 2026-04-21 ↗
- Tweedy Browne · 2026Q2 · filed 2026-08-07 ↗
A material reported change · Q3 2024
David Tepper reduced reported FDX shares by 31.8%.
Holdings as of Sep 30, 2024 · filed Nov 14, 2024. Position at period end: 1.5% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | TRIM | 3.2% | -21% | $61M | Aug 14, 2026 |
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Compare the reported increases and reductions →Q3 2024
filed Nov 14, 2024
45d lag
-13.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
-13.9% vs SPY
63 sessions after disclosure
direction not supported so far
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Long US 13F disclosures omit shorts and can be amended. CUSIP 31428X106. No current price, valuation or manager motive is inferred.