U.S. Xpress Enterprises, Inc.
U.S. Xpress Enterprises, Inc. (USX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · USX · as of Jun 30, 2023
Ownership Breakdown
93
Institutional Holders
▲ 17 vs Q1
$137.25M
Total Inst. Value
▲ $17.79M vs Q1
54.06M
Shares Outstanding
freeFloat 55.88%
22.35M
13F Shares Held
▲ 2.27M vs Q1
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
USX largest shareholders · institutional ownership
Q2 2023 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MAN GROUP PLC trucking (no local) | 1.80M | 3.45% | 3.45% | $11.05B | Aug 14, 2023 | — held |
BLACKROCK INC. trucking (no local) | 1.76M | 3.37% | 3.37% | $10.78B | Aug 11, 2023 | ▲ 1.49M |
ARISTOTLE CAPITAL BOSTON, LLC trucking (no local) | 1.55M | 2.98% | 2.98% | $9.54B | Aug 14, 2023 | — held |
VANGUARD GROUP INC trucking (no local) | 1.41M | 2.71% | 2.71% | $8.68B | Aug 14, 2023 | ▲ 145.1K |
CARLSON CAPITAL L P trucking (no local) | 1.25M | 2.39% | 2.39% | $7.66B | Aug 10, 2023 | ▲ 47.0K |
ERGOTELES LLC trucking (no local) | 1.06M | 2.04% | 2.04% | $6.53B | Aug 14, 2023 | ▲ 590.2K |
GABELLI FUNDS LLC trucking (no local) | 936.1K | 1.80% | 1.80% | $5.75B | Aug 10, 2023 | ▼ 100.0K |
GARDNER LEWIS ASSET MANAGEMENT L P trucking (no local) | 916.6K | 1.76% | 1.76% | $5.63B | Nov 8, 2023 | NEW |
TRIUM CAPITAL LLP trucking (no local) | 908.7K | 1.74% | 1.74% | $5.58B | Aug 11, 2023 | ▲ 725.4K |
NEXPOINT ASSET MANAGEMENT, L.P. trucking (no local) | 679.9K | 1.30% | 1.30% | $4.17B | Aug 14, 2023 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q2 2023 vs prior quarter
Q2 2023
25
Increased
+5.44M shares11
New Positions
first time holders9
Decreased
−1.51M shares0
Sold Out
fully exitedNet shares change (top 50)
+3.93M
+5.44M / −1.51M
Net new holders
+27
11 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
USX insider trading · insider activity
Source: SEC Form 4
15
Buy transactions
10
Sell transactions
1.50
Buy/Sell ratio
$1M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Rickel John C director | Jul 1, 2023 | D-Return | 5,263 | — | — | 0 | Form 4 ↗ |
Rickel John C director | Jul 1, 2023 | D-Return | 132,634 | $6.15 | $815.7K | 0 | Form 4 ↗ |
Nash Dennis Alan director | Jul 1, 2023 | D-Return | 50,134 | $6.15 | $308.3K | 0 | Form 4 ↗ |
Buckner Jennifer director | Jul 1, 2023 | D-Return | 35,780 | $6.15 | $220.0K | 0 | Form 4 ↗ |
DUCKER MICHAEL L director | Jul 1, 2023 | D-Return | 45,461 | $6.15 | $279.6K | 0 | Form 4 ↗ |
Beizer Jon director | Jul 1, 2023 | D-Return | 97,134 | $6.15 | $597.4K | 0 | Form 4 ↗ |
Braman Edward Hall director | Jul 1, 2023 | D-Return | 80,134 | $6.15 | $492.8K | 0 | Form 4 ↗ |
Grear Jason EVP - Accounting & Finance | Jul 1, 2023 | D-Return | 36,707 | $6.15 | $225.7K | 47.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
U.S. Xpress Enterprises, Inc. (USX) is primarily owned by institutional investors, who hold approximately 41.4% of total shares outstanding. Company insiders own approximately 44.12%, while retail and public investors account for the remaining 14.53%.
The largest institutional shareholder of U.S. Xpress Enterprises, Inc. is MAN GROUP PLC, holding approximately 1.80 million shares — equal to 3.45% of outstanding shares — as of June 30, 2023.
A total of 93 institutional investors currently hold USX stock, with a combined institutional value of approximately $137,253,444 as of the most recent 13F filing period.
Frequently asked questions
USX ownershipU.S. Xpress Enterprises, Inc. (USX) is primarily owned by institutional investors, who hold approximately 41.4% of shares. The largest shareholder is MAN GROUP PLC with a 3.45% stake. Company insiders hold 44.12%. Data sourced from SEC Form 13F as of June 30, 2023.