U.S. Xpress Enterprises Ownership 2024 | Who Owns U.S. Xpress Enterprises Now?

OverviewChart

Institutional Ownership

42.88%

Insider Ownership

29.63%

Retail Ownership

27.50%

Institutional Holders

93.00

U.S. Xpress Enterprises Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MAN GROUP PLC	3.51%	0.04%	1,800,000	1,800,000	100.00%	10,692,000,000	Mar 31, 2023
TUDOR INVESTMENT CORP ET AL	3.22%	0.15%	1,650,000	1,650,000	100.00%	9,801,000	Mar 31, 2023
ARISTOTLE CAPITAL BOSTON, LLC	3.03%	0.29%	1,554,128	-1,501,584	-49.14%	9,231,520,000	Mar 31, 2023
VANGUARD GROUP INC	2.47%	0.00%	1,268,218	119,314	10.38%	7,533,215,000	Mar 31, 2023
CARLSON CAPITAL L P	2.34%	0.67%	1,200,000	1,200,000	100.00%	7,128,000,000	Mar 31, 2023
GABELLI FUNDS LLC	2.02%	0.05%	1,036,068	1,036,068	100.00%	6,154,244,000	Mar 31, 2023
BECKER CAPITAL MANAGEMENT INC	1.69%	0.20%	865,988	-4,159	-0.48%	5,143,969,000	Mar 31, 2023
TRUIST FINANCIAL CORP	1.59%	0.01%	815,312	-	-	4,842,953,000	Mar 31, 2023
GABELLI & CO INVESTMENT ADVISERS, INC.	1.48%	0.87%	761,595	761,595	100.00%	4,523,874,000	Mar 31, 2023
ACADIAN ASSET MANAGEMENT LLC	1.09%	0.01%	560,468	327,382	140.46%	3,326,000	Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.	1.05%	0.01%	536,585	536,585	100.00%	3,187,315,000	Mar 31, 2023
TWENTY ACRE CAPITAL LP	0.98%	3.40%	501,129	-892,740	-64.05%	2,976,706,000	Mar 31, 2023
MORGAN STANLEY	0.96%	0.00%	491,879	259,822	111.96%	2,921,762,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.95%	0.00%	490,038	379,245	342.30%	2,911,000	Mar 31, 2023
ERGOTELES LLC	0.92%	0.11%	474,101	422,135	812.33%	2,816,160,000	Mar 31, 2023
BARDIN HILL MANAGEMENT PARTNERS LP	0.75%	0.56%	383,292	383,292	100.00%	2,276,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	0.75%	0.00%	382,300	-129,112	-25.25%	2,270,954,000	Mar 31, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.70%	0.06%	360,000	-90,000	-20.00%	2,138,400,000	Mar 31, 2023
GSA CAPITAL PARTNERS LLP	0.67%	0.20%	342,764	242,948	243.40%	2,036,000	Mar 31, 2023
PRELUDE CAPITAL MANAGEMENT, LLC	0.59%	0.06%	302,248	302,248	100.00%	1,795,353,000	Mar 31, 2023

U.S. Xpress Enterprises's largest institutional shareholder is MAN GROUP PLC, holding 3.51% of the company's total share outstanding, currently valued at $10.69B. The top 10 institutional shareholders own together 22.44% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TWENTY ACRE CAPITAL LP	0.98%	3.40%	501,129	-892,740	-64.05%	2,976,706,000	Mar 31, 2023
OLYMPIAD RESEARCH LP	0.33%	1.16%	168,067	168,067	100.00%	998,318,000	Mar 31, 2023
GABELLI & CO INVESTMENT ADVISERS, INC.	1.48%	0.87%	761,595	761,595	100.00%	4,523,874,000	Mar 31, 2023
CARLSON CAPITAL L P	2.34%	0.67%	1,200,000	1,200,000	100.00%	7,128,000,000	Mar 31, 2023
BCK CAPITAL MANAGEMENT LP	0.22%	0.59%	115,000	115,000	100.00%	683,100,000	Mar 31, 2023
BARDIN HILL MANAGEMENT PARTNERS LP	0.75%	0.56%	383,292	383,292	100.00%	2,276,000	Mar 31, 2023
TRIUM CAPITAL LLP	0.36%	0.38%	183,249	183,249	100.00%	1,088,000	Mar 31, 2023
ARISTOTLE CAPITAL BOSTON, LLC	3.03%	0.29%	1,554,128	-1,501,584	-49.14%	9,231,520,000	Mar 31, 2023
PENDERFUND CAPITAL MANAGEMENT LTD.	0.19%	0.25%	97,489	97,489	100.00%	783,000	Mar 31, 2023
BECKER CAPITAL MANAGEMENT INC	1.69%	0.20%	865,988	-4,159	-0.48%	5,143,969,000	Mar 31, 2023
GSA CAPITAL PARTNERS LLP	0.67%	0.20%	342,764	242,948	243.40%	2,036,000	Mar 31, 2023
TUDOR INVESTMENT CORP ET AL	3.22%	0.15%	1,650,000	1,650,000	100.00%	9,801,000	Mar 31, 2023
ERGOTELES LLC	0.92%	0.11%	474,101	422,135	812.33%	2,816,160,000	Mar 31, 2023
SAGEFIELD CAPITAL LP	0.13%	0.09%	68,100	68,100	100.00%	404,514,000	Mar 31, 2023
TIG ADVISORS, LLC	0.38%	0.09%	195,362	195,362	100.00%	1,160,450,000	Mar 31, 2023
PRELUDE CAPITAL MANAGEMENT, LLC	0.59%	0.06%	302,248	302,248	100.00%	1,795,353,000	Mar 31, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.70%	0.06%	360,000	-90,000	-20.00%	2,138,400,000	Mar 31, 2023
GABELLI FUNDS LLC	2.02%	0.05%	1,036,068	1,036,068	100.00%	6,154,244,000	Mar 31, 2023
NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN	0.09%	0.04%	47,000	-	-	279,180,000	Mar 31, 2023
MAN GROUP PLC	3.51%	0.04%	1,800,000	1,800,000	100.00%	10,692,000,000	Mar 31, 2023

The largest U.S. Xpress Enterprises shareholder by % of total assets is TWENTY ACRE CAPITAL LP. The company owns 501.13K shares of U.S. Xpress Enterprises (USX), representing 3.40% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MAN GROUP PLC	3.51%	0.04%	1,800,000	1,800,000	100.00%	10,692,000,000	Mar 31, 2023
TUDOR INVESTMENT CORP ET AL	3.22%	0.15%	1,650,000	1,650,000	100.00%	9,801,000	Mar 31, 2023
CARLSON CAPITAL L P	2.34%	0.67%	1,200,000	1,200,000	100.00%	7,128,000,000	Mar 31, 2023
GABELLI FUNDS LLC	2.02%	0.05%	1,036,068	1,036,068	100.00%	6,154,244,000	Mar 31, 2023
GABELLI & CO INVESTMENT ADVISERS, INC.	1.48%	0.87%	761,595	761,595	100.00%	4,523,874,000	Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.	1.05%	0.01%	536,585	536,585	100.00%	3,187,315,000	Mar 31, 2023
ERGOTELES LLC	0.92%	0.11%	474,101	422,135	812.33%	2,816,160,000	Mar 31, 2023
BARDIN HILL MANAGEMENT PARTNERS LP	0.75%	0.56%	383,292	383,292	100.00%	2,276,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.95%	0.00%	490,038	379,245	342.30%	2,911,000	Mar 31, 2023
ACADIAN ASSET MANAGEMENT LLC	1.09%	0.01%	560,468	327,382	140.46%	3,326,000	Mar 31, 2023
PRELUDE CAPITAL MANAGEMENT, LLC	0.59%	0.06%	302,248	302,248	100.00%	1,795,353,000	Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD	0.58%	0.01%	295,802	295,802	100.00%	1,757,064,000	Mar 31, 2023
GROUP ONE TRADING, L.P.	0.51%	0.01%	264,200	264,100	264100.00%	1,569,348,000	Mar 31, 2023
MORGAN STANLEY	0.96%	0.00%	491,879	259,822	111.96%	2,921,762,000	Mar 31, 2023
GSA CAPITAL PARTNERS LLP	0.67%	0.20%	342,764	242,948	243.40%	2,036,000	Mar 31, 2023
TIG ADVISORS, LLC	0.38%	0.09%	195,362	195,362	100.00%	1,160,450,000	Mar 31, 2023
TRIUM CAPITAL LLP	0.36%	0.38%	183,249	183,249	100.00%	1,088,000	Mar 31, 2023
OLYMPIAD RESEARCH LP	0.33%	1.16%	168,067	168,067	100.00%	998,318,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	0.00%	161,900	161,900	100.00%	961,686,000	Mar 31, 2023
VANGUARD GROUP INC	2.47%	0.00%	1,268,218	119,314	10.38%	7,533,215,000	Mar 31, 2023

As of Mar 31 2023, U.S. Xpress Enterprises's largest institutional buyer is MAN GROUP PLC. The company purchased 1.80M stocks of USX, valued at $10.69B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	-	-	-	-2,753,550	-100.00%	-	Mar 31, 2023
ARISTOTLE CAPITAL BOSTON, LLC	3.03%	0.29%	1,554,128	-1,501,584	-49.14%	9,231,520,000	Mar 31, 2023
TWENTY ACRE CAPITAL LP	0.98%	3.40%	501,129	-892,740	-64.05%	2,976,706,000	Mar 31, 2023
SEI INVESTMENTS CO	0.42%	0.00%	217,289	-239,338	-52.41%	1,290,697,000	Mar 31, 2023
D. E. SHAW & CO., INC.	-	-	-	-204,052	-100.00%	-	Mar 31, 2023
WEISS MULTI-STRATEGY ADVISERS LLC	-	-	-	-145,370	-100.00%	-	Mar 31, 2023
INVESCO LTD.	-	-	-	-139,790	-100.00%	-	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	0.75%	0.00%	382,300	-129,112	-25.25%	2,270,954,000	Mar 31, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.70%	0.06%	360,000	-90,000	-20.00%	2,138,400,000	Mar 31, 2023
AM INVESTMENT STRATEGIES LLC	-	-	-	-63,000	-100.00%	-	Mar 31, 2023
STATE OF WISCONSIN INVESTMENT BOARD	0.14%	0.00%	69,700	-54,300	-43.79%	414,018,000	Mar 31, 2023
SILVERLEAFE CAPITAL PARTNERS, LLC	-	-	-	-30,000	-100.00%	-	Mar 31, 2023
TWO SIGMA ADVISERS, LP	0.15%	0.00%	77,600	-22,200	-22.24%	460,944,000	Mar 31, 2023
CAPSTONE FINANCIAL ADVISORS, INC.	-	-	-	-20,000	-100.00%	-	Mar 31, 2023
J.W. COLE ADVISORS, INC.	-	-	-	-17,675	-100.00%	-	Mar 31, 2023
LPL FINANCIAL LLC	-	-	-	-11,195	-100.00%	-	Mar 31, 2023
STEPHENS INC /AR/	-	-	-	-10,150	-100.00%	-	Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	3,299	-10,000	-75.19%	19,605,000	Mar 31, 2023
CITIGROUP INC	-	-	-	-9,770	-100.00%	-	Mar 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/	0.10%	-	53,900	-7,100	-11.64%	321,000	Mar 31, 2023

As of Mar 31 2023, U.S. Xpress Enterprises's biggest institutional seller is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company sold -2.75M shares of USX, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MAN GROUP PLC	3.51%	0.04%	1,800,000	1,800,000	100.00%	10,692,000,000	Mar 31, 2023
TUDOR INVESTMENT CORP ET AL	3.22%	0.15%	1,650,000	1,650,000	100.00%	9,801,000	Mar 31, 2023
CARLSON CAPITAL L P	2.34%	0.67%	1,200,000	1,200,000	100.00%	7,128,000,000	Mar 31, 2023
GABELLI FUNDS LLC	2.02%	0.05%	1,036,068	1,036,068	100.00%	6,154,244,000	Mar 31, 2023
GABELLI & CO INVESTMENT ADVISERS, INC.	1.48%	0.87%	761,595	761,595	100.00%	4,523,874,000	Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.	1.05%	0.01%	536,585	536,585	100.00%	3,187,315,000	Mar 31, 2023
BARDIN HILL MANAGEMENT PARTNERS LP	0.75%	0.56%	383,292	383,292	100.00%	2,276,000	Mar 31, 2023
PRELUDE CAPITAL MANAGEMENT, LLC	0.59%	0.06%	302,248	302,248	100.00%	1,795,353,000	Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD	0.58%	0.01%	295,802	295,802	100.00%	1,757,064,000	Mar 31, 2023
TIG ADVISORS, LLC	0.38%	0.09%	195,362	195,362	100.00%	1,160,450,000	Mar 31, 2023
TRIUM CAPITAL LLP	0.36%	0.38%	183,249	183,249	100.00%	1,088,000	Mar 31, 2023
OLYMPIAD RESEARCH LP	0.33%	1.16%	168,067	168,067	100.00%	998,318,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	0.00%	161,900	161,900	100.00%	961,686,000	Mar 31, 2023
BCK CAPITAL MANAGEMENT LP	0.22%	0.59%	115,000	115,000	100.00%	683,100,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.22%	0.00%	112,587	112,587	100.00%	668,767,000	Mar 31, 2023
BELVEDERE TRADING LLC	0.21%	0.00%	108,100	108,100	100.00%	642,114,000	Mar 31, 2023
HRT FINANCIAL LP	0.20%	0.01%	103,567	103,567	100.00%	615,000	Mar 31, 2023
PENDERFUND CAPITAL MANAGEMENT LTD.	0.19%	0.25%	97,489	97,489	100.00%	783,000	Mar 31, 2023
MARSHALL WACE, LLP	0.18%	0.00%	94,900	94,900	100.00%	563,706,000	Mar 31, 2023
CSS LLC/IL	0.17%	0.03%	85,400	85,400	100.00%	507,276,000	Mar 31, 2023
GOLDMAN SACHS GROUP INC	0.16%	0.00%	82,521	82,521	100.00%	490,175,000	Mar 31, 2023
JPMORGAN CHASE & CO	0.16%	0.00%	80,200	80,200	100.00%	476,000,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.15%	0.00%	74,900	74,900	100.00%	444,906,000	Mar 31, 2023
CSS LLC/IL	0.14%	0.03%	72,500	72,500	100.00%	430,650,000	Mar 31, 2023
SAGEFIELD CAPITAL LP	0.13%	0.09%	68,100	68,100	100.00%	404,514,000	Mar 31, 2023
GAMCO INVESTORS, INC. ET AL	0.13%	0.00%	67,762	67,762	100.00%	402,506,000	Mar 31, 2023
WOLVERINE ASSET MANAGEMENT LLC	0.10%	0.00%	50,400	50,400	100.00%	299,376,000	Mar 31, 2023
SIMPLEX TRADING, LLC	0.07%	0.00%	37,500	37,500	100.00%	222,000	Mar 31, 2023
GAM HOLDING AG	0.07%	0.01%	36,000	36,000	100.00%	213,840,000	Mar 31, 2023
GROUP ONE TRADING, L.P.	0.07%	0.00%	35,300	35,300	100.00%	209,682,000	Mar 31, 2023
WOLVERINE TRADING, LLC	0.06%	0.00%	33,177	33,177	100.00%	198,000	Mar 31, 2023
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.06%	0.00%	28,753	28,753	100.00%	170,793,000	Mar 31, 2023
CAPTRUST FINANCIAL ADVISORS	0.06%	0.00%	28,500	28,500	100.00%	169,290,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	-	21,997	21,997	100.00%	130,662,000	Mar 31, 2023
CREATIVE PLANNING	0.04%	0.00%	20,001	20,001	100.00%	118,806,000	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	0.04%	-	19,273	19,273	100.00%	114,482,000	Mar 31, 2023
BELVEDERE TRADING LLC	0.04%	0.00%	19,000	19,000	100.00%	112,860,000	Mar 31, 2023
VIRTU FINANCIAL LLC	0.03%	0.01%	17,418	17,418	100.00%	103,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	-	15,700	15,700	100.00%	93,258,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.01%	-	4,500	4,500	100.00%	26,730,000	Mar 31, 2023
EVERSOURCE WEALTH ADVISORS, LLC	0.01%	0.00%	2,907	2,907	100.00%	17,268,000	Mar 31, 2023
ALLWORTH FINANCIAL LP	0.00%	0.00%	2,000	2,000	100.00%	11,880,000	Mar 31, 2023
CHILTON CAPITAL MANAGEMENT LLC	0.00%	0.00%	869	869	100.00%	5,162,000	Mar 31, 2023
GENEOS WEALTH MANAGEMENT INC.	0.00%	0.00%	200	200	100.00%	1,188,000	Mar 31, 2023
FMR LLC	-	-	15	15	100.00%	89,000	Mar 31, 2023

U.S. Xpress Enterprises's largest new institutional shareholder by number of shares is MAN GROUP PLC, purchased 1.80M shares, valued at $10.69B, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	-	-	-	-2,753,550	-100.00%	-	Mar 31, 2023
D. E. SHAW & CO., INC.	-	-	-	-204,052	-100.00%	-	Mar 31, 2023
WEISS MULTI-STRATEGY ADVISERS LLC	-	-	-	-145,370	-100.00%	-	Mar 31, 2023
INVESCO LTD.	-	-	-	-139,790	-100.00%	-	Mar 31, 2023
AM INVESTMENT STRATEGIES LLC	-	-	-	-63,000	-100.00%	-	Mar 31, 2023
SILVERLEAFE CAPITAL PARTNERS, LLC	-	-	-	-30,000	-100.00%	-	Mar 31, 2023
CAPSTONE FINANCIAL ADVISORS, INC.	-	-	-	-20,000	-100.00%	-	Mar 31, 2023
J.W. COLE ADVISORS, INC.	-	-	-	-17,675	-100.00%	-	Mar 31, 2023
LPL FINANCIAL LLC	-	-	-	-11,195	-100.00%	-	Mar 31, 2023
STEPHENS INC /AR/	-	-	-	-10,150	-100.00%	-	Mar 31, 2023
CITIGROUP INC	-	-	-	-9,770	-100.00%	-	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-942	-100.00%	-	Mar 31, 2023
GROUP ONE TRADING, L.P.	-	-	-	-644	-100.00%	-	Mar 31, 2023

U.S. Xpress Enterprises's largest sold out institutional shareholder by shares sold is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., sold -2.75M shares, valued at -, as of undefined.

U.S. Xpress Enterprises Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Jacob Funds Inc.	1.07%	245,230	-	-	Feb 29, 2024
AltShares Trust	0.33%	59,836	-	-	Feb 29, 2024
Comstock Funds, Inc.	0.33%	7,000	-	-	Jan 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.	0.24%	1,915,374	-	-	Mar 31, 2024
IndexIQ ETF Trust	0.19%	441,372	-	-	Jan 31, 2024
GDL FUND	0.13%	180,000	-	-	Dec 29, 2023
OBERWEIS FUNDS	0.11%	116,000	-	-	Mar 31, 2024
NEXPOINT FUNDS I	0.10%	369,260	-	-	Dec 31, 2023
BRIDGEWAY FUNDS INC	0.08%	195,000	-	-	Mar 28, 2024
Gabelli 787 Fund, Inc.	0.06%	5,000	-	-	Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.04%	22,566	-	-	Mar 31, 2024
Vericimetry Funds	0.04%	3,455	-	-	Mar 31, 2024
GABELLI INVESTOR FUNDS INC	0.02%	50,000	-	-	Dec 29, 2023
ROYCE FUND	0.02%	125,428	-	-	Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.01%	53,990	-	-	Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.01%	4,816	-	-	Mar 31, 2024
FORUM FUNDS II	0.01%	7,700	-	-	Jan 31, 2024
KP Funds	0.01%	301,866	-49,375	-14.06%	Sep 30, 2020
Capitol Series Trust	0.01%	57,032	-	-	Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.00%	37,461	-	-	Mar 31, 2024
NEUBERGER BERMAN ALTERNATIVE FUNDS	0.00%	45,412	-	-	Jan 31, 2024
Principal Exchange-Traded Funds	0.00%	40,861	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	1,232,171	-	-	Mar 31, 2024
ADVISORS' INNER CIRCLE FUND	0.00%	69,940	-	-	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.00%	550	-	-	Mar 31, 2024
VICTORY PORTFOLIOS	0.00%	69,940	-	-	Mar 31, 2024
CLEARWATER INVESTMENT TRUST	0.00%	19,306	-	-	Mar 28, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	139,558	-	-	Jan 31, 2024
FIDELITY SELECT PORTFOLIOS	0.00%	85,000	-	-	Feb 29, 2024
FIDELITY CONCORD STREET TRUST	0.00%	256,727	-	-	Feb 29, 2024
TIMOTHY PLAN	0.00%	5,472	-	-	Mar 31, 2024
AMERICAN CENTURY ETF TRUST	0.00%	119,701	-	-	Feb 29, 2024
Calvert Variable Products, Inc.	0.00%	2,554	-	-	Mar 31, 2024
Columbia Funds Variable Series Trust II	0.00%	25,390	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	17,513	-	-	Mar 31, 2024
Series Portfolios Trust	0.00%	3,343	-	-	Jan 31, 2024
SCHWAB CAPITAL TRUST	0.00%	21,997	-	-	Feb 29, 2024
PUTNAM VARIABLE TRUST	0.00%	15,857	-	-	Mar 31, 2024
GPS Funds I	0.00%	2,288	-	-	Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS	0.00%	30,000	-	-	Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	12,836	-	-	Mar 31, 2024
LoCorr Investment Trust	0.00%	9,889	-	-	Mar 31, 2024
SunAmerica Specialty Series	0.00%	183	-	-	Apr 30, 2021
Franklin Alternative Strategies Funds	0.00%	185,152	-	-	Feb 29, 2024
NORTHERN LIGHTS FUND TRUST III	0.00%	3,848	-	-	Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	1,078	-	-	Mar 31, 2024
AdvisorShares Trust	0.00%	847	-	-	Mar 28, 2024
Victory Portfolios II	0.00%	10,799	-	-	Mar 31, 2024
Global X Funds	0.00%	7,460	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	172,465	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	183,334	-	-	Mar 31, 2024
RBC FUNDS TRUST	0.00%	17,800	-	-	Mar 28, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	9,500	-	-	Mar 31, 2024
VANGUARD WORLD FUND	0.00%	33,065	-	-	Feb 29, 2024
RBB FUND, INC.	0.00%	12,460	-	-	Feb 29, 2024
TIAA-CREF LIFE FUNDS	0.00%	315	-	-	Mar 31, 2024
NORTHERN FUNDS	0.00%	16,534	-	-	Mar 28, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	1,159	-	-	Mar 31, 2024
VANGUARD WELLINGTON FUND	0.00%	38,729	-	-	Feb 29, 2024
MAINSTAY VP FUNDS TRUST	0.00%	11,600	-	-	Mar 31, 2024
MAINSTAY FUNDS TRUST	0.00%	19,400	-	-	Jan 31, 2024
Investment Managers Series Trust	0.00%	123,578	-	-	Mar 31, 2024
Dimensional ETF Trust	0.00%	33,167	-	-	Jan 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	1,522	-	-	Feb 29, 2024
RYDEX SERIES FUNDS	0.00%	283	-	-	Dec 31, 2023
iSHARES TRUST	0.00%	1,076,286	-	-	Mar 31, 2024
THRIVENT SERIES FUND INC	0.00%	6,917	-	-	Mar 28, 2024
ProFunds	0.00%	575	-	-	Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS	0.00%	93,070	-	-	Feb 29, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust	0.00%	10,112	-	-	Feb 29, 2024
PGIM ETF TRUST	0.00%	2,801	-	-	Feb 29, 2024
PENN SERIES FUNDS INC	0.00%	1,200	-	-	Mar 28, 2024
HC CAPITAL TRUST	0.00%	1,208	-	-	Mar 31, 2024
Direxion Shares ETF Trust	0.00%	5,568	-	-	Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	4,718	-	-	Mar 31, 2024
VALIC Co I	0.00%	9,971	-	-	Feb 29, 2024
RYDEX DYNAMIC FUNDS	0.00%	140	-	-	Dec 31, 2023
TIAA-CREF FUNDS	0.00%	104,143	-	-	Mar 31, 2024
Blackstone Alternative Investment Funds	0.00%	2,000	-	-	Mar 31, 2023
Guggenheim Active Allocation Fund	0.00%	160	-	-	Feb 29, 2024
ALLSPRING MASTER TRUST	0.00%	1,586	-	-	Feb 29, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	2,921	-	-	Jan 31, 2024
WisdomTree Trust	0.00%	46,612	-	-	Feb 29, 2024
MASSMUTUAL SELECT FUNDS	0.00%	23,308	-	-	Dec 31, 2023
MASTER INVESTMENT PORTFOLIO	0.00%	1,956	-	-	Mar 31, 2024
FIRST EAGLE FUNDS	0.00%	249,518	-	-	Jan 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST	0.00%	1,009	-	-	Dec 31, 2023
RYDEX VARIABLE TRUST	0.00%	18	-	-	Dec 31, 2023
PROSHARES TRUST	0.00%	3,876	-	-	Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND	0.00%	15,816	-	-	Mar 31, 2024
Goldman Sachs Trust II	0.00%	84,810	-	-	Jan 31, 2024
RUSSELL INVESTMENT CO	0.00%	4,291	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	3,039	-	-	Jan 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	29,221	-	-	Mar 31, 2024
Brighthouse Funds Trust II	0.00%	10,440	-	-	Mar 31, 2024
SEI INSTITUTIONAL MANAGED TRUST	0.00%	33,200	-	-	Dec 31, 2023
MORGAN STANLEY PATHWAY FUNDS	0.00%	948	-	-	Feb 29, 2024
RUSSELL INVESTMENT FUNDS	0.00%	953	-	-	Mar 31, 2024
ETF Series Solutions	0.00%	176	-	-	Jan 31, 2024
SUNAMERICA SERIES TRUST	0.00%	2,966	-	-	Mar 31, 2024

U.S. Xpress Enterprises's largest mutual fund holder by % of total assets is "Jacob Funds Inc.", owning 245.23K shares, compromising 1.07% of its total assets.

U.S. Xpress Enterprises Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 23	93	22.37%
31 Mar, 23	76	61.70%
31 Dec, 22	47	-11.32%
30 Sep, 22	53	-23.19%
30 Jun, 22	69	-22.47%
31 Mar, 22	89	12.66%
31 Dec, 21	79	11.27%
30 Sep, 21	71	-13.41%
30 Jun, 21	82	-7.87%
31 Mar, 21	89	1.14%
31 Dec, 20	88	-10.20%
30 Sep, 20	98	36.11%
30 Jun, 20	72	-6.49%
31 Mar, 20	77	13.24%
31 Dec, 19	68	-9.33%
30 Sep, 19	75	-5.06%
30 Jun, 19	79	-15.05%
31 Mar, 19	93	5.68%
31 Dec, 18	88	7.32%
30 Sep, 18	82	34.43%
30 Jun, 18	61	-

As of 30 Jun 23, 93 institutions are holding U.S. Xpress Enterprises's shares, representing an increase of 22.37% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 23	22,350,642	11.32%
31 Mar, 23	20,077,376	36.45%
31 Dec, 22	14,714,604	-5.21%
30 Sep, 22	15,523,233	-3.69%
30 Jun, 22	16,117,857	-5.80%
31 Mar, 22	17,109,679	-1.92%
31 Dec, 21	17,444,683	-1.86%
30 Sep, 21	17,776,105	-0.11%
30 Jun, 21	17,795,966	1.29%
31 Mar, 21	17,568,836	0.73%
31 Dec, 20	17,441,537	-1.78%
30 Sep, 20	17,757,820	7.27%
30 Jun, 20	16,553,737	-4.93%
31 Mar, 20	17,412,643	-1.99%
31 Dec, 19	17,766,846	2.56%
30 Sep, 19	17,324,146	-3.01%
30 Jun, 19	17,861,215	3.50%
31 Mar, 19	17,257,080	4.47%
31 Dec, 18	16,518,911	-15.50%
30 Sep, 18	19,549,926	-0.13%
30 Jun, 18	19,574,855	-

U.S. Xpress Enterprises (USX) has 22.35M shares outstanding as of 30 Jun 23, up 11.32% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 23	42.88%	2.89%
31 Mar, 23	38.52%	4.68%
31 Dec, 22	28.68%	3.16%
30 Sep, 22	30.11%	3.04%
30 Jun, 22	31.47%	2.78%
31 Mar, 22	33.65%	2.83%
31 Dec, 21	34.48%	2.79%
30 Sep, 21	35.16%	2.81%
30 Jun, 21	35.36%	2.86%
31 Mar, 21	35.16%	2.83%
31 Dec, 20	35.22%	2.75%
30 Sep, 20	35.75%	3.20%
30 Jun, 20	33.44%	2.67%
31 Mar, 20	35.38%	2.67%
31 Dec, 19	36.42%	2.91%
30 Sep, 19	35.37%	2.63%
30 Jun, 19	36.64%	2.88%
31 Mar, 19	35.66%	3.05%
31 Dec, 18	34.19%	2.09%
30 Sep, 18	40.46%	2.47%
30 Jun, 18	40.51%	-

As of 30 Jun 23, U.S. Xpress Enterprises is held by 42.88% institutional shareholders, representing a 2.89% growth compared to 31 Mar 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 23	59	9.26%
31 Mar, 23	54	200.00%
31 Dec, 22	18	5.88%
30 Sep, 22	17	-43.33%
30 Jun, 22	30	-42.31%
31 Mar, 22	52	18.18%
31 Dec, 21	44	37.50%
30 Sep, 21	32	-23.81%
30 Jun, 21	42	-
31 Mar, 21	42	-10.64%
31 Dec, 20	47	-18.97%
30 Sep, 20	58	75.76%
30 Jun, 20	33	-25.00%
31 Mar, 20	44	15.79%
31 Dec, 19	38	-2.56%
30 Sep, 19	39	11.43%
30 Jun, 19	35	-37.50%
31 Mar, 19	56	1.82%
31 Dec, 18	55	-3.51%
30 Sep, 18	57	-6.56%
30 Jun, 18	61	-

59 institutional shareholders have increased their position in USX stock as of 30 Jun 23 compared to 54 in the previous quarter (a 9.26% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 23	15	25.00%
31 Mar, 23	12	-25.00%
31 Dec, 22	16	-30.43%
30 Sep, 22	23	-20.69%
30 Jun, 22	29	-
31 Mar, 22	29	26.09%
31 Dec, 21	23	4.55%
30 Sep, 21	22	-15.38%
30 Jun, 21	26	-23.53%
31 Mar, 21	34	21.43%
31 Dec, 20	28	-
30 Sep, 20	28	3.70%
30 Jun, 20	27	50.00%
31 Mar, 20	18	5.88%
31 Dec, 19	17	-29.17%
30 Sep, 19	24	-25.00%
30 Jun, 19	32	45.45%
31 Mar, 19	22	15.79%
31 Dec, 18	19	-5.00%
30 Sep, 18	20	-
30 Jun, 18	-	-

15 institutional shareholders have reduced their position in USX stock as of 30 Jun 23 compared to 12 in the previous quarter (a 25.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 23	93	22.37%	22,350,642	11.32%	42.88%	2.89%	59	9.26%	15	25.00%
31 Mar, 23	76	61.70%	20,077,376	36.45%	38.52%	4.68%	54	200.00%	12	-25.00%
31 Dec, 22	47	-11.32%	14,714,604	-5.21%	28.68%	3.16%	18	5.88%	16	-30.43%
30 Sep, 22	53	-23.19%	15,523,233	-3.69%	30.11%	3.04%	17	-43.33%	23	-20.69%
30 Jun, 22	69	-22.47%	16,117,857	-5.80%	31.47%	2.78%	30	-42.31%	29	-
31 Mar, 22	89	12.66%	17,109,679	-1.92%	33.65%	2.83%	52	18.18%	29	26.09%
31 Dec, 21	79	11.27%	17,444,683	-1.86%	34.48%	2.79%	44	37.50%	23	4.55%
30 Sep, 21	71	-13.41%	17,776,105	-0.11%	35.16%	2.81%	32	-23.81%	22	-15.38%
30 Jun, 21	82	-7.87%	17,795,966	1.29%	35.36%	2.86%	42	-	26	-23.53%
31 Mar, 21	89	1.14%	17,568,836	0.73%	35.16%	2.83%	42	-10.64%	34	21.43%
31 Dec, 20	88	-10.20%	17,441,537	-1.78%	35.22%	2.75%	47	-18.97%	28	-
30 Sep, 20	98	36.11%	17,757,820	7.27%	35.75%	3.20%	58	75.76%	28	3.70%
30 Jun, 20	72	-6.49%	16,553,737	-4.93%	33.44%	2.67%	33	-25.00%	27	50.00%
31 Mar, 20	77	13.24%	17,412,643	-1.99%	35.38%	2.67%	44	15.79%	18	5.88%
31 Dec, 19	68	-9.33%	17,766,846	2.56%	36.42%	2.91%	38	-2.56%	17	-29.17%
30 Sep, 19	75	-5.06%	17,324,146	-3.01%	35.37%	2.63%	39	11.43%	24	-25.00%
30 Jun, 19	79	-15.05%	17,861,215	3.50%	36.64%	2.88%	35	-37.50%	32	45.45%
31 Mar, 19	93	5.68%	17,257,080	4.47%	35.66%	3.05%	56	1.82%	22	15.79%
31 Dec, 18	88	7.32%	16,518,911	-15.50%	34.19%	2.09%	55	-3.51%	19	-5.00%
30 Sep, 18	82	34.43%	19,549,926	-0.13%	40.46%	2.47%	57	-6.56%	20	-
30 Jun, 18	61	-	19,574,855	-	40.51%	-	61	-	-	-

U.S. Xpress Enterprises Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 05, 2023	Rickel John C	director	-	D-Return	Sell	132,634	$6.15	$815.70K	-
Jul 05, 2023	Rickel John C	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	Rickel John C	director	-	D-Return	Sell	5,263	-	-	-
Jul 05, 2023	Nash Dennis Alan	director	-	D-Return	Sell	50,134	$6.15	$308.32K	-
Jul 05, 2023	Nash Dennis Alan	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	Buckner Jennifer	director	-	D-Return	Sell	35,780	$6.15	$220.05K	-
Jul 05, 2023	Buckner Jennifer	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	DUCKER MICHAEL L	director	-	D-Return	Sell	45,461	$6.15	$279.59K	-
Jul 05, 2023	DUCKER MICHAEL L	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	Beizer Jon	director	-	D-Return	Sell	97,134	$6.15	$597.37K	-
Jul 05, 2023	Beizer Jon	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	Braman Edward Hall	director	-	D-Return	Sell	80,134	$6.15	$492.82K	-
Jul 05, 2023	Braman Edward Hall	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	Grear Jason	officer	EVP - Accounting & Finance	D-Return	Sell	36,707	$6.15	$225.75K	47,144

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 05, 2023	Rickel John C	director	-	M-Exempt	Buy	16,667	-	-	132,634
Jul 05, 2023	Rickel John C	director	-	D-Return	Sell	132,634	$6.15	$815.70K	-
Jul 05, 2023	Rickel John C	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	Rickel John C	director	-	D-Return	Sell	5,263	-	-	-
Jul 05, 2023	Nash Dennis Alan	director	-	M-Exempt	Buy	16,667	-	-	50,134
Jul 05, 2023	Nash Dennis Alan	director	-	D-Return	Sell	50,134	$6.15	$308.32K	-
Jul 05, 2023	Nash Dennis Alan	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	Buckner Jennifer	director	-	M-Exempt	Buy	16,667	-	-	35,780
Jul 05, 2023	Buckner Jennifer	director	-	D-Return	Sell	35,780	$6.15	$220.05K	-
Jul 05, 2023	Buckner Jennifer	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	DUCKER MICHAEL L	director	-	M-Exempt	Buy	16,667	-	-	45,461
Jul 05, 2023	DUCKER MICHAEL L	director	-	D-Return	Sell	45,461	$6.15	$279.59K	-
Jul 05, 2023	DUCKER MICHAEL L	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	Beizer Jon	director	-	M-Exempt	Buy	16,667	-	-	97,134
Jul 05, 2023	Beizer Jon	director	-	D-Return	Sell	97,134	$6.15	$597.37K	-
Jul 05, 2023	Beizer Jon	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	Braman Edward Hall	director	-	M-Exempt	Buy	16,667	-	-	80,134
Jul 05, 2023	Braman Edward Hall	director	-	D-Return	Sell	80,134	$6.15	$492.82K	-
Jul 05, 2023	Braman Edward Hall	director	-	M-Exempt	Sell	16,667	-	-	-
Jul 05, 2023	Grear Jason	officer	EVP - Accounting & Finance	D-Return	Sell	36,707	$6.15	$225.75K	47,144

The last insider sell of U.S. Xpress Enterprises's stock was made by Rickel John C on Jul 05 2023, selling 132,634 shares at $6.15 per share (valued at $815.70K).

U.S. Xpress Enterprises Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2023	15	10	150.00%
Q4 2022	1	-	-
Q3 2022	5	2	250.00%
Q2 2022	13	10	130.00%
Q1 2022	38	28	135.71%
Q4 2021	2	6	33.33%
Q2 2021	14	14	100.00%
Q1 2021	31	41	75.61%
Q4 2020	5	-	-
Q3 2020	2	12	16.67%
Q2 2020	15	6	250.00%
Q1 2020	37	19	194.74%
Q4 2019	6	14	42.86%
Q3 2019	6	1	600.00%
Q2 2019	20	11	181.82%
Q1 2019	30	5	600.00%
Q4 2018	6	1	600.00%
Q3 2018	13	-	-
Q2 2018	20	20	100.00%
Q4 2007	12	70	17.14%

15 total buy trades, and 10 total sell trades (buy/sell ratio of 1.50%) were made by U.S. Xpress Enterprises's insiders, as of Q1 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2023	-	1	-
Q4 2022	-	-	-
Q3 2022	-	-	-
Q2 2022	6	1	600.00%
Q1 2022	8	-	-
Q4 2021	1	4	25.00%
Q2 2021	-	2	-
Q1 2021	-	4	-
Q4 2020	5	-	-
Q3 2020	-	9	-
Q2 2020	4	-	-
Q1 2020	4	-	-
Q4 2019	5	-	-
Q3 2019	5	-	-
Q2 2019	4	1	400.00%
Q1 2019	-	1	-
Q4 2018	5	-	-
Q3 2018	8	-	-
Q2 2018	5	7	71.43%
Q4 2007	2	-	-

As of Q1 2023, Insider owners conducted 0 open market buy trades and 1 open market sell trades of U.S. Xpress Enterprises's stocks.

U.S. Xpress Enterprises Peer Ownership

Ticker	Company
ULH	Universal Logistics Holdings, Inc.
CVLG	Covenant Logistics Group, Inc.
PTSI	P.A.M. Transportation Services, Inc.
MRTN	Marten Transport, Ltd.
HTLD	Heartland Express, Inc.
SNDR	Schneider National, Inc.
WERN	Werner Enterprises, Inc.

USX Ownership FAQ

Who Owns U.S. Xpress Enterprises?

U.S. Xpress Enterprises is owned by institutional shareholders (42.88%), insiders (29.63%), and public (27.50%). The largest institutional shareholder of U.S. Xpress Enterprises is MAN GROUP PLC (3.51% of total shares) and the top mutual fund owner is Jacob Funds Inc. (1.07% of total shares).

Who are the major institutional shareholders of U.S. Xpress Enterprises?

U.S. Xpress Enterprises's major institutional shareholders are MAN GROUP PLC, TUDOR INVESTMENT CORP ET AL, ARISTOTLE CAPITAL BOSTON, LLC, VANGUARD GROUP INC, and CARLSON CAPITAL L P. The top five shareholders own together 14.56% of the company's share outstanding.

How many U.S. Xpress Enterprises shareholders are there?

As of Jun 2023, there are 93 institutional shareholders of U.S. Xpress Enterprises.

What percentage of U.S. Xpress Enterprises is owned by MAN GROUP PLC?

MAN GROUP PLC owns 1.8M shares of U.S. Xpress Enterprises, representing 3.51% of the company's total shares outstanding, valued at $10.69B (as of Mar 2023).

What percentage of U.S. Xpress Enterprises is owned by TUDOR INVESTMENT CORP ET AL?

As of Mar 2023, TUDOR INVESTMENT CORP ET AL holds 1.65M shares of U.S. Xpress Enterprises (USX), compromising 3.22% of the company, valued at $9.8M.

What percentage of U.S. Xpress Enterprises is owned by ARISTOTLE CAPITAL BOSTON, LLC?

ARISTOTLE CAPITAL BOSTON, LLC is the third largest holder of U.S. Xpress Enterprises. The company owns 1.55M of the company's shares outstanding (worth $9.23B).