U.S. Xpress Enterprises Ownership | Who Owns U.S. Xpress Enterprises?
U.S. Xpress Enterprises Ownership Summary
U.S. Xpress Enterprises is owned by 42.88% institutional investors, and 57.12% retail investors. Man GLG Event Driven Alternative IN USD is the top mutual fund, with 2.60% of its assets in U.S. Xpress Enterprises shares.
USX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | U.S. Xpress Enterprises | 42.88% | - | 57.12% |
| Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
Institutional Shareholders
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2023 | 93 | 22.37% | 22,350,642 | 11.32% | 42 | 2.89% | 59 | 9.26% | 15 | 25.00% |
| Mar 31, 2023 | 76 | 61.70% | 20,077,376 | 36.45% | 38 | 4.68% | 54 | 200.00% | 12 | -25.00% |
| Dec 31, 2022 | 47 | -11.32% | 14,714,604 | -5.21% | 28 | 3.16% | 18 | 5.88% | 16 | -30.43% |
| Sep 30, 2022 | 53 | -23.19% | 15,523,233 | -3.69% | 30 | 3.04% | 17 | -43.33% | 23 | -20.69% |
| Jun 30, 2022 | 69 | -22.47% | 16,117,857 | -5.80% | 31 | 2.78% | 30 | -42.31% | 29 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Man GLG Event Driven Alternative IN USD | 1.40M | 2.60% | -9.04K |
| Vanguard Instl Ttl Stck Mkt Idx Tr | 794.80K | 1.48% | 42.13K |
| MM Equity Small Cap A EUR Acc | 204.22K | 0.38% | - |
| Bridgeway Omni Small-Cap Value | 195.00K | 0.36% | - |
| Bridgeway Omni Small-Cap Value N | 195.00K | 0.36% | - |
| Fidelity® Extended Market Index | 158.31K | 0.30% | -4.95K |
| Aristotle Small Cap Equity I | 123.58K | 0.23% | - |
| 1290 VT GAMCO Mergers & Acquisitions IB | 120.00K | 0.22% | - |
| Leadersel Event Driven B Acc | 93.00K | 0.17% | 93.00K |
| Bridgeway Omni Tax-Managed Sm-Cp Val N | 90.00K | 0.17% | -40.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 22, 2023 | Pate Lisa M | - | Sell | $1.79M |
| Nov 22, 2021 | Pate Lisa M | - | Sell | $180.00K |
| Jun 02, 2021 | Pate Lisa M | - | Sell | $60.00K |
| May 31, 2022 | Johnson Bryan A. | Chief Transformation Officer | Buy | $22.20K |
| May 26, 2022 | Harwell Nathan H | EVP, Chief Legal Off., Sec. | Sell | $31.49K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q1 | - | 1 |
| 2022 Q4 | - | - |
| 2022 Q3 | - | - |
| 2022 Q2 | 6 | 1 |
| 2022 Q1 | 8 | - |
USX Ownership FAQ
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