XZO Institutional Ownership & Shareholders
EXZEO GROUP INC (XZO) is currently held by 85 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $104.42M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Janus Henderson Group Plc is currently the largest disclosed institutional shareholder of XZO tracked by InsiderSet, reporting ownership valued at approximately $10.32M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.58M, representing an estimated gain of +21.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed XZO value among the investors covered in this analysis. Major shareholders include Janus Henderson Group Plc, American Century Companies Inc, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in EXZEO GROUP INC (XZO).
This page ranks the largest institutional XZO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
85
Total Reported Value
$104.42M
Largest Holder
Janus Henderson Group Plc
Largest Position
$10.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
109
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Janus Henderson Group Plc | 0.01% | 703,304 | $10,317,470 | $12,575,076 | +$2,257,606 | +21.88% | |
| American Century Companies Inc | 0.00% | 602,830 | $10,169,742 | $10,778,600 | +$608,858 | +5.99% | |
| Goldman Sachs Group Inc | 0.00% | 571,335 | $9,638,421 | $10,215,470 | +$577,049 | +5.99% | |
| Jennison Associates Llc | 0.01% | 568,680 | $9,593,631 | $10,167,998 | +$574,367 | +5.99% | |
| Whetstone Capital Advisors, Llc | 2.42% | 541,544 | $9,135,847 | $9,682,807 | +$546,960 | +5.99% | |
| Blackrock, Inc. | 0.00% | 457,881 | $7,724,452 | $8,186,912 | +$462,460 | +5.99% | |
| Fj Capital Management Llc | 0.49% | 223,788 | $3,775,304 | $4,001,329 | +$226,025 | +5.99% | |
| Essex Investment Management Co Llc | 0.55% | 256,229 | $3,707,634 | $4,581,375 | +$873,741 | +23.57% | |
| Citadel Advisors Llc | 0.00% | 172,700 | $2,913,449 | $3,087,876 | +$174,427 | +5.99% | |
| State Street Corp | 0.00% | 150,003 | $2,530,551 | $2,682,054 | +$151,503 | +5.99% | |
| Nuveen, Llc | 0.00% | 145,082 | $2,447,533 | $2,594,066 | +$146,533 | +5.99% | |
| Jacobs Levy Equity Management, Inc | 0.01% | 139,911 | $2,360,299 | $2,501,609 | +$141,310 | +5.99% | |
| Two Sigma Investments, Lp | 0.00% | 121,216 | $2,044,914 | $2,167,342 | +$122,428 | +5.99% | |
| Ionic Capital Management Llc | 1.84% | 116,077 | $1,958,219 | $2,075,457 | +$117,238 | +5.99% | |
| Geode Capital Management, Llc | 0.00% | 109,160 | $1,841,529 | $1,951,781 | +$110,252 | +5.99% | |
| Victory Capital Management Inc | 0.00% | 104,478 | $1,762,544 | $1,868,067 | +$105,523 | +5.99% | |
| Atom Investors Lp | 0.15% | 98,058 | $1,654,238 | $1,753,277 | +$99,039 | +5.99% | |
| Alden Global Capital Llc | 0.61% | 98,005 | $1,653,344 | $1,752,329 | +$98,985 | +5.99% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 71,878 | $1,212,582 | $1,285,179 | +$72,597 | +5.99% |
| Boston Partners | 0.00% | 67,998 | $1,147,130 | $1,215,804 | +$68,674 | +5.99% | |
| Bnp Paribas Financial Markets | 0.00% | 67,900 | $1,145,473 | $1,214,052 | +$68,579 | +5.99% | |
| Federated Hermes, Inc. | 0.00% | 65,000 | $1,096,550 | $1,162,200 | +$65,650 | +5.99% | |
| Trexquant Investment Lp | 0.01% | 63,379 | $1,069,204 | $1,133,217 | +$64,013 | +5.99% | |
| Legato Capital Management Llc | 0.09% | 61,866 | $1,043,679 | $1,106,164 | +$62,485 | +5.99% | |
| Vanguard Portfolio Management Llc | 0.00% | 56,768 | $957,676 | $1,015,012 | +$57,336 | +5.99% | |
| Hrt Financial Lp | 0.00% | 53,275 | $898,000 | $952,557 | +$54,557 | +6.08% | |
| Balyasny Asset Management L.P. | 0.00% | 51,638 | $871,133 | $923,287 | +$52,154 | +5.99% | |
| Northern Trust Corp | 0.00% | 49,227 | $830,459 | $880,179 | +$49,720 | +5.99% | |
| Tudor Investment Corp Et Al | 0.00% | 49,149 | $829,144 | $878,784 | +$49,640 | +5.99% | |
| Strs Ohio | 0.00% | 53,100 | $768,357 | $949,428 | +$181,071 | +23.57% | |
| Sei Investments Co | 0.00% | 45,017 | $759,437 | $804,904 | +$45,467 | +5.99% | |
| Marshall Wace, Llp | 0.00% | 40,872 | $689,510 | $730,791 | +$41,281 | +5.99% | |
| Sidoxia Capital Management, Llc | 0.41% | 40,279 | $582,837 | $720,189 | +$137,352 | +23.57% | |
| Morgan Stanley | 0.00% | 27,634 | $466,185 | $494,096 | +$27,911 | +5.99% | |
| Aqr Capital Management Llc | 0.00% | 21,992 | $371,006 | $393,217 | +$22,211 | +5.99% | |
| Bank Of America Corp | 0.00% | 21,700 | $366,079 | $387,996 | +$21,917 | +5.99% | |
| Charles Schwab Investment Management Inc | 0.00% | 19,743 | $333,064 | $353,005 | +$19,941 | +5.99% | |
| Qube Research & Technologies Ltd | 0.00% | 18,309 | $308,873 | $327,365 | +$18,492 | +5.99% | |
| Cornerstone Investment Partners, Llc | 0.01% | 17,961 | $303,002 | $321,143 | +$18,141 | +5.99% | |
| Jane Street Group, Llc | 0.00% | 17,085 | $288,224 | $305,480 | +$17,256 | +5.99% | |
| Bank Of New York Mellon Corp | 0.00% | 17,024 | $287,195 | $304,389 | +$17,194 | +5.99% | |
| Engineers Gate Manager Lp | 0.00% | 16,103 | $271,658 | $287,922 | +$16,264 | +5.99% | |
| Xtx Topco Ltd | 0.00% | 12,159 | $205,122 | $217,403 | +$12,281 | +5.99% | |
| Russell Investments Group, Ltd. | 0.00% | 11,971 | $201,949 | $214,041 | +$12,092 | +5.99% | |
| Captrust Financial Advisors | 0.00% | 11,841 | $199,758 | $211,717 | +$11,959 | +5.99% | |
| Parsons Capital Management Inc/Ri | 0.01% | 12,500 | $180,875 | $223,500 | +$42,625 | +23.57% | |
| D. E. Shaw & Co., Inc. | 0.00% | 10,170 | $171,568 | $181,840 | +$10,272 | +5.99% | |
| Centiva Capital, Lp | 0.01% | 10,017 | $168,987 | $179,104 | +$10,117 | +5.99% | |
| Deutsche Bank Ag\ | 0.00% | 8,240 | $139,009 | $147,331 | +$8,322 | +5.99% | |
| Vanguard Fiduciary Trust Co | 0.00% | 7,738 | $130,540 | $138,355 | +$7,815 | +5.99% |
Frequently asked questions about XZO
Who are the largest institutional holders of XZO?
The largest institutional holders of XZO reported in the latest SEC Form 13F filings include Janus Henderson Group Plc, American Century Companies Inc, Goldman Sachs Group Inc, Jennison Associates Llc, and Whetstone Capital Advisors, Llc. InsiderSet ranks institutional holders by their latest reported XZO position.
What is XZO institutional ownership?
This page tracks XZO positions reported by institutional investment managers through SEC Form 13F. EXZEO GROUP INC (XZO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XZO?
InsiderSet currently tracks 85 institutional managers reporting XZO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XZO shareholders.
How much XZO stock do institutions own?
Institutional investment managers disclosed approximately $104.42M in XZO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XZO institutional ownership last updated?
The latest XZO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XZO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XZO position after the reporting date.
Are institutions buying or selling XZO?
Institutional buying and selling can be analyzed by comparing XZO positions across consecutive 13F reporting periods. InsiderSet's XZO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XZO ownership changes.
How has XZO institutional ownership changed over time?
InsiderSet tracks XZO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.