Stocklore

FedEx Corporation (FDX)

Transportation · US stock

What changed in recent filings

  • Institutions — 5 new13F · as of end of 2026 Q2 · Share counts are not compared across this quarter
  • Risk factors — 3 added · 3 removed · new: We may not be able to achieve our calendar … +210-K May 31, 2025 → May 31, 2026 · filed 1 month ago

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding FedEx Corporation

How many of the institutions we track reported holding this stock, quarter by quarter.

max 10
2019 Q1 · 22019 Q2 · 42019 Q3 · 42019 Q4 · 42020 Q1 · 42020 Q2 · 72020 Q3 · 52020 Q4 · 32021 Q1 · 52021 Q2 · 42021 Q3 · 52021 Q4 · 62022 Q1 · 42022 Q2 · 42022 Q3 · 42022 Q4 · 42023 Q1 · 72023 Q2 · 82023 Q3 · 62023 Q4 · 82024 Q1 · 72024 Q2 · 72024 Q3 · 52024 Q4 · 62025 Q1 · 62025 Q2 · 52025 Q3 · 32025 Q4 · 42026 Q1 · 62026 Q2 · 10
19 Q122 Q326 Q2

2019 Q1: 2 → 2026 Q2: 10 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold FedEx Corporation

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Cox1.19% of portfolio · held as of 2019 Q1 or earlier
  • Point72 Asset Management0.13% of portfolio · since 2025 Q4
  • Bridgewater Associates0.09% of portfolio · since 2026 Q1
  • Tudor Investment Corp0.01% of portfolio · since 2026 Q1
  • Viking Global Investors1.92% of portfolio · since 2026 Q1
  • National Pension Service (Korea)0.13% of portfolio · held as of 2026 Q2 or earlier
  • Gates Foundation Trust2.17% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.08% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management1.51% of portfolio · held as of 2026 Q2 or earlier
  • Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

The No. 2 global express/logistics company, running an international air-cargo and ground-parcel network. Its results are sensitive to the economy and shipping volume, and cost efficiency is a constant task.

What is the Transportation sector?

Air, ground transport, and logistics. Sensitive to oil prices and the economy.

FedEx Corporation is classified under the Transportation sector. See peers below.

FedEx Corporation key financials

Based on SEC filings · as of May 31, 2026

Tap a metric name to see its meaning in the glossary.

FedEx Corporation vs Transportation sector benchmark

Median of 10 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
7.7%vs benchmark 5.8%↑ above
Operating margin
6.2%vs benchmark 6.2%↑ above
Net margin
4.7%vs benchmark 5.3%↓ below
ROE
14.0%vs benchmark 21.9%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

FDX segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Aug '24Feb '25Aug '25May '26
United States 72%Non-U.S. 28%

ETFs holding FedEx Corporation

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLIState Street(R) Industrial Select Sector SPDR(R) ETF
1.19%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.36%
JEPIJPMorgan Equity Premium Income ETF
0.35%
VTVVANGUARD VALUE INDEX FUND
0.25%
RSPInvesco S&P 500 Equal Weight ETF
0.21%
SPY
0.11%
VOOVANGUARD 500 INDEX FUND
0.11%
IVViShares Core S&P 500 ETF
0.11%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.09%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.09%

FDX on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Transportation average
See full FDX analysis →

Peers · Transportation

FDX FAQ

What is FedEx Corporation (FDX)?

The No. 2 global express/logistics company, running an international air-cargo and ground-parcel network. Its results are sensitive to the economy and shipping volume, and cost efficiency is a constant task.

What sector is FedEx Corporation in?

FedEx Corporation is classified under Transportation. Air, ground transport, and logistics. Sensitive to oil prices and the economy.

What are FedEx Corporation's key financials?

As of May 31, 2026 in SEC filings: Revenue growth (YoY) 7.7%, Operating margin 6.2%, Net margin 4.7%, ROE 14.0%, Debt-to-equity 0.74x. Definitions and interpretation are available on Stocklore.

Where can I analyze FedEx Corporation (FDX) stock?

On Stocklore you can see FDX's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea