GXO Logistics, Inc.
DE ˙ DB ˙ US36262G1013
42,02 € ↑0,08 (0,19%)
2026-06-01
DEL PRIS
SecurityDE:93N / GXO Logistics, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,254,327 shares
Latest Disclosed Value $ 116,886,968
Morgan Stanley reports 80.44% increase in ownership of 93N / GXO Logistics, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,254,327 shares of GXO Logistics, Inc. (DE:93N) valued at $94,230,869 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,249,370 shares of GXO Logistics, Inc.. This represents a change in shares of 80.44% during the quarter. The current value of the position is $94,726,821 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F GXO LOGISTICS COMMON STOCK 36262G101 2,254,327 1,004,957 80.44 116,887 77.73 0.0070
2026-05-27 2025-12-31 13F/A-1 GXO LOGISTICS COMMON STOCK 36262G101 1,249,370 -75,724 -5.71 65,767 -6.16 0.0039
2026-02-13 2025-12-31 13F GXO LOGISTICS COMMON STOCK 36262G101 1,249,370 -75,724 65,767 0.0039
2026-05-27 2025-09-30 13F/A-1 GXO LOGISTICS COMMON STOCK 36262G101 1,325,094 -531,359 -28.62 70,084 -22.48 0.0042
2025-11-14 2025-09-30 13F GXO LOGISTICS COMMON STOCK 36262G101 1,325,094 -531,359 70,084 0.0042
2025-08-15 2025-06-30 13F GXO LOGISTICS COMMON STOCK 36262G101 1,856,453 220,557 13.48 90,409 41.42 0.0059
2025-05-15 2025-03-31 13F GXO LOGISTICS COMMON STOCK 36262G101 1,635,896 -741,397 -31.19 63,931 -38.18 0.0046
2025-05-15 2024-12-31 13F/A-1 GXO LOGISTICS COMMON STOCK 36262G101 2,377,293 -484,238 -16.92 103,412 -30.60 0.0072
2025-02-14 2024-12-31 13F GXO LOGISTICS COMMON STOCK 36262G101 2,377,293 -484,238 103,412 0.0072
2025-05-14 2024-09-30 13F/A-2 GXO LOGISTICS COMMON STOCK 36262G101 2,861,531 -135,325 -4.52 149,000 -1.55 0.0108
2025-02-14 2024-09-30 13F/A-1 GXO LOGISTICS COMMON STOCK 36262G101 2,861,531 -135,325 149,000 0.0108
2024-11-14 2024-09-30 13F GXO LOGISTICS COMMON STOCK 36262G101 2,861,531 -135,325 149,000 0.0013
2025-05-14 2024-06-30 13F/A-2 GXO LOGISTICS COMMON STOCK 36262G101 2,996,856 95,744 3.30 151,341 -2.96 0.0117
2024-10-17 2024-06-30 13F/A-1 GXO LOGISTICS COMMON STOCK 36262G101 2,996,856 95,744 151,341 0.0117
2024-08-14 2024-06-30 13F GXO LOGISTICS COMMON STOCK 36262G101 2,996,856 95,744 151,341 0.0117
2024-10-17 2024-03-31 13F/A-2 GXO LOGISTICS COMMON STOCK 36262G101 2,901,112 -424,279 -12.76 155,964 -23.31 0.0125
2024-08-16 2024-03-31 13F/A-1 GXO LOGISTICS COMMON STOCK 36262G101 2,901,112 -424,279 155,964 0.0015
2024-05-15 2024-03-31 13F GXO LOGISTICS COMMON STOCK 36262G101 2,901,112 -424,279 155,964 0.0125
2024-08-16 2023-12-31 13F/A-1 GXO LOGISTICS COMMON STOCK 36262G101 3,325,391 272,102 8.91 203,381 13.57 0.0179
2024-02-13 2023-12-31 13F GXO LOGISTICS COMMON STOCK 36262G101 3,325,391 272,102 203,381 0.0179
2023-11-15 2023-09-30 13F GXO LOGISTICS COMMON STOCK 36262G101 3,053,289 -68,926 -2.21 179,075 -8.70 0.0182
2023-08-14 2023-06-30 13F GXO LOGISTICS COMMON STOCK 36262G101 3,122,215 330,788 11.85 196,138 39.25 0.0193
2023-05-15 2023-03-31 13F GXO LOGISTICS COMMON STOCK 36262G101 2,791,427 44,619 1.62 140,855 20.12 0.0151
2023-02-14 2022-12-31 13F GXO LOGISTICS COMMON STOCK 36262G101 2,746,808 1,017,980 58.88 117,261 93.46 0.0133
2022-11-14 2022-09-30 13F GXO LOGISTICS COMMON STOCK 36262G101 1,728,828 388,846 29.02 60,611 4.53 0.0083
2022-10-27 2022-06-30 13F/A-1 GXO LOGISTICS COMMON STOCK 36262G101 1,339,982 556,913 71.12 57,982 3.79 0.0075
2022-08-15 2022-06-30 13F GXO LOGISTICS COMMON STOCK 36262G101 1,339,982 556,913 57,982 0.0015
2022-10-27 2022-03-31 13F/A-1 GXO LOGISTICS COMMON STOCK 36262G101 783,069 20,457 2.68 55,865 -19.35 0.0075
2022-05-13 2022-03-31 13F GXO LOGISTICS COMMON STOCK 36262G101 783,069 20,457 55,865 0.0075
2022-02-14 2021-12-31 13F GXO LOGISTICS COMMON STOCK 36262G101 762,612 284,826 59.61 69,269 84.84 0.0086
2021-11-15 2021-09-30 13F GXO LOGISTICS COMMON STOCK 36262G101 477,786 477,786 37,476 0.0050
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.