MetaCap

Who Owns XCHG Stock?

NASDAQ: XCHIndustrialsElectrical Equipment & PartsUSD

2.99-0.09 (-2.92%)

At close: Oct 8, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
12.04%
Institutional holders
7
  • Institutions 12.0%
  • Insiders 5.2%
  • Public and other 82.7%

Who owns XCHG stock?

Institutional investors own about 12.0% of XCHG's shares, spread across 7 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 5.21% of XCH.

The largest institutional holders are Citadel Advisors Llc (11.08%), Notable Capital Management, L.L.C. (1.05%) and Morgan Stanley (0.08%). Together, the top 7 institutions control 12.3% of shares outstanding. In their latest filings, 6 of the top 7 institutions increased their XCH positions and 0 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of XCH

XCHG top institutional holders
InstitutionShares% HeldChange
Citadel Advisors Llc340.82K11.08%+10037.5%
Notable Capital Management, L.L.C.32.38K1.05%0.0%
Morgan Stanley2.45K0.08%+11.3%
Geode Capital Management, LLC1.51K0.05%+100.0%
Xtx Topco Ltd1.09K0.04%+100.0%
Smartharvest Portfolios, LLC7250.02%+100.0%
UBS Group AG3840.01%+195.4%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of XCH

XCHG top fund holders
FundShares% Held
Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund1.51K0.05%

Frequently asked questions

Who is the largest shareholder of XCHG?

Citadel Advisors Llc is the largest institutional shareholder of XCH, owning 11.08% of shares outstanding (340.82K shares) as of its latest 13F filing.

What percentage of XCHG is owned by institutions?

Institutions own about 12.0% of XCH shares and 12.7% of the public float.

How much of XCHG do insiders own?

Insiders, such as officers and directors, own about 5.21% of XCH shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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