EXPD Institutional Ownership
Expeditors International of Washington, Inc.
1W: +0.6%
1M: +5.8%
3M: +17.3%
YTD: +31.4%
1Y: +70.3%
3Y: +78.5%
5Y: +77.2%
$199.64
+3.21 (+1.63%)
Weekly Expected Move ±2.4%
$187
$191
$196
$201
$206
Credit Risk of going bust: lower than 91% of companies Debt: 2.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.31 (down 99.8%), Expeditors International of Washington, Inc. would be worth roughly what it owes.
Total debt $567.3M against a stock market value of $25.53B.
Distance to default 14.80 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $283.6M (short-term plus half of long-term), stock volatility 30.8%; Altman Z'' 5.63. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.31 (down 99.8%), Expeditors International of Washington, Inc. would be worth roughly what it owes.
Total debt $567.3M against a stock market value of $25.53B.
Distance to default 14.80 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $283.6M (short-term plus half of long-term), stock volatility 30.8%; Altman Z'' 5.63. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — EXPD
1,033
Institutional Holders
+39 vs prior quarter
0.0%
Ownership
+0.00pp
$20B
Total Invested
126
New Positions
320
Increased
437
Reduced
72
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (384 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 40,489,447 | $8.1B | +40,165,136 | +12384.8% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 7,335,241 | $1.5B | +7,335,241 | — | 1Q | SEC ↗ |
| 3 | Baird Financial Group, Inc. NEW | 2,239,665 | $447M | +2,239,665 | — | 1Q | SEC ↗ |
| 4 | First Eagle Investment Management, LLC NEW | 2,020,988 | $403M | +2,020,988 | — | 1Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC NEW | 1,107,979 | $221M | +1,107,979 | — | 1Q | SEC ↗ |
| 6 | ProShare Advisors LLC NEW | 1,087,982 | $217M | +1,087,982 | — | 1Q | SEC ↗ |
| 7 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1,041,018 | $208M | -68,048 | -6.1% | 2Q | SEC ↗ |
| 8 | PRINCIPAL FINANCIAL GROUP INC NEW | 958,178 | $191M | +958,178 | — | 1Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC NEW | 852,994 | $170M | +852,994 | — | 1Q | SEC ↗ |
| 10 | HSBC HOLDINGS PLC | 843,302 | $168M | +836,962 | +13201.3% | 27Q | SEC ↗ |
| 11 | Ascentis Wealth Management, LLC NEW | 688,108 | $137M | +688,108 | — | 1Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC NEW | 648,840 | $130M | +648,840 | — | 1Q | SEC ↗ |
| 13 | Allianz Asset Management GmbH NEW | 612,352 | $122M | +612,352 | — | 1Q | SEC ↗ |
| 14 | Robeco Institutional Asset Management NEW | 495,650 | $99M | +495,650 | — | 1Q | SEC ↗ |
| 15 | Madison Asset Management, LLC NEW | 448,305 | $89M | +448,305 | — | 1Q | SEC ↗ |
| 16 | Boston Trust Walden Corp | 442,135 | $88M | +86,745 | +24.4% | 2Q | SEC ↗ |
| 17 | RENAISSANCE TECHNOLOGIES LLC NEW | 425,516 | $85M | +425,516 | — | 1Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC NEW | 351,650 | $70M | +351,650 | — | 1Q | SEC ↗ |
| 19 | ANCHOR CAPITAL ADVISORS LLC NEW | 305,976 | $61M | +305,976 | — | 1Q | SEC ↗ |
| 20 | Vest Financial, LLC | 288,724 | $58M | -345,390 | -54.5% | 2Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN NEW | 263,778 | $53M | +263,778 | — | 1Q | SEC ↗ |
| 22 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 235,471 | $47M | +235,471 | — | 1Q | SEC ↗ |
| 23 | Walleye Capital LLC | 224,304 | $45M | +223,066 | +18018.3% | 2Q | SEC ↗ |
| 24 | EVERETT HARRIS & CO /CA/ NEW | 195,113 | $39M | +195,113 | — | 1Q | SEC ↗ |
| 25 | BANK OF NOVA SCOTIA NEW | 186,396 | $37M | +186,396 | — | 1Q | SEC ↗ |
| 26 | Douglas Lane & Associates, LLC | 144,877 | $29M | -6,187 | -4.1% | 2Q | SEC ↗ |
| 27 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 138,540 | $28M | +138,540 | — | 1Q | SEC ↗ |
| 28 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 126,831 | $25M | -21,438 | -14.5% | 3Q | SEC ↗ |
| 29 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 121,677 | $24M | +121,677 | — | 1Q | SEC ↗ |
| 30 | Schonfeld Strategic Advisors LLC NEW | 110,904 | $22M | +110,904 | — | 1Q | SEC ↗ |
| 31 | JLB & ASSOCIATES INC | 106,830 | $21M | — | +0.0% | 2Q | SEC ↗ |
| 32 | River Road Asset Management, LLC NEW | 102,766 | $21M | +102,766 | — | 1Q | SEC ↗ |
| 33 | WELCH & FORBES LLC | 99,915 | $20M | -442 | -0.4% | 2Q | SEC ↗ |
| 34 | Busey Bank NEW | 98,139 | $20M | +98,139 | — | 1Q | SEC ↗ |
| 35 | MERCER GLOBAL ADVISORS INC /ADV NEW | 96,335 | $19M | +96,335 | — | 1Q | SEC ↗ |
| 36 | Andra AP-fonden NEW | 95,421 | $19M | +95,421 | — | 1Q | SEC ↗ |
| 37 | Artisan Partners Limited Partnership NEW | 86,751 | $17M | +86,751 | — | 1Q | SEC ↗ |
| 38 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 74,841 | $15M | -60,773 | -44.8% | 2Q | SEC ↗ |
| 39 | Man Group plc NEW | 73,257 | $15M | +73,257 | — | 1Q | SEC ↗ |
| 40 | EXCHANGE TRADED CONCEPTS, LLC NEW | 72,762 | $15M | +72,762 | — | 1Q | SEC ↗ |
| 41 | MANUFACTURERS LIFE INSURANCE COMPANY, | 67,402 | $13M | -9,811 | -12.7% | 2Q | SEC ↗ |
| 42 | BENJAMIN EDWARDS INC NEW | 62,612 | $12M | +62,612 | — | 1Q | SEC ↗ |
| 43 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 61,539 | $12M | +61,539 | — | 1Q | SEC ↗ |
| 44 | Franklin, Parlapiano, Turner & Welch, | 60,610 | $12M | -1,368 | -2.2% | 2Q | SEC ↗ |
| 45 | Jump Financial, LLC NEW | 53,768 | $11M | +53,768 | — | 1Q | SEC ↗ |
| 46 | Drystone LLC | 53,706 | $11M | +353 | +0.7% | 2Q | SEC ↗ |
| 47 | TORONTO DOMINION BANK NEW | 49,804 | $10M | +49,804 | — | 1Q | SEC ↗ |
| 48 | INVESTMENT HOUSE LLC NEW | 48,714 | $10M | +48,714 | — | 1Q | SEC ↗ |
| 49 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 46,509 | $9M | +46,509 | — | 1Q | SEC ↗ |
| 50 | Handelsbanken Fonder AB NEW | 44,900 | $9M | +44,900 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 7,335,241 | $1.5B |
| Baird Financial Group, Inc. | 2,239,665 | $447M |
| First Eagle Investment Management, | 2,020,988 | $403M |
| ENVESTNET ASSET MANAGEMENT INC | 1,107,979 | $221M |
| ProShare Advisors LLC | 1,087,982 | $217M |
| PRINCIPAL FINANCIAL GROUP INC | 958,178 | $191M |
| GOLDMAN SACHS GROUP INC | 852,994 | $170M |
| Ascentis Wealth Management, LLC | 688,108 | $137M |
| CITADEL ADVISORS LLC | 648,840 | $130M |
| Allianz Asset Management GmbH | 612,352 | $122M |
| Robeco Institutional Asset Manageme | 495,650 | $99M |
| Madison Asset Management, LLC | 448,305 | $89M |
| RENAISSANCE TECHNOLOGIES LLC | 425,516 | $85M |
| AMERIPRISE FINANCIAL INC | 351,650 | $70M |
| ANCHOR CAPITAL ADVISORS LLC | 305,976 | $61M |
| WELLS FARGO & COMPANY/MN | 263,778 | $53M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 235,471 | $47M |
| EVERETT HARRIS & CO /CA/ | 195,113 | $39M |
| BANK OF NOVA SCOTIA | 186,396 | $37M |
| STATE BOARD OF ADMINISTRATION OF FL | 138,540 | $28M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +40,165,136 | +12384.8% | 40,489,447 |
| HSBC HOLDINGS PLC | +838,822 | +22051.1% | 842,626 |
| Walleye Capital LLC | +223,066 | +18018.3% | 224,304 |
| Boston Trust Walden Corp | +90,862 | +51.1% | 268,557 |
| WEDBUSH SECURITIES INC | +12,159 | +147.0% | 20,429 |
| AIA Group Ltd | +3,903 | +114.4% | 7,316 |
| RITHOLTZ WEALTH MANAGEMENT | +2,390 | +91.3% | 5,009 |
| GATEWAY INVESTMENT ADVISERS LLC | +1,695 | +12.2% | 15,552 |
| HB Wealth Management, LLC | +1,606 | +30.2% | 6,918 |
| IFP Advisors, Inc | +1,235 | +215.5% | 1,808 |
| GAMMA Investing LLC | +988 | +11.6% | 9,513 |
| Wealthfront Advisers LLC | +387 | +1.4% | 27,421 |
| Drystone LLC | +353 | +0.7% | 53,706 |
| CONTRAVISORY INVESTMENT MANAGEMENT, | +343 | +4.5% | 7,919 |
| Wellington Grp LLC | +336 | +5.8% | 6,171 |
| Wedmont Private Capital | +176 | +5.4% | 3,463 |
| Farther Finance Advisors, LLC | +156 | +4.8% | 3,422 |
| Checchi Capital Advisers, LLC | +142 | +8.0% | 1,907 |
| Cape Investment Advisory, Inc. | +98 | +490.0% | 118 |
| Fifth Third Wealth Advisors LLC | +95 | +2.4% | 4,024 |