Grantham Mayo Van Otterloo & Co. LLC Increases Stake in FedEx

Investment firm boosts holdings in shipping giant by over 36% in Q3

Published on Mar. 9, 2026

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Grantham Mayo Van Otterloo & Co. LLC, a prominent investment management firm, has increased its stake in FedEx Corporation (NYSE:FDX) by 36.5% during the third quarter of 2026. The firm now holds 72,946 shares of the shipping service provider, valued at $17.2 million at the end of the reporting period.

Why it matters

FedEx is a bellwether for the logistics and shipping industry, and institutional investors' moves can signal broader market trends and investor sentiment. Grantham Mayo Van Otterloo's increased stake suggests they see growth potential in FedEx's business, which could have implications for the company's future performance and the broader shipping sector.

The details

According to the 13F filing, Grantham Mayo Van Otterloo & Co. LLC purchased an additional 19,520 shares of FedEx during the third quarter, bringing its total holdings to 72,946 shares. This represents a 36.5% increase in the firm's position compared to the prior quarter. FedEx's stock has seen strong performance in recent months, with the company reporting better-than-expected earnings and revenue growth.

Grantham Mayo Van Otterloo & Co. LLC increased its FedEx holdings during the third quarter of 2026.

The players