FedEx Corporation $FDX is Dodge & Cox's 8th Largest Position

Dodge & Cox increased its stake in the shipping service provider by 12% in Q3 2025

Mar. 14, 2026 at 8:09am

According to a recent 13F filing, investment management firm Dodge & Cox increased its position in FedEx Corporation (NYSE:FDX) by 12% during the third quarter of 2025. Dodge & Cox now owns 16,225,160 shares of the shipping company's stock, making FedEx its 8th largest holding and accounting for 2.1% of the firm's overall portfolio.

Why it matters

FedEx is one of the world's largest logistics and courier companies, so Dodge & Cox's increased stake signals the firm's confidence in FedEx's long-term growth prospects. As a top 10 holding, FedEx's performance will have a significant impact on Dodge & Cox's overall investment returns.

The details

Dodge & Cox added 1,742,666 shares of FedEx during the third quarter, bringing its total position to 16,225,160 shares. This represents a 12% increase in the firm's FedEx holdings compared to the prior quarter. At the end of Q3 2025, Dodge & Cox's FedEx stake was valued at $3.83 billion, or 6.88% of the shipping company's outstanding shares.

  • Dodge & Cox increased its FedEx position during the third quarter of 2025.

The players

Dodge & Cox

An investment management firm that owns a significant stake in FedEx Corporation.

FedEx Corporation

A global logistics and courier company headquartered in Memphis, Tennessee.

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The takeaway

Dodge & Cox's increased investment in FedEx signals the firm's confidence in the shipping company's long-term growth potential. As one of FedEx's largest institutional shareholders, Dodge & Cox's position will be closely watched by investors seeking insights into the logistics industry's future performance.