Exzeo XZO Institutional Ownership

NYSE XZO

$16.06 -0.07 (-0.43%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

85 Institutions

Increased 59 69.4%

Unchanged 4 4.7%

Reduced 22 25.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

7.23%

▼-1.70 pp QoQ

Shares Held by Institutions

6.38Mn

of 88.23Mn outstanding

▲+25.00% QoQ

Shares Outstanding

88.23Mn

81.85Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+21 vs prior quarter

Net Shares Added (QoQ)

+1.28Mn

accumulated since last quarter

Value of Holdings

$105.71Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Exzeo Group, Inc. (NYSE:XZO) is held by 85 institutional investors per 13F filings through June 2026.

They owned 7.2% of outstanding stock in June 2026, down from 8.9% the prior quarter.
Their total shares held in XZO increased 25.0% quarter over quarter, and separately, investors owning Exzeo stayed flat from a year ago.
Activity in XZO broke down as 59 buyers, 22 sellers, and 4 unchanged among 85 total holders.
Institutional investors collectively held 6.38Mn shares in Exzeo as of June 2026, up by 1.28Mn shares quarter on quarter, and with no net change year over year.
Jupiter Topco LLC is the top holder of Exzeo as of June 30, 2026, with 728.24K shares representing 0.83% of outstanding stock.
Leading buyers of Exzeo shares for the quarter ending June 2026 were Jupiter Topco LLC (728.24K), AMERICAN CENTURY COMPANIES INC (602.83K), BlackRock, Inc. (183.17K), JACOBS LEVY EQUITY MANAGEMENT, INC (139.91K), Whetstone Capital Advisors, LLC (130.19K).
Leading sellers of Exzeo shares for the quarter ending June 2026 were FJ Capital Management LLC (458.65K), JANE STREET GROUP, LLC (230.72K), MARSHALL WACE, LLP (147.58K), RENAISSANCE TECHNOLOGIES LLC (95.74K), Federated Hermes, Inc. (80.0K).
Exzeo's 10 largest shareholders as of June 2026 include Jupiter Topco LLC (728.24K), AMERICAN CENTURY COMPANIES INC (602.83K), Goldman Sachs Group Inc (571.34K), JENNISON ASSOCIATES LLC (568.68K), Whetstone Capital Advisors, LLC (541.54K), BlackRock, Inc. (457.88K), ESSEX INVESTMENT MANAGEMENT CO LLC (268.7K), FJ Capital Management LLC (223.79K), CITADEL ADVISORS LLC (172.7K), State Street Corp (150.0K) per Business Quant data.

Form 13F Holdings

85 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.38Mn

Of outstanding 7.23%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Jupiter Topco LLC	0002146052	728,237	0.83%	▲728,237	0.00%	$12.29Mn
2	AMERICAN CENTURY COMPANIES INC	0000748054	602,830	0.68%	▲602,830	0.00%	$10.17Mn
3	Goldman Sachs Group Inc	0000886982	571,335	0.65%	▼32,938	-5.45%	$9.64Mn
4	JENNISON ASSOCIATES LLC	0000053417	568,680	0.64%	▼6,237	-1.08%	$9.59Mn
5	Whetstone Capital Advisors, LLC	0001607278	541,544	0.61%	▲130,191	+31.65%	$9.14Mn
6	BlackRock, Inc.	0002012383	457,881	0.52%	▲183,171	+66.68%	$7.72Mn
7	ESSEX INVESTMENT MANAGEMENT CO LLC	0000201772	268,704	0.30%	▼19,407	-6.74%	$4.53Mn
8	FJ Capital Management LLC	0001599170	223,788	0.25%	▼458,652	-67.21%	$3.78Mn
9	CITADEL ADVISORS LLC	0001423053	172,700	0.20%	▲58,952	+51.83%	$2.91Mn
10	State Street Corp	0000093751	150,003	0.17%	▲94,820	+171.83%	$2.53Mn
11	Nuveen, LLC	0001871926	145,082	0.16%	▲95,860	+194.75%	$2.45Mn
12	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	139,911	0.16%	▲139,911	0.00%	$2.36Mn
13	TWO SIGMA INVESTMENTS, LP	0001179392	121,216	0.14%	▼77,213	-38.91%	$2.04Mn
14	Ionic Capital Management LLC	0001386462	116,077	0.13%	▲37,022	+46.83%	$1.96Mn
15	GEODE CAPITAL MANAGEMENT, LLC	0001214717	109,160	0.12%	▲14,782	+15.66%	$1.84Mn
16	VICTORY CAPITAL MANAGEMENT INC	0001040188	104,478	0.12%	▼4,880	-4.46%	$1.76Mn
17	Atom Investors LP	0001738902	98,058	0.11%	▼62,138	-38.79%	$1.65Mn
18	Alden Global Capital LLC	0001616882	98,005	0.11%	0	0.00%	$1.65Mn
19	RENAISSANCE TECHNOLOGIES LLC	0001037389	71,878	0.08%	▼95,740	-57.12%	$1.21Mn
20	Boston Partners	0001386060	67,998	0.08%	▲13,000	+23.64%	$1.15Mn

Showing 1 to 20 of 85 holders