HolderBook

EXPEDITORS INTL WASH INC (EXPD)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

31
Reporting holders
$61.1M
Reported value
0.0%
Calls
0.0%
Puts
-927
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Douglas Lane & Associates, LLC$26.8M144,8770.36%32q-4.1%-$1.1M
CONFLUENCE INVESTMENT MANAGEMENT LLC$23.4M126,8310.39%32q-14.5%-$4.0M
BENEDICT FINANCIAL ADVISORS INC$3.0M16,0290.59%32q-2.6%-$79.2K
GAMMA Investing LLC$1.8M9,5130.06%12q+11.6%+$182.4K
BAKER TILLY WEALTH MANAGEMENT, LLC$711.8K3,8550.14%24qHELD
Wedmont Private Capital$670.8K3,4630.02%16q+5.4%+$34.1K
DAVIDSON TRUST CO$656.4K3,5550.26%28qHELD
Farther Finance Advisors, LLC$631.8K3,4220.00%16q+4.8%+$28.8K
Castleview Partners, LLC$494.1K2,6760.22%21q-13.6%-$77.5K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$467.9K2,5330.34%4q-24.4%-$151.1K
Grove Bank & Trust$417.8K2,2630.04%8q-23.1%-$125.2K
Marquette Asset Management, LLC$328.7K1,7800.04%9qHELD
Versant Capital Management, Inc$311.3K1,6860.03%32qHELD
Apella Capital, LLC$247.2K1,2950.00%2q+6.8%+$15.7K
Cooper Financial Group$224.0K1,2130.02%2q-3.3%-$7.8K
Avidian Wealth Enterprises, LLC$206.2K1,1170.01%newNEW
GK Wealth Management LLC$188.7K1,0220.11%newNEW
NORTH POINT PORTFOLIO MANAGERS CORP/OH$176.9K9580.03%newNEW
Central Pacific Bank - Trust Division$152.3K8250.02%2qHELD
Wealth Enhancement Trust Services, Inc.$121.1K6560.01%4q+507.4%+$101.2K
MassMutual Private Wealth & Trust, FSB$97.3K5270.00%32q-15.1%-$17.4K
MJT & Associates Financial Advisory Group, Inc.$18.3K990.01%7q-11.6%-$2.4K
CoreCap Advisors, LLC$18.1K980.00%9q+108.5%+$9.4K
TOMPKINS FINANCIAL CORP$11.6K630.00%2qHELD
GoalVest Advisory LLC$9.8K530.00%3q+29.3%+$2.2K
ELEVATION WEALTH PARTNERS, LLC$7.6K410.00%2q+13.9%
Mn Services Vermogensbeheer B.V.$7.2K39,1020.05%31qHELD
GILPIN WEALTH MANAGEMENT, LLC$4.4K240.00%newNEW
Retirement Wealth Solutions LLC$3.1K170.00%newNEW
TOTH FINANCIAL ADVISORY CORP$1.5K80.00%newNEW
Planning Strategies Inc.$73940.00%2qHELD
Davis Capital Management$55430.00%5qHELD
CX Institutional$2731,4770.01%7qHELD

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-162025-09-16Directors or officers departed or appointedfiling

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202631$61.1M330,5066890.0%
Q2 2026958$23.1B137,949,8041173093320.4%
Q1 2026912$18.3B127,559,0751053002920.3%
Q4 2025891$19.9B133,004,3241132692870.6%
Q3 2025822$16.6B135,439,681852522690.2%
Q2 2025808$15.7B133,292,588702393150.2%
Q1 2025844$16.0B133,273,593952912910.2%
Q4 2024828$14.7B132,167,744652513060.4%
Q3 2024825$17.3B131,135,650752453040.7%
Q2 2024814$16.5B131,234,761772583190.9%
Q1 2024811$17.3B142,087,454602283220.2%
Q4 2023828$17.8B139,319,291762133290.3%
Q3 2023777$16.2B140,910,119512622690.2%
Q2 2023803$17.5B144,366,598802153090.2%
Q1 2023772$16.6B152,664,569892542430.3%
Q4 2022756$16.0B153,938,437892482400.2%
Q3 2022708$13.4B150,762,978542202580.3%
Q2 2022736$14.7B150,352,872642452740.2%
Q1 2022751$15.8B152,742,966772732500.3%
Q4 2021781$20.9B155,503,766822632221.2%
Q3 2021708$18.5B154,646,776682302350.2%
Q2 2021720$20.1B158,518,394992052570.2%
Q1 2021675$17.1B158,295,292722122470.2%
Q4 2020668$15.1B157,374,878692332140.2%
Q3 2020636$14.3B157,163,432592102270.3%
Q2 2020625$12.0B157,218,013911972030.4%
Q1 2020576$10.4B155,958,909491892300.3%
Q4 2019600$12.7B161,920,781461931910.5%
Q3 2019562$11.8B158,353,512432111860.1%
Q2 2019576$12.6B160,219,428421772310.4%
Q1 2019609$12.3B160,991,812711961930.4%
Q4 2018567$11.4B167,909,361610120.2%