XPO, Inc.
XPO- Exchange
- NYSE
- Industry
- Transportation Services
- SEC CIK
- 0001166003
In the last 90 days, XPO, Inc. insiders filed 0 open-market purchases and 3 sales; 752 institutions reported holding it in 13F filings for Q2 2026, worth $24.4B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in XPO, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 752
- +84 vs. Q1 2026
- Shares held
- 118.9M
- +2.66M (+2.3%) vs. Q1 2026
- Total value
- $24.4B
- +$1.82B (+8.0%) vs. Q1 2026
- New holders
- 162
- 276 more added
- Sold out
- 78
- 210 more reduced
7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XPO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 752 | $24.4B |
| Q1 2026 | 675 | $22.6B |
| Q4 2025 | 587 | $17.1B |
| Q3 2025 | 543 | $16.1B |
| Q2 2025 | 546 | $15.7B |
| Q1 2025 | 525 | $13.4B |
| Q4 2024 | 543 | $15.4B |
| Q3 2024 | 530 | $12.6B |
| Q2 2024 | 508 | $12.0B |
| Q1 2024 | 525 | $14.0B |
| Q4 2023 | 468 | $10.1B |
| Q3 2023 | 426 | $8.69B |
| Q2 2023 | 416 | $6.90B |
| Q1 2023 | 385 | $3.53B |
| Q4 2022 | 413 | $4.02B |
| Q3 2022 | 427 | $4.66B |
| Q2 2022 | 438 | $4.71B |
| Q1 2022 | 464 | $6.80B |
| Q4 2021 | 487 | $6.99B |
| Q3 2021 | 487 | $6.79B |
| Q2 2021 | 560 | $12.2B |
| Q1 2021 | 507 | $10.2B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,541,751 | $2.99B | 0.04% | +2,374,505+19.5% | Added |
| MFN Partners Management, LP | 9,869,691 | $2.03B | 41.91% | −1,555,678−13.6% | Reduced |
| Capital Research Global Investors | 8,271,824 | $1.70B | 0.24% | −1,316,367−13.7% | Reduced |
| Capital World Investors | 5,834,627 | $1.20B | 0.14% | +56,399+1.0% | Added |
| Vanguard Capital Management LLC | 5,110,681 | $1.05B | 0.02% | +50,396+1.0% | Added |
| Vanguard Portfolio Management LLC | 4,824,387 | $990.4M | 0.04% | +77,916+1.6% | Added |
| FMR LLC | 4,332,153 | $889.3M | 0.04% | +727,155+20.2% | Added |
| State Street Corp | 4,246,740 | $871.8M | 0.03% | +663,780+18.5% | Added |
| Orbis Allan Gray Ltd | 3,402,819 | $698.6M | 2.40% | −6,273−0.2% | Reduced |
| Invesco Ltd. | 3,035,930 | $623.2M | 0.05% | −1,795,684−37.2% | Reduced |
| Durable Capital Partners LP | 2,424,919 | $497.8M | 4.84% | −511,015−17.4% | Reduced |
| Geode Capital Management, LLC | 2,378,074 | $486.9M | 0.03% | +195,257+8.9% | Added |
| Clearbridge Investments, LLC | 2,371,002 | $486.7M | 0.40% | −401,654−14.5% | Reduced |
| Goldman Sachs Group Inc | 2,203,369 | $452.3M | 0.05% | +1,017,035+85.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,196,896 | $451.0M | 0.30% | −590,116−21.2% | Reduced |
| Bessemer Group Inc | 1,939,169 | $398.1M | 0.55% | −481,730−19.9% | Reduced |
| Norges Bank | 1,564,973 | $321.3M | 0.03% | +1,564,973 | New |
| Hood River Capital Management LLC | 1,297,453 | $266.4M | 1.93% | +137,623+11.9% | Added |
| Findlay Park Partners LLP | 1,150,100 | $236.1M | 3.19% | −38,900−3.3% | Reduced |
| Dimensional Fund Advisors LP | 1,129,603 | $231.9M | 0.04% | +18,411+1.7% | Added |
| Citadel Advisors LLC | 1,112,882 | $228.5M | 0.13% | −44,832−3.9% | Reduced |
| Northern Trust Corp | 1,069,773 | $219.6M | 0.03% | +91,745+9.4% | Added |
| Morgan Stanley | 1,019,999 | $209.4M | 0.01% | −6,371−0.6% | Reduced |
| Holocene Advisors, LP | 904,678 | $185.7M | 0.43% | −344,753−27.6% | Reduced |
| Charles Schwab Investment Management Inc | 902,824 | $185.3M | 0.02% | −8,246−0.9% | Reduced |
| Two Sigma Investments, LP | 856,209 | $175.8M | 0.13% | +667,587+353.9% | Added |
| FIL Ltd | 782,652 | $160.7M | 0.12% | −131,710−14.4% | Reduced |
| Vanguard Fiduciary Trust Co | 753,288 | $154.6M | 0.03% | +27,093+3.7% | Added |
| Bank of New York Mellon Corp | 739,431 | $151.8M | 0.02% | +22,684+3.2% | Added |
| Groupama Asset Managment | 676,282 | $139.3M | 1.76% | +23,199+3.6% | Added |
| Alliancebernstein L.P. | 665,458 | $129.5M | 0.04% | +290,331+77.4% | Added |
| Westfield Capital Management Co LP | 629,011 | $129.1M | 0.42% | +57,019+10.0% | Added |
| Agf Management Ltd | 618,651 | $127.0M | 0.49% | +612,251+9,566.4% | Added |
| Primecap Management Co | 568,334 | $116.7M | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 538,728 | $110.6M | 0.07% | +149,195+38.3% | Added |
| UBS Asset Management Americas Inc | 538,066 | $110.5M | 0.02% | +240,261+80.7% | Added |
| American Century Companies Inc | 534,278 | $109.7M | 0.05% | +166,145+45.1% | Added |
| Frontier Capital Management Co LLC | 499,601 | $102.6M | 0.96% | −152,472−23.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 489,273 | $101.3M | 0.16% | +97,473+24.9% | Added |
| Raymond James Financial Inc | 493,466 | $101.3M | 0.03% | −25,918−5.0% | Reduced |
| Massachusetts Financial Services Co | 426,782 | $93.1M | 0.03% | −50,866−10.6% | Reduced |
| Nuveen, LLC | 453,447 | $93.1M | 0.02% | +222,708+96.5% | Added |
| JPMorgan Chase & Co | 443,743 | $92.6M | 0.01% | +108,626+32.4% | Added |
| Balyasny Asset Management LLC | 448,750 | $92.1M | 0.17% | +7,736+1.8% | Added |
| Ameriprise Financial Inc | 430,835 | $88.5M | 0.02% | +133,874+45.1% | Added |
| Bank of America Corp | 398,747 | $81.9M | 0.01% | −48,554−10.9% | Reduced |
| Wells Fargo & Company | 388,548 | $79.8M | 0.01% | −15,089−3.7% | Reduced |
| Price T Rowe Associates Inc | 385,684 | $79.2M | 0.01% | +208,598+117.8% | Added |
| BNP Paribas Arbitrage, SA | 379,233 | $77.9M | 0.04% | +90,984+31.6% | Added |
| Voloridge Investment Management, LLC | 366,149 | $75.2M | 0.32% | +238,192+186.2% | Added |
| UBS Group AG | 359,996 | $73.9M | 0.01% | −153,205−29.9% | Reduced |
| Maple Rock Capital Partners Inc. | 352,702 | $72.4M | 1.42% | +32,460+10.1% | Added |
| Legal & General Group Plc | 352,108 | $72.3M | 0.02% | +185,560+111.4% | Added |
| One Madison Group LLC | 350,100 | $71.9M | 6.91% | +13,400+4.0% | Added |
| Qube Research & Technologies Ltd | 347,655 | $71.4M | 0.08% | −109,822−24.0% | Reduced |
| Rhumbline Advisers | 341,040 | $70.0M | 0.05% | +40,068+13.3% | Added |
| Swiss National Bank | 322,800 | $66.3M | 0.03% | +88,500+37.8% | Added |
| Lord, Abbett & Co. LLC | 308,712 | $63.4M | 0.18% | −1,443−0.5% | Reduced |
| Millennium Management LLC | 296,850 | $60.9M | 0.04% | −465,116−61.0% | Reduced |
| Federated Hermes, Inc. | 292,452 | $60.0M | 0.09% | +59,152+25.4% | Added |
| Squarepoint Ops LLC | 282,925 | $58.1M | 0.11% | +1,247+0.4% | Added |
| Deutsche Bank AG | 276,492 | $56.8M | 0.02% | +263,828+2,083.3% | Added |
| Los Angeles Capital Management LLC | 274,064 | $56.3M | 0.21% | +273,567+55,043.7% | Added |
| Principal Financial Group Inc | 265,303 | $54.5M | 0.03% | +3,519+1.3% | Added |
| Polar Capital Holdings Plc | 264,787 | $54.4M | 0.15% | −250.0% | Reduced |
| Fishman Jay A Ltd | 255,150 | $52.4M | 4.17% | −29,111−10.2% | Reduced |
| Renaissance Technologies LLC | 229,120 | $47.0M | 0.06% | +50,400+28.2% | Added |
| Rice Hall James & Associates, LLC | 224,878 | $46.2M | 2.25% | +579+0.3% | Added |
| Douglas Lane & Associates, LLC | 220,150 | $45.2M | 0.61% | −24,349−10.0% | Reduced |
| California Public Employees Retirement System | 220,145 | $45.2M | 0.03% | +22,295+11.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 218,158 | $44.8M | 0.03% | +218,158 | New |
| Wellington Management Group LLP | 212,912 | $43.7M | 0.01% | −137,092−39.2% | Reduced |
| Royal Bank of Canada | 209,322 | $43.0M | 0.01% | −3,470−1.6% | Reduced |
| Freestone Grove Partners LP | 208,183 | $42.7M | 0.28% | +208,183 | New |
| First Trust Advisors LP | 193,567 | $39.7M | 0.02% | +115,782+148.8% | Added |
| Retirement Systems of Alabama | 190,428 | $39.1M | 0.12% | −25,949−12.0% | Reduced |
| Worldquant Millennium Advisors LLC | 187,045 | $38.4M | 0.13% | +108,876+139.3% | Added |
| National Pension Service | 183,619 | $37.7M | 0.02% | +183,619 | New |
| Schonfeld Strategic Advisors LLC | 182,879 | $37.5M | 0.20% | −22,018−10.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 180,899 | $37.1M | 0.33% | +6,935+4.0% | Added |
| TD Asset Management Inc | 168,101 | $34.5M | 0.03% | −7,899−4.5% | Reduced |
| California State Teachers Retirement System | 166,516 | $34.2M | 0.03% | +30,355+22.3% | Added |
| Driehaus Capital Management LLC | 158,226 | $32.5M | 0.19% | +60,312+61.6% | Added |
| Border to Coast Pensions Partnership Ltd | 156,008 | $32.0M | 0.47% | −28,713−15.5% | Reduced |
| Amundi | 153,894 | $31.6M | 0.01% | +140,698+1,066.2% | Added |
| Nearwater Capital Markets, Ltd | 150,000 | $30.8M | 0.53% | +150,000 | New |
| SEI Investments Co | 148,755 | $30.5M | 0.03% | −30,444−17.0% | Reduced |
| Hawk Ridge Capital Management LP | 146,068 | $30.0M | 0.96% | +55,680+61.6% | Added |
| Marshall Wace, LLP | 144,247 | $29.6M | 0.02% | +134,237+1,341.0% | Added |
| Baird Financial Group, Inc. | 142,900 | $29.3M | 0.04% | −26,133−15.5% | Reduced |
| Cartenna Capital, LP | 140,000 | $28.7M | 1.06% | +140,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 132,595 | $27.2M | 0.02% | +132,302+45,154.3% | Added |
| Arnhold LLC | 131,100 | $26.9M | 1.88% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 128,028 | $26.3M | 0.24% | −4,850−3.6% | Reduced |
| Barclays PLC | 126,096 | $25.9M | 0.01% | +57,269+83.2% | Added |
| Cable Car Capital LLC | 125,000 | $25.7M | 0.55% | +125,000 | New |
| Citigroup Inc | 123,093 | $25.3M | 0.01% | −58,982−32.4% | Reduced |
| Envestnet Asset Management Inc | 119,338 | $24.5M | 0.01% | −15,794−11.7% | Reduced |
| Quantinno Capital Management LP | 119,002 | $24.4M | 0.03% | +65,913+124.2% | Added |
| National Bank of Canada | 108,580 | $22.3M | 0.02% | −10,851−9.1% | Reduced |