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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 2021

Institutional positions in XPO, Inc. as of Jun 30, 2021. 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
560
+57 vs. Q1 2021
Shares held
87.1M
+4.78M (+5.8%) vs. Q1 2021
Total value
$12.1B
+$2.00B (+19.8%) vs. Q1 2021
New holders
101
191 more added
Sold out
44
176 more reduced

4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 560 institutions
Q1 2021: 507 institutionsQ2 2021: 560 institutionsQ3 2021: 487 institutionsQ4 2021: 487 institutionsQ1 2022: 464 institutionsQ2 2022: 438 institutionsQ3 2022: 427 institutionsQ4 2022: 413 institutionsQ1 2023: 385 institutionsQ2 2023: 416 institutionsQ3 2023: 426 institutionsQ4 2023: 468 institutionsQ1 2024: 525 institutionsQ2 2024: 508 institutionsQ3 2024: 530 institutionsQ4 2024: 543 institutionsQ1 2025: 525 institutionsQ2 2025: 546 institutionsQ3 2025: 543 institutionsQ4 2025: 587 institutionsQ1 2026: 675 institutionsQ2 2026: 752 institutions
Value heldQ2 2021: $12.1B
Q1 2021: $10.2BQ2 2021: $12.1BQ3 2021: $6.79BQ4 2021: $6.98BQ1 2022: $6.77BQ2 2022: $4.71BQ3 2022: $4.65BQ4 2022: $3.60BQ1 2023: $3.35BQ2 2023: $6.88BQ3 2023: $8.64BQ4 2023: $9.95BQ1 2024: $13.6BQ2 2024: $11.9BQ3 2024: $12.5BQ4 2024: $15.4BQ1 2025: $13.3BQ2 2025: $15.7BQ3 2025: $16.0BQ4 2025: $16.8BQ1 2026: $22.6BQ2 2026: $24.4B
Institutions holding XPO and their total value by quarter
QuarterHoldersValue
Q2 2026752$24.4B
Q1 2026675$22.6B
Q4 2025587$16.8B
Q3 2025543$16.0B
Q2 2025546$15.7B
Q1 2025525$13.3B
Q4 2024543$15.4B
Q3 2024530$12.5B
Q2 2024508$11.9B
Q1 2024525$13.6B
Q4 2023468$9.95B
Q3 2023426$8.64B
Q2 2023416$6.88B
Q1 2023385$3.35B
Q4 2022413$3.60B
Q3 2022427$4.65B
Q2 2022438$4.71B
Q1 2022464$6.77B
Q4 2021487$6.98B
Q3 2021487$6.79B
Q2 2021560$12.1B
Q1 2021507$10.2B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q1 2021.

Institutions holding XPO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Orbis Allan Gray Ltd11,197,458$1.57B9.90%−1,610,719−12.6%Reduced
BlackRock Inc.9,197,026$1.29B0.04%−208,128−2.2%Reduced
Vanguard Group Inc8,934,992$1.25B0.03%+1,184,027+15.3%Added
FMR LLC3,782,805$529.2M0.04%+774,370+25.7%Added
State Street Corp3,156,106$441.5M0.02%+80,971+2.6%Added
Lyrical Asset Management LP2,804,839$392.4M4.75%−302,361−9.7%Reduced
Dimensional Fund Advisors LP2,163,899$302.7M0.10%−223,693−9.4%Reduced
Clearbridge Investments, LLC1,827,362$255.6M0.18%+20,575+1.1%Added
Federated Hermes, Inc.1,623,318$227.1M0.42%+384,618+31.1%Added
Fred Alger Management, LLC1,445,047$202.1M0.48%−305,022−17.4%Reduced
MFN Partners Management, LP1,275,369$178.4M9.58%+115,943+10.0%Added
Geode Capital Management, LLC1,232,215$172.1M0.02%+44,033+3.7%Added
Victory Capital Management Inc993,826$139.0M0.13%−4,000−0.4%Reduced
Bank of New York Mellon Corp937,212$131.1M0.03%−16,438−1.7%Reduced
Northern Trust Corp929,112$130.0M0.02%−15,328−1.6%Reduced
Norges Bank889,582$124.4M0.03%+17,939+2.1%Added
Nuveen Asset Management, LLC873,073$122.1M0.04%+504,046+136.6%Added
Invesco Ltd.863,474$120.8M0.03%−77,387−8.2%Reduced
Wells Fargo & Company853,916$119.5M0.03%+53,217+6.6%Added
Alliancebernstein L.P.783,855$109.7M0.04%−215,430−21.6%Reduced
Empyrean Capital Partners, LP782,962$109.5M2.54%+782,962New
Douglas Lane & Associates, LLC732,378$102.5M1.44%−27,680−3.6%Reduced
Legal & General Group Plc666,340$93.2M0.03%−15,312−2.2%Reduced
Citadel Advisors LLC636,395$89.0M0.09%+454,378+249.6%Added
CIBC Private Wealth Group, LLC572,171$80.0M0.18%+572,171New
Goldman Sachs Group Inc569,153$79.6M0.02%−73,282−11.4%Reduced
Charles Schwab Investment Management Inc566,848$79.3M0.03%+12,184+2.2%Added
Allianz Asset Management GmbH564,723$79.0M0.07%−39,352−6.5%Reduced
Ardevora Asset Management LLP507,349$71.0M0.89%+35,149+7.4%Added
Cardinal Capital Management LLC506,847$70.9M1.70%+53,250+11.7%Added
Spruce House Investment Management LLC500,000$69.9M1.67%00.0%Unchanged
Price T Rowe Associates Inc475,157$66.5M0.01%−12,415−2.5%Reduced
Morgan Stanley461,871$64.6M0.01%+148,521+47.4%Added
First Trust Advisors LP449,273$62.8M0.07%+176,924+65.0%Added
Hood River Capital Management LLC438,679$61.4M1.83%+166,559+61.2%Added
Millennium Management LLC421,669$59.0M0.08%−9,924−2.3%Reduced
D. E. Shaw & Co., Inc.411,938$57.6M0.07%−209,498−33.7%Reduced
P Schoenfeld Asset Management LP393,140$55.0M3.46%00.0%Unchanged
FIL Ltd392,384$54.9M0.06%+133,866+51.8%Added
Swiss National Bank364,241$51.0M0.03%+13,024+3.7%Added
Principal Financial Group Inc358,939$50.2M0.03%+7,223+2.1%Added
Gates Capital Management, Inc.350,000$49.0M1.41%+350,000New
Ghisallo Capital Management LLC350,000$49.0M1.86%+350,000New
Phoenix Holdings Ltd.337,205$47.2M0.92%+8,626+2.6%Added
Rice Hall James & Associates, LLC327,577$45.8M1.63%−147,808−31.1%Reduced
Parametric Portfolio Associates LLC326,626$45.7M0.03%+14,774+4.7%Added
Primecap Management Co324,300$45.4M0.03%+43,000+15.3%Added
Electron Capital Partners, LLC324,064$45.3M2.81%+109,044+50.7%Added
UBS Group AG318,840$44.6M0.02%+26,499+9.1%Added
Islet Management, LP301,856$42.1M2.21%+301,856New
UBS Asset Management Americas Inc289,612$40.5M0.02%−48,674−14.4%Reduced
Bank of America Corp266,089$37.2M0.00%−31,537−10.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.258,305$36.1M0.02%−57,916−18.3%Reduced
Rhumbline Advisers257,579$36.0M0.05%−5,551−2.1%Reduced
Assenagon Asset Management S.A.255,688$35.8M0.15%+252,786+8,710.8%Added
JPMorgan Chase & Co255,409$35.7M0.00%+31,326+14.0%Added
Fishman Jay A Ltd252,547$35.3M4.32%−3,806−1.5%Reduced
Frontier Capital Management Co LLC249,587$34.9M0.26%+249,587New
Element Capital Management LLC246,599$34.5M5.45%+246,599New
Retirement Systems of Alabama237,874$33.3M0.12%−963−0.4%Reduced
Balyasny Asset Management LLC232,634$32.5M0.18%−158,237−40.5%Reduced
Ameriprise Financial Inc230,371$32.2M0.01%−35,128−13.2%Reduced
Eventide Asset Management, LLC220,000$30.8M0.41%00.0%Unchanged
Advisors Capital Management, LLC218,076$30.5M0.97%−9,732−4.3%Reduced
Thornburg Investment Management Inc212,288$29.7M0.34%+8,341+4.1%Added
California Public Employees Retirement System209,516$29.3M0.02%−4,383−2.0%Reduced
Susquehanna International Group, LLP207,868$29.1M0.03%+141,631+213.8%Added
United Capital Financial Advisers, LLC204,251$28.6M0.14%+47,668+30.4%Added
Canada Pension Plan Investment Board194,450$27.2M0.03%00.0%Unchanged
Point72 Asset Management, L.P.190,521$26.7M0.13%+88,581+86.9%Added
American International Group, Inc.181,154$25.3M0.10%−3,975−2.1%Reduced
Lansing Management LP177,438$24.8M15.05%+790+0.4%Added
State of Wisconsin Investment Board167,381$23.4M0.05%−20,742−11.0%Reduced
California State Teachers Retirement System165,179$23.1M0.03%+4,859+3.0%Added
Raymond James & Associates164,963$23.1M0.02%+24,525+17.5%Added
Oppenheimer & Co Inc159,435$22.3M0.40%+5,537+3.6%Added
DSAM Partners (London) Ltd150,891$21.1M3.55%+150,891New
Asset Management One Co.,Ltd.144,540$20.2M0.08%+972+0.7%Added
Interval Partners, LP144,484$20.2M1.22%−167,166−53.6%Reduced
AXA S.A.241,920$19.7M0.06%+13,500+5.9%Added
Driehaus Capital Management LLC140,021$19.6M0.26%+12,201+9.5%Added
Cobalt Capital Management, Inc.140,000$19.6M6.87%+75,000+115.4%Added
Eaton Vance Management130,421$18.2M0.02%+10,985+9.2%Added
Braun Stacey Associates Inc128,886$18.0M0.70%−8,837−6.4%Reduced
Korea Investment CORP126,000$17.6M0.05%+94,100+295.0%Added
Barclays PLC125,404$17.5M0.01%+38,861+44.9%Added
Lagoda Investment Management, L.P.125,092$17.5M8.15%−2,588−2.0%Reduced
Motley Fool Wealth Management, LLC124,044$17.4M0.73%−1,108−0.9%Reduced
Ensign Peak Advisors, Inc123,597$17.3M0.03%+130+0.1%Added
ARS Investment Partners, LLC123,441$17.3M1.76%+489+0.4%Added
Majedie Asset Management Ltd122,509$17.1M1.13%−9,970−7.5%Reduced
Aperture Investors, LLC121,576$17.0M1.96%+48,067+65.4%Added
State Board of Administration of Florida Retirement System119,134$16.7M0.03%−3,380−2.8%Reduced
PGGM Investments117,437$16.4M0.07%−1,833−1.5%Reduced
Polar Asset Management Partners Inc.117,100$16.4M0.20%+117,100New
Arnhold LLC113,883$15.9M1.81%−15,189−11.8%Reduced
Jane Street Group, LLC113,122$15.8M0.04%+66,259+141.4%Added
Man Group plc112,102$15.7M0.06%+31,720+39.5%Added
Segantii Capital Management Ltd110,915$15.5M0.49%+110,915New
Deutsche Bank AG109,862$15.4M0.01%−96,891−46.9%Reduced