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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
Andra AP-fonden45,100$6.31M0.13%−300−0.7%Reduced
AustralianSuper Pty Ltd45,340$6.34M0.04%+2,389+5.6%Added
LPL Financial LLC46,891$6.56M0.01%+2,288+5.1%Added
Yarra Square Partners LP47,162$6.60M5.60%−9,938−17.4%Reduced
Brinker Capital Investments, LLC47,253$6.61M0.09%+47,253New
State of New Jersey Common Pension Fund D48,394$6.77M0.02%−5,420−10.1%Reduced
Monashee Investment Management LLC50,000$7.00M0.84%+50,000New
Pinz Capital Management, LP50,100$7.01M2.11%+50,100New
MetLife Investment Management50,796$7.11M0.06%−1,997−3.8%Reduced
Public Employees Retirement System of Ohio52,620$7.36M0.03%+4,384+9.1%Added
Cubist Systematic Strategies, LLC56,027$7.84M0.09%+4,811+9.4%Added
AQR Capital Management LLC58,140$8.13M0.01%+9,719+20.1%Added
D L Carlson Investment Group Inc58,693$8.21M1.42%+16,022+37.5%Added
Prudential Financial Inc59,231$8.29M0.01%+44,189+293.8%Added
BNP Paribas Arbitrage, SA60,806$8.51M0.02%−82,794−57.7%Reduced
Citigroup Inc60,856$8.51M0.01%−6,576−9.8%Reduced
Westpac Banking Corp61,735$8.64M0.09%−3,800−5.8%Reduced
Mitsubishi UFJ Trust & Banking Corp61,761$8.64M0.02%−6,918−10.1%Reduced
Wolverine Trading, LLC63,829$8.98M0.24%+35,443+124.9%Added
Holocene Advisors, LP64,552$9.03M0.06%+64,552New
Manufacturers Life Insurance Company, The111,170$9.05M0.01%−3,340−2.9%Reduced
Hudson Bay Capital Management LP65,000$9.09M0.11%+65,000New
Verition Fund Management LLC65,385$9.15M0.13%+47,131+258.2%Added
Great West Life Assurance Co66,042$9.24M0.02%−8,376−11.3%Reduced
Reaves W H & Co Inc69,496$9.72M0.32%+69,496New
Traynor Capital Management, Inc.69,624$10.0M1.40%+340+0.5%Added
Macquarie Group Ltd72,659$10.2M0.01%+7,384+11.3%Added
Janus Henderson Group PLC74,816$10.5M0.00%+45,064+151.5%Added
Agf Investments Inc.75,000$10.5M0.08%+25,000+50.0%Added
Dendur Capital LP75,000$10.5M1.82%+75,000New
Tiger Eye Capital LLC75,472$10.6M2.70%+1,490+2.0%Added
Lord, Abbett & Co. LLC75,520$10.6M0.03%+75,520New
Texas Permanent School Fund75,757$10.6M0.12%−599−0.8%Reduced
Saya Management LP75,950$10.6M8.18%−18,050−19.2%Reduced
Blackstone Group Inc.79,602$11.1M0.03%+79,602New
Jacobs Levy Equity Management, Inc82,296$11.5M0.08%+38,180+86.5%Added
Royal Bank of Canada83,903$11.7M0.00%+28,405+51.2%Added
Amalgamated Bank84,409$11.8M0.09%+72,663+618.6%Added
Great Valley Advisor Group, Inc.95,260$11.9M0.88%+105+0.1%Added
South Street Advisors LLC86,366$12.1M2.24%+86,366New
Mutual of America Capital Management LLC89,815$12.6M0.12%−2,047−2.2%Reduced
Russell Investments Group, Ltd.91,946$12.9M0.02%−18,370−16.7%Reduced
New York State Common Retirement Fund92,320$12.9M0.01%−50,836−35.5%Reduced
Schonfeld Strategic Advisors LLC93,470$13.1M0.15%−57,558−38.1%Reduced
New York State Teachers Retirement System94,504$13.2M0.03%−100−0.1%Reduced
Capital Fund Management S.A.95,142$13.3M0.36%+95,142New
Group One Trading, L.P.96,843$13.5M0.26%−1,103−1.1%Reduced
SEI Investments Co97,075$13.6M0.03%−278−0.3%Reduced
Brown Brothers Harriman & Co97,527$13.6M0.08%+97,520+1,393,142.9%Added
Credit Suisse AG97,931$13.8M0.01%−17,073−14.8%Reduced
Teacher Retirement System of Texas98,579$13.8M0.08%+38,033+62.8%Added
Private Capital Advisors, Inc.98,640$13.8M2.33%−490−0.5%Reduced
Motley Fool Asset Management LLC100,000$14.0M0.92%00.0%Unchanged
Rokos Capital Management LLP100,000$14.1M0.72%+100,000New
Harspring Capital Management, LLC101,250$14.2M2.10%−6,250−5.8%Reduced
Kirr Marbach & Co LLC102,060$14.3M4.06%+3,785+3.9%Added
Schroder Investment Management Group105,448$14.8M0.02%+104,585+12,118.8%Added
Squarepoint Ops LLC106,265$14.9M0.11%−954−0.9%Reduced
Spire Wealth Management106,672$15.0M0.40%−268−0.3%Reduced
Channing Capital Management, LLC109,535$15.3M0.51%+68+0.1%Added
Deutsche Bank AG109,862$15.4M0.01%−96,891−46.9%Reduced
Segantii Capital Management Ltd110,915$15.5M0.49%+110,915New
Man Group plc112,102$15.7M0.06%+31,720+39.5%Added
Jane Street Group, LLC113,122$15.8M0.04%+66,259+141.4%Added
Arnhold LLC113,883$15.9M1.81%−15,189−11.8%Reduced
Polar Asset Management Partners Inc.117,100$16.4M0.20%+117,100New
PGGM Investments117,437$16.4M0.07%−1,833−1.5%Reduced
State Board of Administration of Florida Retirement System119,134$16.7M0.03%−3,380−2.8%Reduced
Aperture Investors, LLC121,576$17.0M1.96%+48,067+65.4%Added
Majedie Asset Management Ltd122,509$17.1M1.13%−9,970−7.5%Reduced
ARS Investment Partners, LLC123,441$17.3M1.76%+489+0.4%Added
Ensign Peak Advisors, Inc123,597$17.3M0.03%+130+0.1%Added
Motley Fool Wealth Management, LLC124,044$17.4M0.73%−1,108−0.9%Reduced
Lagoda Investment Management, L.P.125,092$17.5M8.15%−2,588−2.0%Reduced
Barclays PLC125,404$17.5M0.01%+38,861+44.9%Added
Korea Investment CORP126,000$17.6M0.05%+94,100+295.0%Added
Braun Stacey Associates Inc128,886$18.0M0.70%−8,837−6.4%Reduced
Eaton Vance Management130,421$18.2M0.02%+10,985+9.2%Added
Cobalt Capital Management, Inc.140,000$19.6M6.87%+75,000+115.4%Added
Driehaus Capital Management LLC140,021$19.6M0.26%+12,201+9.5%Added
AXA S.A.241,920$19.7M0.06%+13,500+5.9%Added
Interval Partners, LP144,484$20.2M1.22%−167,166−53.6%Reduced
Asset Management One Co.,Ltd.144,540$20.2M0.08%+972+0.7%Added
DSAM Partners (London) Ltd150,891$21.1M3.55%+150,891New
Oppenheimer & Co Inc159,435$22.3M0.40%+5,537+3.6%Added
Raymond James & Associates164,963$23.1M0.02%+24,525+17.5%Added
California State Teachers Retirement System165,179$23.1M0.03%+4,859+3.0%Added
State of Wisconsin Investment Board167,381$23.4M0.05%−20,742−11.0%Reduced
Lansing Management LP177,438$24.8M15.05%+790+0.4%Added
American International Group, Inc.181,154$25.3M0.10%−3,975−2.1%Reduced
Point72 Asset Management, L.P.190,521$26.7M0.13%+88,581+86.9%Added
Canada Pension Plan Investment Board194,450$27.2M0.03%00.0%Unchanged
United Capital Financial Advisers, LLC204,251$28.6M0.14%+47,668+30.4%Added
Susquehanna International Group, LLP207,868$29.1M0.03%+141,631+213.8%Added
California Public Employees Retirement System209,516$29.3M0.02%−4,383−2.0%Reduced
Thornburg Investment Management Inc212,288$29.7M0.34%+8,341+4.1%Added
Advisors Capital Management, LLC218,076$30.5M0.97%−9,732−4.3%Reduced
Eventide Asset Management, LLC220,000$30.8M0.41%00.0%Unchanged
Ameriprise Financial Inc230,371$32.2M0.01%−35,128−13.2%Reduced
Balyasny Asset Management LLC232,634$32.5M0.18%−158,237−40.5%Reduced