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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, Q3 2021

Institutional positions in XPO, Inc. as of Sep 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
487
−66 vs. Q2 2021
Shares held
85.2M
−1.77M (−2.0%) vs. Q2 2021
Total value
$6.79B
−$5.35B (−44.1%) vs. Q2 2021
New holders
56
176 more added
Sold out
122
163 more reduced

7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 487 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 heldQ3 2021: $6.79B
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, Q3 2021

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q2 2021.

Institutions holding XPO in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Orbis Allan Gray Ltd10,966,818$872.7M5.99%−230,640−2.1%Reduced
BlackRock Inc.9,285,803$739.0M0.02%+88,777+1.0%Added
Vanguard Group Inc8,952,884$712.5M0.02%+17,892+0.2%Added
FMR LLC3,657,717$291.1M0.02%−125,088−3.3%Reduced
MFN Partners Management, LP3,575,369$284.5M13.04%+2,300,000+180.3%Added
State Street Corp2,587,165$205.9M0.01%−568,941−18.0%Reduced
Federated Hermes, Inc.2,158,208$171.8M0.33%+534,890+33.0%Added
Dimensional Fund Advisors LP2,126,848$169.3M0.05%−37,051−1.7%Reduced
Clearbridge Investments, LLC1,839,569$146.4M0.10%+12,207+0.7%Added
Fred Alger Management, LLC1,460,328$116.2M0.28%+15,281+1.1%Added
Empyrean Capital Partners, LP1,350,000$107.4M2.53%+567,038+72.4%Added
Geode Capital Management, LLC1,304,094$103.8M0.01%+71,879+5.8%Added
Goldman Sachs Group Inc1,169,084$93.0M0.02%+599,931+105.4%Added
Citadel Advisors LLC1,146,440$91.2M0.10%+510,045+80.1%Added
Victory Capital Management Inc974,756$77.6M0.08%−19,070−1.9%Reduced
Bank of New York Mellon Corp891,622$71.0M0.01%−45,590−4.9%Reduced
Wells Fargo & Company890,440$70.9M0.02%+36,524+4.3%Added
Norges Bank866,814$69.0M0.02%−22,768−2.6%Reduced
Northern Trust Corp786,010$62.5M0.01%−143,102−15.4%Reduced
Ardevora Asset Management LLP745,500$59.3M0.75%+238,151+46.9%Added
Douglas Lane & Associates, LLC716,442$57.0M0.82%−15,936−2.2%Reduced
Balyasny Asset Management LLC605,590$48.2M0.23%+372,956+160.3%Added
Frontier Capital Management Co LLC591,284$47.1M0.37%+341,697+136.9%Added
Phoenix Holdings Ltd.588,141$46.8M0.83%+250,936+74.4%Added
Morgan Stanley555,686$44.2M0.01%+93,815+20.3%Added
Cardinal Capital Management LLC540,093$43.0M1.03%+33,246+6.6%Added
Allianz Asset Management GmbH530,175$42.2M0.03%−34,548−6.1%Reduced
First Trust Advisors LP529,858$42.2M0.05%+80,585+17.9%Added
Charles Schwab Investment Management Inc529,413$42.1M0.01%−37,435−6.6%Reduced
FIL Ltd513,141$40.8M0.05%+120,757+30.8%Added
Interval Partners, LP504,052$40.1M2.35%+359,568+248.9%Added
Electron Capital Partners, LLC503,497$40.1M2.19%+179,433+55.4%Added
Legal & General Group Plc484,905$38.6M0.01%−181,435−27.2%Reduced
Price T Rowe Associates Inc468,211$37.3M0.00%−6,946−1.5%Reduced
Hood River Capital Management LLC424,881$33.8M1.05%−13,798−3.1%Reduced
Nuveen Asset Management, LLC403,560$32.1M0.01%−469,513−53.8%Reduced
P Schoenfeld Asset Management LP393,140$31.3M2.20%00.0%Unchanged
Millennium Management LLC381,519$30.4M0.04%−40,150−9.5%Reduced
Invesco Ltd.380,396$30.3M0.01%−483,078−55.9%Reduced
Bank of America Corp364,650$29.0M0.00%+98,561+37.0%Added
Principal Financial Group Inc344,196$27.4M0.02%−14,743−4.1%Reduced
Primecap Management Co338,300$26.9M0.02%+14,000+4.3%Added
Parametric Portfolio Associates LLC327,079$26.0M0.01%+453+0.1%Added
AXA S.A.322,320$25.6M0.07%+80,400+33.2%Added
Rice Hall James & Associates, LLC315,967$25.1M0.93%−11,610−3.5%Reduced
UBS Group AG312,333$24.9M0.01%−6,507−2.0%Reduced
Weiss Multi-Strategy Advisers LLC310,622$24.7M0.54%+267,734+624.3%Added
Alyeska Investment Group, L.P.308,155$24.5M0.30%+308,155New
Schonfeld Strategic Advisors LLC301,066$24.0M0.27%+207,596+222.1%Added
Canada Pension Plan Investment Board269,250$21.4M0.02%+74,800+38.5%Added
AQR Capital Management LLC259,871$20.7M0.04%+201,731+347.0%Added
Retirement Systems of Alabama255,836$20.4M0.08%+17,962+7.6%Added
Rhumbline Advisers252,106$20.1M0.03%−5,473−2.1%Reduced
State of Wisconsin Investment Board242,766$19.3M0.04%+75,385+45.0%Added
Fishman Jay A Ltd242,152$19.3M2.39%−10,395−4.1%Reduced
Driehaus Capital Management LLC228,519$18.2M0.22%+88,498+63.2%Added
United Capital Financial Advisers, LLC224,726$17.9M0.09%+20,475+10.0%Added
Eventide Asset Management, LLC220,000$17.5M0.23%00.0%Unchanged
BNP Paribas Arbitrage, SA212,094$16.9M0.04%+151,288+248.8%Added
California Public Employees Retirement System211,388$16.8M0.01%+1,872+0.9%Added
Thornburg Investment Management Inc210,254$16.7M0.21%−2,034−1.0%Reduced
Swiss National Bank209,800$16.7M0.01%−154,441−42.4%Reduced
Point72 Asset Management, L.P.201,582$16.0M0.08%+11,061+5.8%Added
Arnhold LLC201,322$16.0M1.85%+87,439+76.8%Added
Ameriprise Financial Inc196,493$15.6M0.00%−33,878−14.7%Reduced
Adage Capital Partners GP, L.L.C.194,621$15.5M0.03%+194,621New
Raymond James & Associates179,066$14.3M0.01%+14,103+8.5%Added
Lansing Management LP177,643$14.1M8.30%+205+0.1%Added
American International Group, Inc.170,459$13.6M0.07%−10,695−5.9%Reduced
Alliancebernstein L.P.166,132$13.2M0.01%−617,723−78.8%Reduced
Susquehanna International Group, LLP164,740$13.1M0.02%−43,128−20.7%Reduced
UBS Asset Management Americas Inc163,996$13.1M0.01%−125,616−43.4%Reduced
Tiger Eye Capital LLC163,709$13.0M5.08%+88,237+116.9%Added
California State Teachers Retirement System162,394$12.9M0.02%−2,785−1.7%Reduced
Scopus Asset Management, L.P.162,344$12.9M0.32%+162,344New
Channing Capital Management, LLC157,954$12.6M0.39%+48,419+44.2%Added
Anchor Capital Advisors LLC155,280$12.4M0.26%+155,280New
JPMorgan Chase & Co155,228$12.4M0.00%−100,181−39.2%Reduced
Aperture Investors, LLC150,499$12.0M1.61%+28,923+23.8%Added
Hudson Bay Capital Management LP146,000$11.6M0.16%+81,000+124.6%Added
Barclays PLC143,786$11.4M0.01%+18,382+14.7%Added
Schroder Investment Management Group136,960$10.9M0.02%+31,512+29.9%Added
Russell Investments Group, Ltd.130,067$10.4M0.02%+38,121+41.5%Added
Braun Stacey Associates Inc129,320$10.3M0.41%+434+0.3%Added
Eaton Vance Management129,607$10.3M0.01%−814−0.6%Reduced
Cubist Systematic Strategies, LLC128,757$10.2M0.13%+72,730+129.8%Added
Lagoda Investment Management, L.P.125,053$9.95M4.96%−390.0%Reduced
Ensign Peak Advisors, Inc124,517$9.91M0.02%+920+0.7%Added
Reaves W H & Co Inc122,813$9.77M0.31%+53,317+76.7%Added
Motley Fool Wealth Management, LLC121,684$9.68M0.42%−2,360−1.9%Reduced
Oppenheimer & Co Inc117,244$9.33M0.17%−42,191−26.5%Reduced
Neuberger Berman Group LLC114,704$9.09M0.01%+85,566+293.7%Added
Manufacturers Life Insurance Company, The113,442$9.03M0.01%+2,272+2.0%Added
State Board of Administration of Florida Retirement System112,766$8.97M0.02%−6,368−5.3%Reduced
Credit Suisse AG111,402$8.87M0.01%+13,471+13.8%Added
D. E. Shaw & Co., Inc.108,375$8.62M0.01%−303,563−73.7%Reduced
Comerica Bank101,163$8.57M0.05%+45,223+80.8%Added
Majedie Asset Management Ltd106,849$8.51M0.64%−15,660−12.8%Reduced
Spire Wealth Management106,594$8.49M0.22%−78−0.1%Reduced
New York State Teachers Retirement System104,607$8.32M0.02%+10,103+10.7%Added