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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 752 | $24.4B |
| Q1 2026 | 675 | $22.6B |
| Q4 2025 | 587 | $16.8B |
| Q3 2025 | 543 | $16.0B |
| Q2 2025 | 546 | $15.7B |
| Q1 2025 | 525 | $13.3B |
| Q4 2024 | 543 | $15.4B |
| Q3 2024 | 530 | $12.5B |
| Q2 2024 | 508 | $11.9B |
| Q1 2024 | 525 | $13.6B |
| Q4 2023 | 468 | $9.95B |
| Q3 2023 | 426 | $8.64B |
| Q2 2023 | 416 | $6.88B |
| Q1 2023 | 385 | $3.35B |
| Q4 2022 | 413 | $3.60B |
| Q3 2022 | 427 | $4.65B |
| Q2 2022 | 438 | $4.71B |
| Q1 2022 | 464 | $6.77B |
| Q4 2021 | 487 | $6.98B |
| Q3 2021 | 487 | $6.79B |
| Q2 2021 | 560 | $12.1B |
| Q1 2021 | 507 | $10.2B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $0 | 0.00% | +5 | New |
| Lee Financial Co | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $1.00K | 0.00% | +7 | New |
| Meridian Wealth Partners, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Red Tortoise LLC | 17 | $1.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22 | $2.00K | 0.00% | −1,887−98.8% | Reduced |
| Sandy Spring Bank | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 29 | $2.00K | 0.00% | +29 | New |
| Your Advocates Ltd., LLP | 23 | $2.00K | 0.00% | +23 | New |
| Glen Eagle Advisors, LLC | 35 | $2.79K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 36 | $2.87K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 41 | $3.00K | 0.00% | −432−91.3% | Reduced |
| Creative Financial Designs Inc | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 50 | $4.00K | 0.00% | −95−65.5% | Reduced |
| TSFG, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 51 | $4.00K | 0.00% | +51 | New |
| Evoke Wealth, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 70 | $6.00K | 0.00% | +70 | New |
| Westside Investment Management, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 99 | $8.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 95 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 111 | $9.00K | 0.00% | +11+11.0% | Added |
| Kistler-Tiffany Companies, LLC | 124 | $10.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 125 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 112 | $10.0K | 0.01% | +78+229.4% | Added |
| Cullen/Frost Bankers, Inc. | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 150 | $12.0K | 0.00% | +150 | New |
| Fieldpoint Private Securities, LLC | 160 | $13.0K | 0.00% | +10+6.7% | Added |
| MUFG Americas Holdings Corp | 160 | $13.0K | 0.00% | +160 | New |
| Systematic Alpha Investments, LLC | 158 | $14.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 194 | $15.0K | 0.02% | +194 | New |
| Allworth Financial LP | 227 | $18.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 243 | $19.3K | 0.00% | +243 | New |
| AlphaMark Advisors, LLC | 254 | $20.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 254 | $20.0K | 0.00% | +254 | New |
| TD Private Client Wealth LLC | 252 | $20.1K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 260 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 290 | $23.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 300 | $24.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 300 | $24.0K | 0.00% | +300 | New |
| Plante Moran Financial Advisors, LLC | 322 | $26.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 328 | $26.0K | 0.00% | +123+60.0% | Added |
| Capital Analysts, LLC | 321 | $26.0K | 0.00% | +220+217.8% | Added |
| Rockefeller Capital Management L.P. | 363 | $28.0K | 0.00% | −98−21.3% | Reduced |
| Quadrant Capital Group LLC | 387 | $31.0K | 0.00% | +27+7.5% | Added |
| Cohen & Steers, Inc. | 448 | $36.0K | 0.00% | −325−42.0% | Reduced |
| Independence Bank of Kentucky | 500 | $40.0K | 0.02% | +500 | New |
| Tradition Wealth Management, LLC | 517 | $41.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 525 | $42.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 546 | $43.5K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 570 | $45.0K | 0.04% | +570 | New |
| Herold Advisors, Inc. | 750 | $59.0K | 0.02% | +750 | New |
| Whittier Trust Co of Nevada Inc | 750 | $60.0K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 766 | $61.0K | 0.00% | +766 | New |
| State of Wyoming | 770 | $61.0K | 0.04% | +770 | New |
| Dark Forest Capital Management LP | 790 | $63.0K | 0.02% | −31−3.8% | Reduced |
| Sage Private Wealth Group, LLC | 838 | $67.0K | 0.09% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 930 | $74.0K | 0.01% | +68+7.9% | Added |
| Storebrand Asset Management AS | 963 | $76.6K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $80.0K | 0.00% | −900−47.4% | Reduced |
| Accel Wealth Management | 1,037 | $83.0K | 0.05% | −100−8.8% | Reduced |
| TCI Wealth Advisors, Inc. | 1,060 | $84.0K | 0.01% | +82+8.4% | Added |
| Addison Advisors LLC | 1,075 | $86.0K | 0.07% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,098 | $87.4K | 0.00% | −17,190−94.0% | Reduced |
| First Horizon Advisors, Inc. | 1,120 | $89.0K | 0.00% | +1,120 | New |
| O'Shaughnessy Asset Management, LLC | 1,139 | $91.0K | 0.00% | +201+21.4% | Added |
| Ossiam | 1,330 | $106.0K | 0.00% | −1,921−59.1% | Reduced |
| Ellevest, Inc. | 1,335 | $106.0K | 0.01% | +1,108+488.1% | Added |
| Washington Trust Co | 1,374 | $109.0K | 0.00% | −10−0.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,387 | $110.0K | 0.02% | +594+74.9% | Added |
| Daiwa Securities Group Inc. | 1,500 | $119.0K | 0.00% | −5,560−78.8% | Reduced |