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 5 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 |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 930 | $74.0K | 0.01% | +68+7.9% | Added |
| Sage Private Wealth Group, LLC | 838 | $67.0K | 0.09% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 790 | $63.0K | 0.02% | −31−3.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 766 | $61.0K | 0.00% | +766 | New |
| State of Wyoming | 770 | $61.0K | 0.04% | +770 | New |
| Whittier Trust Co of Nevada Inc | 750 | $60.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 750 | $59.0K | 0.02% | +750 | New |
| Antonetti Capital Management LLC | 570 | $45.0K | 0.04% | +570 | New |
| Archer Investment Corp | 546 | $43.5K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 525 | $42.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 517 | $41.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 500 | $40.0K | 0.02% | +500 | New |
| Cohen & Steers, Inc. | 448 | $36.0K | 0.00% | −325−42.0% | Reduced |
| Quadrant Capital Group LLC | 387 | $31.0K | 0.00% | +27+7.5% | Added |
| Rockefeller Capital Management L.P. | 363 | $28.0K | 0.00% | −98−21.3% | Reduced |
| 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 |
| Focused Wealth Management, Inc | 300 | $24.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 300 | $24.0K | 0.00% | +300 | New |
| Rocky Mountain Advisers, LLC | 290 | $23.0K | 0.03% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 260 | $21.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 252 | $20.1K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 254 | $20.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 254 | $20.0K | 0.00% | +254 | New |
| Koshinski Asset Management, Inc. | 243 | $19.3K | 0.00% | +243 | New |
| Allworth Financial LP | 227 | $18.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 194 | $15.0K | 0.02% | +194 | New |
| Systematic Alpha Investments, LLC | 158 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 160 | $13.0K | 0.00% | +10+6.7% | Added |
| MUFG Americas Holdings Corp | 160 | $13.0K | 0.00% | +160 | New |
| Cullen/Frost Bankers, Inc. | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 150 | $12.0K | 0.00% | +150 | New |
| 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 |
| Whittier Trust Co | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 111 | $9.00K | 0.00% | +11+11.0% | Added |
| 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 |
| Westside Investment Management, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 85 | $7.00K | 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 |
| 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 |
| 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 |
| 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 |
| Exane Derivatives | 36 | $2.87K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 35 | $2.79K | 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 |
| Raffa Wealth Management, LLC | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Lyrical Asset Management LP | 0 | $0 | 0.00% | −2,804,839−100.0% | Sold out |
| Spruce House Investment Management LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Gates Capital Management, Inc. | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −301,856−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −255,688−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −246,599−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −126,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −117,100−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −110,915−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −79,602−100.0% | Sold out |
| Dendur Capital LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −64,552−100.0% | Sold out |