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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, Q4 2021

Institutional positions in XPO, Inc. as of Dec 31, 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
+7 vs. Q3 2021
Shares held
90.2M
+5.07M (+6.0%) vs. Q3 2021
Total value
$6.98B
+$203.8M (+3.0%) vs. Q3 2021
New holders
89
163 more added
Sold out
82
150 more reduced

7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 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 heldQ4 2021: $6.98B
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, Q4 2021

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q3 2021.

Institutions holding XPO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
California State Teachers Retirement System135,904$10.5M0.01%−26,490−16.3%Reduced
Lagoda Investment Management, L.P.138,271$10.7M5.08%+13,218+10.6%Added
Cobalt Capital Management, Inc.145,000$11.2M2.99%+45,000+45.0%Added
Alliancebernstein L.P.149,454$11.6M0.00%−16,678−10.0%Reduced
Blackstone Group Inc.149,700$11.6M0.03%+149,700New
Natixis159,000$12.3M0.04%+139,000+695.0%Added
UBS Asset Management Americas Inc165,554$12.8M0.00%+1,558+1.0%Added
American International Group, Inc.167,497$13.0M0.06%−2,962−1.7%Reduced
Russell Investments Group, Ltd.168,962$13.1M0.02%+38,895+29.9%Added
Majedie Asset Management Ltd173,463$13.4M1.02%+66,614+62.3%Added
Prudential Financial Inc164,805$13.5M0.02%+156,170+1,808.6%Added
Lansing Management LP177,643$13.8M8.30%00.0%Unchanged
Hudson Bay Capital Management LP180,160$13.9M0.15%+34,160+23.4%Added
ExodusPoint Capital Management, LP182,452$14.1M0.17%+135,142+285.7%Added
Schroder Investment Management Group184,164$14.3M0.02%+47,204+34.5%Added
Thornburg Investment Management Inc189,136$14.6M0.17%−21,118−10.0%Reduced
National Bank of Canada193,552$15.0M0.06%+193,552New
Ameriprise Financial Inc193,797$15.0M0.00%−2,696−1.4%Reduced
Raymond James & Associates199,269$15.4M0.01%+20,203+11.3%Added
California Public Employees Retirement System201,891$15.6M0.01%−9,497−4.5%Reduced
AQR Capital Management LLC207,362$15.9M0.03%−52,509−20.2%Reduced
Channing Capital Management, LLC206,073$16.0M0.45%+48,119+30.5%Added
Swiss National Bank214,300$16.6M0.01%+4,500+2.1%Added
Eventide Asset Management, LLC220,000$17.0M0.22%00.0%Unchanged
First Sabrepoint Capital Management LP232,384$18.0M5.21%+232,384New
United Capital Financial Advisers, LLC237,079$18.4M0.08%+12,353+5.5%Added
Arnhold LLC242,065$18.7M2.12%+40,743+20.2%Added
Interval Partners, LP252,604$19.6M1.33%−251,448−49.9%Reduced
Rhumbline Advisers262,407$20.3M0.02%+10,301+4.1%Added
Fishman Jay A Ltd265,201$20.5M2.19%+23,049+9.5%Added
Canada Pension Plan Investment Board269,250$20.8M0.02%00.0%Unchanged
Dendur Capital LP276,804$21.4M3.15%+276,804New
Schonfeld Strategic Advisors LLC277,326$21.5M0.21%−23,740−7.9%Reduced
Retirement Systems of Alabama283,803$22.0M0.08%+27,967+10.9%Added
Rice Hall James & Associates, LLC299,069$23.2M0.82%−16,898−5.3%Reduced
Parametric Portfolio Associates LLC303,069$23.5M0.01%−24,010−7.3%Reduced
JPMorgan Chase & Co306,971$23.8M0.00%+151,743+97.8%Added
Anomaly Capital Management, LP310,270$24.0M1.41%+310,270New
Bank of America Corp325,008$25.2M0.00%−39,642−10.9%Reduced
AXA S.A.325,820$25.2M0.06%+3,500+1.1%Added
UBS Group AG326,528$25.3M0.01%+14,195+4.5%Added
P Schoenfeld Asset Management LP339,811$26.3M1.43%−53,329−13.6%Reduced
Principal Financial Group Inc340,208$26.3M0.02%−3,988−1.2%Reduced
Primecap Management Co348,800$27.0M0.02%+10,500+3.1%Added
Goldman Sachs Group Inc355,534$27.5M0.01%−813,550−69.6%Reduced
Invesco Ltd.386,660$29.9M0.01%+6,264+1.6%Added
State of Wisconsin Investment Board397,232$30.8M0.06%+154,466+63.6%Added
Electron Capital Partners, LLC399,734$31.0M1.65%−103,763−20.6%Reduced
Nuveen Asset Management, LLC416,973$32.3M0.01%+13,413+3.3%Added
Hood River Capital Management LLC419,767$32.5M0.97%−5,114−1.2%Reduced
FIL Ltd432,644$33.5M0.03%−80,497−15.7%Reduced
Price T Rowe Associates Inc468,304$36.3M0.00%+930.0%Added
Scopus Asset Management, L.P.471,839$36.5M1.07%+309,495+190.6%Added
Royal Bank of Canada479,552$37.1M0.01%+426,291+800.4%Added
Allianz Asset Management GmbH491,688$38.1M0.03%−38,487−7.3%Reduced
Point72 Asset Management, L.P.502,160$38.9M0.17%+300,578+149.1%Added
Alyeska Investment Group, L.P.507,488$39.3M0.45%+199,333+64.7%Added
Legal & General Group Plc510,304$39.5M0.01%+25,399+5.2%Added
Morgan Stanley518,774$40.2M0.00%−36,912−6.6%Reduced
Charles Schwab Investment Management Inc544,057$42.1M0.01%+14,644+2.8%Added
Phoenix Holdings Ltd.603,497$46.7M0.79%+15,356+2.6%Added
Frontier Capital Management Co LLC640,550$49.6M0.39%+49,266+8.3%Added
First Trust Advisors LP657,546$50.9M0.05%+127,688+24.1%Added
Cardinal Capital Management LLC729,317$56.5M1.34%+189,224+35.0%Added
Douglas Lane & Associates, LLC778,789$60.3M0.80%+62,347+8.7%Added
Northern Trust Corp837,797$64.9M0.01%+51,787+6.6%Added
Victory Capital Management Inc895,576$69.3M0.06%−79,180−8.1%Reduced
Bank of New York Mellon Corp899,399$69.6M0.01%+7,777+0.9%Added
Balyasny Asset Management LLC924,873$71.6M0.30%+319,283+52.7%Added
Millennium Management LLC938,510$72.7M0.08%+556,991+146.0%Added
Wells Fargo & Company940,410$72.8M0.02%+49,970+5.6%Added
Empyrean Capital Partners, LP1,020,000$79.0M2.10%−330,000−24.4%Reduced
Norges Bank1,029,235$79.7M0.02%+162,421+18.7%Added
Gates Capital Management, Inc.1,191,047$92.2M2.55%+1,191,047New
Geode Capital Management, LLC1,264,479$97.9M0.01%−39,615−3.0%Reduced
Massachusetts Financial Services Co1,333,019$103.2M0.03%+1,333,019New
Citadel Advisors LLC1,603,496$124.2M0.13%+457,056+39.9%Added
Fred Alger Management, LLC1,860,920$144.1M0.36%+400,592+27.4%Added
Dimensional Fund Advisors LP1,953,497$151.3M0.05%−173,351−8.2%Reduced
Clearbridge Investments, LLC2,113,911$163.7M0.11%+274,342+14.9%Added
Federated Hermes, Inc.2,177,275$168.6M0.31%+19,067+0.9%Added
State Street Corp2,765,969$214.2M0.01%+178,804+6.9%Added
FMR LLC3,324,480$257.4M0.02%−333,237−9.1%Reduced
MFN Partners Management, LP4,275,369$331.0M13.01%+700,000+19.6%Added
Vanguard Group Inc9,032,676$699.4M0.02%+79,792+0.9%Added
BlackRock Inc.9,143,216$708.0M0.02%−142,587−1.5%Reduced
Orbis Allan Gray Ltd11,104,073$859.8M6.36%+137,255+1.3%Added
Ardevora Asset Management LLP0$00.00%−745,500−100.0%Sold out
Reaves W H & Co Inc0$00.00%−122,813−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−108,375−100.0%Sold out
Private Capital Advisors, Inc.0$00.00%−98,560−100.0%Sold out
Twinbeech Capital LP0$00.00%−93,876−100.0%Sold out
Westpac Banking Corp0$00.00%−84,600−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−47,253−100.0%Sold out
Asset Management One Co.,Ltd.0$00.00%−73,209−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−69,184−100.0%Sold out
North Fourth Asset Management, LP0$00.00%−59,130−100.0%Sold out
Cinctive Capital Management LP0$00.00%−55,783−100.0%Sold out
HRT Financial LP0$00.00%−52,364−100.0%Sold out
National Pension Service0$00.00%−44,099−100.0%Sold out