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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 2023

Institutional positions in XPO, Inc. as of Jun 30, 2023. 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
416
+32 vs. Q1 2023
Shares held
116.7M
+11.8M (+11.3%) vs. Q1 2023
Total value
$6.88B
+$3.53B (+105.5%) vs. Q1 2023
New holders
91
96 more added
Sold out
59
148 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 416 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 2023: $6.88B
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 2023

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q1 2023.

Institutions holding XPO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
South Dakota Investment Council56,043$3.31M0.07%−284−0.5%Reduced
Yousif Capital Management, LLC56,837$3.35M0.04%−1,516−2.6%Reduced
State of Tennessee, Treasury Department59,388$3.50M0.01%−124,130−67.6%Reduced
BNP Paribas Arbitrage, SA59,967$3.54M0.01%+28,891+93.0%Added
Captrust Financial Advisors61,550$3.63M0.01%−2,141−3.4%Reduced
Foster Victor Wealth Advisors, LLC62,543$3.66M0.41%−26,301−29.6%Reduced
UBS Oconnor LLC63,500$3.75M0.08%+63,500New
State of New Jersey Common Pension Fund D67,037$3.96M0.01%00.0%Unchanged
MetLife Investment Management69,392$4.09M0.03%−1,174−1.7%Reduced
Amalgamated Bank74,752$4.41M0.04%−2,703−3.5%Reduced
Cobalt Capital Management, Inc.75,000$4.42M1.70%+75,000New
Cubist Systematic Strategies, LLC76,686$4.52M0.05%+19,145+33.3%Added
GTS Securities LLC77,201$4.55M0.14%+77,201New
Oppenheimer & Co Inc77,869$4.59M0.09%−10,632−12.0%Reduced
State of Wisconsin Investment Board80,454$4.75M0.01%−9,823−10.9%Reduced
Castleark Management LLC80,470$4.75M0.22%+80,470New
Mutual of America Capital Management LLC83,327$4.92M0.06%−8,989−9.7%Reduced
Great West Life Assurance Co83,735$4.95M0.01%+9,969+13.5%Added
Manufacturers Life Insurance Company, The86,850$5.12M0.00%−2,651−3.0%Reduced
Simplex Trading, LLC87,181$5.14M0.22%+87,181New
Polar Asset Management Partners Inc.89,200$5.26M0.10%+89,200New
SEI Investments Co95,019$5.61M0.01%+52,190+121.9%Added
STRS Ohio95,516$5.63M0.02%+73,538+334.6%Added
Parallax Volatility Advisers, L.P.96,976$5.72M0.20%+96,976New
UBS Asset Management Americas Inc179,661$5.73M0.00%00.0%Unchanged
UBS Group AG99,518$5.87M0.00%−69,145−41.0%Reduced
Wexford Capital LP99,848$5.89M1.18%+99,848New
Macquarie Group Ltd101,446$5.99M0.01%+84,456+497.1%Added
Texas Permanent School Fund101,967$6.02M0.06%−1,165−1.1%Reduced
Aperture Investors, LLC105,238$6.21M0.76%+105,238New
State Board of Administration of Florida Retirement System107,163$6.32M0.01%−1,684−1.5%Reduced
Tocqueville Asset Management L.P.110,000$6.49M0.12%+110,000New
Cinctive Capital Management LP110,405$6.51M0.26%+110,405New
Redmond Asset Management, LLC113,569$6.70M2.18%−3,111−2.7%Reduced
Teilinger Capital Ltd.119,100$7.03M2.54%−31,000−20.7%Reduced
Sandler Capital Management120,000$7.08M0.87%+120,000New
Susquehanna International Group, LLP123,347$7.28M0.01%+72,586+143.0%Added
Credit Suisse AG123,417$7.28M0.01%−12,015−8.9%Reduced
New York State Teachers Retirement System123,800$7.30M0.02%−11,808−8.7%Reduced
Lagoda Investment Management, L.P.128,660$7.59M5.35%−61,550−32.4%Reduced
California State Teachers Retirement System139,881$8.25M0.01%+10,495+8.1%Added
Cartenna Capital, LP160,000$9.44M1.34%+160,000New
Moore Capital Management, LP165,778$9.78M0.24%+165,778New
Legal & General Group Plc170,868$10.1M0.00%−1,711−1.0%Reduced
American International Group, Inc.174,732$10.3M0.06%−2,621−1.5%Reduced
Hudson Bay Capital Management LP176,232$10.4M0.10%+176,232New
Russell Investments Group, Ltd.182,999$10.8M0.02%−151,699−45.3%Reduced
Man Group plc184,709$10.9M0.03%––
Royal Bank of Canada185,716$11.0M0.00%+133,699+257.0%Added
National Bank of Canada190,164$11.2M0.02%+10,564+5.9%Added
California Public Employees Retirement System197,384$11.6M0.01%−664−0.3%Reduced
Epoch Investment Partners, Inc.203,231$12.0M0.07%−111,116−35.3%Reduced
United Capital Financial Advisers, LLC221,234$13.1M0.07%−15,481−6.5%Reduced
Scopus Asset Management, L.P.225,000$13.3M0.46%+225,000New
Penn Capital Management Co Inc228,293$13.5M1.31%−137,611−37.6%Reduced
Jane Street Group, LLC229,659$13.5M0.02%+218,374+1,935.1%Added
Kailix Advisors LLC232,771$13.7M7.62%−271,378−53.8%Reduced
Norges Bank242,955$14.3M0.00%−688,298−73.9%Reduced
Swiss National Bank251,500$14.8M0.01%+27,800+12.4%Added
Raymond James & Associates266,267$15.7M0.01%+58,676+28.3%Added
Goldman Sachs Group Inc266,719$15.7M0.00%−3,496−1.3%Reduced
First Trust Advisors LP281,481$16.6M0.02%−520,983−64.9%Reduced
Mesirow Institutional Investment Management, Inc.282,620$16.7M1.72%+282,620New
Rice Hall James & Associates, LLC310,208$18.3M1.04%−5,063−1.6%Reduced
Retirement Systems of Alabama313,083$18.5M0.08%−67,897−17.8%Reduced
Nuveen Asset Management, LLC320,394$18.9M0.01%+54,428+20.5%Added
JPMorgan Chase & Co331,381$19.6M0.00%+11,833+3.7%Added
Bank of America Corp338,389$20.0M0.00%−20,543−5.7%Reduced
Fishman Jay A Ltd339,228$20.0M2.42%−2,750−0.8%Reduced
Barclays PLC340,813$20.1M0.01%+250,180+276.0%Added
Rhumbline Advisers351,390$20.7M0.02%+21,649+6.6%Added
Kennedy Capital Management, Inc.360,798$21.3M0.50%+82,514+29.7%Added
Kingdon Capital Management, L.L.C.386,000$22.8M3.98%+386,000New
Interval Partners, LP386,126$22.8M1.14%+386,126New
Hood River Capital Management LLC411,411$24.3M0.72%+411,411New
Arnhold LLC425,486$25.1M2.85%−34,171−7.4%Reduced
Principal Financial Group Inc485,000$28.6M0.02%+30,111+6.6%Added
Weiss Multi-Strategy Advisers LLC488,491$28.8M0.62%+443,604+988.3%Added
Eminence Capital, LP501,854$29.6M0.53%+501,854New
New York State Common Retirement Fund524,352$30.9M0.04%−218,453−29.4%Reduced
Wells Fargo & Company659,772$38.9M0.01%−9,210−1.4%Reduced
Cardinal Capital Management LLC663,982$39.2M1.48%+543,650+451.8%Added
Capital World Investors680,491$40.1M0.01%+680,491New
Schonfeld Strategic Advisors LLC687,622$40.6M0.35%+674,692+5,218.0%Added
Invesco Ltd.713,240$42.1M0.01%+90,744+14.6%Added
Primecap Management Co729,900$43.1M0.04%+4,600+0.6%Added
American Century Companies Inc820,450$48.4M0.04%+555,555+209.7%Added
Douglas Lane & Associates, LLC846,447$49.9M0.81%−31,396−3.6%Reduced
Northern Trust Corp874,395$51.6M0.01%+9,217+1.1%Added
FIL Ltd981,695$57.9M0.07%+64,101+7.0%Added
Federated Hermes, Inc.1,049,563$61.9M0.15%−231,029−18.0%Reduced
Bank of New York Mellon Corp1,053,564$62.2M0.01%+5,824+0.6%Added
Price T Rowe Associates Inc1,057,550$62.4M0.01%+182,883+20.9%Added
Point72 Asset Management, L.P.1,063,248$62.7M0.22%+1,063,248New
Charles Schwab Investment Management Inc1,097,038$64.7M0.02%−59,281−5.1%Reduced
Balyasny Asset Management LLC1,182,874$69.8M0.19%+91,169+8.4%Added
Viking Global Investors LPSuperinvestorViking Global Investors1,281,240$75.6M0.31%+1,281,240New
Citadel Advisors LLC1,282,850$75.7M0.08%+1,230,656+2,357.8%Added
Dimensional Fund Advisors LP1,372,047$81.0M0.03%−42,646−3.0%Reduced
Morgan Stanley1,398,182$82.5M0.01%+480,124+52.3%Added