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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
Channing Capital Management, LLC1,460,114$86.1M2.65%−725,815−33.2%Reduced
Millennium Management LLC1,670,023$98.5M0.10%+567,328+51.4%Added
Geode Capital Management, LLC1,688,065$99.6M0.01%+129,941+8.3%Added
Clearbridge Investments, LLC1,803,501$106.4M0.10%−161,199−8.2%Reduced
Ameriprise Financial Inc2,154,480$127.1M0.04%+1,970,192+1,069.1%Added
Alliancebernstein L.P.2,913,035$171.9M0.07%−804,512−21.6%Reduced
State Street Corp3,216,094$189.7M0.01%−23,542−0.7%Reduced
Capital Research Global Investors3,253,487$192.0M0.05%+3,253,487New
Cercano Management LLC3,614,053$213.2M7.41%+1,070,915+42.1%Added
Frontier Capital Management Co LLC3,765,746$222.2M2.13%+688,409+22.4%Added
Massachusetts Financial Services Co4,430,421$261.4M0.09%+188,358+4.4%Added
FMR LLC7,778,577$458.9M0.04%+2,134,566+37.8%Added
Orbis Allan Gray Ltd7,839,370$462.5M3.31%−1,911,245−19.6%Reduced
BlackRock Inc.9,917,667$585.1M0.02%+112,572+1.1%Added
Vanguard Group Inc10,740,364$633.7M0.02%−21,733−0.2%Reduced
MFN Partners Management, LP12,675,369$747.8M24.28%00.0%Unchanged
Renaissance Technologies LLC0$00.00%−915,720−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−242,971−100.0%Sold out
LMR Partners LLP0$00.00%−200,567−100.0%Sold out
Lansing Management LP0$00.00%−185,818−100.0%Sold out
Schroder Investment Management Group0$00.00%−157,348−100.0%Sold out
Greenland Capital Management LP0$00.00%−140,000−100.0%Sold out
Twinbeech Capital LP0$00.00%−136,206−100.0%Sold out
Twin Tree Management, LP0$00.00%−113,317−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−123,000−100.0%Sold out
Motley Fool Wealth Management, LLC0$00.00%−117,339−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−94,105−100.0%Sold out
Motley Fool Asset Management LLC0$00.00%−83,471−100.0%Sold out
Ergoteles LLC0$00.00%−68,133−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−62,116−100.0%Sold out
Point72 Middle East FZE0$00.00%−51,662−100.0%Sold out
Engineers Gate Manager LP0$00.00%−43,406−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−43,091−100.0%Sold out
Holocene Advisors, LP0$00.00%−40,129−100.0%Sold out
Capital Fund Management S.A.0$00.00%−36,965−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−34,502−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−33,998−100.0%Sold out
LRT Capital Management, LLC0$00.00%−32,165−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−29,719−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−29,087−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−25,811−100.0%Sold out
Jade Capital Advisors, LLC0$00.00%−25,000−100.0%Sold out
Quadrature Capital Ltd0$00.00%−23,426−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−22,800−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−20,322−100.0%Sold out
Marex Group plc0$00.00%−19,124−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−17,603−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−16,967−100.0%Sold out
Keeley-Teton Advisors, LLC0$00.00%−14,546−100.0%Sold out
Inceptionr LLC0$00.00%−13,678−100.0%Sold out
Aviva PLC0$00.00%−12,309−100.0%Sold out
Wellington Management Group LLP0$00.00%−11,401−100.0%Sold out
Zacks Investment Management0$00.00%−10,714−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−10,685−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−10,121−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−9,500−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−8,192−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−6,300−100.0%Sold out
Thomas White International Ltd0$00.00%−5,110−100.0%Sold out
Engine Capital Management, LP0$00.00%−2,750−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−1,104−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−980−100.0%Sold out
Accel Wealth Management0$00.00%−807−100.0%Sold out
Machina Capital S.A.S.0$00.00%−749−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−700−100.0%Sold out
Advisory Services Network, LLC0$00.00%−410−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−350−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−318−100.0%Sold out
Eventide Asset Management, LLC0$00.00%−208−100.0%Sold out
Core Alternative Capital0$00.00%−152−100.0%Sold out
Quarry LP0$00.00%−148−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−70−100.0%Sold out
Schubert & Co0$00.00%−45−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−45−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−40−100.0%Sold out
Kula Investments, LLC––––Not filed