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 2023
Institutional positions in XPO, Inc. as of Sep 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
- 426
- +13 vs. Q2 2023
- Shares held
- 115.7M
- −1.03M (−0.9%) vs. Q2 2023
- Total value
- $8.64B
- +$1.76B (+25.6%) vs. Q2 2023
- New holders
- 51
- 114 more added
- Sold out
- 38
- 166 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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 2023
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 12,675,369 | $946.3M | 31.77% | 00.0% | Unchanged |
| Vanguard Group Inc | 10,794,892 | $805.9M | 0.02% | +54,528+0.5% | Added |
| BlackRock Inc. | 9,981,302 | $745.2M | 0.02% | +63,635+0.6% | Added |
| FMR LLC | 7,514,443 | $561.0M | 0.05% | −264,134−3.4% | Reduced |
| Capital Research Global Investors | 6,196,547 | $462.6M | 0.13% | +2,943,060+90.5% | Added |
| Orbis Allan Gray Ltd | 6,035,131 | $450.6M | 3.24% | −1,804,239−23.0% | Reduced |
| Capital World Investors | 3,845,793 | $287.1M | 0.06% | +3,165,302+465.1% | Added |
| Massachusetts Financial Services Co | 3,497,318 | $261.1M | 0.09% | −933,103−21.1% | Reduced |
| Cercano Management LLC | 3,444,066 | $257.1M | 9.14% | −169,987−4.7% | Reduced |
| State Street Corp | 3,281,634 | $245.0M | 0.01% | +65,540+2.0% | Added |
| Frontier Capital Management Co LLC | 2,632,724 | $196.6M | 2.16% | −1,133,022−30.1% | Reduced |
| FIL Ltd | 2,084,612 | $155.6M | 0.18% | +1,102,917+112.3% | Added |
| Millennium Management LLC | 1,971,792 | $147.2M | 0.15% | +301,769+18.1% | Added |
| Alliancebernstein L.P. | 1,801,769 | $134.5M | 0.06% | −1,111,266−38.1% | Reduced |
| Geode Capital Management, LLC | 1,723,624 | $128.7M | 0.02% | +35,559+2.1% | Added |
| Clearbridge Investments, LLC | 1,673,848 | $125.0M | 0.12% | −129,653−7.2% | Reduced |
| Citadel Advisors LLC | 1,594,256 | $119.0M | 0.13% | +311,406+24.3% | Added |
| Ameriprise Financial Inc | 1,509,352 | $112.7M | 0.04% | −645,128−29.9% | Reduced |
| Dimensional Fund Advisors LP | 1,400,254 | $104.5M | 0.03% | +28,207+2.1% | Added |
| Morgan Stanley | 1,303,999 | $97.4M | 0.01% | −94,183−6.7% | Reduced |
| Invesco Ltd. | 1,258,725 | $94.0M | 0.03% | +545,485+76.5% | Added |
| Federated Hermes, Inc. | 1,197,431 | $89.4M | 0.24% | +147,868+14.1% | Added |
| Eminence Capital, LP | 1,191,311 | $88.9M | 1.76% | +689,457+137.4% | Added |
| Channing Capital Management, LLC | 1,103,869 | $82.4M | 2.72% | −356,245−24.4% | Reduced |
| Balyasny Asset Management LLC | 1,052,262 | $78.6M | 0.22% | −130,612−11.0% | Reduced |
| Price T Rowe Associates Inc | 1,041,210 | $77.7M | 0.01% | −16,340−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,030,958 | $77.0M | 0.02% | −66,080−6.0% | Reduced |
| Bank of New York Mellon Corp | 999,494 | $74.6M | 0.02% | −54,070−5.1% | Reduced |
| Northern Trust Corp | 829,123 | $61.9M | 0.01% | −45,272−5.2% | Reduced |
| Primecap Management Co | 729,900 | $54.5M | 0.05% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 642,309 | $48.0M | 1.54% | +230,898+56.1% | Added |
| Douglas Lane & Associates, LLC | 624,622 | $46.6M | 0.78% | −221,825−26.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 619,859 | $46.3M | 0.43% | −67,763−9.9% | Reduced |
| Cardinal Capital Management LLC | 580,717 | $43.4M | 1.86% | −83,265−12.5% | Reduced |
| Wells Fargo & Company | 566,228 | $42.3M | 0.01% | −93,544−14.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 498,983 | $37.3M | 0.91% | +10,492+2.1% | Added |
| Principal Financial Group Inc | 453,591 | $33.9M | 0.02% | −31,409−6.5% | Reduced |
| American Century Companies Inc | 410,894 | $30.7M | 0.02% | −409,556−49.9% | Reduced |
| Goldman Sachs Group Inc | 396,313 | $29.6M | 0.01% | +129,594+48.6% | Added |
| JPMorgan Chase & Co | 392,335 | $29.3M | 0.00% | +60,954+18.4% | Added |
| Norges Bank | 392,111 | $29.3M | 0.01% | +149,156+61.4% | Added |
| New York State Common Retirement Fund | 388,255 | $29.0M | 0.04% | −136,097−26.0% | Reduced |
| Lord, Abbett & Co. LLC | 365,225 | $27.3M | 0.10% | +365,225 | New |
| Victory Capital Management Inc | 345,968 | $25.8M | 0.03% | +322,989+1,405.6% | Added |
| Rhumbline Advisers | 345,913 | $25.8M | 0.03% | −5,477−1.6% | Reduced |
| Nuveen Asset Management, LLC | 338,553 | $25.3M | 0.01% | +18,159+5.7% | Added |
| Fishman Jay A Ltd | 330,128 | $24.6M | 3.12% | −9,100−2.7% | Reduced |
| Arnhold LLC | 311,339 | $23.2M | 2.77% | −114,147−26.8% | Reduced |
| Rice Hall James & Associates, LLC | 303,539 | $22.7M | 1.44% | −6,669−2.1% | Reduced |
| Bank of America Corp | 289,924 | $21.6M | 0.00% | −48,465−14.3% | Reduced |
| Retirement Systems of Alabama | 287,861 | $21.5M | 0.10% | −25,222−8.1% | Reduced |
| Barclays PLC | 281,598 | $21.0M | 0.01% | −59,215−17.4% | Reduced |
| Swiss National Bank | 254,700 | $19.0M | 0.01% | +3,200+1.3% | Added |
| Hudson Bay Capital Management LP | 251,796 | $18.8M | 0.18% | +75,564+42.9% | Added |
| Interval Partners, LP | 242,656 | $18.1M | 0.74% | −143,470−37.2% | Reduced |
| Kailix Advisors LLC | 240,211 | $17.9M | 8.68% | +7,440+3.2% | Added |
| Cartenna Capital, LP | 235,000 | $17.5M | 2.56% | +75,000+46.9% | Added |
| California Public Employees Retirement System | 220,944 | $16.5M | 0.01% | +23,560+11.9% | Added |
| Mesirow Institutional Investment Management, Inc. | 208,903 | $15.6M | 1.58% | −73,717−26.1% | Reduced |
| United Capital Financial Advisers, LLC | 204,285 | $15.3M | 0.10% | −16,949−7.7% | Reduced |
| Raymond James & Associates | 194,251 | $14.5M | 0.01% | −72,016−27.0% | Reduced |
| Forest Avenue Capital Management LP | 194,200 | $14.5M | 6.54% | +194,200 | New |
| National Bank of Canada | 188,412 | $13.8M | 0.03% | −1,752−0.9% | Reduced |
| Point72 Asset Management, L.P. | 182,102 | $13.6M | 0.05% | −881,146−82.9% | Reduced |
| UBS Asset Management Americas Inc | 180,991 | $13.5M | 0.01% | +1,330+0.7% | Added |
| Walleye Trading LLC | 178,639 | $13.3M | 0.31% | +178,639 | New |
| Legal & General Group Plc | 173,246 | $12.9M | 0.00% | +2,378+1.4% | Added |
| Royal Bank of Canada | 166,198 | $12.4M | 0.00% | −19,518−10.5% | Reduced |
| American International Group, Inc. | 163,369 | $12.2M | 0.08% | −11,363−6.5% | Reduced |
| Russell Investments Group, Ltd. | 147,015 | $11.0M | 0.02% | −35,984−19.7% | Reduced |
| J. Goldman & Co LP | 137,473 | $10.3M | 0.51% | +97,823+246.7% | Added |
| California State Teachers Retirement System | 127,825 | $9.54M | 0.01% | −12,056−8.6% | Reduced |
| Walleye Capital LLC | 126,384 | $9.44M | 0.14% | +102,950+439.3% | Added |
| New York State Teachers Retirement System | 120,597 | $9.00M | 0.02% | −3,203−2.6% | Reduced |
| UBS Group AG | 119,424 | $8.92M | 0.00% | +19,906+20.0% | Added |
| Kennedy Capital Management, Inc. | 118,809 | $8.87M | 0.22% | −241,989−67.1% | Reduced |
| Cinctive Capital Management LP | 116,608 | $8.71M | 0.48% | +6,203+5.6% | Added |
| Credit Suisse AG | 115,968 | $8.66M | 0.01% | −7,449−6.0% | Reduced |
| Redmond Asset Management, LLC | 111,533 | $8.33M | 2.97% | −2,036−1.8% | Reduced |
| Macquarie Group Ltd | 111,261 | $8.31M | 0.01% | +9,815+9.7% | Added |
| UBS Oconnor LLC | 110,744 | $8.27M | 0.15% | +47,244+74.4% | Added |
| Tocqueville Asset Management L.P. | 110,000 | $8.21M | 0.16% | 00.0% | Unchanged |
| Element Capital Management LLC | 108,560 | $8.11M | 0.72% | +108,560 | New |
| State Board of Administration of Florida Retirement System | 107,333 | $8.01M | 0.02% | +170+0.2% | Added |
| Mirabella Financial Services LLP | 107,325 | $8.01M | 1.14% | +107,325 | New |
| Moore Capital Management, LP | 100,514 | $7.50M | 0.20% | −65,264−39.4% | Reduced |
| SEI Investments Co | 100,449 | $7.50M | 0.01% | +5,430+5.7% | Added |
| Hill City Capital, LP | 100,000 | $7.47M | 1.00% | +100,000 | New |
| Thornburg Investment Management Inc | 99,595 | $7.44M | 0.12% | +99,595 | New |
| Lagoda Investment Management, L.P. | 99,280 | $7.41M | 4.87% | −29,380−22.8% | Reduced |
| Manufacturers Life Insurance Company, The | 99,091 | $7.40M | 0.00% | +12,241+14.1% | Added |
| Texas Permanent School Fund | 98,446 | $7.35M | 0.07% | −3,521−3.5% | Reduced |
| Penn Capital Management Co Inc | 96,834 | $7.26M | 0.74% | −131,459−57.6% | Reduced |
| Aperture Investors, LLC | 96,116 | $7.18M | 1.14% | −9,122−8.7% | Reduced |
| Lisanti Capital Growth, LLC | 90,445 | $6.75M | 1.07% | +76,025+527.2% | Added |
| Scopus Asset Management, L.P. | 90,000 | $6.72M | 0.25% | −135,000−60.0% | Reduced |
| Amalgamated Bank | 89,287 | $6.67M | 0.06% | +14,535+19.4% | Added |
| D. E. Shaw & Co., Inc. | 88,385 | $6.60M | 0.01% | +78,061+756.1% | Added |
| State of Tennessee, Treasury Department | 87,636 | $6.54M | 0.03% | +28,248+47.6% | Added |
| Verition Fund Management LLC | 87,572 | $6.54M | 0.09% | +71,600+448.3% | Added |