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 2023
Institutional positions in XPO, Inc. as of Dec 31, 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
- 468
- +47 vs. Q3 2023
- Shares held
- 113.6M
- −2.11M (−1.8%) vs. Q3 2023
- Total value
- $9.95B
- +$1.31B (+15.1%) vs. Q3 2023
- New holders
- 86
- 129 more added
- Sold out
- 39
- 160 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 12,675,369 | $1.11B | 35.72% | 00.0% | Unchanged |
| Vanguard Group Inc | 10,923,106 | $956.8M | 0.02% | +128,214+1.2% | Added |
| BlackRock Inc. | 9,982,626 | $874.4M | 0.02% | +1,3240.0% | Added |
| Capital Research Global Investors | 9,290,937 | $813.8M | 0.20% | +3,094,390+49.9% | Added |
| FMR LLC | 7,741,879 | $678.1M | 0.05% | +227,436+3.0% | Added |
| Orbis Allan Gray Ltd | 5,650,742 | $494.9M | 3.11% | −384,389−6.4% | Reduced |
| Capital World Investors | 4,349,181 | $380.9M | 0.07% | +503,388+13.1% | Added |
| State Street Corp | 3,366,324 | $294.9M | 0.01% | +84,690+2.6% | Added |
| Cercano Management LLC | 3,218,925 | $281.9M | 9.31% | −225,141−6.5% | Reduced |
| Massachusetts Financial Services Co | 2,550,087 | $223.4M | 0.07% | −947,231−27.1% | Reduced |
| Alliancebernstein L.P. | 2,088,369 | $182.9M | 0.07% | +286,600+15.9% | Added |
| Frontier Capital Management Co LLC | 2,005,558 | $175.7M | 1.77% | −627,166−23.8% | Reduced |
| FIL Ltd | 1,869,408 | $163.7M | 0.17% | −215,204−10.3% | Reduced |
| Geode Capital Management, LLC | 1,779,839 | $155.9M | 0.02% | +56,215+3.3% | Added |
| Clearbridge Investments, LLC | 1,674,612 | $146.7M | 0.13% | +7640.0% | Added |
| Balyasny Asset Management LLC | 1,515,529 | $132.7M | 0.37% | +463,267+44.0% | Added |
| Dimensional Fund Advisors LP | 1,468,051 | $128.6M | 0.04% | +67,797+4.8% | Added |
| Ameriprise Financial Inc | 1,352,312 | $118.4M | 0.04% | −157,040−10.4% | Reduced |
| Morgan Stanley | 1,280,404 | $112.2M | 0.01% | −23,595−1.8% | Reduced |
| Invesco Ltd. | 1,188,730 | $104.1M | 0.02% | −69,995−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 972,282 | $85.2M | 0.02% | −58,676−5.7% | Reduced |
| Bank of New York Mellon Corp | 953,175 | $83.5M | 0.02% | −46,319−4.6% | Reduced |
| Federated Hermes, Inc. | 943,273 | $82.6M | 0.21% | −254,158−21.2% | Reduced |
| Channing Capital Management, LLC | 910,571 | $79.8M | 2.35% | −193,298−17.5% | Reduced |
| Norges Bank | 908,684 | $79.6M | 0.01% | +516,573+131.7% | Added |
| Northern Trust Corp | 827,801 | $72.5M | 0.01% | −1,322−0.2% | Reduced |
| Millennium Management LLC | 775,426 | $67.9M | 0.06% | −1,196,366−60.7% | Reduced |
| Price T Rowe Associates Inc | 756,960 | $66.3M | 0.01% | −284,250−27.3% | Reduced |
| Hood River Capital Management LLC | 718,435 | $62.9M | 1.73% | +76,126+11.9% | Added |
| Citadel Advisors LLC | 644,245 | $56.4M | 0.06% | −950,011−59.6% | Reduced |
| American Century Companies Inc | 627,749 | $55.0M | 0.04% | +216,855+52.8% | Added |
| Primecap Management Co | 585,100 | $51.2M | 0.04% | −144,800−19.8% | Reduced |
| Douglas Lane & Associates, LLC | 547,125 | $47.9M | 0.74% | −77,497−12.4% | Reduced |
| Wells Fargo & Company | 526,021 | $46.1M | 0.01% | −40,207−7.1% | Reduced |
| Cardinal Capital Management LLC | 476,221 | $41.7M | 1.92% | −104,496−18.0% | Reduced |
| Lord, Abbett & Co. LLC | 471,042 | $41.3M | 0.14% | +105,817+29.0% | Added |
| Principal Financial Group Inc | 466,673 | $40.9M | 0.03% | +13,082+2.9% | Added |
| Hauser Brothers GmbH | 451,600 | $39.6M | 33.20% | +451,600 | New |
| JPMorgan Chase & Co | 402,182 | $35.2M | 0.00% | +9,847+2.5% | Added |
| Nuveen Asset Management, LLC | 384,259 | $33.7M | 0.01% | +45,706+13.5% | Added |
| Bank of America Corp | 375,281 | $32.9M | 0.00% | +85,357+29.4% | Added |
| Rhumbline Advisers | 330,958 | $29.0M | 0.03% | −14,955−4.3% | Reduced |
| Fishman Jay A Ltd | 322,793 | $28.3M | 3.24% | −7,335−2.2% | Reduced |
| Rice Hall James & Associates, LLC | 302,087 | $26.5M | 1.53% | −1,452−0.5% | Reduced |
| Hennessy Advisors Inc | 281,600 | $24.7M | 1.24% | +281,600 | New |
| Retirement Systems of Alabama | 281,125 | $24.6M | 0.10% | −6,736−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 270,708 | $23.7M | 0.19% | −349,151−56.3% | Reduced |
| Arnhold LLC | 260,185 | $22.8M | 2.55% | −51,154−16.4% | Reduced |
| New York State Common Retirement Fund | 259,746 | $22.8M | 0.03% | −128,509−33.1% | Reduced |
| Goldman Sachs Group Inc | 229,678 | $20.1M | 0.00% | −166,635−42.0% | Reduced |
| Swiss National Bank | 228,600 | $20.0M | 0.01% | −26,100−10.2% | Reduced |
| Qube Research & Technologies Ltd | 228,158 | $20.0M | 0.05% | +219,146+2,431.7% | Added |
| Scopus Asset Management, L.P. | 225,501 | $19.8M | 0.84% | +135,501+150.6% | Added |
| Forest Avenue Capital Management LP | 221,600 | $19.4M | 6.57% | +27,400+14.1% | Added |
| California Public Employees Retirement System | 213,243 | $18.7M | 0.01% | −7,701−3.5% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 208,968 | $18.3M | 1.71% | +650.0% | Added |
| Groupama Asset Managment | 208,698 | $18.3M | 0.48% | +208,698 | New |
| Walleye Trading LLC | 198,301 | $17.4M | 0.26% | +19,662+11.0% | Added |
| Legal & General Group Plc | 180,400 | $15.8M | 0.00% | +7,154+4.1% | Added |
| UBS Asset Management Americas Inc | 176,537 | $15.5M | 0.01% | −4,454−2.5% | Reduced |
| Westwood Holdings Group Inc. | 174,798 | $15.3M | 0.13% | +174,798 | New |
| Barclays PLC | 166,676 | $14.6M | 0.01% | −114,922−40.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 165,000 | $14.5M | 0.04% | +165,000 | New |
| American International Group, Inc. | 156,637 | $13.7M | 0.06% | −6,732−4.1% | Reduced |
| Raymond James & Associates | 153,414 | $13.4M | 0.01% | −40,837−21.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 151,347 | $13.3M | 0.34% | −347,636−69.7% | Reduced |
| Arvin Capital Management LP | 149,646 | $13.1M | 7.02% | +149,646 | New |
| Tritonpoint Wealth, LLC | 145,954 | $12.8M | 1.25% | +145,954 | New |
| Russell Investments Group, Ltd. | 144,001 | $12.6M | 0.02% | −3,014−2.1% | Reduced |
| Jane Street Group, LLC | 143,733 | $12.6M | 0.02% | +130,349+973.9% | Added |
| Royal Bank of Canada | 139,178 | $12.2M | 0.00% | −27,020−16.3% | Reduced |
| SEI Investments Co | 137,798 | $12.1M | 0.02% | +37,349+37.2% | Added |
| D. E. Shaw & Co., Inc. | 135,023 | $11.8M | 0.02% | +46,638+52.8% | Added |
| National Bank of Canada | 137,571 | $11.7M | 0.02% | −50,841−27.0% | Reduced |
| New York State Teachers Retirement System | 123,804 | $10.8M | 0.02% | +3,207+2.7% | Added |
| California State Teachers Retirement System | 122,346 | $10.7M | 0.01% | −5,479−4.3% | Reduced |
| Macquarie Group Ltd | 119,191 | $10.4M | 0.01% | +7,930+7.1% | Added |
| Hudson Bay Capital Management LP | 117,657 | $10.3M | 0.09% | −134,139−53.3% | Reduced |
| UBS Group AG | 117,521 | $10.3M | 0.00% | −1,903−1.6% | Reduced |
| Credit Suisse AG | 116,889 | $10.2M | 0.01% | +921+0.8% | Added |
| Kennedy Capital Management, Inc. | 115,699 | $10.1M | 0.22% | −3,110−2.6% | Reduced |
| State of Wisconsin Investment Board | 113,500 | $9.94M | 0.03% | +34,684+44.0% | Added |
| Thornburg Investment Management Inc | 111,496 | $9.76M | 0.14% | +11,901+11.9% | Added |
| Waratah Capital Advisors Ltd. | 110,368 | $9.67M | 0.55% | +60,368+120.7% | Added |
| State Board of Administration of Florida Retirement System | 109,819 | $9.62M | 0.02% | +2,486+2.3% | Added |
| Renaissance Technologies LLC | 109,620 | $9.60M | 0.01% | +109,620 | New |
| Redmond Asset Management, LLC | 104,769 | $9.18M | 2.96% | −6,764−6.1% | Reduced |
| Pinnbrook Capital Management LP | 101,003 | $8.85M | 2.07% | +32,018+46.4% | Added |
| Tocqueville Asset Management L.P. | 100,800 | $8.83M | 0.16% | −9,200−8.4% | Reduced |
| Texas Permanent School Fund | 100,141 | $8.77M | 0.08% | +1,695+1.7% | Added |
| Cinctive Capital Management LP | 100,066 | $8.76M | 0.61% | −16,542−14.2% | Reduced |
| Hill City Capital, LP | 100,000 | $8.76M | 0.77% | 00.0% | Unchanged |
| Twin Tree Management, LP | 98,513 | $8.63M | 0.16% | +98,513 | New |
| Manufacturers Life Insurance Company, The | 95,342 | $8.35M | 0.00% | −3,749−3.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 92,422 | $8.10M | 0.04% | +92,422 | New |
| Lagoda Investment Management, L.P. | 91,255 | $7.99M | 5.44% | −8,025−8.1% | Reduced |
| Castleark Management LLC | 89,580 | $7.85M | 0.35% | +9,960+12.5% | Added |
| Franklin Resources Inc | 88,508 | $7.75M | 0.00% | +50,007+129.9% | Added |
| Hawk Ridge Capital Management LP | 85,866 | $7.52M | 0.43% | +85,866 | New |
| Amalgamated Bank | 85,745 | $7.51M | 0.06% | −3,542−4.0% | Reduced |