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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8 | $701 | 0.00% | −2−20.0% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $701 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $876 | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 12 | $1.05K | 0.00% | +12 | New |
| Gradient Investments LLC | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $1.31K | 0.00% | +15 | New |
| CVA Family Office, LLC | 15 | $1.31K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 16 | $1.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.49K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $1.49K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.49K | 0.00% | +17 | New |
| Harbour Investments, Inc. | 18 | $1.58K | 0.00% | +13+260.0% | Added |
| Bruce G. Allen Investments, LLC | 21 | $1.84K | 0.00% | +21 | New |
| Your Advocates Ltd., LLP | 23 | $2.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $2.10K | 0.00% | +2+9.1% | Added |
| CGC Financial Services, LLC | 25 | $2.19K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 27 | $2.37K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $2.45K | 0.00% | +28 | New |
| Private Wealth Management Group, LLC | 28 | $2.45K | 0.00% | +28 | New |
| Beacon Capital Management, LLC | 37 | $2.76K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 32 | $2.80K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 35 | $3.07K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 35 | $3.07K | 0.00% | +35 | New |
| AdvisorNet Financial, Inc | 36 | $3.15K | 0.00% | +9+33.3% | Added |
| Proequities, Inc. | 38 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $3.50K | 0.00% | +20+100.0% | Added |
| HWG Holdings LP | 42 | $3.68K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 43 | $3.77K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 44 | $3.85K | 0.00% | +44 | New |
| TSFG, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 41 | $4.00K | 0.00% | +30+272.7% | Added |
| Farmers & Merchants Investments Inc | 47 | $4.12K | 0.00% | −3−6.0% | Reduced |
| First Horizon Advisors, Inc. | 55 | $4.82K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 65 | $5.00K | 0.00% | +48+282.4% | Added |
| Amundi | 65 | $5.42K | 0.00% | +65 | New |
| Key Financial Inc | 68 | $5.96K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 69 | $6.04K | 0.00% | +69 | New |
| Pflug Koory, LLC | 70 | $6.13K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $6.31K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 73 | $6.39K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 76 | $6.66K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 79 | $6.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 81 | $7.09K | 0.00% | +13+19.1% | Added |
| Legacy Bridge, LLC | 90 | $7.88K | 0.01% | +90 | New |
| Harbor Investment Advisory, LLC | 98 | $8.58K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $8.76K | 0.00% | −6,200−98.4% | Reduced |
| Delta Asset Management LLC | 100 | $8.76K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $8.76K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $8.76K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 100 | $8.76K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 98 | $9.00K | 0.02% | +98 | New |
| LGT Financial Advisors LLC | 110 | $9.63K | 0.01% | +110 | New |
| NBT Bank N A | 129 | $11.3K | 0.00% | +129 | New |
| Principal Securities, Inc. | 132 | $11.6K | 0.00% | +132 | New |
| Parkside Financial Bank & Trust | 139 | $12.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 140 | $12.3K | 0.00% | −12−7.9% | Reduced |
| Lindbrook Capital, LLC | 141 | $12.3K | 0.00% | +9+6.8% | Added |
| Hexagon Capital Partners LLC | 146 | $12.8K | 0.00% | −13−8.2% | Reduced |
| Compass Wealth Management LLC | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 151 | $13.2K | 0.00% | +151 | New |
| Farther Finance Advisors, LLC | 157 | $13.8K | 0.00% | +67+74.4% | Added |
| Covestor Ltd | 157 | $14.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 177 | $14.6K | 0.00% | +116+190.2% | Added |
| AlphaMark Advisors, LLC | 177 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 192 | $16.8K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 193 | $16.9K | 0.01% | +193 | New |
| Westside Investment Management, Inc. | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 210 | $17.8K | 0.00% | +10+5.0% | Added |
| Evergreen Private Wealth LLC | 210 | $18.4K | 0.01% | +210 | New |
| Parallel Advisors, LLC | 219 | $19.2K | 0.00% | −34−13.4% | Reduced |
| IFP Advisors, Inc | 233 | $20.4K | 0.00% | −90−27.9% | Reduced |
| JFS Wealth Advisors, LLC | 233 | $20.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 252 | $22.1K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 261 | $22.9K | 0.00% | +261 | New |
| Motco | 269 | $23.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 290 | $23.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 281 | $24.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 287 | $25.1K | 0.00% | −102−26.2% | Reduced |
| Rocky Mountain Advisers, LLC | 290 | $25.4K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 300 | $26.3K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 300 | $26.3K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 325 | $28.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 335 | $30.0K | 0.00% | +211+170.2% | Added |
| Wiser Advisor Group LLC | 387 | $33.9K | 0.06% | +387 | New |
| Leonteq Securities AG | 419 | $36.7K | 0.00% | −536−56.1% | Reduced |
| Atlas Capital Advisors LLC | 436 | $38.2K | 0.01% | −202−31.7% | Reduced |
| Advisory Services Network, LLC | 455 | $39.9K | 0.00% | +455 | New |
| SYSTM Wealth Solutions LLC | 458 | $40.1K | 0.01% | +458 | New |
| First Community Trust NA | 500 | $43.8K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 505 | $44.0K | 0.00% | +505 | New |
| Core Alternative Capital | 505 | $44.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 513 | $44.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 533 | $45.5K | 0.01% | +533 | New |
| Tradition Wealth Management, LLC | 553 | $48.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 556 | $48.7K | 0.00% | +7+1.3% | Added |