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 5 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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 177 | $14.6K | 0.00% | +116+190.2% | Added |
| Covestor Ltd | 157 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 157 | $13.8K | 0.00% | +67+74.4% | Added |
| Johnson Financial Group, Inc. | 151 | $13.2K | 0.00% | +151 | New |
| Compass Wealth Management LLC | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 146 | $12.8K | 0.00% | −13−8.2% | Reduced |
| Lindbrook Capital, LLC | 141 | $12.3K | 0.00% | +9+6.8% | Added |
| Umb Bank N A | 140 | $12.3K | 0.00% | −12−7.9% | Reduced |
| Parkside Financial Bank & Trust | 139 | $12.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 132 | $11.6K | 0.00% | +132 | New |
| NBT Bank N A | 129 | $11.3K | 0.00% | +129 | New |
| LGT Financial Advisors LLC | 110 | $9.63K | 0.01% | +110 | New |
| Capital Analysts, LLC | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 98 | $9.00K | 0.02% | +98 | New |
| 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 |
| Harbor Investment Advisory, LLC | 98 | $8.58K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 90 | $7.88K | 0.01% | +90 | New |
| Massmutual Trust Co FSB | 81 | $7.09K | 0.00% | +13+19.1% | Added |
| Whittier Trust Co | 79 | $6.92K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 76 | $6.66K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 73 | $6.39K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $6.31K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $6.13K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 69 | $6.04K | 0.00% | +69 | New |
| Smithfield Trust Co | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 68 | $5.96K | 0.00% | 00.0% | Unchanged |
| Amundi | 65 | $5.42K | 0.00% | +65 | New |
| Ronald Blue Trust, Inc. | 65 | $5.00K | 0.00% | +48+282.4% | Added |
| First Horizon Advisors, Inc. | 55 | $4.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 47 | $4.12K | 0.00% | −3−6.0% | Reduced |
| TSFG, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 41 | $4.00K | 0.00% | +30+272.7% | Added |
| Venturi Wealth Management, LLC | 44 | $3.85K | 0.00% | +44 | New |
| Private Trust Co NA | 43 | $3.77K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 42 | $3.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $3.50K | 0.00% | +20+100.0% | Added |
| Proequities, Inc. | 38 | $3.33K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 36 | $3.15K | 0.00% | +9+33.3% | Added |
| Glen Eagle Advisors, LLC | 35 | $3.07K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 35 | $3.07K | 0.00% | +35 | New |
| Toronto Dominion Bank | 32 | $2.80K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 37 | $2.76K | 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 |
| Lee Financial Co | 27 | $2.37K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $2.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $2.10K | 0.00% | +2+9.1% | Added |
| Your Advocates Ltd., LLP | 23 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $1.84K | 0.00% | +21 | New |
| Harbour Investments, Inc. | 18 | $1.58K | 0.00% | +13+260.0% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $1.49K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 17 | $1.49K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $1.49K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $1.40K | 0.00% | 00.0% | Unchanged |
| 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 |
| Coppell Advisory Solutions LLC | 12 | $1.05K | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $876 | 0.00% | +10 | New |
| Glassman Wealth Services | 8 | $701 | 0.00% | −2−20.0% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $701 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| Eminence Capital, LP | 0 | $0 | 0.00% | −1,191,311−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −242,656−100.0% | Sold out |
| Kailix Advisors LLC | 0 | $0 | 0.00% | −240,211−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −235,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −182,102−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −137,473−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −110,744−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −108,560−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −107,325−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −90,445−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −76,968−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −58,722−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −34,941−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −25,667−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −23,191−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −17,490−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −10,563−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,686−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,450−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −6,287−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −2,841−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |