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, Q1 2024
Institutional positions in XPO, Inc. as of Mar 31, 2024. 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
- 525
- +62 vs. Q4 2023
- Shares held
- 111.8M
- −1.76M (−1.5%) vs. Q4 2023
- Total value
- $13.6B
- +$3.69B (+37.1%) vs. Q4 2023
- New holders
- 108
- 135 more added
- Sold out
- 46
- 182 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MFN Partners Management, LP | 12,675,369 | $1.55B | 43.90% | 00.0% | Unchanged |
| Vanguard Group Inc | 10,855,605 | $1.32B | 0.03% | −67,501−0.6% | Reduced |
| Capital Research Global Investors | 10,203,481 | $1.25B | 0.28% | +912,544+9.8% | Added |
| BlackRock Inc. | 10,135,064 | $1.24B | 0.03% | +152,438+1.5% | Added |
| Capital World Investors | 4,492,089 | $548.2M | 0.09% | +142,908+3.3% | Added |
| FMR LLC | 4,483,003 | $547.1M | 0.04% | −3,258,876−42.1% | Reduced |
| Orbis Allan Gray Ltd | 4,297,339 | $524.4M | 3.14% | −1,353,403−24.0% | Reduced |
| State Street Corp | 3,430,577 | $418.6M | 0.02% | +64,253+1.9% | Added |
| Cercano Management LLC | 3,139,207 | $383.1M | 10.69% | −79,718−2.5% | Reduced |
| FIL Ltd | 2,496,196 | $304.6M | 0.30% | +626,788+33.5% | Added |
| Clearbridge Investments, LLC | 2,234,691 | $272.7M | 0.22% | +560,079+33.4% | Added |
| Massachusetts Financial Services Co | 2,010,668 | $245.4M | 0.07% | −539,419−21.2% | Reduced |
| Geode Capital Management, LLC | 1,891,179 | $231.6M | 0.02% | +111,340+6.3% | Added |
| Invesco Ltd. | 1,830,535 | $223.4M | 0.05% | +641,805+54.0% | Added |
| Frontier Capital Management Co LLC | 1,732,416 | $211.4M | 1.98% | −273,142−13.6% | Reduced |
| Dimensional Fund Advisors LP | 1,370,046 | $167.2M | 0.05% | −98,005−6.7% | Reduced |
| Norges Bank | 1,349,657 | $164.7M | 0.03% | +440,973+48.5% | Added |
| Ameriprise Financial Inc | 1,268,211 | $154.8M | 0.04% | −84,101−6.2% | Reduced |
| Millennium Management LLC | 1,244,755 | $151.9M | 0.13% | +469,329+60.5% | Added |
| Morgan Stanley | 1,243,066 | $151.7M | 0.01% | −37,338−2.9% | Reduced |
| Balyasny Asset Management LLC | 1,132,768 | $138.2M | 0.35% | −382,761−25.3% | Reduced |
| Charles Schwab Investment Management Inc | 910,949 | $111.2M | 0.03% | −61,333−6.3% | Reduced |
| Bank of New York Mellon Corp | 891,821 | $108.8M | 0.02% | −61,354−6.4% | Reduced |
| Federated Hermes, Inc. | 867,099 | $105.8M | 0.24% | −76,174−8.1% | Reduced |
| Alliancebernstein L.P. | 815,812 | $99.6M | 0.04% | −1,272,557−60.9% | Reduced |
| Scopus Asset Management, L.P. | 802,723 | $98.0M | 3.21% | +577,222+256.0% | Added |
| Qube Research & Technologies Ltd | 769,067 | $93.8M | 0.17% | +540,909+237.1% | Added |
| Hood River Capital Management LLC | 768,011 | $93.7M | 2.09% | +49,576+6.9% | Added |
| Price T Rowe Associates Inc | 734,364 | $89.6M | 0.01% | −22,596−3.0% | Reduced |
| Channing Capital Management, LLC | 732,163 | $89.3M | 2.40% | −178,408−19.6% | Reduced |
| Northern Trust Corp | 719,334 | $87.8M | 0.02% | −108,467−13.1% | Reduced |
| Citadel Advisors LLC | 663,937 | $81.0M | 0.08% | +19,692+3.1% | Added |
| American Century Companies Inc | 636,068 | $77.6M | 0.05% | +8,319+1.3% | Added |
| Primecap Management Co | 553,100 | $67.5M | 0.05% | −32,000−5.5% | Reduced |
| Wells Fargo & Company | 519,078 | $63.3M | 0.02% | −6,943−1.3% | Reduced |
| Douglas Lane & Associates, LLC | 506,299 | $61.8M | 0.87% | −40,826−7.5% | Reduced |
| JPMorgan Chase & Co | 503,664 | $61.5M | 0.01% | +101,482+25.2% | Added |
| Principal Financial Group Inc | 492,054 | $60.0M | 0.04% | +25,381+5.4% | Added |
| Bank of America Corp | 479,815 | $58.6M | 0.01% | +104,534+27.9% | Added |
| Cardinal Capital Management LLC | 402,620 | $49.1M | 2.46% | −73,601−15.5% | Reduced |
| Hauser Brothers GmbH | 384,100 | $46.9M | 34.44% | −67,500−14.9% | Reduced |
| Nuveen Asset Management, LLC | 383,166 | $46.8M | 0.01% | −1,093−0.3% | Reduced |
| Cartenna Capital, LP | 360,000 | $43.9M | 4.13% | +360,000 | New |
| Hennessy Advisors Inc | 321,300 | $39.2M | 1.65% | +39,700+14.1% | Added |
| Fishman Jay A Ltd | 319,218 | $39.0M | 4.30% | −3,575−1.1% | Reduced |
| Rhumbline Advisers | 316,702 | $38.6M | 0.04% | −14,256−4.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 302,178 | $36.9M | 0.09% | +137,178+83.1% | Added |
| Lord, Abbett & Co. LLC | 295,913 | $36.1M | 0.12% | −175,129−37.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 290,817 | $35.5M | 0.28% | +20,109+7.4% | Added |
| Rice Hall James & Associates, LLC | 290,409 | $35.4M | 2.02% | −11,678−3.9% | Reduced |
| Retirement Systems of Alabama | 264,109 | $32.2M | 0.12% | −17,016−6.1% | Reduced |
| Driehaus Capital Management LLC | 258,577 | $31.6M | 0.31% | +174,277+206.7% | Added |
| Barclays PLC | 257,515 | $31.4M | 0.01% | +90,839+54.5% | Added |
| Groupama Asset Managment | 204,182 | $30.7M | 0.56% | −4,516−2.2% | Reduced |
| Goldman Sachs Group Inc | 251,500 | $30.7M | 0.01% | +21,822+9.5% | Added |
| Swiss National Bank | 229,000 | $27.9M | 0.02% | +400+0.2% | Added |
| Forest Avenue Capital Management LP | 221,600 | $27.0M | 6.64% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 214,424 | $26.2M | 0.03% | −45,322−17.4% | Reduced |
| Arnhold LLC | 211,401 | $25.8M | 2.73% | −48,784−18.7% | Reduced |
| California Public Employees Retirement System | 210,347 | $25.7M | 0.02% | −2,896−1.4% | Reduced |
| Royal Bank of Canada | 206,605 | $25.2M | 0.01% | +67,427+48.4% | Added |
| Interval Partners, LP | 195,000 | $23.8M | 0.90% | +195,000 | New |
| Legal & General Group Plc | 187,466 | $22.9M | 0.01% | +7,066+3.9% | Added |
| Twin Tree Management, LP | 186,569 | $22.8M | 0.52% | +88,056+89.4% | Added |
| UBS Asset Management Americas Inc | 176,524 | $21.5M | 0.01% | −130.0% | Reduced |
| UBS Group AG | 172,146 | $21.0M | 0.01% | +54,625+46.5% | Added |
| Holocene Advisors, LP | 165,390 | $20.2M | 0.07% | +133,309+415.5% | Added |
| Waratah Capital Advisors Ltd. | 163,133 | $19.9M | 1.02% | +52,765+47.8% | Added |
| Mesirow Institutional Investment Management, Inc. | 154,918 | $18.9M | 1.68% | −54,050−25.9% | Reduced |
| American International Group, Inc. | 153,681 | $18.8M | 0.07% | −2,956−1.9% | Reduced |
| Woodline Partners LP | 148,177 | $18.1M | 0.17% | +148,177 | New |
| Westwood Holdings Group Inc. | 148,004 | $18.1M | 0.14% | −26,794−15.3% | Reduced |
| Russell Investments Group, Ltd. | 142,819 | $17.4M | 0.03% | −1,182−0.8% | Reduced |
| Raymond James & Associates | 140,770 | $17.2M | 0.01% | −12,644−8.2% | Reduced |
| Moran Wealth Management, LLC | 135,012 | $16.5M | 0.53% | +135,012 | New |
| Macquarie Group Ltd | 128,312 | $15.7M | 0.02% | +9,121+7.7% | Added |
| ExodusPoint Capital Management, LP | 127,507 | $15.6M | 0.19% | +127,507 | New |
| National Bank of Canada | 134,988 | $15.4M | 0.03% | −2,583−1.9% | Reduced |
| New York State Teachers Retirement System | 120,078 | $14.7M | 0.03% | −3,726−3.0% | Reduced |
| California State Teachers Retirement System | 115,979 | $14.2M | 0.02% | −6,367−5.2% | Reduced |
| Credit Suisse AG | 114,515 | $14.0M | 0.01% | −2,374−2.0% | Reduced |
| Arvin Capital Management LP | 111,650 | $13.6M | 6.29% | −37,996−25.4% | Reduced |
| Thornburg Investment Management Inc | 107,147 | $13.1M | 0.18% | −4,349−3.9% | Reduced |
| SEI Investments Co | 105,030 | $12.8M | 0.02% | −32,768−23.8% | Reduced |
| Walleye Capital LLC | 103,742 | $12.7M | 0.14% | +23,286+28.9% | Added |
| Tocqueville Asset Management L.P. | 101,925 | $12.4M | 0.20% | +1,125+1.1% | Added |
| Texas Permanent School Fund | 101,621 | $12.4M | 0.10% | +1,480+1.5% | Added |
| Walleye Trading LLC | 101,128 | $12.3M | 0.20% | −97,173−49.0% | Reduced |
| Hill City Capital, LP | 100,000 | $12.2M | 0.90% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 99,263 | $12.1M | 3.85% | −5,506−5.3% | Reduced |
| Tritonpoint Wealth, LLC | 136,285 | $12.0M | 1.25% | −9,669−6.6% | Reduced |
| State of Wisconsin Investment Board | 97,655 | $11.9M | 0.03% | −15,845−14.0% | Reduced |
| Hawk Ridge Capital Management LP | 97,425 | $11.9M | 0.54% | +11,559+13.5% | Added |
| Manufacturers Life Insurance Company, The | 94,022 | $11.5M | 0.01% | −1,320−1.4% | Reduced |
| Jane Street Group, LLC | 90,557 | $11.1M | 0.01% | −53,176−37.0% | Reduced |
| Kennedy Capital Management, Inc. | 88,681 | $10.8M | 0.22% | −27,018−23.4% | Reduced |
| Cinctive Capital Management LP | 86,093 | $10.5M | 0.54% | −13,973−14.0% | Reduced |
| Neuberger Berman Group LLC | 83,743 | $10.2M | 0.01% | +14,454+20.9% | Added |
| Lagoda Investment Management, L.P. | 82,830 | $10.1M | 6.20% | −8,425−9.2% | Reduced |
| Kodai Capital Management LP | 81,023 | $9.89M | 0.23% | +81,023 | New |