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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1 | $122 | 0.00% | −64−98.5% | Reduced |
| TFC Financial Management | 1 | $123 | 0.00% | +1 | New |
| Bokf, NA | 3 | $366 | 0.00% | −249−98.8% | Reduced |
| Gradient Investments LLC | 3 | $366 | 0.00% | −12−80.0% | Reduced |
| Tfo-TDC, LLC | 3 | $366 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $610 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 8 | $977 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $1.22K | 0.00% | +10 | New |
| Credential Qtrade Securities Inc. | 11 | $1.34K | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 12 | $1.46K | 0.00% | −24−66.7% | Reduced |
| Harbour Investments, Inc. | 12 | $1.46K | 0.00% | −6−33.3% | Reduced |
| Rothschild Investment LLC | 15 | $1.83K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $1.83K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $1.95K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $2.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $2.08K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $2.08K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $2.20K | 0.00% | +18 | New |
| Thompson Investment Management, Inc. | 18 | $2.21K | 0.00% | +18 | New |
| ClariVest Asset Management LLC | 20 | $2.44K | 0.00% | +10+100.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $2.44K | 0.00% | +20 | New |
| Meeder Asset Management Inc | 20 | $2.44K | 0.00% | +20 | New |
| TD Private Client Wealth LLC | 21 | $2.56K | 0.00% | −492−95.9% | Reduced |
| Bruce G. Allen Investments, LLC | 21 | $2.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.81K | 0.00% | −1−4.2% | Reduced |
| Valley National Advisers Inc | 25 | $3.00K | 0.00% | +25 | New |
| CGC Financial Services, LLC | 25 | $3.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 28 | $3.42K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 30 | $3.66K | 0.00% | +30 | New |
| Abound Wealth Management | 31 | $3.78K | 0.00% | +31 | New |
| Toronto Dominion Bank | 32 | $3.90K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 35 | $4.27K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 35 | $4.27K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 37 | $4.51K | 0.00% | +37 | New |
| Venturi Wealth Management, LLC | 44 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $5.37K | 0.00% | +4+10.0% | Added |
| Farmers & Merchants Investments Inc | 47 | $5.74K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 48 | $5.80K | 0.00% | +47+4,700.0% | Added |
| Atticus Wealth Management, LLC | 50 | $6.10K | 0.00% | +50 | New |
| American Capital Advisory, LLC | 193 | $6.16K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 55 | $6.71K | 0.00% | 00.0% | Unchanged |
| Amundi | 65 | $7.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 68 | $8.30K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 68 | $8.30K | 0.00% | +40+142.9% | Added |
| Voisard Asset Management Group, Inc. | 69 | $8.42K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $8.54K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $8.79K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 76 | $9.27K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 79 | $9.64K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 84 | $10.3K | 0.00% | −335−80.0% | Reduced |
| Jones Financial Companies LLLP | 84 | $10.3K | 0.00% | +84 | New |
| Pineridge Advisors LLC | 89 | $10.9K | 0.00% | −2,443−96.5% | Reduced |
| Legacy Bridge, LLC | 90 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 99 | $11.2K | 0.00% | +99 | New |
| Proequities, Inc. | 95 | $11.6K | 0.00% | +57+150.0% | Added |
| Harbor Investment Advisory, LLC | 98 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 102 | $13.0K | 0.01% | −55−35.0% | Reduced |
| TD Waterhouse Canada Inc. | 110 | $13.3K | 0.00% | −180−62.1% | Reduced |
| LGT Financial Advisors LLC | 110 | $13.4K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $13.7K | 0.00% | +31+38.3% | Added |
| Umb Bank N A | 116 | $14.2K | 0.00% | −24−17.1% | Reduced |
| NBT Bank N A | 129 | $15.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 139 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 146 | $17.8K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 150 | $18.3K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 153 | $18.7K | 0.00% | −305−66.6% | Reduced |
| Lindbrook Capital, LLC | 153 | $18.7K | 0.00% | +12+8.5% | Added |
| Mather Group, LLC. | 219 | $19.2K | 0.00% | +219 | New |
| Farther Finance Advisors, LLC | 162 | $19.7K | 0.00% | +5+3.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 177 | $21.6K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 177 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 192 | $23.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 193 | $23.6K | 0.00% | +150+348.8% | Added |
| Spire Wealth Management | 200 | $24.4K | 0.00% | −10−4.8% | Reduced |
| Westside Investment Management, Inc. | 200 | $24.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 232 | $24.9K | 0.00% | −55−19.2% | Reduced |
| Evergreen Private Wealth LLC | 210 | $25.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 233 | $28.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 251 | $30.6K | 0.02% | +251 | New |
| Parallel Advisors, LLC | 260 | $31.7K | 0.00% | +41+18.7% | Added |
| Motco | 269 | $32.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 281 | $34.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 290 | $35.4K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 294 | $35.8K | 0.07% | +294 | New |
| Chesapeake Asset Management LLC | 300 | $36.6K | 0.04% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 300 | $36.6K | 0.00% | +300 | New |
| Rise Advisors, LLC | 303 | $37.0K | 0.02% | +303 | New |
| IFP Advisors, Inc | 318 | $38.8K | 0.00% | +85+36.5% | Added |
| Country Trust Bank | 325 | $39.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 326 | $39.8K | 0.01% | −110−25.2% | Reduced |
| Nomura Asset Management Co Ltd | 340 | $41.5K | 0.00% | −660−66.0% | Reduced |
| Quarry LP | 374 | $45.6K | 0.02% | +374 | New |
| Wiser Advisor Group LLC | 387 | $47.2K | 0.07% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 400 | $48.8K | 0.00% | +400 | New |