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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.

Institutional holdersQ1 2024: 525 institutions
Q1 2021: 507 institutionsQ2 2021: 560 institutionsQ3 2021: 487 institutionsQ4 2021: 487 institutionsQ1 2022: 464 institutionsQ2 2022: 438 institutionsQ3 2022: 427 institutionsQ4 2022: 413 institutionsQ1 2023: 385 institutionsQ2 2023: 416 institutionsQ3 2023: 426 institutionsQ4 2023: 468 institutionsQ1 2024: 525 institutionsQ2 2024: 508 institutionsQ3 2024: 530 institutionsQ4 2024: 543 institutionsQ1 2025: 525 institutionsQ2 2025: 546 institutionsQ3 2025: 543 institutionsQ4 2025: 587 institutionsQ1 2026: 675 institutionsQ2 2026: 752 institutions
Value heldQ1 2024: $13.6B
Q1 2021: $10.2BQ2 2021: $12.1BQ3 2021: $6.79BQ4 2021: $6.98BQ1 2022: $6.77BQ2 2022: $4.71BQ3 2022: $4.65BQ4 2022: $3.60BQ1 2023: $3.35BQ2 2023: $6.88BQ3 2023: $8.64BQ4 2023: $9.95BQ1 2024: $13.6BQ2 2024: $11.9BQ3 2024: $12.5BQ4 2024: $15.4BQ1 2025: $13.3BQ2 2025: $15.7BQ3 2025: $16.0BQ4 2025: $16.8BQ1 2026: $22.6BQ2 2026: $24.4B
Institutions holding XPO and their total value by quarter
QuarterHoldersValue
Q2 2026752$24.4B
Q1 2026675$22.6B
Q4 2025587$16.8B
Q3 2025543$16.0B
Q2 2025546$15.7B
Q1 2025525$13.3B
Q4 2024543$15.4B
Q3 2024530$12.5B
Q2 2024508$11.9B
Q1 2024525$13.6B
Q4 2023468$9.95B
Q3 2023426$8.64B
Q2 2023416$6.88B
Q1 2023385$3.35B
Q4 2022413$3.60B
Q3 2022427$4.65B
Q2 2022438$4.71B
Q1 2022464$6.77B
Q4 2021487$6.98B
Q3 2021487$6.79B
Q2 2021560$12.1B
Q1 2021507$10.2B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q4 2023.

Institutions holding XPO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Scout Investments, Inc.50,000$6.09M0.15%+50,000New
Empirical Capital Management, LLC50,000$6.10M4.95%00.0%Unchanged
Treasurer of the State of North Carolina52,265$6.38M0.03%+320+0.6%Added
Yousif Capital Management, LLC53,316$6.51M0.07%−979−1.8%Reduced
Janus Henderson Group PLC54,085$6.60M0.00%+10.0%Added
Comerica Bank54,529$6.65M0.03%+5,336+10.8%Added
Twinbeech Capital LP55,878$6.82M0.14%+55,878New
Envestnet Asset Management Inc56,303$6.87M0.00%+30,343+116.9%Added
D. E. Shaw & Co., Inc.56,670$6.92M0.01%−78,353−58.0%Reduced
Point72 Asset Management, L.P.59,145$7.22M0.02%+59,145New
Franklin Resources Inc59,197$7.22M0.00%−29,311−33.1%Reduced
MetLife Investment Management63,746$7.78M0.05%−1,606−2.5%Reduced
State of Tennessee, Treasury Department64,548$7.88M0.03%00.0%Unchanged
Pinnbrook Capital Management LP64,771$7.90M1.37%−36,232−35.9%Reduced
Raymond James Financial Services Advisors, Inc.66,447$8.11M0.01%+17,126+34.7%Added
BNP Paribas Arbitrage, SA66,450$8.11M0.01%+56,196+548.0%Added
State of New Jersey Common Pension Fund D67,037$8.18M0.02%00.0%Unchanged
Oppenheimer & Co Inc67,179$8.20M0.14%+1,724+2.6%Added
Mutual of America Capital Management LLC69,184$8.44M0.09%−2,281−3.2%Reduced
Moore Capital Management, LP69,361$8.46M0.17%+36,718+112.5%Added
Riposte Capital LLC75,000$9.15M3.69%+75,000New
Boothbay Fund Management, LLC75,860$9.26M0.27%+75,860New
Amalgamated Bank78,978$9.64M0.08%−6,767−7.9%Reduced
Castleark Management LLC79,004$9.64M0.40%−10,576−11.8%Reduced
Great West Life Assurance Co79,089$9.65M0.02%+13,981+21.5%Added
Kodai Capital Management LP81,023$9.89M0.23%+81,023New
Lagoda Investment Management, L.P.82,830$10.1M6.20%−8,425−9.2%Reduced
Neuberger Berman Group LLC83,743$10.2M0.01%+14,454+20.9%Added
Cinctive Capital Management LP86,093$10.5M0.54%−13,973−14.0%Reduced
Kennedy Capital Management, Inc.88,681$10.8M0.22%−27,018−23.4%Reduced
Jane Street Group, LLC90,557$11.1M0.01%−53,176−37.0%Reduced
Manufacturers Life Insurance Company, The94,022$11.5M0.01%−1,320−1.4%Reduced
Hawk Ridge Capital Management LP97,425$11.9M0.54%+11,559+13.5%Added
State of Wisconsin Investment Board97,655$11.9M0.03%−15,845−14.0%Reduced
Tritonpoint Wealth, LLC136,285$12.0M1.25%−9,669−6.6%Reduced
Redmond Asset Management, LLC99,263$12.1M3.85%−5,506−5.3%Reduced
Hill City Capital, LP100,000$12.2M0.90%00.0%Unchanged
Walleye Trading LLC101,128$12.3M0.20%−97,173−49.0%Reduced
Texas Permanent School Fund101,621$12.4M0.10%+1,480+1.5%Added
Tocqueville Asset Management L.P.101,925$12.4M0.20%+1,125+1.1%Added
Walleye Capital LLC103,742$12.7M0.14%+23,286+28.9%Added
SEI Investments Co105,030$12.8M0.02%−32,768−23.8%Reduced
Thornburg Investment Management Inc107,147$13.1M0.18%−4,349−3.9%Reduced
Arvin Capital Management LP111,650$13.6M6.29%−37,996−25.4%Reduced
Credit Suisse AG114,515$14.0M0.01%−2,374−2.0%Reduced
California State Teachers Retirement System115,979$14.2M0.02%−6,367−5.2%Reduced
New York State Teachers Retirement System120,078$14.7M0.03%−3,726−3.0%Reduced
National Bank of Canada134,988$15.4M0.03%−2,583−1.9%Reduced
ExodusPoint Capital Management, LP127,507$15.6M0.19%+127,507New
Macquarie Group Ltd128,312$15.7M0.02%+9,121+7.7%Added
Moran Wealth Management, LLC135,012$16.5M0.53%+135,012New
Raymond James & Associates140,770$17.2M0.01%−12,644−8.2%Reduced
Russell Investments Group, Ltd.142,819$17.4M0.03%−1,182−0.8%Reduced
Westwood Holdings Group Inc.148,004$18.1M0.14%−26,794−15.3%Reduced
Woodline Partners LP148,177$18.1M0.17%+148,177New
American International Group, Inc.153,681$18.8M0.07%−2,956−1.9%Reduced
Mesirow Institutional Investment Management, Inc.154,918$18.9M1.68%−54,050−25.9%Reduced
Waratah Capital Advisors Ltd.163,133$19.9M1.02%+52,765+47.8%Added
Holocene Advisors, LP165,390$20.2M0.07%+133,309+415.5%Added
UBS Group AG172,146$21.0M0.01%+54,625+46.5%Added
UBS Asset Management Americas Inc176,524$21.5M0.01%−130.0%Reduced
Twin Tree Management, LP186,569$22.8M0.52%+88,056+89.4%Added
Legal & General Group Plc187,466$22.9M0.01%+7,066+3.9%Added
Interval Partners, LP195,000$23.8M0.90%+195,000New
Royal Bank of Canada206,605$25.2M0.01%+67,427+48.4%Added
California Public Employees Retirement System210,347$25.7M0.02%−2,896−1.4%Reduced
Arnhold LLC211,401$25.8M2.73%−48,784−18.7%Reduced
New York State Common Retirement Fund214,424$26.2M0.03%−45,322−17.4%Reduced
Forest Avenue Capital Management LP221,600$27.0M6.64%00.0%Unchanged
Swiss National Bank229,000$27.9M0.02%+400+0.2%Added
Goldman Sachs Group Inc251,500$30.7M0.01%+21,822+9.5%Added
Groupama Asset Managment204,182$30.7M0.56%−4,516−2.2%Reduced
Barclays PLC257,515$31.4M0.01%+90,839+54.5%Added
Driehaus Capital Management LLC258,577$31.6M0.31%+174,277+206.7%Added
Retirement Systems of Alabama264,109$32.2M0.12%−17,016−6.1%Reduced
Rice Hall James & Associates, LLC290,409$35.4M2.02%−11,678−3.9%Reduced
Schonfeld Strategic Advisors LLC290,817$35.5M0.28%+20,109+7.4%Added
Lord, Abbett & Co. LLC295,913$36.1M0.12%−175,129−37.2%Reduced
Caisse de Depot Et Placement du Quebec302,178$36.9M0.09%+137,178+83.1%Added
Rhumbline Advisers316,702$38.6M0.04%−14,256−4.3%Reduced
Fishman Jay A Ltd319,218$39.0M4.30%−3,575−1.1%Reduced
Hennessy Advisors Inc321,300$39.2M1.65%+39,700+14.1%Added
Cartenna Capital, LP360,000$43.9M4.13%+360,000New
Nuveen Asset Management, LLC383,166$46.8M0.01%−1,093−0.3%Reduced
Hauser Brothers GmbH384,100$46.9M34.44%−67,500−14.9%Reduced
Cardinal Capital Management LLC402,620$49.1M2.46%−73,601−15.5%Reduced
Bank of America Corp479,815$58.6M0.01%+104,534+27.9%Added
Principal Financial Group Inc492,054$60.0M0.04%+25,381+5.4%Added
JPMorgan Chase & Co503,664$61.5M0.01%+101,482+25.2%Added
Douglas Lane & Associates, LLC506,299$61.8M0.87%−40,826−7.5%Reduced
Wells Fargo & Company519,078$63.3M0.02%−6,943−1.3%Reduced
Primecap Management Co553,100$67.5M0.05%−32,000−5.5%Reduced
American Century Companies Inc636,068$77.6M0.05%+8,319+1.3%Added
Citadel Advisors LLC663,937$81.0M0.08%+19,692+3.1%Added
Northern Trust Corp719,334$87.8M0.02%−108,467−13.1%Reduced
Channing Capital Management, LLC732,163$89.3M2.40%−178,408−19.6%Reduced
Price T Rowe Associates Inc734,364$89.6M0.01%−22,596−3.0%Reduced
Hood River Capital Management LLC768,011$93.7M2.09%+49,576+6.9%Added
Qube Research & Technologies Ltd769,067$93.8M0.17%+540,909+237.1%Added
Scopus Asset Management, L.P.802,723$98.0M3.21%+577,222+256.0%Added