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, 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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 1,266 | $134.0K | 0.01% | −83−6.2% | Reduced |
| Addison Advisors LLC | 1,075 | $131.2K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,046 | $128.0K | 0.00% | −503−32.5% | Reduced |
| Banque Cantonale Vaudoise | 1,000 | $122.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 970 | $118.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 957 | $116.0K | 0.00% | −68−6.6% | Reduced |
| CWM, LLC | 917 | $112.0K | 0.00% | +121+15.2% | Added |
| Vestor Capital, LLC | 850 | $104.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 831 | $101.4K | 0.00% | +699+529.5% | Added |
| Fifth Third Bancorp | 800 | $97.6K | 0.00% | +45+6.0% | Added |
| C M Bidwell & Associates Ltd | 765 | $93.4K | 0.06% | −10−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 750 | $91.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 740 | $90.3K | 0.00% | +184+33.1% | Added |
| Quent Capital, LLC | 729 | $89.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 727 | $88.7K | 0.07% | +727 | New |
| Northwestern Mutual Wealth Management Co | 696 | $84.9K | 0.00% | −85−10.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 621 | $75.8K | 0.00% | −129−17.2% | Reduced |
| Richardson Financial Services Inc. | 618 | $75.4K | 0.05% | +618 | New |
| GAMMA Investing LLC | 607 | $74.1K | 0.02% | +74+13.9% | Added |
| Signaturefd, LLC | 602 | $73.5K | 0.00% | +26+4.5% | Added |
| Hanseatic Management Services Inc | 583 | $71.1K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 523 | $63.0K | 0.00% | +18+3.6% | Added |
| Continuum Advisory, LLC | 550 | $62.1K | 0.01% | +550 | New |
| Core Alternative Capital | 505 | $61.6K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 500 | $61.0K | 0.06% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 400 | $48.8K | 0.00% | +400 | New |
| Wiser Advisor Group LLC | 387 | $47.2K | 0.07% | 00.0% | Unchanged |
| Quarry LP | 374 | $45.6K | 0.02% | +374 | New |
| Nomura Asset Management Co Ltd | 340 | $41.5K | 0.00% | −660−66.0% | Reduced |
| Atlas Capital Advisors LLC | 326 | $39.8K | 0.01% | −110−25.2% | Reduced |
| Country Trust Bank | 325 | $39.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 318 | $38.8K | 0.00% | +85+36.5% | Added |
| Rise Advisors, LLC | 303 | $37.0K | 0.02% | +303 | 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 |
| ORG Partners LLC | 294 | $35.8K | 0.07% | +294 | New |
| Rocky Mountain Advisers, LLC | 290 | $35.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 281 | $34.3K | 0.00% | 00.0% | Unchanged |
| Motco | 269 | $32.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 260 | $31.7K | 0.00% | +41+18.7% | Added |
| Riverview Trust Co | 251 | $30.6K | 0.02% | +251 | New |
| JFS Wealth Advisors, LLC | 233 | $28.4K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 210 | $25.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 232 | $24.9K | 0.00% | −55−19.2% | Reduced |
| Spire Wealth Management | 200 | $24.4K | 0.00% | −10−4.8% | Reduced |
| Westside Investment Management, Inc. | 200 | $24.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 193 | $23.6K | 0.00% | +150+348.8% | Added |
| Sandy Spring Bank | 192 | $23.4K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 177 | $22.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 177 | $21.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 162 | $19.7K | 0.00% | +5+3.2% | Added |
| Mather Group, LLC. | 219 | $19.2K | 0.00% | +219 | New |
| 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 |
| Compass Wealth Management LLC | 150 | $18.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 146 | $17.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 139 | $17.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 129 | $15.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 116 | $14.2K | 0.00% | −24−17.1% | Reduced |
| Massmutual Trust Co FSB | 112 | $13.7K | 0.00% | +31+38.3% | Added |
| LGT Financial Advisors LLC | 110 | $13.4K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 110 | $13.3K | 0.00% | −180−62.1% | Reduced |
| Covestor Ltd | 102 | $13.0K | 0.01% | −55−35.0% | Reduced |
| 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 |
| Capital Analysts, LLC | 101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 98 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 95 | $11.6K | 0.00% | +57+150.0% | Added |
| Ofi Invest Asset Management | 99 | $11.2K | 0.00% | +99 | New |
| Legacy Bridge, LLC | 90 | $11.0K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 89 | $10.9K | 0.00% | −2,443−96.5% | Reduced |
| Leonteq Securities AG | 84 | $10.3K | 0.00% | −335−80.0% | Reduced |
| Jones Financial Companies LLLP | 84 | $10.3K | 0.00% | +84 | New |
| Whittier Trust Co | 79 | $9.64K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 76 | $9.27K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $8.79K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $8.54K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 69 | $8.42K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 68 | $8.30K | 0.00% | +40+142.9% | Added |
| Key Financial Inc | 68 | $8.30K | 0.00% | 00.0% | Unchanged |
| Amundi | 65 | $7.50K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 55 | $6.71K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 193 | $6.16K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $6.10K | 0.00% | +50 | New |
| Smartleaf Asset Management LLC | 48 | $5.80K | 0.00% | +47+4,700.0% | Added |
| Farmers & Merchants Investments Inc | 47 | $5.74K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tucker Asset Management LLC | 37 | $4.51K | 0.00% | +37 | New |
| 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 |
| Toronto Dominion Bank | 32 | $3.90K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $3.78K | 0.00% | +31 | New |
| Northwest Investment Counselors, LLC | 30 | $3.66K | 0.00% | +30 | New |
| Private Wealth Management Group, LLC | 28 | $3.42K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $3.05K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $3.00K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 23 | $2.81K | 0.00% | −1−4.2% | Reduced |