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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, Q2 2024

Institutional positions in XPO, Inc. as of Jun 30, 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
508
−11 vs. Q1 2024
Shares held
112.3M
+674.3K (+0.6%) vs. Q1 2024
Total value
$11.9B
−$1.69B (−12.4%) vs. Q1 2024
New holders
64
176 more added
Sold out
75
167 more reduced

6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 508 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 heldQ2 2024: $11.9B
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, Q2 2024

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q1 2024.

Institutions holding XPO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
MFN Partners Management, LP11,425,369$1.21B41.12%−1,250,000−9.9%Reduced
Vanguard Group Inc10,975,556$1.17B0.02%+119,951+1.1%Added
Capital Research Global Investors10,974,555$1.16B0.26%+771,074+7.6%Added
BlackRock Inc.10,957,402$1.16B0.03%+822,338+8.1%Added
Capital World Investors4,588,370$487.1M0.08%+96,281+2.1%Added
Orbis Allan Gray Ltd4,162,677$441.9M2.75%−134,662−3.1%Reduced
State Street Corp3,440,360$365.2M0.02%+9,783+0.3%Added
Cercano Management LLC3,142,027$333.5M8.89%+2,820+0.1%Added
FMR LLC2,860,677$303.7M0.02%−1,622,326−36.2%Reduced
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners2,558,000$271.5M4.58%+2,558,000New
Clearbridge Investments, LLC2,488,210$264.1M0.21%+253,519+11.3%Added
Geode Capital Management, LLC1,987,966$211.9M0.02%+96,787+5.1%Added
FIL Ltd1,779,331$188.9M0.19%−716,865−28.7%Reduced
Balyasny Asset Management LLC1,750,367$185.8M0.48%+617,599+54.5%Added
Norges Bank1,531,899$162.6M0.02%+182,242+13.5%Added
Massachusetts Financial Services Co1,527,208$162.1M0.05%−483,460−24.0%Reduced
Dimensional Fund Advisors LP1,500,368$159.2M0.04%+130,322+9.5%Added
Invesco Ltd.1,497,137$158.9M0.03%−333,398−18.2%Reduced
Citadel Advisors LLC1,451,736$154.1M0.15%+787,799+118.7%Added
Findlay Park Partners LLP1,319,500$140.1M1.32%+1,319,500New
Qube Research & Technologies Ltd1,287,059$136.6M0.25%+517,992+67.4%Added
Ameriprise Financial Inc1,100,097$116.8M0.03%−168,114−13.3%Reduced
Bank of America Corp1,065,054$113.1M0.01%+585,239+122.0%Added
Frontier Capital Management Co LLC1,024,469$108.7M1.08%−707,947−40.9%Reduced
Charles Schwab Investment Management Inc916,111$97.2M0.02%+5,162+0.6%Added
Bank of New York Mellon Corp899,658$95.5M0.02%+7,837+0.9%Added
Millennium Management LLC870,528$92.4M0.08%−374,227−30.1%Reduced
Alliancebernstein L.P.842,779$89.5M0.03%+26,967+3.3%Added
Northern Trust Corp808,298$85.8M0.01%+88,964+12.4%Added
Morgan Stanley806,922$85.7M0.01%−436,144−35.1%Reduced
Channing Capital Management, LLC763,065$81.0M2.22%+30,902+4.2%Added
American Century Companies Inc631,133$67.0M0.04%−4,935−0.8%Reduced
Hood River Capital Management LLC584,200$62.0M1.28%−183,811−23.9%Reduced
JPMorgan Chase & Co567,845$60.3M0.01%+64,181+12.7%Added
Primecap Management Co551,100$58.5M0.04%−2,000−0.4%Reduced
Wells Fargo & Company510,933$54.2M0.01%−8,145−1.6%Reduced
Caisse de Depot Et Placement du Quebec487,409$51.7M0.13%+185,231+61.3%Added
Price T Rowe Associates Inc467,454$49.6M0.01%−266,910−36.3%Reduced
Federated Hermes, Inc.466,628$49.5M0.12%−400,471−46.2%Reduced
Douglas Lane & Associates, LLC452,273$48.0M0.68%−54,026−10.7%Reduced
Holocene Advisors, LP424,204$45.0M0.19%+258,814+156.5%Added
Principal Financial Group Inc388,696$41.3M0.02%−103,358−21.0%Reduced
Hennessy Advisors Inc379,400$40.3M1.52%+58,100+18.1%Added
Nuveen Asset Management, LLC364,431$38.7M0.01%−18,735−4.9%Reduced
Hauser Brothers GmbH362,100$38.4M31.68%−22,000−5.7%Reduced
Rhumbline Advisers337,533$35.8M0.03%+20,831+6.6%Added
Fishman Jay A Ltd317,843$33.7M3.56%−1,375−0.4%Reduced
Barclays PLC304,273$32.3M0.01%+46,758+18.2%Added
Forest Avenue Capital Management LP290,469$30.8M4.27%+68,869+31.1%Added
UBS Asset Management Americas Inc284,418$30.2M0.01%+107,894+61.1%Added
Goldman Sachs Group Inc284,316$30.2M0.01%+32,816+13.0%Added
ExodusPoint Capital Management, LP282,128$29.9M0.33%+154,621+121.3%Added
Rice Hall James & Associates, LLC271,158$28.8M1.73%−19,251−6.6%Reduced
D. E. Shaw & Co., Inc.269,287$28.6M0.04%+212,617+375.2%Added
Groupama Asset Managment266,819$28.3M0.58%+62,637+30.7%Added
Retirement Systems of Alabama263,259$27.9M0.11%−850−0.3%Reduced
Interval Partners, LP255,043$27.1M0.79%+60,043+30.8%Added
J. Goldman & Co LP248,769$26.4M0.98%+248,769New
Royal Bank of Canada239,234$25.4M0.01%+32,629+15.8%Added
UBS Group AG231,775$24.6M0.01%+59,629+34.6%Added
Swiss National Bank228,500$24.3M0.02%−500−0.2%Reduced
New York State Common Retirement Fund217,765$23.1M0.03%+3,341+1.6%Added
Arnhold LLC210,719$22.4M2.36%−682−0.3%Reduced
Westwood Holdings Group Inc.205,196$21.8M0.10%+57,192+38.6%Added
California Public Employees Retirement System204,546$21.7M0.02%−5,801−2.8%Reduced
Legal & General Group Plc186,471$19.8M0.01%−995−0.5%Reduced
Manufacturers Life Insurance Company, The162,985$17.3M0.02%+68,963+73.3%Added
Mesirow Institutional Investment Management, Inc.156,318$16.6M1.46%+1,400+0.9%Added
Renaissance Technologies LLC155,820$16.5M0.03%+155,820New
Waratah Capital Advisors Ltd.149,854$15.9M0.96%−13,279−8.1%Reduced
Corebridge Financial, Inc.148,524$15.8M0.09%+148,524New
Raymond James & Associates145,167$15.4M0.01%+4,397+3.1%Added
Russell Investments Group, Ltd.139,738$14.8M0.02%−3,081−2.2%Reduced
Tritonpoint Wealth, LLC131,653$14.0M1.35%−4,632−3.4%Reduced
National Bank of Canada132,693$14.0M0.02%−2,295−1.7%Reduced
Tocqueville Asset Management L.P.128,200$13.6M0.22%+26,275+25.8%Added
Jane Street Group, LLC126,124$13.4M0.01%+35,567+39.3%Added
Arvin Capital Management LP121,520$12.9M5.55%+9,870+8.8%Added
SEI Investments Co121,374$12.9M0.02%+16,344+15.6%Added
New York State Teachers Retirement System119,289$12.7M0.03%−789−0.7%Reduced
Schonfeld Strategic Advisors LLC114,669$12.2M0.09%−176,148−60.6%Reduced
Scout Investments, Inc.114,153$12.1M0.33%+64,153+128.3%Added
Jacobs Levy Equity Management, Inc113,769$12.1M0.05%+104,105+1,077.2%Added
California State Teachers Retirement System113,243$12.0M0.01%−2,736−2.4%Reduced
State Board of Administration of Florida Retirement System105,759$11.2M0.02%−3,088−2.8%Reduced
Moore Capital Management, LP104,728$11.1M0.24%+35,367+51.0%Added
Thornburg Investment Management Inc102,900$10.9M0.15%−4,247−4.0%Reduced
Hudson Bay Capital Management LP101,415$10.8M0.08%+51,818+104.5%Added
Hill City Capital, LP100,000$10.6M0.76%00.0%Unchanged
State of Wisconsin Investment Board99,979$10.6M0.03%+2,324+2.4%Added
Kailix Advisors LLC98,147$10.5M6.61%+98,147New
Redmond Asset Management, LLC98,478$10.5M3.44%−785−0.8%Reduced
Great West Life Assurance Co88,174$9.36M0.02%+9,085+11.5%Added
Lagoda Investment Management, L.P.82,740$8.78M5.05%−90−0.1%Reduced
Tudor Investment Corp Et Al81,234$8.62M0.10%+81,234New
Castleark Management LLC78,344$8.32M0.34%−660−0.8%Reduced
Envestnet Asset Management Inc74,489$7.91M0.00%+18,186+32.3%Added
Raymond James Financial Services Advisors, Inc.73,781$7.83M0.01%+7,334+11.0%Added
Mutual of America Capital Management LLC66,606$7.07M0.08%−2,578−3.7%Reduced
MetLife Investment Management66,521$7.06M0.04%+2,775+4.4%Added