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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, Q3 2024

Institutional positions in XPO, Inc. as of Sep 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
530
+26 vs. Q2 2024
Shares held
116.5M
+15.1M (+14.9%) vs. Q2 2024
Total value
$12.5B
+$1.75B (+16.3%) vs. Q2 2024
New holders
77
166 more added
Sold out
51
175 more reduced

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 530 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 heldQ3 2024: $12.5B
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, Q3 2024

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q2 2024.

Institutions holding XPO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Research Global Investors11,516,276$1.24B0.26%+541,721+4.9%Added
MFN Partners Management, LP11,425,369$1.23B24.22%00.0%Unchanged
Vanguard Group Inc10,955,533$1.18B0.02%−20,023−0.2%Reduced
BlackRock, Inc.10,857,037$1.17B0.02%+10,857,037New
Capital World Investors6,148,882$661.1M0.10%+1,560,512+34.0%Added
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners4,711,042$506.5M9.78%+2,153,042+84.2%Added
Orbis Allan Gray Ltd3,841,399$413.0M2.19%−321,278−7.7%Reduced
State Street Corp3,477,846$373.9M0.02%+37,486+1.1%Added
Cercano Management LLC3,142,027$337.8M8.08%00.0%Unchanged
Clearbridge Investments, LLC2,752,368$295.9M0.23%+264,158+10.6%Added
FMR LLC2,515,013$270.4M0.02%−345,664−12.1%Reduced
Geode Capital Management, LLC1,981,642$213.1M0.02%−6,324−0.3%Reduced
FIL Ltd1,642,495$176.6M0.16%−136,836−7.7%Reduced
Bank of America Corp1,613,579$173.5M0.02%+548,525+51.5%Added
Massachusetts Financial Services Co1,537,526$165.3M0.05%+10,318+0.7%Added
Invesco Ltd.1,437,600$154.6M0.03%−59,537−4.0%Reduced
Morgan Stanley1,423,822$153.1M0.01%+616,900+76.5%Added
Findlay Park Partners LLP1,411,300$151.7M1.43%+91,800+7.0%Added
Dimensional Fund Advisors LP1,277,644$137.4M0.03%−222,724−14.8%Reduced
Frontier Capital Management Co LLC1,194,714$128.4M1.21%+170,245+16.6%Added
Ameriprise Financial Inc1,192,342$128.2M0.03%+92,245+8.4%Added
Alliancebernstein L.P.1,096,404$117.9M0.04%+253,625+30.1%Added
Norges Bank958,393$103.0M0.01%−573,506−37.4%Reduced
Charles Schwab Investment Management Inc899,735$96.7M0.02%−16,376−1.8%Reduced
American Century Companies Inc885,110$95.2M0.06%+253,977+40.2%Added
Balyasny Asset Management LLC823,864$88.6M0.23%−926,503−52.9%Reduced
Northern Trust Corp811,764$87.3M0.01%+3,466+0.4%Added
Channing Capital Management, LLC805,199$86.6M2.21%+42,134+5.5%Added
Bank of New York Mellon Corp795,150$85.5M0.02%−104,508−11.6%Reduced
Interval Partners, LP790,171$85.0M2.43%+535,128+209.8%Added
Hood River Capital Management LLC770,115$82.8M1.34%+185,915+31.8%Added
Anomaly Capital Management, LP720,629$77.5M2.76%+720,629New
JPMorgan Chase & Co698,831$75.1M0.01%+130,986+23.1%Added
Holocene Advisors, LP683,931$73.5M0.30%+259,727+61.2%Added
Manufacturers Life Insurance Company, The553,305$59.5M0.05%+390,320+239.5%Added
Primecap Management Co551,100$59.2M0.04%00.0%Unchanged
Wells Fargo & Company529,904$57.0M0.01%+18,971+3.7%Added
Price T Rowe Associates Inc500,958$53.9M0.01%+33,504+7.2%Added
Principal Financial Group Inc480,669$51.7M0.03%+91,973+23.7%Added
Spears Abacus Advisors LLC472,737$50.8M1.00%+472,737New
Hennessy Advisors Inc433,300$46.6M1.49%+53,900+14.2%Added
Douglas Lane & Associates, LLC420,256$45.2M0.62%−32,017−7.1%Reduced
Citadel Advisors LLC397,969$42.8M0.04%−1,053,767−72.6%Reduced
Federated Hermes, Inc.366,693$39.4M0.09%−99,935−21.4%Reduced
Nuveen Asset Management, LLC359,836$38.7M0.01%−4,595−1.3%Reduced
Forest Avenue Capital Management LP356,211$38.3M4.65%+65,742+22.6%Added
Hauser Brothers GmbH347,100$37.3M28.66%−15,000−4.1%Reduced
Goldman Sachs Group Inc346,375$37.2M0.01%+62,059+21.8%Added
Rhumbline Advisers335,396$36.1M0.03%−2,137−0.6%Reduced
Fishman Jay A Ltd320,068$34.4M3.42%+2,225+0.7%Added
Westwood Holdings Group Inc.265,639$28.6M0.12%+60,443+29.5%Added
UBS Asset Management Americas Inc262,945$28.3M0.01%−21,473−7.5%Reduced
Rice Hall James & Associates, LLC262,539$28.2M1.53%−8,619−3.2%Reduced
Hawk Ridge Capital Management LP261,541$28.1M1.21%+211,339+421.0%Added
J. Goldman & Co LP258,071$27.7M1.20%+9,302+3.7%Added
Retirement Systems of Alabama252,005$27.1M0.10%−11,254−4.3%Reduced
Royal Bank of Canada233,803$25.1M0.01%−5,431−2.3%Reduced
Groupama Asset Managment289,761$25.0M0.65%+22,942+8.6%Added
Caisse de Depot Et Placement du Quebec229,870$24.7M0.05%−257,539−52.8%Reduced
Swiss National Bank227,200$24.4M0.02%−1,300−0.6%Reduced
New York State Common Retirement Fund216,011$23.2M0.03%−1,754−0.8%Reduced
Neuberger Berman Group LLC211,037$22.7M0.02%+149,853+244.9%Added
Arnhold LLC210,302$22.6M2.19%−417−0.2%Reduced
ExodusPoint Capital Management, LP202,882$21.8M0.22%−79,246−28.1%Reduced
Legal & General Group Plc196,603$21.1M0.01%+10,132+5.4%Added
First Trust Advisors LP170,816$18.4M0.02%+114,673+204.3%Added
Renaissance Technologies LLC169,620$18.2M0.03%+13,800+8.9%Added
Vaughan Nelson Investment Management, L.P.168,090$18.1M0.16%+168,090New
Millennium Management LLC160,673$17.3M0.01%−709,855−81.5%Reduced
Waratah Capital Advisors Ltd.154,057$16.6M0.99%+4,203+2.8%Added
SEI Investments Co153,779$16.5M0.02%+32,405+26.7%Added
California Public Employees Retirement System151,183$16.3M0.01%−53,363−26.1%Reduced
Susquehanna International Group, LLP143,106$15.4M0.03%+143,106New
Arvin Capital Management LP140,351$15.1M6.37%+18,831+15.5%Added
Corebridge Financial, Inc.138,968$14.9M0.08%−9,556−6.4%Reduced
Qube Research & Technologies Ltd134,520$14.5M0.03%−1,152,539−89.5%Reduced
Tritonpoint Wealth, LLC129,304$14.4M1.32%−2,349−1.8%Reduced
Raymond James & Associates133,823$14.4M0.01%−11,344−7.8%Reduced
National Bank of Canada132,288$14.2M0.02%−405−0.3%Reduced
Tocqueville Asset Management L.P.129,950$14.0M0.22%+1,750+1.4%Added
Barclays PLC126,468$13.6M0.01%−177,805−58.4%Reduced
Hudson Bay Capital Management LP124,099$13.3M0.09%+22,684+22.4%Added
Russell Investments Group, Ltd.122,505$13.2M0.02%−17,233−12.3%Reduced
New York State Teachers Retirement System117,706$12.7M0.03%−1,583−1.3%Reduced
UBS Group AG114,019$12.3M0.00%−117,756−50.8%Reduced
California State Teachers Retirement System109,955$11.8M0.01%−3,288−2.9%Reduced
Tudor Investment Corp Et Al106,562$11.5M0.13%+25,328+31.2%Added
State Board of Administration of Florida Retirement System105,759$11.4M0.02%00.0%Unchanged
Macquarie Group Ltd104,439$11.2M0.01%+74,990+254.6%Added
Thornburg Investment Management Inc102,909$11.1M0.14%+90.0%Added
Hill City Capital, LP100,000$10.8M0.71%00.0%Unchanged
State of Wisconsin Investment Board99,241$10.7M0.03%−738−0.7%Reduced
Envestnet Asset Management Inc98,588$10.6M0.00%+24,099+32.4%Added
Redmond Asset Management, LLC96,130$10.3M3.24%−2,348−2.4%Reduced
Driehaus Capital Management LLC95,434$10.3M0.09%+95,434New
Capital Fund Management S.A.94,067$10.1M0.11%+94,067New
Great West Life Assurance Co92,545$9.95M0.02%+4,371+5.0%Added
Jag Capital Management, LLC90,457$9.73M1.18%+88,037+3,637.9%Added
Adage Capital Partners GP, L.L.C.89,363$9.61M0.02%+89,363New
Scout Investments, Inc.83,114$9.60M0.25%−31,039−27.2%Reduced