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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Mendota Financial Group, LLC | 1 | $108 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $215 | 0.00% | +2 | New |
| Capital Performance Advisors LLP | 2 | $215 | 0.00% | +2 | New |
| Bokf, NA | 3 | $318 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $323 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $323 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $538 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 5 | $538 | 0.00% | +5 | New |
| Claris Advisors, LLC | 6 | $645 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $646 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $753 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7 | $753 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 8 | $861 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12 | $1.29K | 0.00% | −1−7.7% | Reduced |
| AdvisorNet Financial, Inc | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $1.72K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $1.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 19 | $2.04K | 0.00% | −600−96.9% | Reduced |
| CVA Family Office, LLC | 19 | $2.04K | 0.00% | +4+26.7% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $2.15K | 0.00% | −1−4.8% | Reduced |
| Rothschild Investment LLC | 21 | $2.26K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $2.37K | 0.00% | +8+57.1% | Added |
| SJS Investment Consulting Inc. | 23 | $2.47K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $2.69K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 26 | $2.79K | 0.00% | −52−66.7% | Reduced |
| Private Wealth Management Group, LLC | 28 | $3.01K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 30 | $3.23K | 0.00% | +30 | New |
| Olistico Wealth, LLC | 30 | $3.23K | 0.00% | +30 | New |
| Cetera Trust Company, N.A | 35 | $3.76K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 35 | $3.76K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 37 | $3.98K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $4.30K | 0.00% | +40 | New |
| Truvestments Capital LLC | 43 | $4.62K | 0.00% | +43 | New |
| Venturi Wealth Management, LLC | 44 | $4.73K | 0.00% | −27−38.0% | Reduced |
| Farmers & Merchants Investments Inc | 47 | $5.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $5.16K | 0.00% | +4+9.1% | Added |
| First Horizon Advisors, Inc. | 55 | $5.91K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 68 | $7.31K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 69 | $7.42K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $7.53K | 0.00% | +70 | New |
| Plante Moran Financial Advisors, LLC | 72 | $7.74K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 65 | $8.00K | 0.00% | +65 | New |
| Creative Financial Designs Inc | 76 | $8.17K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 79 | $8.49K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 89 | $9.57K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 90 | $9.68K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $10.2K | 0.00% | −3−3.1% | Reduced |
| Harbor Investment Advisory, LLC | 98 | $10.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 101 | $10.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 101 | $11.0K | 0.01% | −1−1.0% | Reduced |
| TD Waterhouse Canada Inc. | 110 | $11.7K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 110 | $11.8K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 121 | $13.0K | 0.00% | +121 | New |
| Hexagon Capital Partners LLC | 127 | $13.7K | 0.00% | −18−12.4% | Reduced |
| NBT Bank N A | 129 | $13.9K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 126 | $14.0K | 0.00% | +3+2.4% | Added |
| Compass Wealth Management LLC | 150 | $16.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 151 | $16.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 156 | $16.8K | 0.00% | −1−0.6% | Reduced |
| Country Trust Bank | 163 | $17.5K | 0.00% | −162−49.8% | Reduced |
| Contravisory Investment Management, Inc. | 165 | $17.7K | 0.00% | +165 | New |
| AlphaMark Advisors, LLC | 177 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 177 | $19.0K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 185 | $19.9K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 188 | $20.2K | 0.00% | +80+74.1% | Added |
| Sandy Spring Bank | 192 | $20.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 195 | $21.0K | 0.00% | +50+34.5% | Added |
| Westside Investment Management, Inc. | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 209 | $22.0K | 0.00% | −207−49.8% | Reduced |
| Quest Partners LLC | 205 | $22.0K | 0.00% | −59−22.3% | Reduced |
| Smartleaf Asset Management LLC | 205 | $22.9K | 0.00% | +150+272.7% | Added |
| Parallel Advisors, LLC | 231 | $24.8K | 0.00% | +3+1.3% | Added |
| JFS Wealth Advisors, LLC | 235 | $25.3K | 0.00% | +2+0.9% | Added |
| ORG Wealth Partners, LLC | 237 | $25.5K | 0.01% | +237 | New |
| Farther Finance Advisors, LLC | 239 | $25.7K | 0.00% | +12+5.3% | Added |
| Riverview Trust Co | 251 | $27.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 260 | $28.0K | 0.00% | +15+6.1% | Added |
| Motco | 269 | $28.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 290 | $31.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 297 | $31.9K | 0.00% | −31−9.5% | Reduced |
| Chesapeake Asset Management LLC | 300 | $32.3K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 303 | $32.6K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 317 | $34.1K | 0.01% | −36−10.2% | Reduced |
| Private Trust Co NA | 330 | $35.5K | 0.00% | +46+16.2% | Added |
| Nomura Asset Management Co Ltd | 340 | $36.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 374 | $40.2K | 0.01% | +236+171.0% | Added |