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, 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 |
|---|---|---|---|---|---|
| Janney Capital Management LLC | 4,708 | $506.0K | 0.03% | −192−3.9% | Reduced |
| Paradigm Financial Partners, LLC | 3,375 | $504.6K | 0.07% | +885+35.5% | Added |
| Promethium Advisors,llc | 4,606 | $495.2K | 0.35% | +4,606 | New |
| Shelton Capital Management | 4,599 | $494.4K | 0.01% | −132−2.8% | Reduced |
| Franklin Resources Inc | 4,244 | $493.3K | 0.00% | −53,166−92.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,572 | $491.5K | 0.03% | +640+16.3% | Added |
| SageView Advisory Group, LLC | 4,530 | $487.0K | 0.02% | −346−7.1% | Reduced |
| Okabena Investment Services Inc | 4,461 | $479.6K | 0.14% | +4,461 | New |
| Guerra Pan Advisors, LLC | 4,436 | $476.9K | 0.38% | 00.0% | Unchanged |
| Ballast, Inc. | 4,390 | $472.0K | 0.13% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4,310 | $463.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 4,278 | $459.9K | 0.00% | +215+5.3% | Added |
| Lazard Asset Management LLC | 4,237 | $455.0K | 0.00% | +2,139+102.0% | Added |
| Global Retirement Partners, LLC | 4,224 | $454.1K | 0.01% | +157+3.9% | Added |
| CIBC Private Wealth Group, LLC | 4,209 | $452.5K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 4,132 | $444.2K | 0.02% | −4,809−53.8% | Reduced |
| Patten & Patten Inc | 4,100 | $440.8K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,043 | $434.7K | 0.01% | +1,985+96.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,000 | $430.0K | 0.13% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4,000 | $430.0K | 0.09% | 00.0% | Unchanged |
| Teza Capital Management LLC | 3,962 | $426.0K | 0.05% | −2,253−36.3% | Reduced |
| QRG Capital Management, Inc. | 3,962 | $426.0K | 0.00% | +322+8.8% | Added |
| Natixis Investment Managers International | 3,920 | $421.4K | 0.03% | +3,920 | New |
| IMA Wealth, Inc. | 3,912 | $420.6K | 0.09% | +3,912 | New |
| Argent Trust Co | 3,865 | $415.5K | 0.02% | 00.0% | Unchanged |
| American Trust | 3,813 | $409.9K | 0.03% | −158−4.0% | Reduced |
| Vident Advisory, LLC | 3,804 | $409.0K | 0.01% | +1,270+50.1% | Added |
| Private Advisor Group, LLC | 3,747 | $402.8K | 0.00% | −169−4.3% | Reduced |
| Nebula Research & Development LLC | 3,667 | $394.2K | 0.05% | −2,851−43.7% | Reduced |
| Avantax Advisory Services, Inc. | 3,589 | $385.9K | 0.00% | +512+16.6% | Added |
| Stablepoint Partners, LLC | 3,581 | $385.0K | 0.07% | −479−11.8% | Reduced |
| RSM US Wealth Management LLC | 3,582 | $381.0K | 0.01% | +3,582 | New |
| Amundi | 3,544 | $380.7K | 0.00% | +3,479+5,352.3% | Added |
| Cerity Partners LLC | 3,531 | $379.6K | 0.00% | +70+2.0% | Added |
| PFG Investments, LLC | 3,482 | $374.4K | 0.02% | +145+4.3% | Added |
| Bleakley Financial Group, LLC | 3,348 | $359.9K | 0.01% | +71+2.2% | Added |
| CIBC Asset Management Inc | 3,343 | $359.4K | 0.00% | +116+3.6% | Added |
| Atria Wealth Solutions, Inc. | 3,304 | $355.2K | 0.00% | −617−15.7% | Reduced |
| Silvercrest Asset Management Group LLC | 3,274 | $352.0K | 0.00% | +34+1.0% | Added |
| Cynosure Management, LLC | 3,250 | $349.4K | 0.05% | −339−9.4% | Reduced |
| Gables Capital Management Inc. | 3,244 | $348.8K | 0.18% | +10+0.3% | Added |
| AE Wealth Management LLC | 3,208 | $344.9K | 0.00% | +237+8.0% | Added |
| Virtu Financial LLC | 3,180 | $342.0K | 0.02% | −1,559−32.9% | Reduced |
| Profund Advisors LLC | 3,139 | $337.5K | 0.01% | −46−1.4% | Reduced |
| Anchor Capital Advisors LLC | 3,130 | $336.5K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,114 | $334.8K | 0.00% | +544+21.2% | Added |
| Orion Portfolio Solutions, LLC | 3,114 | $334.8K | 0.00% | +544+21.2% | Added |
| KBC Group NV | 3,109 | $334.0K | 0.00% | +211+7.3% | Added |
| Bridgefront Capital, LLC | 3,082 | $331.3K | 0.13% | −295−8.7% | Reduced |
| Nisa Investment Advisors, LLC | 3,046 | $327.5K | 0.00% | +5+0.2% | Added |
| Quadrant Capital Group LLC | 2,925 | $314.5K | 0.02% | +103+3.6% | Added |
| Perpetual Ltd | 2,906 | $312.4K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 2,886 | $310.3K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,864 | $307.9K | 0.01% | −67−2.3% | Reduced |
| International Assets Investment Management, LLC | 32,038 | $298.0K | 0.00% | +31,700+9,378.7% | Added |
| Embree Financial Group | 2,595 | $279.0K | 0.05% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,557 | $274.9K | 0.01% | +282+12.4% | Added |
| Winton Group Ltd | 2,552 | $274.4K | 0.02% | +2,552 | New |
| Principal Securities, Inc. | 2,461 | $264.6K | 0.01% | +1,306+113.1% | Added |
| First American Trust, FSB | 2,439 | $262.2K | 0.03% | −5−0.2% | Reduced |
| Penn Capital Management Co Inc | 2,438 | $262.1K | 0.02% | −52−2.1% | Reduced |
| Qsemble Capital Management, LP | 2,395 | $257.5K | 0.05% | +2,395 | New |
| Deerfield Management Company, L.P. (Series C) | 2,386 | $256.5K | 0.00% | +2,386 | New |
| Stephens Inc | 2,377 | $255.6K | 0.00% | +142+6.4% | Added |
| Coldstream Capital Management Inc | 2,239 | $245.0K | 0.01% | +107+5.0% | Added |
| Greenleaf Trust | 2,260 | $243.0K | 0.00% | −33−1.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,250 | $241.9K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 2,234 | $240.2K | 0.09% | +2,234 | New |
| Belpointe Asset Management LLC | 2,202 | $236.7K | 0.01% | −631−22.3% | Reduced |
| Ariston Services Group | 2,199 | $236.4K | 0.21% | +2,199 | New |
| Lighthouse Investment Partners, LLC | 2,173 | $233.6K | 0.01% | +2,173 | New |
| TownSquare Capital, LLC | 2,158 | $232.0K | 0.00% | +2,158 | New |
| MML Investors Services, LLC | 2,159 | $232.0K | 0.00% | +176+8.9% | Added |
| Forum Financial Management, LP | 2,141 | $230.2K | 0.00% | +3+0.1% | Added |
| Colonial River Wealth Management, LLC | 2,136 | $229.6K | 0.11% | +2,136 | New |
| Park Avenue Securities LLC | 2,132 | $229.0K | 0.00% | +37+1.8% | Added |
| Axxcess Wealth Management, LLC | 2,128 | $228.8K | 0.01% | +2,128 | New |
| Net Worth Advisory Group | 2,120 | $228.0K | 0.07% | +2,120 | New |
| Two Sigma Securities, LLC | 2,116 | $227.5K | 0.02% | −12,921−85.9% | Reduced |
| First Manhattan Co | 2,106 | $226.4K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 2,095 | $225.2K | 0.00% | +2,095 | New |
| Sterling Capital Management LLC | 2,087 | $224.4K | 0.00% | +2,087 | New |
| Fortem Financial Group, LLC | 2,028 | $218.0K | 0.09% | −1,495−42.4% | Reduced |
| HighPoint Advisor Group LLC | 1,668 | $217.2K | 0.01% | +1,668 | New |
| Cassaday & Co Wealth Management LLC | 2,000 | $215.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 2,000 | $215.0K | 0.07% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 2,000 | $215.0K | 0.01% | +2,000 | New |
| Essex Financial Services, Inc. | 1,919 | $212.7K | 0.02% | −25−1.3% | Reduced |
| Commerce Bank | 1,956 | $210.3K | 0.00% | +1,956 | New |
| Guggenheim Capital LLC | 1,953 | $210.0K | 0.00% | −294−13.1% | Reduced |
| Perennial Investment Advisors, LLC | 1,939 | $208.5K | 0.03% | −44−2.2% | Reduced |
| Atomi Financial Group, Inc. | 1,908 | $205.1K | 0.01% | +1,908 | New |
| Sanctuary Advisors, LLC | 1,353 | $201.6K | 0.00% | +1,353 | New |
| Northwestern Mutual Wealth Management Co | 1,863 | $200.3K | 0.00% | +115+6.6% | Added |
| Catalyst Funds Management Pty Ltd | 1,800 | $193.5K | 0.04% | +1,800 | New |
| IFP Advisors, Inc | 1,584 | $170.3K | 0.01% | +1,046+194.4% | Added |
| Danske Bank A/S | 1,500 | $161.3K | 0.00% | −1,473−49.5% | Reduced |
| New Potomac Partners, LLC | 1,500 | $161.3K | 0.08% | +1,500 | New |
| Signaturefd, LLC | 1,311 | $140.9K | 0.00% | +715+120.0% | Added |
| Continuum Advisory, LLC | 900 | $134.0K | 0.02% | +305+51.3% | Added |