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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, Q4 2024

Institutional positions in XPO, Inc. as of Dec 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
543
+20 vs. Q3 2024
Shares held
117.5M
+1.28M (+1.1%) vs. Q3 2024
Total value
$15.4B
+$2.92B (+23.4%) vs. Q3 2024
New holders
83
174 more added
Sold out
63
186 more reduced

7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 543 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 heldQ4 2024: $15.4B
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, Q4 2024

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q3 2024.

Institutions holding XPO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Research Global Investors13,641,962$1.79B0.37%+2,125,686+18.5%Added
BlackRock, Inc.11,812,997$1.55B0.03%+955,960+8.8%Added
MFN Partners Management, LP11,425,369$1.50B29.51%00.0%Unchanged
Vanguard Group Inc11,034,926$1.45B0.03%+79,393+0.7%Added
Capital World Investors7,753,883$1.02B0.15%+1,605,001+26.1%Added
State Street Corp3,601,541$472.3M0.02%+123,695+3.6%Added
Orbis Allan Gray Ltd2,991,391$392.3M2.11%−850,008−22.1%Reduced
Clearbridge Investments, LLC2,657,361$348.5M0.28%−95,007−3.5%Reduced
FMR LLC2,606,265$341.8M0.02%+91,252+3.6%Added
Cercano Management LLC2,301,487$301.8M7.69%−840,540−26.8%Reduced
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners2,033,838$266.7M4.43%−2,677,204−56.8%Reduced
Geode Capital Management, LLC1,984,025$260.3M0.02%+2,383+0.1%Added
Invesco Ltd.1,863,278$244.4M0.05%+425,678+29.6%Added
T. Rowe Price Investment Management, Inc.1,766,424$231.7M0.14%+1,766,424New
Morgan Stanley1,546,730$202.9M0.01%+122,908+8.6%Added
Norges Bank1,439,636$188.8M0.02%+481,243+50.2%Added
Findlay Park Partners LLP1,409,200$184.8M1.84%−2,100−0.1%Reduced
Dimensional Fund Advisors LP1,271,177$166.7M0.04%−6,467−0.5%Reduced
Massachusetts Financial Services Co1,258,604$165.1M0.05%−278,922−18.1%Reduced
Frontier Capital Management Co LLC1,239,568$162.6M1.54%+44,854+3.8%Added
Ameriprise Financial Inc1,162,171$152.4M0.04%−30,171−2.5%Reduced
Alliancebernstein L.P.1,049,510$137.6M0.05%−46,894−4.3%Reduced
Northern Trust Corp1,008,124$132.2M0.02%+196,360+24.2%Added
Charles Schwab Investment Management Inc888,231$116.5M0.02%−11,504−1.3%Reduced
Bank of America Corp881,580$115.6M0.01%−731,999−45.4%Reduced
Holocene Advisors, LP867,092$113.7M0.37%+183,161+26.8%Added
Hood River Capital Management LLC798,543$104.7M1.55%+28,428+3.7%Added
Bank of New York Mellon Corp781,188$102.5M0.02%−13,962−1.8%Reduced
JPMorgan Chase & Co758,348$99.5M0.01%+59,517+8.5%Added
UBS Group AG734,234$96.3M0.02%+620,215+544.0%Added
American Century Companies Inc726,404$95.3M0.05%−158,706−17.9%Reduced
Balyasny Asset Management LLC706,952$92.7M0.22%−116,912−14.2%Reduced
Citadel Advisors LLC699,208$91.7M0.08%+301,239+75.7%Added
Raymond James Financial Inc695,063$91.2M0.03%+695,063New
FIL Ltd626,793$82.2M0.08%−1,015,702−61.8%Reduced
Durable Capital Partners LP578,903$75.9M0.62%+578,903New
Forest Avenue Capital Management LP557,037$73.1M6.87%+200,826+56.4%Added
Anomaly Capital Management, LP546,658$71.7M2.12%−173,971−24.1%Reduced
Primecap Management Co542,200$71.1M0.06%−8,900−1.6%Reduced
Wells Fargo & Company532,515$69.8M0.02%+2,611+0.5%Added
Principal Financial Group Inc487,646$64.0M0.03%+6,977+1.5%Added
Price T Rowe Associates Inc477,349$62.6M0.01%−23,609−4.7%Reduced
Millennium Management LLC476,296$62.5M0.05%+315,623+196.4%Added
Natixis440,686$57.8M0.39%+440,686New
Vaughan Nelson Investment Management, L.P.404,835$53.1M0.49%+236,745+140.8%Added
Spears Abacus Advisors LLC399,019$52.3M1.07%−73,718−15.6%Reduced
Groupama Asset Managment380,149$50.4M1.03%+90,388+31.2%Added
Goldman Sachs Group Inc365,944$48.0M0.01%+19,569+5.6%Added
Neuberger Berman Group LLC364,611$47.8M0.04%+153,574+72.8%Added
Douglas Lane & Associates, LLC350,471$46.0M0.65%−69,785−16.6%Reduced
Rhumbline Advisers336,384$44.1M0.04%+988+0.3%Added
One Madison Group LLC332,000$43.5M4.99%+332,000New
Nuveen Asset Management, LLC324,524$42.6M0.01%−35,312−9.8%Reduced
Federated Hermes, Inc.324,230$42.5M0.09%−42,463−11.6%Reduced
Fishman Jay A Ltd317,091$41.6M3.90%−2,977−0.9%Reduced
UBS Asset Management Americas Inc292,304$38.3M0.01%+29,359+11.2%Added
Royal Bank of Canada261,145$34.3M0.01%+27,342+11.7%Added
Hauser Brothers GmbH252,300$33.1M23.67%−94,800−27.3%Reduced
Hawk Ridge Capital Management LP250,088$32.8M1.56%−11,453−4.4%Reduced
Rice Hall James & Associates, LLC248,922$32.6M1.79%−13,617−5.2%Reduced
Retirement Systems of Alabama247,497$32.5M0.12%−4,508−1.8%Reduced
Qube Research & Technologies Ltd242,089$31.7M0.05%+107,569+80.0%Added
Renaissance Technologies LLC237,420$31.1M0.05%+67,800+40.0%Added
Jane Street Group, LLC233,958$30.7M0.05%+153,429+190.5%Added
Swiss National Bank228,900$30.0M0.02%+1,700+0.7%Added
Susquehanna International Group, LLP202,308$26.5M0.04%+59,202+41.4%Added
Legal & General Group Plc185,628$24.3M0.01%−10,975−5.6%Reduced
California Public Employees Retirement System179,267$23.5M0.02%+28,084+18.6%Added
Arnhold LLC165,739$21.7M2.14%−44,563−21.2%Reduced
Caisse de Depot Et Placement du Quebec164,623$21.6M0.04%−65,247−28.4%Reduced
Westwood Holdings Group Inc.151,197$19.8M0.15%−114,442−43.1%Reduced
Waratah Capital Advisors Ltd.137,396$18.0M1.01%−16,661−10.8%Reduced
TD Asset Management Inc134,000$17.6M0.02%+124,328+1,285.4%Added
National Bank of Canada133,717$17.5M0.02%+1,429+1.1%Added
Corebridge Financial, Inc.133,011$17.4M0.09%−5,957−4.3%Reduced
Citigroup Inc130,822$17.2M0.02%+108,014+473.6%Added
Tocqueville Asset Management L.P.130,000$17.0M0.27%+500.0%Added
Tritonpoint Wealth, LLC125,456$16.5M1.49%−3,848−3.0%Reduced
Driehaus Capital Management LLC125,321$16.4M0.14%+29,887+31.3%Added
Macquarie Group Ltd118,640$15.6M0.02%+14,201+13.6%Added
New York State Teachers Retirement System114,161$15.0M0.03%−3,545−3.0%Reduced
Channing Capital Management, LLC108,866$14.3M0.38%−696,333−86.5%Reduced
California State Teachers Retirement System108,759$14.3M0.02%−1,196−1.1%Reduced
Jag Capital Management, LLC108,076$14.2M1.98%+17,619+19.5%Added
SEI Investments Co107,574$14.1M0.02%−46,205−30.0%Reduced
Envestnet Asset Management Inc106,524$14.0M0.00%+7,936+8.0%Added
State Board of Administration of Florida Retirement System104,519$13.7M0.03%−1,240−1.2%Reduced
Thornburg Investment Management Inc102,877$13.5M0.18%−320.0%Reduced
Walleye Capital LLC100,849$13.2M0.13%+75,291+294.6%Added
Barclays PLC100,451$13.2M0.01%−26,017−20.6%Reduced
Hill City Capital, LP100,000$13.1M0.84%00.0%Unchanged
Russell Investments Group, Ltd.99,115$13.0M0.02%−23,390−19.1%Reduced
State of Wisconsin Investment Board97,268$12.8M0.03%−1,973−2.0%Reduced
Great West Life Assurance Co92,595$12.2M0.02%+50+0.1%Added
Manufacturers Life Insurance Company, The86,116$11.3M0.01%−467,189−84.4%Reduced
Arvin Capital Management LP84,786$11.1M4.46%−55,565−39.6%Reduced
Walleye Trading LLC79,478$10.4M0.21%+56,902+252.0%Added
Redmond Asset Management, LLC77,616$10.2M2.54%−18,514−19.3%Reduced
Lagoda Investment Management, L.P.76,825$10.1M5.45%−3,320−4.1%Reduced
Schonfeld Strategic Advisors LLC75,846$9.95M0.06%+1,331+1.8%Added