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, Q1 2025
Institutional positions in XPO, Inc. as of Mar 31, 2025. 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
- 525
- −10 vs. Q4 2024
- Shares held
- 123.5M
- +6.42M (+5.5%) vs. Q4 2024
- Total value
- $13.3B
- −$2.07B (−13.5%) vs. Q4 2024
- New holders
- 69
- 189 more added
- Sold out
- 79
- 170 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 14,512,007 | $1.56B | 0.34% | +870,045+6.4% | Added |
| BlackRock, Inc. | 12,290,074 | $1.32B | 0.03% | +477,077+4.0% | Added |
| MFN Partners Management, LP | 11,425,369 | $1.23B | 28.89% | 00.0% | Unchanged |
| Vanguard Group Inc | 10,969,884 | $1.18B | 0.02% | −65,042−0.6% | Reduced |
| Capital World Investors | 9,673,779 | $1.04B | 0.17% | +1,919,896+24.8% | Added |
| State Street Corp | 3,658,617 | $393.6M | 0.02% | +57,076+1.6% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 3,052,186 | $328.4M | 5.03% | +1,018,348+50.1% | Added |
| Orbis Allan Gray Ltd | 2,697,161 | $290.2M | 1.66% | −294,230−9.8% | Reduced |
| Clearbridge Investments, LLC | 2,506,266 | $269.6M | 0.24% | −151,095−5.7% | Reduced |
| FMR LLC | 2,486,888 | $267.5M | 0.02% | −119,377−4.6% | Reduced |
| Cercano Management LLC | 2,159,973 | $232.4M | 6.83% | −141,514−6.1% | Reduced |
| Geode Capital Management, LLC | 2,113,028 | $227.4M | 0.02% | +129,003+6.5% | Added |
| T. Rowe Price Investment Management, Inc. | 2,073,352 | $223.1M | 0.15% | +306,928+17.4% | Added |
| Durable Capital Partners LP | 2,005,297 | $215.7M | 1.93% | +1,426,394+246.4% | Added |
| JPMorgan Chase & Co | 1,634,578 | $175.8M | 0.01% | +876,230+115.5% | Added |
| Findlay Park Partners LLP | 1,572,500 | $169.2M | 1.74% | +163,300+11.6% | Added |
| Morgan Stanley | 1,522,586 | $163.8M | 0.01% | −24,144−1.6% | Reduced |
| Norges Bank | 1,446,939 | $155.7M | 0.02% | +7,303+0.5% | Added |
| FIL Ltd | 1,435,211 | $154.4M | 0.15% | +808,418+129.0% | Added |
| Invesco Ltd. | 1,285,764 | $138.3M | 0.03% | −577,514−31.0% | Reduced |
| Dimensional Fund Advisors LP | 1,257,389 | $135.3M | 0.03% | −13,788−1.1% | Reduced |
| Frontier Capital Management Co LLC | 1,181,111 | $127.1M | 1.39% | −58,457−4.7% | Reduced |
| Massachusetts Financial Services Co | 1,174,679 | $126.4M | 0.04% | −83,925−6.7% | Reduced |
| Bank of America Corp | 1,042,003 | $112.1M | 0.01% | +160,423+18.2% | Added |
| Ameriprise Financial Inc | 1,029,108 | $110.7M | 0.03% | −133,063−11.4% | Reduced |
| Northern Trust Corp | 1,004,022 | $108.0M | 0.02% | −4,102−0.4% | Reduced |
| UBS Group AG | 914,274 | $98.4M | 0.02% | +180,040+24.5% | Added |
| Charles Schwab Investment Management Inc | 877,042 | $94.4M | 0.02% | −11,189−1.3% | Reduced |
| Alliancebernstein L.P. | 831,579 | $89.5M | 0.03% | −217,931−20.8% | Reduced |
| Holocene Advisors, LP | 811,634 | $87.3M | 0.26% | −55,458−6.4% | Reduced |
| Hood River Capital Management LLC | 794,788 | $85.5M | 1.46% | −3,755−0.5% | Reduced |
| Bank of New York Mellon Corp | 764,003 | $82.2M | 0.02% | −17,185−2.2% | Reduced |
| Raymond James Financial Inc | 760,086 | $81.8M | 0.03% | +65,023+9.4% | Added |
| American Century Companies Inc | 646,239 | $69.5M | 0.04% | −80,165−11.0% | Reduced |
| Freestone Grove Partners LP | 554,526 | $59.7M | 0.61% | +523,623+1,694.4% | Added |
| BNP Paribas Arbitrage, SA | 551,539 | $59.3M | 0.05% | +493,736+854.2% | Added |
| Primecap Management Co | 540,250 | $58.1M | 0.05% | −1,950−0.4% | Reduced |
| Wells Fargo & Company | 529,327 | $56.9M | 0.01% | −3,188−0.6% | Reduced |
| Forest Avenue Capital Management LP | 470,917 | $50.7M | 6.92% | −86,120−15.5% | Reduced |
| Neuberger Berman Group LLC | 460,485 | $49.5M | 0.04% | +95,874+26.3% | Added |
| Principal Financial Group Inc | 447,893 | $48.2M | 0.03% | −39,753−8.2% | Reduced |
| Groupama Asset Managment | 437,403 | $46.8M | 0.94% | +57,254+15.1% | Added |
| Cartenna Capital, LP | 400,000 | $43.0M | 3.47% | +400,000 | New |
| Spears Abacus Advisors LLC | 394,503 | $42.4M | 0.91% | −4,516−1.1% | Reduced |
| Schroder Investment Management Group | 351,341 | $37.6M | 0.04% | +351,341 | New |
| Rhumbline Advisers | 338,680 | $36.4M | 0.03% | +2,296+0.7% | Added |
| One Madison Group LLC | 336,627 | $36.2M | 4.73% | +4,627+1.4% | Added |
| J. Goldman & Co LP | 324,240 | $34.9M | 1.24% | +324,240 | New |
| Goldman Sachs Group Inc | 317,377 | $34.1M | 0.01% | −48,567−13.3% | Reduced |
| Douglas Lane & Associates, LLC | 316,165 | $34.0M | 0.50% | −34,306−9.8% | Reduced |
| Nuveen, LLC | 315,714 | $34.0M | 0.01% | +315,714 | New |
| Qube Research & Technologies Ltd | 305,645 | $32.9M | 0.05% | +63,556+26.3% | Added |
| UBS Asset Management Americas Inc | 302,969 | $32.6M | 0.01% | +10,665+3.6% | Added |
| Fishman Jay A Ltd | 300,476 | $32.3M | 3.53% | −16,615−5.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 296,225 | $31.9M | 0.32% | −108,610−26.8% | Reduced |
| Manufacturers Life Insurance Company, The | 295,924 | $31.8M | 0.03% | +209,808+243.6% | Added |
| Royal Bank of Canada | 290,272 | $31.2M | 0.01% | +29,127+11.2% | Added |
| Hawk Ridge Capital Management LP | 289,588 | $31.2M | 1.47% | +39,500+15.8% | Added |
| Price T Rowe Associates Inc | 288,679 | $31.1M | 0.00% | −188,670−39.5% | Reduced |
| Federated Hermes, Inc. | 285,820 | $30.7M | 0.07% | −38,410−11.8% | Reduced |
| Renaissance Technologies LLC | 268,520 | $28.9M | 0.04% | +31,100+13.1% | Added |
| Retirement Systems of Alabama | 248,661 | $26.8M | 0.10% | +1,164+0.5% | Added |
| Rice Hall James & Associates, LLC | 244,775 | $26.3M | 1.55% | −4,147−1.7% | Reduced |
| Swiss National Bank | 225,500 | $24.3M | 0.02% | −3,400−1.5% | Reduced |
| Hudson Bay Capital Management LP | 221,872 | $23.9M | 0.15% | +216,854+4,321.5% | Added |
| Caisse de Depot Et Placement du Quebec | 211,610 | $22.8M | 0.05% | +46,987+28.5% | Added |
| Legal & General Group Plc | 190,076 | $20.4M | 0.01% | +4,448+2.4% | Added |
| Hauser Brothers GmbH | 189,600 | $20.4M | 19.43% | −62,700−24.9% | Reduced |
| First Trust Advisors LP | 185,502 | $20.0M | 0.02% | +180,414+3,545.9% | Added |
| Waratah Capital Advisors Ltd. | 184,635 | $19.9M | 1.35% | +47,239+34.4% | Added |
| Westwood Holdings Group Inc. | 184,411 | $19.8M | 0.15% | +33,214+22.0% | Added |
| Millennium Management LLC | 172,220 | $18.5M | 0.02% | −304,076−63.8% | Reduced |
| Greenstone Partners & Co., LLC | 170,009 | $18.3M | 4.86% | +170,009 | New |
| Arnhold LLC | 165,739 | $17.8M | 1.80% | 00.0% | Unchanged |
| TD Asset Management Inc | 163,000 | $17.5M | 0.02% | +29,000+21.6% | Added |
| Walleye Capital LLC | 160,360 | $17.3M | 0.19% | +59,511+59.0% | Added |
| Tocqueville Asset Management L.P. | 142,625 | $15.3M | 0.25% | +12,625+9.7% | Added |
| National Bank of Canada | 133,658 | $14.4M | 0.02% | −590.0% | Reduced |
| California Public Employees Retirement System | 132,107 | $14.2M | 0.01% | −47,160−26.3% | Reduced |
| Citigroup Inc | 131,419 | $14.1M | 0.01% | +597+0.5% | Added |
| Corebridge Financial, Inc. | 130,741 | $14.1M | 0.08% | −2,270−1.7% | Reduced |
| Tritonpoint Wealth, LLC | 123,801 | $13.3M | 1.27% | −1,655−1.3% | Reduced |
| SEI Investments Co | 122,836 | $13.2M | 0.02% | +15,262+14.2% | Added |
| New York State Teachers Retirement System | 113,999 | $12.3M | 0.03% | −162−0.1% | Reduced |
| California State Teachers Retirement System | 107,544 | $11.6M | 0.01% | −1,215−1.1% | Reduced |
| Arvin Capital Management LP | 105,849 | $11.4M | 4.19% | +21,063+24.8% | Added |
| State Board of Administration of Florida Retirement System | 104,239 | $11.2M | 0.02% | −280−0.3% | Reduced |
| Macquarie Group Ltd | 104,237 | $11.2M | 0.01% | −14,403−12.1% | Reduced |
| Thornburg Investment Management Inc | 95,498 | $10.3M | 0.14% | −7,379−7.2% | Reduced |
| Envestnet Asset Management Inc | 93,023 | $10.0M | 0.00% | −13,501−12.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 92,382 | $9.94M | 0.02% | +92,382 | New |
| MetLife Investment Management | 92,119 | $9.91M | 0.05% | +21,502+30.4% | Added |
| Channing Capital Management, LLC | 88,538 | $9.52M | 0.29% | −20,328−18.7% | Reduced |
| Great West Life Assurance Co | 86,311 | $9.28M | 0.02% | −6,284−6.8% | Reduced |
| Barclays PLC | 85,706 | $9.22M | 0.00% | −14,745−14.7% | Reduced |
| Russell Investments Group, Ltd. | 84,308 | $9.07M | 0.01% | −14,807−14.9% | Reduced |
| GCM Grosvenor Holdings, LLC | 82,300 | $8.85M | 1.37% | +82,300 | New |
| Redmond Asset Management, LLC | 77,975 | $8.39M | 2.16% | +359+0.5% | Added |
| State of Wisconsin Investment Board | 75,707 | $8.14M | 0.02% | −21,561−22.2% | Reduced |
| Lagoda Investment Management, L.P. | 75,455 | $8.12M | 5.17% | −1,370−1.8% | Reduced |