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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, 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.

Institutional holdersQ1 2025: 525 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 heldQ1 2025: $13.3B
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, Q1 2025

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q4 2024.

Institutions holding XPO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SummitTX Capital, L.P.46,895$5.04M0.22%+46,895New
Woodline Partners LP47,580$5.12M0.03%+47,580New
Comerica Bank48,216$5.19M0.02%−8,391−14.8%Reduced
Maplelane Capital, LLC49,000$5.27M0.49%+19,290+64.9%Added
Janus Henderson Group PLC51,496$5.51M0.00%−2,000−3.7%Reduced
Treasurer of the State of North Carolina52,306$5.63M0.02%+2,040+4.1%Added
State of Tennessee, Treasury Department55,505$5.97M0.02%00.0%Unchanged
Amalgamated Bank55,890$6.01M0.05%−1,034−1.8%Reduced
LPL Financial LLC56,867$6.12M0.00%−17,383−23.4%Reduced
Mutual of America Capital Management LLC60,342$6.49M0.07%−1,146−1.9%Reduced
Squarepoint Ops LLC60,929$6.55M0.02%+60,929New
Voya Investment Management LLC61,037$6.57M0.01%+1,797+3.0%Added
Georgetown University61,253$6.59M2.64%+43,274+240.7%Added
New York State Common Retirement Fund62,054$6.68M0.01%+3,200+5.4%Added
Algert Global LLC63,318$6.81M0.17%+15,990+33.8%Added
Nicholas Investment Partners, LP63,679$6.85M0.71%+15,818+33.0%Added
Boothbay Fund Management, LLC67,449$7.26M0.26%+67,449New
Intech Investment Management LLC67,766$7.29M0.08%+324+0.5%Added
Bank of Montreal68,193$7.34M0.00%+35,213+106.8%Added
Schonfeld Strategic Advisors LLC68,802$7.40M0.05%−7,044−9.3%Reduced
Oppenheimer & Co Inc70,605$7.60M0.11%−223−0.3%Reduced
Empirical Capital Management, LLC73,000$7.85M5.58%+17,000+30.4%Added
Hancock Whitney Corp73,023$7.86M0.26%+5,124+7.5%Added
Jag Capital Management, LLC73,880$7.95M1.06%−34,196−31.6%Reduced
Castleark Management LLC74,414$8.01M0.28%+1,680+2.3%Added
Lagoda Investment Management, L.P.75,455$8.12M5.17%−1,370−1.8%Reduced
State of Wisconsin Investment Board75,707$8.14M0.02%−21,561−22.2%Reduced
Redmond Asset Management, LLC77,975$8.39M2.16%+359+0.5%Added
GCM Grosvenor Holdings, LLC82,300$8.85M1.37%+82,300New
Russell Investments Group, Ltd.84,308$9.07M0.01%−14,807−14.9%Reduced
Barclays PLC85,706$9.22M0.00%−14,745−14.7%Reduced
Great West Life Assurance Co86,311$9.28M0.02%−6,284−6.8%Reduced
Channing Capital Management, LLC88,538$9.52M0.29%−20,328−18.7%Reduced
MetLife Investment Management92,119$9.91M0.05%+21,502+30.4%Added
Adage Capital Partners GP, L.L.C.92,382$9.94M0.02%+92,382New
Envestnet Asset Management Inc93,023$10.0M0.00%−13,501−12.7%Reduced
Thornburg Investment Management Inc95,498$10.3M0.14%−7,379−7.2%Reduced
Macquarie Group Ltd104,237$11.2M0.01%−14,403−12.1%Reduced
State Board of Administration of Florida Retirement System104,239$11.2M0.02%−280−0.3%Reduced
Arvin Capital Management LP105,849$11.4M4.19%+21,063+24.8%Added
California State Teachers Retirement System107,544$11.6M0.01%−1,215−1.1%Reduced
New York State Teachers Retirement System113,999$12.3M0.03%−162−0.1%Reduced
SEI Investments Co122,836$13.2M0.02%+15,262+14.2%Added
Tritonpoint Wealth, LLC123,801$13.3M1.27%−1,655−1.3%Reduced
Corebridge Financial, Inc.130,741$14.1M0.08%−2,270−1.7%Reduced
Citigroup Inc131,419$14.1M0.01%+597+0.5%Added
California Public Employees Retirement System132,107$14.2M0.01%−47,160−26.3%Reduced
National Bank of Canada133,658$14.4M0.02%−590.0%Reduced
Tocqueville Asset Management L.P.142,625$15.3M0.25%+12,625+9.7%Added
Walleye Capital LLC160,360$17.3M0.19%+59,511+59.0%Added
TD Asset Management Inc163,000$17.5M0.02%+29,000+21.6%Added
Arnhold LLC165,739$17.8M1.80%00.0%Unchanged
Greenstone Partners & Co., LLC170,009$18.3M4.86%+170,009New
Millennium Management LLC172,220$18.5M0.02%−304,076−63.8%Reduced
Westwood Holdings Group Inc.184,411$19.8M0.15%+33,214+22.0%Added
Waratah Capital Advisors Ltd.184,635$19.9M1.35%+47,239+34.4%Added
First Trust Advisors LP185,502$20.0M0.02%+180,414+3,545.9%Added
Hauser Brothers GmbH189,600$20.4M19.43%−62,700−24.9%Reduced
Legal & General Group Plc190,076$20.4M0.01%+4,448+2.4%Added
Caisse de Depot Et Placement du Quebec211,610$22.8M0.05%+46,987+28.5%Added
Hudson Bay Capital Management LP221,872$23.9M0.15%+216,854+4,321.5%Added
Swiss National Bank225,500$24.3M0.02%−3,400−1.5%Reduced
Rice Hall James & Associates, LLC244,775$26.3M1.55%−4,147−1.7%Reduced
Retirement Systems of Alabama248,661$26.8M0.10%+1,164+0.5%Added
Renaissance Technologies LLC268,520$28.9M0.04%+31,100+13.1%Added
Federated Hermes, Inc.285,820$30.7M0.07%−38,410−11.8%Reduced
Price T Rowe Associates Inc288,679$31.1M0.00%−188,670−39.5%Reduced
Hawk Ridge Capital Management LP289,588$31.2M1.47%+39,500+15.8%Added
Royal Bank of Canada290,272$31.2M0.01%+29,127+11.2%Added
Manufacturers Life Insurance Company, The295,924$31.8M0.03%+209,808+243.6%Added
Vaughan Nelson Investment Management, L.P.296,225$31.9M0.32%−108,610−26.8%Reduced
Fishman Jay A Ltd300,476$32.3M3.53%−16,615−5.2%Reduced
UBS Asset Management Americas Inc302,969$32.6M0.01%+10,665+3.6%Added
Qube Research & Technologies Ltd305,645$32.9M0.05%+63,556+26.3%Added
Nuveen, LLC315,714$34.0M0.01%+315,714New
Douglas Lane & Associates, LLC316,165$34.0M0.50%−34,306−9.8%Reduced
Goldman Sachs Group Inc317,377$34.1M0.01%−48,567−13.3%Reduced
J. Goldman & Co LP324,240$34.9M1.24%+324,240New
One Madison Group LLC336,627$36.2M4.73%+4,627+1.4%Added
Rhumbline Advisers338,680$36.4M0.03%+2,296+0.7%Added
Schroder Investment Management Group351,341$37.6M0.04%+351,341New
Spears Abacus Advisors LLC394,503$42.4M0.91%−4,516−1.1%Reduced
Cartenna Capital, LP400,000$43.0M3.47%+400,000New
Groupama Asset Managment437,403$46.8M0.94%+57,254+15.1%Added
Principal Financial Group Inc447,893$48.2M0.03%−39,753−8.2%Reduced
Neuberger Berman Group LLC460,485$49.5M0.04%+95,874+26.3%Added
Forest Avenue Capital Management LP470,917$50.7M6.92%−86,120−15.5%Reduced
Wells Fargo & Company529,327$56.9M0.01%−3,188−0.6%Reduced
Primecap Management Co540,250$58.1M0.05%−1,950−0.4%Reduced
BNP Paribas Arbitrage, SA551,539$59.3M0.05%+493,736+854.2%Added
Freestone Grove Partners LP554,526$59.7M0.61%+523,623+1,694.4%Added
American Century Companies Inc646,239$69.5M0.04%−80,165−11.0%Reduced
Raymond James Financial Inc760,086$81.8M0.03%+65,023+9.4%Added
Bank of New York Mellon Corp764,003$82.2M0.02%−17,185−2.2%Reduced
Hood River Capital Management LLC794,788$85.5M1.46%−3,755−0.5%Reduced
Holocene Advisors, LP811,634$87.3M0.26%−55,458−6.4%Reduced
Alliancebernstein L.P.831,579$89.5M0.03%−217,931−20.8%Reduced
Charles Schwab Investment Management Inc877,042$94.4M0.02%−11,189−1.3%Reduced
UBS Group AG914,274$98.4M0.02%+180,040+24.5%Added
Northern Trust Corp1,004,022$108.0M0.02%−4,102−0.4%Reduced