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, Q2 2025
Institutional positions in XPO, Inc. as of Jun 30, 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
- 546
- +26 vs. Q1 2025
- Shares held
- 124.3M
- +770.4K (+0.6%) vs. Q1 2025
- Total value
- $15.7B
- +$2.41B (+18.1%) vs. Q1 2025
- New holders
- 80
- 173 more added
- Sold out
- 54
- 200 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 14,037,405 | $1.77B | 0.35% | −474,602−3.3% | Reduced |
| BlackRock, Inc. | 11,701,728 | $1.48B | 0.03% | −588,346−4.8% | Reduced |
| MFN Partners Management, LP | 11,425,369 | $1.44B | 30.88% | 00.0% | Unchanged |
| Vanguard Group Inc | 10,755,173 | $1.36B | 0.02% | −214,711−2.0% | Reduced |
| Capital World Investors | 10,125,353 | $1.28B | 0.19% | +451,574+4.7% | Added |
| Invesco Ltd. | 5,231,447 | $660.7M | 0.11% | +3,945,683+306.9% | Added |
| Durable Capital Partners LP | 3,595,056 | $454.0M | 3.44% | +1,589,759+79.3% | Added |
| State Street Corp | 3,574,558 | $451.4M | 0.02% | −84,059−2.3% | Reduced |
| Orbis Allan Gray Ltd | 3,150,052 | $397.8M | 1.93% | +452,891+16.8% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 3,144,916 | $397.2M | 5.51% | +92,730+3.0% | Added |
| T. Rowe Price Investment Management, Inc. | 2,512,510 | $317.3M | 0.20% | +439,158+21.2% | Added |
| Clearbridge Investments, LLC | 2,449,767 | $309.4M | 0.25% | −56,499−2.3% | Reduced |
| FMR LLC | 2,170,563 | $274.1M | 0.02% | −316,325−12.7% | Reduced |
| Cercano Management LLC | 2,094,841 | $264.6M | 7.55% | −65,132−3.0% | Reduced |
| Geode Capital Management, LLC | 2,047,584 | $258.6M | 0.02% | −65,444−3.1% | Reduced |
| FIL Ltd | 1,601,750 | $202.3M | 0.17% | +166,539+11.6% | Added |
| Findlay Park Partners LLP | 1,517,500 | $191.6M | 1.98% | −55,000−3.5% | Reduced |
| Norges Bank | 1,336,925 | $168.8M | 0.02% | −110,014−7.6% | Reduced |
| Morgan Stanley | 1,323,921 | $167.2M | 0.01% | −198,665−13.0% | Reduced |
| Dimensional Fund Advisors LP | 1,173,081 | $148.2M | 0.03% | −84,308−6.7% | Reduced |
| Frontier Capital Management Co LLC | 1,133,879 | $143.2M | 1.33% | −47,232−4.0% | Reduced |
| Hood River Capital Management LLC | 1,008,621 | $127.4M | 1.78% | +213,833+26.9% | Added |
| Northern Trust Corp | 983,668 | $124.2M | 0.02% | −20,354−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 875,562 | $110.6M | 0.02% | −1,480−0.2% | Reduced |
| Holocene Advisors, LP | 858,247 | $108.4M | 0.27% | +46,613+5.7% | Added |
| Raymond James Financial Inc | 857,984 | $108.4M | 0.04% | +97,898+12.9% | Added |
| Cooke & Bieler LP | 856,898 | $108.2M | 1.08% | +856,898 | New |
| JPMorgan Chase & Co | 802,269 | $101.3M | 0.01% | −832,309−50.9% | Reduced |
| UBS Group AG | 787,496 | $99.5M | 0.02% | −126,778−13.9% | Reduced |
| Forest Avenue Capital Management LP | 734,221 | $92.7M | 7.23% | +263,304+55.9% | Added |
| Bank of New York Mellon Corp | 727,102 | $91.8M | 0.02% | −36,901−4.8% | Reduced |
| Groupama Asset Managment | 668,627 | $85.2M | 1.41% | +231,224+52.9% | Added |
| Bank of America Corp | 665,103 | $84.0M | 0.01% | −376,900−36.2% | Reduced |
| Millennium Management LLC | 575,219 | $72.6M | 0.07% | +402,999+234.0% | Added |
| Primecap Management Co | 552,484 | $69.8M | 0.06% | +12,234+2.3% | Added |
| UBS Asset Management Americas Inc | 538,462 | $68.0M | 0.01% | +235,493+77.7% | Added |
| Ameriprise Financial Inc | 525,426 | $66.4M | 0.02% | −503,682−48.9% | Reduced |
| Royal Bank of Canada | 439,810 | $55.5M | 0.01% | +149,538+51.5% | Added |
| Wells Fargo & Company | 423,332 | $53.5M | 0.01% | −105,995−20.0% | Reduced |
| One Madison Group LLC | 410,000 | $51.8M | 5.46% | +73,373+21.8% | Added |
| Principal Financial Group Inc | 382,391 | $48.3M | 0.03% | −65,502−14.6% | Reduced |
| Westfield Capital Management Co LP | 375,621 | $47.4M | 0.20% | +375,621 | New |
| Freestone Grove Partners LP | 364,965 | $46.1M | 0.35% | −189,561−34.2% | Reduced |
| BNP Paribas Arbitrage, SA | 339,342 | $42.9M | 0.03% | −212,197−38.5% | Reduced |
| Interval Partners, LP | 336,668 | $42.5M | 0.97% | +336,668 | New |
| Schonfeld Strategic Advisors LLC | 327,739 | $41.4M | 0.31% | +258,937+376.4% | Added |
| Goldman Sachs Group Inc | 327,568 | $41.4M | 0.01% | +10,191+3.2% | Added |
| Rhumbline Advisers | 316,166 | $39.9M | 0.03% | −22,514−6.6% | Reduced |
| Citadel Advisors LLC | 308,389 | $38.9M | 0.03% | +271,324+732.0% | Added |
| Fishman Jay A Ltd | 305,301 | $38.6M | 3.69% | +4,825+1.6% | Added |
| Douglas Lane & Associates, LLC | 295,777 | $37.4M | 0.54% | −20,388−6.4% | Reduced |
| Federated Hermes, Inc. | 285,319 | $36.0M | 0.07% | −501−0.2% | Reduced |
| Hawk Ridge Capital Management LP | 268,788 | $33.9M | 1.42% | −20,800−7.2% | Reduced |
| Massachusetts Financial Services Co | 254,322 | $32.1M | 0.01% | −920,357−78.3% | Reduced |
| Nuveen, LLC | 250,304 | $31.6M | 0.01% | −65,410−20.7% | Reduced |
| Rice Hall James & Associates, LLC | 243,953 | $30.8M | 1.66% | −822−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 239,625 | $30.3M | 0.03% | −56,299−19.0% | Reduced |
| Price T Rowe Associates Inc | 228,472 | $28.9M | 0.00% | −60,207−20.9% | Reduced |
| Swiss National Bank | 224,900 | $28.4M | 0.02% | −600−0.3% | Reduced |
| Retirement Systems of Alabama | 216,748 | $27.4M | 0.10% | −31,913−12.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 204,254 | $25.8M | 0.24% | −91,971−31.0% | Reduced |
| Alliancebernstein L.P. | 198,877 | $25.1M | 0.01% | −632,702−76.1% | Reduced |
| Legal & General Group Plc | 192,923 | $24.4M | 0.01% | +2,847+1.5% | Added |
| Greenstone Partners & Co., LLC | 192,784 | $24.3M | 5.70% | +22,775+13.4% | Added |
| Westwood Holdings Group Inc. | 191,730 | $24.2M | 0.17% | +7,319+4.0% | Added |
| SEI Investments Co | 170,316 | $21.5M | 0.02% | +47,480+38.7% | Added |
| TD Asset Management Inc | 167,800 | $21.2M | 0.02% | +4,800+2.9% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 163,100 | $20.6M | 0.53% | +163,100 | New |
| Comerica Bank | 147,879 | $18.7M | 0.07% | +99,663+206.7% | Added |
| California Public Employees Retirement System | 142,712 | $18.0M | 0.01% | +10,605+8.0% | Added |
| Waratah Capital Advisors Ltd. | 137,115 | $17.3M | 1.18% | −47,520−25.7% | Reduced |
| Arnhold LLC | 132,206 | $16.7M | 1.52% | −33,533−20.2% | Reduced |
| Cartenna Capital, LP | 125,000 | $15.8M | 0.97% | −275,000−68.8% | Reduced |
| National Bank of Canada | 120,181 | $15.2M | 0.02% | −13,477−10.1% | Reduced |
| Neuberger Berman Group LLC | 117,620 | $14.9M | 0.01% | −342,865−74.5% | Reduced |
| Eisler Capital Management Ltd. | 114,946 | $14.5M | 0.50% | +114,946 | New |
| California State Teachers Retirement System | 111,748 | $14.1M | 0.02% | +4,204+3.9% | Added |
| New York State Teachers Retirement System | 111,101 | $14.0M | 0.03% | −2,898−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 105,629 | $13.3M | 0.02% | +1,390+1.3% | Added |
| Tritonpoint Wealth, LLC | 98,187 | $12.4M | 1.15% | −25,614−20.7% | Reduced |
| Hudson Bay Capital Management LP | 95,074 | $12.0M | 0.08% | −126,798−57.1% | Reduced |
| MetLife Investment Management | 94,158 | $11.9M | 0.07% | +2,039+2.2% | Added |
| Tocqueville Asset Management L.P. | 93,257 | $11.8M | 0.18% | −49,368−34.6% | Reduced |
| Envestnet Asset Management Inc | 89,084 | $11.3M | 0.00% | −3,939−4.2% | Reduced |
| Channing Capital Management, LLC | 88,824 | $11.2M | 0.31% | +286+0.3% | Added |
| Thornburg Investment Management Inc | 88,036 | $11.1M | 0.14% | −7,462−7.8% | Reduced |
| Macquarie Group Ltd | 85,001 | $10.7M | 0.01% | −19,236−18.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 84,426 | $10.7M | 0.02% | −127,184−60.1% | Reduced |
| Great West Life Assurance Co | 83,673 | $10.6M | 0.02% | −2,638−3.1% | Reduced |
| Hauser Brothers GmbH | 83,000 | $10.5M | 10.43% | −106,600−56.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 82,043 | $10.4M | 0.02% | −10,339−11.2% | Reduced |
| Barclays PLC | 79,913 | $10.1M | 0.00% | −5,793−6.8% | Reduced |
| Redmond Asset Management, LLC | 78,490 | $9.91M | 2.36% | +515+0.7% | Added |
| Lagoda Investment Management, L.P. | 76,625 | $9.68M | 5.48% | +1,170+1.6% | Added |
| Verition Fund Management LLC | 76,225 | $9.63M | 0.06% | +63,000+476.4% | Added |
| GCM Grosvenor Holdings, LLC | 75,214 | $9.50M | 1.36% | −7,086−8.6% | Reduced |
| Bank of Montreal | 73,482 | $9.28M | 0.00% | +5,289+7.8% | Added |
| Empirical Capital Management, LLC | 73,000 | $9.22M | 5.71% | 00.0% | Unchanged |
| Georgetown University | 72,821 | $9.20M | 3.50% | +11,568+18.9% | Added |
| Two Sigma Investments, LP | 70,559 | $8.91M | 0.02% | +42,856+154.7% | Added |