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, Q3 2025
Institutional positions in XPO, Inc. as of Sep 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
- 543
- +2 vs. Q2 2025
- Shares held
- 123.6M
- +661.9K (+0.5%) vs. Q2 2025
- Total value
- $16.0B
- +$453.6M (+2.9%) vs. Q2 2025
- New holders
- 59
- 183 more added
- Sold out
- 57
- 179 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 14,016,004 | $1.81B | 0.34% | −21,401−0.2% | Reduced |
| BlackRock, Inc. | 11,620,483 | $1.50B | 0.03% | −81,245−0.7% | Reduced |
| MFN Partners Management, LP | 11,425,369 | $1.48B | 29.83% | 00.0% | Unchanged |
| Capital World Investors | 10,860,803 | $1.40B | 0.19% | +735,450+7.3% | Added |
| Vanguard Group Inc | 10,688,130 | $1.38B | 0.02% | −67,043−0.6% | Reduced |
| Invesco Ltd. | 6,267,881 | $810.2M | 0.13% | +1,036,434+19.8% | Added |
| Durable Capital Partners LP | 4,331,280 | $559.9M | 4.15% | +736,224+20.5% | Added |
| State Street Corp | 3,527,257 | $456.0M | 0.02% | −47,301−1.3% | Reduced |
| Orbis Allan Gray Ltd | 3,153,369 | $407.6M | 1.75% | +3,317+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 2,957,137 | $382.3M | 0.23% | +444,627+17.7% | Added |
| Clearbridge Investments, LLC | 2,708,296 | $350.1M | 0.26% | +258,529+10.6% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 2,505,738 | $323.9M | 3.72% | −639,178−20.3% | Reduced |
| Geode Capital Management, LLC | 2,094,808 | $270.8M | 0.02% | +47,224+2.3% | Added |
| FMR LLC | 2,086,883 | $269.8M | 0.01% | −83,680−3.9% | Reduced |
| Cercano Management LLC | 1,945,996 | $251.6M | 9.67% | −148,845−7.1% | Reduced |
| Morgan Stanley | 1,501,100 | $194.0M | 0.01% | +177,179+13.4% | Added |
| Findlay Park Partners LLP | 1,490,400 | $192.7M | 2.02% | −27,100−1.8% | Reduced |
| FIL Ltd | 1,420,693 | $183.7M | 0.14% | −181,057−11.3% | Reduced |
| Dimensional Fund Advisors LP | 1,178,896 | $152.4M | 0.03% | +5,815+0.5% | Added |
| Hood River Capital Management LLC | 1,127,959 | $145.8M | 1.72% | +119,338+11.8% | Added |
| Frontier Capital Management Co LLC | 1,111,588 | $143.7M | 1.29% | −22,291−2.0% | Reduced |
| Northern Trust Corp | 981,593 | $126.9M | 0.02% | −2,075−0.2% | Reduced |
| Cooke & Bieler LP | 933,745 | $120.7M | 1.25% | +76,847+9.0% | Added |
| Charles Schwab Investment Management Inc | 873,381 | $112.9M | 0.02% | −2,181−0.2% | Reduced |
| Raymond James Financial Inc | 868,083 | $112.2M | 0.04% | +10,099+1.2% | Added |
| UBS Group AG | 840,361 | $108.6M | 0.02% | +52,865+6.7% | Added |
| JPMorgan Chase & Co | 789,120 | $102.0M | 0.01% | −13,149−1.6% | Reduced |
| Bank of America Corp | 723,132 | $93.5M | 0.01% | +58,029+8.7% | Added |
| Bank of New York Mellon Corp | 719,654 | $93.0M | 0.02% | −7,448−1.0% | Reduced |
| Westfield Capital Management Co LP | 694,714 | $89.8M | 0.38% | +319,093+85.0% | Added |
| Groupama Asset Managment | 655,805 | $84.8M | 1.24% | −12,822−1.9% | Reduced |
| Primecap Management Co | 587,534 | $76.0M | 0.06% | +35,050+6.3% | Added |
| Ameriprise Financial Inc | 515,091 | $66.6M | 0.02% | −10,335−2.0% | Reduced |
| Forest Avenue Capital Management LP | 492,353 | $63.6M | 4.78% | −241,868−32.9% | Reduced |
| Wells Fargo & Company | 407,802 | $52.7M | 0.01% | −15,530−3.7% | Reduced |
| One Madison Group LLC | 400,000 | $51.7M | 5.66% | −10,000−2.4% | Reduced |
| Holocene Advisors, LP | 362,411 | $46.8M | 0.11% | −495,836−57.8% | Reduced |
| BNP Paribas Arbitrage, SA | 342,012 | $44.2M | 0.03% | +2,670+0.8% | Added |
| Principal Financial Group Inc | 318,550 | $41.2M | 0.02% | −63,841−16.7% | Reduced |
| Royal Bank of Canada | 317,655 | $41.1M | 0.01% | −122,155−27.8% | Reduced |
| Goldman Sachs Group Inc | 312,355 | $40.4M | 0.01% | −15,213−4.6% | Reduced |
| Rhumbline Advisers | 309,651 | $40.0M | 0.03% | −6,515−2.1% | Reduced |
| UBS Asset Management Americas Inc | 306,433 | $39.6M | 0.01% | −232,029−43.1% | Reduced |
| Fishman Jay A Ltd | 301,437 | $39.0M | 3.34% | −3,864−1.3% | Reduced |
| Federated Hermes, Inc. | 276,404 | $35.7M | 0.06% | −8,915−3.1% | Reduced |
| Douglas Lane & Associates, LLC | 274,982 | $35.5M | 0.50% | −20,795−7.0% | Reduced |
| Squarepoint Ops LLC | 269,778 | $34.9M | 0.07% | +244,867+983.0% | Added |
| Hawk Ridge Capital Management LP | 269,388 | $34.8M | 1.66% | +600+0.2% | Added |
| Millennium Management LLC | 265,007 | $34.3M | 0.03% | −310,212−53.9% | Reduced |
| Massachusetts Financial Services Co | 254,665 | $32.9M | 0.01% | +343+0.1% | Added |
| Alliancebernstein L.P. | 251,338 | $32.5M | 0.01% | +52,461+26.4% | Added |
| Nuveen, LLC | 243,425 | $31.5M | 0.01% | −6,879−2.7% | Reduced |
| Two Sigma Investments, LP | 242,634 | $31.4M | 0.05% | +172,075+243.9% | Added |
| Swiss National Bank | 228,400 | $29.5M | 0.02% | +3,500+1.6% | Added |
| Rice Hall James & Associates, LLC | 223,594 | $28.9M | 1.58% | −20,359−8.3% | Reduced |
| Comerica Bank | 221,654 | $28.7M | 0.11% | +73,775+49.9% | Added |
| TD Asset Management Inc | 216,400 | $28.0M | 0.02% | +48,600+29.0% | Added |
| Retirement Systems of Alabama | 215,144 | $27.8M | 0.09% | −1,604−0.7% | Reduced |
| Jane Street Group, LLC | 211,849 | $27.4M | 0.03% | +211,849 | New |
| Susquehanna International Group, LLP | 200,680 | $25.9M | 0.04% | +170,214+558.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 194,099 | $25.1M | 0.23% | −10,155−5.0% | Reduced |
| Greenstone Partners & Co., LLC | 190,422 | $24.6M | 4.50% | −2,362−1.2% | Reduced |
| Legal & General Group Plc | 188,618 | $24.4M | 0.01% | −4,305−2.2% | Reduced |
| Westwood Holdings Group Inc. | 182,344 | $23.6M | 0.17% | −9,386−4.9% | Reduced |
| SEI Investments Co | 178,752 | $23.1M | 0.02% | +8,436+5.0% | Added |
| Macquarie Group Ltd | 174,545 | $22.3M | 0.03% | +89,544+105.3% | Added |
| Citigroup Inc | 161,906 | $20.9M | 0.01% | +141,521+694.2% | Added |
| Barclays PLC | 160,379 | $20.7M | 0.01% | +80,466+100.7% | Added |
| Price T Rowe Associates Inc | 159,181 | $20.6M | 0.00% | −69,291−30.3% | Reduced |
| California Public Employees Retirement System | 151,929 | $19.6M | 0.01% | +9,217+6.5% | Added |
| Picton Mahoney Asset Management | 151,785 | $19.6M | 0.25% | +92,311+155.2% | Added |
| Arnhold LLC | 131,100 | $16.9M | 1.42% | −1,106−0.8% | Reduced |
| Baird Financial Group, Inc. | 126,160 | $16.3M | 0.03% | +126,160 | New |
| National Bank of Canada | 119,467 | $15.4M | 0.02% | −714−0.6% | Reduced |
| New York State Teachers Retirement System | 111,001 | $14.3M | 0.03% | −100−0.1% | Reduced |
| California State Teachers Retirement System | 110,930 | $14.3M | 0.01% | −818−0.7% | Reduced |
| Waratah Capital Advisors Ltd. | 103,353 | $13.4M | 0.91% | −33,762−24.6% | Reduced |
| State Board of Administration of Florida Retirement System | 99,368 | $12.8M | 0.02% | −6,261−5.9% | Reduced |
| Tritonpoint Wealth, LLC | 98,545 | $12.7M | 1.09% | +358+0.4% | Added |
| Envestnet Asset Management Inc | 97,631 | $12.6M | 0.00% | +8,547+9.6% | Added |
| Tocqueville Asset Management L.P. | 93,107 | $12.0M | 0.18% | −150−0.2% | Reduced |
| MetLife Investment Management | 90,928 | $11.8M | 0.06% | −3,230−3.4% | Reduced |
| State of Wisconsin Investment Board | 90,370 | $11.7M | 0.03% | +28,423+45.9% | Added |
| Channing Capital Management, LLC | 88,351 | $11.4M | 0.30% | −473−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 86,726 | $11.0M | 0.02% | +40,235+86.5% | Added |
| Thornburg Investment Management Inc | 85,061 | $11.0M | 0.14% | −2,975−3.4% | Reduced |
| Great West Life Assurance Co | 84,825 | $10.8M | 0.02% | +1,152+1.4% | Added |
| Hudson Bay Capital Management LP | 79,081 | $10.2M | 0.06% | −15,993−16.8% | Reduced |
| Rakuten Investment Management, Inc. | 44,932 | $9.86M | 0.04% | +44,932 | New |
| Two Sigma Advisers, LP | 76,100 | $9.84M | 0.02% | +37,500+97.2% | Added |
| Redmond Asset Management, LLC | 75,798 | $9.80M | 2.41% | −2,692−3.4% | Reduced |
| Public Employees Retirement System of Ohio | 75,199 | $9.72M | 0.03% | +38,901+107.2% | Added |
| Schonfeld Strategic Advisors LLC | 73,088 | $9.45M | 0.07% | −254,651−77.7% | Reduced |
| Georgetown University | 72,821 | $9.41M | 3.15% | 00.0% | Unchanged |
| Bank of Montreal | 72,398 | $9.36M | 0.00% | −1,084−1.5% | Reduced |
| First Trust Advisors LP | 72,082 | $9.32M | 0.01% | +56,600+365.6% | Added |
| Lagoda Investment Management, L.P. | 71,950 | $9.30M | 5.26% | −4,675−6.1% | Reduced |
| Verition Fund Management LLC | 70,510 | $9.11M | 0.05% | −5,715−7.5% | Reduced |
| Russell Investments Group, Ltd. | 69,976 | $9.05M | 0.01% | +10,377+17.4% | Added |
| Trexquant Investment LP | 67,269 | $8.70M | 0.09% | +52,910+368.5% | Added |