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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, 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.

Institutional holdersQ3 2025: 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 heldQ3 2025: $16.0B
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, Q3 2025

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q2 2025.

Institutions holding XPO in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Louisiana State Employees Retirement System32,800$4.24M0.07%−300−0.9%Reduced
AQR Capital Management LLC34,804$4.42M0.00%+3,890+12.6%Added
Teachers Retirement System of the State of Kentucky34,860$4.51M0.03%00.0%Unchanged
Arizona State Retirement System34,860$4.51M0.02%+485+1.4%Added
Game Creek Capital, LP35,000$4.52M1.94%+6,600+23.2%Added
Renaissance Technologies LLC35,020$4.53M0.01%−20,992−37.5%Reduced
Stifel Financial Corp35,455$4.58M0.00%+8,842+33.2%Added
Capital International Ltd35,981$4.65M0.17%00.0%Unchanged
IMC-Chicago, LLC36,439$4.71M0.08%+36,439New
Natixis Advisors, L.P.37,367$4.83M0.01%−5,716−13.3%Reduced
Yousif Capital Management, LLC37,502$4.85M0.05%−2,674−6.7%Reduced
Traynor Capital Management, Inc.38,025$4.92M0.28%+3,485+10.1%Added
STRS Ohio39,841$5.15M0.02%+901+2.3%Added
Jain Global LLC39,978$5.17M0.07%+39,978New
State of New Jersey Common Pension Fund D40,585$5.25M0.02%+888+2.2%Added
Gilman Hill Asset Management, LLC41,110$5.31M0.83%+1,785+4.5%Added
Victory Capital Management Inc41,193$5.33M0.00%−2,433−5.6%Reduced
Janney Montgomery Scott LLC41,307$5.34M0.01%+3,407+9.0%Added
Schroder Investment Management Group43,507$5.54M0.00%+1,612+3.8%Added
Gotham Asset Management, LLC44,895$5.80M0.03%+7,881+21.3%Added
Algert Global LLC45,708$5.91M0.10%+290+0.6%Added
Partners Group Holding AG46,516$6.01M0.33%−11,047−19.2%Reduced
State of Tennessee, Treasury Department47,614$6.16M0.02%00.0%Unchanged
Walleye Capital LLC49,568$6.41M0.05%+8,946+22.0%Added
Empirical Capital Management, LLC50,000$6.46M4.37%−23,000−31.5%Reduced
Police & Firemen's Retirement System of New Jersey50,656$6.55M0.05%+7,156+16.5%Added
Janus Henderson Group PLC50,708$6.56M0.00%+1,012+2.0%Added
Treasurer of the State of North Carolina51,544$6.66M0.02%−2,000−3.7%Reduced
Mutual of America Capital Management LLC54,386$7.03M0.07%−4,200−7.2%Reduced
Amalgamated Bank54,415$7.03M0.05%+78+0.1%Added
Eisler Capital Management Ltd.54,576$7.06M0.16%−60,370−52.5%Reduced
Hauser Brothers GmbH55,300$7.15M5.76%−27,700−33.4%Reduced
GCM Grosvenor Holdings, LLC55,876$7.22M1.10%−19,338−25.7%Reduced
Intech Investment Management LLC57,855$7.48M0.07%+8,878+18.1%Added
Caisse de Depot Et Placement du Quebec58,452$7.56M0.01%−25,974−30.8%Reduced
Citadel Advisors LLC59,361$7.67M0.01%−249,028−80.8%Reduced
New York State Common Retirement Fund60,254$7.79M0.01%−1,800−2.9%Reduced
Capital International Sarl61,123$7.90M0.14%+4,309+7.6%Added
Oppenheimer & Co Inc63,603$8.22M0.10%−2,625−4.0%Reduced
Nicholas Investment Partners, LP63,679$8.23M0.63%00.0%Unchanged
Woodline Partners LP65,076$8.41M0.04%+65,076New
LPL Financial LLC65,148$8.42M0.00%−3,589−5.2%Reduced
Manufacturers Life Insurance Company, The66,967$8.66M0.01%−172,658−72.1%Reduced
Trexquant Investment LP67,269$8.70M0.09%+52,910+368.5%Added
Russell Investments Group, Ltd.69,976$9.05M0.01%+10,377+17.4%Added
Verition Fund Management LLC70,510$9.11M0.05%−5,715−7.5%Reduced
Lagoda Investment Management, L.P.71,950$9.30M5.26%−4,675−6.1%Reduced
First Trust Advisors LP72,082$9.32M0.01%+56,600+365.6%Added
Bank of Montreal72,398$9.36M0.00%−1,084−1.5%Reduced
Georgetown University72,821$9.41M3.15%00.0%Unchanged
Schonfeld Strategic Advisors LLC73,088$9.45M0.07%−254,651−77.7%Reduced
Public Employees Retirement System of Ohio75,199$9.72M0.03%+38,901+107.2%Added
Redmond Asset Management, LLC75,798$9.80M2.41%−2,692−3.4%Reduced
Two Sigma Advisers, LP76,100$9.84M0.02%+37,500+97.2%Added
Rakuten Investment Management, Inc.44,932$9.86M0.04%+44,932New
Hudson Bay Capital Management LP79,081$10.2M0.06%−15,993−16.8%Reduced
Great West Life Assurance Co84,825$10.8M0.02%+1,152+1.4%Added
Thornburg Investment Management Inc85,061$11.0M0.14%−2,975−3.4%Reduced
Allspring Global Investments Holdings, LLC86,726$11.0M0.02%+40,235+86.5%Added
Channing Capital Management, LLC88,351$11.4M0.30%−473−0.5%Reduced
State of Wisconsin Investment Board90,370$11.7M0.03%+28,423+45.9%Added
MetLife Investment Management90,928$11.8M0.06%−3,230−3.4%Reduced
Tocqueville Asset Management L.P.93,107$12.0M0.18%−150−0.2%Reduced
Envestnet Asset Management Inc97,631$12.6M0.00%+8,547+9.6%Added
Tritonpoint Wealth, LLC98,545$12.7M1.09%+358+0.4%Added
State Board of Administration of Florida Retirement System99,368$12.8M0.02%−6,261−5.9%Reduced
Waratah Capital Advisors Ltd.103,353$13.4M0.91%−33,762−24.6%Reduced
California State Teachers Retirement System110,930$14.3M0.01%−818−0.7%Reduced
New York State Teachers Retirement System111,001$14.3M0.03%−100−0.1%Reduced
National Bank of Canada119,467$15.4M0.02%−714−0.6%Reduced
Baird Financial Group, Inc.126,160$16.3M0.03%+126,160New
Arnhold LLC131,100$16.9M1.42%−1,106−0.8%Reduced
Picton Mahoney Asset Management151,785$19.6M0.25%+92,311+155.2%Added
California Public Employees Retirement System151,929$19.6M0.01%+9,217+6.5%Added
Price T Rowe Associates Inc159,181$20.6M0.00%−69,291−30.3%Reduced
Barclays PLC160,379$20.7M0.01%+80,466+100.7%Added
Citigroup Inc161,906$20.9M0.01%+141,521+694.2%Added
Macquarie Group Ltd174,545$22.3M0.03%+89,544+105.3%Added
SEI Investments Co178,752$23.1M0.02%+8,436+5.0%Added
Westwood Holdings Group Inc.182,344$23.6M0.17%−9,386−4.9%Reduced
Legal & General Group Plc188,618$24.4M0.01%−4,305−2.2%Reduced
Greenstone Partners & Co., LLC190,422$24.6M4.50%−2,362−1.2%Reduced
Vaughan Nelson Investment Management, L.P.194,099$25.1M0.23%−10,155−5.0%Reduced
Susquehanna International Group, LLP200,680$25.9M0.04%+170,214+558.7%Added
Jane Street Group, LLC211,849$27.4M0.03%+211,849New
Retirement Systems of Alabama215,144$27.8M0.09%−1,604−0.7%Reduced
TD Asset Management Inc216,400$28.0M0.02%+48,600+29.0%Added
Comerica Bank221,654$28.7M0.11%+73,775+49.9%Added
Rice Hall James & Associates, LLC223,594$28.9M1.58%−20,359−8.3%Reduced
Swiss National Bank228,400$29.5M0.02%+3,500+1.6%Added
Two Sigma Investments, LP242,634$31.4M0.05%+172,075+243.9%Added
Nuveen, LLC243,425$31.5M0.01%−6,879−2.7%Reduced
Alliancebernstein L.P.251,338$32.5M0.01%+52,461+26.4%Added
Massachusetts Financial Services Co254,665$32.9M0.01%+343+0.1%Added
Millennium Management LLC265,007$34.3M0.03%−310,212−53.9%Reduced
Hawk Ridge Capital Management LP269,388$34.8M1.66%+600+0.2%Added
Squarepoint Ops LLC269,778$34.9M0.07%+244,867+983.0%Added
Douglas Lane & Associates, LLC274,982$35.5M0.50%−20,795−7.0%Reduced
Federated Hermes, Inc.276,404$35.7M0.06%−8,915−3.1%Reduced
Fishman Jay A Ltd301,437$39.0M3.34%−3,864−1.3%Reduced