Skip to main content

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
UBS Asset Management Americas Inc306,433$39.6M0.01%−232,029−43.1%Reduced
Rhumbline Advisers309,651$40.0M0.03%−6,515−2.1%Reduced
Goldman Sachs Group Inc312,355$40.4M0.01%−15,213−4.6%Reduced
Royal Bank of Canada317,655$41.1M0.01%−122,155−27.8%Reduced
Principal Financial Group Inc318,550$41.2M0.02%−63,841−16.7%Reduced
BNP Paribas Arbitrage, SA342,012$44.2M0.03%+2,670+0.8%Added
Holocene Advisors, LP362,411$46.8M0.11%−495,836−57.8%Reduced
One Madison Group LLC400,000$51.7M5.66%−10,000−2.4%Reduced
Wells Fargo & Company407,802$52.7M0.01%−15,530−3.7%Reduced
Forest Avenue Capital Management LP492,353$63.6M4.78%−241,868−32.9%Reduced
Ameriprise Financial Inc515,091$66.6M0.02%−10,335−2.0%Reduced
Primecap Management Co587,534$76.0M0.06%+35,050+6.3%Added
Groupama Asset Managment655,805$84.8M1.24%−12,822−1.9%Reduced
Westfield Capital Management Co LP694,714$89.8M0.38%+319,093+85.0%Added
Bank of New York Mellon Corp719,654$93.0M0.02%−7,448−1.0%Reduced
Bank of America Corp723,132$93.5M0.01%+58,029+8.7%Added
JPMorgan Chase & Co789,120$102.0M0.01%−13,149−1.6%Reduced
UBS Group AG840,361$108.6M0.02%+52,865+6.7%Added
Raymond James Financial Inc868,083$112.2M0.04%+10,099+1.2%Added
Charles Schwab Investment Management Inc873,381$112.9M0.02%−2,181−0.2%Reduced
Cooke & Bieler LP933,745$120.7M1.25%+76,847+9.0%Added
Northern Trust Corp981,593$126.9M0.02%−2,075−0.2%Reduced
Frontier Capital Management Co LLC1,111,588$143.7M1.29%−22,291−2.0%Reduced
Hood River Capital Management LLC1,127,959$145.8M1.72%+119,338+11.8%Added
Dimensional Fund Advisors LP1,178,896$152.4M0.03%+5,815+0.5%Added
FIL Ltd1,420,693$183.7M0.14%−181,057−11.3%Reduced
Findlay Park Partners LLP1,490,400$192.7M2.02%−27,100−1.8%Reduced
Morgan Stanley1,501,100$194.0M0.01%+177,179+13.4%Added
Cercano Management LLC1,945,996$251.6M9.67%−148,845−7.1%Reduced
FMR LLC2,086,883$269.8M0.01%−83,680−3.9%Reduced
Geode Capital Management, LLC2,094,808$270.8M0.02%+47,224+2.3%Added
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners2,505,738$323.9M3.72%−639,178−20.3%Reduced
Clearbridge Investments, LLC2,708,296$350.1M0.26%+258,529+10.6%Added
T. Rowe Price Investment Management, Inc.2,957,137$382.3M0.23%+444,627+17.7%Added
Orbis Allan Gray Ltd3,153,369$407.6M1.75%+3,317+0.1%Added
State Street Corp3,527,257$456.0M0.02%−47,301−1.3%Reduced
Durable Capital Partners LP4,331,280$559.9M4.15%+736,224+20.5%Added
Invesco Ltd.6,267,881$810.2M0.13%+1,036,434+19.8%Added
Vanguard Group Inc10,688,130$1.38B0.02%−67,043−0.6%Reduced
Capital World Investors10,860,803$1.40B0.19%+735,450+7.3%Added
MFN Partners Management, LP11,425,369$1.48B29.83%00.0%Unchanged
BlackRock, Inc.11,620,483$1.50B0.03%−81,245−0.7%Reduced
Capital Research Global Investors14,016,004$1.81B0.34%−21,401−0.2%Reduced
Freestone Grove Partners LP0$00.00%−364,965−100.0%Sold out
Interval Partners, LP0$00.00%−336,668−100.0%Sold out
Duquesne Family Office LLCSuperinvestorDuquesne Family Office0$00.00%−163,100−100.0%Sold out
Cartenna Capital, LP0$00.00%−125,000−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−82,043−100.0%Sold out
HRT Financial LP0$00.00%−68,107−100.0%Sold out
Maplelane Capital, LLC0$00.00%−49,000−100.0%Sold out
Forge First Asset Management Inc.0$00.00%−48,100−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−45,160−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−38,916−100.0%Sold out
Candelo Capital Management LP0$00.00%−32,102−100.0%Sold out
Capital Fund Management S.A.0$00.00%−23,499−100.0%Sold out
Atom Investors LP0$00.00%−18,645−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−17,911−100.0%Sold out
Alberta Investment Management Corp0$00.00%−17,900−100.0%Sold out
Anderson Financial Strategies, LLC0$00.00%−13,869−100.0%Sold out
Alight Capital Management LP0$00.00%−12,500−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−12,337−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−8,500−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−7,946−100.0%Sold out
Ilex Capital Partners (UK) LLP0$00.00%−7,452−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−6,866−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−6,237−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−5,600−100.0%Sold out
Marshall Wace, LLP0$00.00%−4,841−100.0%Sold out
Neo Ivy Capital Management0$00.00%−4,393−100.0%Sold out
Quantessence Capital LLC0$00.00%−4,165−100.0%Sold out
J. Goldman & Co LP0$00.00%−3,749−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−3,504−100.0%Sold out
Teza Capital Management LLC0$00.00%−3,420−100.0%Sold out
Laurion Capital Management LP0$00.00%−3,337−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−3,288−100.0%Sold out
Readystate Asset Management LP0$00.00%−2,849−100.0%Sold out
Colony Group, LLC0$00.00%−2,535−100.0%Sold out
Jump Financial, LLC0$00.00%−2,431−100.0%Sold out
Sowell Financial Services LLC0$00.00%−2,355−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−2,347−100.0%Sold out
Challenger Wealth Management0$00.00%−2,326−100.0%Sold out
Net Worth Advisory Group0$00.00%−2,276−100.0%Sold out
Sender Co & Partners, Inc.0$00.00%−2,165−100.0%Sold out
Ritholtz Wealth Management0$00.00%−2,061−100.0%Sold out
Optimize Financial Inc0$00.00%−1,928−100.0%Sold out
Jag Capital Management, LLC0$00.00%−1,923−100.0%Sold out
South Street Advisors LLC0$00.00%−1,735−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−1,600−100.0%Sold out
Seeds Investor LLC0$00.00%−1,586−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−504−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−92−100.0%Sold out
Pineridge Advisors LLC0$00.00%−60−100.0%Sold out
NewSquare Capital LLC0$00.00%−35−100.0%Sold out
Olistico Wealth, LLC0$00.00%−30−100.0%Sold out
Transce3nd, LLC0$00.00%−26−100.0%Sold out
Garde Capital, Inc.0$00.00%−20−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−19−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−11−100.0%Sold out
Stephens Consulting, LLC0$00.00%−5−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−2−100.0%Sold out