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, Q4 2025
Institutional positions in XPO, Inc. as of Dec 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
- 587
- +50 vs. Q3 2025
- Shares held
- 123.9M
- +396.1K (+0.3%) vs. Q3 2025
- Total value
- $16.8B
- +$874.0M (+5.5%) vs. Q3 2025
- New holders
- 91
- 195 more added
- Sold out
- 41
- 185 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,644,620 | $1.58B | 0.03% | +24,137+0.2% | Added |
| MFN Partners Management, LP | 11,425,369 | $1.55B | 32.82% | 00.0% | Unchanged |
| Capital Research Global Investors | 11,157,329 | $1.52B | 0.28% | −2,858,675−20.4% | Reduced |
| Vanguard Group Inc | 10,525,258 | $1.43B | 0.02% | −162,872−1.5% | Reduced |
| Capital World Investors | 10,473,404 | $1.42B | 0.19% | −387,399−3.6% | Reduced |
| Invesco Ltd. | 6,237,886 | $847.8M | 0.08% | −29,995−0.5% | Reduced |
| Durable Capital Partners LP | 3,949,100 | $536.7M | 5.08% | −382,180−8.8% | Reduced |
| Orbis Allan Gray Ltd | 3,652,589 | $496.4M | 2.08% | +499,220+15.8% | Added |
| State Street Corp | 3,510,137 | $477.1M | 0.02% | −17,120−0.5% | Reduced |
| Clearbridge Investments, LLC | 2,970,231 | $403.7M | 0.32% | +261,935+9.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,959,760 | $402.3M | 0.25% | +2,623+0.1% | Added |
| FMR LLC | 2,906,278 | $395.0M | 0.02% | +819,395+39.3% | Added |
| Geode Capital Management, LLC | 2,117,422 | $287.8M | 0.02% | +22,614+1.1% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 2,035,042 | $276.6M | 2.58% | −470,696−18.8% | Reduced |
| Cercano Management LLC | 1,945,996 | $264.5M | 10.01% | 00.0% | Unchanged |
| Norges Bank | 1,503,231 | $204.3M | 0.02% | +1,503,231 | New |
| Findlay Park Partners LLP | 1,415,100 | $192.3M | 2.45% | −75,300−5.1% | Reduced |
| FIL Ltd | 1,367,517 | $185.9M | 0.14% | −53,176−3.7% | Reduced |
| Holocene Advisors, LP | 1,215,870 | $165.2M | 0.35% | +853,459+235.5% | Added |
| Morgan Stanley | 1,193,780 | $162.2M | 0.01% | −307,320−20.5% | Reduced |
| Dimensional Fund Advisors LP | 1,190,895 | $161.9M | 0.03% | +11,999+1.0% | Added |
| UBS Group AG | 1,172,758 | $159.4M | 0.03% | +332,397+39.6% | Added |
| Hood River Capital Management LLC | 1,148,950 | $156.2M | 1.71% | +20,991+1.9% | Added |
| Bessemer Group Inc | 1,121,419 | $152.4M | 0.23% | +1,120,929+228,761.0% | Added |
| Northern Trust Corp | 952,167 | $129.4M | 0.02% | −29,426−3.0% | Reduced |
| Cooke & Bieler LP | 933,703 | $126.9M | 1.32% | −420.0% | Reduced |
| Charles Schwab Investment Management Inc | 881,961 | $119.9M | 0.02% | +8,580+1.0% | Added |
| Raymond James Financial Inc | 836,866 | $114.7M | 0.04% | −31,217−3.6% | Reduced |
| Westfield Capital Management Co LP | 724,214 | $98.4M | 0.41% | +29,500+4.2% | Added |
| Frontier Capital Management Co LLC | 720,353 | $97.9M | 1.04% | −391,235−35.2% | Reduced |
| Bank of New York Mellon Corp | 710,580 | $96.6M | 0.02% | −9,074−1.3% | Reduced |
| Groupama Asset Managment | 648,476 | $88.1M | 1.29% | −7,329−1.1% | Reduced |
| Wellington Management Group LLP | 603,376 | $82.0M | 0.01% | +603,376 | New |
| Primecap Management Co | 569,634 | $77.4M | 0.06% | −17,900−3.0% | Reduced |
| Goldman Sachs Group Inc | 556,155 | $75.6M | 0.01% | +243,800+78.1% | Added |
| Citadel Advisors LLC | 517,762 | $70.4M | 0.05% | +458,401+772.2% | Added |
| Ameriprise Financial Inc | 489,147 | $66.5M | 0.02% | −25,944−5.0% | Reduced |
| Forest Avenue Capital Management LP | 467,057 | $63.5M | 4.18% | −25,296−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 439,175 | $59.7M | 0.04% | +97,163+28.4% | Added |
| Wells Fargo & Company | 436,841 | $59.4M | 0.01% | +29,039+7.1% | Added |
| Bank of America Corp | 426,237 | $57.9M | 0.00% | −296,895−41.1% | Reduced |
| One Madison Group LLC | 363,866 | $49.5M | 5.71% | −36,134−9.0% | Reduced |
| JPMorgan Chase & Co | 331,354 | $45.0M | 0.00% | −457,766−58.0% | Reduced |
| Principal Financial Group Inc | 308,511 | $41.9M | 0.02% | −10,039−3.2% | Reduced |
| Fishman Jay A Ltd | 298,337 | $40.5M | 3.33% | −3,100−1.0% | Reduced |
| UBS Asset Management Americas Inc | 297,614 | $40.4M | 0.01% | −8,819−2.9% | Reduced |
| Rhumbline Advisers | 293,905 | $39.9M | 0.03% | −15,746−5.1% | Reduced |
| Federated Hermes, Inc. | 275,168 | $37.4M | 0.06% | −1,236−0.4% | Reduced |
| American Century Companies Inc | 260,077 | $35.3M | 0.02% | +228,570+725.5% | Added |
| Douglas Lane & Associates, LLC | 256,876 | $34.9M | 0.48% | −18,106−6.6% | Reduced |
| Massachusetts Financial Services Co | 239,738 | $32.6M | 0.01% | −14,927−5.9% | Reduced |
| Swiss National Bank | 232,200 | $31.6M | 0.02% | +3,800+1.7% | Added |
| Nuveen, LLC | 231,193 | $31.4M | 0.01% | −12,232−5.0% | Reduced |
| Royal Bank of Canada | 226,891 | $30.8M | 0.01% | −90,764−28.6% | Reduced |
| Rice Hall James & Associates, LLC | 219,176 | $29.8M | 1.64% | −4,418−2.0% | Reduced |
| Baird Financial Group, Inc. | 217,132 | $29.5M | 0.05% | +90,972+72.1% | Added |
| Retirement Systems of Alabama | 213,641 | $29.0M | 0.09% | −1,503−0.7% | Reduced |
| TD Asset Management Inc | 207,800 | $28.2M | 0.02% | −8,600−4.0% | Reduced |
| Two Sigma Investments, LP | 195,709 | $26.6M | 0.04% | −46,925−19.3% | Reduced |
| Hawk Ridge Capital Management LP | 193,988 | $26.4M | 1.22% | −75,400−28.0% | Reduced |
| Greenstone Partners & Co., LLC | 193,703 | $26.3M | 5.12% | +3,281+1.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 192,194 | $26.1M | 0.26% | −1,905−1.0% | Reduced |
| Legal & General Group Plc | 184,467 | $25.1M | 0.01% | −4,151−2.2% | Reduced |
| Picton Mahoney Asset Management | 183,573 | $24.9M | 0.27% | +31,788+20.9% | Added |
| Milford Funds Ltd | 180,029 | $24.5M | 0.48% | +180,029 | New |
| SEI Investments Co | 179,383 | $24.4M | 0.02% | +631+0.4% | Added |
| Westwood Holdings Group Inc. | 171,055 | $23.2M | 0.19% | −11,289−6.2% | Reduced |
| Barclays PLC | 166,120 | $22.6M | 0.01% | +5,741+3.6% | Added |
| Alliancebernstein L.P. | 165,904 | $22.5M | 0.01% | −85,434−34.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 165,895 | $22.5M | 0.04% | +107,443+183.8% | Added |
| Price T Rowe Associates Inc | 164,907 | $22.4M | 0.00% | +5,726+3.6% | Added |
| California Public Employees Retirement System | 164,500 | $22.4M | 0.01% | +12,571+8.3% | Added |
| Jain Global LLC | 152,165 | $20.7M | 0.20% | +112,187+280.6% | Added |
| Nomura Asset Management International Inc. | 146,513 | $19.9M | 0.03% | +146,513 | New |
| Arnhold LLC | 131,100 | $17.8M | 1.35% | 00.0% | Unchanged |
| Steadfast Capital Management LP | 127,000 | $17.3M | 0.30% | +127,000 | New |
| National Bank of Canada | 121,240 | $16.5M | 0.02% | +1,773+1.5% | Added |
| Jane Street Group, LLC | 118,761 | $16.1M | 0.02% | −93,088−43.9% | Reduced |
| Tudor Investment Corp Et Al | 115,784 | $15.7M | 0.09% | +84,956+275.6% | Added |
| California State Teachers Retirement System | 111,450 | $15.1M | 0.02% | +520+0.5% | Added |
| Envestnet Asset Management Inc | 109,517 | $14.9M | 0.00% | +11,886+12.2% | Added |
| New York State Teachers Retirement System | 107,157 | $14.6M | 0.03% | −3,844−3.5% | Reduced |
| Renaissance Technologies LLC | 103,120 | $14.0M | 0.02% | +68,100+194.5% | Added |
| State of Wisconsin Investment Board | 100,102 | $13.6M | 0.03% | +9,732+10.8% | Added |
| Schonfeld Strategic Advisors LLC | 98,821 | $13.4M | 0.07% | +25,733+35.2% | Added |
| Tritonpoint Wealth, LLC | 97,504 | $13.3M | 1.34% | −1,041−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 96,138 | $13.1M | 0.02% | −3,230−3.3% | Reduced |
| Tocqueville Asset Management L.P. | 93,107 | $12.7M | 0.18% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 91,090 | $12.4M | 0.16% | +91,090 | New |
| Susquehanna International Group, LLP | 90,025 | $12.2M | 0.02% | −110,655−55.1% | Reduced |
| MetLife Investment Management | 87,894 | $11.9M | 0.06% | −3,034−3.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 85,427 | $11.9M | 0.02% | −1,299−1.5% | Reduced |
| Thornburg Investment Management Inc | 84,488 | $11.5M | 0.14% | −573−0.7% | Reduced |
| Gotham Asset Management, LLC | 77,084 | $10.5M | 0.04% | +32,189+71.7% | Added |
| Hudson Bay Capital Management LP | 76,900 | $10.5M | 0.06% | −2,181−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 76,261 | $10.4M | 0.03% | +1,062+1.4% | Added |
| Channing Capital Management, LLC | 73,564 | $10.0M | 0.26% | −14,787−16.7% | Reduced |
| Russell Investments Group, Ltd. | 73,049 | $9.93M | 0.01% | +3,073+4.4% | Added |
| 1832 Asset Management L.P. | 73,000 | $9.92M | 0.01% | +73,000 | New |
| LPL Financial LLC | 72,125 | $9.80M | 0.00% | +6,977+10.7% | Added |