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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, 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.

Institutional holdersQ4 2025: 587 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 heldQ4 2025: $16.8B
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, Q4 2025

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q3 2025.

Institutions holding XPO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Toroso Investments, LLC5,187$705.0K0.00%+1,144+28.3%Added
Walter & Keenan Financial Consulting Co5,219$709.3K0.19%+25+0.5%Added
Ofi Invest Asset Management6,148$711.5K0.01%00.0%Unchanged
M&T Bank Corp5,246$713.4K0.00%+1,599+43.8%Added
Odyssean, LLC5,369$729.7K0.52%+5,369New
Vident Advisory, LLC5,433$738.4K0.01%−318−5.5%Reduced
Havemeyer Place LP5,437$738.9K0.15%+5,437New
Entropy Technologies, LP5,450$740.7K0.04%+5,450New
Perpetual Ltd5,488$745.9K0.01%+400+7.9%Added
Virginia Retirement Systems Et Al5,499$747.4K0.00%+1,200+27.9%Added
Sterling Capital Management LLC5,566$756.5K0.01%−98−1.7%Reduced
Anchyra Partners LLC5,568$756.7K0.23%+5,568New
Huntington National Bank5,616$763.3K0.00%+383+7.3%Added
Farringdon Capital, Ltd.5,653$768.3K0.19%+5,653New
Swiss Life Asset Management Ltd5,659$769.1K0.00%+230+4.2%Added
Mystic Asset Management, Inc.5,700$774.7K0.18%00.0%Unchanged
Pinnacle Associates Ltd5,758$782.6K0.01%−227−3.8%Reduced
Capital Group Investment Management Pte. Ltd.5,778$785.3K0.13%−2,011−25.8%Reduced
Maryland State Retirement & Pension System5,821$791.1K0.02%00.0%Unchanged
Tenon Financial LLC5,844$794.3K0.33%00.0%Unchanged
Guerra Pan Advisors, LLC5,911$803.4K0.48%00.0%Unchanged
JBF Capital, Inc.6,000$815.5K0.12%00.0%Unchanged
Utah Retirement Systems6,113$830.8K0.01%00.0%Unchanged
Lisanti Capital Growth, LLC6,240$848.1K0.20%−30−0.5%Reduced
Tiaa Trust, National Association6,253$849.8K0.00%+335+5.7%Added
Sigma Investment Counselors Inc6,259$850.7K0.04%00.0%Unchanged
Amundi6,330$860.3K0.00%+6,330New
Bridgefront Capital, LLC6,344$862.2K0.22%+6,344New
Life Planning Partners, Inc6,385$867.8K0.66%00.0%Unchanged
Ensign Peak Advisors, Inc6,391$868.6K0.00%−14,750−69.8%Reduced
Agf Management Ltd6,400$869.8K0.00%00.0%Unchanged
United Capital Financial Advisers, LLC6,456$877.4K0.01%+87+1.4%Added
Ethic Inc.6,819$926.8K0.01%+201+3.0%Added
Prudential Financial Inc6,877$934.7K0.00%−4,539−39.8%Reduced
Greenleaf Trust6,942$943.5K0.01%+34+0.5%Added
Crossmark Global Holdings, Inc.6,990$950.0K0.01%+319+4.8%Added
Heritage Wealth Management, Inc.7,000$951.4K0.26%00.0%Unchanged
City Holding Co7,015$953.4K0.12%+442+6.7%Added
DnB Asset Management AS7,084$962.8K0.00%−4,105−36.7%Reduced
Flagship Harbor Advisors, LLC7,102$965.2K0.05%−38−0.5%Reduced
Mercer Global Advisors Inc7,135$969.7K0.00%−1,095−13.3%Reduced
Bridges Investment Management Inc7,176$975.3K0.01%−1,264−15.0%Reduced
IMA Wealth, Inc.7,226$982.1K0.09%−88−1.2%Reduced
E&G Advisors, LP7,300$992.1K0.22%00.0%Unchanged
Middleton & Co Inc7,450$1.01M0.11%00.0%Unchanged
OP Asset Management Ltd7,471$1.02M0.01%−1,376−15.6%Reduced
Axq Capital, LP7,566$1.03M0.23%+7,566New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7,701$1.05M0.03%−1,504−16.3%Reduced
Northwest & Ethical Investments L.P.7,665$1.06M0.02%−835−9.8%Reduced
Walleye Trading LLC7,813$1.06M0.02%−13,813−63.9%Reduced
Millennium Management LLC7,819$1.06M0.00%−257,188−97.0%Reduced
Nemes Rush Group LLC7,888$1.07M0.10%−34−0.4%Reduced
Summit Trail Advisors, LLC8,106$1.10M0.02%+1,508+22.9%Added
Advisors Asset Management, Inc.8,384$1.14M0.02%−83−1.0%Reduced
Maxi Investments CY Ltd8,525$1.16M0.21%−12,375−59.2%Reduced
Securian Asset Management, Inc8,555$1.16M0.04%−264−3.0%Reduced
Brown Advisory Inc8,671$1.18M0.00%−88−1.0%Reduced
Ashton Thomas Private Wealth, LLC8,911$1.21M0.03%−183−2.0%Reduced
Federation des caisses Desjardins du Quebec9,249$1.26M0.00%+1,253+15.7%Added
Armis Advisers, LLC7,009$1.27M0.14%−10,991−61.1%Reduced
Graham Capital Management, L.P.9,400$1.28M0.04%−6,400−40.5%Reduced
Jones Financial Companies LLLP9,465$1.29M0.00%+199+2.1%Added
Resources Management Corp9,532$1.29M0.17%−35−0.4%Reduced
O'Shaughnessy Asset Management, LLC9,573$1.30M0.01%+732+8.3%Added
Trexquant Investment LP9,615$1.31M0.01%−57,654−85.7%Reduced
Marshall Wace, LLP9,674$1.31M0.00%+9,674New
Sigma Planning Corp9,685$1.32M0.04%−365−3.6%Reduced
Cambridge Investment Research Advisors, Inc.9,756$1.33M0.00%+960+10.9%Added
Aureus Asset Management, LLC10,000$1.36M0.09%00.0%Unchanged
Brant Point Investment Management LLC10,000$1.36M0.33%+5,000+100.0%Added
Fox Run Management, L.L.C.10,037$1.36M0.21%+2,538+33.8%Added
Captrust Financial Advisors10,229$1.39M0.00%+2,749+36.8%Added
Fifth Third Wealth Advisors LLC10,288$1.40M0.05%−237−2.3%Reduced
HighTower Advisors, LLC10,408$1.41M0.00%+120+1.2%Added
New York Life Investment Management LLC10,511$1.43M0.01%−1,244−10.6%Reduced
Vestcor Inc10,700$1.45M0.04%00.0%Unchanged
The PNC Financial Services Group, Inc.10,814$1.47M0.00%−266−2.4%Reduced
Advisor Group Holdings, Inc.10,902$1.48M0.00%−592−5.2%Reduced
Guggenheim Capital LLC10,909$1.48M0.01%+2,265+26.2%Added
Neuberger Berman Group LLC11,159$1.52M0.00%+310+2.9%Added
Thoroughbred Financial Services, LLC11,165$1.52M0.09%00.0%Unchanged
Quadrant Capital Group LLC11,339$1.54M0.05%+133+1.2%Added
First Citizens Bank & Trust Co11,378$1.55M0.03%+229+2.1%Added
State of Alaska, Department of Revenue11,512$1.56M0.02%−1,360−10.6%Reduced
Public Employees Retirement Association of Colorado11,741$1.60M0.01%00.0%Unchanged
Creative Planning11,864$1.61M0.00%+833+7.6%Added
South Dakota Investment Council11,906$1.62M0.03%−1,100−8.5%Reduced
Rathbone Brothers plc12,225$1.66M0.01%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.12,254$1.67M0.01%+308+2.6%Added
Voya Investment Management LLC12,284$1.67M0.00%−1,064−8.0%Reduced
Deutsche Bank AG12,469$1.69M0.00%−130−1.0%Reduced
HighVista Strategies LLC12,723$1.73M0.45%−8,357−39.6%Reduced
Cetera Investment Advisers12,923$1.76M0.00%+999+8.4%Added
Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf)13,012$1.77M0.08%−2,968−18.6%Reduced
Commonwealth Equity Services, LLC13,013$1.77M0.00%−25−0.2%Reduced
Econ Financial Services Corp13,517$1.84M0.92%+13,517New
JustInvest LLC13,785$1.87M0.02%+503+3.8%Added
Calamos Advisors LLC13,973$1.90M0.01%+9,956+247.8%Added
Xponance, Inc.14,164$1.93M0.01%−2,200−13.4%Reduced
HSBC Holdings PLC14,215$1.94M0.00%−4,796−25.2%Reduced