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, Q1 2026
Institutional positions in XPO, Inc. as of Mar 31, 2026. 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
- 675
- +97 vs. Q4 2025
- Shares held
- 116.3M
- +4.46M (+4.0%) vs. Q4 2025
- Total value
- $22.6B
- +$7.40B (+48.7%) vs. Q4 2025
- New holders
- 138
- 219 more added
- Sold out
- 41
- 208 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,167,246 | $2.37B | 0.04% | +522,626+4.5% | Added |
| MFN Partners Management, LP | 11,425,369 | $2.22B | 46.55% | 00.0% | Unchanged |
| Capital Research Global Investors | 9,588,191 | $1.87B | 0.29% | −1,569,138−14.1% | Reduced |
| Capital World Investors | 5,778,228 | $1.12B | 0.15% | −4,695,176−44.8% | Reduced |
| Vanguard Capital Management LLC | 5,060,285 | $984.5M | 0.02% | +5,060,285 | New |
| Invesco Ltd. | 4,831,614 | $940.0M | 0.09% | −1,406,272−22.5% | Reduced |
| Vanguard Portfolio Management LLC | 4,746,471 | $923.4M | 0.05% | +4,746,471 | New |
| FMR LLC | 3,604,998 | $701.4M | 0.04% | +698,720+24.0% | Added |
| State Street Corp | 3,582,960 | $697.1M | 0.02% | +72,823+2.1% | Added |
| Orbis Allan Gray Ltd | 3,409,092 | $663.2M | 2.80% | −243,497−6.7% | Reduced |
| Durable Capital Partners LP | 2,935,934 | $571.2M | 5.88% | −1,013,166−25.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,787,012 | $542.2M | 0.37% | −172,748−5.8% | Reduced |
| Clearbridge Investments, LLC | 2,772,656 | $539.4M | 0.47% | −197,575−6.7% | Reduced |
| Bessemer Group Inc | 2,420,899 | $471.0M | 0.74% | +1,299,480+115.9% | Added |
| Geode Capital Management, LLC | 2,182,817 | $424.8M | 0.03% | +65,395+3.1% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 1,287,630 | $250.5M | 2.23% | −747,412−36.7% | Reduced |
| Holocene Advisors, LP | 1,249,431 | $243.1M | 0.59% | +33,561+2.8% | Added |
| Findlay Park Partners LLP | 1,189,000 | $231.3M | 3.22% | −226,100−16.0% | Reduced |
| Goldman Sachs Group Inc | 1,186,334 | $230.8M | 0.03% | +630,179+113.3% | Added |
| Hood River Capital Management LLC | 1,159,830 | $225.6M | 2.26% | +10,880+0.9% | Added |
| Citadel Advisors LLC | 1,157,714 | $225.2M | 0.16% | +639,952+123.6% | Added |
| Dimensional Fund Advisors LP | 1,111,192 | $216.1M | 0.04% | −79,703−6.7% | Reduced |
| Morgan Stanley | 1,026,370 | $199.7M | 0.01% | −167,410−14.0% | Reduced |
| Northern Trust Corp | 978,028 | $190.3M | 0.03% | +25,861+2.7% | Added |
| Capital International Investors | 925,663 | $180.1M | 0.04% | +925,663 | New |
| FIL Ltd | 914,362 | $177.9M | 0.14% | −453,155−33.1% | Reduced |
| Charles Schwab Investment Management Inc | 911,070 | $177.2M | 0.03% | +29,109+3.3% | Added |
| Millennium Management LLC | 761,966 | $148.2M | 0.11% | +754,147+9,645.1% | Added |
| Cercano Management LLC | 756,536 | $147.2M | 6.36% | −1,189,460−61.1% | Reduced |
| Vanguard Fiduciary Trust Co | 726,195 | $141.3M | 0.04% | +726,195 | New |
| Bank of New York Mellon Corp | 716,747 | $139.4M | 0.03% | +6,167+0.9% | Added |
| Groupama Asset Managment | 653,083 | $127.1M | 1.86% | +4,607+0.7% | Added |
| Frontier Capital Management Co LLC | 652,073 | $126.9M | 1.30% | −68,280−9.5% | Reduced |
| Westfield Capital Management Co LP | 571,992 | $111.3M | 0.47% | −152,222−21.0% | Reduced |
| Primecap Management Co | 568,334 | $110.6M | 0.09% | −1,300−0.2% | Reduced |
| UBS Group AG | 513,201 | $99.8M | 0.02% | −659,557−56.2% | Reduced |
| Raymond James Financial Inc | 519,384 | $99.1M | 0.03% | −317,482−37.9% | Reduced |
| Massachusetts Financial Services Co | 477,648 | $96.1M | 0.03% | +237,910+99.2% | Added |
| Qube Research & Technologies Ltd | 457,477 | $89.0M | 0.13% | +403,804+752.3% | Added |
| Bank of America Corp | 447,301 | $87.0M | 0.01% | +21,064+4.9% | Added |
| Balyasny Asset Management LLC | 441,014 | $85.8M | 0.17% | +393,516+828.5% | Added |
| Wells Fargo & Company | 403,637 | $78.5M | 0.02% | −33,204−7.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 391,800 | $77.7M | 0.13% | +306,373+358.6% | Added |
| Jane Street Group, LLC | 389,533 | $75.8M | 0.08% | +270,772+228.0% | Added |
| American Century Companies Inc | 368,133 | $71.6M | 0.04% | +108,056+41.5% | Added |
| Wellington Management Group LLP | 350,004 | $68.1M | 0.01% | −253,372−42.0% | Reduced |
| One Madison Group LLC | 336,700 | $65.5M | 7.57% | −27,166−7.5% | Reduced |
| JPMorgan Chase & Co | 335,117 | $62.5M | 0.00% | +3,763+1.1% | Added |
| Maple Rock Capital Partners Inc. | 320,242 | $62.3M | 2.03% | +320,242 | New |
| Lord, Abbett & Co. LLC | 310,155 | $60.3M | 0.20% | +310,155 | New |
| Rhumbline Advisers | 300,972 | $58.6M | 0.05% | +7,067+2.4% | Added |
| UBS Asset Management Americas Inc | 297,805 | $57.9M | 0.01% | +191+0.1% | Added |
| Ameriprise Financial Inc | 296,961 | $57.8M | 0.01% | −192,186−39.3% | Reduced |
| BNP Paribas Arbitrage, SA | 288,249 | $56.1M | 0.04% | −150,926−34.4% | Reduced |
| Fishman Jay A Ltd | 284,261 | $55.3M | 4.94% | −14,076−4.7% | Reduced |
| Squarepoint Ops LLC | 281,678 | $54.8M | 0.12% | +281,678 | New |
| Polar Capital Holdings Plc | 264,812 | $51.5M | 0.23% | +203,112+329.2% | Added |
| Alliancebernstein L.P. | 375,127 | $51.0M | 0.02% | +209,223+126.1% | Added |
| Principal Financial Group Inc | 261,784 | $50.9M | 0.03% | −46,727−15.1% | Reduced |
| Douglas Lane & Associates, LLC | 244,499 | $47.6M | 0.69% | −12,377−4.8% | Reduced |
| Swiss National Bank | 234,300 | $45.6M | 0.03% | +2,100+0.9% | Added |
| Federated Hermes, Inc. | 233,300 | $45.4M | 0.07% | −41,868−15.2% | Reduced |
| Nuveen, LLC | 230,739 | $44.9M | 0.01% | −454−0.2% | Reduced |
| Rice Hall James & Associates, LLC | 224,299 | $43.6M | 2.43% | +5,123+2.3% | Added |
| Retirement Systems of Alabama | 216,377 | $42.1M | 0.14% | +2,736+1.3% | Added |
| Royal Bank of Canada | 212,792 | $41.4M | 0.01% | −14,099−6.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 204,897 | $39.9M | 0.32% | +106,076+107.3% | Added |
| California Public Employees Retirement System | 197,850 | $38.5M | 0.02% | +33,350+20.3% | Added |
| Two Sigma Investments, LP | 188,622 | $36.7M | 0.03% | −7,087−3.6% | Reduced |
| Border to Coast Pensions Partnership Ltd | 184,721 | $36.0M | 0.61% | +184,721 | New |
| Citigroup Inc | 182,075 | $35.4M | 0.02% | +115,862+175.0% | Added |
| SEI Investments Co | 179,199 | $34.9M | 0.03% | −184−0.1% | Reduced |
| Renaissance Technologies LLC | 178,720 | $34.8M | 0.05% | +75,600+73.3% | Added |
| Price T Rowe Associates Inc | 177,086 | $34.5M | 0.00% | +12,179+7.4% | Added |
| TD Asset Management Inc | 176,000 | $34.2M | 0.03% | −31,800−15.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 173,964 | $33.8M | 0.34% | −18,230−9.5% | Reduced |
| Baird Financial Group, Inc. | 169,033 | $32.9M | 0.05% | −48,099−22.2% | Reduced |
| Legal & General Group Plc | 166,548 | $32.4M | 0.01% | −17,919−9.7% | Reduced |
| California State Teachers Retirement System | 136,161 | $26.5M | 0.03% | +24,711+22.2% | Added |
| Envestnet Asset Management Inc | 135,132 | $26.3M | 0.01% | +25,615+23.4% | Added |
| Picton Mahoney Asset Management | 132,878 | $25.9M | 0.27% | −50,695−27.6% | Reduced |
| Arnhold LLC | 131,100 | $25.5M | 1.87% | 00.0% | Unchanged |
| Interval Partners, LP | 128,857 | $25.1M | 0.86% | +128,857 | New |
| Voloridge Investment Management, LLC | 127,957 | $24.9M | 0.10% | +127,957 | New |
| Westwood Holdings Group Inc. | 124,399 | $24.2M | 0.18% | −46,656−27.3% | Reduced |
| National Bank of Canada | 119,431 | $23.2M | 0.02% | −1,809−1.5% | Reduced |
| Jain Global LLC | 111,290 | $21.7M | 0.28% | −40,875−26.9% | Reduced |
| LPL Financial LLC | 111,096 | $21.6M | 0.01% | +38,971+54.0% | Added |
| Vanguard Asset Management, Ltd | 105,884 | $20.6M | 0.02% | +105,884 | New |
| New York State Teachers Retirement System | 102,222 | $19.9M | 0.04% | −4,935−4.6% | Reduced |
| Slate Path Capital LP | 100,600 | $19.6M | 0.29% | +100,600 | New |
| Nomura Asset Management International Inc. | 99,538 | $19.4M | 0.03% | −46,975−32.1% | Reduced |
| Driehaus Capital Management LLC | 97,914 | $19.0M | 0.14% | +97,914 | New |
| State Board of Administration of Florida Retirement System | 95,716 | $18.6M | 0.03% | −422−0.4% | Reduced |
| Tritonpoint Wealth, LLC | 95,172 | $18.5M | 1.98% | −2,332−2.4% | Reduced |
| Russell Investments Group, Ltd. | 93,183 | $18.1M | 0.02% | +20,134+27.6% | Added |
| Tocqueville Asset Management L.P. | 91,707 | $17.8M | 0.26% | −1,400−1.5% | Reduced |
| Hawk Ridge Capital Management LP | 90,388 | $17.6M | 0.64% | −103,600−53.4% | Reduced |
| Neuberger Berman Group LLC | 89,638 | $17.4M | 0.01% | +78,479+703.3% | Added |
| State of Wisconsin Investment Board | 87,988 | $17.1M | 0.04% | −12,114−12.1% | Reduced |