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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, 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.

Institutional holdersQ1 2026: 675 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 heldQ1 2026: $22.6B
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, Q1 2026

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q4 2025.

Institutions holding XPO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Ethic Inc.3,138$610.5K0.01%−3,681−54.0%Reduced
Rockefeller Capital Management L.P.3,138$610.5K0.00%+631+25.2%Added
Brighton Jones LLC3,165$615.8K0.01%+3,165New
Stephens Inc3,169$616.5K0.01%+399+14.4%Added
American Trust3,173$617.3K0.05%−240−7.0%Reduced
SageView Advisory Group, LLC3,178$618.3K0.02%−705−18.2%Reduced
Sterling Capital Management LLC3,239$630.1K0.01%−2,327−41.8%Reduced
Everence Capital Management Inc3,265$635.0K0.04%+255+8.5%Added
TIAA Wealth Investment Management LLC3,265$635.2K0.00%+3,265New
NewEdge Wealth, LLC3,311$644.2K0.01%+1,040+45.8%Added
North Dakota State Investment Board3,351$651.9K0.03%−685−17.0%Reduced
Grandview Asset Management LLC3,416$664.6K0.19%+299+9.6%Added
Sequoia Financial Advisors, LLC3,427$666.7K0.00%−165−4.6%Reduced
Twinbeech Capital LP3,467$674.5K0.07%+3,467New
Northwestern Mutual Wealth Management Co3,484$677.8K0.00%+276+8.6%Added
CTC Alternative Strategies, Ltd.3,500$680.9K1.55%+3,500New
Rafferty Asset Management, LLC3,512$683.3K0.00%−507−12.6%Reduced
GAMMA Investing LLC3,535$687.7K0.03%+961+37.3%Added
KBC Group NV3,546$690.0K0.00%00.0%Unchanged
Snowden Capital Advisors LLC3,572$694.9K0.02%+1,680+88.8%Added
CIBC Asset Management Inc3,594$699.2K0.00%00.0%Unchanged
Concurrent Investment Advisors, LLC3,627$705.6K0.01%+3,627New
Vestmark Advisory Solutions, Inc.3,644$708.9K0.01%+3,644New
Flputnam Investment Management Co3,645$709.1K0.01%00.0%Unchanged
Argent Trust Co3,665$713.0K0.02%+300+8.9%Added
First Eagle Investment Management, LLC3,705$720.8K0.00%−6−0.2%Reduced
Wellspring Financial Advisors, LLC3,750$729.6K0.05%+1,033+38.0%Added
Shelton Capital Management3,801$739.5K0.02%−73−1.9%Reduced
Ostrum Asset Management3,895$757.8K0.04%−805−17.1%Reduced
SRS Capital Advisors, Inc.3,905$759.7K0.02%+527+15.6%Added
Empowered Funds, LLC3,909$760.5K0.00%+3,909New
Kestra Advisory Services, LLC3,924$763.3K0.00%+3,233+467.9%Added
Coldstream Capital Management Inc3,938$766.1K0.01%+1,329+50.9%Added
Canada Pension Plan Investment Board4,000$778.2K0.00%+2,100+110.5%Added
Cresset Asset Management, LLC4,158$809.0K0.00%+39+0.9%Added
Resonant Capital Advisors, LLC4,193$815.7K0.04%+96+2.3%Added
Capital Group Investment Management Pte. Ltd.4,261$829.0K0.14%−1,517−26.3%Reduced
Farringdon Capital, Ltd.4,265$829.8K0.18%−1,388−24.6%Reduced
Mitsubishi UFJ Trust & Banking Corp4,338$844.0K0.00%+4,338New
Centiva Capital, LP4,341$844.5K0.04%+4,341New
Sanctuary Advisors, LLC4,343$844.9K0.00%+2,293+111.9%Added
Machina Capital S.A.S.4,414$858.7K0.17%+4,414New
Regions Financial Corp4,442$864.2K0.01%−363−7.6%Reduced
Kingsview Wealth Management, LLC4,484$872.4K0.01%−480−9.7%Reduced
MML Investors Services, LLC4,670$908.5K0.00%+1,322+39.5%Added
Jump Financial, LLC4,672$908.9K0.01%+4,672New
Quintet Private Bank (Europe) S.A.4,700$914.4K0.06%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP4,320$919.0K0.01%00.0%Unchanged
Nicholas Hoffman & Company, LLC.4,727$919.6K0.02%00.0%Unchanged
Engineers Gate Manager LP4,743$922.8K0.01%+4,743New
Promethium Advisors,llc4,762$926.4K0.48%−60−1.2%Reduced
Summit Trail Advisors, LLC4,784$930.7K0.01%−3,322−41.0%Reduced
Pinnacle Associates Ltd4,844$942.4K0.01%−914−15.9%Reduced
Tower Research Capital LLC (TRC)4,847$943.0K0.02%+674+16.2%Added
Truist Financial Corp4,898$952.9K0.00%−227−4.4%Reduced
ProShare Advisors LLC4,942$961.5K0.00%−7−0.1%Reduced
Blair William & Co4,956$964.2K0.00%+29+0.6%Added
Franklin Resources Inc4,991$971.0K0.00%+4,991New
Cherokee Insurance Co5,000$972.8K0.37%00.0%Unchanged
Empirical Capital Management, LLC5,000$973.0K0.58%−32,000−86.5%Reduced
Bridgefront Capital, LLC5,006$973.9K0.24%−1,338−21.1%Reduced
Toroso Investments, LLC5,124$996.9K0.00%−63−1.2%Reduced
Webster Bank, N. A.5,155$1.00M0.09%00.0%Unchanged
Perpetual Ltd5,159$1.00M0.02%−329−6.0%Reduced
Walter & Keenan Financial Consulting Co5,219$1.02M0.29%00.0%Unchanged
Ofi Invest Asset Management6,148$1.04M0.01%00.0%Unchanged
Odyssean, LLC5,369$1.04M0.38%00.0%Unchanged
M&T Bank Corp5,516$1.07M0.00%+270+5.1%Added
Wealth Enhancement Advisory Services, LLC8,145$1.08M0.00%−8,018−49.6%Reduced
Huntington National Bank5,553$1.08M0.01%−63−1.1%Reduced
Anchyra Partners LLC5,573$1.08M0.33%+5+0.1%Added
Cerity Partners LLC5,605$1.09M0.00%+1,359+32.0%Added
Mystic Asset Management, Inc.5,700$1.11M0.26%00.0%Unchanged
Turas Capital Management LP5,700$1.11M0.28%+5,700New
Retireful, LLC5,736$1.12M1.57%+5,736New
Maryland State Retirement & Pension System5,821$1.13M0.02%00.0%Unchanged
Tenon Financial LLC5,844$1.14M0.45%00.0%Unchanged
Northwest & Ethical Investments L.P.5,577$1.14M0.03%−2,088−27.2%Reduced
Evergreen Capital Management LLC5,904$1.15M0.02%+1,400+31.1%Added
JBF Capital, Inc.6,000$1.17M0.17%00.0%Unchanged
Headlands Technologies LLC6,050$1.18M0.13%+6,050New
Wiley Bros.-Aintree Capital, LLC6,109$1.19M0.01%+1,163+23.5%Added
QRG Capital Management, Inc.6,119$1.19M0.01%+1,062+21.0%Added
Sigma Investment Counselors Inc6,259$1.22M0.06%00.0%Unchanged
Prudential Financial Inc6,318$1.23M0.00%−559−8.1%Reduced
Emerald Advisers, LLC6,325$1.23M0.04%+2,760+77.4%Added
Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf)6,336$1.23M0.06%−6,676−51.3%Reduced
Life Planning Partners, Inc6,385$1.24M0.95%00.0%Unchanged
Ensign Peak Advisors, Inc6,391$1.24M0.00%00.0%Unchanged
Qsemble Capital Management, LP6,395$1.24M0.10%+6,395New
Agf Management Ltd6,400$1.25M0.01%00.0%Unchanged
Guerra Pan Advisors, LLC6,536$1.27M0.79%+625+10.6%Added
Nisa Investment Advisors, LLC6,691$1.30M0.00%+3,655+120.4%Added
Campbell & CO Investment Adviser LLC6,754$1.31M0.07%+6,754New
Flagship Harbor Advisors, LLC6,802$1.32M0.06%−300−4.2%Reduced
Hantz Financial Services, Inc.6,806$1.32M0.02%+2,598+61.7%Added
Sig Brokerage, LP6,814$1.33M0.37%+6,814New
City Holding Co6,815$1.33M0.17%−200−2.9%Reduced
Vident Advisory, LLC6,904$1.34M0.01%+1,471+27.1%Added
Greenleaf Trust6,957$1.35M0.01%+15+0.2%Added