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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
Quadrature Capital Ltd7,019$1.37M0.02%+7,019New
Crossmark Global Holdings, Inc.7,109$1.38M0.02%+119+1.7%Added
Federation des caisses Desjardins du Quebec7,141$1.39M0.00%−2,108−22.8%Reduced
Armis Advisers, LLC7,009$1.39M0.13%00.0%Unchanged
IMA Wealth, Inc.7,148$1.39M0.14%−78−1.1%Reduced
Skopos Labs, Inc.7,297$1.42M0.04%+3,235+79.6%Added
FORA Capital, LLC7,303$1.42M0.10%+7,303New
Middleton & Co Inc7,430$1.45M0.16%−20−0.3%Reduced
Twin Tree Management, LP7,460$1.45M0.30%+7,460New
Mercer Global Advisors Inc7,628$1.48M0.00%+493+6.9%Added
United Capital Financial Advisers, LLC7,680$1.49M0.01%+1,224+19.0%Added
Nemes Rush Group LLC7,842$1.53M0.15%−46−0.6%Reduced
Swiss Life Asset Management Ltd7,861$1.53M0.01%+2,202+38.9%Added
Sciencast Management LP7,895$1.54M0.20%+7,895New
Graham Capital Management, L.P.8,000$1.56M0.05%−1,400−14.9%Reduced
Dakota Wealth Management8,144$1.58M0.03%−6,497−44.4%Reduced
SG Americas Securities, LLC8,465$1.65M0.00%−17,421−67.3%Reduced
Brinker Capital Investments, LLC8,521$1.66M0.01%+5,587+190.4%Added
Securian Asset Management, Inc8,655$1.68M0.07%+100+1.2%Added
HighVista Strategies LLC8,923$1.74M0.48%−3,800−29.9%Reduced
Ashton Thomas Private Wealth, LLC8,999$1.75M0.04%+88+1.0%Added
Brant Point Investment Management LLC9,042$1.76M0.48%−958−9.6%Reduced
Parallax Volatility Advisers, L.P.7,913$1.80M0.08%+7,913New
Sigma Planning Corp9,274$1.80M0.05%−411−4.2%Reduced
Resources Management Corp9,312$1.81M0.24%−220−2.3%Reduced
Cambridge Investment Research Advisors, Inc.9,666$1.88M0.00%−90−0.9%Reduced
Gateway Investment Advisers LLC9,680$1.88M0.02%−11,205−53.7%Reduced
Aureus Asset Management, LLC10,000$1.95M0.13%00.0%Unchanged
Marshall Wace, LLP10,010$1.95M0.00%+336+3.5%Added
Brown Advisory Inc10,433$2.03M0.00%+1,762+20.3%Added
Capital International Inc10,606$2.06M0.02%−3,708−25.9%Reduced
Fifth Third Wealth Advisors LLC10,927$2.13M0.07%+639+6.2%Added
Thoroughbred Financial Services, LLC11,165$2.17M0.13%00.0%Unchanged
HighTower Advisors, LLC11,379$2.21M0.00%+971+9.3%Added
State of Alaska, Department of Revenue11,702$2.28M0.02%+190+1.7%Added
Public Employees Retirement Association of Colorado11,741$2.28M0.01%00.0%Unchanged
Quadrant Capital Group LLC11,788$2.29M0.07%+449+4.0%Added
O'Shaughnessy Asset Management, LLC11,794$2.29M0.01%+2,221+23.2%Added
The PNC Financial Services Group, Inc.11,815$2.30M0.00%+1,001+9.3%Added
Rathbone Brothers plc12,225$2.38M0.01%00.0%Unchanged
First Citizens Bank & Trust Co12,250$2.38M0.05%+872+7.7%Added
Commonwealth Equity Services, LLC12,376$2.41M0.00%−637−4.9%Reduced
Teacher Retirement System of Texas12,432$2.42M0.01%+8,541+219.5%Added
Deutsche Bank AG12,664$2.46M0.00%+195+1.6%Added
Envestnet Portfolio Solutions, Inc.12,671$2.47M0.01%+417+3.4%Added
Calamos Advisors LLC12,752$2.48M0.01%−1,221−8.7%Reduced
Landscape Capital Management, L.L.C.12,766$2.48M0.16%+12,766New
Captrust Financial Advisors12,858$2.50M0.00%+2,629+25.7%Added
Entropy Technologies, LP12,869$2.50M0.12%+7,419+136.1%Added
Advisor Group Holdings, Inc.12,986$2.53M0.00%+2,084+19.1%Added
Amundi13,196$2.57M0.00%+6,866+108.5%Added
Allstate Corp13,348$2.60M0.03%+13,348New
South Dakota Investment Council13,506$2.63M0.05%+1,600+13.4%Added
PensionDanmark Pensionsforsikringsaktieselskab13,720$2.67M0.03%−780−5.4%Reduced
Creative Planning14,077$2.74M0.00%+2,213+18.7%Added
JustInvest LLC14,392$2.80M0.03%+607+4.4%Added
New York Life Investment Management LLC14,802$2.88M0.02%+4,291+40.8%Added
Virtu Financial LLC15,041$2.93M0.12%−1,257−7.7%Reduced
Virginia Retirement Systems Et Al15,099$2.94M0.02%+9,600+174.6%Added
Cetera Investment Advisers15,313$2.98M0.00%+2,390+18.5%Added
Baker Avenue Asset Management, LP15,427$3.00M0.07%−1,572−9.2%Reduced
Independent Advisor Alliance15,673$3.05M0.03%−2,029−11.5%Reduced
LMR Partners LLP16,146$3.14M0.03%+16,146New
Jefferies Financial Group Inc.16,423$3.20M0.04%+16,423New
Guggenheim Capital LLC16,898$3.29M0.03%+5,989+54.9%Added
Sargent Investment Group, LLC16,954$3.30M0.43%−506−2.9%Reduced
DnB Asset Management AS17,046$3.32M0.01%+9,962+140.6%Added
Xponance, Inc.17,427$3.39M0.02%+3,263+23.0%Added
Pacer Advisors, Inc.18,018$3.50M0.01%−1,832−9.2%Reduced
Voya Investment Management LLC18,030$3.51M0.00%+5,746+46.8%Added
HSBC Holdings PLC18,341$3.52M0.00%+4,126+29.0%Added
Y-Intercept (Hong Kong) Ltd18,300$3.56M0.07%+3,566+24.2%Added
Acadian Asset Management LLC18,593$3.61M0.01%+18,593New
CI Private Wealth, LLC18,648$3.63M0.01%+13,803+284.9%Added
Pictet Asset Management Holding SA18,638$3.63M0.00%+1,312+7.6%Added
Utah Retirement Systems18,662$3.63M0.04%+12,549+205.3%Added
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.18,863$3.67M0.49%−902−4.6%Reduced
Ci Investments Inc.19,182$3.73M0.02%−9,318−32.7%Reduced
US Bancorp19,266$3.75M0.00%−2,004−9.4%Reduced
Capital International Ltd19,400$3.77M0.14%−6,919−26.3%Reduced
Occudo Quantitative Strategies LP17,161$3.78M0.21%+17,161New
Catalyst Funds Management Pty Ltd19,597$3.81M0.65%+19,597New
4D Advisors, LLC20,000$3.89M2.47%+20,000New
AE Wealth Management LLC20,162$3.92M0.02%+17,178+575.7%Added
Steward Partners Investment Advisory, LLC20,334$3.96M0.02%+18,883+1,301.4%Added
Panagora Asset Management Inc21,092$4.10M0.02%+21,092New
Ameritas Investment Partners, Inc.21,581$4.20M0.13%+68+0.3%Added
Pinebridge Investments LLC21,618$4.21M0.04%+21,618New
Pathstone Holdings, LLC21,922$4.26M0.02%+744+3.5%Added
Formula Growth Ltd23,000$4.47M2.02%00.0%Unchanged
Hudson Bay Capital Management LP23,189$4.51M0.03%−53,711−69.8%Reduced
X-Square Capital, LLC23,527$4.58M1.54%+444+1.9%Added
Citizens Financial Group Inc23,530$4.58M0.06%−503−2.1%Reduced
Oregon Public Employees Retirement Fund24,061$4.68M0.06%+572+2.4%Added
Oliver Luxxe Assets LLC24,160$4.70M0.70%+308+1.3%Added
New Mexico Educational Retirement Board24,600$4.79M0.15%+1,100+4.7%Added
Bridgewater Associates, LP25,191$4.90M0.02%−8,018−24.1%Reduced
Castleark Management LLC25,849$5.03M0.17%−28,420−52.4%Reduced
Northwestern Mutual Investment Management Company, LLC26,244$5.11M0.08%−19−0.1%Reduced
XTX Topco Ltd26,378$5.13M0.09%+2,174+9.0%Added