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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 26,394 | $5.13M | 0.01% | −39−0.1% | Reduced |
| KLP Kapitalforvaltning AS | 26,400 | $5.14M | 0.02% | +600+2.3% | Added |
| STRS Ohio | 26,842 | $5.22M | 0.02% | −15,904−37.2% | Reduced |
| AQR Capital Management LLC | 27,200 | $5.25M | 0.00% | −7,237−21.0% | Reduced |
| Spire Wealth Management | 27,321 | $5.32M | 0.18% | +27,121+13,560.5% | Added |
| Greenstone Partners & Co., LLC | 27,715 | $5.39M | 1.36% | −165,988−85.7% | Reduced |
| K.J. Harrison & Partners Inc | 28,000 | $5.45M | 0.90% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 28,046 | $5.46M | 0.49% | +25,613+1,052.7% | Added |
| State of Michigan Retirement System | 28,142 | $5.48M | 0.03% | +400+1.4% | Added |
| Bank of Montreal | 28,992 | $5.64M | 0.00% | −34,779−54.5% | Reduced |
| RBF Capital, LLC | 29,000 | $5.64M | 0.28% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,352 | $5.71M | 0.03% | −22−0.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 29,569 | $5.75M | 0.02% | +29,569 | New |
| Game Creek Capital, LP | 29,600 | $5.76M | 2.21% | −4,400−12.9% | Reduced |
| J. Goldman & Co LP | 29,969 | $5.83M | 0.27% | +29,969 | New |
| Shellback Capital, LP | 30,000 | $5.84M | 0.83% | +30,000 | New |
| Partners Group Holding AG | 30,934 | $6.02M | 0.45% | −10,943−26.1% | Reduced |
| Verition Fund Management LLC | 32,087 | $6.24M | 0.06% | +8,030+33.4% | Added |
| Arizona State Retirement System | 32,263 | $6.28M | 0.04% | −238−0.7% | Reduced |
| Mawer Investment Management Ltd. | 33,010 | $6.42M | 0.04% | +33,010 | New |
| Gilman Hill Asset Management, LLC | 33,784 | $6.57M | 0.99% | −12,231−26.6% | Reduced |
| Fifth Third Bancorp | 33,884 | $6.59M | 0.01% | +32,793+3,005.8% | Added |
| Louisiana State Employees Retirement System | 34,000 | $6.61M | 0.12% | +1,500+4.6% | Added |
| Aquatic Capital Management LLC | 34,129 | $6.64M | 0.19% | +34,129 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,332 | $6.68M | 0.01% | +9,461+38.0% | Added |
| Redmond Asset Management, LLC | 34,682 | $6.75M | 1.84% | −20,208−36.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,860 | $6.78M | 0.05% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 34,880 | $6.79M | 0.10% | −56,210−61.7% | Reduced |
| Agman Capital LLC | 34,960 | $6.80M | 5.41% | −6,633−15.9% | Reduced |
| Yousif Capital Management, LLC | 34,980 | $6.81M | 0.08% | −1,825−5.0% | Reduced |
| Capital International Sarl | 35,460 | $6.90M | 0.11% | −9,843−21.7% | Reduced |
| Traynor Capital Management, Inc. | 37,011 | $6.90M | 0.41% | −973−2.6% | Reduced |
| Handelsbanken Fonder AB | 37,000 | $7.20M | 0.02% | +3,100+9.1% | Added |
| Victory Capital Management Inc | 38,529 | $7.50M | 0.00% | −1,992−4.9% | Reduced |
| Jones Financial Companies LLLP | 39,913 | $7.55M | 0.00% | +30,448+321.7% | Added |
| CIBC World Markets Inc. | 39,723 | $7.73M | 0.01% | +37,979+2,177.7% | Added |
| Man Group plc | 40,285 | $7.84M | 0.02% | +40,285 | New |
| State of New Jersey Common Pension Fund D | 40,465 | $7.87M | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 40,589 | $7.90M | 0.01% | −663−1.6% | Reduced |
| Steadfast Capital Management LP | 41,703 | $8.11M | 0.31% | −85,297−67.2% | Reduced |
| Susquehanna International Group, LLP | 41,753 | $8.12M | 0.01% | −48,272−53.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,435 | $8.45M | 0.02% | +7,137+19.7% | Added |
| Janney Montgomery Scott LLC | 43,524 | $8.47M | 0.02% | +2,954+7.3% | Added |
| Schroder Investment Management Group | 46,585 | $8.68M | 0.01% | +13,585+41.2% | Added |
| Mutual of America Capital Management LLC | 44,893 | $8.73M | 0.10% | −3,960−8.1% | Reduced |
| Trexquant Investment LP | 45,131 | $8.78M | 0.06% | +35,516+369.4% | Added |
| Vanguard Global Advisers, LLC | 48,773 | $9.49M | 0.01% | +48,773 | New |
| State of Tennessee, Treasury Department | 48,861 | $9.51M | 0.03% | +3,202+7.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 48,887 | $9.51M | 0.08% | +346+0.7% | Added |
| Treasurer of the State of North Carolina | 49,075 | $9.55M | 0.03% | +1,049+2.2% | Added |
| Lagoda Investment Management, L.P. | 49,700 | $9.67M | 5.96% | −18,965−27.6% | Reduced |
| Davidson Kempner Capital Management LP | 50,000 | $9.73M | 0.17% | +50,000 | New |
| Quantinno Capital Management LP | 53,089 | $10.3M | 0.02% | +21,282+66.9% | Added |
| Janus Henderson Group PLC | 53,213 | $10.4M | 0.00% | +1,511+2.9% | Added |
| Amalgamated Bank | 53,541 | $10.4M | 0.08% | −385−0.7% | Reduced |
| Channing Capital Management, LLC | 59,459 | $11.6M | 0.30% | −14,105−19.2% | Reduced |
| Manufacturers Life Insurance Company, The | 59,595 | $11.6M | 0.01% | −4,305−6.7% | Reduced |
| New York State Common Retirement Fund | 61,289 | $11.9M | 0.02% | +1,035+1.7% | Added |
| Oppenheimer & Co Inc | 61,556 | $12.0M | 0.15% | −585−0.9% | Reduced |
| Thornburg Investment Management Inc | 62,018 | $12.1M | 0.13% | −22,470−26.6% | Reduced |
| Public Employees Retirement System of Ohio | 63,422 | $12.3M | 0.04% | −12,839−16.8% | Reduced |
| HRT Financial LP | 63,450 | $12.3M | 0.03% | +59,483+1,499.4% | Added |
| Nicholas Investment Partners, LP | 63,679 | $12.4M | 0.89% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 64,028 | $12.5M | 0.02% | +14,189+28.5% | Added |
| Gotham Asset Management, LLC | 64,143 | $12.5M | 0.04% | −12,941−16.8% | Reduced |
| Intech Investment Management LLC | 64,269 | $12.5M | 0.12% | +5,187+8.8% | Added |
| Jag Capital Management, LLC | 65,301 | $12.7M | 1.43% | +60,846+1,365.8% | Added |
| Great West Life Assurance Co | 67,692 | $13.2M | 0.02% | −209−0.3% | Reduced |
| Algert Global LLC | 68,823 | $13.4M | 0.20% | +21,245+44.7% | Added |
| Barclays PLC | 68,827 | $13.4M | 0.00% | −97,293−58.6% | Reduced |
| Walleye Capital LLC | 73,290 | $14.3M | 0.09% | +73,290 | New |
| First Trust Advisors LP | 77,785 | $15.1M | 0.01% | +29,326+60.5% | Added |
| Worldquant Millennium Advisors LLC | 78,169 | $15.2M | 0.06% | +78,169 | New |
| MetLife Investment Management | 82,185 | $16.0M | 0.08% | −5,709−6.5% | Reduced |
| Brevan Howard Capital Management LP | 85,603 | $16.7M | 0.17% | +85,603 | New |
| State of Wisconsin Investment Board | 87,988 | $17.1M | 0.04% | −12,114−12.1% | Reduced |
| Neuberger Berman Group LLC | 89,638 | $17.4M | 0.01% | +78,479+703.3% | Added |
| Hawk Ridge Capital Management LP | 90,388 | $17.6M | 0.64% | −103,600−53.4% | Reduced |
| Tocqueville Asset Management L.P. | 91,707 | $17.8M | 0.26% | −1,400−1.5% | Reduced |
| Russell Investments Group, Ltd. | 93,183 | $18.1M | 0.02% | +20,134+27.6% | Added |
| Tritonpoint Wealth, LLC | 95,172 | $18.5M | 1.98% | −2,332−2.4% | Reduced |
| State Board of Administration of Florida Retirement System | 95,716 | $18.6M | 0.03% | −422−0.4% | Reduced |
| Driehaus Capital Management LLC | 97,914 | $19.0M | 0.14% | +97,914 | New |
| Nomura Asset Management International Inc. | 99,538 | $19.4M | 0.03% | −46,975−32.1% | Reduced |
| Slate Path Capital LP | 100,600 | $19.6M | 0.29% | +100,600 | New |
| New York State Teachers Retirement System | 102,222 | $19.9M | 0.04% | −4,935−4.6% | Reduced |
| Vanguard Asset Management, Ltd | 105,884 | $20.6M | 0.02% | +105,884 | New |
| LPL Financial LLC | 111,096 | $21.6M | 0.01% | +38,971+54.0% | Added |
| Jain Global LLC | 111,290 | $21.7M | 0.28% | −40,875−26.9% | Reduced |
| National Bank of Canada | 119,431 | $23.2M | 0.02% | −1,809−1.5% | Reduced |
| Westwood Holdings Group Inc. | 124,399 | $24.2M | 0.18% | −46,656−27.3% | Reduced |
| Voloridge Investment Management, LLC | 127,957 | $24.9M | 0.10% | +127,957 | New |
| Interval Partners, LP | 128,857 | $25.1M | 0.86% | +128,857 | New |
| Arnhold LLC | 131,100 | $25.5M | 1.87% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 132,878 | $25.9M | 0.27% | −50,695−27.6% | Reduced |
| Envestnet Asset Management Inc | 135,132 | $26.3M | 0.01% | +25,615+23.4% | Added |
| California State Teachers Retirement System | 136,161 | $26.5M | 0.03% | +24,711+22.2% | Added |
| Legal & General Group Plc | 166,548 | $32.4M | 0.01% | −17,919−9.7% | Reduced |
| Baird Financial Group, Inc. | 169,033 | $32.9M | 0.05% | −48,099−22.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 173,964 | $33.8M | 0.34% | −18,230−9.5% | Reduced |