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 5 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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 176,000 | $34.2M | 0.03% | −31,800−15.3% | Reduced |
| Price T Rowe Associates Inc | 177,086 | $34.5M | 0.00% | +12,179+7.4% | Added |
| Renaissance Technologies LLC | 178,720 | $34.8M | 0.05% | +75,600+73.3% | Added |
| SEI Investments Co | 179,199 | $34.9M | 0.03% | −184−0.1% | Reduced |
| Citigroup Inc | 182,075 | $35.4M | 0.02% | +115,862+175.0% | Added |
| Border to Coast Pensions Partnership Ltd | 184,721 | $36.0M | 0.61% | +184,721 | New |
| Two Sigma Investments, LP | 188,622 | $36.7M | 0.03% | −7,087−3.6% | Reduced |
| California Public Employees Retirement System | 197,850 | $38.5M | 0.02% | +33,350+20.3% | Added |
| Schonfeld Strategic Advisors LLC | 204,897 | $39.9M | 0.32% | +106,076+107.3% | Added |
| Royal Bank of Canada | 212,792 | $41.4M | 0.01% | −14,099−6.2% | Reduced |
| Retirement Systems of Alabama | 216,377 | $42.1M | 0.14% | +2,736+1.3% | Added |
| Rice Hall James & Associates, LLC | 224,299 | $43.6M | 2.43% | +5,123+2.3% | Added |
| Nuveen, LLC | 230,739 | $44.9M | 0.01% | −454−0.2% | Reduced |
| Federated Hermes, Inc. | 233,300 | $45.4M | 0.07% | −41,868−15.2% | Reduced |
| Swiss National Bank | 234,300 | $45.6M | 0.03% | +2,100+0.9% | Added |
| Douglas Lane & Associates, LLC | 244,499 | $47.6M | 0.69% | −12,377−4.8% | Reduced |
| Principal Financial Group Inc | 261,784 | $50.9M | 0.03% | −46,727−15.1% | Reduced |
| Alliancebernstein L.P. | 375,127 | $51.0M | 0.02% | +209,223+126.1% | Added |
| Polar Capital Holdings Plc | 264,812 | $51.5M | 0.23% | +203,112+329.2% | Added |
| Squarepoint Ops LLC | 281,678 | $54.8M | 0.12% | +281,678 | New |
| Fishman Jay A Ltd | 284,261 | $55.3M | 4.94% | −14,076−4.7% | Reduced |
| BNP Paribas Arbitrage, SA | 288,249 | $56.1M | 0.04% | −150,926−34.4% | Reduced |
| Ameriprise Financial Inc | 296,961 | $57.8M | 0.01% | −192,186−39.3% | Reduced |
| UBS Asset Management Americas Inc | 297,805 | $57.9M | 0.01% | +191+0.1% | Added |
| Rhumbline Advisers | 300,972 | $58.6M | 0.05% | +7,067+2.4% | Added |
| Lord, Abbett & Co. LLC | 310,155 | $60.3M | 0.20% | +310,155 | New |
| Maple Rock Capital Partners Inc. | 320,242 | $62.3M | 2.03% | +320,242 | New |
| JPMorgan Chase & Co | 335,117 | $62.5M | 0.00% | +3,763+1.1% | Added |
| One Madison Group LLC | 336,700 | $65.5M | 7.57% | −27,166−7.5% | Reduced |
| Wellington Management Group LLP | 350,004 | $68.1M | 0.01% | −253,372−42.0% | Reduced |
| American Century Companies Inc | 368,133 | $71.6M | 0.04% | +108,056+41.5% | Added |
| Jane Street Group, LLC | 389,533 | $75.8M | 0.08% | +270,772+228.0% | Added |
| Allspring Global Investments Holdings, LLC | 391,800 | $77.7M | 0.13% | +306,373+358.6% | Added |
| Wells Fargo & Company | 403,637 | $78.5M | 0.02% | −33,204−7.6% | Reduced |
| Balyasny Asset Management LLC | 441,014 | $85.8M | 0.17% | +393,516+828.5% | Added |
| Bank of America Corp | 447,301 | $87.0M | 0.01% | +21,064+4.9% | Added |
| Qube Research & Technologies Ltd | 457,477 | $89.0M | 0.13% | +403,804+752.3% | Added |
| Massachusetts Financial Services Co | 477,648 | $96.1M | 0.03% | +237,910+99.2% | Added |
| Raymond James Financial Inc | 519,384 | $99.1M | 0.03% | −317,482−37.9% | Reduced |
| UBS Group AG | 513,201 | $99.8M | 0.02% | −659,557−56.2% | Reduced |
| Primecap Management Co | 568,334 | $110.6M | 0.09% | −1,300−0.2% | Reduced |
| Westfield Capital Management Co LP | 571,992 | $111.3M | 0.47% | −152,222−21.0% | Reduced |
| Frontier Capital Management Co LLC | 652,073 | $126.9M | 1.30% | −68,280−9.5% | Reduced |
| Groupama Asset Managment | 653,083 | $127.1M | 1.86% | +4,607+0.7% | Added |
| Bank of New York Mellon Corp | 716,747 | $139.4M | 0.03% | +6,167+0.9% | Added |
| Vanguard Fiduciary Trust Co | 726,195 | $141.3M | 0.04% | +726,195 | New |
| Cercano Management LLC | 756,536 | $147.2M | 6.36% | −1,189,460−61.1% | Reduced |
| Millennium Management LLC | 761,966 | $148.2M | 0.11% | +754,147+9,645.1% | Added |
| Charles Schwab Investment Management Inc | 911,070 | $177.2M | 0.03% | +29,109+3.3% | Added |
| FIL Ltd | 914,362 | $177.9M | 0.14% | −453,155−33.1% | Reduced |
| Capital International Investors | 925,663 | $180.1M | 0.04% | +925,663 | New |
| Northern Trust Corp | 978,028 | $190.3M | 0.03% | +25,861+2.7% | Added |
| Morgan Stanley | 1,026,370 | $199.7M | 0.01% | −167,410−14.0% | Reduced |
| Dimensional Fund Advisors LP | 1,111,192 | $216.1M | 0.04% | −79,703−6.7% | Reduced |
| Citadel Advisors LLC | 1,157,714 | $225.2M | 0.16% | +639,952+123.6% | Added |
| Hood River Capital Management LLC | 1,159,830 | $225.6M | 2.26% | +10,880+0.9% | Added |
| Goldman Sachs Group Inc | 1,186,334 | $230.8M | 0.03% | +630,179+113.3% | Added |
| Findlay Park Partners LLP | 1,189,000 | $231.3M | 3.22% | −226,100−16.0% | Reduced |
| Holocene Advisors, LP | 1,249,431 | $243.1M | 0.59% | +33,561+2.8% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 1,287,630 | $250.5M | 2.23% | −747,412−36.7% | Reduced |
| Geode Capital Management, LLC | 2,182,817 | $424.8M | 0.03% | +65,395+3.1% | Added |
| Bessemer Group Inc | 2,420,899 | $471.0M | 0.74% | +1,299,480+115.9% | Added |
| Clearbridge Investments, LLC | 2,772,656 | $539.4M | 0.47% | −197,575−6.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,787,012 | $542.2M | 0.37% | −172,748−5.8% | Reduced |
| Durable Capital Partners LP | 2,935,934 | $571.2M | 5.88% | −1,013,166−25.7% | Reduced |
| Orbis Allan Gray Ltd | 3,409,092 | $663.2M | 2.80% | −243,497−6.7% | Reduced |
| State Street Corp | 3,582,960 | $697.1M | 0.02% | +72,823+2.1% | Added |
| FMR LLC | 3,604,998 | $701.4M | 0.04% | +698,720+24.0% | Added |
| Vanguard Portfolio Management LLC | 4,746,471 | $923.4M | 0.05% | +4,746,471 | New |
| Invesco Ltd. | 4,831,614 | $940.0M | 0.09% | −1,406,272−22.5% | Reduced |
| Vanguard Capital Management LLC | 5,060,285 | $984.5M | 0.02% | +5,060,285 | New |
| Capital World Investors | 5,778,228 | $1.12B | 0.15% | −4,695,176−44.8% | Reduced |
| Capital Research Global Investors | 9,588,191 | $1.87B | 0.29% | −1,569,138−14.1% | Reduced |
| MFN Partners Management, LP | 11,425,369 | $2.22B | 46.55% | 00.0% | Unchanged |
| BlackRock, Inc. | 12,167,246 | $2.37B | 0.04% | +522,626+4.5% | Added |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −933,703−100.0% | Sold out |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −467,057−100.0% | Sold out |
| Milford Funds Ltd | 0 | $0 | 0.00% | −180,029−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −165,895−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −115,784−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −73,000−100.0% | Sold out |
| GCM Grosvenor Holdings, LLC | 0 | $0 | 0.00% | −54,351−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −18,559−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −13,517−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,037−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −8,525−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −8,384−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,813−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,566−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −7,176−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Supplemental Annuity Collective Trust of NJ | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,531−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,273−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,216−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |