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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, Q2 2026

Institutional positions in XPO, Inc. as of Jun 30, 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
752
+84 vs. Q1 2026
Shares held
118.9M
+2.65M (+2.3%) vs. Q1 2026
Total value
$24.4B
+$1.81B (+8.0%) vs. Q1 2026
New holders
162
271 more added
Sold out
78
212 more reduced

7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 752 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 heldQ2 2026: $24.4B
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, Q2 2026

Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q1 2026.

Institutions holding XPO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Captrust Financial Advisors13,756$2.82M0.00%+898+7.0%Added
SummitTX Capital, L.P.13,764$2.83M0.07%+13,764New
Advisor Group Holdings, Inc.13,816$2.84M0.00%+830+6.4%Added
Argent Capital Management LLC13,944$2.86M0.09%+13,944New
South Dakota Investment Council14,106$2.90M0.05%+600+4.4%Added
Cetera Investment Advisers14,230$2.92M0.00%−1,083−7.1%Reduced
Massar Capital Management, LP14,389$2.95M1.01%+14,389New
JustInvest LLC14,425$2.96M0.02%+33+0.2%Added
Aubrey Capital Management Ltd14,500$2.98M1.86%+14,500New
Sargent Investment Group, LLC14,509$2.98M0.36%−2,445−14.4%Reduced
Nissay Asset Management Corp15,407$3.16M0.01%+15,407New
Concurrent Investment Advisors, LLC15,420$3.17M0.03%+11,793+325.1%Added
Toronto Dominion Bank15,484$3.18M0.01%+15,484New
Campbell & CO Investment Adviser LLC15,685$3.22M0.17%+8,931+132.2%Added
Prudential Financial Inc15,793$3.24M0.00%+9,475+150.0%Added
Engineers Gate Manager LP15,839$3.25M0.04%+11,096+233.9%Added
Independent Advisor Alliance16,033$3.29M0.08%+360+2.3%Added
Creative Planning16,221$3.33M0.00%+2,144+15.2%Added
Ensign Peak Advisors, Inc16,291$3.34M0.01%+9,900+154.9%Added
Havemeyer Place LP16,327$3.35M0.33%+14,786+959.5%Added
Police & Firemen's Retirement System of New Jersey17,036$3.50M0.03%−31,851−65.2%Reduced
British Columbia Investment Management Corp17,183$3.53M0.02%+17,183New
KBC Group NV17,205$3.53M0.01%+13,659+385.2%Added
OP Asset Management Ltd17,257$3.54M0.04%+14,465+518.1%Added
Utah Retirement Systems17,300$3.55M0.03%−1,362−7.3%Reduced
Baker Avenue Asset Management, LP17,643$3.62M0.07%+2,216+14.4%Added
Eurizon Capital SGR S.p.A.18,086$3.72M0.01%+16,045+786.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.18,386$3.77M0.00%+16,183+734.6%Added
Calamos Advisors LLC18,567$3.81M0.01%+5,815+45.6%Added
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.18,756$3.85M0.45%−107−0.6%Reduced
PensionDanmark Pensionsforsikringsaktieselskab18,820$3.86M0.03%+5,100+37.2%Added
Capital International Ltd19,418$3.99M0.13%+18+0.1%Added
Silvant Capital Management LLC19,446$3.99M0.12%+19,446New
US Bancorp19,949$4.10M0.00%+683+3.5%Added
1060 Capital, LLC20,000$4.11M5.79%+20,000New
Voya Investment Management LLC20,194$4.15M0.00%+2,164+12.0%Added
SEB Asset Management AB20,449$4.20M0.02%+20,449New
Fideuram Asset Management (Ireland) dac19,657$4.22M0.08%+19,657New
AE Wealth Management LLC21,166$4.35M0.02%+1,004+5.0%Added
Boothbay Fund Management, LLC21,239$4.36M0.08%+21,239New
Hudson Bay Capital Management LP21,586$4.43M0.02%−1,603−6.9%Reduced
Ameritas Investment Partners, Inc.21,608$4.44M0.12%+27+0.1%Added
Pathstone Holdings, LLC21,808$4.48M0.01%−114−0.5%Reduced
Exchange Traded Concepts, LLC22,064$4.53M0.02%+21,049+2,073.8%Added
Pinebridge Investments LLC22,101$4.54M0.04%+483+2.2%Added
Oliver Luxxe Assets LLC22,547$4.63M0.68%−1,613−6.7%Reduced
Formula Growth Ltd23,000$4.72M1.66%00.0%Unchanged
IFM Investors Pty Ltd23,340$4.79M0.03%+23,340New
Gilman Hill Asset Management, LLC23,751$4.88M0.67%−10,033−29.7%Reduced
K.J. Harrison & Partners Inc24,000$4.93M0.70%−4,000−14.3%Reduced
X-Square Capital, LLC24,078$4.94M1.25%+551+2.3%Added
Oregon Public Employees Retirement Fund24,261$4.98M0.05%+200+0.8%Added
New Mexico Educational Retirement Board24,600$5.05M0.13%00.0%Unchanged
Citizens Financial Group Inc24,850$5.10M0.06%+1,320+5.6%Added
CI Private Wealth, LLC25,160$5.17M0.01%+6,512+34.9%Added
Swiss Life Asset Management Ltd25,191$5.17M0.02%+17,330+220.5%Added
Lansforsakringar Fondforvaltning AB (publ)25,681$5.27M0.02%+25,681New
Brevan Howard Capital Management LP25,943$5.33M0.07%−59,660−69.7%Reduced
Bridgewater Associates, LP26,152$5.37M0.02%+961+3.8%Added
Ci Investments Inc.26,314$5.40M0.02%+7,132+37.2%Added
Northwestern Mutual Investment Management Company, LLC26,412$5.42M0.06%+168+0.6%Added
Thrivent Financial for Lutherans27,255$5.59M0.01%+861+3.3%Added
State of Michigan Retirement System27,442$5.63M0.02%−700−2.5%Reduced
Spire Wealth Management27,466$5.64M0.17%+145+0.5%Added
DnB Asset Management AS27,577$5.66M0.02%+10,531+61.8%Added
STRS Ohio27,763$5.70M0.02%+921+3.4%Added
Bank of Montreal28,995$5.95M0.00%+30.0%Added
RBF Capital, LLC29,000$5.95M0.25%00.0%Unchanged
Cercano Management LLC29,081$5.97M0.80%−727,455−96.2%Reduced
Game Creek Capital, LP29,100$5.97M2.58%−500−1.7%Reduced
Partners Group Holding AG29,691$6.10M0.42%−1,243−4.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)29,974$6.15M0.01%−13,461−31.0%Reduced
Fifth Third Bancorp30,385$6.24M0.01%−3,499−10.3%Reduced
Janney Montgomery Scott LLC30,828$6.33M0.01%−12,696−29.2%Reduced
Xponance, Inc.31,017$6.37M0.04%+13,590+78.0%Added
Canada Pension Plan Investment Board31,500$6.47M0.00%+27,500+687.5%Added
Resona Asset Management Co.,Ltd.31,765$6.53M0.03%+31,765New
Agman Capital LLC32,318$6.63M4.43%−2,642−7.6%Reduced
Steward Partners Investment Advisory, LLC32,576$6.69M0.03%+12,242+60.2%Added
Arizona State Retirement System32,817$6.74M0.03%+554+1.7%Added
Yousif Capital Management, LLC33,106$6.80M0.08%−1,874−5.4%Reduced
Mn Services Vermogensbeheer B.V.33,300$6.84M0.05%+33,300New
Entropy Technologies, LP33,302$6.84M0.27%+20,433+158.8%Added
Redmond Asset Management, LLC33,463$6.87M1.71%−1,219−3.5%Reduced
Louisiana State Employees Retirement System34,400$7.06M0.10%+400+1.2%Added
Nykredit A/S34,852$7.15M0.03%+34,852New
Capital International Sarl34,890$7.16M0.10%−570−1.6%Reduced
Fulton Breakefield Broenniman LLC35,805$7.35M0.43%+35,805New
iA Global Asset Management Inc.35,842$7.36M0.09%+962+2.8%Added
State of New Jersey Common Pension Fund D36,932$7.58M0.03%−3,533−8.7%Reduced
Handelsbanken Fonder AB37,300$7.66M0.02%+300+0.8%Added
Teachers Retirement System of the State of Kentucky37,360$7.67M0.05%+2,500+7.2%Added
Jones Financial Companies LLLP38,638$7.78M0.00%−1,275−3.2%Reduced
Visualize Group LP38,286$7.86M2.71%+38,286New
Traynor Capital Management, Inc.38,887$7.98M0.37%+1,876+5.1%Added
Stifel Financial Corp39,190$8.05M0.01%−1,399−3.4%Reduced
Danske Bank A/S39,500$8.11M0.02%+39,400+39,400.0%Added
HRT Financial LP39,975$8.21M0.01%−23,475−37.0%Reduced
Lagoda Investment Management, L.P.41,890$8.60M4.73%−7,810−15.7%Reduced
Victory Capital Management Inc42,357$8.70M0.00%+3,828+9.9%Added