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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding XPO, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 43,147 | $8.86M | 0.02% | +43,147 | New |
| Mutual of America Capital Management LLC | 43,590 | $8.95M | 0.09% | −1,303−2.9% | Reduced |
| Jag Capital Management, LLC | 45,746 | $9.39M | 0.88% | −19,555−29.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,266 | $9.50M | 0.01% | +11,934+34.8% | Added |
| Mawer Investment Management Ltd. | 47,204 | $9.69M | 0.07% | +14,194+43.0% | Added |
| Vanguard Global Advisers, LLC | 47,753 | $9.80M | 0.00% | −1,020−2.1% | Reduced |
| State of Tennessee, Treasury Department | 47,997 | $9.85M | 0.03% | −864−1.8% | Reduced |
| Nomura Asset Management Co Ltd | 48,117 | $9.88M | 0.02% | +47,657+10,360.2% | Added |
| Jump Financial, LLC | 48,374 | $9.93M | 0.09% | +43,702+935.4% | Added |
| KLP Kapitalforvaltning AS | 48,600 | $9.98M | 0.03% | +22,200+84.1% | Added |
| Trexquant Investment LP | 52,261 | $10.7M | 0.07% | +7,130+15.8% | Added |
| Channing Capital Management, LLC | 52,740 | $10.8M | 0.25% | −6,719−11.3% | Reduced |
| Schroder Investment Management Group | 52,902 | $10.9M | 0.01% | +6,317+13.6% | Added |
| Manufacturers Life Insurance Company, The | 54,084 | $11.1M | 0.01% | −5,511−9.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 54,515 | $11.2M | 0.02% | +50,177+1,156.7% | Added |
| Vanguard Investments Australia, Ltd. | 54,882 | $11.3M | 0.03% | +25,313+85.6% | Added |
| Amalgamated Bank | 55,031 | $11.3M | 0.08% | +1,490+2.8% | Added |
| Castleark Management LLC | 57,079 | $11.7M | 0.32% | +31,230+120.8% | Added |
| Vanguard Asset Management, Ltd | 60,186 | $12.4M | 0.01% | −45,698−43.2% | Reduced |
| Gotham Asset Management, LLC | 60,345 | $12.4M | 0.03% | −3,798−5.9% | Reduced |
| Nomura Asset Management International Inc. | 61,101 | $12.5M | 0.02% | −38,437−38.6% | Reduced |
| Public Employees Retirement System of Ohio | 62,069 | $12.7M | 0.04% | −1,353−2.1% | Reduced |
| New York State Common Retirement Fund | 62,489 | $12.8M | 0.02% | +1,200+2.0% | Added |
| Aviva PLC | 62,853 | $12.9M | 0.02% | +62,853 | New |
| Treasurer of the State of North Carolina | 63,404 | $13.0M | 0.03% | +14,329+29.2% | Added |
| Jain Global LLC | 63,453 | $13.0M | 0.15% | −47,837−43.0% | Reduced |
| Nicholas Investment Partners, LP | 63,583 | $13.1M | 0.74% | −96−0.2% | Reduced |
| Oppenheimer & Co Inc | 64,939 | $13.3M | 0.14% | +3,383+5.5% | Added |
| Natixis Advisors, L.P. | 65,526 | $13.5M | 0.02% | +1,498+2.3% | Added |
| HSBC Holdings PLC | 67,313 | $13.8M | 0.01% | +48,972+267.0% | Added |
| AQR Capital Management LLC | 70,656 | $14.3M | 0.00% | +43,456+159.8% | Added |
| Man Group plc | 77,013 | $15.8M | 0.03% | +36,728+91.2% | Added |
| Pictet Asset Management Holding SA | 79,749 | $16.4M | 0.02% | +61,111+327.9% | Added |
| Capital Fund Management S.A. | 80,403 | $16.5M | 0.12% | +80,403 | New |
| Tocqueville Asset Management L.P. | 81,103 | $16.6M | 0.22% | −10,604−11.6% | Reduced |
| Andra AP-fonden | 82,100 | $16.9M | 0.19% | +82,100 | New |
| Great West Life Assurance Co | 82,274 | $16.9M | 0.03% | +14,582+21.5% | Added |
| State of Wisconsin Investment Board | 83,223 | $17.1M | 0.03% | −4,765−5.4% | Reduced |
| Korea Investment CORP | 84,365 | $17.3M | 0.03% | +84,365 | New |
| Longaeva Partners L.P. | 84,513 | $17.3M | 0.50% | +84,513 | New |
| MetLife Investment Management | 85,122 | $17.5M | 0.08% | +2,937+3.6% | Added |
| LPL Financial LLC | 87,897 | $18.0M | 0.00% | −23,199−20.9% | Reduced |
| Tritonpoint Wealth, LLC | 93,026 | $19.1M | 1.88% | −2,146−2.3% | Reduced |
| TritonPoint Partners, LLC | 93,059 | $19.1M | 1.58% | +93,059 | New |
| New York State Teachers Retirement System | 96,764 | $19.9M | 0.04% | −5,458−5.3% | Reduced |
| Shellback Capital, LP | 99,530 | $20.4M | 1.79% | +69,530+231.8% | Added |
| Slate Path Capital LP | 100,600 | $20.7M | 0.29% | 00.0% | Unchanged |
| Intech Investment Management LLC | 101,375 | $20.8M | 0.19% | +37,106+57.7% | Added |
| State Board of Administration of Florida Retirement System | 101,861 | $20.9M | 0.03% | +6,145+6.4% | Added |
| Russell Investments Group, Ltd. | 104,138 | $21.4M | 0.02% | +10,955+11.8% | Added |
| SG Americas Securities, LLC | 105,097 | $21.6M | 0.01% | +96,632+1,141.5% | Added |
| Neuberger Berman Group LLC | 107,387 | $22.0M | 0.01% | +17,749+19.8% | Added |
| National Bank of Canada | 108,580 | $22.3M | 0.02% | −10,851−9.1% | Reduced |
| Quantinno Capital Management LP | 119,002 | $24.4M | 0.03% | +65,913+124.2% | Added |
| Envestnet Asset Management Inc | 119,338 | $24.5M | 0.01% | −15,794−11.7% | Reduced |
| Citigroup Inc | 123,093 | $25.3M | 0.01% | −58,982−32.4% | Reduced |
| Cable Car Capital LLC | 125,000 | $25.7M | 0.55% | +125,000 | New |
| Barclays PLC | 126,096 | $25.9M | 0.01% | +57,269+83.2% | Added |
| Picton Mahoney Asset Management | 128,028 | $26.3M | 0.24% | −4,850−3.6% | Reduced |
| Arnhold LLC | 131,100 | $26.9M | 1.88% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 132,595 | $27.2M | 0.02% | +132,302+45,154.3% | Added |
| Cartenna Capital, LP | 140,000 | $28.7M | 1.06% | +140,000 | New |
| Baird Financial Group, Inc. | 142,900 | $29.3M | 0.04% | −26,133−15.5% | Reduced |
| Marshall Wace, LLP | 144,247 | $29.6M | 0.02% | +134,237+1,341.0% | Added |
| Hawk Ridge Capital Management LP | 146,068 | $30.0M | 0.96% | +55,680+61.6% | Added |
| SEI Investments Co | 148,755 | $30.5M | 0.03% | −30,444−17.0% | Reduced |
| Nearwater Capital Markets, Ltd | 150,000 | $30.8M | 0.53% | +150,000 | New |
| Amundi | 153,894 | $31.6M | 0.01% | +140,698+1,066.2% | Added |
| Border to Coast Pensions Partnership Ltd | 156,008 | $32.0M | 0.47% | −28,713−15.5% | Reduced |
| Driehaus Capital Management LLC | 158,226 | $32.5M | 0.19% | +60,312+61.6% | Added |
| California State Teachers Retirement System | 166,516 | $34.2M | 0.03% | +30,355+22.3% | Added |
| TD Asset Management Inc | 168,101 | $34.5M | 0.03% | −7,899−4.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 180,899 | $37.1M | 0.33% | +6,935+4.0% | Added |
| Schonfeld Strategic Advisors LLC | 182,879 | $37.5M | 0.20% | −22,018−10.7% | Reduced |
| National Pension Service | 183,619 | $37.7M | 0.02% | +183,619 | New |
| Worldquant Millennium Advisors LLC | 187,045 | $38.4M | 0.13% | +108,876+139.3% | Added |
| Retirement Systems of Alabama | 190,428 | $39.1M | 0.12% | −25,949−12.0% | Reduced |
| First Trust Advisors LP | 193,567 | $39.7M | 0.02% | +115,782+148.8% | Added |
| Freestone Grove Partners LP | 208,183 | $42.7M | 0.28% | +208,183 | New |
| Royal Bank of Canada | 209,322 | $43.0M | 0.01% | −3,470−1.6% | Reduced |
| Wellington Management Group LLP | 212,912 | $43.7M | 0.01% | −137,092−39.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 218,158 | $44.8M | 0.03% | +218,158 | New |
| California Public Employees Retirement System | 220,145 | $45.2M | 0.03% | +22,295+11.3% | Added |
| Douglas Lane & Associates, LLC | 220,150 | $45.2M | 0.61% | −24,349−10.0% | Reduced |
| Rice Hall James & Associates, LLC | 224,878 | $46.2M | 2.25% | +579+0.3% | Added |
| Renaissance Technologies LLC | 229,120 | $47.0M | 0.06% | +50,400+28.2% | Added |
| Fishman Jay A Ltd | 255,150 | $52.4M | 4.17% | −29,111−10.2% | Reduced |
| Polar Capital Holdings Plc | 264,787 | $54.4M | 0.15% | −250.0% | Reduced |
| Principal Financial Group Inc | 265,303 | $54.5M | 0.03% | +3,519+1.3% | Added |
| Los Angeles Capital Management LLC | 274,064 | $56.3M | 0.21% | +273,567+55,043.7% | Added |
| Deutsche Bank AG | 276,492 | $56.8M | 0.02% | +263,828+2,083.3% | Added |
| Squarepoint Ops LLC | 282,925 | $58.1M | 0.11% | +1,247+0.4% | Added |
| Federated Hermes, Inc. | 292,452 | $60.0M | 0.09% | +59,152+25.4% | Added |
| Millennium Management LLC | 296,850 | $60.9M | 0.04% | −465,116−61.0% | Reduced |
| Lord, Abbett & Co. LLC | 308,712 | $63.4M | 0.18% | −1,443−0.5% | Reduced |
| Swiss National Bank | 322,800 | $66.3M | 0.03% | +88,500+37.8% | Added |
| Rhumbline Advisers | 341,040 | $70.0M | 0.05% | +40,068+13.3% | Added |
| Qube Research & Technologies Ltd | 347,655 | $71.4M | 0.08% | −109,822−24.0% | Reduced |
| One Madison Group LLC | 350,100 | $71.9M | 6.91% | +13,400+4.0% | Added |
| Legal & General Group Plc | 352,108 | $72.3M | 0.02% | +185,560+111.4% | Added |