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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
Maple Rock Capital Partners Inc.352,702$72.4M1.42%+32,460+10.1%Added
UBS Group AG359,996$73.9M0.01%−153,205−29.9%Reduced
Voloridge Investment Management, LLC366,149$75.2M0.32%+238,192+186.2%Added
BNP Paribas Arbitrage, SA379,233$77.9M0.04%+90,984+31.6%Added
Price T Rowe Associates Inc385,684$79.2M0.01%+208,598+117.8%Added
Wells Fargo & Company388,548$79.8M0.01%−15,089−3.7%Reduced
Bank of America Corp398,747$81.9M0.01%−48,554−10.9%Reduced
Ameriprise Financial Inc430,835$88.5M0.02%+133,874+45.1%Added
Balyasny Asset Management LLC448,750$92.1M0.17%+7,736+1.8%Added
JPMorgan Chase & Co443,743$92.6M0.01%+108,626+32.4%Added
Nuveen, LLC453,447$93.1M0.02%+222,708+96.5%Added
Massachusetts Financial Services Co426,782$93.1M0.03%−50,866−10.6%Reduced
Raymond James Financial Inc493,466$101.3M0.03%−25,918−5.0%Reduced
Allspring Global Investments Holdings, LLC489,273$101.3M0.16%+97,473+24.9%Added
Frontier Capital Management Co LLC499,601$102.6M0.96%−152,472−23.4%Reduced
American Century Companies Inc534,278$109.7M0.05%+166,145+45.1%Added
UBS Asset Management Americas Inc538,066$110.5M0.02%+240,261+80.7%Added
Jane Street Group, LLC538,728$110.6M0.07%+149,195+38.3%Added
Primecap Management Co568,334$116.7M0.07%00.0%Unchanged
Agf Management Ltd618,651$127.0M0.49%+612,251+9,566.4%Added
Westfield Capital Management Co LP629,011$129.1M0.42%+57,019+10.0%Added
Alliancebernstein L.P.665,458$129.5M0.05%+290,331+77.4%Added
Groupama Asset Managment676,282$139.3M1.76%+23,199+3.6%Added
Bank of New York Mellon Corp739,431$151.8M0.02%+22,684+3.2%Added
Vanguard Fiduciary Trust Co753,288$154.6M0.03%+27,093+3.7%Added
FIL Ltd782,652$160.7M0.12%−131,710−14.4%Reduced
Two Sigma Investments, LP856,209$175.8M0.13%+667,587+353.9%Added
Charles Schwab Investment Management Inc902,824$185.3M0.02%−8,246−0.9%Reduced
Holocene Advisors, LP904,678$185.7M0.43%−344,753−27.6%Reduced
Morgan Stanley1,019,999$209.4M0.01%−6,371−0.6%Reduced
Northern Trust Corp1,069,773$219.6M0.03%+91,745+9.4%Added
Citadel Advisors LLC1,112,882$228.5M0.13%−44,832−3.9%Reduced
Dimensional Fund Advisors LP1,129,603$231.9M0.04%+18,411+1.7%Added
Findlay Park Partners LLP1,150,100$236.1M3.19%−38,900−3.3%Reduced
Hood River Capital Management LLC1,297,453$266.4M1.93%+137,623+11.9%Added
Norges Bank1,564,973$321.3M0.03%+1,564,973New
Bessemer Group Inc1,939,169$398.1M0.55%−481,730−19.9%Reduced
T. Rowe Price Investment Management, Inc.2,196,896$451.0M0.30%−590,116−21.2%Reduced
Goldman Sachs Group Inc2,203,369$452.3M0.05%+1,017,035+85.7%Added
Clearbridge Investments, LLC2,371,002$486.7M0.40%−401,654−14.5%Reduced
Geode Capital Management, LLC2,378,074$486.9M0.03%+195,257+8.9%Added
Durable Capital Partners LP2,424,919$497.8M4.84%−511,015−17.4%Reduced
Invesco Ltd.3,035,930$623.2M0.05%−1,795,684−37.2%Reduced
Orbis Allan Gray Ltd3,402,819$698.6M2.40%−6,273−0.2%Reduced
State Street Corp4,246,740$871.8M0.03%+663,780+18.5%Added
FMR LLC4,332,153$889.3M0.04%+727,155+20.2%Added
Vanguard Portfolio Management LLC4,824,387$990.4M0.04%+77,916+1.6%Added
Vanguard Capital Management LLC5,110,681$1.05B0.02%+50,396+1.0%Added
Capital World Investors5,834,627$1.20B0.14%+56,399+1.0%Added
Capital Research Global Investors8,271,824$1.70B0.24%−1,316,367−13.7%Reduced
MFN Partners Management, LP9,869,691$2.03B41.91%−1,555,678−13.6%Reduced
BlackRock, Inc.14,541,751$2.99B0.04%+2,374,505+19.5%Added
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners0$00.00%−1,287,630−100.0%Sold out
Interval Partners, LP0$00.00%−128,857−100.0%Sold out
Algert Global LLC0$00.00%−68,823−100.0%Sold out
Thornburg Investment Management Inc0$00.00%−62,018−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−50,000−100.0%Sold out
Steadfast Capital Management LP0$00.00%−41,703−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−34,129−100.0%Sold out
Verition Fund Management LLC0$00.00%−32,087−100.0%Sold out
J. Goldman & Co LP0$00.00%−29,969−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−29,352−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−28,046−100.0%Sold out
Greenstone Partners & Co., LLC0$00.00%−27,715−100.0%Sold out
Panagora Asset Management Inc0$00.00%−21,092−100.0%Sold out
4D Advisors, LLC0$00.00%−20,000−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−19,597−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−18,300−100.0%Sold out
LMR Partners LLP0$00.00%−16,146−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−15,099−100.0%Sold out
New York Life Investment Management LLC0$00.00%−14,802−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−12,432−100.0%Sold out
Sciencast Management LP0$00.00%−7,895−100.0%Sold out
FORA Capital, LLC0$00.00%−7,303−100.0%Sold out
Quadrature Capital Ltd0$00.00%−7,019−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−6,395−100.0%Sold out
Headlands Technologies LLC0$00.00%−6,050−100.0%Sold out
JBF Capital, Inc.0$00.00%−6,000−100.0%Sold out
Retireful, LLC0$00.00%−5,736−100.0%Sold out
Turas Capital Management LP0$00.00%−5,700−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−4,320−100.0%Sold out
Centiva Capital, LP0$00.00%−4,341−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−4,265−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−3,500−100.0%Sold out
Twinbeech Capital LP0$00.00%−3,467−100.0%Sold out
Mariner, LLC0$00.00%−2,890−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−2,885−100.0%Sold out
Gallo Partners, LP0$00.00%−2,686−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−2,662−100.0%Sold out
Laurion Capital Management LP0$00.00%−2,100−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,081−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−1,574−100.0%Sold out
Paradigm Financial Partners, LLC0$00.00%−1,534−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,403−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−1,289−100.0%Sold out
Colony Group, LLC0$00.00%−1,152−100.0%Sold out
We Are One Seven, LLC0$00.00%−1,140−100.0%Sold out
DRW Securities, LLC0$00.00%−1,132−100.0%Sold out
Capital Asset Advisory Services LLC0$00.00%−959−100.0%Sold out
Quantessence Capital LLC0$00.00%−1,111−100.0%Sold out