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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 107,387 | $22.0M | 0.01% | +17,749+19.8% | Added |
| SG Americas Securities, LLC | 105,097 | $21.6M | 0.01% | +96,632+1,141.5% | Added |
| Russell Investments Group, Ltd. | 104,138 | $21.4M | 0.02% | +10,955+11.8% | Added |
| State Board of Administration of Florida Retirement System | 101,861 | $20.9M | 0.03% | +6,145+6.4% | Added |
| Intech Investment Management LLC | 101,375 | $20.8M | 0.19% | +37,106+57.7% | Added |
| Slate Path Capital LP | 100,600 | $20.7M | 0.29% | 00.0% | Unchanged |
| Shellback Capital, LP | 99,530 | $20.4M | 1.79% | +69,530+231.8% | Added |
| New York State Teachers Retirement System | 96,764 | $19.9M | 0.04% | −5,458−5.3% | Reduced |
| TritonPoint Partners, LLC | 93,059 | $19.1M | 1.58% | +93,059 | New |
| Tritonpoint Wealth, LLC | 93,026 | $19.1M | 1.88% | −2,146−2.3% | Reduced |
| LPL Financial LLC | 87,897 | $18.0M | 0.00% | −23,199−20.9% | Reduced |
| MetLife Investment Management | 85,122 | $17.5M | 0.08% | +2,937+3.6% | Added |
| Longaeva Partners L.P. | 84,513 | $17.3M | 0.50% | +84,513 | New |
| Korea Investment CORP | 84,365 | $17.3M | 0.03% | +84,365 | New |
| State of Wisconsin Investment Board | 83,223 | $17.1M | 0.03% | −4,765−5.4% | Reduced |
| Great West Life Assurance Co | 82,274 | $16.9M | 0.03% | +14,582+21.5% | Added |
| Andra AP-fonden | 82,100 | $16.9M | 0.19% | +82,100 | New |
| Tocqueville Asset Management L.P. | 81,103 | $16.6M | 0.22% | −10,604−11.6% | Reduced |
| Capital Fund Management S.A. | 80,403 | $16.5M | 0.12% | +80,403 | New |
| Pictet Asset Management Holding SA | 79,749 | $16.4M | 0.02% | +61,111+327.9% | Added |
| Man Group plc | 77,013 | $15.8M | 0.03% | +36,728+91.2% | Added |
| AQR Capital Management LLC | 70,656 | $14.3M | 0.00% | +43,456+159.8% | Added |
| HSBC Holdings PLC | 67,313 | $13.8M | 0.01% | +48,972+267.0% | Added |
| Natixis Advisors, L.P. | 65,526 | $13.5M | 0.02% | +1,498+2.3% | Added |
| Oppenheimer & Co Inc | 64,939 | $13.3M | 0.14% | +3,383+5.5% | Added |
| Nicholas Investment Partners, LP | 63,583 | $13.1M | 0.74% | −96−0.2% | Reduced |
| Jain Global LLC | 63,453 | $13.0M | 0.15% | −47,837−43.0% | Reduced |
| Treasurer of the State of North Carolina | 63,404 | $13.0M | 0.03% | +14,329+29.2% | Added |
| Aviva PLC | 62,853 | $12.9M | 0.02% | +62,853 | New |
| New York State Common Retirement Fund | 62,489 | $12.8M | 0.02% | +1,200+2.0% | Added |
| Public Employees Retirement System of Ohio | 62,069 | $12.7M | 0.04% | −1,353−2.1% | Reduced |
| Nomura Asset Management International Inc. | 61,101 | $12.5M | 0.02% | −38,437−38.6% | Reduced |
| Gotham Asset Management, LLC | 60,345 | $12.4M | 0.03% | −3,798−5.9% | Reduced |
| Vanguard Asset Management, Ltd | 60,186 | $12.4M | 0.01% | −45,698−43.2% | Reduced |
| Castleark Management LLC | 57,079 | $11.7M | 0.32% | +31,230+120.8% | Added |
| Amalgamated Bank | 55,031 | $11.3M | 0.08% | +1,490+2.8% | Added |
| Vanguard Investments Australia, Ltd. | 54,882 | $11.3M | 0.03% | +25,313+85.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 54,515 | $11.2M | 0.02% | +50,177+1,156.7% | Added |
| Manufacturers Life Insurance Company, The | 54,084 | $11.1M | 0.01% | −5,511−9.2% | Reduced |
| Schroder Investment Management Group | 52,902 | $10.9M | 0.01% | +6,317+13.6% | Added |
| Channing Capital Management, LLC | 52,740 | $10.8M | 0.25% | −6,719−11.3% | Reduced |
| Trexquant Investment LP | 52,261 | $10.7M | 0.07% | +7,130+15.8% | Added |
| KLP Kapitalforvaltning AS | 48,600 | $9.98M | 0.03% | +22,200+84.1% | Added |
| Jump Financial, LLC | 48,374 | $9.93M | 0.09% | +43,702+935.4% | Added |
| Nomura Asset Management Co Ltd | 48,117 | $9.88M | 0.02% | +47,657+10,360.2% | Added |
| State of Tennessee, Treasury Department | 47,997 | $9.85M | 0.03% | −864−1.8% | Reduced |
| Vanguard Global Advisers, LLC | 47,753 | $9.80M | 0.00% | −1,020−2.1% | Reduced |
| Mawer Investment Management Ltd. | 47,204 | $9.69M | 0.07% | +14,194+43.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 46,266 | $9.50M | 0.01% | +11,934+34.8% | Added |
| Jag Capital Management, LLC | 45,746 | $9.39M | 0.88% | −19,555−29.9% | Reduced |
| Mutual of America Capital Management LLC | 43,590 | $8.95M | 0.09% | −1,303−2.9% | Reduced |
| Asset Management One Co.,Ltd. | 43,147 | $8.86M | 0.02% | +43,147 | New |
| Victory Capital Management Inc | 42,357 | $8.70M | 0.00% | +3,828+9.9% | Added |
| Lagoda Investment Management, L.P. | 41,890 | $8.60M | 4.73% | −7,810−15.7% | Reduced |
| HRT Financial LP | 39,975 | $8.21M | 0.01% | −23,475−37.0% | Reduced |
| Danske Bank A/S | 39,500 | $8.11M | 0.02% | +39,400+39,400.0% | Added |
| Stifel Financial Corp | 39,190 | $8.05M | 0.01% | −1,399−3.4% | Reduced |
| Traynor Capital Management, Inc. | 38,887 | $7.98M | 0.37% | +1,876+5.1% | Added |
| Visualize Group LP | 38,286 | $7.86M | 2.71% | +38,286 | New |
| Jones Financial Companies LLLP | 38,638 | $7.78M | 0.00% | −1,275−3.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 37,360 | $7.67M | 0.05% | +2,500+7.2% | Added |
| Handelsbanken Fonder AB | 37,300 | $7.66M | 0.02% | +300+0.8% | Added |
| State of New Jersey Common Pension Fund D | 36,932 | $7.58M | 0.03% | −3,533−8.7% | Reduced |
| iA Global Asset Management Inc. | 35,842 | $7.36M | 0.09% | +962+2.8% | Added |
| Fulton Breakefield Broenniman LLC | 35,805 | $7.35M | 0.43% | +35,805 | New |
| Capital International Sarl | 34,890 | $7.16M | 0.10% | −570−1.6% | Reduced |
| Nykredit A/S | 34,852 | $7.15M | 0.03% | +34,852 | New |
| Louisiana State Employees Retirement System | 34,400 | $7.06M | 0.10% | +400+1.2% | Added |
| Redmond Asset Management, LLC | 33,463 | $6.87M | 1.71% | −1,219−3.5% | Reduced |
| Entropy Technologies, LP | 33,302 | $6.84M | 0.27% | +20,433+158.8% | Added |
| Mn Services Vermogensbeheer B.V. | 33,300 | $6.84M | 0.05% | +33,300 | New |
| Yousif Capital Management, LLC | 33,106 | $6.80M | 0.08% | −1,874−5.4% | Reduced |
| Arizona State Retirement System | 32,817 | $6.74M | 0.03% | +554+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 32,576 | $6.69M | 0.03% | +12,242+60.2% | Added |
| Agman Capital LLC | 32,318 | $6.63M | 4.43% | −2,642−7.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 31,765 | $6.53M | 0.03% | +31,765 | New |
| Canada Pension Plan Investment Board | 31,500 | $6.47M | 0.00% | +27,500+687.5% | Added |
| Xponance, Inc. | 31,017 | $6.37M | 0.04% | +13,590+78.0% | Added |
| Janney Montgomery Scott LLC | 30,828 | $6.33M | 0.01% | −12,696−29.2% | Reduced |
| Fifth Third Bancorp | 30,385 | $6.24M | 0.01% | −3,499−10.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,974 | $6.15M | 0.01% | −13,461−31.0% | Reduced |
| Partners Group Holding AG | 29,691 | $6.10M | 0.42% | −1,243−4.0% | Reduced |
| Game Creek Capital, LP | 29,100 | $5.97M | 2.58% | −500−1.7% | Reduced |
| Cercano Management LLC | 29,081 | $5.97M | 0.80% | −727,455−96.2% | Reduced |
| RBF Capital, LLC | 29,000 | $5.95M | 0.25% | 00.0% | Unchanged |
| Bank of Montreal | 28,995 | $5.95M | 0.00% | +30.0% | Added |
| STRS Ohio | 27,763 | $5.70M | 0.02% | +921+3.4% | Added |
| DnB Asset Management AS | 27,577 | $5.66M | 0.02% | +10,531+61.8% | Added |
| Spire Wealth Management | 27,466 | $5.64M | 0.17% | +145+0.5% | Added |
| State of Michigan Retirement System | 27,442 | $5.63M | 0.02% | −700−2.5% | Reduced |
| Thrivent Financial for Lutherans | 27,255 | $5.59M | 0.01% | +861+3.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,412 | $5.42M | 0.06% | +168+0.6% | Added |
| Ci Investments Inc. | 26,314 | $5.40M | 0.02% | +7,132+37.2% | Added |
| Bridgewater Associates, LP | 26,152 | $5.37M | 0.02% | +961+3.8% | Added |
| Brevan Howard Capital Management LP | 25,943 | $5.33M | 0.07% | −59,660−69.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 25,681 | $5.27M | 0.02% | +25,681 | New |
| Swiss Life Asset Management Ltd | 25,191 | $5.17M | 0.02% | +17,330+220.5% | Added |
| CI Private Wealth, LLC | 25,160 | $5.17M | 0.01% | +6,512+34.9% | Added |
| Citizens Financial Group Inc | 24,850 | $5.10M | 0.06% | +1,320+5.6% | Added |
| New Mexico Educational Retirement Board | 24,600 | $5.05M | 0.13% | 00.0% | Unchanged |