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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 577 | $118.5K | 0.00% | +542+1,548.6% | Added |
| Continuum Advisory, LLC | 573 | $117.6K | 0.01% | +573 | New |
| IFP Advisors, Inc | 571 | $117.2K | 0.00% | +201+54.3% | Added |
| Smartleaf Asset Management LLC | 521 | $107.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 512 | $105.1K | 0.01% | −768−60.0% | Reduced |
| Core Alternative Capital | 505 | $103.7K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 503 | $103.3K | 0.01% | +283+128.6% | Added |
| Atlas Capital Advisors LLC | 495 | $101.6K | 0.01% | +495 | New |
| Westpac Banking Corp | 491 | $100.8K | 0.01% | −28−5.4% | Reduced |
| Private Trust Co NA | 490 | $100.6K | 0.01% | −20−3.9% | Reduced |
| Parallel Advisors, LLC | 453 | $93.0K | 0.00% | +32+7.6% | Added |
| Institute for Wealth Management, LLC. | 431 | $88.4K | 0.01% | +431 | New |
| Wiser Advisor Group LLC | 387 | $79.4K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 345 | $70.8K | 0.00% | −27−7.3% | Reduced |
| Farmers & Merchants Investments Inc | 343 | $70.4K | 0.00% | +2+0.6% | Added |
| Ronald Blue Trust, Inc. | 338 | $69.4K | 0.00% | −4−1.2% | Reduced |
| Brown Brothers Harriman & Co | 315 | $64.7K | 0.00% | −371−54.1% | Reduced |
| Chesapeake Asset Management LLC | 300 | $61.6K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 295 | $61.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 296 | $60.8K | 0.00% | +1+0.3% | Added |
| Rocky Mountain Advisers, LLC | 290 | $59.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 284 | $58.3K | 0.00% | −300−51.4% | Reduced |
| JFS Wealth Advisors, LLC | 270 | $55.4K | 0.00% | +2+0.7% | Added |
| Quarry LP | 240 | $49.3K | 0.01% | −773−76.3% | Reduced |
| Richardson Financial Services Inc. | 235 | $48.2K | 0.03% | −730−75.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 225 | $46.2K | 0.01% | +225 | New |
| Atlantic Union Bankshares Corp | 214 | $43.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 208 | $42.7K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $41.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 183 | $37.6K | 0.00% | +2+1.1% | Added |
| Basecamp Wealth Advisors LLC | 179 | $36.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 166 | $34.1K | 0.01% | +26+18.6% | Added |
| TD Private Client Wealth LLC | 162 | $33.3K | 0.00% | +11+7.3% | Added |
| Silver Grove Financial Group, Inc. | 157 | $32.2K | 0.02% | +157 | New |
| Transamerica Financial Advisors, Inc. | 157 | $32.2K | 0.00% | +4+2.6% | Added |
| Keating Financial Advisory Services, Inc. | 155 | $31.8K | 0.00% | +24+18.3% | Added |
| CVA Family Office, LLC | 152 | $31.2K | 0.00% | +1+0.7% | Added |
| First Community Trust NA | 146 | $30.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 134 | $27.5K | 0.00% | +14+11.7% | Added |
| Zions Bancorporation, National Association | 127 | $26.1K | 0.00% | −21−14.2% | Reduced |
| Owl Creek Wealth Partners LLC | 113 | $23.2K | 0.01% | +5+4.6% | Added |
| TD Waterhouse Canada Inc. | 110 | $22.8K | 0.00% | −16−12.7% | Reduced |
| Bogart Wealth, LLC | 105 | $21.6K | 0.00% | −3−2.8% | Reduced |
| Rossby Financial, LCC | 102 | $20.9K | 0.00% | −56−35.4% | Reduced |
| McDonald Partners LLC | 102 | $20.9K | 0.01% | +102 | New |
| RMG Wealth Management LLC | 100 | $20.9K | 0.00% | −21−17.4% | Reduced |
| Strategic Investment Solutions, Inc. | 100 | $20.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $20.5K | 0.00% | +100 | New |
| Compass Financial Management LLC | 100 | $20.5K | 0.00% | +100 | New |
| Bare Financial Services, Inc | 99 | $20.3K | 0.00% | +30+43.5% | Added |
| Harbor Investment Advisory, LLC | 98 | $20.1K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 96 | $19.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 95 | $19.5K | 0.00% | +4+4.4% | Added |
| Creative Financial Designs Inc | 91 | $18.7K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 90 | $18.5K | 0.01% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 90 | $18.5K | 0.07% | +90 | New |
| Ares Financial Consulting, LLC | 89 | $18.3K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 83 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 80 | $16.4K | 0.00% | +40+100.0% | Added |
| Whittier Trust Co | 79 | $16.3K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 78 | $16.0K | 0.00% | −41−34.5% | Reduced |
| Action Point Financial Planning, LLC | 79 | $15.8K | 0.00% | +79 | New |
| Smithfield Trust Co | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 72 | $14.8K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 71 | $14.6K | 0.01% | +10+16.4% | Added |
| Pflug Koory, LLC | 70 | $14.4K | 0.01% | 00.0% | Unchanged |
| Ossiam | 69 | $14.2K | 0.00% | +69 | New |
| Key Financial Inc | 68 | $14.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 67 | $13.8K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 65 | $13.3K | 0.00% | −7−9.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 61 | $12.5K | 0.00% | −23−27.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 54 | $11.1K | 0.00% | +9+20.0% | Added |
| Covestor Ltd | 54 | $11.0K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $10.4K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 48 | $9.85K | 0.00% | 00.0% | Unchanged |
| Motco | 46 | $9.44K | 0.00% | +2+4.5% | Added |
| JPL Wealth Management, LLC | 45 | $9.24K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 45 | $9.24K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 45 | $9.21K | 0.01% | +45 | New |
| Truvestments Capital LLC | 43 | $8.83K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 42 | $8.62K | 0.00% | −1−2.3% | Reduced |
| Bokf, NA | 42 | $8.62K | 0.00% | +42 | New |
| Strategic Wealth Partners, Ltd. | 37 | $7.60K | 0.00% | −20−35.1% | Reduced |
| Rothschild Investment LLC | 37 | $7.60K | 0.00% | −3−7.5% | Reduced |
| Cromwell Holdings LLC | 37 | $7.60K | 0.00% | +16+76.2% | Added |
| Sachetta, LLC | 35 | $7.19K | 0.00% | +3+9.4% | Added |
| Cetera Trust Company, N.A | 35 | $7.18K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 30 | $6.16K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $6.16K | 0.00% | +7+30.4% | Added |
| Cornerstone Planning Group LLC | 26 | $5.55K | 0.00% | −1−3.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 26 | $5.34K | 0.00% | +11+73.3% | Added |
| Anchor Investment Management, LLC | 26 | $5.34K | 0.00% | +26 | New |
| CGC Financial Services, LLC | 25 | $5.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $5.00K | 0.00% | +14+116.7% | Added |
| True Wealth Design, LLC | 24 | $4.93K | 0.00% | +10+71.4% | Added |
| Atlantic Trust, LLC | 23 | $4.72K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 23 | $4.72K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 22 | $4.54K | 0.00% | 00.0% | Unchanged |