XpoXPO
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 525 institutions reported holding Xpo Inc. (XPO) in their 13F filings, down 18 from Q4 2024. 63 opened new positions and 78 sold out. The largest holders were Capital Research Global Investors ($1.6B), BlackRock, Inc. ($1.3B) and MFN Partners Management, LP ($1.2B). 6 famous investors held it, including Daniel Sundheim (5.0% of D1 Capital Partners's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Xpo Inc.
- CUSIP
- 983793100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $207.6M |
| Exits | 78 | $268.9M |
All 13F filers, Q4 2024 → Q1 2025: 13,064,868 shares bought and 7,029,835 shares sold, net +6,035,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Capital Research Global Investors | 0.34% | Add +6.4% | 14,512,007 | $1.6B |
| BlackRock, Inc. | 0.03% | Add +4.0% | 12,290,074 | $1.3B |
| MFN Partners Management, LP | 30.00% | No change | 11,425,369 | $1.2B |
| Vanguard Group Inc. | 0.02% | Reduce -0.6% | 10,969,884 | $1.2B |
| Capital World Investors | 0.17% | Add +24.8% | 9,673,779 | $1.0B |
| State Street Corp. | 0.02% | Add +1.6% | 3,658,617 | $393.6M |
| D1 Capital Partners | 5.03% | Add +50.1% | 3,052,186 | $328.4M |
| Orbis Allan Gray Ltd | 1.66% | Reduce -9.8% | 2,697,161 | $290.2M |
| Clearbridge Investments, LLC | 0.24% | Reduce -5.7% | 2,506,266 | $269.6M |
| FMR LLC | 0.02% | Reduce -4.6% | 2,486,888 | $267.5M |
| Cercano Management LLC | 6.83% | Reduce -6.2% | 2,159,973 | $232.4M |
| Geode Capital Management, LLC | 0.02% | Add +6.5% | 2,113,028 | $227.4M |
| T. Rowe Price Investment Management, Inc. | 0.15% | Add +17.4% | 2,073,352 | $223.1M |
| Durable Capital Partners LP | 1.93% | Add +246.4% | 2,005,297 | $215.7M |
| JPMorgan Chase & Co. | 0.01% | Add +115.5% | 1,634,578 | $175.8M |
| Findlay Park Partners LLP | 1.74% | Add +11.6% | 1,572,500 | $169.2M |
| Morgan Stanley | 0.01% | Reduce -1.6% | 1,522,586 | $163.8M |
| Norges Bank | 0.02% | Add +0.5% | 1,446,939 | $155.7M |
| FIL Ltd | 0.15% | Add +129.0% | 1,435,211 | $154.4M |
| Invesco Ltd. | 0.03% | Reduce -31.0% | 1,285,764 | $138.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.1% | 1,257,389 | $135.3M |
| Frontier Capital Management Co. LLC | 1.39% | Reduce -4.7% | 1,181,111 | $127.1M |
| Massachusetts Financial Services Co. | 0.04% | Reduce -6.7% | 1,174,679 | $126.4M |
| Bank of America Corp. | 0.01% | Add +18.2% | 1,042,003 | $112.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -11.4% | 1,029,108 | $110.7M |
| Northern Trust Corp. | 0.02% | Reduce -0.4% | 1,004,022 | $108.0M |
| UBS Group AG | 0.02% | Add +24.5% | 914,274 | $98.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.3% | 877,042 | $94.4M |
| Alliancebernstein L.P. | 0.03% | Reduce -20.8% | 831,579 | $89.5M |
| Holocene Advisors, LP | 0.26% | Reduce -6.4% | 811,634 | $87.3M |
| Hood River Capital Management LLC | 1.46% | Reduce -0.5% | 794,788 | $85.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.2% | 764,003 | $82.2M |
| Raymond James Financial Inc. | 0.03% | Add +9.3% | 760,086 | $81.8M |
| American Century Companies Inc. | 0.04% | Reduce -11.0% | 646,239 | $69.5M |
| Freestone Grove Partners LP | 0.61% | Add +1694.4% | 554,526 | $59.7M |
| BNP Paribas Financial Markets | 0.05% | Add +854.2% | 551,539 | $59.3M |
| Primecap Management Co. | 0.05% | Reduce -0.4% | 540,250 | $58.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 529,327 | $56.9M |
| Forest Avenue Capital Management LP | 6.92% | Reduce -15.5% | 470,917 | $50.7M |
| Neuberger Berman Group LLC | 0.04% | Add +26.3% | 460,485 | $49.5M |
| Principal Financial Group Inc. | 0.03% | Reduce -8.2% | 447,893 | $48.2M |
| Groupama Asset Managment | 0.95% | Add +15.1% | 437,403 | $46.8M |
| Cartenna Capital, LP | 3.47% | New | 400,000 | $43.0M |
| Cannell & Spears LLC | 0.91% | Reduce -1.1% | 394,503 | $42.4M |
| Schroder Investment Management Group | 0.04% | New | 351,341 | $37.6M |
| Rhumbline Advisers | 0.03% | Add +0.7% | 338,680 | $36.4M |
| One Madison Group LLC | 4.73% | Add +1.4% | 336,627 | $36.2M |
| J. Goldman & Co LP | 1.24% | New | 324,240 | $34.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -13.3% | 317,377 | $34.1M |
| Douglas Lane & Associates, LLC | 0.50% | Reduce -9.8% | 316,165 | $34.0M |
| Nuveen, LLC | 0.01% | — | 315,714 | $34.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +26.3% | 305,645 | $32.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3.6% | 302,969 | $32.6M |
| Fishman Jay A Ltd. | 3.53% | Reduce -5.2% | 300,476 | $32.3M |
| Vaughan Nelson Investment Management, L.P. | 0.32% | Reduce -26.8% | 296,225 | $31.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +243.6% | 295,924 | $31.8M |
| Royal Bank of Canada | 0.01% | Add +11.2% | 290,272 | $31.2M |
| Hawk Ridge Capital Management LP | 1.47% | Add +15.8% | 289,588 | $31.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -39.5% | 288,679 | $31.1M |
| Federated Hermes, Inc. | 0.07% | Reduce -11.8% | 285,820 | $30.7M |
| Renaissance Technologies | 0.04% | Add +13.1% | 268,520 | $28.9M |
| Retirement Systems of Alabama | 0.10% | Add +0.5% | 248,661 | $26.8M |
| Rice Hall James & Associates, LLC | 1.55% | Reduce -1.7% | 244,775 | $26.3M |
| Swiss National Bank | 0.02% | Reduce -1.5% | 225,500 | $24.3M |
| Hudson Bay Capital Management LP | 0.18% | Add +4321.5% | 221,872 | $23.9M |
| Caisse de depot et placement du Quebec | 0.05% | Add +28.5% | 211,610 | $22.8M |
| Legal & General Group Plc | 0.01% | Add +2.4% | 190,076 | $20.4M |
| Hauser Brothers GmbH | 19.43% | Reduce -24.9% | 189,600 | $20.4M |
| First Trust Advisors LP | 0.02% | Add +3545.9% | 185,502 | $20.0M |
| Waratah Capital Advisors Ltd. | 1.35% | Add +34.4% | 184,635 | $19.9M |
| Westwood Holdings Group Inc. | 0.15% | Add +22.0% | 184,411 | $19.8M |
| Millennium Management | 0.02% | Reduce -63.8% | 172,220 | $18.5M |
| Greenstone Partners & Co., LLC | 4.86% | New | 170,009 | $18.3M |
| Arnhold LLC | 1.80% | No change | 165,739 | $17.8M |
| TD Asset Management Inc | 0.02% | Add +21.6% | 163,000 | $17.5M |
| Walleye Capital LLC | 0.21% | Add +59.0% | 160,360 | $17.3M |
| Tocqueville Asset Management L.P. | 0.25% | Add +9.7% | 142,625 | $15.3M |
| National Bank of Canada | 0.02% | Reduce -0.0% | 133,658 | $14.4M |
| California Public Employees Retirement System | 0.01% | Reduce -26.3% | 132,107 | $14.2M |
| Citigroup Inc. | 0.01% | Add +0.5% | 131,419 | $14.1M |
| Corebridge Financial, Inc. | 0.08% | Reduce -1.7% | 130,741 | $14.1M |
| Tritonpoint Wealth, LLC | 1.27% | Reduce -1.3% | 123,801 | $13.3M |
| Sei Investments Co. | 0.02% | Add +14.2% | 122,836 | $13.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.1% | 113,999 | $12.3M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 107,544 | $11.6M |
| Arvin Capital Management LP | 4.20% | Add +24.8% | 105,849 | $11.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.3% | 104,239 | $11.2M |
| Macquarie Group Ltd. | 0.01% | Reduce -12.1% | 104,237 | $11.2M |
| Thornburg Investment Management Inc. | 0.14% | Reduce -7.2% | 95,498 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.7% | 93,023 | $10.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 92,382 | $9.9M |
| MetLife Investment Management, LLC | 0.05% | Add +30.4% | 92,119 | $9.9M |
| Channing Capital Management, LLC | 0.29% | Reduce -18.7% | 88,538 | $9.5M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -6.8% | 86,311 | $9.3M |
| Barclays PLC | 0.00% | Reduce -14.7% | 85,706 | $9.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -14.9% | 84,308 | $9.1M |
| GCM Grosvenor Holdings, LLC | 1.37% | New | 82,300 | $8.9M |
| Redmond Asset Management, LLC | 2.16% | Add +0.5% | 77,975 | $8.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -22.2% | 75,707 | $8.1M |
| Lagoda Investment Management, L.P. | 5.17% | Reduce -1.8% | 75,455 | $8.1M |
"% of holder's portfolio" is XPO's weight in each manager's 13F, not the share of Xpo Inc. the manager owns.