XpoXPO

13F holders, Q1 2025 (March 31)
525holders −18
63new positions
78sold out
6famous investors
$107.58avg. 13F price*

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

0200400600800 Q1 2024: 525Q1 2024Q2 2024: 508Q2 2024Q3 2024: 530Q3 2024Q4 2024: 543Q4 2024Q1 2025: 525Q1 2025Q2 2025: 545Q2 2025Q3 2025: 543Q3 2025Q4 2025: 586Q4 2025Q1 2026: 674Q1 2026Q2 2026: 752Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions63$207.6M
Exits78$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.

Show all 525 holders