XpoXPO
13F holders, Q2 2025 (June 30)545holders +20
75new positions
54sold out
8famous investors
$126.30avg. 13F price*
At the end of Q2 2025, 545 institutions reported holding Xpo Inc. (XPO) in their 13F filings, up 20 from Q1 2025. 75 opened new positions and 54 sold out. The largest holders were Capital Research Global Investors ($1.8B), BlackRock, Inc. ($1.5B) and MFN Partners Management, LP ($1.4B). 8 famous investors held it, including Daniel Sundheim (5.5% of D1 Capital Partners's portfolio), Stanley Druckenmiller (0.5% of Duquesne Family Office's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Xpo Inc.
- CUSIP
- 983793100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $306.6M |
| Exits | 54 | $137.4M |
All 13F filers, Q1 2025 → Q2 2025: 12,442,460 shares bought and 11,678,534 shares sold, net +763,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 545 holders
| Capital Research Global Investors | 0.36% | Reduce -3.3% | 14,037,405 | $1.8B |
| BlackRock, Inc. | 0.03% | Reduce -4.8% | 11,701,728 | $1.5B |
| MFN Partners Management, LP | 31.68% | No change | 11,425,369 | $1.4B |
| Vanguard Group Inc. | 0.02% | Reduce -2.0% | 10,755,173 | $1.4B |
| Capital World Investors | 0.19% | Add +4.7% | 10,125,353 | $1.3B |
| Invesco Ltd. | 0.11% | Add +306.9% | 5,231,447 | $660.7M |
| Durable Capital Partners LP | 3.44% | Add +79.3% | 3,595,056 | $454.0M |
| State Street Corp. | 0.02% | Reduce -2.3% | 3,574,558 | $451.4M |
| Orbis Allan Gray Ltd | 1.93% | Add +16.8% | 3,150,052 | $397.8M |
| D1 Capital Partners | 5.51% | Add +3.0% | 3,144,916 | $397.2M |
| T. Rowe Price Investment Management, Inc. | 0.20% | Add +21.2% | 2,512,510 | $317.3M |
| Clearbridge Investments, LLC | 0.25% | Reduce -2.3% | 2,449,767 | $309.4M |
| FMR LLC | 0.02% | Reduce -12.7% | 2,170,563 | $274.1M |
| Cercano Management LLC | 7.55% | Reduce -3.0% | 2,094,841 | $264.6M |
| Geode Capital Management, LLC | 0.02% | Reduce -3.1% | 2,047,584 | $258.6M |
| FIL Ltd | 0.17% | Add +11.6% | 1,601,750 | $202.3M |
| Findlay Park Partners LLP | 1.98% | Reduce -3.5% | 1,517,500 | $191.6M |
| Norges Bank | 0.02% | Reduce -7.6% | 1,336,925 | $168.8M |
| Morgan Stanley | 0.01% | Reduce -13.1% | 1,323,921 | $167.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -6.7% | 1,173,081 | $148.2M |
| Frontier Capital Management Co. LLC | 1.33% | Reduce -4.0% | 1,133,879 | $143.2M |
| Hood River Capital Management LLC | 1.78% | Add +26.9% | 1,008,621 | $127.4M |
| Northern Trust Corp. | 0.02% | Reduce -2.0% | 983,668 | $124.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.2% | 875,562 | $110.6M |
| Holocene Advisors, LP | 0.27% | Add +5.7% | 858,247 | $108.4M |
| Raymond James Financial Inc. | 0.04% | Add +12.9% | 857,984 | $108.4M |
| Cooke & Bieler LP | 1.08% | New | 856,898 | $108.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -50.9% | 802,269 | $101.3M |
| UBS Group AG | 0.02% | Reduce -13.9% | 787,496 | $99.5M |
| Forest Avenue Capital Management LP | 7.23% | Add +55.9% | 734,221 | $92.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.8% | 727,102 | $91.8M |
| Groupama Asset Managment | 1.44% | Add +52.9% | 668,627 | $85.2M |
| Bank of America Corp. | 0.01% | Reduce -36.2% | 665,103 | $84.0M |
| Millennium Management | 0.07% | Add +234.0% | 575,219 | $72.6M |
| Primecap Management Co. | 0.06% | Add +2.3% | 552,484 | $69.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +77.7% | 538,462 | $68.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -48.9% | 525,426 | $66.4M |
| Royal Bank of Canada | 0.01% | Add +51.5% | 439,810 | $55.5M |
| Wells Fargo & Company | 0.01% | Reduce -20.0% | 423,332 | $53.5M |
| One Madison Group LLC | 5.46% | Add +21.8% | 410,000 | $51.8M |
| Principal Financial Group Inc. | 0.03% | Reduce -14.6% | 382,391 | $48.3M |
| Westfield Capital Management Co. LP | 0.20% | New | 375,621 | $47.4M |
| Freestone Grove Partners LP | 0.35% | Reduce -34.2% | 364,965 | $46.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -38.5% | 339,342 | $42.9M |
| Interval Partners, LP | 0.97% | New | 336,668 | $42.5M |
| Schonfeld Strategic Advisors LLC | 0.31% | Add +376.4% | 327,739 | $41.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.2% | 327,568 | $41.4M |
| Rhumbline Advisers | 0.03% | Reduce -6.7% | 316,166 | $39.9M |
| Citadel Advisors | 0.03% | Add +732.0% | 308,389 | $38.9M |
| Fishman Jay A Ltd. | 3.69% | Add +1.6% | 305,301 | $38.6M |
| Douglas Lane & Associates, LLC | 0.54% | Reduce -6.5% | 295,777 | $37.4M |
| Federated Hermes, Inc. | 0.07% | Reduce -0.2% | 285,319 | $36.0M |
| Hawk Ridge Capital Management LP | 1.42% | Reduce -7.2% | 268,788 | $33.9M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -78.3% | 254,322 | $32.1M |
| Nuveen, LLC | 0.01% | Reduce -20.7% | 250,304 | $31.6M |
| Rice Hall James & Associates, LLC | 1.66% | Reduce -0.3% | 243,953 | $30.8M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -19.0% | 239,625 | $30.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -20.9% | 228,472 | $28.9M |
| Swiss National Bank | 0.02% | Reduce -0.3% | 224,900 | $28.4M |
| Retirement Systems of Alabama | 0.10% | Reduce -12.8% | 216,748 | $27.4M |
| Vaughan Nelson Investment Management, L.P. | 0.24% | Reduce -31.1% | 204,254 | $25.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -76.1% | 198,877 | $25.1M |
| Legal & General Group Plc | 0.01% | Add +1.5% | 192,923 | $24.4M |
| Greenstone Partners & Co., LLC | 5.71% | Add +13.4% | 192,784 | $24.3M |
| Westwood Holdings Group Inc. | 0.18% | Add +4.0% | 191,730 | $24.2M |
| Sei Investments Co. | 0.02% | Add +38.6% | 170,316 | $21.5M |
| TD Asset Management Inc | 0.02% | Add +2.9% | 167,800 | $21.2M |
| Duquesne Family Office | 0.53% | New | 163,100 | $20.6M |
| Comerica Bank | 0.07% | Add +206.7% | 147,879 | $18.7M |
| California Public Employees Retirement System | 0.01% | Add +8.0% | 142,712 | $18.0M |
| Waratah Capital Advisors Ltd. | 1.18% | Reduce -25.7% | 137,115 | $17.3M |
| Arnhold LLC | 1.52% | Reduce -20.2% | 132,206 | $16.7M |
| Cartenna Capital, LP | 0.97% | Reduce -68.8% | 125,000 | $15.8M |
| National Bank of Canada | 0.02% | Reduce -10.1% | 120,181 | $15.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -74.5% | 117,620 | $14.9M |
| Eisler Capital Management Ltd. | 0.50% | New | 114,946 | $14.5M |
| California State Teachers Retirement System | 0.02% | Add +3.9% | 111,748 | $14.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.5% | 111,101 | $14.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.3% | 105,629 | $13.3M |
| Tritonpoint Wealth, LLC | 1.15% | Reduce -20.7% | 98,187 | $12.4M |
| Hudson Bay Capital Management LP | 0.09% | Reduce -57.1% | 95,074 | $12.0M |
| MetLife Investment Management, LLC | 0.07% | Add +2.2% | 94,158 | $11.9M |
| Tocqueville Asset Management L.P. | 0.18% | Reduce -34.6% | 93,257 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 89,084 | $11.3M |
| Channing Capital Management, LLC | 0.31% | Add +0.3% | 88,824 | $11.2M |
| Thornburg Investment Management Inc. | 0.14% | Reduce -7.8% | 88,036 | $11.1M |
| Macquarie Group Ltd. | 0.01% | Reduce -18.4% | 85,001 | $10.7M |
| Caisse de depot et placement du Quebec | 0.02% | Reduce -60.1% | 84,426 | $10.7M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -3.1% | 83,673 | $10.6M |
| Hauser Brothers GmbH | 10.43% | Reduce -56.2% | 83,000 | $10.5M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -11.2% | 82,043 | $10.4M |
| Barclays PLC | 0.00% | Reduce -6.8% | 79,913 | $10.1M |
| Redmond Asset Management, LLC | 2.36% | Add +0.7% | 78,490 | $9.9M |
| Lagoda Investment Management, L.P. | 5.48% | Add +1.6% | 76,625 | $9.7M |
| Verition Fund Management LLC | 0.06% | Add +476.4% | 76,225 | $9.6M |
| GCM Grosvenor Holdings, LLC | 1.36% | Reduce -8.6% | 75,214 | $9.5M |
| Bank of Montreal | 0.00% | Add +7.8% | 73,482 | $9.3M |
| Empirical Capital Management, LLC | 5.71% | No change | 73,000 | $9.2M |
| Georgetown University | 3.50% | Add +18.9% | 72,821 | $9.2M |
| Two Sigma Investments, LP | 0.02% | Add +154.7% | 70,559 | $8.9M |
"% of holder's portfolio" is XPO's weight in each manager's 13F, not the share of Xpo Inc. the manager owns.