XpoXPO
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 543 institutions reported holding Xpo Inc. (XPO) in their 13F filings, down 2 from Q2 2025. 56 opened new positions and 59 sold out. The largest holders were Capital Research Global Investors ($1.8B), BlackRock, Inc. ($1.5B) and MFN Partners Management, LP ($1.5B). 7 famous investors held it, including Daniel Sundheim (3.7% of D1 Capital Partners's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Xpo Inc.
- CUSIP
- 983793100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $79.5M |
| Exits | 59 | $198.8M |
All 13F filers, Q2 2025 → Q3 2025: 6,468,689 shares bought and 5,855,277 shares sold, net +613,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 543 holders
| Capital Research Global Investors | 0.34% | Reduce -0.1% | 14,016,004 | $1.8B |
| BlackRock, Inc. | 0.03% | Reduce -0.7% | 11,620,483 | $1.5B |
| MFN Partners Management, LP | 30.73% | No change | 11,425,369 | $1.5B |
| Capital World Investors | 0.19% | Add +7.3% | 10,860,803 | $1.4B |
| Vanguard Group Inc. | 0.02% | Reduce -0.6% | 10,688,130 | $1.4B |
| Invesco Ltd. | 0.13% | Add +19.8% | 6,267,881 | $810.2M |
| Durable Capital Partners LP | 4.15% | Add +20.5% | 4,331,280 | $559.9M |
| State Street Corp. | 0.02% | Reduce -1.3% | 3,527,257 | $456.0M |
| Orbis Allan Gray Ltd | 1.75% | Add +0.1% | 3,153,369 | $407.6M |
| T. Rowe Price Investment Management, Inc. | 0.23% | Add +17.7% | 2,957,137 | $382.3M |
| Clearbridge Investments, LLC | 0.26% | Add +10.6% | 2,708,296 | $350.1M |
| D1 Capital Partners | 3.72% | Reduce -20.3% | 2,505,738 | $323.9M |
| Geode Capital Management, LLC | 0.02% | Add +2.3% | 2,094,808 | $270.8M |
| FMR LLC | 0.01% | Reduce -3.9% | 2,086,883 | $269.8M |
| Cercano Management LLC | 9.67% | Reduce -7.1% | 1,945,996 | $251.6M |
| Morgan Stanley | 0.01% | Add +13.4% | 1,501,100 | $194.0M |
| Findlay Park Partners LLP | 2.02% | Reduce -1.8% | 1,490,400 | $192.7M |
| FIL Ltd | 0.14% | Reduce -11.3% | 1,420,693 | $183.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.5% | 1,178,896 | $152.4M |
| Hood River Capital Management LLC | 1.72% | Add +11.8% | 1,127,959 | $145.8M |
| Frontier Capital Management Co. LLC | 1.29% | Reduce -2.0% | 1,111,588 | $143.7M |
| Northern Trust Corp. | 0.02% | Reduce -0.2% | 981,593 | $126.9M |
| Cooke & Bieler LP | 1.25% | Add +9.0% | 933,745 | $120.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.3% | 873,381 | $112.9M |
| Raymond James Financial Inc. | 0.04% | Add +1.2% | 868,083 | $112.2M |
| UBS Group AG | 0.02% | Add +6.7% | 840,361 | $108.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.6% | 789,120 | $102.0M |
| Bank of America Corp. | 0.01% | Add +8.7% | 723,132 | $93.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.0% | 719,654 | $93.0M |
| Westfield Capital Management Co. LP | 0.38% | Add +85.0% | 694,714 | $89.8M |
| Groupama Asset Managment | 1.26% | Reduce -1.9% | 655,805 | $84.8M |
| Primecap Management Co. | 0.06% | Add +6.3% | 587,534 | $76.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.0% | 515,091 | $66.6M |
| Forest Avenue Capital Management LP | 4.78% | Reduce -32.9% | 492,353 | $63.6M |
| Wells Fargo & Company | 0.01% | Reduce -3.7% | 407,802 | $52.7M |
| One Madison Group LLC | 5.66% | Reduce -2.4% | 400,000 | $51.7M |
| Holocene Advisors, LP | 0.11% | Reduce -57.8% | 362,411 | $46.8M |
| BNP Paribas Financial Markets | 0.04% | Add +0.8% | 342,012 | $44.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -16.7% | 318,550 | $41.2M |
| Royal Bank of Canada | 0.01% | Reduce -27.8% | 317,655 | $41.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.6% | 312,355 | $40.4M |
| Rhumbline Advisers | 0.03% | Reduce -2.1% | 309,651 | $40.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -43.1% | 306,433 | $39.6M |
| Fishman Jay A Ltd. | 3.34% | Reduce -1.3% | 301,437 | $39.0M |
| Federated Hermes, Inc. | 0.06% | Reduce -3.1% | 276,404 | $35.7M |
| Douglas Lane & Associates, LLC | 0.50% | Reduce -7.0% | 274,982 | $35.5M |
| Squarepoint Ops LLC | 0.07% | Add +983.0% | 269,778 | $34.9M |
| Hawk Ridge Capital Management LP | 1.66% | Add +0.2% | 269,388 | $34.8M |
| Millennium Management | 0.03% | Reduce -53.9% | 265,007 | $34.3M |
| Massachusetts Financial Services Co. | 0.01% | Add +0.1% | 254,665 | $32.9M |
| Alliancebernstein L.P. | 0.01% | Add +26.4% | 251,338 | $32.5M |
| Nuveen, LLC | 0.01% | Reduce -2.8% | 243,425 | $31.5M |
| Two Sigma Investments, LP | 0.05% | Add +243.9% | 242,634 | $31.4M |
| Swiss National Bank | 0.02% | Add +1.6% | 228,400 | $29.5M |
| Rice Hall James & Associates, LLC | 1.58% | Reduce -8.3% | 223,594 | $28.9M |
| Comerica Bank | 0.11% | Add +49.9% | 221,654 | $28.7M |
| TD Asset Management Inc | 0.02% | Add +29.0% | 216,400 | $28.0M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.7% | 215,144 | $27.8M |
| Jane Street Group, LLC | 0.03% | New | 211,849 | $27.4M |
| Susquehanna International Group, LLP | 0.04% | Add +558.7% | 200,680 | $25.9M |
| Vaughan Nelson Investment Management, L.P. | 0.23% | Reduce -5.0% | 194,099 | $25.1M |
| Greenstone Partners & Co., LLC | 4.50% | Reduce -1.2% | 190,422 | $24.6M |
| Legal & General Group Plc | 0.01% | Reduce -2.2% | 188,618 | $24.4M |
| Westwood Holdings Group Inc. | 0.17% | Reduce -4.9% | 182,344 | $23.6M |
| Sei Investments Co. | 0.02% | Add +5.0% | 178,752 | $23.1M |
| Macquarie Group Ltd. | 0.03% | Add +105.3% | 174,545 | $22.3M |
| Citigroup Inc. | 0.01% | Add +694.2% | 161,906 | $20.9M |
| Barclays PLC | 0.01% | Add +100.7% | 160,379 | $20.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -30.3% | 159,181 | $20.6M |
| California Public Employees Retirement System | 0.01% | Add +6.5% | 151,929 | $19.6M |
| Picton Mahoney Asset Management | 0.25% | Add +155.2% | 151,785 | $19.6M |
| Arnhold LLC | 1.42% | Reduce -0.8% | 131,100 | $16.9M |
| Baird Financial Group, Inc. | 0.03% | New | 126,160 | $16.3M |
| National Bank of Canada | 0.02% | Reduce -0.6% | 119,467 | $15.4M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.1% | 111,001 | $14.3M |
| California State Teachers Retirement System | 0.01% | Reduce -0.7% | 110,930 | $14.3M |
| Waratah Capital Advisors Ltd. | 0.91% | Reduce -24.6% | 103,353 | $13.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.9% | 99,368 | $12.8M |
| Tritonpoint Wealth, LLC | 1.09% | Add +0.4% | 98,545 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.6% | 97,631 | $12.6M |
| Tocqueville Asset Management L.P. | 0.18% | Reduce -0.2% | 93,107 | $12.0M |
| MetLife Investment Management, LLC | 0.06% | Reduce -3.4% | 90,928 | $11.8M |
| State of Wisconsin Investment Board | 0.03% | Add +45.9% | 90,370 | $11.7M |
| Channing Capital Management, LLC | 0.30% | Reduce -0.5% | 88,351 | $11.4M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +86.5% | 86,726 | $11.0M |
| Thornburg Investment Management Inc. | 0.14% | Reduce -3.4% | 85,061 | $11.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +1.4% | 84,825 | $10.8M |
| Hudson Bay Capital Management LP | 0.07% | Reduce -16.8% | 79,081 | $10.2M |
| Rakuten Investment Management, Inc. | 0.04% | — | 44,932 | $9.9M |
| Two Sigma Advisers, LP | 0.02% | Add +97.2% | 76,100 | $9.8M |
| Redmond Asset Management, LLC | 2.41% | Reduce -3.4% | 75,798 | $9.8M |
| Public Employees Retirement System of Ohio | 0.03% | Add +107.2% | 75,199 | $9.7M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -77.7% | 73,088 | $9.4M |
| Georgetown University | 3.15% | No change | 72,821 | $9.4M |
| Bank of Montreal | 0.00% | Reduce -1.5% | 72,398 | $9.4M |
| First Trust Advisors LP | 0.01% | Add +365.6% | 72,082 | $9.3M |
| Lagoda Investment Management, L.P. | 5.26% | Reduce -6.1% | 71,950 | $9.3M |
| Verition Fund Management LLC | 0.05% | Reduce -7.5% | 70,510 | $9.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +17.4% | 69,976 | $9.0M |
| Trexquant Investment LP | 0.09% | Add +368.5% | 67,269 | $8.7M |
"% of holder's portfolio" is XPO's weight in each manager's 13F, not the share of Xpo Inc. the manager owns.