XpoXPO
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 586 institutions reported holding Xpo Inc. (XPO) in their 13F filings, up 43 from Q3 2025. 68 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($1.6B), MFN Partners Management, LP ($1.6B) and Capital Research Global Investors ($1.5B). 8 famous investors held it, including Daniel Sundheim (2.6% of D1 Capital Partners's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Xpo Inc.
- CUSIP
- 983793100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $173.4M |
| Exits | 41 | $116.6M |
All 13F filers, Q3 2025 → Q4 2025: 7,204,184 shares bought and 8,715,809 shares sold, net −1,511,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 586 holders
| BlackRock, Inc. | 0.03% | Add +0.2% | 11,644,620 | $1.6B |
| MFN Partners Management, LP | 33.60% | No change | 11,425,369 | $1.6B |
| Capital Research Global Investors | 0.28% | Reduce -20.4% | 11,157,329 | $1.5B |
| Vanguard Group Inc. | 0.02% | Reduce -1.5% | 10,525,258 | $1.4B |
| Capital World Investors | 0.19% | Reduce -3.6% | 10,473,404 | $1.4B |
| Invesco Ltd. | 0.08% | Reduce -0.5% | 6,237,886 | $847.8M |
| Durable Capital Partners LP | 5.08% | Reduce -8.8% | 3,949,100 | $536.7M |
| Orbis Allan Gray Ltd | 2.08% | Add +15.8% | 3,652,589 | $496.4M |
| State Street Corp. | 0.02% | Reduce -0.5% | 3,510,137 | $477.1M |
| Clearbridge Investments, LLC | 0.32% | Add +9.7% | 2,970,231 | $403.7M |
| T. Rowe Price Investment Management, Inc. | 0.25% | Add +0.1% | 2,959,760 | $402.3M |
| FMR LLC | 0.02% | Add +39.3% | 2,906,278 | $395.0M |
| Geode Capital Management, LLC | 0.02% | Add +1.1% | 2,117,422 | $287.8M |
| D1 Capital Partners | 2.58% | Reduce -18.8% | 2,035,042 | $276.6M |
| Cercano Management LLC | 10.01% | No change | 1,945,996 | $264.5M |
| Norges Bank | 0.02% | — | 1,503,231 | $204.3M |
| Findlay Park Partners LLP | 2.45% | Reduce -5.0% | 1,415,100 | $192.3M |
| FIL Ltd | 0.14% | Reduce -3.7% | 1,367,517 | $185.9M |
| Holocene Advisors, LP | 0.35% | Add +235.5% | 1,215,870 | $165.2M |
| Morgan Stanley | 0.01% | Reduce -20.5% | 1,193,780 | $162.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.0% | 1,190,895 | $161.9M |
| UBS Group AG | 0.03% | Add +39.5% | 1,172,758 | $159.4M |
| Hood River Capital Management LLC | 1.71% | Add +1.9% | 1,148,950 | $156.2M |
| Bessemer Group Inc. | 0.23% | Add +228761.0% | 1,121,419 | $152.4M |
| Northern Trust Corp. | 0.02% | Reduce -3.0% | 952,167 | $129.4M |
| Cooke & Bieler LP | 1.32% | Reduce 0.0% | 933,703 | $126.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.0% | 881,961 | $119.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -3.6% | 836,866 | $114.7M |
| Westfield Capital Management Co. LP | 0.41% | Add +4.3% | 724,214 | $98.4M |
| Frontier Capital Management Co. LLC | 1.04% | Reduce -35.2% | 720,353 | $97.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.3% | 710,580 | $96.6M |
| Groupama Asset Managment | 1.30% | Reduce -1.1% | 648,476 | $88.1M |
| Wellington Management Group LLP | 0.01% | New | 603,376 | $82.0M |
| Primecap Management Co. | 0.06% | Reduce -3.0% | 569,634 | $77.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +78.0% | 556,155 | $75.6M |
| Citadel Advisors | 0.05% | Add +772.2% | 517,762 | $70.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.0% | 489,147 | $66.5M |
| Forest Avenue Capital Management LP | 4.18% | Reduce -5.1% | 467,057 | $63.5M |
| BNP Paribas Financial Markets | 0.04% | Add +28.4% | 439,175 | $59.7M |
| Wells Fargo & Company | 0.01% | Add +7.1% | 436,841 | $59.4M |
| Bank of America Corp. | 0.00% | Reduce -41.1% | 426,237 | $57.9M |
| One Madison Group LLC | 5.71% | Reduce -9.0% | 363,866 | $49.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.0% | 331,354 | $45.0M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.1% | 308,511 | $41.9M |
| Fishman Jay A Ltd. | 3.33% | Reduce -1.0% | 298,337 | $40.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.9% | 297,614 | $40.4M |
| Rhumbline Advisers | 0.03% | Reduce -5.1% | 293,905 | $39.9M |
| Federated Hermes, Inc. | 0.06% | Reduce -0.5% | 275,168 | $37.4M |
| American Century Companies Inc. | 0.02% | Add +725.5% | 260,077 | $35.3M |
| Douglas Lane & Associates, LLC | 0.48% | Reduce -6.6% | 256,876 | $34.9M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -5.9% | 239,738 | $32.6M |
| Swiss National Bank | 0.02% | Add +1.7% | 232,200 | $31.6M |
| Nuveen, LLC | 0.01% | Reduce -5.0% | 231,193 | $31.4M |
| Royal Bank of Canada | 0.01% | Reduce -28.6% | 226,891 | $30.8M |
| Rice Hall James & Associates, LLC | 1.64% | Reduce -2.0% | 219,176 | $29.8M |
| Baird Financial Group, Inc. | 0.05% | Add +72.1% | 217,132 | $29.5M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.7% | 213,641 | $29.0M |
| TD Asset Management Inc | 0.02% | Reduce -4.0% | 207,800 | $28.2M |
| Two Sigma Investments, LP | 0.04% | Reduce -19.3% | 195,709 | $26.6M |
| Hawk Ridge Capital Management LP | 1.22% | Reduce -28.0% | 193,988 | $26.4M |
| Greenstone Partners & Co., LLC | 5.12% | Add +1.7% | 193,703 | $26.3M |
| Vaughan Nelson Investment Management, L.P. | 0.26% | Reduce -1.0% | 192,194 | $26.1M |
| Legal & General Group Plc | 0.01% | Reduce -2.2% | 184,467 | $25.1M |
| Picton Mahoney Asset Management | 0.27% | Add +20.9% | 183,573 | $24.9M |
| Milford Funds Ltd. | 0.48% | — | 180,029 | $24.5M |
| Sei Investments Co. | 0.02% | Add +0.3% | 179,383 | $24.4M |
| Westwood Holdings Group Inc. | 0.19% | Reduce -6.2% | 171,055 | $23.2M |
| Barclays PLC | 0.01% | Add +3.6% | 166,120 | $22.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -34.0% | 165,904 | $22.5M |
| Caisse de depot et placement du Quebec | 0.04% | Add +183.8% | 165,895 | $22.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.6% | 164,907 | $22.4M |
| California Public Employees Retirement System | 0.01% | Add +8.3% | 164,500 | $22.4M |
| Jain Global LLC | 0.21% | Add +280.6% | 152,165 | $20.7M |
| Nomura Asset Management International Inc. | 0.03% | — | 146,513 | $19.9M |
| Arnhold LLC | 1.35% | No change | 131,100 | $17.8M |
| Steadfast Capital Management LP | 0.30% | New | 127,000 | $17.3M |
| National Bank of Canada | 0.02% | Add +1.5% | 121,240 | $16.5M |
| Jane Street Group, LLC | 0.02% | Reduce -43.9% | 118,761 | $16.1M |
| Tudor Investment Corporation | 0.09% | Add +275.6% | 115,784 | $15.7M |
| California State Teachers Retirement System | 0.02% | Add +0.5% | 111,450 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.2% | 109,517 | $14.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -3.5% | 107,157 | $14.6M |
| Renaissance Technologies | 0.02% | Add +194.5% | 103,120 | $14.0M |
| State of Wisconsin Investment Board | 0.03% | Add +10.8% | 100,102 | $13.6M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +35.2% | 98,821 | $13.4M |
| Tritonpoint Wealth, LLC | 1.34% | Reduce -1.1% | 97,504 | $13.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.3% | 96,138 | $13.1M |
| Tocqueville Asset Management L.P. | 0.18% | No change | 93,107 | $12.7M |
| iA Global Asset Management Inc. | 0.16% | New | 91,090 | $12.4M |
| Susquehanna International Group, LLP | 0.02% | Reduce -55.1% | 90,025 | $12.2M |
| MetLife Investment Management, LLC | 0.06% | Reduce -3.3% | 87,894 | $11.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -1.5% | 85,427 | $11.9M |
| Thornburg Investment Management Inc. | 0.15% | Reduce -0.7% | 84,488 | $11.5M |
| Gotham Asset Management | 0.04% | Add +71.7% | 77,084 | $10.5M |
| Hudson Bay Capital Management LP | 0.07% | Reduce -2.8% | 76,900 | $10.5M |
| Public Employees Retirement System of Ohio | 0.03% | Add +1.4% | 76,261 | $10.4M |
| Channing Capital Management, LLC | 0.26% | Reduce -16.7% | 73,564 | $10.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.4% | 73,049 | $9.9M |
| 1832 Asset Management L.P. | 0.01% | New | 73,000 | $9.9M |
| LPL Financial LLC | 0.00% | Add +10.7% | 72,125 | $9.8M |
"% of holder's portfolio" is XPO's weight in each manager's 13F, not the share of Xpo Inc. the manager owns.