XpoXPO
13F holders, Q1 2026 (March 31)674holders +88
127new positions
39sold out
8famous investors
$194.36avg. 13F price*
At the end of Q1 2026, 674 institutions reported holding Xpo Inc. (XPO) in their 13F filings, up 88 from Q4 2025. 127 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($2.4B), MFN Partners Management, LP ($2.2B) and Capital Research Global Investors ($1.9B). 8 famous investors held it, including Daniel Sundheim (2.2% of D1 Capital Partners's portfolio), Ken Griffin (0.2% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 127 | $644.9M |
| Exits | 39 | $287.8M |
All 13F filers, Q4 2025 → Q1 2026: 11,487,680 shares bought and 17,735,469 shares sold, net −6,247,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 674 holders
| BlackRock, Inc. | 0.04% | Add +4.5% | 12,167,246 | $2.4B |
| MFN Partners Management, LP | 49.06% | No change | 11,425,369 | $2.2B |
| Capital Research Global Investors | 0.29% | Reduce -14.1% | 9,588,191 | $1.9B |
| Capital World Investors | 0.15% | Reduce -44.8% | 5,778,228 | $1.1B |
| Vanguard Capital Management LLC | 0.02% | — | 5,060,285 | $984.5M |
| Invesco Ltd. | 0.09% | Reduce -22.5% | 4,831,614 | $940.0M |
| Vanguard Portfolio Management LLC | 0.05% | — | 4,746,471 | $923.4M |
| FMR LLC | 0.04% | Add +24.0% | 3,604,998 | $701.4M |
| State Street Corp. | 0.02% | Add +2.1% | 3,582,960 | $697.1M |
| Orbis Allan Gray Ltd | 2.80% | Reduce -6.7% | 3,409,092 | $663.2M |
| Durable Capital Partners LP | 5.88% | Reduce -25.7% | 2,935,934 | $571.2M |
| T. Rowe Price Investment Management, Inc. | 0.37% | Reduce -5.8% | 2,787,012 | $542.2M |
| Clearbridge Investments, LLC | 0.47% | Reduce -6.7% | 2,772,656 | $539.4M |
| Bessemer Group Inc. | 0.74% | Add +115.9% | 2,420,899 | $471.0M |
| Geode Capital Management, LLC | 0.03% | Add +3.1% | 2,182,817 | $424.8M |
| D1 Capital Partners | 2.23% | Reduce -36.7% | 1,287,630 | $250.5M |
| Holocene Advisors, LP | 0.59% | Add +2.8% | 1,249,431 | $243.1M |
| Findlay Park Partners LLP | 3.22% | Reduce -16.0% | 1,189,000 | $231.3M |
| Goldman Sachs Group Inc. | 0.03% | Add +113.3% | 1,186,334 | $230.8M |
| Hood River Capital Management LLC | 2.26% | Add +0.9% | 1,159,830 | $225.6M |
| Citadel Advisors | 0.16% | Add +123.6% | 1,157,714 | $225.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -6.7% | 1,111,192 | $216.1M |
| Morgan Stanley | 0.01% | Reduce -14.0% | 1,026,370 | $199.7M |
| Northern Trust Corp. | 0.03% | Add +2.7% | 978,028 | $190.3M |
| Capital International Investors | 0.04% | New | 925,663 | $180.1M |
| FIL Ltd | 0.14% | Reduce -33.1% | 914,362 | $177.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.3% | 911,070 | $177.2M |
| Millennium Management | 0.12% | Add +9645.1% | 761,966 | $148.2M |
| Cercano Management LLC | 6.36% | Reduce -61.1% | 756,536 | $147.2M |
| Vanguard Fiduciary Trust Co. | 0.04% | — | 726,195 | $141.3M |
| Bank of New York Mellon Corp | 0.03% | Add +0.9% | 716,747 | $139.4M |
| Groupama Asset Managment | 1.87% | Add +0.7% | 653,083 | $127.1M |
| Frontier Capital Management Co. LLC | 1.30% | Reduce -9.5% | 652,073 | $126.9M |
| Westfield Capital Management Co. LP | 0.47% | Reduce -21.0% | 571,992 | $111.3M |
| Primecap Management Co. | 0.09% | Reduce -0.2% | 568,334 | $110.6M |
| UBS Group AG | 0.02% | Reduce -56.2% | 513,201 | $99.8M |
| Raymond James Financial Inc. | 0.03% | Reduce -37.9% | 519,384 | $99.1M |
| Massachusetts Financial Services Co. | 0.03% | Add +99.2% | 477,648 | $96.1M |
| Qube Research & Technologies Ltd | 0.13% | Add +752.3% | 457,477 | $89.0M |
| Bank of America Corp. | 0.01% | Add +4.9% | 447,301 | $87.0M |
| Balyasny Asset Management L.P. | 0.18% | Add +828.5% | 441,014 | $85.8M |
| Wells Fargo & Company | 0.02% | Reduce -7.6% | 403,637 | $78.5M |
| Allspring Global Investments Holdings, LLC | 0.13% | Add +358.6% | 391,800 | $77.7M |
| Jane Street Group, LLC | 0.08% | Add +228.0% | 389,533 | $75.8M |
| American Century Companies Inc. | 0.04% | Add +41.5% | 368,133 | $71.6M |
| Wellington Management Group LLP | 0.01% | Reduce -42.0% | 350,004 | $68.1M |
| One Madison Group LLC | 7.57% | Reduce -7.5% | 336,700 | $65.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 335,117 | $62.5M |
| Maple Rock Capital Partners Inc. | 2.03% | New | 320,242 | $62.3M |
| Lord, Abbett & Co. LLC | 0.21% | New | 310,155 | $60.3M |
| Rhumbline Advisers | 0.05% | Add +2.4% | 300,972 | $58.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.1% | 297,805 | $57.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -39.3% | 296,961 | $57.8M |
| BNP Paribas Financial Markets | 0.04% | Reduce -34.4% | 288,249 | $56.1M |
| Fishman Jay A Ltd. | 4.94% | Reduce -4.7% | 284,261 | $55.3M |
| Squarepoint Ops LLC | 0.12% | New | 281,678 | $54.8M |
| Polar Capital Holdings Plc | 0.23% | Add +329.2% | 264,812 | $51.5M |
| Alliancebernstein L.P. | 0.02% | Add +126.1% | 375,127 | $51.0M |
| Principal Financial Group Inc. | 0.03% | Reduce -15.2% | 261,784 | $50.9M |
| Douglas Lane & Associates, LLC | 0.69% | Reduce -4.8% | 244,499 | $47.6M |
| Swiss National Bank | 0.03% | Add +0.9% | 234,300 | $45.6M |
| Federated Hermes, Inc. | 0.07% | Reduce -15.2% | 233,300 | $45.4M |
| Nuveen, LLC | 0.01% | Reduce -0.2% | 230,739 | $44.9M |
| Rice Hall James & Associates, LLC | 2.43% | Add +2.3% | 224,299 | $43.6M |
| Retirement Systems of Alabama | 0.14% | Add +1.3% | 216,377 | $42.1M |
| Royal Bank of Canada | 0.01% | Reduce -6.2% | 212,792 | $41.4M |
| Schonfeld Strategic Advisors LLC | 0.33% | Add +107.3% | 204,897 | $39.9M |
| California Public Employees Retirement System | 0.02% | Add +20.3% | 197,850 | $38.5M |
| Two Sigma Investments, LP | 0.03% | Reduce -3.6% | 188,622 | $36.7M |
| Border to Coast Pensions Partnership Ltd | 0.61% | New | 184,721 | $36.0M |
| Citigroup Inc. | 0.02% | Add +175.0% | 182,075 | $35.4M |
| Sei Investments Co. | 0.03% | Reduce -0.1% | 179,199 | $34.9M |
| Renaissance Technologies | 0.05% | Add +73.3% | 178,720 | $34.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.4% | 177,086 | $34.5M |
| TD Asset Management Inc | 0.03% | Reduce -15.3% | 176,000 | $34.2M |
| Vaughan Nelson Investment Management, L.P. | 0.34% | Reduce -9.5% | 173,964 | $33.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -22.1% | 169,033 | $32.9M |
| Legal & General Group Plc | 0.01% | Reduce -9.7% | 166,548 | $32.4M |
| California State Teachers Retirement System | 0.03% | Add +22.2% | 136,161 | $26.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +23.4% | 135,132 | $26.3M |
| Picton Mahoney Asset Management | 0.27% | Reduce -27.6% | 132,878 | $25.9M |
| Arnhold LLC | 1.88% | No change | 131,100 | $25.5M |
| Interval Partners, LP | 0.86% | New | 128,857 | $25.1M |
| Voloridge Investment Management, LLC | 0.10% | New | 127,957 | $24.9M |
| Westwood Holdings Group Inc. | 0.18% | Reduce -27.3% | 124,399 | $24.2M |
| National Bank of Canada | 0.02% | Reduce -1.5% | 119,431 | $23.2M |
| Jain Global LLC | 0.29% | Reduce -26.9% | 111,290 | $21.7M |
| LPL Financial LLC | 0.01% | Add +54.0% | 111,096 | $21.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | — | 105,884 | $20.6M |
| New York State Teachers Retirement System | 0.04% | Reduce -4.6% | 102,222 | $19.9M |
| Slate Path Capital LP | 0.29% | New | 100,600 | $19.6M |
| Nomura Asset Management International Inc. | 0.03% | Reduce -32.1% | 99,538 | $19.4M |
| Driehaus Capital Management LLC | 0.14% | New | 97,914 | $19.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -0.4% | 95,716 | $18.6M |
| Tritonpoint Wealth, LLC | 1.98% | Reduce -2.4% | 95,172 | $18.5M |
| Russell Investments Group, Ltd. | 0.02% | Add +27.6% | 93,183 | $18.1M |
| Tocqueville Asset Management L.P. | 0.26% | Reduce -1.5% | 91,707 | $17.8M |
| Hawk Ridge Capital Management LP | 0.64% | Reduce -53.4% | 90,388 | $17.6M |
| Neuberger Berman Group LLC | 0.01% | Add +703.3% | 89,638 | $17.4M |
| State of Wisconsin Investment Board | 0.04% | Reduce -12.1% | 87,988 | $17.1M |
"% of holder's portfolio" is XPO's weight in each manager's 13F, not the share of Xpo Inc. the manager owns.