XPO, Inc. (XPO) — Institutional Holders, Q2 2026

754 institutional investment managers reported a XPO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $24.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← XPO stock profile

XPO in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

157

Added to

266

Trimmed

212

Sold out

Biggest buyers

BlackRockAdded · +2,374,505 sh+$487.5M
GOLDMAN SACHS GROUPAdded · +1,017,035 sh+$208.8M
FMRAdded · +727,155 sh+$149.3M
TWO SIGMA INVESTMENTSAdded · +667,587 sh+$137.0M
STATE STREETAdded · +663,780 sh+$136.3M

Biggest sellers

Invesco Ltd.Trimmed · -1,795,684 sh-$368.6M
MFN Partners ManagementTrimmed · -1,555,678 sh-$319.4M
Capital Research Global InvestorsTrimmed · -1,316,367 sh-$270.2M
D1 Capital Partners L.P.Sold out · -1,287,630 sh-$264.3M
Capital International InvestorsTrimmed · -924,506 sh-$189.8M

XPO 13F holders ranked 1–100 of 754

Institutional investors reporting a position in XPO, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 14,541,751 sh	14,541,751	$3.0B	0.04%	+19.5%
2	MFN Partners Management#2 · 9,869,691 sh	9,869,691	$2.0B	41.91%	-13.6%
3	Capital Research Global Investors#3 · 8,271,824 sh	8,271,824	$1.7B	0.24%	-13.7%
4	Capital World Investors#4 · 5,834,627 sh	5,834,627	$1.2B	0.14%	+1.0%
5	VANGUARD CAPITAL MANAGEMENT#5 · 5,110,681 sh	5,110,681	$1.0B	0.02%	+1.0%
6	VANGUARD PORTFOLIO MANAGEMENT#6 · 4,824,387 sh	4,824,387	$990.4M	0.04%	+1.6%
7	FMR#7 · 4,332,153 sh	4,332,153	$889.3M	0.04%	+20.2%
8	STATE STREET#8 · 4,246,740 sh	4,246,740	$871.8M	0.03%	+18.5%
9	Orbis Allan Gray Ltd#9 · 3,402,819 sh	3,402,819	$698.6M	2.40%	-0.2%
10	Invesco Ltd.#10 · 3,035,930 sh	3,035,930	$623.2M	0.05%	-37.2%
11	Durable Capital Partners#11 · 2,424,919 sh	2,424,919	$497.8M	4.84%	-17.4%
12	GEODE CAPITAL MANAGEMENT#12 · 2,378,074 sh	2,378,074	$486.9M	0.03%	+8.9%
13	Clearbridge Investments#13 · 2,371,002 sh	2,371,002	$486.7M	0.40%	-14.5%
14	GOLDMAN SACHS GROUP#14 · 2,203,369 sh	2,203,369	$452.3M	0.04%	+85.7%
15	T. Rowe Price Investment Management#15 · 2,196,896 sh	2,196,896	$451.0M	0.30%	-21.2%
16	BESSEMER GROUP#16 · 1,939,169 sh	1,939,169	$398.1M	0.55%	-19.9%
17	NORGES BANK#17 · 1,564,973 sh	1,564,973	$321.3M	0.03%	—
18	Hood River Capital Management#18 · 1,297,453 sh	1,297,453	$266.4M	1.93%	+11.9%
19	Findlay Park Partners LLP#19 · 1,150,100 sh	1,150,100	$236.1M	3.19%	-3.3%
20	DIMENSIONAL FUND ADVISORS#20 · 1,129,603 sh	1,129,603	$231.9M	0.04%	+1.7%
21	CITADEL ADVISORS#21 · 1,112,882 sh	1,112,882	$228.5M	0.03%	-3.9%
22	NORTHERN#22 · 1,069,773 sh	1,069,773	$219.6M	0.03%	+9.4%
23	MORGAN STANLEY#23 · 1,019,999 sh	1,019,999	$209.4M	0.01%	-0.6%
24	Holocene Advisors#24 · 904,678 sh	904,678	$185.7M	0.42%	-27.6%
25	CHARLES SCHWAB INVESTMENT MANAGEMENT#25 · 902,824 sh	902,824	$185.3M	0.02%	-0.9%
26	TWO SIGMA INVESTMENTS#26 · 856,209 sh	856,209	$175.8M	0.13%	+353.9%
27	FIL Ltd#27 · 782,652 sh	782,652	$160.7M	0.12%	-14.4%
28	VANGUARD FIDUCIARY#28 · 753,288 sh	753,288	$154.6M	0.03%	+3.7%
29	Bank of New York Mellon#29 · 739,431 sh	739,431	$151.8M	0.02%	+3.2%
30	GROUPAMA ASSET MANAGMENT#30 · 676,282 sh	676,282	$139.3M	1.76%	+3.6%
31	ALLIANCEBERNSTEIN L.P.#31 · 665,458 sh	665,458	$129.5M	0.04%	+77.4%
32	WESTFIELD CAPITAL MANAGEMENT#32 · 629,011 sh	629,011	$129.1M	0.42%	+10.0%
33	AGF MANAGEMENT LTD#33 · 618,651 sh	618,651	$127.0M	0.49%	+9566.4%
34	PRIMECAP MANAGEMENT#34 · 568,334 sh	568,334	$116.7M	0.07%	0.0%
35	JANE STREET GROUP#35 · 538,728 sh	538,728	$110.6M	<0.01%	+38.3%
36	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#36 · 538,066 sh	538,066	$110.5M	0.02%	+80.7%
37	AMERICAN CENTURY COMPANIES#37 · 534,278 sh	534,278	$109.7M	0.05%	+45.1%
38	FRONTIER CAPITAL MANAGEMENT#38 · 499,601 sh	499,601	$102.6M	0.96%	-23.4%
39	Allspring Global Investments#39 · 489,273 sh	489,273	$101.3M	0.16%	+24.9%
40	RAYMOND JAMES FINANCIAL#40 · 493,466 sh	493,466	$101.3M	0.03%	-5.0%
41	MASSACHUSETTS FINANCIAL SERVICES#41 · 426,782 sh	426,782	$93.1M	0.03%	-10.6%
42	Nuveen#42 · 453,447 sh	453,447	$93.1M	0.02%	+96.5%
43	JPMORGAN CHASE#43 · 443,743 sh	443,743	$92.6M	<0.01%	+32.4%
44	BALYASNY ASSET MANAGEMENT L.P.#44 · 448,750 sh	448,750	$92.1M	0.11%	+1.8%
45	AMERIPRISE FINANCIAL#45 · 430,835 sh	430,835	$88.5M	0.02%	+45.1%
46	BANK OF AMERICA#46 · 398,747 sh	398,747	$81.9M	<0.01%	-10.9%
47	WELLS FARGO & COMPANY#47 · 388,548 sh	388,548	$79.8M	0.01%	-3.7%
48	PRICE T ROWE ASSOCIATES#48 · 385,684 sh	385,684	$79.2M	<0.01%	+117.8%
49	BNP PARIBAS FINANCIAL MARKETS#49 · 379,233 sh	379,233	$77.9M	0.03%	+31.6%
50	VOLORIDGE INVESTMENT MANAGEMENT#50 · 366,149 sh	366,149	$75.2M	0.32%	+186.2%
51	UBS Group AG#51 · 359,996 sh	359,996	$73.9M	<0.01%	-29.9%
52	Maple Rock Capital Partners#52 · 352,702 sh	352,702	$72.4M	1.42%	+10.1%
53	Legal & General Group Plc#53 · 352,108 sh	352,108	$72.3M	0.02%	+111.4%
54	One Madison Group#54 · 350,100 sh	350,100	$71.9M	6.91%	+4.0%
55	Qube Research & Technologies Ltd#55 · 347,655 sh	347,655	$71.4M	0.07%	-24.0%
56	RHUMBLINE ADVISERS#56 · 341,040 sh	341,040	$70.0M	0.05%	+13.3%
57	Swiss National Bank#57 · 322,800 sh	322,800	$66.3M	0.03%	+37.8%
58	LORD, ABBETT#58 · 308,712 sh	308,712	$63.4M	0.18%	-0.5%
59	MILLENNIUM MANAGEMENT#59 · 296,850 sh	296,850	$60.9M	0.02%	-61.0%
60	FEDERATED HERMES#60 · 292,452 sh	292,452	$60.0M	0.09%	+25.4%
61	Squarepoint Ops#61 · 282,925 sh	282,925	$58.1M	0.06%	+0.4%
62	DEUTSCHE BANK AG\#62 · 276,492 sh	276,492	$56.8M	0.02%	+2083.3%
63	LOS ANGELES CAPITAL MANAGEMENT#63 · 274,064 sh	274,064	$56.3M	0.21%	New
64	PRINCIPAL FINANCIAL GROUP#64 · 265,303 sh	265,303	$54.5M	0.03%	+1.3%
65	Polar Capital Plc#65 · 264,787 sh	264,787	$54.4M	0.13%	0.0%
66	FISHMAN JAY A LTD#66 · 255,150 sh	255,150	$52.4M	—	-10.2%
67	Cable Car Capital#67 · 250,000 sh	250,000	$51.3M	1.10%	New
68	RENAISSANCE TECHNOLOGIES#68 · 229,120 sh	229,120	$47.0M	0.06%	+28.2%
69	RICE HALL JAMES & ASSOCIATES#69 · 224,878 sh	224,878	$46.2M	2.25%	+0.3%
70	Douglas Lane & Associates#70 · 220,150 sh	220,150	$45.2M	—	-10.0%
71	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#71 · 220,145 sh	220,145	$45.2M	0.03%	+11.3%
72	Sumitomo Mitsui#72 · 218,158 sh	218,158	$44.8M	0.03%	New
73	WELLINGTON MANAGEMENT GROUP LLP#73 · 212,912 sh	212,912	$43.7M	<0.01%	-39.2%
74	ROYAL BANK OF CANADA#74 · 209,322 sh	209,322	$43.0M	<0.01%	-1.6%
75	Freestone Grove Partners#75 · 208,183 sh	208,183	$42.7M	0.27%	New
76	FIRST ADVISORS#76 · 193,567 sh	193,567	$39.7M	0.02%	+148.8%
77	Retirement Systems of Alabama#77 · 190,428 sh	190,428	$39.1M	0.12%	-12.0%
78	WORLDQUANT MILLENNIUM ADVISORS#78 · 187,045 sh	187,045	$38.4M	0.13%	+139.3%
79	National Pension Service#79 · 183,619 sh	183,619	$37.7M	0.02%	New
80	Schonfeld Strategic Advisors#80 · 182,879 sh	182,879	$37.5M	0.13%	-10.7%
81	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#81 · 180,899 sh	180,899	$37.1M	0.33%	+4.0%
82	TD ASSET MANAGEMENT#82 · 168,101 sh	168,101	$34.5M	0.03%	-4.5%
83	DRIEHAUS CAPITAL MANAGEMENT#83 · 158,226 sh	158,226	$32.5M	0.19%	+61.6%
84	Border to Coast Pensions Partnership Ltd#84 · 156,008 sh	156,008	$32.0M	—	-15.5%
85	Amundi#85 · 153,894 sh	153,894	$31.6M	<0.01%	+1066.2%
86	Nearwater Capital Markets, Ltd#86 · 150,000 sh	150,000	$30.8M	0.53%	New
87	SEI INVESTMENTS#87 · 148,755 sh	148,755	$30.5M	0.03%	-17.0%
88	HAWK RIDGE CAPITAL MANAGEMENT#88 · 146,068 sh	146,068	$30.0M	0.96%	+61.6%
89	MARSHALL WACE, LLP#89 · 144,247 sh	144,247	$29.6M	0.02%	+1341.0%
90	Baird Financial Group#90 · 142,900 sh	142,900	$29.3M	0.04%	-15.5%
91	Cartenna Capital#91 · 140,000 sh	140,000	$28.7M	0.68%	New
92	Mitsubishi UFJ Asset Management , Ltd.#92 · 132,595 sh	132,595	$27.2M	0.02%	New
93	Arnhold#93 · 131,100 sh	131,100	$26.9M	—	0.0%
94	PICTON MAHONEY ASSET MANAGEMENT#94 · 128,028 sh	128,028	$26.3M	0.19%	-3.6%
95	BARCLAYS PLC#95 · 126,096 sh	126,096	$25.9M	<0.01%	+83.2%
96	CITIGROUP#96 · 123,093 sh	123,093	$25.3M	<0.01%	-32.4%
97	ENVESTNET ASSET MANAGEMENT#97 · 119,338 sh	119,338	$24.5M	<0.01%	-11.7%
98	Quantinno Capital Management#98 · 119,002 sh	119,002	$24.4M	0.03%	+124.2%
99	NATIONAL BANK OF CANADA#99 · 108,580 sh	108,580	$22.3M	0.02%	-9.1%
100	Neuberger Berman Group#100 · 107,387 sh	107,387	$22.0M	0.01%	+19.8%

Funds that sold out of XPO in Q2 2026 (78)

Held XPO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held XPO in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
D1 Capital Partners L.P.1,287,630 sh	1,287,630	$250.5M
Interval Partners128,857 sh	128,857	$25.1M
ALGERT GLOBAL68,823 sh	68,823	$13.4M
THORNBURG INVESTMENT MANAGEMENT62,018 sh	62,018	$12.1M
DAVIDSON KEMPNER CAPITAL MANAGEMENT50,000 sh	50,000	$9.7M
STEADFAST CAPITAL MANAGEMENT41,703 sh	41,703	$8.1M
Aquatic Capital Management34,129 sh	34,129	$6.6M
Verition Fund Management32,087 sh	32,087	$6.2M
J. Goldman29,969 sh	29,969	$5.8M
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS29,352 sh	29,352	$5.7M
Waratah Capital Advisors Ltd.28,046 sh	28,046	$5.5M
Greenstone Partners27,715 sh	27,715	$5.4M
PANAGORA ASSET MANAGEMENT21,092 sh	21,092	$4.1M
4D Advisors20,000 sh	20,000	$3.9M
Catalyst Funds Management Pty Ltd19,597 sh	19,597	$3.8M
Y-Intercept (Hong Kong) Ltd18,300 sh	18,300	$3.6M
LMR Partners LLP16,146 sh	16,146	$3.1M
VIRGINIA RETIREMENT SYSTEMS ET Al15,099 sh	15,099	$2.9M
NEW YORK LIFE INVESTMENT MANAGEMENT14,802 sh	14,802	$2.9M
TEACHER RETIREMENT SYSTEM OF TEXAS12,432 sh	12,432	$2.4M
Sciencast Management7,895 sh	7,895	$1.5M
FORA Capital7,303 sh	7,303	$1.4M
Quadrature Capital Ltd7,019 sh	7,019	$1.4M
Qsemble Capital Management6,395 sh	6,395	$1.2M
Headlands Technologies6,050 sh	6,050	$1.2M
JBF Capital6,000 sh	6,000	$1.2M
Retireful5,736 sh	5,736	$1.1M
Turas Capital Management5,700 sh	5,700	$1.1M
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP4,320 sh	4,320	$919.0K
Centiva Capital4,341 sh	4,341	$844.5K
Farringdon Capital, Ltd.4,265 sh	4,265	$829.8K
CTC Alternative Strategies, Ltd.3,500 sh	3,500	$680.9K
TWINBEECH CAPITAL3,467 sh	3,467	$674.5K
Mariner2,890 sh	2,890	$562.0K
Gallo Partners2,686 sh	2,686	$522.6K
Concentric Capital Strategies2,662 sh	2,662	$517.9K
Laurion Capital Management2,100 sh	2,100	$408.6K
GSA CAPITAL PARTNERS LLP2,081 sh	2,081	$405.0K
Patriot Financial Group Insurance Agency1,574 sh	1,574	$306.2K
Trivium Point Advisory1,534 sh	1,534	$298.4K
TWO SIGMA SECURITIES1,403 sh	1,403	$273.0K
MIRABELLA FINANCIAL SERVICES LLP1,289 sh	1,289	$250.8K
Focus Partners Wealth1,152 sh	1,152	$224.1K
MGO ONE SEVEN1,140 sh	1,140	$221.8K
DRW Securities1,132 sh	1,132	$220.2K
Capital Asset Advisory Services959 sh	959	$219.0K
Quantessence Capital1,111 sh	1,111	$216.1K
Souders Financial Advisors1,093 sh	1,093	$212.6K
Addison Advisors1,075 sh	1,075	$209.1K
nVerses Capital1,049 sh	1,049	$204.1K
Fort Sheridan Advisors1,030 sh	1,030	$200.4K
Golden State Equity Partners689 sh	689	$134.0K
TIAA , NATIONAL ASSOCIATION517 sh	517	$100.6K
Migdal Insurance & Financial Ltd.508 sh	508	$98.8K
Aster Capital Management (DIFC) Ltd833 sh	833	$89.6K
MAI Capital Management367 sh	367	$71.4K
Root Financial Partners362 sh	362	$70.4K
Advisory Services Network319 sh	319	$62.1K
Johnson Financial Group151 sh	151	$29.4K
TWIN PEAKS WEALTH ADVISORS142 sh	142	$27.6K
Western Wealth Management123 sh	123	$23.9K
Bravera Wealth99 sh	99	$19.3K
Legacy Wealth Managment76 sh	76	$14.8K
Ancora Advisors75 sh	75	$14.6K
Arlington51 sh	51	$9.9K
Glen Eagle Advisors35 sh	35	$6.8K
Lloyd Advisory Services20 sh	20	$3.9K
Portus Wealth Advisors20 sh	20	$3.9K
Aspect Partners14 sh	14	$2.7K
Intentional Wealth Strategies11 sh	11	$2.1K
Vermillion Wealth Management8 sh	8	$1.6K
NBC SECURITIES8 sh	8	$1.6K
Whipplewood Advisors6 sh	6	$1.2K
TopTier Wealth Management4 sh	4	$778.00
Crewe Advisors3 sh	3	$584.00
Frazier Financial Advisors2 sh	2	$390.00
CURIO WEALTH1 sh	1	$195.00
Abound Wealth Management1 sh	1	$176.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.