Who owns XPO Logistics (XPO)
Which tracked institutional funds hold XPO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XPO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
250 tracked funds added or opened XPO while 132 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
XPO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes XPO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XPO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 699 tracked filers holding XPO, 405 increased or opened the position and 325 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in XPO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 84
- Cable Car Capital, LP$51M
- Sumitomo Mitsui Trust Group, Inc.$45M
- Freestone Grove Partners LP$43M
- National Pension Service$38M
- Nearwater Capital Markets, Ltd$31M
- Cartenna Capital, LP$29M
Full exits 71
- T. Rowe Price Investment Management, Inc.$542M
- BESSEMER GROUP INC$471M
- D1 Capital Partners L.P.$251M
- LORD, ABBETT & CO. LLC$60M
- Border to Coast Pensions Partnership Ltd$36M
- Interval Partners, LP$25M
Largest adds
- BlackRock, Inc.$804M
- GOLDMAN SACHS GROUP INC$222M
- FMR LLC$198M
- STATE STREET CORP$175M
- NORGES BANK$166M
- TWO SIGMA INVESTMENTS, LP$139M
Largest trims
- Invesco Ltd.$306M
- MFN Partners Management, LP$197M
- Capital International Investors$180M
- Capital Research Global Investors$167M
- Cercano Management LLC$141M
- MILLENNIUM MANAGEMENT LLC$87M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 14,541,751 | $3.0B | 13.6% | 2026-Q2 |
| MFN Partners Management, LP trimmed | 9,869,691 | $2.0B | 9.2% | 2026-Q2 |
| Capital Research Global Investors trimmed | 8,271,824 | $1.7B | 7.7% | 2026-Q2 |
| Capital World Investors added | 5,834,627 | $1.2B | 5.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,110,681 | $1.0B | 4.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,824,387 | $990M | 4.5% | 2026-Q2 |
| FMR LLC added | 4,332,153 | $889M | 4.0% | 2026-Q2 |
| STATE STREET CORP added | 4,246,740 | $872M | 4.0% | 2026-Q2 |
| Orbis Allan Gray Ltd trimmed | 3,402,819 | $699M | 3.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 3,035,930 | $623M | 2.8% | 2026-Q2 |
| Durable Capital Partners LP trimmed | 2,424,919 | $498M | 2.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,378,074 | $487M | 2.2% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 2,371,002 | $487M | 2.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,203,369 | $452M | 2.1% | 2026-Q2 |
| NORGES BANK added | 1,564,973 | $321M | 1.5% | 2026-Q2 |
| Hood River Capital Management LLC added | 1,297,453 | $266M | 1.2% | 2026-Q2 |
| Findlay Park Partners LLP trimmed | 1,150,100 | $236M | 1.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,129,603 | $232M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,112,882 | $228M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,069,773 | $220M | 1.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,019,999 | $209M | 1.0% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 904,678 | $186M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 902,824 | $185M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 856,209 | $176M | 0.8% | 2026-Q2 |
| FIL Ltd trimmed | 782,652 | $161M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 753,288 | $155M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 739,431 | $152M | 0.7% | 2026-Q2 |
| GROUPAMA ASSET MANAGMENT added | 676,282 | $139M | 0.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 665,458 | $129M | 0.6% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 629,011 | $129M | 0.6% | 2026-Q2 |
| AGF MANAGEMENT LTD added | 618,651 | $127M | 0.6% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ | 568,334 | $117M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 538,728 | $111M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 538,066 | $110M | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 534,278 | $110M | 0.5% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 499,601 | $103M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 493,466 | $101M | 0.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 489,273 | $101M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 453,447 | $93M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 448,750 | $92M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 443,743 | $93M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 430,835 | $88M | 0.4% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 426,782 | $93M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 398,747 | $82M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 388,548 | $80M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 385,684 | $79M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 379,233 | $78M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 366,149 | $75M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 359,996 | $74M | 0.3% | 2026-Q2 |
| Maple Rock Capital Partners Inc. added | 352,702 | $72M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 352,108 | $72M | 0.3% | 2026-Q2 |
| One Madison Group LLC added | 350,100 | $72M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 347,655 | $71M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 341,040 | $70M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 322,800 | $66M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 296,850 | $61M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 292,452 | $60M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 282,925 | $58M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 276,492 | $57M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 274,064 | $56M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 265,303 | $54M | 0.2% | 2026-Q2 |
| Polar Capital Holdings Plc trimmed | 264,787 | $54M | 0.2% | 2026-Q2 |
| FISHMAN JAY A LTD/MI trimmed | 255,150 | $52M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 229,120 | $47M | 0.2% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 224,878 | $46M | 0.2% | 2026-Q2 |
| Douglas Lane & Associates, LLC trimmed | 220,150 | $45M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 220,145 | $45M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. new | 218,158 | $45M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 212,912 | $44M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 209,322 | $43M | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 208,183 | $43M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 193,567 | $40M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 190,428 | $39M | 0.2% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 187,045 | $38M | 0.2% | 2026-Q2 |
| National Pension Service new | 183,619 | $38M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 182,879 | $38M | 0.2% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 180,899 | $37M | 0.2% | 2026-Q2 |
| TD Asset Management Inc trimmed | 168,101 | $35M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 166,516 | $34M | 0.2% | 2026-Q2 |
| Driehaus Capital Management LLC added | 158,226 | $32M | 0.1% | 2026-Q2 |
| Nearwater Capital Markets, Ltd new | 150,000 | $31M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 148,755 | $31M | 0.1% | 2026-Q2 |
| HAWK RIDGE CAPITAL MANAGEMENT LP added | 146,068 | $30M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 144,247 | $30M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 142,900 | $29M | 0.1% | 2026-Q2 |
| Cartenna Capital, LP added | 140,000 | $29M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 132,595 | $27M | 0.1% | 2026-Q2 |
| Arnhold LLC | 131,100 | $27M | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 128,028 | $26M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 126,096 | $26M | 0.1% | 2026-Q2 |
| Cable Car Capital, LP new | 125,000 | $26M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 123,093 | $25M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 119,338 | $24M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 119,002 | $24M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 108,580 | $22M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 107,387 | $22M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 104,138 | $21M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 101,861 | $21M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 101,375 | $21M | 0.1% | 2026-Q2 |
| Slate Path Capital LP | 100,600 | $21M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.