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XPOIndustrialsCommon Stock

XPO, Inc

Held by 13 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 983793100 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 13 of the investors we track own this stock. In the latest quarter, 6 of them bought more of it and 5 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
13
+1 vs last quarter (like-for-like)
Total value held
$1.35B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.4%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$95.07K
-0.0% vs last quarter
Net shares bought
-277.5K
Est. net flow -$56.98M
Quarter activity
6 bought · 5 sold
1 new · 0 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns XPO?

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Who owns XPO? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Henry Ellenbogen Durable Capital Partners 2.42M $497.81M 4.8% Reduced -511.0K -17.4% -$104.91M
2 Norges Bank Norges Bank Investment Management 1.56M $321.27M 0.0% — — — —
3 Ken Griffin Citadel Advisors 1.11M $228.46M 0.1% Reduced -44.8K -3.9% -$9.20M
4 Two Sigma Two Sigma Investments 856.21K $175.77M 0.1% Added +667.6K +353.9% +$137.05M
5 Israel Englander Millennium Management 296.85K $60.94M 0.0% Reduced -465.1K -61.0% -$95.48M
6 Jim Simons Renaissance Technologies 229.12K $47.04M 0.1% Added +50.4K +28.2% +$10.35M
7 Mawer Mawer Investment Management 47.20K $9.69M 0.1% Added +14.2K +43.0% +$2.91M
8 Ray Dalio Bridgewater Associates 26.15K $5.37M 0.0% Added +961 +3.8% +$197.28K
9 Fred Alger Fred Alger Management 10.40K $2.14M 0.0% Added +7.6K +277.2% +$1.57M
10 Mason Hawkins Southeastern Asset Management (Longleaf) 6.34K $1.30M 0.1% Held 0 0.0% $0
11 Polen Capital Polen Capital Management 3.40K $697.16K 0.0% New +3.4K — +$697.16K
12 Matthew McLennan First Eagle Investment Management 3.28K $673.56K 0.0% Reduced -424 -11.4% -$87.04K
13 David Shaw D.E. Shaw & Co. 1.87K $383.48K 0.0% Reduced -332 -15.1% -$68.16K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in XPO

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.