XPO, Inc. (XPO)
TRANSPORTATION SERVICES
XPO, Inc. (XPO) is listed on the New York Stock Exchange, where it has traded since July 26, 2002.
- Listed On
- the New York Stock Exchange
- Listed Since
- July 26, 2002
- Employees
- 38,000
- Market Cap
- $21.5B
About XPO, Inc.
Following the spinoff of its contract logistics division (GXO) in 2021 and freight brokerage operations (RXO) in 2022, XPO is moving closer to becoming a pure-play asset-based less-than-truckload carrier. We estimate LTL shipping makes up 60% of total revenue, with XPO's European truckload and LTL operations making up 40%. However, XPO's LTL segment EBITDA mix is much higher than 60%. We believe XPO intends to divest its European trucking division once it finds the right buyer.
Institutional ownership
In 13F filings for the quarter ended September 30, 2026, 24 institutions reported holding XPO, with 452,762 shares worth $79.7 million in aggregate. The largest reported holder was Douglas Lane & Associates, with 208,920 shares worth $36.8 million. Of the 5 largest holders listed below, 2 added shares, 2 reduced their positions and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Douglas Lane & Associates | 208,920 | $37M | Reduced 5.1% |
| Border to Coast Pensions Partnership | 171,840 | $30M | Added 10.15% |
| Mn Services Vermogensbeheer B.V | 33,300 | $6M | Unchanged |
| Argent Capital Management | 13,085 | $2M | Reduced 6.16% |
| Quintet Private Bank (Europe) | 9,400 | $2M | Added 100% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is XPO?
XPO, Inc. (XPO) is listed on the New York Stock Exchange, where it has traded since July 26, 2002.
Who are the largest institutional holders of XPO?
In 13F filings for the quarter ended September 30, 2026, the largest reported holders of XPO were Douglas Lane & Associates, Border to Coast Pensions Partnership and Mn Services Vermogensbeheer B.V.
How many institutions own XPO?
24 institutions reported a position in XPO for the quarter ended September 30, 2026, worth $79.7 million in total.
Did institutions buy or sell XPO last quarter?
Of the 5 largest reported holders, 2 added shares, 2 reduced their positions and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for XPO.
Every reported institutional holder, plus insider and congressional trades in XPO, on SentiSense.