Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in XPO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.2M | $2.37B | +4.5% | 10.363% | 0.04% |
| 2 | MFN Partners Management, LP | 11.4M | $2.22B | 0.0% | 9.731% | 46.55% |
| 3 | Capital Research Global Investors | 9.6M | $1.87B | -14.1% | 8.167% | 0.29% |
| 4 | Capital World Investors | 5.8M | $1.12B | -44.8% | 4.921% | 0.15% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5.1M | $984.5M | — | 4.310% | 0.02% |
| 6 | Invesco Ltd. | 4.8M | $940.0M | -22.5% | 4.115% | 0.14% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.7M | $923.4M | — | 4.043% | 0.05% |
| 8 | FMR LLC | 3.6M | $701.4M | +24.0% | 3.071% | 0.04% |
| 9 | STATE STREET CORP | 3.6M | $697.1M | +2.1% | 3.052% | 0.02% |
| 10 | Orbis Allan Gray Ltd | 3.4M | $663.2M | -6.7% | 2.904% | 2.80% |
| 11 | Durable Capital Partners LP | 2.9M | $571.2M | -25.7% | 2.501% | 5.88% |
| 12 | Clearbridge Investments, LLC | 2.8M | $539.4M | -6.7% | 2.361% | 0.47% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $424.8M | +3.1% | 1.859% | 0.03% |
| 14 | CITADEL ADVISORS LLC | 1.3M | $261.8M | — | 1.146% | 0.12% |
| 15 | D1 Capital Partners L.P. | 1.3M | $250.5M | -36.7% | 1.097% | 2.23% |
| 16 | Holocene Advisors, LP | 1.2M | $243.1M | -28.0% | 1.064% | 0.59% |
| 17 | Findlay Park Partners LLP | 1.2M | $231.3M | -16.0% | 1.013% | 3.22% |
| 18 | GOLDMAN SACHS GROUP INC | 1.2M | $230.8M | +114.1% | 1.010% | 0.03% |
| 19 | Hood River Capital Management LLC | 1.2M | $225.6M | +0.9% | 0.988% | 2.26% |
| 20 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $216.1M | -6.7% | 0.946% | 0.04% |
| 21 | MORGAN STANLEY | 1.0M | $199.7M | -14.0% | 0.874% | 0.01% |
| 22 | NORTHERN TRUST CORP | 978K | $190.3M | +2.7% | 0.833% | 0.03% |
| 23 | Capital International Investors | 926K | $180.1M | — | 0.788% | 0.04% |
| 24 | FIL Ltd | 914K | $177.9M | -33.1% | 0.779% | 0.14% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 911K | $177.2M | +3.3% | 0.776% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in XPO — a direct measure of their conviction.
Filings activity in XPO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 659 | +15% | 78.59% | +17.15 pp | $21.07B | +28% |
| Q4 2025 | 575 | +8.9% | 61.44% | +3.34 pp | $16.47B | +5.8% |
| Q3 2025 | 528 | 1.5% | 58.10% | +1.36 pp | $15.58B | +2.4% |
| Q2 2025 | 536 | +4.9% | 56.74% | +8.98 pp | $15.21B | +19% |
| Q1 2025 | 511 | 2.9% | 47.76% | 8.24 pp | $12.80B | 15% |
| Q4 2024 | 526 | +3.1% | 56.00% | +10.58 pp | $15.01B | +23% |
| Q3 2024 | 510 | +2.4% | 45.42% | 3.42 pp | $12.18B | 7.0% |
| Q2 2024 | 498 | — | 48.84% | — | $13.09B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying XPO stock.
Based on Q1 2026 13F filings, institutional ownership of XPO Logistics, Inc. stands at 78.6%, held across 659 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of XPO, with approximately 12,167,246 shares worth $2.37B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of XPO, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for XPO is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
142 institutions opened new positions in XPO during Q1 2026, while 58 fully exited. 452 added to existing positions and 64 trimmed.
XPO institutional ownership rose by 17.15 percentage points quarter-over-quarter, with a net change of +84 holders.
The top 10 institutions account for 59.3% of all reported 13F value in XPO, and the top 25 account for 78.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
XPO Logistics, Inc. (XPO) Institutional Ownership