637 tracked 13F filers disclose a position in XPO as of the latest SEC 13F filings, a combined $16.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.4B | 12.2M | ▲+4.5% Added · +523K sh | Q1 2026 | |
| 2 | MFN Partners Management, LP | $2.0B | 9.9M | ▼−14% Reduced · −1.6M sh | Q2 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $984.5M | 5.1M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $923.4M | 4.7M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $871.8M | 4.2M | ▲+19% Added · +664K sh | Q2 2026 | |
| 6 | FMR LLC | $701.4M | 3.6M | ▲+24% Added · +699K sh | Q1 2026 | |
| 7 | Orbis Allan Gray Ltd | $698.6M | 3.4M | ▼−0.2% Reduced · −6K sh | Q2 2026 | |
| 8 | T. Rowe Price Investment Management, Inc. | Withheld | 2.8M | ▼−5.8% Reduced · −173K sh | Q1 2026 | |
| 9 | Clearbridge Investments, LLC | $539.4M | 2.8M | ▼−6.7% Reduced · −198K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $486.9M | 2.4M | ▲+8.9% Added · +195K sh | Q2 2026 | |
| 11 | NORGES BANK | $204.3M | 1.5M | ▲+12% Added · +166K sh | Q4 2025 | |
| 12 | Hood River Capital Management LLC | $266.4M | 1.3M | ▲+12% Added · +138K sh | Q2 2026 | |
| 13 | Holocene Advisors, LP | $243.1M | 1.2M | ▲+2.8% Added · +34K sh | Q1 2026 | |
| 14 | Findlay Park Partners LLP | $231.3M | 1.2M | ▼−16% Reduced · −226K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $230.8M | 1.2M | ▲+113% Added · +630K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $225.2M | 1.2M | ▲+124% Added · +640K sh | Q1 2026 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $216.1M | 1.1M | ▼−6.7% Reduced · −80K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $199.7M | 1.0M | ▼−14% Reduced · −167K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $190.3M | 978K | ▲+2.7% Added · +26K sh | Q1 2026 | |
| 20 | FIL Ltd | $177.9M | 914K | ▼−33% Reduced · −453K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $177.2M | 911K | ▲+3.3% Added · +29K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $148.2M | 762K | ▲97× Added · +754K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $141.3M | 726K | →First observed position No prior filed position | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $139.4M | 717K | ▲+0.9% Added · +6K sh | Q1 2026 | |
| 25 | GROUPAMA ASSET MANAGMENT | $139.3M | 676K | ▲+3.5% Added · +23K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in XPO and 25 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 392 funds | $282.0B |
| NVIDIA CORPNVDA | 390 funds | $414.3B |
| META PLATFORMS INC-CLASS AMETA | 389 funds | $120.4B |
| AMAZON.COM INCAMZN | 388 funds | $211.5B |
| ALPHABET INC-CL AGOOGL | 381 funds | $178.8B |
| APPLE INCAAPL | 379 funds | $308.1B |
| ELI LILLY & COLLY | 378 funds | $89.2B |
| BROADCOM INCAVGO | 377 funds | $162.0B |
| JPMORGAN CHASE & COJPM | 373 funds | $71.2B |
| ALPHABET INC-CL CGOOG | 372 funds | $132.0B |
| MICRON TECHNOLOGY INCMU | 366 funds | $55.0B |
| VISA INC-CLASS A SHARESV | 364 funds | $68.8B |
Ranked by how many of XPO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 11, 2026 | Brown Christopher Michael | Chief Accounting Officer | Sell (S) | 3K | $508K |
| Aug 11, 2026 | Brown Christopher Michael | Chief Accounting Officer | Sell (S) | 1K | $250K |
| Aug 10, 2026 | Brown Christopher Michael | Chief Accounting Officer | Sell (S) | 1K | $252K |
| May 28, 2026 | Landry Allison | Director | Sell (S) | 2K | $517K |
| Sep 11, 2025 | Landry Allison | Director | Sell (S) | 3K | $439K |
| Mar 13, 2025 | Bates David J. | Chief Operating Officer | Buy (P) | 2K | $200K |
| May 23, 2024 | Landry Allison | Director | Sell (S) | 2K | $196K |
| May 15, 2024 | DeMichele Michael | 10% Owner | Sell (S) | 29K | $3.3M |
| May 15, 2024 | DeMichele Michael | 10% Owner | Sell (S) | 50K | $5.8M |
| May 15, 2024 | DeMichele Michael | 10% Owner | Sell (S) | 1.2M | $132.2M |
| Nov 6, 2023 | FRYE J WES | Director | Buy (P) | 2K | $120K |
| Jun 16, 2023 | Landry Allison | Director | Sell (S) | 2K | $85K |
| Class | 13F holders | Value held |
|---|---|---|
| XPOthis pagecs | 637 funds | $16.7B |
| 983793950PUT | 1 funds | $25.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for XPO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XPO/capital-change-brief"
Use Arkolith's capital_change_brief for XPO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XPO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.