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.
| # | 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 | $2.2B | 11.4M | —Held | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $984.5M | 5.1M | ▲New +5.1M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $923.4M | 4.7M | ▲New +4.7M sh | Q1 2026 | |
| 5 | FMR LLC | $701.4M | 3.6M | ▲+24% Added · +699K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $697.1M | 3.6M | ▲+2.1% Added · +73K sh | Q1 2026 | |
| 7 | Orbis Allan Gray Ltd | $663.2M | 3.4M | ▼−6.7% Reduced · −243K sh | Q1 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 | $424.8M | 2.2M | ▲+3.1% Added · +65K sh | Q1 2026 | |
| 11 | NORGES BANK | $204.3M | 1.5M | ▲+12% Added · +166K sh | Q4 2025 | |
| 12 | D1 Capital Partners L.P. | $250.5M | 1.3M | ▼−37% Reduced · −747K sh | Q1 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 | Hood River Capital Management LLC | $225.6M | 1.2M | ▲+0.9% Added · +11K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $225.2M | 1.2M | ▲+124% Added · +640K sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $216.1M | 1.1M | ▼−6.7% Reduced · −80K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $199.7M | 1.0M | ▼−14% Reduced · −167K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $190.3M | 978K | ▲+2.7% Added · +26K sh | Q1 2026 | |
| 21 | FIL Ltd | $177.9M | 914K | ▼−33% Reduced · −453K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $177.2M | 911K | ▲+3.3% Added · +29K sh | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $148.2M | 762K | ▲97× Added · +754K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $141.3M | 726K | ▲New +726K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $139.4M | 717K | ▲+0.9% Added · +6K sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 28, 2026 | Landry Allison | Director | Sell (S) | 2K | $517K |
| Mar 15, 2026 | Harik Mario A | Chief Executive Officer, Director | Tax withholding (F) | 12K | $2.2M |
| Mar 15, 2026 | Harik Mario A | Chief Executive Officer, Director | Option exercise (M) | 25K | $0 |
| Mar 15, 2026 | Harik Mario A | Chief Executive Officer, Director | Option exercise (M) | 14K | $0 |
| Mar 15, 2026 | Harik Mario A | Chief Executive Officer, Director | Option exercise (M) | 5K | $0 |
| Mar 15, 2026 | Harik Mario A | Chief Executive Officer, Director | Option exercise (M) | 6K | $0 |
| Mar 15, 2026 | Wismans Kyle | Chief Financial Officer | Tax withholding (F) | 5K | $908K |
| Mar 15, 2026 | Wismans Kyle | Chief Financial Officer | Option exercise (M) | 10K | $0 |
| Mar 15, 2026 | Wismans Kyle | Chief Financial Officer | Option exercise (M) | 4K | $0 |
| Mar 15, 2026 | Wismans Kyle | Chief Financial Officer | Option exercise (M) | 3K | $0 |
| Mar 15, 2026 | Wismans Kyle | Chief Financial Officer | Option exercise (M) | 3K | $0 |
| Mar 15, 2026 | Bates David J. | Chief Operating Officer | Option exercise (M) | 7K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 217 funds | $227.6B |
| NVIDIA CORPNVDA | 213 funds | $324.6B |
| AMAZON.COM INCAMZN | 213 funds | $172.4B |
| META PLATFORMS INC-CLASS AMETA | 211 funds | $97.8B |
| ELI LILLY & COLLY | 211 funds | $69.0B |
| VISA INC-CLASS A SHARESV | 211 funds | $51.5B |
| APPLE INCAAPL | 210 funds | $237.8B |
| ALPHABET INC-CL AGOOGL | 210 funds | $142.3B |
| BROADCOM INCAVGO | 209 funds | $125.6B |
| MASTERCARD INC - AMA | 206 funds | $44.9B |
| ALPHABET INC-CL CGOOG | 204 funds | $103.0B |
| MICRON TECHNOLOGY INCMU | 204 funds | $38.3B |
Ranked by how many of XPO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.