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Security record · archived quarter

XPO

XPO Logistics, Inc. · Industrials · Trucking

193.47 +0.8% mkt cap $22.65B quote delayed (FMP) · as of Aug 26 15:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
145Tracked holders
+15Δ holders
78.29MShares held
$16.07BReported value
+19New positions
−4Exits
Strongly Rising Conviction score 53/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.5% · share flow +5.1% · net new positions +10.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 145 +15 78.29M $16.07B +19 −4
Q1 2026 133 +4 73.13M $14.20B +9 −6
Q4 2025 128 +3 83.67M $11.37B +4
Q3 2025 17 -3 45.70M $5.91B −4
Q2 2025 18 +2 43.82M $5.53B +2
Q1 2025 13 0 18.37M $1.98B +1 −1
Q4 2024 13 -2 17.31M $2.27B −2
Q3 2024 14 +2 11.12M $1.20B +2
Q2 2024 12 11.99M $1.27B
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
15 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
16 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
17 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
18 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
19 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
20 BlackRock (passive) 14.54M +19.5% $2.99B 0.0% ▲ Add 5 SEC ↗
21 Capital Research Global Investors 8.27M -13.7% $1.70B 0.2% ▼ Trim 3 SEC ↗
22 Capital World Investors 5.83M +1.0% $1.20B 0.1% ▲ Add 9 SEC ↗
23 Vanguard Capital Management Llc 5.11M +1.0% $1.05B 0.0% ▲ Add 2 SEC ↗
24 Fidelity (FMR) 4.33M +20.2% $889.35M 0.0% ▲ Add 5 SEC ↗
25 Fidelity (FMR) 4.33M +20.2% $889.35M 0.0% ▲ Add 5 SEC ↗
26 Fidelity (FMR) 4.33M +20.2% $889.35M 0.0% ▲ Add 5 SEC ↗
27 Fidelity (FMR) 4.33M +20.2% $889.35M 0.0% ▲ Add 5 SEC ↗
28 Fidelity (FMR) 4.33M +20.2% $889.35M 0.0% ▲ Add 5 SEC ↗
29 Fidelity (FMR) 4.33M +20.2% $889.35M 0.0% ▲ Add 5 SEC ↗
30 State Street Global Advisors (passive) 4.25M +18.5% $871.81M 0.0% ▲ Add 7 SEC ↗
31 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
32 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
33 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
34 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
35 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
36 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
37 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
38 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
39 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
40 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
41 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
42 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
43 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
44 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
45 Invesco Ltd. 3.04M -37.2% $623.25M 0.0% ▼ Trim 3 SEC ↗
46 Geode Capital Management (passive) 2.38M +8.9% $486.95M 0.0% ▲ Add 9 SEC ↗
47 Geode Capital Management (passive) 2.38M +8.9% $486.95M 0.0% ▲ Add 9 SEC ↗
48 Clearbridge Investments, LLC 2.37M -14.5% $486.74M 0.4% ▼ Trim 3 SEC ↗
49 Goldman Sachs Group 2.20M +85.7% $452.33M 0.0% ▲ Add 4 SEC ↗
50 Goldman Sachs Group 2.20M +85.7% $452.33M 0.0% ▲ Add 4 SEC ↗
51 Goldman Sachs Group 2.20M +85.7% $452.33M 0.0% ▲ Add 4 SEC ↗
52 Goldman Sachs Group 2.20M +85.7% $452.33M 0.0% ▲ Add 4 SEC ↗
53 Goldman Sachs Group 2.20M +85.7% $452.33M 0.0% ▲ Add 4 SEC ↗
54 Goldman Sachs Group 2.20M +85.7% $452.33M 0.0% ▲ Add 4 SEC ↗
55 Norges Bank (passive) 1.56M New $321.27M 0.0% New 1 SEC ↗
56 Dimensional Fund Advisors Lp 1.13M +1.7% $231.91M 0.0% ▲ Add 3 SEC ↗
57 Dimensional Fund Advisors Lp 1.13M +1.7% $231.91M 0.0% ▲ Add 3 SEC ↗
58 Dimensional Fund Advisors Lp 1.13M +1.7% $231.91M 0.0% ▲ Add 3 SEC ↗
59 Dimensional Fund Advisors Lp 1.13M +1.7% $231.91M 0.0% ▲ Add 3 SEC ↗
60 Dimensional Fund Advisors Lp 1.13M +1.7% $231.91M 0.0% ▲ Add 3 SEC ↗
61 Citadel Advisors 1.11M -3.9% $228.46M 0.1% ▼ Trim 9 SEC ↗
62 Citadel Advisors 1.11M -3.9% $228.46M 0.1% ▼ Trim 9 SEC ↗
63 Northern Trust Corp 1.07M +9.4% $219.61M 0.0% ▲ Add 3 SEC ↗
64 Northern Trust Corp 1.07M +9.4% $219.61M 0.0% ▲ Add 3 SEC ↗
65 Northern Trust Corp 1.07M +9.4% $219.61M 0.0% ▲ Add 3 SEC ↗
66 Northern Trust Corp 1.07M +9.4% $219.61M 0.0% ▲ Add 3 SEC ↗
67 Northern Trust Corp 1.07M +9.4% $219.61M 0.0% ▲ Add 3 SEC ↗
68 Northern Trust Corp 1.07M +9.4% $219.61M 0.0% ▲ Add 3 SEC ↗
69 Northern Trust Corp 1.07M +9.4% $219.61M 0.0% ▲ Add 3 SEC ↗
70 Northern Trust Corp 1.07M +9.4% $219.61M 0.0% ▲ Add 3 SEC ↗
71 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
72 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
73 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
74 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
75 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
76 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
77 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
78 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
79 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
80 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
81 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
82 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
83 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
84 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
85 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
86 Morgan Stanley 1.02M -0.6% $209.40M 0.0% ▼ Trim 4 SEC ↗
87 Holocene Advisors, LP 904.68K -27.6% $185.72M 0.4% ▼ Trim 3 SEC ↗
88 Charles Schwab Investment… 902.82K -0.9% $185.34M 0.0% ▼ Trim 3 SEC ↗
89 Charles Schwab Investment… 902.82K -0.9% $185.34M 0.0% ▼ Trim 3 SEC ↗
90 Two Sigma Investments 856.21K +353.9% $175.77M 0.1% ▲ Add 9 SEC ↗
91 FIL Ltd 782.65K -14.4% $160.67M 0.1% ▼ Trim 3 SEC ↗
92 FIL Ltd 782.65K -14.4% $160.67M 0.1% ▼ Trim 3 SEC ↗
93 Bank of New York Mellon Corp 739.43K +3.2% $151.80M 0.0% ▲ Add 3 SEC ↗
94 Bank of New York Mellon Corp 739.43K +3.2% $151.80M 0.0% ▲ Add 3 SEC ↗
95 Bank of New York Mellon Corp 739.43K +3.2% $151.80M 0.0% ▲ Add 3 SEC ↗
96 Bank of New York Mellon Corp 739.43K +3.2% $151.80M 0.0% ▲ Add 3 SEC ↗
97 Bank of New York Mellon Corp 739.43K +3.2% $151.80M 0.0% ▲ Add 3 SEC ↗
98 Bank of New York Mellon Corp 739.43K +3.2% $151.80M 0.0% ▲ Add 3 SEC ↗
99 Bank of New York Mellon Corp 739.43K +3.2% $151.80M 0.0% ▲ Add 3 SEC ↗
100 Bank of New York Mellon Corp 739.43K +3.2% $151.80M 0.0% ▲ Add 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $321.27M 0.0%

Exited

LMR Partners LLP $3.14M was 0.0%
First Eagle Investment… $720,808 was 0.0%
Mariner, LLC $562,014 was 0.0%
Focus Partners Wealth $224,122 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 7.20K shares, $1,400 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 11 Brown Christopher Michael

Officer · 1.25K sh · $249,762

Aug 11 Brown Christopher Michael

Officer · 2.50K sh · $507,500

Aug 10 Brown Christopher Michael

Officer · 1.25K sh · $251,762

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 12 SC 13G/A — MFN Partners, LP

View original SEC filing ↗

Aug 12 SC 13G/A — Capital Research Global Investors

View original SEC filing ↗

Aug 12 SC 13G — Capital World Investors

View original SEC filing ↗

Jun 04 SC 13G/A — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API