$XPO

$182.32 -$0.89 (0.49%) Close

$XPO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 117.1M shares outstanding

Who owns XPO?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 54.2%

BlackRock, Inc. 12.4% · MFN Partners Management, LP 8.4%

Institutional ownership

100.0%

+0.7 pts vs last qtr

Institutional holders

749

+73 vs last qtr

Net shares bought

+2.6M

by institutions in Q2 2026

New / sold out

162 / 89

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +2.4M
Norges Bank NEW +1.6M

Biggest sellers in Q2 2026

Invesco Ltd. −1.8M
MFN Partners Management, LP −1.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.49M

3 notices from 3 people

Shares covered

13.2K

0.01% of the company

Arranged in advance

79%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

David Bates Officer 10b5-1 $1.43M
Kyle M Wismans Officer 10b5-1 $547K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−3.3%

−0.37% a year

Each share's claim on the business

+3.4%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$2.12B vs $626M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years64% 3–5 years17% 1–3 years10% Under 1 year9%

Quarterly turnover

12.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting XPO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	14.5M	12.42%	+2.4M (+19.5%)	≤2021	0.0%
Shares held by quarter Peak holding14.5M (Q2'26) Change over 8 quarters+3.7M Share of the company12.420% BlackRock, Inc.'s full portfolio →
MP MFN Partners Management, LP	9.9M	8.43%	−1.6M (−13.6%)	≤2021	41.9%
Shares held by quarter Peak holding11.4M (Q3'24) Change over 8 quarters−1.6M Share of the company8.430% MFN Partners Management, LP's full portfolio →

BlackRock, Inc.

14.5M

% of company

12.42%

Change vs last qtr

+2.4M (+19.5%)

Held since

≤2021

MFN Partners Management, LP

9.9M

% of company

8.43%

Change vs last qtr

−1.6M (−13.6%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding XPO, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting XPO on Form N-PORT; together they hold 46.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AF AMCAP Fund AMCAP Fund	$927M	4.3M	3.70%	0.95%	May 31, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$825M	4.0M	3.43%	0.66%	June 30, 2026

AMCAP Fund

Position value

$927M

% of company

3.70%

% of the fund

0.95%

As of

May 31, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$825M

% of company

3.43%

% of the fund

0.66%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding XPO, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BS Bradley S Jacobs Insider	2.6M	2.24%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.240% Bradley S Jacobs's insider activity →
HM Harik Mario A Insider	681.4K	0.58%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.580% Harik Mario A's insider activity →

Bradley S Jacobs

Insider

2.6M

% of company

2.24%

Change vs last qtr

—

Held since

—

Harik Mario A

Insider

681.4K

% of company

0.58%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of XPO, Inc..

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