XPO, Inc.: which funds bought and sold
Institutions that bought and sold XPO shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 421 institutions that filed 13F reports for both quarters added to or opened positions in XPO, and 288 cut or closed them. Together they added a net 1.0M shares, +0.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5.0M shares (−8.5%); index fund managers were net buyers of 3.5M shares (+11.4%). 149 opened a new position and 77 sold out entirely.
Bought, Q2 2026 421 institutions, 149 of them new holders Sold, Q2 2026 288 institutions, 77 of them sold out
Net change, all compared +1.0M shares (+0.9%)
Net change, active managers −5.0M shares (−8.5%), 50 bought, 41 sold
Buyers versus sellers
421 bought 104 288 sold
Active managers and hedge funds 50 bought · 41 sold · −5.0M
Index fund managers 11 bought · 1 sold · +3.5M
Other institutions 360 bought · 246 sold · +2.5M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +2.4M +19.5% | 14.5M | $3B |
| Goldman Sachs Group Inc | +1.0M +85.7% | 2.2M | $452M |
| FMR LLC Active manager | +727K +20.2% | 4.3M | $889M |
| Two Sigma Investments, LP Hedge fund | +668K +353.9% | 856K | $176M |
| State Street Corp Index funds | +664K +18.5% | 4.2M | $872M |
| AGF Management Ltd | +612K +9566.4% | 619K | $127M |
| Alliancebernstein L.P. Active manager | +290K +77.4% | 665K | $129M |
| Los Angeles Capital Management LLC Active manager | +274K +55043.7% | 274K | $56.3M |
| Deutsche Bank Ag\ | +264K +2083.3% | 276K | $56.8M |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | +240K +80.7% | 538K | $110M |
| Voloridge Investment Management, LLC Hedge fund | +238K +186.2% | 366K | $75.2M |
| Nuveen, LLC | +223K +96.5% | 453K | $93.1M |
| Sumitomo Mitsui Trust Group, Inc. | +218K New position | 218K | $44.8M |
| Price T Rowe Associates Inc Active manager | +209K +117.8% | 386K | $79.2M |
| Freestone Grove Partners LP Hedge fund | +208K New position | 208K | $42.7M |
| Geode Capital Management, LLC Index funds | +195K +8.9% | 2.4M | $487M |
| Legal & General Group PLC | +186K +111.4% | 352K | $72.3M |
| National Pension Service | +184K New position | 184K | $37.7M |
| American Century Companies Inc Active manager | +166K +45.1% | 534K | $110M |
| Nearwater Capital Markets, Ltd | +150K New position | 150K | $30.8M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +727K +20.2% | 4.3M | $889M |
| Two Sigma Investments, LP Hedge fund | +668K +353.9% | 856K | $176M |
| Alliancebernstein L.P. Active manager | +290K +77.4% | 665K | $129M |
| Los Angeles Capital Management LLC Active manager | +274K +55043.7% | 274K | $56.3M |
| Voloridge Investment Management, LLC Hedge fund | +238K +186.2% | 366K | $75.2M |
| Price T Rowe Associates Inc Active manager | +209K +117.8% | 386K | $79.2M |
| Freestone Grove Partners LP Hedge fund | +208K New position | 208K | $42.7M |
| American Century Companies Inc Active manager | +166K +45.1% | 534K | $110M |
| Marshall Wace, LLP Hedge fund | +134K +1341.0% | 144K | $29.6M |
| Cable Car Capital, LP Hedge fund | +125K New position | 125K | $25.7M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Invesco Ltd. | −1.8M −37.2% | 3.0M | $623M |
| Mfn Partners Management, LP Hedge fund | −1.6M −13.6% | 9.9M | $2B |
| Capital Research Global Investors Active manager | −1.3M −13.7% | 8.3M | $1.7B |
| D1 Capital Partners L.P. Hedge fund | −1.3M Sold out | 0 | — |
| Capital International Investors Active manager | −925K −99.9% | 1,157 | $238,429 |
| Cercano Management LLC | −727K −96.2% | 29K | $6M |
| T. Rowe Price Investment Management, Inc. Active manager | −590K −21.2% | 2.2M | $451M |
| Durable Capital Partners LP Hedge fund | −511K −17.4% | 2.4M | $498M |
| Bessemer Group Inc | −482K −19.9% | 1.9M | $398M |
| Millennium Management LLC Hedge fund | −465K −61.0% | 297K | $60.9M |
| Clearbridge Investments, LLC Active manager | −402K −14.5% | 2.4M | $487M |
| Holocene Advisors, LP Hedge fund | −345K −27.6% | 905K | $186M |
| UBS Group AG | −153K −29.9% | 360K | $73.9M |
| Frontier Capital Management Co LLC Active manager | −152K −23.4% | 500K | $103M |
| Wellington Management Group LLP Active manager | −137K −39.2% | 213K | $43.7M |
| Fil Ltd Active manager | −132K −14.4% | 783K | $161M |
| Interval Partners, LP Hedge fund | −129K Sold out | 0 | — |
| Westwood Holdings Group Inc Active manager | −123K −99.0% | 1,229 | $252,301 |
| Qube Research & Technologies Ltd Hedge fund | −110K −24.0% | 348K | $71.4M |
| Walleye Capital LLC Hedge fund | −71K −97.1% | 2,110 | $433,162 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Mfn Partners Management, LP Hedge fund | −1.6M −13.6% | 9.9M | $2B |
| Capital Research Global Investors Active manager | −1.3M −13.7% | 8.3M | $1.7B |
| D1 Capital Partners L.P. Hedge fund | −1.3M Sold out | 0 | — |
| Capital International Investors Active manager | −925K −99.9% | 1,157 | $238,429 |
| T. Rowe Price Investment Management, Inc. Active manager | −590K −21.2% | 2.2M | $451M |
| Durable Capital Partners LP Hedge fund | −511K −17.4% | 2.4M | $498M |
| Millennium Management LLC Hedge fund | −465K −61.0% | 297K | $60.9M |
| Clearbridge Investments, LLC Active manager | −402K −14.5% | 2.4M | $487M |
| Holocene Advisors, LP Hedge fund | −345K −27.6% | 905K | $186M |
| Frontier Capital Management Co LLC Active manager | −152K −23.4% | 500K | $103M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | 218K | $44.8M |
| Freestone Grove Partners LPHedge fund | 208K | $42.7M |
| National Pension Service | 184K | $37.7M |
| Nearwater Capital Markets, Ltd | 150K | $30.8M |
| Cartenna Capital, LP | 140K | $28.7M |
| Cable Car Capital, LPHedge fund | 125K | $25.7M |
| Tritonpoint Partners, LLC | 93K | $19.1M |
| Longaeva Partners L.P. | 85K | $17.3M |
| Korea Investment Corp | 84K | $17.3M |
| Capital Fund Management S.A.Hedge fund | 80K | $16.5M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| D1 Capital Partners L.P.Hedge fund | 1.3M | $251M |
| Interval Partners, LPHedge fund | 129K | $25.1M |
| Algert Global LLCHedge fund | 69K | $13.4M |
| Thornburg Investment Management IncActive manager | 62K | $12.1M |
| Steadfast Capital Management LPHedge fund | 42K | $8.1M |
| Aquatic Capital Management LLC | 34K | $6.6M |
| Verition Fund Management LLCHedge fund | 32K | $6.2M |
| J. Goldman & Co LPHedge fund | 30K | $5.8M |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 29K | $5.7M |
| Waratah Capital Advisors Ltd. | 28K | $5.5M |
Who holds the shares
- Institutions reporting
- 747
- Ten largest holders
- 53.4% of 13F-reported shares
- Index fund managers
- 28.8% of 13F-reported shares
- Active managers and hedge funds
- 44.7% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 50 | 41 | 11 | 12 | −5.0M | −8.5% |
| Index fund managers | 11 | 1 | 0 | 0 | +3.5M | +11.4% |
| Other institutions | 360 | 246 | 138 | 65 | +2.5M | +8.9% |