XPO (XPO) Held by Superinvestors
XPO INC (XPO) is currently held by 6 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $548.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Durable Capital Partners is currently the largest disclosed institutional shareholder of XPO tracked by InsiderSet, reporting ownership valued at approximately $497.81M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $444.90M, representing an estimated loss of -10.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed XPO value among the investors covered in this analysis. Major shareholders include Durable Capital Partners, Renaissance Technologies LLC, Longleaf Partners, and several other long-term asset managers with concentrated positions in XPO INC (XPO).
This page ranks the largest institutional XPO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Durable Capital Partners | Henry Ellenbogen | 4.84% | 2,424,919 | $497,811,622 | $444,899,889 | -$52,911,733 | -10.63% |
| Renaissance Technologies LLC | Jim Simons | 0.06% | 229,120 | $47,036,045 | $42,036,646 | -$4,999,399 | -10.63% |
| Longleaf Partners | Mason Hawkins | 0.07% | 6,336 | $1,300,717 | $1,162,466 | -$138,251 | -10.63% |
| Polen Capital Management | David M. Polen | 0.01% | 3,396 | $697,165 | $623,064 | -$74,101 | -10.63% |
| Sequoia Financial Advisors | 0.00% | 3,289 | $675,199 | $603,433 | -$71,766 | -10.63% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.00% | 3,281 | $673,557 | $601,965 | -$71,592 | -10.63% |
Frequently asked questions about XPO
Who are the largest superinvestors holding XPO?
The largest superinvestors holding XPO in the latest SEC Form 13F filings include Durable Capital Partners, Renaissance Technologies LLC, Longleaf Partners, Polen Capital Management, and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported XPO position.
What does the XPO superinvestors page include?
This page tracks XPO positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. XPO INC (XPO) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold XPO?
InsiderSet currently tracks 6 superinvestors reporting XPO holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own XPO.
How much XPO stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $548.19M in XPO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were XPO superinvestor holdings last updated?
The latest XPO superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor XPO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its XPO position after the reporting date.
Are superinvestors buying or selling XPO?
Buying and selling can be analyzed by comparing XPO positions across consecutive 13F reporting periods. InsiderSet's XPO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XPO ownership changes.
How have superinvestor XPO holdings changed over time?
InsiderSet tracks XPO holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.