HolderBook

XPO INC (XPO)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

20
Reporting holders
$43.3M
Reported value
0.0%
Calls
0.0%
Puts
-739
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Douglas Lane & Associates, LLC$36.8M208,9200.49%32q-5.1%-$2.0M
ARGENT CAPITAL MANAGEMENT LLC$2.3M13,0850.07%2q-6.2%-$151.2K
Quintet Private Bank (Europe) S.A.$1.7M9,4000.07%16q+100.0%+$827.1K
Wedmont Private Capital$815.5K4,4820.02%8q+93.0%+$393.0K
GAMMA Investing LLC$759.0K4,3130.03%12q-3.4%-$26.9K
Central Pacific Bank - Trust Division$615.0K3,4950.06%3q-5.5%-$36.1K
Farther Finance Advisors, LLC$128.6K7310.00%16q+4.9%+$6.0K
Versant Capital Management, Inc$109.6K6230.01%8q+23.9%+$21.1K
MassMutual Private Wealth & Trust, FSB$54.0K3070.00%24q-11.0%-$6.7K
TOTH FINANCIAL ADVISORY CORP$35.2K2000.00%23qHELD
Border to Coast Pensions Partnership Ltd$30.2K171,8400.42%3q+10.1%+$2.8K
FIRST COMMUNITY TRUST NA$25.7K1460.01%16qHELD
ELEVATION WEALTH PARTNERS, LLC$18.3K1040.01%4q+766.7%+$16.2K
GoalVest Advisory LLC$10.9K620.00%newNEW
Retirement Wealth Solutions LLC$7.2K410.00%8q-2.4%
Mn Services Vermogensbeheer B.V.$5.9K33,3000.04%2qHELD
Olistico Wealth, LLC$5.3K300.00%4qHELD
GK Wealth Management LLC$3.4K190.00%newNEW
Marquette Asset Management, LLC$1.9K110.00%4qHELD
Planning Strategies Inc.$1.8K100.00%2q+25.0%
CoreCap Advisors, LLC$1.2K70.00%9q+250.0%
Davis Capital Management$52830.00%2q+200.0%
WoodTrust Financial Corp$2751,5650.03%5qHELD
CX Institutional$12680.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1213G/AMFN Partners, LPwith 5 co-filers8.4%
2026-08-1213G/ACapital Research Global Investors7.0%
2026-08-1213GCapital World Investors5.0%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-11Brown Christopher MichaelChief Accounting OfficerSold3,750$757.3K ×2
2026-05-28Landry AllisonDirectorSold2,400$517.5K
2026-09-14Bates David J.Chief Operating OfficerSold2,615$469.2K ×4
2026-10-01Bates David J.Chief Operating OfficerSold2,615$465.3K ×4
2026-08-10Brown Christopher MichaelChief Accounting OfficerSold1,250$251.8K
2026-09-14Wismans KyleChief Financial OfficerSold750$133.9K
2026-10-01Wismans KyleChief Financial OfficerSold750$131.6K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202620$43.3M245,9892860.0%
Q2 2026759$26.1B125,475,0011582611991.6%
Q1 2026680$23.1B117,064,1361272121961.4%
Q4 2025597$17.7B125,969,537711851743.4%
Q3 2025550$16.4B124,676,233611741631.7%
Q2 2025553$15.9B124,748,030731691921.1%
Q1 2025536$13.6B123,665,791641791631.3%
Q4 2024554$16.1B119,523,129631631812.7%
Q3 2024534$12.9B117,179,209641571652.5%
Q2 2024520$12.5B112,963,669601651643.9%
Q1 2024535$14.9B115,113,5471081301775.9%
Q4 2023477$10.7B115,725,463671211584.9%
Q3 2023435$9.2B117,509,709501111595.1%
Q2 2023425$7.3B117,084,32289961425.3%
Q1 2023391$3.6B110,644,357481071423.0%
Q4 2022415$4.2B120,649,925491451213.7%
Q3 2022427$5.0B104,534,713431531216.4%
Q2 2022437$5.0B97,888,959671571166.1%
Q1 2022467$7.1B93,583,471581591444.9%
Q4 2021483$7.2B90,295,156551581452.9%
Q3 2021485$7.0B85,229,102471671563.2%
Q2 2021563$12.5B87,316,2271031791652.9%
Q1 2021506$10.4B82,843,262731801431.7%
Q4 2020483$10.5B84,457,817731301693.7%
Q3 2020422$7.5B85,836,546671221363.7%
Q2 2020403$7.2B89,084,869641241564.7%
Q1 2020385$4.6B90,520,239641131484.9%
Q4 2019404$7.5B92,261,34952971562.4%
Q3 2019370$7.0B93,998,824431011563.8%
Q2 2019374$5.9B97,924,81662891604.3%
Q1 2019397$5.8B102,389,958701301285.3%
Q4 2018440$6.8B113,401,42571075.6%