XPONYSETransportation ServicesFiscal year ends December 31
XPO, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$185.35−1.32 (-0.71%)
Close on Oct 19, 2026
- Market cap
- $21.87B
- P/E (TTM)
- 54.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
119M of 117M shares
Institutional holders
748
161 new, 78 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $2.13M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| MFN Partners Management, LLC | 9,869,691 | 8.40% | 13G (passive) amendment | Jun 30, 2026 |
| Capital Research Global Investors | 8,271,824 | 7.00% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 5,952,283 | 5.08% | 13G (passive) | Mar 31, 2026 |
| Capital World Investors | 5,903,854 | 5.00% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 12,249,467 | 10.40% | 13G (passive) amendment | May 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of XPO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,541,751 | 12.42% | $2.99B | +2,374,505 | 0.04% |
| MFN Partners Management, LP | 9,869,691 | 8.43% | $2.03B | −1,555,678 | 41.91% |
| Capital Research Global Investors | 8,271,824 | 7.06% | $1.70B | −1,316,367 | 0.24% |
| Capital World Investors | 5,834,627 | 4.98% | $1.20B | +56,399 | 0.14% |
| Vanguard Capital Management LLC | 5,110,681 | 4.36% | $1.05B | +50,396 | 0.02% |
| Vanguard Portfolio Management LLC | 4,824,387 | 4.12% | $990.40M | +77,916 | 0.04% |
| FMR LLC | 4,332,153 | 3.70% | $889.35M | +727,155 | 0.04% |
| State Street Corp | 4,246,740 | 3.63% | $871.81M | +663,780 | 0.03% |
| Orbis Allan Gray Ltd | 3,402,819 | 2.91% | $698.56M | −6,273 | 2.40% |
| Invesco Ltd. | 3,035,930 | 2.59% | $623.25M | −1,795,684 | 0.05% |
| Durable Capital Partners LP | 2,424,919 | 2.07% | $497.81M | −511,015 | 4.84% |
| Geode Capital Management, LLC | 2,378,074 | 2.03% | $486.95M | +195,257 | 0.03% |
| Clearbridge Investments, LLC | 2,371,002 | 2.03% | $486.74M | −401,654 | 0.40% |
| Goldman Sachs Group Inc | 2,203,369 | 1.88% | $452.33M | +1,017,035 | 0.04% |
| T. Rowe Price Investment Management, Inc. | 2,196,896 | 1.88% | $451.00K | −590,116 | 0.30% |
| Bessemer Group Inc | 1,939,169 | 1.66% | $398.09K | −481,730 | 0.55% |
| Norges Bank | 1,564,973 | 1.34% | $321.27M | New | 0.03% |
| Hood River Capital Management LLC | 1,297,453 | 1.11% | $266.35M | +137,623 | 1.93% |
| Findlay Park Partners LLP | 1,150,100 | 0.98% | $236.10M | −38,900 | 3.19% |
| Dimensional Fund Advisors LP | 1,129,603 | 0.96% | $231.91M | +18,411 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 748 | 119M | 100.0% | 161 / 272 | 211 / 78 | 16M | 13M |
| Q1 2026 | 674 | 116M | 99.3% | 139 / 217 | 209 / 43 | 22M | 21M |
| Q4 2025 | 586 | 126M | 100.0% | 91 / 198 | 183 / 42 | 11M | 10M |
| Q3 2025 | 543 | 124M | 100.0% | 60 / 185 | 177 / 58 | 7M | 8M |
| Q2 2025 | 545 | 125M | 100.0% | 80 / 172 | 200 / 56 | 13M | 12M |
| Q1 2025 | 525 | 124M | 100.0% | 69 / 188 | 171 / 79 | 14M | 7M |
| Q4 2024 | 543 | 117M | 100.0% | 83 / 174 | 187 / 63 | 14M | 13M |
| Q3 2024 | 530 | 117M | 100.0% | 77 / 166 | 175 / 51 | 23M | 8M |
| Q2 2024 | 508 | 113M | 96.4% | 64 / 176 | 167 / 75 | 13M | 15M |
| Q1 2024 | 525 | 115M | 98.3% | 108 / 136 | 181 / 46 | 10M | 11M |
| Q4 2023 | 468 | 116M | 98.8% | 87 / 130 | 160 / 39 | 11M | 12M |
| Q3 2023 | 425 | 116M | 99.3% | 51 / 114 | 166 / 39 | 14M | 15M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of XPO | Value | % of fund | As of |
|---|---|---|---|---|---|
| AMCAP Fund | 4,326,997 | 3.70% | $927.06M | 0.95% | May 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 4,017,956 | 3.43% | $824.85M | 0.66% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,541,668 | 3.02% | $727.07M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,557,901 | 2.18% | $525.11M | 0.28% | Jun 30, 2026 |
| Growth Fund of America | 2,425,379 | 2.07% | $519.64M | 0.14% | May 31, 2026 |
| Growth-Income Fund | 1,695,007 | 1.45% | $347.97M | 0.76% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,475,397 | 1.26% | $302.88M | 0.64% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,346,347 | 1.15% | $276.39M | 0.28% | Jun 30, 2026 |
| American Funds Fundamental Investors | 1,315,990 | 1.12% | $270.16M | 0.15% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 1,109,005 | 0.95% | $227.67M | 0.99% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,076,599 | 0.92% | $221.02M | 0.23% | Jun 30, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 702,385 | 0.60% | $144.19M | 1.28% | Jun 30, 2026 |
| Fidelity Contrafund | 686,499 | 0.59% | $140.93M | 0.08% | Jun 30, 2026 |
| New Perspective Fund | 677,977 | 0.58% | $139.18M | 0.08% | Jun 30, 2026 |
| iShares Russell Mid-Cap Growth ETF | 672,113 | 0.57% | $137.98M | 0.64% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mario A. Harik | Chief Executive Officer, Director | 848,547 | 0.72% | Aug 7, 2026 |
| S. Jacobs Bradley | Executive Chairman, Director | 2,619,700 | 2.24% | Mar 18, 2025 |
| David J. Bates | Chief Operating Officer | 67,150 | 0.06% | Sep 15, 2026 |
| Kyle Wismans | Chief Financial Officer | 48,716 | 0.04% | Sep 15, 2026 |
| Christopher Michael Brown | Chief Accounting Officer | 33,505 | 0.03% | Aug 12, 2026 |
| Wendy Cassity | Chief Legal Officer | 29,953 | 0.03% | Mar 17, 2026 |
| Michael Kneeland | Director | – | – | Jul 28, 2026 |
| Allison Landry | Director | 4,849 | 0.00% | May 29, 2026 |
| J. Wes Frye | Director | 10,981 | 0.01% | Jan 5, 2026 |
| Bella Loykhter Allaire | Director | 9,916 | 0.01% | Jan 5, 2026 |
| Michael G. Jesselson | Director | 263,874 | 0.23% | Jan 5, 2026 |
| Johnny Clayton Taylor Jr. | Director | 13,974 | 0.01% | Jan 5, 2026 |
| Irene Moshouris | Director | 9,916 | 0.01% | Jan 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kyle Wismans Chief Financial Officer | Sep 14, 2026 | Sale(10b5-1 plan) | −750 | $178.52 | $133.89K | 48,716 |
| David J. Bates Chief Operating Officer | Sep 14, 2026 | Sale(10b5-1 plan) | −200 | $177.26 | $35.45K | 67,150 |
| David J. Bates Chief Operating Officer | Sep 14, 2026 | Sale(10b5-1 plan) | −515 | $180.58 | $93.00K | 64,735 |
| David J. Bates Chief Operating Officer | Sep 14, 2026 | Sale(10b5-1 plan) | −1,500 | $179.65 | $269.48K | 65,250 |
| David J. Bates Chief Operating Officer | Sep 14, 2026 | Sale(10b5-1 plan) | −400 | $178.08 | $71.23K | 66,750 |
| Christopher Michael Brown Chief Accounting Officer | Aug 11, 2026 | Sale | −1,250 | $199.81 | $249.76K | 33,505 |
| Christopher Michael Brown Chief Accounting Officer | Aug 11, 2026 | Sale | −2,500 | $203.00 | $507.50K | 31,005 |
| Christopher Michael Brown Chief Accounting Officer | Aug 10, 2026 | Sale | −1,250 | $201.41 | $251.76K | 34,755 |
| Mario A. Harik Chief Executive Officer, Director | Aug 7, 2026 | Option exercise | +345,742 | – | – | 848,547 |
| Mario A. Harik Chief Executive Officer, Director | Aug 7, 2026 | Tax withholding | −167,167 | $202.58 | $33.86M | 681,380 |
| Allison Landry Director | May 28, 2026 | Sale | −2,400 | $215.61 | $517.46K | 4,849 |
| David J. Bates Chief Operating Officer | Mar 15, 2026 | Tax withholding | −2,994 | $181.71 | $544.04K | 67,350 |
| David J. Bates Chief Operating Officer | Mar 15, 2026 | Option exercise | +6,889 | – | – | 70,344 |
| Christopher Michael Brown Chief Accounting Officer | Mar 15, 2026 | Option exercise | +2,571 | – | – | 37,198 |
| Christopher Michael Brown Chief Accounting Officer | Mar 15, 2026 | Tax withholding | −1,193 | $181.71 | $216.78K | 36,005 |
| Mario A. Harik Chief Executive Officer, Director | Mar 15, 2026 | Option exercise | +24,781 | – | – | 514,788 |
| Mario A. Harik Chief Executive Officer, Director | Mar 15, 2026 | Tax withholding | −11,983 | $181.71 | $2.18M | 502,805 |
| Kyle Wismans Chief Financial Officer | Mar 15, 2026 | Option exercise | +9,783 | – | – | 54,462 |
| Kyle Wismans Chief Financial Officer | Mar 15, 2026 | Tax withholding | −4,996 | $181.71 | $907.82K | 49,466 |
| Wendy Cassity Chief Legal Officer | Mar 15, 2026 | Tax withholding | −5,192 | $181.71 | $943.44K | 29,953 |
| Wendy Cassity Chief Legal Officer | Mar 15, 2026 | Option exercise | +10,734 | – | – | 35,145 |
| Christopher Michael Brown Chief Accounting Officer | Mar 10, 2026 | Tax withholding | −2,736 | $194.68 | $532.64K | 34,627 |
| Christopher Michael Brown Chief Accounting Officer | Mar 10, 2026 | Option exercise | +5,904 | – | – | 37,363 |
| Wendy Cassity Chief Legal Officer | Mar 10, 2026 | Tax withholding | −12,497 | $194.68 | $2.43M | 24,411 |
| Wendy Cassity Chief Legal Officer | Mar 10, 2026 | Option exercise | +27,037 | – | – | 36,908 |
| David J. Bates Chief Operating Officer | Mar 10, 2026 | Tax withholding | −17,166 | $194.68 | $3.34M | 63,455 |
| David J. Bates Chief Operating Officer | Mar 10, 2026 | Option exercise | +39,515 | – | – | 80,621 |
| Mario A. Harik Chief Executive Officer, Director | Mar 10, 2026 | Tax withholding | −142,731 | $194.68 | $27.79M | 490,007 |
| Mario A. Harik Chief Executive Officer, Director | Mar 10, 2026 | Option exercise | +295,202 | – | – | 632,738 |
| Kyle Wismans Chief Financial Officer | Mar 10, 2026 | Option exercise | +14,762 | – | – | 52,216 |
| Kyle Wismans Chief Financial Officer | Mar 10, 2026 | Tax withholding | −7,537 | $194.68 | $1.47M | 44,679 |
| Christopher Michael Brown Chief Accounting Officer | Mar 7, 2026 | Option exercise | +1,659 | – | – | 32,261 |
| Christopher Michael Brown Chief Accounting Officer | Mar 7, 2026 | Tax withholding | −802 | $188.65 | $151.30K | 31,459 |
| Kyle Wismans Chief Financial Officer | Feb 15, 2026 | Tax withholding | −2,056 | $195.33 | $401.60K | 37,454 |
| Kyle Wismans Chief Financial Officer | Feb 15, 2026 | Option exercise | +3,972 | – | – | 39,510 |
| Bella Loykhter Allaire Director | Jan 2, 2026 | Option exercise | +1,374 | $138.79 | $190.70K | 9,916 |
| Irene Moshouris Director | Jan 2, 2026 | Option exercise | +1,374 | $138.79 | $190.70K | 9,916 |
| J. Wes Frye Director | Jan 2, 2026 | Option exercise | +1,374 | $138.79 | $190.70K | 10,981 |
| Johnny Clayton Taylor Jr. Director | Jan 2, 2026 | Option exercise | +1,374 | $138.79 | $190.70K | 13,974 |
| Allison Landry Director | Jan 2, 2026 | Option exercise | +1,374 | $138.79 | $190.70K | 7,249 |
| Michael G. Jesselson Director | Jan 2, 2026 | Option exercise | +1,374 | $138.79 | $190.70K | 62,873 |
| Kyle Wismans Chief Financial Officer | Nov 14, 2025 | Option exercise | +626 | – | – | 35,858 |
| Kyle Wismans Chief Financial Officer | Nov 14, 2025 | Tax withholding | −320 | $133.75 | $42.80K | 35,538 |
| Christopher Michael Brown Chief Accounting Officer | Nov 14, 2025 | Tax withholding | −508 | $133.75 | $67.95K | 30,602 |
| Christopher Michael Brown Chief Accounting Officer | Nov 14, 2025 | Option exercise | +1,096 | – | – | 31,110 |
| Allison Landry Director | Sep 11, 2025 | Sale | −3,250 | $135.04 | $438.88K | 5,875 |
| David J. Bates Chief Operating Officer | Apr 21, 2025 | Option exercise | +30,100 | – | – | 54,260 |
| David J. Bates Chief Operating Officer | Apr 21, 2025 | Tax withholding | −13,154 | $93.85 | $1.23M | 41,106 |
| S. Jacobs Bradley Executive Chairman, Director | Mar 15, 2025 | Tax withholding | −5,542 | $107.24 | $594.32K | 1,318,999 |
| S. Jacobs Bradley Executive Chairman, Director | Mar 15, 2025 | Option exercise | +11,957 | – | – | 1,324,541 |
| Kyle Wismans Chief Financial Officer | Mar 15, 2025 | Option exercise | +6,857 | – | – | 38,733 |
| Kyle Wismans Chief Financial Officer | Mar 15, 2025 | Tax withholding | −3,501 | $107.24 | $375.45K | 35,232 |
| Wendy Cassity Chief Legal Officer | Mar 15, 2025 | Tax withholding | −4,663 | $107.24 | $500.06K | 9,871 |
| Wendy Cassity Chief Legal Officer | Mar 15, 2025 | Option exercise | +9,757 | – | – | 14,534 |
| David J. Bates Chief Operating Officer | Mar 15, 2025 | Tax withholding | −2,373 | $107.24 | $254.48K | 24,160 |
| David J. Bates Chief Operating Officer | Mar 15, 2025 | Option exercise | +5,427 | – | – | 26,533 |
| Mario A. Harik Chief Executive Officer, Director | Mar 15, 2025 | Option exercise | +19,207 | – | – | 346,824 |
| Mario A. Harik Chief Executive Officer, Director | Mar 15, 2025 | Tax withholding | −9,288 | $107.24 | $996.05K | 337,536 |
| Christopher Michael Brown Chief Accounting Officer | Mar 15, 2025 | Tax withholding | −979 | $107.24 | $104.99K | 30,014 |
| Christopher Michael Brown Chief Accounting Officer | Mar 15, 2025 | Option exercise | +2,110 | – | – | 30,993 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Bates David Officer | Sep 14, 2026 | 7,845 | $1.43M | Sep 14, 2026 | Restricted Stock Units |
| M. Wismans Kyle Officer | Sep 14, 2026 | 3,000 | $546.54K | Sep 14, 2026 | Restricted Stock Units |
| Brown Christopher Officer | Aug 13, 2026 | 3,750 | $757.26K | Aug 11, 2026 | Restricted Stock |
| Brown Christopher Officer | Aug 11, 2026 | 2,500 | $507.50K | Aug 11, 2026 | Restricted Stock |
| Brown Christopher Officer | Aug 10, 2026 | 1,250 | $251.76K | Aug 10, 2026 | Restricted Stock |
| Landry Allison Director | May 28, 2026 | 2,400 | $517.47K | May 28, 2026 | Restricted Stock |
| Landry Allison Director | Sep 11, 2025 | 3,250 | $438.87K | Sep 11, 2025 | Restricted Stock |
| Landry Allison Director | May 23, 2024 | 1,875 | $195.98K | May 23, 2024 | Restricted stock vesting under a registered plan |
| Landry Allison Director | Jun 16, 2023 | 1,600 | $85.12K | Jun 16, 2023 | Restricted stock vesting under a registered plan |