Follow-The-Filings

Security

XPO

Xpo Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 2 new max 5.9% (Henry Ellenbogen - Durabl...)

grid → activity →
owners 19
rank #278
master % 0.04%
max % 5.9%
tracked value $3B
qoq N 2 A 6 R 7

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Henry Ellenbogen - Durable Capital Partners LP 2026 Q1 5.9% Reduce +0.80 pp 2,935,934 $571M hist
Dan Sundheim - D1 Capital Partners L.P. 2026 Q1 2.2% Reduce -0.35 pp 1,287,630 $251M hist
Davidson Kempner Capital Management LP 2026 Q1 0.1% New 0.1% 50,000 $10M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.10 pp 441,014 $86M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.06 pp 761,966 $148M hist
Mason Hawkins - Southeastern Asset Management INC/TN/ 2026 Q1 0.1% Reduce -0.02 pp 6,336 $1M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.03 pp 178,720 $35M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.03 pp 1,157,714 $225M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.04 pp 195,709 $27M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 64,143 $12M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 10,525,258 $1.4B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 1,503,231 $204M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.01 pp 64,028 $12M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce +0.01 pp 25,191 $5M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 27,200 $5M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 10,010 $2M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 3,705 $721 hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 2,200 $428 hist
Ancora Advisors LLC 2026 Q1 0.0% — 75 $15 hist

19 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.91B $8.07B $8.16B
Gross profit — — —
Gross margin — — —
Net income $189M $387M $316M
Net margin * 9.9% 4.8% 3.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.59B $1.5B $1.63B
Total non-current assets $5.9B $6.21B $6.56B
Total assets $7.49B $7.71B $8.19B
Total current liabilities $1.59B $1.42B $1.56B
Total non-current liabilities $4.64B $4.69B $4.78B
Total equity $1.27B $1.6B $1.86B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations — — —
Cash from investing — — —
Cash from financing — — —
Net change in cash -$51M -$120M $31M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders