Xpo Inc (XPO) Institutional Ownership Tracker (Q2 2026)

XPO ranks #715 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

XPO is a top-conviction position for MFN Partners Management, LP — at 41.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in XPO belongs to BlackRock, Inc., but the position matters far more to MFN Partners Management, LP, who has 41.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its XPO position for two straight quarters, increasing it by $1.4B to reach $3.0B today.

Cercano Management LLC has trimmed its XPO position for two straight quarters, cutting it by $258.5M while still holding $6.0M.

XPO is down 1.6% today, but institutions show net buying of $6.4B this quarter — a divergence between today's price move and the underlying institutional flow.

XPO posted net income of $404.0M over the trailing twelve months, and currently trades at a P/E of 55.5.

• Profitable — net income of $404.0M over the trailing twelve months
• Revenue grew 7.0% year over year
• Net income improved year over year, from $345.0M to $404.0M
• Generated $986.0M in positive operating cash flow
• Current ratio of 1.05x — below the conventional 1.5x liquidity buffer
• Liabilities run 4.40x equity — a highly leveraged balance sheet worth noting