Who owns XPO? 13F holders and whale ownership
XPO is tracked across public portfolios in Whale Analyzer. This page answers who owns XPO, which top funds are buying XPO, aggregate disclosed value, and recent position changes based on public data. Capital Group is the largest reported holder at $1.87B; the top five funds control 100.0% of reported ownership; institutions were net selling last quarter (0 increased, 3 reduced); the stock trades above the aggregate whale cost basis of $38.27. Top tracked holders include Capital Group, Dan Sundheim, and Mason Hawkins.
Continue to the live XPO dashboardTop holders
| Investor | Reported value | Shares | Change |
|---|---|---|---|
| Capital Group 13F portfolio Capital Research Global Investors holdings | $1.87B | 9.6M | Reduced |
| Dan Sundheim 13F portfolio D1 Capital Partners holdings | $250.5M | 1.3M | Reduced |
| Mason Hawkins 13F portfolio Southeastern Asset Management holdings | $1.2M | 6.3K | Reduced |
Ownership concentration
Reported ownership of XPO is highly concentrated across tracked institutions.
- Single largest holder: 88.1% of reported ownership
- Top 5 holders: 100.0%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 3 tracked institutions, 3 reduced. Net positioning is net selling.
- Capital Group — Capital Research Global Investors ($1.87B) (▼ 14.1% qoq shares) · avg cost $38.27
- Dan Sundheim — D1 Capital Partners ($250.5M) (▼ 36.7% qoq shares)
- Mason Hawkins — Southeastern Asset Management ($1.2M) (▼ 51.3% qoq shares)
Whale cost basis vs current price
The aggregate tracked cost basis is $38.27 versus a current price of $201.46, so XPO trades above its cost basis (+426.4%). Average unrealized P&L across tracked holders: 451%.
Sector positioning — Industrials
XPO sits within the Industrials sector alongside 85 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live XPO dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on XPO with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns XPO stock?
Whale Analyzer tracks 3 public institutional holders of XPO with a combined reported value of $2.12B. See the holder table above for the largest tracked positions.
Which top funds are buying XPO?
Tracked institutions were net selling last quarter — 3 reduced. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is XPO ownership?
The top five tracked holders report 100.0% of aggregate ownership.
Is XPO above or below the whale cost basis?
The aggregate tracked cost basis is $38.27 versus a current price of $201.46 (+426.4%).
What does 13F ownership mean for XPO?
Use the interactive XPO dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.