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All holdings

XPO Logistics

XPO

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$2.7m
Combined value at quarter end
Last quarter
1 bought
1 sold or trimmed
Price at Q2 ’26 end
$205.29
+5.5% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+1.3%Q3 ’24
+22.0%Q4 ’24
-18.0%Q1 ’25
+17.4%Q2 ’25
+2.4%Q3 ’25
+5.1%Q4 ’25
+43.1%Q1 ’26
+5.5%Q2 ’26
Q3 ’24: +1.3%; Q4 ’24: +22.0%; Q1 ’25: -18.0%; Q2 ’25: +17.4%; Q3 ’25: +2.4%; Q4 ’25: +5.1%; Q1 ’26: +43.1%; Q2 ’26: +5.5%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

2Q4 ’23
2Q1 ’24
2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
2Q3 ’25
2Q4 ’25
2Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 2; Q1 ’24: 2; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 2; Q4 ’25: 2; Q1 ’26: 2; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes XPO Logistics.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding XPO Logistics
Southeastern Asset Management0.1%$1.3m$1.3mUnchanged19 qtrs
Polen Capital Management0.0%$697k$697kNew1 qtr
First Eagle Investment Management0.0%$674k$674kTrimmed -11%18 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of XPO Logistics
Bought or soldFiling
1 Oct 2026Bates David J.Chief Operating Officer▼ Sold900$178.66$161kForm 4
1 Oct 2026Wismans KyleChief Financial Officer▼ Sold750$175.47$132kForm 4
1 Oct 2026Bates David J.Chief Operating Officer▼ Sold715$179.66$128kForm 4
1 Oct 2026Bates David J.Chief Operating Officer▼ Sold700$175.77$123kForm 4
1 Oct 2026Bates David J.Chief Operating Officer▼ Sold300$176.64$53kForm 4
14 Sep 2026Bates David J.Chief Operating Officer▼ Sold1,500$179.65$269kForm 4
14 Sep 2026Wismans KyleChief Financial Officer▼ Sold750$178.52$134kForm 4
14 Sep 2026Bates David J.Chief Operating Officer▼ Sold515$180.58$93kForm 4
14 Sep 2026Bates David J.Chief Operating Officer▼ Sold400$178.07$71kForm 4
14 Sep 2026Bates David J.Chief Operating Officer▼ Sold200$177.26$35kForm 4
11 Aug 2026Brown Christopher MichaelChief Accounting Officer▼ Sold2,500$203.00$508kForm 4
11 Aug 2026Brown Christopher MichaelChief Accounting Officer▼ Sold1,250$199.81$250kForm 4
10 Aug 2026Brown Christopher MichaelChief Accounting Officer▼ Sold1,250$201.41$252kForm 4

About the company

Sector
Industrials · Transportation Services
Financial year ends
31 December
Shares outstanding
117m at 24 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$702m2013
$7.6bn2015
$15bn2017
$11bn2019
$7.2bn2021
$7.7bn2023
$8.2bn2025
2013: $702m; 2014: $2.4bn; 2015: $7.6bn; 2016: $15bn; 2017: $15bn; 2018: $17bn; 2019: $11bn; 2020: $6.2bn; 2021: $7.2bn; 2022: $7.7bn; 2023: $7.7bn; 2024: $8.1bn; 2025: $8.2bn
XPO Logistics revenue and net income by year
YearRevenueNet income
2025$8.2bn$316m
2024$8.1bn$387m
2023$7.7bn$189m
2022$7.7bn$666m
2021$7.2bn$336m
2020$6.2bn$110m
2019$11bn$419m
2018$17bn$422m
2017$15bn$340m
2016$15bn$69.0m
2015$7.6bn−$191m
2014$2.4bn−$63.6m
2013$702m−$48.5m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.