XPO, Inc.
MX ˙ BMV ˙ US9837931008
SecurityMX:XPO / XPO, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership40,589 shares
Latest Disclosed Value $ 7,896,618
Stifel Financial Corp reports 1.61% decrease in ownership of XPO / XPO, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 40,589 shares of XPO, Inc. (MX:XPO) valued at $7,896,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 41,252 shares of XPO, Inc.. This represents a change in shares of -1.61% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F XPO COM 983793100 40,589 -663 -1.61 7,897 40.85 0.0017
2026-02-13 2025-12-31 13F XPO COM 983793100 41,252 5,797 16.35 5,607 22.32 0.0050
2025-11-12 2025-09-30 13F XPO COM 983793100 35,455 8,842 33.22 4,583 36.40 0.0042
2025-08-14 2025-06-30 13F XPO COM 983793100 26,613 -309 -1.15 3,361 16.02 0.0033
2025-05-14 2025-03-31 13F XPO COM 983793100 26,922 300 1.13 2,896 -17.04 0.0031
2025-02-13 2024-12-31 13F XPO COM 983793100 26,622 -43,785 -62.19 3,491 -53.88 0.0036
2024-11-14 2024-09-30 13F XPO COM 983793100 70,407 43,237 159.14 7,569 162.45 0.0079
2024-08-13 2024-06-30 13F XPO COM 983793100 27,170 1,356 5.25 2,884 -8.44 0.0032
2024-05-14 2024-03-31 13F XPO COM 983793100 25,814 332 1.30 3,150 41.19 0.0036
2024-02-12 2023-12-31 13F XPO COM 983793100 25,482 -3,143 -10.98 2,232 4.40 0.0028
2023-11-13 2023-09-30 13F XPO COM 983793100 28,625 -1,083 -3.65 2,137 21.97 0.0030
2023-08-14 2023-06-30 13F XPO COM 983793100 29,708 -26,362 -47.02 1,753 -2.01 0.0024
2023-05-12 2023-03-31 13F XPO COM 983793100 56,070 -6,399 -10.24 1,789 -14.00 0.0026
2023-02-13 2022-12-31 13F XPO COM 983793100 62,469 11,607 22.82 2,080 -8.17 0.0031
2022-11-14 2022-09-30 13F XPO LOGISTICS COM 983793100 50,862 16,183 46.67 2,264 35.57 0.0037
2022-08-15 2022-06-30 13F XPO LOGISTICS COM 983793100 34,679 -37,217 -51.77 1,670 -68.09 0.0026
2022-05-13 2022-03-31 13F XPO LOGISTICS COM 983793100 71,896 32,905 84.39 5,234 73.37 0.0071
2022-02-14 2021-12-31 13F XPO LOGISTICS COM 983793100 38,991 -2,811 -6.72 3,019 -9.26 0.0040
2021-11-15 2021-09-30 13F XPO LOGISTICS COM 983793100 41,802 3,156 8.17 3,327 -38.46 0.0049
2021-08-13 2021-06-30 13F XPO LOGISTICS COM 983793100 38,646 11,179 40.70 5,406 59.66 0.0081
2021-05-14 2021-03-31 13F XPO LOGISTICS COM 983793100 27,467 6,354 30.10 3,386 34.53 0.0056
2021-02-12 2020-12-31 13F XPO LOGISTICS COM 983793100 21,113 -5,002 -19.15 2,517 13.84 0.0045
2020-11-16 2020-09-30 13F XPO LOGISTICS COM 983793100 26,115 9,351 55.78 2,211 70.60 0.0045
2020-08-14 2020-06-30 13F XPO LOGISTICS COM 983793100 16,764 3,759 28.90 1,296 103.13 0.0030
2020-05-14 2020-03-31 13F XPO LOGISTICS COM 983793100 13,005 -5,122 -28.26 638 -56.12 0.0018
2020-02-13 2019-12-31 13F XPO LOGISTICS COM 983793100 18,127 1,184 6.99 1,454 19.57 0.0030
2019-11-19 2019-09-30 13F/A-1 XPO LOGISTICS COM 983793100 16,943 3,376 24.88 1,216 53.92 0.0031
2019-11-13 2019-09-30 13F XPO LOGISTICS COM 983793100 16,560 2,993 1,188 665.9335
2019-08-14 2019-06-30 13F XPO LOGISTICS COM 983793100 13,567 -2,553 -15.84 790 -8.78 0.0020
2019-05-14 2019-03-31 13F XPO LOGISTICS COM 983793100 16,120 -10,336 -39.07 866 -42.53 0.0024
2019-02-13 2018-12-31 13F XPO LOGISTICS COM 983793100 26,456 -12,624 -32.30 1,507 -66.23 0.0049
2018-11-13 2018-09-30 13F XPO LOGISTICS COM 983793100 39,080 1,435 3.81 4,462 18.04 0.0128
2018-08-14 2018-06-30 13F XPO LOGISTICS COM 983793100 37,645 -18,795 -33.30 3,780 -34.19 0.0116
2018-05-11 2018-03-31 13F XPO LOGISTICS COM 983793100 56,440 1,163 2.10 5,744 13.90 0.0181
2018-02-14 2017-12-31 13F XPO LOGISTICS COM 983793100 55,277 6,307 12.88 5,043 51.99 0.0160
2017-11-13 2017-09-30 13F XPO LOGISTICS COM 983793100 48,970 4,720 10.67 3,318 16.71 0.0115
2017-08-14 2017-06-30 13F XPO LOGISTICS COM 983793100 44,250 15,720 55.10 2,843 107.37 0.0106
2017-05-10 2017-03-31 13F XPO LOGISTICS COM 983793100 28,530 -28,650 -50.10 1,371 -44.49 0.0053
2017-02-16 2016-12-31 13F XPO LOGISTICS COM 983793100 57,180 12,577 28.20 2,470 50.43 0.0105
2016-11-15 2016-09-30 13F XPO LOGISTICS COM 983793100 44,603 -77,103 -63.35 1,642 -48.64 0.0074
2016-08-17 2016-06-30 13F XPO LOGISTICS COM 983793100 121,706 -16,728 -12.08 3,197 -24.76 0.0148
2016-05-16 2016-03-31 13F XPO LOGISTICS COM 983793100 138,434 84,919 158.68 4,249 191.23 0.0226
2016-03-21 2015-12-31 13F/A-2 XPO LOGISTICS COM 983793100 53,515 157 0.29 1,459 14.70 0.0076
2016-02-26 2015-12-31 13F/A-1 XPO LOGISTICS COM 983793100 53,515 0 1,459 0.0076
2016-02-16 2015-12-31 13F XPO LOGISTICS COM 983793100 53,515 3,171
2015-11-16 2015-09-30 13F XPO LOGISTICS COM 983793100 53,358 47,675 838.91 1,272 396.88 0.0071
2015-08-17 2015-06-30 13F/A-1 XPO LOGISTICS COM 983793100 5,683 5,683 256 0.0013
2015-08-17 2015-06-30 13F XPO LOGISTICS COM 983793100 5,683 256 0.0014
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.