MORGAN STANLEY

Position in XPO — XPO, Inc.

CIK 895421 NEW YORK, NY

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Position in XPO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$209,395,586

+$9,715,308 QoQ

Shares Held

1,019,999

-0.6% QoQ

Ownership

0.871%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#23

of 748 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Common Shares in XPO Over Time

Shares Held

Position Value (USD)

Position in Trucking

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $1,626,257,906 across 14 Trucking names. XPO ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODFL	Old Dominion Freight Line, Inc.	2,575,926	$557,945,564
2	SAIA	Saia Inc	669,140	$281,814,997
3	KNX	Knight-Swift Transportation Holdings Inc.	3,295,823	$256,645,728
4	XPO	XPO, Inc. This page	1,019,999	$209,395,586
5	TFII	TFI International Inc.	704,922	$101,205,646
6	ARCB	Arcbest Corp /Tx/	437,172	$62,751,665
7	SNDR	Schneider National, Inc.	1,323,064	$48,331,521
8	RXO	RXO, Inc.	1,706,328	$47,077,587

All Filings in XPO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,395,586	1,019,999	-0.6%	Shares	Defined	2026-08-13
2026-03-31	$199,680,278	1,026,370	-14.0%	Shares	Defined	2026-05-15
2025-12-31	$162,246,633	1,193,780	-20.5%	Shares	Defined	2026-05-27
2025-09-30	$194,047,192	1,501,100	+13.4%	Shares	Defined	2026-05-27
2025-06-30	$167,197,978	1,323,921	-13.0%	Shares	Defined	2025-08-15
2025-03-31	$163,799,796	1,522,586	-1.6%	Shares	Defined	2025-05-15
2024-12-31	$202,853,636	1,546,730	+8.6%	Shares	Defined	2025-05-15
2024-09-30	$153,075,097	1,423,822	+76.5%	Shares	Defined	2025-05-14
2024-06-30	$85,654,763	806,922	-35.1%	Shares	Defined	2025-05-14
2024-03-31	$151,691,336	1,243,066	-2.9%	Shares	Defined	2024-10-17
2023-12-31	$112,150,580	1,280,404	-1.8%	Shares	Defined	2024-08-16
2023-09-30	$97,356,558	1,303,999	-6.7%	Shares	Defined	2023-11-15
2023-06-30	$82,492,738	1,398,182	+52.3%	Shares	Defined	2023-08-14
2023-03-31	$29,286,046	918,058	-34.3%	Shares	Defined	2023-05-15
2022-12-31	$46,540,147	1,398,022	+44.1%	Shares	Defined	2023-02-14
2022-09-30	$43,200,926	970,370	-16.9%	Shares	Defined	2022-11-14
2022-06-30	$56,265,627	1,168,305	+71.6%	Shares	Defined	2022-10-27
2022-03-31	$49,551,035	680,646	+31.2%	Shares	Defined	2022-10-27
2021-12-31	$40,168,642	518,774	-6.6%	Shares	Defined	2022-02-14
2021-09-30	$44,221,477	555,686	+20.3%	Shares	Defined	2021-11-15
2021-06-30	$64,611,121	461,871	+47.4%	Shares	Defined	2021-08-23
2021-03-31	$38,636,061	313,350	+8.9%	Shares	Defined	2021-05-17
2020-12-31	$34,307,078	287,811	+6.6%	Shares	Defined	2021-02-16
2020-09-30	$22,864,805	270,078	+7.0%	Shares	Defined	2020-11-13
2020-06-30	$19,503,989	252,479	-1.3%	Shares	Defined	2020-08-14
2020-03-31	$12,468,898	255,772	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.