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Capital Research reports 9.5% XPO (NYSE: XPO) ownership

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Capital Research Global Investors reports beneficial ownership of 11,157,329 shares of XPO, Inc. common stock, representing 9.5% of the 117,384,263 shares believed outstanding as of 12/31/2025. It holds sole voting power over 11,134,473 shares and sole dispositive power over 11,157,329 shares.

The position is held through Capital Research and Management Company and related investment management entities under the Capital Research Global Investors division. The filing notes that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of XPO. AMCAP Fund is identified as having rights to receive dividends or sale proceeds related to more than 5% of the class.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Capital Research Global Investors
Signature:Jae Won Chung
Name/Title:Vice President and Senior Counsel II, Capital Research and Management Company
Date:02/05/2026

FAQ

What ownership stake does Capital Research Global Investors report in XPO (XPO)?

Capital Research Global Investors reports beneficial ownership of 11,157,329 XPO common shares, equal to 9.5% of the 117,384,263 shares believed outstanding. The position reflects a significant institutional holding in XPO’s equity, disclosed in an amended Schedule 13G filing.

How much voting and dispositive power does Capital Research have over XPO (XPO) shares?

Capital Research Global Investors reports sole voting power over 11,134,473 XPO shares and sole dispositive power over 11,157,329 shares. It reports no shared voting or shared dispositive power, indicating control over how these shares are voted and whether they are sold or retained.

Is Capital Research’s 9.5% XPO (XPO) position filed as a passive investment?

Yes. The certification states the XPO securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. This aligns with a passive institutional investment reported on Schedule 13G rather than an activist or control-seeking position.

On what date is Capital Research’s XPO (XPO) ownership measured in this filing?

The reported ownership of 11,157,329 XPO shares, or 9.5% of the class, is tied to an event date of December 31, 2025. That date anchors the share count and percentage as presented in this Schedule 13G/A amendment.

Which entities are associated with Capital Research’s XPO (XPO) holdings?

The filing explains that Capital Research Global Investors is a division of Capital Research and Management Company and several affiliated investment management entities. It also identifies AMCAP Fund as a person with rights to receive dividends or sale proceeds relating to more than 5% of the XPO shares.

Does any other person have rights to income from Capital Research’s XPO (XPO) stake?

Yes. The filing notes that AMCAP Fund has the right to receive, or direct the receipt of, dividends or proceeds from the sale of XPO securities. This interest relates to more than 5% of the outstanding XPO common stock class disclosed in the filing.
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