Capital Research Global Investors holds 9.59M XPO stake (NYSE: XPO) 8.2%

Rhea-AI Filing Summary

XPO, Inc. registers that Capital Research Global Investors reports beneficial ownership of 9,588,191 shares of XPO common stock, representing 8.2% of the 117,147,357 shares believed outstanding as of 03/31/2026. The filing shows sole voting power over 9,562,249 shares and sole dispositive power over 9,588,191 shares. The amendment is signed by a Capital Research officer on 05/11/2026.

Insights

Institutional Ownership Analyst

Capital Research holds a material passive stake in XPO at 8.2%.

Capital Research Global Investors reports beneficial ownership of 9,588,191 shares, equal to 8.2% of the company's 117,147,357 shares believed outstanding as of 03/31/2026. The filing lists sole voting power of 9,562,249 shares, indicating near-full control of its position.

Holdings at this scale can appear in proxy and engagement contexts; subsequent disclosures or transactions would clarify any active intentions. Future amendments would show changes in percent or disposition.

Securities Compliance Counsel

This is an amended Schedule 13G filing updating ownership disclosures.

The amendment identifies Capital Research Global Investors and affiliated investment management entities as the record contributors to the reported position, and it uses the Schedule 13G/A form's passive-investor framework. The statement attributes beneficial ownership across affiliated entities.

Filing mechanics: the document is signed and dated 05/11/2026. Any change to voting or disposition authority must be reported via further amendments per regulatory rules.

Key Figures

Beneficial ownership: 9,588,191 shares Percent of class: 8.2% Shares believed outstanding: 117,147,357 shares +3 more

6 metrics

Beneficial ownership 9,588,191 shares reported in Schedule 13G/A

Percent of class 8.2% of 117,147,357 shares believed outstanding

Shares believed outstanding 117,147,357 shares as of 03/31/2026 (believed outstanding)

Sole voting power 9,562,249 shares sole power to vote or direct the vote

Sole dispositive power 9,588,191 shares sole power to dispose or direct disposition

CUSIP 983793100 XPO common stock CUSIP

Key Terms

beneficially owned, sole voting power, sole dispositive power, Schedule 13G/A

4 terms

beneficially owned regulatory

"CRGI is deemed to be the beneficial owner of 9,588,191 shares"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole voting power regulatory

"Sole power to vote or to direct the vote: 9,562,249"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 9,588,191"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Schedule 13G/A regulatory

"Amendment No. 4 ... Schedule 13G/A filing for XPO, Inc."

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/14/2026 - 10:19 AM Learn about SEC filing dates

FAQ

What stake does Capital Research Global Investors hold in XPO?

Capital Research Global Investors holds 9,588,191 shares of XPO, equal to 8.2% of the company’s shares believed outstanding. The filing ties this percentage to 117,147,357 shares believed outstanding as of 03/31/2026.

How much voting power does Capital Research report for XPO?

The filing reports sole voting power over 9,562,249 shares. It also reports sole dispositive power over 9,588,191 shares, reflecting control over voting and disposition for the disclosed position.

Is this a new filing or an amendment for XPO (XPO)?

This document is an Amendment No. 4 to a Schedule 13G, signed on 05/11/2026. It amends prior ownership disclosures to report the position and related voting/dispositive powers.

Does the filing say Capital Research will sell or buy more XPO shares?

The amendment reports beneficial ownership and voting/dispositive powers only. It does not state any planned purchases or sales, and it contains no transaction instructions or pricing details.

Who signed the amended Schedule 13G/A for XPO?

The amendment is signed by Jae Won Chung, listed as Vice President and Senior Counsel II of Capital Research and Management Company, with signature date 05/11/2026.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 4)

XPO, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

983793100

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

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)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 983793100

1

Names of Reporting Persons

Capital Research Global Investors

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 9,562,249.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 9,588,191.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

9,588,191.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.2 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: XPO, Inc.
(b)	Address of issuer's principal executive offices: 5 American Lane, Greenwich, CT 06831, United States of America
Item 2.
(a)	Name of person filing: Capital Research Global Investors
(b)	Address or principal business office or, if none, residence: 333 South Hope Street, 55th Fl, Los Angeles, CA 90071
(c)	Citizenship: N/A
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 983793100
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 9,588,191 ** **Capital Research Global Investors ("CRGI") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CRGI's divisions of each of the investment management entities collectively provide investment management services under the name "Capital Research Global Investors." CRGI is deemed to be the beneficial owner of 9,588,191 shares or 8.2% of the 117,147,357 shares believed to be outstanding.
(b)	Percent of class: 8.2 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 9,562,249
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 9,588,191
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Capital Research Global Investors

Signature:	Jae Won Chung
Name/Title:	Vice President and Senior Counsel II, Capital Research and Management Company
Date:	05/11/2026