XCel Brands, Inc.
XELB- Exchange
- Nasdaq
- Industry
- Patent Owners & Lessors
- SEC CIK
- 0001083220
In the last 90 days, XCel Brands, Inc. insiders filed 3 open-market purchases and 0 sales; 11 institutions reported holding it in 13F filings for Q2 2026, worth $1.36M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in XCel Brands, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 19
- +1 vs. Q3 2023
- Shares held
- 3.69M
- +173.6K (+4.9%) vs. Q3 2023
- Total value
- $4.73M
- +$982.2K (+26.2%) vs. Q3 2023
- New holders
- 3
- 6 more added
- Sold out
- 2
- 3 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XELB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 11 | $1.36M |
| Q1 2026 | 8 | $1.36M |
| Q4 2025 | 10 | $906.8K |
| Q3 2025 | 10 | $784.8K |
| Q2 2025 | 12 | $694.6K |
| Q1 2025 | 10 | $958.4K |
| Q4 2024 | 19 | $2.42M |
| Q3 2024 | 18 | $3.30M |
| Q2 2024 | 17 | $2.65M |
| Q1 2024 | 17 | $3.49M |
| Q4 2023 | 19 | $4.73M |
| Q3 2023 | 18 | $3.75M |
| Q2 2023 | 13 | $6.03M |
| Q1 2023 | 15 | $2.09M |
| Q4 2022 | 21 | $2.43M |
| Q3 2022 | 13 | $3.16M |
| Q2 2022 | 14 | $3.59M |
| Q1 2022 | 17 | $4.50M |
| Q4 2021 | 14 | $2.89M |
| Q3 2021 | 18 | $3.35M |
| Q2 2021 | 19 | $3.54M |
| Q1 2021 | 16 | $1.75M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding XCel Brands, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 1,692,140 | $2.18M | 0.07% | 00.0% | Unchanged |
| Potomac Capital Management, Inc. | 779,452 | $1.01M | 1.44% | +148,050+23.4% | Added |
| Perritt Capital Management Inc | 461,025 | $594.7K | 0.33% | −24,000−4.9% | Reduced |
| Vanguard Group Inc | 364,404 | $470.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 98,097 | $126.5K | 0.00% | +58,000+144.6% | Added |
| Miramar Capital, LLC | 71,000 | $91.6K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 54,766 | $70.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 38,626 | $49.8K | 0.00% | +8,650+28.9% | Added |
| Renaissance Technologies LLC | 27,228 | $35.0K | 0.00% | −8,472−23.7% | Reduced |
| Two Sigma Securities, LLC | 26,275 | $33.9K | 0.00% | +26,275 | New |
| State Street Corp | 25,503 | $32.9K | 0.00% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 15,000 | $19.4K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,930 | $18.0K | 0.00% | +13,930 | New |
| Tower Research Capital LLC (TRC) | 2,523 | $3.25K | 0.00% | +944+59.8% | Added |
| Coppell Advisory Solutions LLC | 124 | $160 | 0.00% | −128−50.8% | Reduced |
| Wells Fargo & Company | 67 | $86 | 0.00% | +4+6.3% | Added |
| JPMorgan Chase & Co | 17 | $22 | 0.00% | +5+41.7% | Added |
| Bank of America Corp | 13 | $17 | 0.00% | +13 | New |
| JB Capital Partners LP | 15,000 | – | – | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −49,400−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −315−100.0% | Sold out |