XP Inc.
XP- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001787425
In the last 90 days, XP Inc. insiders filed 0 open-market purchases and 1 sale; 321 institutions reported holding it in 13F filings for Q2 2026, worth $5.42B in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in XP Inc. as of Jun 30, 2021. 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
- 166
- +18 vs. Q1 2021
- Shares held
- 182.2M
- +267.6K (+0.1%) vs. Q1 2021
- Total value
- $7.92B
- +$1.07B (+15.7%) vs. Q1 2021
- New holders
- 37
- 53 more added
- Sold out
- 19
- 53 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XP 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 | 321 | $5.42B |
| Q1 2026 | 359 | $6.33B |
| Q4 2025 | 343 | $5.72B |
| Q3 2025 | 328 | $6.45B |
| Q2 2025 | 313 | $6.96B |
| Q1 2025 | 296 | $4.68B |
| Q4 2024 | 294 | $4.15B |
| Q3 2024 | 292 | $6.21B |
| Q2 2024 | 265 | $5.47B |
| Q1 2024 | 299 | $8.13B |
| Q4 2023 | 301 | $7.62B |
| Q3 2023 | 258 | $6.44B |
| Q2 2023 | 225 | $6.67B |
| Q1 2023 | 192 | $3.45B |
| Q4 2022 | 199 | $4.39B |
| Q3 2022 | 200 | $5.00B |
| Q2 2022 | 200 | $4.71B |
| Q1 2022 | 237 | $8.16B |
| Q4 2021 | 234 | $7.32B |
| Q3 2021 | 168 | $7.43B |
| Q2 2021 | 166 | $7.92B |
| Q1 2021 | 149 | $6.85B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 12 | $1.00K | 0.00% | +6+100.0% | Added |
| Gemmer Asset Management LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 143 | $6.00K | 0.00% | +143 | New |
| O'Shaughnessy Asset Management, LLC | 158 | $7.00K | 0.00% | 00.0% | Unchanged |
| Amundi | 153 | $7.00K | 0.00% | +153 | New |
| Quantbot Technologies LP | 224 | $9.00K | 0.00% | −26,730−99.2% | Reduced |
| American Portfolios Advisors | 213 | $9.28K | 0.00% | +8+3.9% | Added |
| Rockefeller Capital Management L.P. | 350 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nwi Management LP | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 712 | $31.0K | 0.00% | −91−11.3% | Reduced |
| Harbor Investment Advisory, LLC | 760 | $33.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 880 | $38.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,200 | $52.0K | 0.02% | +1,200 | New |
| Advisor Group Holdings, Inc. | 1,368 | $60.0K | 0.00% | +835+156.7% | Added |
| Dark Forest Capital Management LP | 3,177 | $138.0K | 0.06% | +3,177 | New |
| Cutler Group LP | 3,599 | $156.0K | 0.01% | −10,180−73.9% | Reduced |
| Optiver Holding B.V. | 4,121 | $179.0K | 0.02% | −3,315−44.6% | Reduced |
| Envestnet Asset Management Inc | 4,652 | $203.0K | 0.00% | +4,652 | New |
| FORA Capital, LLC | 4,689 | $204.0K | 0.04% | +4,689 | New |
| Paloma Partners Management Co | 4,750 | $207.0K | 0.01% | −9,618−66.9% | Reduced |
| Oppenheimer Asset Management Inc. | 4,855 | $211.0K | 0.00% | +4,855 | New |
| Parametrica Management Ltd | 4,988 | $217.0K | 0.16% | −3,279−39.7% | Reduced |
| Henshaw Capital LLC | 5,025 | $218.8K | 0.01% | +5,025 | New |
| Gsa Capital Partners LLP | 5,043 | $220.0K | 0.02% | +5,043 | New |
| HighTower Advisors, LLC | 5,316 | $233.0K | 0.00% | +5,316 | New |
| National Asset Management, Inc. | 5,821 | $254.0K | 0.01% | −237−3.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,892 | $257.0K | 0.07% | +5,892 | New |
| Deltec Asset Management LLC | 6,000 | $261.0K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 6,577 | $293.0K | 0.01% | −666−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 6,864 | $299.0K | 0.01% | +153+2.3% | Added |
| 1832 Asset Management L.P. | 6,717 | $299.0K | 0.00% | +6,717 | New |
| UBS Group AG | 6,879 | $300.0K | 0.00% | −191,488−96.5% | Reduced |
| Federated Hermes, Inc. | 6,970 | $304.0K | 0.00% | −138,581−95.2% | Reduced |
| Occudo Quantitative Strategies LP | 6,994 | $305.0K | 0.05% | +6,994 | New |
| Dimensional Fund Advisors LP | 7,019 | $306.0K | 0.00% | −1,388−16.5% | Reduced |
| Bank of Nova Scotia | 7,200 | $314.0K | 0.00% | +7,200 | New |
| Verition Fund Management LLC | 7,339 | $320.0K | 0.00% | −3,976−35.1% | Reduced |
| American Beacon Advisors, Inc. | 7,538 | $328.0K | 7.71% | +7,538 | New |
| Magnetar Financial LLC | 7,932 | $345.0K | 0.00% | +7,932 | New |
| Miracle Mile Advisors, LLC | 7,958 | $347.0K | 0.02% | −250−3.0% | Reduced |
| Dumac, Inc. | 10,000 | $436.0K | 0.49% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 10,271 | $448.0K | 0.00% | −57,282−84.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,500 | $457.0K | 0.01% | +10,500 | New |
| Tudor Investment Corp Et Al | 11,343 | $494.0K | 0.01% | +11,343 | New |
| Sustainable Growth Advisers, LP | 12,241 | $533.0K | 0.00% | −93,494−88.4% | Reduced |
| Group One Trading, L.P. | 12,244 | $533.0K | 0.01% | +12,244 | New |
| Jane Street Group, LLC | 12,460 | $543.0K | 0.00% | −22,925−64.8% | Reduced |
| Laurion Capital Management LP | 13,239 | $577.0K | 0.01% | +13,239 | New |
| Banco BTG Pactual S.A. | 14,590 | $635.0K | 0.50% | +1,923+15.2% | Added |
| Invesco Ltd. | 14,617 | $637.0K | 0.00% | −312−2.1% | Reduced |
| Qube Research & Technologies Ltd | 15,091 | $657.0K | 0.01% | +4,423+41.5% | Added |
| Squarepoint Ops LLC | 16,568 | $722.0K | 0.01% | +8,667+109.7% | Added |
| Parametric Portfolio Associates LLC | 17,792 | $775.0K | 0.00% | −3,678−17.1% | Reduced |
| Citigroup Inc | 17,847 | $778.0K | 0.00% | −21,394−54.5% | Reduced |
| Susquehanna International Group, LLP | 22,558 | $982.0K | 0.00% | −56,942−71.6% | Reduced |
| First Trust Advisors LP | 22,778 | $992.0K | 0.00% | +3,352+17.3% | Added |
| Engineers Gate Manager LP | 23,603 | $1.03M | 0.07% | −12,818−35.2% | Reduced |
| Voloridge Investment Management, LLC | 23,702 | $1.03M | 0.01% | +23,702 | New |
| Brinker Capital Investments, LLC | 25,006 | $1.09M | 0.01% | +3,207+14.7% | Added |
| Twinbeech Capital LP | 26,997 | $1.18M | 0.14% | −9,423−25.9% | Reduced |
| Utah Retirement Systems | 27,200 | $1.19M | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 28,978 | $1.26M | 0.11% | +22,944+380.2% | Added |
| Paradiem, LLC | 26,762 | $1.27M | 0.39% | +3,073+13.0% | Added |
| Polianta Ltd | 30,400 | $1.32M | 0.69% | +30,400 | New |
| Brown Advisory Inc | 32,907 | $1.43M | 0.00% | +32,907 | New |
| Handelsbanken Fonder AB | 33,300 | $1.45M | 0.01% | −1,100−3.2% | Reduced |
| American Century Companies Inc | 34,517 | $1.50M | 0.00% | −6,405−15.7% | Reduced |
| ExodusPoint Capital Management, LP | 40,153 | $1.75M | 0.03% | +40,153 | New |
| Neuberger Berman Group LLC | 48,654 | $2.08M | 0.00% | +4,165+9.4% | Added |
| Quadrature Capital Ltd | 48,151 | $2.10M | 0.08% | −4,425−8.4% | Reduced |
| Tandem Capital Management Corp | 49,848 | $2.17M | 1.37% | +605+1.2% | Added |
| Candriam Luxembourg S.C.A. | 50,000 | $2.18M | 0.01% | 00.0% | Unchanged |
| F/M Investments LLC | 52,169 | $2.27M | 1.80% | +52,169 | New |
| Wells Fargo & Company | 53,225 | $2.32M | 0.00% | −12,205−18.7% | Reduced |
| Krane Funds Advisors LLC | 62,495 | $2.72M | 0.08% | −13,430−17.7% | Reduced |
| Marshall Wace, LLP | 65,896 | $2.87M | 0.02% | +65,896 | New |
| Deutsche Bank AG | 71,208 | $3.10M | 0.00% | −40,402−36.2% | Reduced |
| Northern Trust Corp | 79,507 | $3.46M | 0.00% | −55,279−41.0% | Reduced |
| Citadel Advisors LLC | 84,763 | $3.69M | 0.00% | +30,547+56.3% | Added |
| Federation des caisses Desjardins du Quebec | 86,910 | $3.78M | 0.04% | +27,399+46.0% | Added |
| Legal & General Group Plc | 94,104 | $4.10M | 0.00% | +2,486+2.7% | Added |
| Credit Suisse AG | 116,966 | $5.09M | 0.00% | −51,983−30.8% | Reduced |
| Vanguard Group Inc | 118,489 | $5.16M | 0.00% | +10,968+10.2% | Added |
| Gavea Investimentos Ltda | 121,308 | $5.28M | 6.84% | +121,308 | New |
| Segantii Capital Management Ltd | 130,000 | $5.66M | 0.18% | +130,000 | New |
| Old Well Partners, LLC | 138,559 | $6.03M | 2.74% | −31,200−18.4% | Reduced |
| Bienville Capital Management, LLC | 150,687 | $6.56M | 2.11% | −5,636−3.6% | Reduced |
| Genoa Capital Gestora de Recursos Ltda. | 154,352 | $6.72M | 11.65% | −81,936−34.7% | Reduced |
| AXA S.A. | 155,830 | $6.79M | 0.02% | +17,428+12.6% | Added |
| Bank of America Corp | 159,946 | $6.96M | 0.00% | −325,636−67.1% | Reduced |
| Man Group plc | 162,069 | $7.06M | 0.02% | +63,310+64.1% | Added |
| Employees Retirement System of Texas | 162,235 | $7.07M | 0.09% | +108,235+200.4% | Added |
| SEI Investments Co | 175,315 | $7.64M | 0.02% | +50,900+40.9% | Added |
| Paradice Investment Management LLC | 190,449 | $8.29M | 0.39% | 00.0% | Unchanged |
| State Street Corp | 190,579 | $8.30M | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 192,876 | $8.40M | 0.09% | +71,416+58.8% | Added |