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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 27,200 | $1.19M | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 26,997 | $1.18M | 0.14% | −9,423−25.9% | Reduced |
| Brinker Capital Investments, LLC | 25,006 | $1.09M | 0.01% | +3,207+14.7% | Added |
| Voloridge Investment Management, LLC | 23,702 | $1.03M | 0.01% | +23,702 | New |
| Engineers Gate Manager LP | 23,603 | $1.03M | 0.07% | −12,818−35.2% | Reduced |
| First Trust Advisors LP | 22,778 | $992.0K | 0.00% | +3,352+17.3% | Added |
| Susquehanna International Group, LLP | 22,558 | $982.0K | 0.00% | −56,942−71.6% | Reduced |
| Citigroup Inc | 17,847 | $778.0K | 0.00% | −21,394−54.5% | Reduced |
| Parametric Portfolio Associates LLC | 17,792 | $775.0K | 0.00% | −3,678−17.1% | Reduced |
| Squarepoint Ops LLC | 16,568 | $722.0K | 0.01% | +8,667+109.7% | Added |
| Qube Research & Technologies Ltd | 15,091 | $657.0K | 0.01% | +4,423+41.5% | Added |
| Invesco Ltd. | 14,617 | $637.0K | 0.00% | −312−2.1% | Reduced |
| Banco BTG Pactual S.A. | 14,590 | $635.0K | 0.50% | +1,923+15.2% | Added |
| Laurion Capital Management LP | 13,239 | $577.0K | 0.01% | +13,239 | New |
| Jane Street Group, LLC | 12,460 | $543.0K | 0.00% | −22,925−64.8% | Reduced |
| 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 |
| Tudor Investment Corp Et Al | 11,343 | $494.0K | 0.01% | +11,343 | New |
| Schonfeld Strategic Advisors LLC | 10,500 | $457.0K | 0.01% | +10,500 | New |
| Bank of New York Mellon Corp | 10,271 | $448.0K | 0.00% | −57,282−84.8% | Reduced |
| Dumac, Inc. | 10,000 | $436.0K | 0.49% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 7,958 | $347.0K | 0.02% | −250−3.0% | Reduced |
| Magnetar Financial LLC | 7,932 | $345.0K | 0.00% | +7,932 | New |
| American Beacon Advisors, Inc. | 7,538 | $328.0K | 7.71% | +7,538 | New |
| Verition Fund Management LLC | 7,339 | $320.0K | 0.00% | −3,976−35.1% | Reduced |
| Bank of Nova Scotia | 7,200 | $314.0K | 0.00% | +7,200 | New |
| Dimensional Fund Advisors LP | 7,019 | $306.0K | 0.00% | −1,388−16.5% | Reduced |
| Occudo Quantitative Strategies LP | 6,994 | $305.0K | 0.05% | +6,994 | New |
| Federated Hermes, Inc. | 6,970 | $304.0K | 0.00% | −138,581−95.2% | Reduced |
| UBS Group AG | 6,879 | $300.0K | 0.00% | −191,488−96.5% | 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 |
| Wolverine Trading, LLC | 6,577 | $293.0K | 0.01% | −666−9.2% | Reduced |
| Deltec Asset Management LLC | 6,000 | $261.0K | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,892 | $257.0K | 0.07% | +5,892 | New |
| National Asset Management, Inc. | 5,821 | $254.0K | 0.01% | −237−3.9% | Reduced |
| HighTower Advisors, LLC | 5,316 | $233.0K | 0.00% | +5,316 | New |
| Gsa Capital Partners LLP | 5,043 | $220.0K | 0.02% | +5,043 | New |
| Henshaw Capital LLC | 5,025 | $218.8K | 0.01% | +5,025 | New |
| Parametrica Management Ltd | 4,988 | $217.0K | 0.16% | −3,279−39.7% | Reduced |
| Oppenheimer Asset Management Inc. | 4,855 | $211.0K | 0.00% | +4,855 | New |
| Paloma Partners Management Co | 4,750 | $207.0K | 0.01% | −9,618−66.9% | Reduced |
| FORA Capital, LLC | 4,689 | $204.0K | 0.04% | +4,689 | New |
| Envestnet Asset Management Inc | 4,652 | $203.0K | 0.00% | +4,652 | New |
| Optiver Holding B.V. | 4,121 | $179.0K | 0.02% | −3,315−44.6% | Reduced |
| Cutler Group LP | 3,599 | $156.0K | 0.01% | −10,180−73.9% | Reduced |
| Dark Forest Capital Management LP | 3,177 | $138.0K | 0.06% | +3,177 | New |
| Advisor Group Holdings, Inc. | 1,368 | $60.0K | 0.00% | +835+156.7% | Added |
| Turim 21 Investimentos Ltda. | 1,200 | $52.0K | 0.02% | +1,200 | New |
| Credit Agricole S A | 880 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 760 | $33.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 712 | $31.0K | 0.00% | −91−11.3% | Reduced |
| Nwi Management LP | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 350 | $15.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 213 | $9.28K | 0.00% | +8+3.9% | Added |
| Quantbot Technologies LP | 224 | $9.00K | 0.00% | −26,730−99.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 158 | $7.00K | 0.00% | 00.0% | Unchanged |
| Amundi | 153 | $7.00K | 0.00% | +153 | New |
| Arkadios Wealth Advisors | 143 | $6.00K | 0.00% | +143 | New |
| IFP Advisors, Inc | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harel Insurance Investments & Financial Services Ltd. | 4,000 | – | – | +4,000 | New |
| Anglepoint Asset Management, Ltd. | 0 | $0 | 0.00% | −2,755,601−100.0% | Sold out |
| Nucleo Capital Ltda. | 0 | $0 | 0.00% | −838,330−100.0% | Sold out |
| Berylson Capital Partners, LLC | 0 | $0 | 0.00% | −343,500−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Atlas Principals, LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −80,855−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −79,471−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −67,954−100.0% | Sold out |
| Inherent Group, LP | 0 | $0 | 0.00% | −60,927−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,211−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Newfoundland Capital Management | 0 | $0 | 0.00% | −15,550−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,249−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −7,040−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,312−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −6,117−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,993−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |