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, Q3 2021
Institutional positions in XP Inc. as of Sep 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
- 168
- +2 vs. Q2 2021
- Shares held
- 185.1M
- +2.90M (+1.6%) vs. Q2 2021
- Total value
- $7.43B
- −$491.7M (−6.2%) vs. Q2 2021
- New holders
- 30
- 66 more added
- Sold out
- 28
- 52 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 1 | $0 | 0.00% | −11−91.7% | Reduced |
| Harbour Investments, Inc. | 12 | $0 | 0.00% | +12 | New |
| 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 |
| Gemmer Asset Management LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 183 | $7.00K | 0.00% | +25+15.8% | Added |
| American Portfolios Advisors | 213 | $8.56K | 0.00% | 00.0% | Unchanged |
| Amundi | 245 | $10.0K | 0.00% | +92+60.1% | Added |
| Rockefeller Capital Management L.P. | 411 | $16.0K | 0.00% | +61+17.4% | Added |
| Exchange Traded Concepts, LLC | 425 | $17.0K | 0.00% | +425 | New |
| Royal Bank of Canada | 717 | $29.0K | 0.00% | +5+0.7% | Added |
| Liberty Wealth Management LLC | 894 | $29.0K | 0.01% | +894 | New |
| Harbor Investment Advisory, LLC | 760 | $31.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 880 | $35.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,200 | $48.0K | 0.02% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,000 | $80.0K | 0.02% | +2,000 | New |
| IFP Advisors, Inc | 2,388 | $96.0K | 0.00% | +2,300+2,613.6% | Added |
| Citigroup Inc | 3,354 | $136.0K | 0.00% | −14,493−81.2% | Reduced |
| FinTrust Capital Advisors, LLC | 4,000 | $161.0K | 0.04% | +4,000 | New |
| Verition Fund Management LLC | 5,399 | $217.0K | 0.00% | −1,940−26.4% | Reduced |
| Jump Financial, LLC | 5,570 | $224.0K | 0.02% | +5,570 | New |
| Bridgefront Capital, LLC | 6,038 | $243.0K | 0.25% | +6,038 | New |
| Trexquant Investment LP | 6,073 | $244.0K | 0.02% | −22,905−79.0% | Reduced |
| HighTower Advisors, LLC | 6,383 | $257.0K | 0.00% | +1,067+20.1% | Added |
| Parametrica Management Ltd | 6,446 | $259.0K | 0.19% | +1,458+29.2% | Added |
| Advisor Group Holdings, Inc. | 6,493 | $261.0K | 0.00% | +5,125+374.6% | Added |
| 1832 Asset Management L.P. | 6,580 | $272.0K | 0.00% | −137−2.0% | Reduced |
| Blueshift Asset Management, LLC | 6,769 | $272.0K | 0.02% | +6,769 | New |
| Deltec Asset Management LLC | 7,000 | $281.0K | 0.04% | +1,000+16.7% | Added |
| Envestnet Asset Management Inc | 7,715 | $310.0K | 0.00% | +3,063+65.8% | Added |
| Miracle Mile Advisors, LLC | 7,839 | $315.0K | 0.02% | −119−1.5% | Reduced |
| Prelude Capital Management, LLC | 8,011 | $322.0K | 0.02% | +8,011 | New |
| Dimensional Fund Advisors LP | 8,628 | $347.0K | 0.00% | +1,609+22.9% | Added |
| Pearl River Capital, LLC | 9,316 | $374.0K | 0.10% | +9,316 | New |
| Sciencast Management LP | 11,285 | $394.0K | 0.11% | +11,285 | New |
| Schonfeld Strategic Advisors LLC | 9,906 | $397.0K | 0.00% | −594−5.7% | Reduced |
| Dumac, Inc. | 10,000 | $402.0K | 0.69% | 00.0% | Unchanged |
| US Bancorp | 10,263 | $412.0K | 0.00% | +10,263 | New |
| Banco BTG Pactual S.A. | 11,068 | $445.0K | 0.19% | −3,522−24.1% | Reduced |
| UBS Asset Management Americas Inc | 11,505 | $462.2K | 0.00% | −348,753−96.8% | Reduced |
| PDT Partners, LLC | 11,608 | $466.0K | 0.03% | +11,608 | New |
| Bank of New York Mellon Corp | 11,998 | $482.0K | 0.00% | +1,727+16.8% | Added |
| Paloma Partners Management Co | 12,632 | $507.0K | 0.02% | +7,882+165.9% | Added |
| AlphaCrest Capital Management LLC | 12,900 | $518.0K | 0.03% | +12,900 | New |
| Laurion Capital Management LP | 13,239 | $532.0K | 0.01% | 00.0% | Unchanged |
| HAP Trading, LLC | 13,241 | $532.0K | 0.04% | +13,241 | New |
| Qube Research & Technologies Ltd | 14,195 | $570.0K | 0.01% | −896−5.9% | Reduced |
| Oppenheimer Asset Management Inc. | 14,385 | $578.0K | 0.01% | +9,530+196.3% | Added |
| Invesco Ltd. | 14,927 | $600.0K | 0.00% | +310+2.1% | Added |
| Centiva Capital, LP | 15,751 | $632.0K | 0.05% | +15,751 | New |
| Federated Hermes, Inc. | 15,803 | $635.0K | 0.00% | +8,833+126.7% | Added |
| Parallax Volatility Advisers, L.P. | 16,113 | $647.0K | 0.01% | +16,113 | New |
| Parametric Portfolio Associates LLC | 16,432 | $660.0K | 0.00% | −1,360−7.6% | Reduced |
| Fox Run Management, L.L.C. | 16,943 | $681.0K | 0.43% | +16,943 | New |
| CIBC World Markets Inc. | 17,460 | $701.0K | 0.00% | +17,460 | New |
| Wolverine Trading, LLC | 17,476 | $718.0K | 0.01% | +10,899+165.7% | Added |
| Magnetar Financial LLC | 18,963 | $762.0K | 0.01% | +11,031+139.1% | Added |
| Virtu Financial LLC | 19,082 | $767.0K | 0.07% | +19,082 | New |
| Occudo Quantitative Strategies LP | 23,423 | $941.0K | 0.11% | +16,429+234.9% | Added |
| Utah Retirement Systems | 25,000 | $1.00M | 0.01% | −2,200−8.1% | Reduced |
| Brinker Capital Investments, LLC | 25,006 | $1.09M | 0.02% | 00.0% | Unchanged |
| Paradiem, LLC | 35,218 | $1.16M | 0.34% | +8,456+31.6% | Added |
| Caption Management, LLC | 28,800 | $1.16M | 0.08% | +28,800 | New |
| Credit Suisse AG | 32,497 | $1.30M | 0.00% | −84,469−72.2% | Reduced |
| Synovus Financial Corp | 34,757 | $1.40M | 0.01% | +34,757 | New |
| Handelsbanken Fonder AB | 36,300 | $1.46M | 0.01% | +3,000+9.0% | Added |
| Wells Fargo & Company | 43,252 | $1.74M | 0.00% | −9,973−18.7% | Reduced |
| Brown Advisory Inc | 45,229 | $1.82M | 0.00% | +12,322+37.4% | Added |
| Northern Trust Corp | 45,566 | $1.83M | 0.00% | −33,941−42.7% | Reduced |
| Jane Street Group, LLC | 45,804 | $1.84M | 0.00% | +33,344+267.6% | Added |
| Goldman Sachs Group Inc | 46,703 | $1.88M | 0.00% | −152,587−76.6% | Reduced |
| Krane Funds Advisors LLC | 49,072 | $1.97M | 0.04% | −13,423−21.5% | Reduced |
| Tandem Capital Management Corp | 50,098 | $2.01M | 1.27% | +250+0.5% | Added |
| Quadrature Capital Ltd | 50,205 | $2.02M | 0.07% | +2,054+4.3% | Added |
| Voloridge Investment Management, LLC | 50,207 | $2.02M | 0.01% | +26,505+111.8% | Added |
| Neuberger Berman Group LLC | 52,338 | $2.06M | 0.00% | +3,684+7.6% | Added |
| Dynamic Technology Lab Private Ltd | 51,240 | $2.06M | 0.25% | +51,240 | New |
| ExodusPoint Capital Management, LP | 58,212 | $2.34M | 0.04% | +18,059+45.0% | Added |
| BIT Capital GmbH | 58,374 | $2.34M | 0.14% | −177,816−75.3% | Reduced |
| Itau Unibanco Holding S.A. | 77,415 | $3.11M | 0.17% | −664,342−89.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 86,591 | $3.48M | 0.04% | −319−0.4% | Reduced |
| Renaissance Capital LLC | 93,193 | $3.74M | 0.75% | −127,461−57.8% | Reduced |
| Legal & General Group Plc | 93,700 | $3.76M | 0.00% | −404−0.4% | Reduced |
| Deutsche Bank AG | 97,412 | $3.91M | 0.00% | +26,204+36.8% | Added |
| Citadel Advisors LLC | 99,041 | $3.98M | 0.00% | +14,278+16.8% | Added |
| UBS Group AG | 109,362 | $4.39M | 0.00% | +102,483+1,489.8% | Added |
| Candriam Luxembourg S.C.A. | 124,000 | $4.98M | 0.03% | +74,000+148.0% | Added |
| Vanguard Group Inc | 129,921 | $5.22M | 0.00% | +11,432+9.6% | Added |
| Old Well Partners, LLC | 138,559 | $5.57M | 2.87% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 151,656 | $6.09M | 0.00% | +151,656 | New |
| AXA S.A. | 155,006 | $6.23M | 0.02% | −824−0.5% | Reduced |
| Employees Retirement System of Texas | 155,524 | $6.25M | 0.07% | −6,711−4.1% | Reduced |
| Assenagon Asset Management S.A. | 160,516 | $6.45M | 0.03% | −1,147,618−87.7% | Reduced |
| Man Group plc | 161,965 | $6.51M | 0.02% | −104−0.1% | Reduced |
| Genoa Capital Gestora de Recursos Ltda. | 175,569 | $7.05M | 34.01% | +21,217+13.7% | Added |
| Bank of America Corp | 177,790 | $7.14M | 0.00% | +17,844+11.2% | Added |
| Penserra Capital Management LLC | 184,295 | $7.40M | 0.15% | −20,360−9.9% | Reduced |
| Paradice Investment Management LLC | 190,449 | $7.65M | 0.35% | 00.0% | Unchanged |
| State Street Corp | 197,848 | $7.95M | 0.00% | +7,269+3.8% | Added |