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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 43,252 | $1.74M | 0.00% | −9,973−18.7% | Reduced |
| Handelsbanken Fonder AB | 36,300 | $1.46M | 0.01% | +3,000+9.0% | Added |
| Synovus Financial Corp | 34,757 | $1.40M | 0.01% | +34,757 | New |
| Credit Suisse AG | 32,497 | $1.30M | 0.00% | −84,469−72.2% | Reduced |
| 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 |
| Brinker Capital Investments, LLC | 25,006 | $1.09M | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 25,000 | $1.00M | 0.01% | −2,200−8.1% | Reduced |
| Occudo Quantitative Strategies LP | 23,423 | $941.0K | 0.11% | +16,429+234.9% | Added |
| Virtu Financial LLC | 19,082 | $767.0K | 0.07% | +19,082 | New |
| Magnetar Financial LLC | 18,963 | $762.0K | 0.01% | +11,031+139.1% | Added |
| Wolverine Trading, LLC | 17,476 | $718.0K | 0.01% | +10,899+165.7% | Added |
| CIBC World Markets Inc. | 17,460 | $701.0K | 0.00% | +17,460 | New |
| Fox Run Management, L.L.C. | 16,943 | $681.0K | 0.43% | +16,943 | New |
| Parametric Portfolio Associates LLC | 16,432 | $660.0K | 0.00% | −1,360−7.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 16,113 | $647.0K | 0.01% | +16,113 | New |
| Federated Hermes, Inc. | 15,803 | $635.0K | 0.00% | +8,833+126.7% | Added |
| Centiva Capital, LP | 15,751 | $632.0K | 0.05% | +15,751 | New |
| Invesco Ltd. | 14,927 | $600.0K | 0.00% | +310+2.1% | Added |
| Oppenheimer Asset Management Inc. | 14,385 | $578.0K | 0.01% | +9,530+196.3% | Added |
| Qube Research & Technologies Ltd | 14,195 | $570.0K | 0.01% | −896−5.9% | Reduced |
| 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 |
| AlphaCrest Capital Management LLC | 12,900 | $518.0K | 0.03% | +12,900 | New |
| Paloma Partners Management Co | 12,632 | $507.0K | 0.02% | +7,882+165.9% | Added |
| Bank of New York Mellon Corp | 11,998 | $482.0K | 0.00% | +1,727+16.8% | Added |
| PDT Partners, LLC | 11,608 | $466.0K | 0.03% | +11,608 | New |
| UBS Asset Management Americas Inc | 11,505 | $462.2K | 0.00% | −348,753−96.8% | Reduced |
| Banco BTG Pactual S.A. | 11,068 | $445.0K | 0.19% | −3,522−24.1% | Reduced |
| US Bancorp | 10,263 | $412.0K | 0.00% | +10,263 | New |
| Dumac, Inc. | 10,000 | $402.0K | 0.69% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 9,906 | $397.0K | 0.00% | −594−5.7% | Reduced |
| Sciencast Management LP | 11,285 | $394.0K | 0.11% | +11,285 | New |
| Pearl River Capital, LLC | 9,316 | $374.0K | 0.10% | +9,316 | New |
| Dimensional Fund Advisors LP | 8,628 | $347.0K | 0.00% | +1,609+22.9% | Added |
| Prelude Capital Management, LLC | 8,011 | $322.0K | 0.02% | +8,011 | New |
| Miracle Mile Advisors, LLC | 7,839 | $315.0K | 0.02% | −119−1.5% | Reduced |
| Envestnet Asset Management Inc | 7,715 | $310.0K | 0.00% | +3,063+65.8% | Added |
| Deltec Asset Management LLC | 7,000 | $281.0K | 0.04% | +1,000+16.7% | 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 |
| Advisor Group Holdings, Inc. | 6,493 | $261.0K | 0.00% | +5,125+374.6% | Added |
| Parametrica Management Ltd | 6,446 | $259.0K | 0.19% | +1,458+29.2% | Added |
| HighTower Advisors, LLC | 6,383 | $257.0K | 0.00% | +1,067+20.1% | Added |
| Trexquant Investment LP | 6,073 | $244.0K | 0.02% | −22,905−79.0% | Reduced |
| Bridgefront Capital, LLC | 6,038 | $243.0K | 0.25% | +6,038 | New |
| Jump Financial, LLC | 5,570 | $224.0K | 0.02% | +5,570 | New |
| Verition Fund Management LLC | 5,399 | $217.0K | 0.00% | −1,940−26.4% | Reduced |
| FinTrust Capital Advisors, LLC | 4,000 | $161.0K | 0.04% | +4,000 | New |
| Citigroup Inc | 3,354 | $136.0K | 0.00% | −14,493−81.2% | Reduced |
| IFP Advisors, Inc | 2,388 | $96.0K | 0.00% | +2,300+2,613.6% | Added |
| Cahill Financial Advisors Inc | 2,000 | $80.0K | 0.02% | +2,000 | New |
| Turim 21 Investimentos Ltda. | 1,200 | $48.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 880 | $35.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 760 | $31.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 717 | $29.0K | 0.00% | +5+0.7% | Added |
| Liberty Wealth Management LLC | 894 | $29.0K | 0.01% | +894 | New |
| Exchange Traded Concepts, LLC | 425 | $17.0K | 0.00% | +425 | New |
| Rockefeller Capital Management L.P. | 411 | $16.0K | 0.00% | +61+17.4% | Added |
| Amundi | 245 | $10.0K | 0.00% | +92+60.1% | Added |
| American Portfolios Advisors | 213 | $8.56K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 183 | $7.00K | 0.00% | +25+15.8% | Added |
| Gemmer Asset Management LLC | 60 | $2.00K | 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 | 1 | $0 | 0.00% | −11−91.7% | Reduced |
| Harbour Investments, Inc. | 12 | $0 | 0.00% | +12 | New |
| Vontobel Asset Management Inc | 0 | $0 | 0.00% | −2,687,759−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −402,275−100.0% | Sold out |
| Compass Group LLC | 0 | $0 | 0.00% | −350,061−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −270,478−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −150,687−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −52,169−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −30,400−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −26,997−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,603−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,568−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −12,244−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,343−100.0% | Sold out |
| American Beacon Advisors, Inc. | 0 | $0 | 0.00% | −7,538−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −6,864−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,892−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,043−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −5,025−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,689−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −4,121−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| Nwi Management LP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |