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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, Q4 2021

Institutional positions in XP Inc. as of Dec 31, 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
234
+66 vs. Q3 2021
Shares held
254.8M
+69.7M (+37.7%) vs. Q3 2021
Total value
$7.32B
−$112.7M (−1.5%) vs. Q3 2021
New holders
105
82 more added
Sold out
39
40 more reduced

Compare with Q3 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.

Institutional holdersQ4 2021: 234 institutions
Q1 2021: 149 institutionsQ2 2021: 166 institutionsQ3 2021: 168 institutionsQ4 2021: 234 institutionsQ1 2022: 237 institutionsQ2 2022: 200 institutionsQ3 2022: 200 institutionsQ4 2022: 199 institutionsQ1 2023: 192 institutionsQ2 2023: 225 institutionsQ3 2023: 258 institutionsQ4 2023: 301 institutionsQ1 2024: 299 institutionsQ2 2024: 265 institutionsQ3 2024: 292 institutionsQ4 2024: 294 institutionsQ1 2025: 296 institutionsQ2 2025: 313 institutionsQ3 2025: 328 institutionsQ4 2025: 343 institutionsQ1 2026: 359 institutionsQ2 2026: 321 institutions
Value heldQ4 2021: $7.32B
Q1 2021: $6.85BQ2 2021: $7.92BQ3 2021: $7.43BQ4 2021: $7.32BQ1 2022: $8.16BQ2 2022: $4.71BQ3 2022: $5.00BQ4 2022: $4.39BQ1 2023: $3.45BQ2 2023: $6.67BQ3 2023: $6.44BQ4 2023: $7.62BQ1 2024: $8.13BQ2 2024: $5.47BQ3 2024: $6.21BQ4 2024: $4.15BQ1 2025: $4.68BQ2 2025: $6.96BQ3 2025: $6.45BQ4 2025: $5.72BQ1 2026: $6.33BQ2 2026: $5.42B
Institutions holding XP and their total value by quarter
QuarterHoldersValue
Q2 2026321$5.42B
Q1 2026359$6.33B
Q4 2025343$5.72B
Q3 2025328$6.45B
Q2 2025313$6.96B
Q1 2025296$4.68B
Q4 2024294$4.15B
Q3 2024292$6.21B
Q2 2024265$5.47B
Q1 2024299$8.13B
Q4 2023301$7.62B
Q3 2023258$6.44B
Q2 2023225$6.67B
Q1 2023192$3.45B
Q4 2022199$4.39B
Q3 2022200$5.00B
Q2 2022200$4.71B
Q1 2022237$8.16B
Q4 2021234$7.32B
Q3 2021168$7.43B
Q2 2021166$7.92B
Q1 2021149$6.85B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q3 2021.

Institutions holding XP in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP15$00.00%00.0%Unchanged
Van Eck Associates Corp4$00.00%+4New
Whittier Trust Co12$00.00%+12New
Lazard Asset Management LLC3$00.00%+3New
AlphaMark Advisors, LLC1$00.00%+1New
Johnson Financial Group, Inc.3$00.00%+3New
Cutler Group LP2$00.00%+2New
Sargent Bickham Lagudis LLC5$00.00%+5New
Dixon Hughes Goodman Wealth Advisors LLC7$00.00%+7New
Financial Connections Group, Inc.9$00.00%+9New
Tyler-Stone Wealth Management4$00.00%+4New
FinTrust Capital Advisors, LLC34$1.00K0.00%−3,966−99.2%Reduced
Thomas J. Herzfeld Advisors, Inc.44$1.00K0.00%+12+37.5%Added
Parallel Advisors, LLC52$1.00K0.00%+31+147.6%Added
Northwestern Mutual Wealth Management Co30$1.00K0.00%+30New
Okabena Investment Services Inc39$1.00K0.00%+39New
Ancora Advisors, LLC28$1.00K0.00%+28New
Sageworth Trust Co38$1.00K0.00%+38New
SRS Capital Advisors, Inc.42$1.00K0.00%+42New
Castle Financial & Retirement Planning Associates, Inc.16$1.00K0.00%+16New
Fieldpoint Private Securities, LLC26$1.00K0.00%+26New
Bell Investment Advisors, Inc19$1.00K0.00%+19New
CoreCap Advisors, LLC20$1.00K0.00%+20New
Proequities, Inc.75$2.00K0.00%+75New
Brown Brothers Harriman & Co60$2.00K0.00%+60New
Signaturefd, LLC64$2.00K0.00%+64New
TD Capital Management LLC69$2.00K0.00%+69New
Standard Family Office LLC78$2.00K0.02%+78New
State of Wyoming117$3.00K0.00%+116+11,600.0%Added
DekaBank Deutsche Girozentrale96$3.00K0.00%+96New
Pinnacle Bancorp, Inc.101$3.00K0.00%+101New
Snowden Capital Advisors LLC112$3.00K0.00%+112New
Huntington National Bank139$4.00K0.00%+139New
Sageworth Trust Co of South Dakota122$4.00K0.01%+122New
Platinum Investment Management Ltd159$5.00K0.00%+159New
Parallax Volatility Advisers, L.P.207$6.00K0.00%−15,906−98.7%Reduced
Umb Bank N A204$6.00K0.00%+204New
Investors Research Corp204$6.00K0.00%+204New
American Portfolios Advisors215$6.18K0.00%+2+0.9%Added
Wolff Wiese Magana LLC250$7.00K0.00%+250New
Compagnie Lombard Odier SCmA280$8.00K0.00%+280New
Quadrant Capital Group LLC288$8.00K0.00%+288New
Pin Oak Investment Advisors Inc349$10.0K0.01%+349New
Carroll Financial Associates, Inc.338$10.0K0.00%+338New
Koshinski Asset Management, Inc.397$11.4K0.00%+397New
First Horizon Advisors, Inc.549$15.0K0.00%+549New
Advisors Asset Management, Inc.569$16.4K0.00%+569New
Mondrian Investment Partners LTD689$20.0K0.00%+689New
Eagle Bay Advisors LLC680$20.0K0.01%+680New
BIT Capital GmbH750$21.6K0.00%−57,624−98.7%Reduced
Harbor Investment Advisory, LLC760$22.0K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.763$22.0K0.00%+763New
Credit Agricole S A1,165$33.0K0.00%+285+32.4%Added
TD Private Client Wealth LLC1,197$34.4K0.00%+1,197New
Captrust Financial Advisors1,307$38.0K0.00%+1,307New
Toronto Dominion Bank1,555$45.0K0.00%+1,555New
Amundi1,765$52.0K0.00%+1,520+620.4%Added
IFP Advisors, Inc2,294$65.0K0.00%−94−3.9%Reduced
Eaton Vance Management2,919$84.0K0.00%+2,919New
The PNC Financial Services Group, Inc.3,057$86.0K0.00%+3,057New
Rockefeller Capital Management L.P.3,530$101.0K0.00%+3,119+758.9%Added
SG Americas Securities, LLC3,610$104.0K0.00%+3,610New
Tower Research Capital LLC (TRC)3,663$105.0K0.00%+3,663New
Advisor Group Holdings, Inc.4,807$137.0K0.00%−1,686−26.0%Reduced
Longfellow Investment Management Co LLC6,385$184.0K0.03%+6,385New
Tudor Investment Corp Et Al7,048$203.0K0.00%+7,048New
Schechter Investment Advisors, LLC7,052$203.0K0.02%+7,052New
Verition Fund Management LLC7,100$204.0K0.00%+1,701+31.5%Added
Centiva Capital, LP7,214$207.0K0.01%−8,537−54.2%Reduced
Federated Hermes, Inc.7,901$227.0K0.00%−7,902−50.0%Reduced
New York State Common Retirement Fund7,987$230.0K0.00%+7,987New
Wealth Alliance8,555$246.0K0.05%+8,555New
Baader Bank INC8,600$247.0K0.02%+8,600New
Comerica Bank8,119$250.0K0.00%+8,119New
1832 Asset Management L.P.8,753$253.0K0.00%+2,173+33.0%Added
Keybank National Association8,812$253.0K0.00%+8,812New
AlphaCrest Capital Management LLC9,300$267.0K0.01%−3,600−27.9%Reduced
Fifth Third Bancorp9,308$268.0K0.00%+9,308New
Deltec Asset Management LLC9,645$277.0K0.05%+2,645+37.8%Added
Dumac, Inc.10,000$287.0K0.92%00.0%Unchanged
Truist Financial Corp9,983$287.0K0.00%+9,983New
American Century Companies Inc10,101$290.0K0.00%−338,609−97.1%Reduced
Dimensional Fund Advisors LP10,537$303.0K0.00%+1,909+22.1%Added
Exchange Traded Concepts, LLC10,891$313.0K0.01%+10,466+2,462.6%Added
Bank of Montreal10,941$313.0K0.00%+10,941New
American Beacon Advisors, Inc.11,104$319.0K8.83%+11,104New
PEAK6 Investments LLC12,379$356.0K0.01%+12,379New
First Trust Advisors LP13,020$374.0K0.00%−274,956−95.5%Reduced
Squarepoint Ops LLC13,382$385.0K0.00%+13,382New
Cambiar Investors LLC13,596$391.0K0.01%+13,596New
Congress Wealth Management LLC14,766$424.0K0.01%+14,766New
FNY Investment Advisers, LLC15,000$431.0K0.23%+15,000New
Principal Financial Group Inc15,729$452.0K0.00%+15,729New
UBS Asset Management Americas Inc16,458$473.0K0.00%+4,953+43.1%Added
Millennium Management LLC16,866$485.0K0.00%−328,122−95.1%Reduced
Wolverine Trading, LLC18,065$516.0K0.01%+589+3.4%Added
Bayesian Capital Management, LP20,648$593.0K0.19%+20,648New
Storebrand Asset Management AS21,623$621.4K0.00%+21,623New
Brinker Capital Investments, LLC22,743$654.0K0.01%−2,263−9.0%Reduced
CIBC World Markets Inc.23,168$666.0K0.00%+5,708+32.7%Added