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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 25,019 | $719.0K | 0.01% | +25,019 | New |
| Citigroup Inc | 26,214 | $754.0K | 0.00% | +22,860+681.6% | Added |
| Parametric Portfolio Associates LLC | 26,486 | $761.0K | 0.00% | +10,054+61.2% | Added |
| Banco BTG Pactual S.A. | 27,062 | $778.0K | 2.27% | +15,994+144.5% | Added |
| US Bancorp | 29,166 | $837.0K | 0.00% | +18,903+184.2% | Added |
| Wells Fargo & Company | 33,150 | $953.0K | 0.00% | −10,102−23.4% | Reduced |
| Engineers Gate Manager LP | 35,756 | $1.03M | 0.05% | +35,756 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,146 | $1.06M | 0.00% | +37,146 | New |
| Thornburg Investment Management Inc | 37,020 | $1.06M | 0.01% | −216,294−85.4% | Reduced |
| Paradiem, LLC | 33,248 | $1.11M | 0.36% | −1,970−5.6% | Reduced |
| Utah Retirement Systems | 40,800 | $1.17M | 0.01% | +15,800+63.2% | Added |
| Handelsbanken Fonder AB | 41,700 | $1.20M | 0.01% | +5,400+14.9% | Added |
| Invesco Ltd. | 42,379 | $1.22M | 0.00% | +27,452+183.9% | Added |
| Oppenheimer Asset Management Inc. | 44,829 | $1.29M | 0.02% | +30,444+211.6% | Added |
| Aigen Investment Management, LP | 43,850 | $1.29M | 0.08% | +43,850 | New |
| INCA Investments LLC | 46,187 | $1.33M | 0.86% | +46,187 | New |
| Tandem Capital Management Corp | 49,108 | $1.41M | 0.81% | −990−2.0% | Reduced |
| Neuberger Berman Group LLC | 52,032 | $1.46M | 0.00% | −306−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 51,615 | $1.48M | 0.01% | −72,385−58.4% | Reduced |
| HSBC Holdings PLC | 56,214 | $1.62M | 0.00% | +56,214 | New |
| Citadel Advisors LLC | 59,104 | $1.70M | 0.00% | −39,937−40.3% | Reduced |
| Royal Bank of Canada | 62,023 | $1.78M | 0.00% | +61,306+8,550.3% | Added |
| Envestnet Asset Management Inc | 70,799 | $2.04M | 0.00% | +63,084+817.7% | Added |
| Twinbeech Capital LP | 71,844 | $2.06M | 0.12% | +71,844 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 74,862 | $2.14M | 0.03% | +74,862 | New |
| Brookfield Asset Management Inc. | 75,000 | $2.16M | 0.01% | +75,000 | New |
| Channing Global Advisors, LLC | 76,198 | $2.19M | 2.08% | +76,198 | New |
| Norges Bank | 77,940 | $2.24M | 0.00% | −1,603,709−95.4% | Reduced |
| Krane Funds Advisors LLC | 78,948 | $2.27M | 0.06% | +29,876+60.9% | Added |
| Federation des caisses Desjardins du Quebec | 85,849 | $2.47M | 0.02% | −742−0.9% | Reduced |
| Voloridge Investment Management, LLC | 85,979 | $2.47M | 0.01% | +35,772+71.2% | Added |
| Natixis Advisors, L.P. | 88,074 | $2.53M | 0.01% | +88,074 | New |
| Synovus Financial Corp | 89,553 | $2.57M | 0.03% | +54,796+157.7% | Added |
| Credit Suisse AG | 91,622 | $2.63M | 0.00% | +59,125+181.9% | Added |
| Northern Trust Corp | 93,348 | $2.68M | 0.00% | +47,782+104.9% | Added |
| Compass Group LLC | 100,000 | $2.87M | 1.11% | +100,000 | New |
| Madison Asset Management, LLC | 106,333 | $3.06M | 0.04% | +106,333 | New |
| UBS Group AG | 108,855 | $3.13M | 0.00% | −507−0.5% | Reduced |
| AXA S.A. | 111,450 | $3.20M | 0.01% | −43,556−28.1% | Reduced |
| Orbis Allan Gray Ltd | 112,766 | $3.24M | 0.02% | +112,766 | New |
| Calamos Advisors LLC | 119,562 | $3.44M | 0.01% | +119,562 | New |
| Renaissance Capital LLC | 128,888 | $3.70M | 0.95% | +35,695+38.3% | Added |
| Trexquant Investment LP | 133,550 | $3.84M | 0.24% | +127,477+2,099.1% | Added |
| Paradice Investment Management LLC | 138,358 | $3.98M | 0.17% | −52,091−27.4% | Reduced |
| Pendal Group Limited | 151,288 | $4.35M | 0.03% | −1,304,936−89.6% | Reduced |
| Thomas White International Ltd | 151,697 | $4.36M | 0.69% | +151,697 | New |
| Bank of New York Mellon Corp | 154,076 | $4.43M | 0.00% | +142,078+1,184.2% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 161,799 | $4.65M | 0.05% | +161,799 | New |
| Paloma Partners Management Co | 162,025 | $4.66M | 0.15% | +149,393+1,182.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 163,505 | $4.70M | 0.94% | +163,505 | New |
| Newfoundland Capital Management | 164,855 | $4.74M | 6.74% | +164,855 | New |
| Bank of America Corp | 165,680 | $4.76M | 0.00% | −12,110−6.8% | Reduced |
| Legal & General Group Plc | 166,611 | $4.79M | 0.00% | +72,911+77.8% | Added |
| Man Group plc | 170,288 | $4.89M | 0.02% | +8,323+5.1% | Added |
| ADAMCAPITAL Gestao de Recursos Ltda. | 174,988 | $5.03M | 1.11% | +174,988 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 200,000 | $5.75M | 0.01% | 00.0% | Unchanged |
| Indus Capital Partners, LLC | 200,867 | $5.77M | 1.41% | +200,867 | New |
| Vanguard Group Inc | 227,253 | $6.53M | 0.00% | +97,332+74.9% | Added |
| Deutsche Bank AG | 250,984 | $7.21M | 0.00% | +153,572+157.7% | Added |
| Penserra Capital Management LLC | 253,295 | $7.28M | 0.16% | +69,000+37.4% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 253,367 | $7.28M | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 257,169 | $7.39M | 0.06% | +257,169 | New |
| Susquehanna International Group, LLP | 258,030 | $7.42M | 0.01% | −338,010−56.7% | Reduced |
| Jarislowsky, Fraser Ltd | 264,441 | $7.60M | 0.04% | +264,441 | New |
| Seafarer Capital Partners, LLC | 264,562 | $7.60M | 4.25% | +264,562 | New |
| Geode Capital Management, LLC | 297,681 | $8.55M | 0.00% | −2,023−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 326,574 | $9.39M | 0.09% | +121,065+58.9% | Added |
| Earnest Partners LLC | 326,770 | $9.39M | 0.05% | +326,770 | New |
| Nordea Investment Management AB | 350,594 | $10.1M | 0.01% | +62,820+21.8% | Added |
| State Street Corp | 359,327 | $10.3M | 0.00% | +161,479+81.6% | Added |
| Ghisallo Capital Management LLC | 365,073 | $10.5M | 0.52% | +140,000+62.2% | Added |
| Standard Life Aberdeen plc | 386,039 | $11.1M | 0.02% | +85,235+28.3% | Added |
| APG Asset Management N.V. | 495,326 | $12.5M | 0.02% | +495,326 | New |
| JPMorgan Chase & Co | 455,768 | $13.1M | 0.00% | −276,467−37.8% | Reduced |
| Jane Street Group, LLC | 461,442 | $13.3M | 0.03% | +415,638+907.4% | Added |
| Baillie Gifford & Co | 465,262 | $13.4M | 0.01% | +465,262 | New |
| Fisher Asset Management, LLC | 492,906 | $14.2M | 0.01% | +492,906 | New |
| Kapitalo Investimentos Ltda | 534,197 | $15.4M | 17.87% | −1,110,774−67.5% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 678,980 | $16.7M | 7.79% | −76,205−10.1% | Reduced |
| Assenagon Asset Management S.A. | 618,265 | $17.8M | 0.07% | +457,749+285.2% | Added |
| Marshall Wace, LLP | 625,924 | $18.0M | 0.04% | −155,261−19.9% | Reduced |
| ThornTree Capital Partners LP | 631,893 | $18.2M | 3.52% | +16,330+2.7% | Added |
| USS Investment Management Ltd | 654,299 | $18.8M | 0.15% | +88,656+15.7% | Added |
| Gilder Gagnon Howe & Co LLC | 660,309 | $19.0M | 0.11% | +4,832+0.7% | Added |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 660,312 | $19.0M | 0.18% | +660,312 | New |
| California Public Employees Retirement System | 683,368 | $19.6M | 0.01% | +251,621+58.3% | Added |
| SEI Investments Co | 710,072 | $20.4M | 0.04% | +347,825+96.0% | Added |
| Bessemer Group Inc | 740,961 | $21.3M | 0.04% | 00.0% | Unchanged |
| BlackRock Inc. | 753,897 | $21.7M | 0.00% | +387,703+105.9% | Added |
| LMR Partners LLP | 865,366 | $24.9M | 0.33% | +446,882+106.8% | Added |
| Verde Servicos Internacionais S.A. | 871,917 | $25.1M | 3.15% | −211,657−19.5% | Reduced |
| Gavea Investimentos Ltda | 901,768 | $25.9M | 23.33% | +670,000+289.1% | Added |
| Franklin Resources Inc | 1,026,159 | $29.5M | 0.01% | +748,551+269.6% | Added |
| Itau Unibanco Holding S.A. | 1,109,119 | $31.5M | 1.07% | +1,031,704+1,332.7% | Added |
| Dynamo Internacional Gestao de Recursos Ltda. | 1,136,103 | $32.7M | 3.39% | +270,986+31.3% | Added |
| WCM Investment Management, LLC | 1,174,476 | $33.8M | 0.08% | −7,901−0.7% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 1,175,140 | $33.8M | 8.32% | +802,129+215.0% | Added |
| Cartica Management, LLC | 1,205,717 | $34.7M | 7.34% | +228,000+23.3% | Added |
| AMS Capital Ltda | 1,240,000 | $35.6M | 7.97% | +1,240,000 | New |
| Adage Capital Partners GP, L.L.C. | 1,242,243 | $35.7M | 0.06% | +1,242,243 | New |