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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 91,622 | $2.63M | 0.00% | +59,125+181.9% | Added |
| Synovus Financial Corp | 89,553 | $2.57M | 0.03% | +54,796+157.7% | Added |
| Natixis Advisors, L.P. | 88,074 | $2.53M | 0.01% | +88,074 | New |
| Voloridge Investment Management, LLC | 85,979 | $2.47M | 0.01% | +35,772+71.2% | Added |
| Federation des caisses Desjardins du Quebec | 85,849 | $2.47M | 0.02% | −742−0.9% | Reduced |
| Krane Funds Advisors LLC | 78,948 | $2.27M | 0.06% | +29,876+60.9% | Added |
| Norges Bank | 77,940 | $2.24M | 0.00% | −1,603,709−95.4% | Reduced |
| Channing Global Advisors, LLC | 76,198 | $2.19M | 2.08% | +76,198 | New |
| Brookfield Asset Management Inc. | 75,000 | $2.16M | 0.01% | +75,000 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 74,862 | $2.14M | 0.03% | +74,862 | New |
| Twinbeech Capital LP | 71,844 | $2.06M | 0.12% | +71,844 | New |
| Envestnet Asset Management Inc | 70,799 | $2.04M | 0.00% | +63,084+817.7% | Added |
| Royal Bank of Canada | 62,023 | $1.78M | 0.00% | +61,306+8,550.3% | Added |
| Citadel Advisors LLC | 59,104 | $1.70M | 0.00% | −39,937−40.3% | Reduced |
| HSBC Holdings PLC | 56,214 | $1.62M | 0.00% | +56,214 | New |
| Candriam Luxembourg S.C.A. | 51,615 | $1.48M | 0.01% | −72,385−58.4% | Reduced |
| Neuberger Berman Group LLC | 52,032 | $1.46M | 0.00% | −306−0.6% | Reduced |
| Tandem Capital Management Corp | 49,108 | $1.41M | 0.81% | −990−2.0% | Reduced |
| INCA Investments LLC | 46,187 | $1.33M | 0.86% | +46,187 | New |
| Aigen Investment Management, LP | 43,850 | $1.29M | 0.08% | +43,850 | New |
| Oppenheimer Asset Management Inc. | 44,829 | $1.29M | 0.02% | +30,444+211.6% | Added |
| Invesco Ltd. | 42,379 | $1.22M | 0.00% | +27,452+183.9% | Added |
| Handelsbanken Fonder AB | 41,700 | $1.20M | 0.01% | +5,400+14.9% | Added |
| Utah Retirement Systems | 40,800 | $1.17M | 0.01% | +15,800+63.2% | Added |
| Paradiem, LLC | 33,248 | $1.11M | 0.36% | −1,970−5.6% | Reduced |
| Thornburg Investment Management Inc | 37,020 | $1.06M | 0.01% | −216,294−85.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,146 | $1.06M | 0.00% | +37,146 | New |
| Engineers Gate Manager LP | 35,756 | $1.03M | 0.05% | +35,756 | New |
| Wells Fargo & Company | 33,150 | $953.0K | 0.00% | −10,102−23.4% | Reduced |
| US Bancorp | 29,166 | $837.0K | 0.00% | +18,903+184.2% | Added |
| Banco BTG Pactual S.A. | 27,062 | $778.0K | 2.27% | +15,994+144.5% | Added |
| Parametric Portfolio Associates LLC | 26,486 | $761.0K | 0.00% | +10,054+61.2% | Added |
| Citigroup Inc | 26,214 | $754.0K | 0.00% | +22,860+681.6% | Added |
| Group One Trading, L.P. | 25,019 | $719.0K | 0.01% | +25,019 | New |
| CIBC World Markets Inc. | 23,168 | $666.0K | 0.00% | +5,708+32.7% | Added |
| Brinker Capital Investments, LLC | 22,743 | $654.0K | 0.01% | −2,263−9.0% | Reduced |
| Storebrand Asset Management AS | 21,623 | $621.4K | 0.00% | +21,623 | New |
| Bayesian Capital Management, LP | 20,648 | $593.0K | 0.19% | +20,648 | New |
| Wolverine Trading, LLC | 18,065 | $516.0K | 0.01% | +589+3.4% | Added |
| Millennium Management LLC | 16,866 | $485.0K | 0.00% | −328,122−95.1% | Reduced |
| UBS Asset Management Americas Inc | 16,458 | $473.0K | 0.00% | +4,953+43.1% | Added |
| Principal Financial Group Inc | 15,729 | $452.0K | 0.00% | +15,729 | New |
| FNY Investment Advisers, LLC | 15,000 | $431.0K | 0.23% | +15,000 | New |
| Congress Wealth Management LLC | 14,766 | $424.0K | 0.01% | +14,766 | New |
| Cambiar Investors LLC | 13,596 | $391.0K | 0.01% | +13,596 | New |
| Squarepoint Ops LLC | 13,382 | $385.0K | 0.00% | +13,382 | New |
| First Trust Advisors LP | 13,020 | $374.0K | 0.00% | −274,956−95.5% | Reduced |
| PEAK6 Investments LLC | 12,379 | $356.0K | 0.01% | +12,379 | New |
| American Beacon Advisors, Inc. | 11,104 | $319.0K | 8.83% | +11,104 | New |
| Exchange Traded Concepts, LLC | 10,891 | $313.0K | 0.01% | +10,466+2,462.6% | Added |
| Bank of Montreal | 10,941 | $313.0K | 0.00% | +10,941 | New |
| Dimensional Fund Advisors LP | 10,537 | $303.0K | 0.00% | +1,909+22.1% | Added |
| American Century Companies Inc | 10,101 | $290.0K | 0.00% | −338,609−97.1% | Reduced |
| Dumac, Inc. | 10,000 | $287.0K | 0.92% | 00.0% | Unchanged |
| Truist Financial Corp | 9,983 | $287.0K | 0.00% | +9,983 | New |
| Deltec Asset Management LLC | 9,645 | $277.0K | 0.05% | +2,645+37.8% | Added |
| Fifth Third Bancorp | 9,308 | $268.0K | 0.00% | +9,308 | New |
| AlphaCrest Capital Management LLC | 9,300 | $267.0K | 0.01% | −3,600−27.9% | Reduced |
| 1832 Asset Management L.P. | 8,753 | $253.0K | 0.00% | +2,173+33.0% | Added |
| Keybank National Association | 8,812 | $253.0K | 0.00% | +8,812 | New |
| Comerica Bank | 8,119 | $250.0K | 0.00% | +8,119 | New |
| Baader Bank INC | 8,600 | $247.0K | 0.02% | +8,600 | New |
| Wealth Alliance | 8,555 | $246.0K | 0.05% | +8,555 | New |
| New York State Common Retirement Fund | 7,987 | $230.0K | 0.00% | +7,987 | New |
| Federated Hermes, Inc. | 7,901 | $227.0K | 0.00% | −7,902−50.0% | Reduced |
| Centiva Capital, LP | 7,214 | $207.0K | 0.01% | −8,537−54.2% | Reduced |
| Verition Fund Management LLC | 7,100 | $204.0K | 0.00% | +1,701+31.5% | Added |
| Tudor Investment Corp Et Al | 7,048 | $203.0K | 0.00% | +7,048 | New |
| Schechter Investment Advisors, LLC | 7,052 | $203.0K | 0.02% | +7,052 | New |
| Longfellow Investment Management Co LLC | 6,385 | $184.0K | 0.03% | +6,385 | New |
| Advisor Group Holdings, Inc. | 4,807 | $137.0K | 0.00% | −1,686−26.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,663 | $105.0K | 0.00% | +3,663 | New |
| SG Americas Securities, LLC | 3,610 | $104.0K | 0.00% | +3,610 | New |
| Rockefeller Capital Management L.P. | 3,530 | $101.0K | 0.00% | +3,119+758.9% | Added |
| The PNC Financial Services Group, Inc. | 3,057 | $86.0K | 0.00% | +3,057 | New |
| Eaton Vance Management | 2,919 | $84.0K | 0.00% | +2,919 | New |
| IFP Advisors, Inc | 2,294 | $65.0K | 0.00% | −94−3.9% | Reduced |
| Amundi | 1,765 | $52.0K | 0.00% | +1,520+620.4% | Added |
| Toronto Dominion Bank | 1,555 | $45.0K | 0.00% | +1,555 | New |
| Captrust Financial Advisors | 1,307 | $38.0K | 0.00% | +1,307 | New |
| TD Private Client Wealth LLC | 1,197 | $34.4K | 0.00% | +1,197 | New |
| Credit Agricole S A | 1,165 | $33.0K | 0.00% | +285+32.4% | Added |
| Harbor Investment Advisory, LLC | 760 | $22.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 763 | $22.0K | 0.00% | +763 | New |
| BIT Capital GmbH | 750 | $21.6K | 0.00% | −57,624−98.7% | Reduced |
| Mondrian Investment Partners LTD | 689 | $20.0K | 0.00% | +689 | New |
| Eagle Bay Advisors LLC | 680 | $20.0K | 0.01% | +680 | New |
| Advisors Asset Management, Inc. | 569 | $16.4K | 0.00% | +569 | New |
| First Horizon Advisors, Inc. | 549 | $15.0K | 0.00% | +549 | New |
| Koshinski Asset Management, Inc. | 397 | $11.4K | 0.00% | +397 | New |
| Pin Oak Investment Advisors Inc | 349 | $10.0K | 0.01% | +349 | New |
| Carroll Financial Associates, Inc. | 338 | $10.0K | 0.00% | +338 | New |
| Compagnie Lombard Odier SCmA | 280 | $8.00K | 0.00% | +280 | New |
| Quadrant Capital Group LLC | 288 | $8.00K | 0.00% | +288 | New |
| Wolff Wiese Magana LLC | 250 | $7.00K | 0.00% | +250 | New |
| American Portfolios Advisors | 215 | $6.18K | 0.00% | +2+0.9% | Added |
| Parallax Volatility Advisers, L.P. | 207 | $6.00K | 0.00% | −15,906−98.7% | Reduced |
| Umb Bank N A | 204 | $6.00K | 0.00% | +204 | New |
| Investors Research Corp | 204 | $6.00K | 0.00% | +204 | New |
| Platinum Investment Management Ltd | 159 | $5.00K | 0.00% | +159 | New |