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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
Huntington National Bank139$4.00K0.00%+139New
Sageworth Trust Co of South Dakota122$4.00K0.01%+122New
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
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
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
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
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners0$00.00%−1,650,000−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−1,104,185−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−648,876−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−476,778−100.0%Sold out
Renaissance Technologies LLC0$00.00%−391,805−100.0%Sold out
Meitav Dash Investments Ltd0$00.00%−273,000−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−206,900−100.0%Sold out
Genoa Capital Gestora de Recursos Ltda.0$00.00%−175,569−100.0%Sold out
Employees Retirement System of Texas0$00.00%−155,524−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−151,656−100.0%Sold out
Old Well Partners, LLC0$00.00%−138,559−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−58,212−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−51,240−100.0%Sold out
Quadrature Capital Ltd0$00.00%−50,205−100.0%Sold out
Brown Advisory Inc0$00.00%−45,229−100.0%Sold out
Caption Management, LLC0$00.00%−28,800−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−23,423−100.0%Sold out
Virtu Financial LLC0$00.00%−19,082−100.0%Sold out
Magnetar Financial LLC0$00.00%−18,963−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−16,943−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−14,195−100.0%Sold out
HAP Trading, LLC0$00.00%−13,241−100.0%Sold out
PDT Partners, LLC0$00.00%−11,608−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−9,906−100.0%Sold out
Sciencast Management LP0$00.00%−11,285−100.0%Sold out
Pearl River Capital, LLC0$00.00%−9,316−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−8,011−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−7,839−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−6,769−100.0%Sold out
Parametrica Management Ltd0$00.00%−6,446−100.0%Sold out
HighTower Advisors, LLC0$00.00%−6,383−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−6,038−100.0%Sold out
Jump Financial, LLC0$00.00%−5,570−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−2,000−100.0%Sold out
Turim 21 Investimentos Ltda.0$00.00%−1,200−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−894−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−183−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−60−100.0%Sold out
Harbour Investments, Inc.0$00.00%−12−100.0%Sold out