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, Q1 2022
Institutional positions in XP Inc. as of Mar 31, 2022. 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
- 237
- +6 vs. Q4 2021
- Shares held
- 276.3M
- +21.4M (+8.4%) vs. Q4 2021
- Total value
- $8.16B
- +$841.7M (+11.5%) vs. Q4 2021
- New holders
- 54
- 95 more added
- Sold out
- 48
- 63 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12 | $0 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1 | $0 | 0.00% | +1 | New |
| Oliver Lagore Vanvalin Investment Group | 11 | $0 | 0.00% | +11 | New |
| Federation des caisses Desjardins du Quebec | 6 | $181 | 0.00% | −85,843−100.0% | Reduced |
| Sageworth Trust Co of South Dakota | 21 | $1.00K | 0.00% | −101−82.8% | Reduced |
| Okabena Investment Services Inc | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 32 | $1.00K | 0.00% | −20−38.5% | Reduced |
| Fieldpoint Private Securities, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 32 | $1.00K | 0.00% | +32 | New |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.00K | 0.00% | +38 | New |
| Lindbrook Capital, LLC | 55 | $2.00K | 0.00% | +55 | New |
| DekaBank Deutsche Girozentrale | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 181 | $5.00K | 0.00% | +42+30.2% | Added |
| Umb Bank N A | 204 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 204 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 215 | $6.47K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 219 | $7.00K | 0.00% | +185+544.1% | Added |
| Compagnie Lombard Odier SCmA | 280 | $8.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 261 | $8.00K | 0.00% | +261 | New |
| State of Wyoming | 328 | $10.0K | 0.01% | +211+180.3% | Added |
| TCWP LLC | 359 | $10.0K | 0.00% | +359 | New |
| Pin Oak Investment Advisors Inc | 349 | $11.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 366 | $11.0K | 0.01% | +116+46.4% | Added |
| Koshinski Asset Management, Inc. | 397 | $11.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 403 | $12.0K | 0.00% | +328+437.3% | Added |
| Toronto Dominion Bank | 432 | $13.0K | 0.00% | −1,123−72.2% | Reduced |
| First Horizon Advisors, Inc. | 496 | $15.0K | 0.00% | −53−9.7% | Reduced |
| Brown Brothers Harriman & Co | 483 | $15.0K | 0.00% | +423+705.0% | Added |
| Signaturefd, LLC | 512 | $15.0K | 0.00% | +448+700.0% | Added |
| Pinnacle Bancorp, Inc. | 606 | $18.0K | 0.01% | +505+500.0% | Added |
| Washington Trust Advisors, Inc. | 707 | $21.0K | 0.00% | −56−7.3% | Reduced |
| Harbor Investment Advisory, LLC | 760 | $23.0K | 0.00% | 00.0% | Unchanged |
| BIT Capital GmbH | 801 | $24.1K | 0.00% | +51+6.8% | Added |
| Credit Agricole S A | 1,165 | $35.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,400 | $42.0K | 0.02% | +1,400 | New |
| Quadrant Capital Group LLC | 1,558 | $47.0K | 0.01% | +1,270+441.0% | Added |
| Amundi | 1,653 | $51.0K | 0.00% | −112−6.3% | Reduced |
| Rockefeller Capital Management L.P. | 3,327 | $100.0K | 0.00% | −203−5.8% | Reduced |
| TD Private Client Wealth LLC | 5,330 | $160.4K | 0.01% | +4,133+345.3% | Added |
| The PNC Financial Services Group, Inc. | 6,610 | $200.0K | 0.00% | +3,553+116.2% | Added |
| Schechter Investment Advisors, LLC | 6,883 | $207.0K | 0.02% | −169−2.4% | Reduced |
| Captrust Financial Advisors | 7,092 | $213.0K | 0.00% | +5,785+442.6% | Added |
| IFP Advisors, Inc | 6,111 | $216.0K | 0.00% | +3,817+166.4% | Added |
| Altfest L J & Co Inc | 7,178 | $216.0K | 0.04% | +7,178 | New |
| 1832 Asset Management L.P. | 7,431 | $221.0K | 0.00% | −1,322−15.1% | Reduced |
| Park Avenue Securities LLC | 7,513 | $226.0K | 0.00% | +7,513 | New |
| Cerity Partners LLC | 7,821 | $235.0K | 0.00% | +7,821 | New |
| Comerica Bank | 8,415 | $237.0K | 0.00% | +296+3.6% | Added |
| Deltec Asset Management LLC | 8,145 | $245.0K | 0.04% | −1,500−15.6% | Reduced |
| HighTower Advisors, LLC | 8,139 | $247.0K | 0.00% | +8,139 | New |
| Prudential Financial Inc | 8,259 | $249.0K | 0.00% | +8,259 | New |
| Pitcairn Co | 8,628 | $260.0K | 0.02% | +8,628 | New |
| Advisor Group Holdings, Inc. | 8,763 | $264.0K | 0.00% | +3,956+82.3% | Added |
| Cloverfields Capital Group, LP | 8,775 | $264.0K | 0.08% | +8,775 | New |
| Schonfeld Strategic Advisors LLC | 8,897 | $268.0K | 0.00% | +8,897 | New |
| Wealth Alliance | 9,960 | $300.0K | 0.06% | +1,405+16.4% | Added |
| American Century Companies Inc | 10,101 | $304.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 10,168 | $306.0K | 0.01% | −2,211−17.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 10,170 | $306.0K | 0.07% | +10,170 | New |
| Marks Group Wealth Management, Inc | 10,277 | $309.0K | 0.04% | +10,277 | New |
| Verition Fund Management LLC | 10,943 | $329.0K | 0.01% | +3,843+54.1% | Added |
| American Beacon Advisors, Inc. | 12,074 | $363.0K | 9.30% | +970+8.7% | Added |
| Wolverine Trading, LLC | 12,173 | $380.0K | 0.01% | −5,892−32.6% | Reduced |
| Regions Financial Corp | 12,867 | $387.0K | 0.00% | +12,867 | New |
| Cutler Group LP | 13,167 | $396.0K | 0.04% | +13,165+658,250.0% | Added |
| Optiver Holding B.V. | 13,996 | $421.0K | 0.00% | +13,996 | New |
| Banco BTG Pactual S.A. | 14,130 | $425.0K | 0.22% | −12,932−47.8% | Reduced |
| Gsa Capital Partners LLP | 17,338 | $522.0K | 0.07% | +17,338 | New |
| Aigen Investment Management, LP | 17,655 | $531.0K | 0.09% | −26,195−59.7% | Reduced |
| FDx Advisors, Inc. | 17,857 | $537.0K | 0.02% | +17,857 | New |
| Fox Run Management, L.L.C. | 19,715 | $593.0K | 0.33% | +19,715 | New |
| Centiva Capital, LP | 20,574 | $619.0K | 0.04% | +13,360+185.2% | Added |
| Exchange Traded Concepts, LLC | 21,227 | $639.0K | 0.01% | +10,336+94.9% | Added |
| Storebrand Asset Management AS | 21,623 | $650.9K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 22,223 | $669.0K | 0.02% | +22,223 | New |
| Rokos Capital Management LLP | 22,000 | $672.0K | 0.07% | +22,000 | New |
| BTG Pactual Global Asset Management Ltd | 22,422 | $675.0K | 0.66% | +22,422 | New |
| CIBC World Markets Inc. | 22,734 | $684.0K | 0.00% | −434−1.9% | Reduced |
| HRT Financial LP | 22,745 | $684.0K | 0.00% | +22,745 | New |
| Tower Research Capital LLC (TRC) | 23,428 | $705.0K | 0.01% | +19,765+539.6% | Added |
| Legacy Wealth Asset Management, LLC | 24,235 | $729.0K | 0.26% | +24,235 | New |
| Congress Wealth Management LLC | 24,464 | $736.0K | 0.02% | +9,698+65.7% | Added |
| ExodusPoint Capital Management, LP | 24,811 | $747.0K | 0.01% | +24,811 | New |
| AlphaCrest Capital Management LLC | 25,121 | $756.0K | 0.04% | +15,821+170.1% | Added |
| Brinker Capital Investments, LLC | 26,406 | $795.0K | 0.01% | +3,663+16.1% | Added |
| Mariner, LLC | 28,351 | $853.0K | 0.00% | +28,351 | New |
| Paradiem, LLC | 33,396 | $997.0K | 0.33% | +148+0.4% | Added |
| Polianta Ltd | 33,200 | $999.0K | 0.65% | +33,200 | New |
| Keybank National Association | 33,802 | $1.02M | 0.00% | +24,990+283.6% | Added |
| Pearl River Capital, LLC | 34,087 | $1.03M | 0.28% | +34,087 | New |
| Artal Group S.A. | 35,000 | $1.05M | 0.04% | +35,000 | New |
| Voloridge Investment Management, LLC | 35,853 | $1.08M | 0.01% | −50,126−58.3% | Reduced |
| Wells Fargo & Company | 36,083 | $1.09M | 0.00% | +2,933+8.8% | Added |