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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 36,600 | $1.10M | 0.02% | +36,600 | New |
| Davenport & Co LLC | 38,025 | $1.15M | 0.01% | +38,025 | New |
| Quadrature Capital Ltd | 38,390 | $1.16M | 0.05% | +38,390 | New |
| Utah Retirement Systems | 39,700 | $1.20M | 0.02% | −1,100−2.7% | Reduced |
| Jump Financial, LLC | 40,809 | $1.23M | 0.05% | +40,809 | New |
| Invesco Ltd. | 41,111 | $1.24M | 0.00% | −1,268−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 41,470 | $1.25M | 0.15% | +41,470 | New |
| Tandem Capital Management Corp | 51,148 | $1.31M | 0.90% | +2,040+4.2% | Added |
| Krane Funds Advisors LLC | 43,478 | $1.31M | 0.05% | −35,470−44.9% | Reduced |
| First Republic Investment Management, Inc. | 43,741 | $1.32M | 0.00% | +43,741 | New |
| Parametric Portfolio Associates LLC | 45,782 | $1.38M | 0.00% | +19,296+72.9% | Added |
| Truist Financial Corp | 46,957 | $1.41M | 0.00% | +36,974+370.4% | Added |
| Ergoteles LLC | 50,944 | $1.53M | 0.06% | +50,944 | New |
| Susquehanna International Group, LLP | 52,246 | $1.57M | 0.00% | −205,784−79.8% | Reduced |
| Bank of Montreal | 50,740 | $1.59M | 0.00% | +39,799+363.8% | Added |
| Allianz Asset Management GmbH | 53,176 | $1.60M | 0.00% | +53,176 | New |
| Duality Advisers, LP | 53,810 | $1.62M | 0.17% | +53,810 | New |
| National Bank of Canada | 61,689 | $1.74M | 0.01% | +61,689 | New |
| Fifth Third Bancorp | 59,183 | $1.78M | 0.01% | +49,875+535.8% | Added |
| SPX Equities Gestao de Recursos Ltda | 62,033 | $1.87M | 0.12% | −101,472−62.1% | Reduced |
| Barclays PLC | 62,501 | $1.88M | 0.00% | +62,501 | New |
| Cubist Systematic Strategies, LLC | 67,738 | $2.04M | 0.02% | −258,836−79.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 72,653 | $2.19M | 0.00% | +72,653 | New |
| Compass Group LLC | 75,000 | $2.26M | 0.79% | −25,000−25.0% | Reduced |
| UBS Asset Management Americas Inc | 77,207 | $2.32M | 0.00% | +60,749+369.1% | Added |
| Synovus Financial Corp | 77,350 | $2.33M | 0.02% | −12,203−13.6% | Reduced |
| Squarepoint Ops LLC | 77,860 | $2.34M | 0.02% | +64,478+481.8% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 88,579 | $2.67M | 0.46% | −4,930,151−98.2% | Reduced |
| Natixis Advisors, L.P. | 90,389 | $2.72M | 0.01% | +2,315+2.6% | Added |
| US Bancorp | 95,916 | $2.89M | 0.00% | +66,750+228.9% | Added |
| Renaissance Capital LLC | 99,184 | $2.98M | 1.27% | −29,704−23.0% | Reduced |
| Neuberger Berman Group LLC | 100,694 | $3.05M | 0.00% | +48,662+93.5% | Added |
| Channing Global Advisors, LLC | 103,018 | $3.10M | 3.00% | +26,820+35.2% | Added |
| UBS Group AG | 103,412 | $3.11M | 0.00% | −5,443−5.0% | Reduced |
| Citigroup Inc | 105,790 | $3.19M | 0.00% | +79,576+303.6% | Added |
| Madison Asset Management, LLC | 108,860 | $3.28M | 0.05% | +2,527+2.4% | Added |
| Oppenheimer Asset Management Inc. | 109,664 | $3.30M | 0.05% | +64,835+144.6% | Added |
| Handelsbanken Fonder AB | 117,700 | $3.54M | 0.02% | +76,000+182.3% | Added |
| AXA S.A. | 126,150 | $3.80M | 0.01% | +14,700+13.2% | Added |
| Royal Bank of Canada | 127,878 | $3.85M | 0.00% | +65,855+106.2% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 130,161 | $3.92M | 0.04% | −31,638−19.6% | Reduced |
| Old Well Partners, LLC | 131,800 | $3.97M | 2.66% | +131,800 | New |
| Credit Suisse AG | 135,574 | $4.08M | 0.00% | +43,952+48.0% | Added |
| Russell Investments Group, Ltd. | 137,294 | $4.13M | 0.01% | +137,294 | New |
| Calamos Advisors LLC | 154,000 | $4.63M | 0.02% | +34,438+28.8% | Added |
| Man Group plc | 166,766 | $5.02M | 0.02% | −3,522−2.1% | Reduced |
| Thomas White International Ltd | 171,859 | $5.17M | 0.87% | +20,162+13.3% | Added |
| Bank of America Corp | 176,352 | $5.31M | 0.00% | +10,672+6.4% | Added |
| Paradice Investment Management LLC | 180,656 | $5.44M | 0.32% | +42,298+30.6% | Added |
| Brookfield Asset Management Inc. | 186,381 | $5.61M | 0.02% | +111,381+148.5% | Added |
| Westpac Banking Corp | 189,090 | $5.69M | 0.07% | +189,090 | New |
| Legal & General Group Plc | 190,896 | $5.75M | 0.00% | +24,285+14.6% | Added |
| Norges Bank | 203,472 | $6.12M | 0.00% | +125,532+161.1% | Added |
| Deutsche Bank AG | 205,131 | $6.17M | 0.00% | −45,853−18.3% | Reduced |
| Vanguard Group Inc | 233,570 | $7.03M | 0.00% | +6,317+2.8% | Added |
| Citadel Advisors LLC | 233,931 | $7.04M | 0.01% | +174,827+295.8% | Added |
| Penserra Capital Management LLC | 236,970 | $7.13M | 0.17% | −16,325−6.4% | Reduced |
| Pendal Group Limited | 240,231 | $7.23M | 0.06% | +88,943+58.8% | Added |
| Verde Servicos Internacionais S.A. | 242,147 | $7.29M | 1.23% | −629,770−72.2% | Reduced |
| Pictet Asset Management SA | 251,970 | $7.58M | 0.01% | +251,970 | New |
| Fundsmith LLPSuperinvestorFundsmith | 253,367 | $7.63M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 260,645 | $7.84M | 0.00% | +189,846+268.1% | Added |
| Seafarer Capital Partners, LLC | 264,562 | $7.96M | 3.50% | 00.0% | Unchanged |
| Marshall Wace, LLP | 267,973 | $8.07M | 0.02% | −357,951−57.2% | Reduced |
| GW&K Investment Management, LLC | 275,498 | $8.29M | 0.07% | +18,329+7.1% | Added |
| Walleye Capital LLC | 278,383 | $8.38M | 0.24% | +278,383 | New |
| Kapitalo Investimentos Ltda | 279,125 | $8.40M | 9.04% | −255,072−47.7% | Reduced |
| Geode Capital Management, LLC | 305,592 | $9.20M | 0.00% | +7,911+2.7% | Added |
| Northern Trust Corp | 308,786 | $9.29M | 0.00% | +215,438+230.8% | Added |
| Earnest Partners LLC | 322,114 | $9.70M | 0.06% | −4,656−1.4% | Reduced |
| Jarislowsky, Fraser Ltd | 324,768 | $9.78M | 0.05% | +60,327+22.8% | Added |
| State Street Corp | 367,027 | $11.0M | 0.00% | +7,700+2.1% | Added |
| Nordea Investment Management AB | 360,425 | $11.1M | 0.01% | +9,831+2.8% | Added |
| Standard Life Aberdeen plc | 378,908 | $11.4M | 0.03% | −7,131−1.8% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 403,358 | $12.1M | 3.91% | +403,358 | New |
| Baillie Gifford & Co | 450,296 | $13.6M | 0.01% | −14,966−3.2% | Reduced |
| Assenagon Asset Management S.A. | 450,619 | $13.6M | 0.04% | −167,646−27.1% | Reduced |
| Fisher Asset Management, LLC | 477,220 | $14.4M | 0.01% | −15,686−3.2% | Reduced |
| Inherent Group, LP | 499,500 | $15.0M | 4.73% | +499,500 | New |
| New York State Common Retirement Fund | 519,596 | $15.6M | 0.02% | +511,609+6,405.5% | Added |
| California Public Employees Retirement System | 567,899 | $17.1M | 0.01% | −115,469−16.9% | Reduced |
| Goldman Sachs Group Inc | 609,247 | $18.3M | 0.00% | −1,870,356−75.4% | Reduced |
| Millennium Management LLC | 613,866 | $18.5M | 0.02% | +597,000+3,539.7% | Added |
| Gavea Investimentos Ltda | 622,168 | $18.7M | 30.11% | −279,600−31.0% | Reduced |
| APG Asset Management N.V. | 795,926 | $21.5M | 0.04% | +300,600+60.7% | Added |
| Bessemer Group Inc | 740,961 | $22.3M | 0.05% | 00.0% | Unchanged |
| ThornTree Capital Partners LP | 743,686 | $22.4M | 4.91% | +111,793+17.7% | Added |
| Thornburg Investment Management Inc | 763,698 | $23.0M | 0.30% | +726,678+1,962.9% | Added |
| BlackRock Inc. | 787,446 | $23.7M | 0.00% | +33,549+4.5% | Added |
| ADAMCAPITAL Gestao de Recursos Ltda. | 810,319 | $24.4M | 5.72% | +635,331+363.1% | Added |
| Orbis Allan Gray Ltd | 867,809 | $26.1M | 0.19% | +755,043+669.6% | Added |
| TT International Asset Management LTD | 872,412 | $26.3M | 1.84% | −1,495,404−63.2% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 884,118 | $26.6M | 6.63% | −2,225,984−71.6% | Reduced |
| BC Gestao de Recursos Ltda. | 886,311 | $26.7M | 26.95% | −856,666−49.1% | Reduced |
| USS Investment Management Ltd | 895,160 | $27.0M | 0.23% | +240,861+36.8% | Added |
| Adage Capital Partners GP, L.L.C. | 905,000 | $27.2M | 0.05% | −337,243−27.1% | Reduced |
| LMR Partners LLP | 915,366 | $27.6M | 0.40% | +50,000+5.8% | Added |
| Morgan Stanley | 992,754 | $29.9M | 0.00% | −518,002−34.3% | Reduced |
| Franklin Resources Inc | 1,025,835 | $30.9M | 0.01% | −3240.0% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,245,574 | $34.5M | 19.82% | +566,594+83.4% | Added |