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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 109,664 | $3.30M | 0.05% | +64,835+144.6% | Added |
| Madison Asset Management, LLC | 108,860 | $3.28M | 0.05% | +2,527+2.4% | Added |
| Citigroup Inc | 105,790 | $3.19M | 0.00% | +79,576+303.6% | Added |
| UBS Group AG | 103,412 | $3.11M | 0.00% | −5,443−5.0% | Reduced |
| Channing Global Advisors, LLC | 103,018 | $3.10M | 3.00% | +26,820+35.2% | Added |
| Neuberger Berman Group LLC | 100,694 | $3.05M | 0.00% | +48,662+93.5% | Added |
| Renaissance Capital LLC | 99,184 | $2.98M | 1.27% | −29,704−23.0% | Reduced |
| US Bancorp | 95,916 | $2.89M | 0.00% | +66,750+228.9% | Added |
| Natixis Advisors, L.P. | 90,389 | $2.72M | 0.01% | +2,315+2.6% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 88,579 | $2.67M | 0.46% | −4,930,151−98.2% | Reduced |
| Squarepoint Ops LLC | 77,860 | $2.34M | 0.02% | +64,478+481.8% | Added |
| Synovus Financial Corp | 77,350 | $2.33M | 0.02% | −12,203−13.6% | Reduced |
| UBS Asset Management Americas Inc | 77,207 | $2.32M | 0.00% | +60,749+369.1% | Added |
| Compass Group LLC | 75,000 | $2.26M | 0.79% | −25,000−25.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 72,653 | $2.19M | 0.00% | +72,653 | New |
| Cubist Systematic Strategies, LLC | 67,738 | $2.04M | 0.02% | −258,836−79.3% | Reduced |
| Barclays PLC | 62,501 | $1.88M | 0.00% | +62,501 | New |
| SPX Equities Gestao de Recursos Ltda | 62,033 | $1.87M | 0.12% | −101,472−62.1% | Reduced |
| Fifth Third Bancorp | 59,183 | $1.78M | 0.01% | +49,875+535.8% | Added |
| National Bank of Canada | 61,689 | $1.74M | 0.01% | +61,689 | New |
| Duality Advisers, LP | 53,810 | $1.62M | 0.17% | +53,810 | New |
| Allianz Asset Management GmbH | 53,176 | $1.60M | 0.00% | +53,176 | New |
| Bank of Montreal | 50,740 | $1.59M | 0.00% | +39,799+363.8% | Added |
| Susquehanna International Group, LLP | 52,246 | $1.57M | 0.00% | −205,784−79.8% | Reduced |
| Ergoteles LLC | 50,944 | $1.53M | 0.06% | +50,944 | New |
| Truist Financial Corp | 46,957 | $1.41M | 0.00% | +36,974+370.4% | Added |
| Parametric Portfolio Associates LLC | 45,782 | $1.38M | 0.00% | +19,296+72.9% | Added |
| First Republic Investment Management, Inc. | 43,741 | $1.32M | 0.00% | +43,741 | New |
| Krane Funds Advisors LLC | 43,478 | $1.31M | 0.05% | −35,470−44.9% | Reduced |
| Tandem Capital Management Corp | 51,148 | $1.31M | 0.90% | +2,040+4.2% | Added |
| Dynamic Technology Lab Private Ltd | 41,470 | $1.25M | 0.15% | +41,470 | New |
| Invesco Ltd. | 41,111 | $1.24M | 0.00% | −1,268−3.0% | Reduced |
| Jump Financial, LLC | 40,809 | $1.23M | 0.05% | +40,809 | New |
| Utah Retirement Systems | 39,700 | $1.20M | 0.02% | −1,100−2.7% | Reduced |
| Quadrature Capital Ltd | 38,390 | $1.16M | 0.05% | +38,390 | New |
| Davenport & Co LLC | 38,025 | $1.15M | 0.01% | +38,025 | New |
| Susquehanna Fundamental Investments, LLC | 36,600 | $1.10M | 0.02% | +36,600 | New |
| Wells Fargo & Company | 36,083 | $1.09M | 0.00% | +2,933+8.8% | Added |
| Voloridge Investment Management, LLC | 35,853 | $1.08M | 0.01% | −50,126−58.3% | Reduced |
| Artal Group S.A. | 35,000 | $1.05M | 0.04% | +35,000 | New |
| Pearl River Capital, LLC | 34,087 | $1.03M | 0.28% | +34,087 | New |
| Keybank National Association | 33,802 | $1.02M | 0.00% | +24,990+283.6% | Added |
| Polianta Ltd | 33,200 | $999.0K | 0.65% | +33,200 | New |
| Paradiem, LLC | 33,396 | $997.0K | 0.33% | +148+0.4% | Added |
| Mariner, LLC | 28,351 | $853.0K | 0.00% | +28,351 | New |
| Brinker Capital Investments, LLC | 26,406 | $795.0K | 0.01% | +3,663+16.1% | Added |
| AlphaCrest Capital Management LLC | 25,121 | $756.0K | 0.04% | +15,821+170.1% | Added |
| ExodusPoint Capital Management, LP | 24,811 | $747.0K | 0.01% | +24,811 | New |
| Congress Wealth Management LLC | 24,464 | $736.0K | 0.02% | +9,698+65.7% | Added |
| Legacy Wealth Asset Management, LLC | 24,235 | $729.0K | 0.26% | +24,235 | New |
| Tower Research Capital LLC (TRC) | 23,428 | $705.0K | 0.01% | +19,765+539.6% | Added |
| 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 |
| BTG Pactual Global Asset Management Ltd | 22,422 | $675.0K | 0.66% | +22,422 | New |
| Rokos Capital Management LLP | 22,000 | $672.0K | 0.07% | +22,000 | New |
| Weiss Asset Management LP | 22,223 | $669.0K | 0.02% | +22,223 | New |
| Storebrand Asset Management AS | 21,623 | $650.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 21,227 | $639.0K | 0.01% | +10,336+94.9% | Added |
| Centiva Capital, LP | 20,574 | $619.0K | 0.04% | +13,360+185.2% | Added |
| Fox Run Management, L.L.C. | 19,715 | $593.0K | 0.33% | +19,715 | New |
| FDx Advisors, Inc. | 17,857 | $537.0K | 0.02% | +17,857 | New |
| Aigen Investment Management, LP | 17,655 | $531.0K | 0.09% | −26,195−59.7% | Reduced |
| Gsa Capital Partners LLP | 17,338 | $522.0K | 0.07% | +17,338 | New |
| Banco BTG Pactual S.A. | 14,130 | $425.0K | 0.22% | −12,932−47.8% | Reduced |
| Optiver Holding B.V. | 13,996 | $421.0K | 0.00% | +13,996 | New |
| Cutler Group LP | 13,167 | $396.0K | 0.04% | +13,165+658,250.0% | Added |
| Regions Financial Corp | 12,867 | $387.0K | 0.00% | +12,867 | New |
| Wolverine Trading, LLC | 12,173 | $380.0K | 0.01% | −5,892−32.6% | Reduced |
| American Beacon Advisors, Inc. | 12,074 | $363.0K | 9.30% | +970+8.7% | Added |
| Verition Fund Management LLC | 10,943 | $329.0K | 0.01% | +3,843+54.1% | Added |
| Marks Group Wealth Management, Inc | 10,277 | $309.0K | 0.04% | +10,277 | New |
| 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 |
| American Century Companies Inc | 10,101 | $304.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 9,960 | $300.0K | 0.06% | +1,405+16.4% | Added |
| Schonfeld Strategic Advisors LLC | 8,897 | $268.0K | 0.00% | +8,897 | 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 |
| Pitcairn Co | 8,628 | $260.0K | 0.02% | +8,628 | New |
| Prudential Financial Inc | 8,259 | $249.0K | 0.00% | +8,259 | New |
| HighTower Advisors, LLC | 8,139 | $247.0K | 0.00% | +8,139 | New |
| Deltec Asset Management LLC | 8,145 | $245.0K | 0.04% | −1,500−15.6% | Reduced |
| Comerica Bank | 8,415 | $237.0K | 0.00% | +296+3.6% | Added |
| Cerity Partners LLC | 7,821 | $235.0K | 0.00% | +7,821 | New |
| Park Avenue Securities LLC | 7,513 | $226.0K | 0.00% | +7,513 | New |
| 1832 Asset Management L.P. | 7,431 | $221.0K | 0.00% | −1,322−15.1% | Reduced |
| 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 |
| Captrust Financial Advisors | 7,092 | $213.0K | 0.00% | +5,785+442.6% | Added |
| Schechter Investment Advisors, LLC | 6,883 | $207.0K | 0.02% | −169−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 6,610 | $200.0K | 0.00% | +3,553+116.2% | Added |
| TD Private Client Wealth LLC | 5,330 | $160.4K | 0.01% | +4,133+345.3% | Added |
| Rockefeller Capital Management L.P. | 3,327 | $100.0K | 0.00% | −203−5.8% | Reduced |
| Amundi | 1,653 | $51.0K | 0.00% | −112−6.3% | Reduced |
| Quadrant Capital Group LLC | 1,558 | $47.0K | 0.01% | +1,270+441.0% | Added |
| Turim 21 Investimentos Ltda. | 1,400 | $42.0K | 0.02% | +1,400 | New |
| Credit Agricole S A | 1,165 | $35.0K | 0.00% | 00.0% | Unchanged |
| BIT Capital GmbH | 801 | $24.1K | 0.00% | +51+6.8% | Added |
| Harbor Investment Advisory, LLC | 760 | $23.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 707 | $21.0K | 0.00% | −56−7.3% | Reduced |