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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 606 | $18.0K | 0.01% | +505+500.0% | Added |
| 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 |
| Toronto Dominion Bank | 432 | $13.0K | 0.00% | −1,123−72.2% | Reduced |
| Proequities, Inc. | 403 | $12.0K | 0.00% | +328+437.3% | Added |
| Koshinski Asset Management, Inc. | 397 | $11.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| State of Wyoming | 328 | $10.0K | 0.01% | +211+180.3% | Added |
| TCWP LLC | 359 | $10.0K | 0.00% | +359 | New |
| Compagnie Lombard Odier SCmA | 280 | $8.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 261 | $8.00K | 0.00% | +261 | New |
| FinTrust Capital Advisors, LLC | 219 | $7.00K | 0.00% | +185+544.1% | Added |
| American Portfolios Advisors | 215 | $6.47K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 204 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 204 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 181 | $5.00K | 0.00% | +42+30.2% | Added |
| DekaBank Deutsche Girozentrale | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $2.00K | 0.00% | +55 | New |
| 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 |
| Federation des caisses Desjardins du Quebec | 6 | $181 | 0.00% | −85,843−100.0% | Reduced |
| 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 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −1,960,002−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −1,240,000−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −660,309−100.0% | Sold out |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 0 | $0 | 0.00% | −660,312−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −365,073−100.0% | Sold out |
| Indus Capital Partners, LLC | 0 | $0 | 0.00% | −200,867−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Newfoundland Capital Management | 0 | $0 | 0.00% | −164,855−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −162,025−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −154,076−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −133,550−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −74,862−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −71,844−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −56,214−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −51,615−100.0% | Sold out |
| INCA Investments LLC | 0 | $0 | 0.00% | −46,187−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −37,146−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −35,756−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −25,019−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,648−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −15,729−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −13,596−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −13,020−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −10,537−100.0% | Sold out |
| Dumac, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −7,901−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,048−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −6,385−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,610−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −2,919−100.0% | Sold out |
| Mondrian Investment Partners LTD | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −569−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Dixon Hughes Goodman Wealth Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Castle Financial & Retirement Planning Associates, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |