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, Q2 2022
Institutional positions in XP Inc. as of Jun 30, 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
- 200
- −35 vs. Q1 2022
- Shares held
- 262.5M
- −13.7M (−5.0%) vs. Q1 2022
- Total value
- $4.71B
- −$3.44B (−42.2%) vs. Q1 2022
- New holders
- 23
- 95 more added
- Sold out
- 58
- 53 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 19 | $0 | 0.00% | −19−50.0% | Reduced |
| Fieldpoint Private Securities, LLC | 3 | $0 | 0.00% | −23−88.5% | Reduced |
| Whittier Trust Co | 12 | $0 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1 | $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 |
| J.Safra Asset Management Corp | 5 | $0 | 0.00% | +5 | New |
| CWM, LLC | 10 | $0 | 0.00% | +10 | New |
| Atticus Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Federation des caisses Desjardins du Quebec | 6 | $108 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 65 | $1.00K | 0.00% | +10+18.2% | Added |
| Prospera Financial Services Inc | 77 | $1.00K | 0.00% | +45+140.6% | Added |
| Sageworth Trust Co of South Dakota | 39 | $1.00K | 0.00% | +18+85.7% | Added |
| Northwestern Mutual Wealth Management Co | 64 | $1.00K | 0.00% | +64 | New |
| Plante Moran Financial Advisors, LLC | 75 | $1.00K | 0.00% | +75 | New |
| Sargent Bickham Lagudis LLC | 65 | $1.00K | 0.00% | +65 | New |
| Amundi | 133 | $2.00K | 0.00% | −1,520−92.0% | Reduced |
| DekaBank Deutsche Girozentrale | 96 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 98 | $2.00K | 0.00% | +66+206.3% | Added |
| Umb Bank N A | 204 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 215 | $3.86K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 204 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 214 | $4.00K | 0.00% | +33+18.2% | Added |
| CIBC Private Wealth Group, LLC | 261 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 264 | $5.00K | 0.00% | +264 | New |
| Pin Oak Investment Advisors Inc | 349 | $6.00K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 411 | $7.00K | 0.00% | +8+2.0% | Added |
| Wolff Wiese Magana LLC | 366 | $7.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 349 | $7.00K | 0.00% | +130+59.4% | Added |
| Standard Family Office LLC | 397 | $7.00K | 0.07% | +397 | New |
| Toronto Dominion Bank | 432 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 483 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 606 | $11.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 707 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 760 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,019 | $18.0K | 0.00% | +523+105.4% | Added |
| Signaturefd, LLC | 1,125 | $20.0K | 0.00% | +613+119.7% | Added |
| Credit Agricole S A | 1,165 | $21.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,400 | $25.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,604 | $29.0K | 0.00% | +46+3.0% | Added |
| Ronald Blue Trust, Inc. | 2,154 | $65.0K | 0.00% | +2,154 | New |
| Group One Trading, L.P. | 5,551 | $100.0K | 0.00% | +5,551 | New |
| TD Private Client Wealth LLC | 5,928 | $106.5K | 0.01% | +598+11.2% | Added |
| Rockefeller Capital Management L.P. | 6,444 | $115.0K | 0.00% | +3,117+93.7% | Added |
| 1832 Asset Management L.P. | 6,650 | $119.0K | 0.00% | −781−10.5% | Reduced |
| IFP Advisors, Inc | 3,817 | $136.0K | 0.00% | −2,294−37.5% | Reduced |
| The PNC Financial Services Group, Inc. | 8,218 | $147.0K | 0.00% | +1,608+24.3% | Added |
| Compagnie Lombard Odier SCmA | 8,180 | $147.0K | 0.00% | +7,900+2,821.4% | Added |
| Advisor Group Holdings, Inc. | 9,223 | $166.0K | 0.00% | +460+5.2% | Added |
| American Century Companies Inc | 10,101 | $181.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 10,093 | $181.0K | 0.01% | +10,093 | New |
| Park Avenue Securities LLC | 10,380 | $186.0K | 0.00% | +2,867+38.2% | Added |
| Walleye Trading LLC | 10,502 | $189.0K | 0.00% | +10,502 | New |
| Regions Financial Corp | 10,811 | $194.0K | 0.00% | −2,056−16.0% | Reduced |
| Marks Group Wealth Management, Inc | 11,698 | $210.0K | 0.03% | +1,421+13.8% | Added |
| HAP Trading, LLC | 12,122 | $218.0K | 0.03% | +12,122 | New |
| Captrust Financial Advisors | 12,202 | $219.0K | 0.00% | +5,110+72.1% | Added |
| Bayesian Capital Management, LP | 12,500 | $224.0K | 0.04% | +12,500 | New |
| Yorktown Management & Research Co Inc | 12,800 | $230.0K | 0.30% | +12,800 | New |
| Twinbeech Capital LP | 12,824 | $230.0K | 0.01% | +12,824 | New |
| Millennium Management LLC | 16,726 | $300.0K | 0.00% | −597,140−97.3% | Reduced |
| Exchange Traded Concepts, LLC | 17,310 | $311.0K | 0.01% | −3,917−18.5% | Reduced |
| FDx Advisors, Inc. | 17,383 | $312.0K | 0.01% | −474−2.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,524 | $340.0K | 0.01% | +18,524 | New |
| Tower Research Capital LLC (TRC) | 19,236 | $345.0K | 0.01% | −4,192−17.9% | Reduced |
| Barclays PLC | 19,470 | $350.0K | 0.00% | −43,031−68.8% | Reduced |
| Storebrand Asset Management AS | 21,623 | $388.3K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 24,391 | $438.0K | 0.01% | −73−0.3% | Reduced |
| CIBC World Markets Inc. | 24,465 | $439.0K | 0.00% | +1,731+7.6% | Added |
| Qube Research & Technologies Ltd | 27,213 | $489.0K | 0.00% | +27,213 | New |
| Legacy Wealth Asset Management, LLC | 29,670 | $533.0K | 0.22% | +5,435+22.4% | Added |
| MYDA Advisors LLC | 30,000 | $539.0K | 0.22% | +30,000 | New |
| Keybank National Association | 31,223 | $561.0K | 0.00% | −2,579−7.6% | Reduced |
| Mariner, LLC | 32,024 | $575.0K | 0.00% | +3,673+13.0% | Added |
| Wells Fargo & Company | 32,338 | $580.0K | 0.00% | −3,745−10.4% | Reduced |
| Verition Fund Management LLC | 32,402 | $582.0K | 0.01% | +21,459+196.1% | Added |
| Allianz Asset Management GmbH | 34,832 | $626.0K | 0.00% | −18,344−34.5% | Reduced |
| Citigroup Inc | 37,496 | $673.0K | 0.00% | −68,294−64.6% | Reduced |
| Davenport & Co LLC | 38,023 | $683.0K | 0.01% | −20.0% | Reduced |
| Utah Retirement Systems | 38,100 | $684.0K | 0.01% | −1,600−4.0% | Reduced |
| Banco BTG Pactual S.A. | 38,088 | $684.0K | 0.44% | +23,958+169.6% | Added |
| BTG Pactual Global Asset Management Ltd | 38,293 | $688.0K | 0.63% | +15,871+70.8% | Added |
| First Republic Investment Management, Inc. | 44,748 | $804.0K | 0.00% | +1,007+2.3% | Added |
| Neuberger Berman Group LLC | 46,672 | $838.0K | 0.00% | −54,022−53.6% | Reduced |
| Truist Financial Corp | 47,795 | $858.0K | 0.00% | +838+1.8% | Added |
| Krane Funds Advisors LLC | 47,871 | $860.0K | 0.03% | +4,393+10.1% | Added |
| Invesco Ltd. | 50,685 | $911.0K | 0.00% | +9,574+23.3% | Added |
| Tandem Capital Management Corp | 51,148 | $919.0K | 0.74% | 00.0% | Unchanged |
| Bank of America Corp | 54,795 | $984.0K | 0.00% | −121,557−68.9% | Reduced |
| Cubist Systematic Strategies, LLC | 54,934 | $987.0K | 0.01% | −12,804−18.9% | Reduced |
| Fifth Third Bancorp | 59,327 | $1.07M | 0.01% | +144+0.2% | Added |
| Brookfield Asset Management Inc. | 62,500 | $1.12M | 0.00% | −123,881−66.5% | Reduced |
| National Bank of Canada | 72,150 | $1.29M | 0.01% | +10,461+17.0% | Added |
| Channing Global Advisors, LLC | 73,249 | $1.32M | 1.41% | −29,769−28.9% | Reduced |
| Deutsche Bank AG | 78,267 | $1.41M | 0.00% | −126,864−61.8% | Reduced |
| Susquehanna International Group, LLP | 82,950 | $1.49M | 0.00% | +30,704+58.8% | Added |
| US Bancorp | 87,865 | $1.58M | 0.00% | −8,051−8.4% | Reduced |
| UBS Asset Management Americas Inc | 88,531 | $1.59M | 0.00% | +11,324+14.7% | Added |
| ExodusPoint Capital Management, LP | 88,681 | $1.59M | 0.02% | +63,870+257.4% | Added |