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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 88,681 | $1.59M | 0.02% | +63,870+257.4% | Added |
| UBS Asset Management Americas Inc | 88,531 | $1.59M | 0.00% | +11,324+14.7% | Added |
| US Bancorp | 87,865 | $1.58M | 0.00% | −8,051−8.4% | Reduced |
| Susquehanna International Group, LLP | 82,950 | $1.49M | 0.00% | +30,704+58.8% | Added |
| Deutsche Bank AG | 78,267 | $1.41M | 0.00% | −126,864−61.8% | Reduced |
| Channing Global Advisors, LLC | 73,249 | $1.32M | 1.41% | −29,769−28.9% | Reduced |
| National Bank of Canada | 72,150 | $1.29M | 0.01% | +10,461+17.0% | Added |
| Brookfield Asset Management Inc. | 62,500 | $1.12M | 0.00% | −123,881−66.5% | Reduced |
| Fifth Third Bancorp | 59,327 | $1.07M | 0.01% | +144+0.2% | Added |
| Cubist Systematic Strategies, LLC | 54,934 | $987.0K | 0.01% | −12,804−18.9% | Reduced |
| Bank of America Corp | 54,795 | $984.0K | 0.00% | −121,557−68.9% | Reduced |
| Tandem Capital Management Corp | 51,148 | $919.0K | 0.74% | 00.0% | Unchanged |
| Invesco Ltd. | 50,685 | $911.0K | 0.00% | +9,574+23.3% | Added |
| Krane Funds Advisors LLC | 47,871 | $860.0K | 0.03% | +4,393+10.1% | Added |
| Truist Financial Corp | 47,795 | $858.0K | 0.00% | +838+1.8% | Added |
| Neuberger Berman Group LLC | 46,672 | $838.0K | 0.00% | −54,022−53.6% | Reduced |
| First Republic Investment Management, Inc. | 44,748 | $804.0K | 0.00% | +1,007+2.3% | Added |
| BTG Pactual Global Asset Management Ltd | 38,293 | $688.0K | 0.63% | +15,871+70.8% | Added |
| 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 |
| Davenport & Co LLC | 38,023 | $683.0K | 0.01% | −20.0% | Reduced |
| Citigroup Inc | 37,496 | $673.0K | 0.00% | −68,294−64.6% | Reduced |
| Allianz Asset Management GmbH | 34,832 | $626.0K | 0.00% | −18,344−34.5% | Reduced |
| Verition Fund Management LLC | 32,402 | $582.0K | 0.01% | +21,459+196.1% | Added |
| Wells Fargo & Company | 32,338 | $580.0K | 0.00% | −3,745−10.4% | Reduced |
| Mariner, LLC | 32,024 | $575.0K | 0.00% | +3,673+13.0% | Added |
| Keybank National Association | 31,223 | $561.0K | 0.00% | −2,579−7.6% | Reduced |
| MYDA Advisors LLC | 30,000 | $539.0K | 0.22% | +30,000 | New |
| Legacy Wealth Asset Management, LLC | 29,670 | $533.0K | 0.22% | +5,435+22.4% | Added |
| Qube Research & Technologies Ltd | 27,213 | $489.0K | 0.00% | +27,213 | New |
| CIBC World Markets Inc. | 24,465 | $439.0K | 0.00% | +1,731+7.6% | Added |
| Congress Wealth Management LLC | 24,391 | $438.0K | 0.01% | −73−0.3% | Reduced |
| Storebrand Asset Management AS | 21,623 | $388.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 19,470 | $350.0K | 0.00% | −43,031−68.8% | Reduced |
| Tower Research Capital LLC (TRC) | 19,236 | $345.0K | 0.01% | −4,192−17.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,524 | $340.0K | 0.01% | +18,524 | New |
| FDx Advisors, Inc. | 17,383 | $312.0K | 0.01% | −474−2.7% | Reduced |
| Exchange Traded Concepts, LLC | 17,310 | $311.0K | 0.01% | −3,917−18.5% | Reduced |
| Millennium Management LLC | 16,726 | $300.0K | 0.00% | −597,140−97.3% | Reduced |
| 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 |
| Bayesian Capital Management, LP | 12,500 | $224.0K | 0.04% | +12,500 | New |
| Captrust Financial Advisors | 12,202 | $219.0K | 0.00% | +5,110+72.1% | Added |
| HAP Trading, LLC | 12,122 | $218.0K | 0.03% | +12,122 | New |
| Marks Group Wealth Management, Inc | 11,698 | $210.0K | 0.03% | +1,421+13.8% | Added |
| Regions Financial Corp | 10,811 | $194.0K | 0.00% | −2,056−16.0% | Reduced |
| Walleye Trading LLC | 10,502 | $189.0K | 0.00% | +10,502 | New |
| Park Avenue Securities LLC | 10,380 | $186.0K | 0.00% | +2,867+38.2% | 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 |
| Advisor Group Holdings, Inc. | 9,223 | $166.0K | 0.00% | +460+5.2% | Added |
| 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 |
| IFP Advisors, Inc | 3,817 | $136.0K | 0.00% | −2,294−37.5% | Reduced |
| 1832 Asset Management L.P. | 6,650 | $119.0K | 0.00% | −781−10.5% | Reduced |
| Rockefeller Capital Management L.P. | 6,444 | $115.0K | 0.00% | +3,117+93.7% | Added |
| TD Private Client Wealth LLC | 5,928 | $106.5K | 0.01% | +598+11.2% | Added |
| Group One Trading, L.P. | 5,551 | $100.0K | 0.00% | +5,551 | New |
| Ronald Blue Trust, Inc. | 2,154 | $65.0K | 0.00% | +2,154 | New |
| Quadrant Capital Group LLC | 1,604 | $29.0K | 0.00% | +46+3.0% | Added |
| Turim 21 Investimentos Ltda. | 1,400 | $25.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 1,165 | $21.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,125 | $20.0K | 0.00% | +613+119.7% | Added |
| First Horizon Advisors, Inc. | 1,019 | $18.0K | 0.00% | +523+105.4% | Added |
| Harbor Investment Advisory, LLC | 760 | $14.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 707 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 606 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 483 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 432 | $8.00K | 0.00% | 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 |
| Pin Oak Investment Advisors Inc | 349 | $6.00K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 261 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 264 | $5.00K | 0.00% | +264 | New |
| Investors Research Corp | 204 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 214 | $4.00K | 0.00% | +33+18.2% | Added |
| American Portfolios Advisors | 215 | $3.86K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 204 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 6 | $108 | 0.00% | 00.0% | Unchanged |
| 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 |