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, Q3 2022
Institutional positions in XP Inc. as of Sep 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
- +1 vs. Q2 2022
- Shares held
- 263.2M
- +751.7K (+0.3%) vs. Q2 2022
- Total value
- $5.00B
- +$288.1M (+6.1%) vs. Q2 2022
- New holders
- 31
- 70 more added
- Sold out
- 30
- 78 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 27 | $0 | 0.00% | −6,417−99.6% | Reduced |
| Ronald Blue Trust, Inc. | 11 | $0 | 0.00% | −2,143−99.5% | Reduced |
| Sageworth Trust Co of South Dakota | 18 | $0 | 0.00% | −21−53.8% | Reduced |
| Whittier Trust Co | 12 | $0 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 5 | $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 |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Bell Investment Advisors, Inc | 25 | $0 | 0.00% | +25 | New |
| Federation des caisses Desjardins du Quebec | 6 | $114 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 69 | $1.00K | 0.00% | +69 | New |
| Community Bank, N.A. | 73 | $1.00K | 0.00% | +73 | New |
| Advisors Asset Management, Inc. | 120 | $2.00K | 0.00% | −144−54.5% | Reduced |
| DekaBank Deutsche Girozentrale | 96 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 167 | $3.00K | 0.00% | −540−76.4% | Reduced |
| Parallel Advisors, LLC | 153 | $3.00K | 0.00% | +55+56.1% | Added |
| Lindbrook Capital, LLC | 160 | $3.00K | 0.00% | +95+146.2% | Added |
| Bourgeon Capital Management LLC | 171 | $3.00K | 0.00% | +171 | New |
| Wipfli Financial Advisors LLC, | 137 | $3.00K | 0.00% | +137 | New |
| FinTrust Capital Advisors, LLC | 255 | $4.00K | 0.00% | −94−26.9% | Reduced |
| Wolff Wiese Magana LLC | 234 | $4.00K | 0.00% | −132−36.1% | Reduced |
| Huntington National Bank | 198 | $4.00K | 0.00% | −16−7.5% | Reduced |
| Investors Research Corp | 204 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 217 | $4.00K | 0.00% | +207+2,070.0% | Added |
| American Portfolios Advisors | 215 | $4.09K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 280 | $5.00K | 0.00% | −7,900−96.6% | Reduced |
| Amundi | 300 | $6.00K | 0.00% | +167+125.6% | Added |
| Pin Oak Investment Advisors Inc | 349 | $7.00K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 432 | $8.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 397 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 606 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 760 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 851 | $16.0K | 0.00% | +851 | New |
| Umb Bank N A | 912 | $17.0K | 0.00% | +708+347.1% | Added |
| First Horizon Advisors, Inc. | 1,081 | $21.0K | 0.00% | +62+6.1% | Added |
| Credit Agricole S A | 1,165 | $22.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,304 | $25.0K | 0.00% | +821+170.0% | Added |
| Barclays PLC | 1,476 | $28.0K | 0.00% | −17,994−92.4% | Reduced |
| Turim 21 Investimentos Ltda. | 1,630 | $31.0K | 0.03% | +230+16.4% | Added |
| Signaturefd, LLC | 1,933 | $37.0K | 0.00% | +808+71.8% | Added |
| Quadrant Capital Group LLC | 2,719 | $52.0K | 0.01% | +1,115+69.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,862 | $52.0K | 0.00% | +2,862 | New |
| TD Private Client Wealth LLC | 5,133 | $97.6K | 0.00% | −795−13.4% | Reduced |
| Ossiam | 5,240 | $100.0K | 0.00% | +5,240 | New |
| Tower Research Capital LLC (TRC) | 7,128 | $135.0K | 0.00% | −12,108−62.9% | Reduced |
| IFP Advisors, Inc | 3,847 | $137.0K | 0.00% | +30+0.8% | Added |
| Advisor Group Holdings, Inc. | 8,111 | $155.0K | 0.00% | −1,112−12.1% | Reduced |
| 1832 Asset Management L.P. | 8,450 | $161.0K | 0.00% | +1,800+27.1% | Added |
| Walleye Trading LLC | 8,909 | $169.0K | 0.01% | −1,593−15.2% | Reduced |
| The PNC Financial Services Group, Inc. | 8,899 | $169.0K | 0.00% | +681+8.3% | Added |
| American Century Companies Inc | 10,101 | $192.0K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 10,212 | $194.0K | 0.01% | −7,171−41.3% | Reduced |
| Brinker Capital Investments, LLC | 10,217 | $194.0K | 0.00% | +10,217 | New |
| Captrust Financial Advisors | 10,573 | $201.0K | 0.00% | −1,629−13.4% | Reduced |
| Banco BTG Pactual S.A. | 10,788 | $205.0K | 0.11% | −27,300−71.7% | Reduced |
| PDT Partners, LLC | 11,459 | $218.0K | 0.03% | +11,459 | New |
| Marks Group Wealth Management, Inc | 12,110 | $230.0K | 0.04% | +412+3.5% | Added |
| Regions Financial Corp | 12,169 | $231.0K | 0.00% | +1,358+12.6% | Added |
| Baader Bank INC | 13,000 | $247.1K | 0.02% | +13,000 | New |
| Graham Capital Management, L.P. | 13,363 | $254.0K | 0.01% | +13,363 | New |
| Verition Fund Management LLC | 14,458 | $275.0K | 0.00% | −17,944−55.4% | Reduced |
| Wells Fargo & Company | 15,485 | $295.0K | 0.00% | −16,853−52.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 16,409 | $312.0K | 0.14% | −13,261−44.7% | Reduced |
| Fox Run Management, L.L.C. | 17,645 | $335.0K | 0.13% | +17,645 | New |
| Yorktown Management & Research Co Inc | 17,950 | $341.0K | 0.44% | +5,150+40.2% | Added |
| Exchange Traded Concepts, LLC | 18,020 | $343.0K | 0.01% | +710+4.1% | Added |
| Storebrand Asset Management AS | 18,372 | $349.3K | 0.00% | −3,251−15.0% | Reduced |
| Cutler Group LP | 18,770 | $356.0K | 0.04% | +18,770 | New |
| CIBC World Markets Inc. | 19,245 | $366.0K | 0.00% | −5,220−21.3% | Reduced |
| Balyasny Asset Management LLC | 19,473 | $370.0K | 0.00% | +19,473 | New |
| Quadrature Capital Ltd | 19,538 | $371.0K | 0.01% | +19,538 | New |
| Quantbot Technologies LP | 24,265 | $461.0K | 0.03% | +24,265 | New |
| First Trust Advisors LP | 25,499 | $485.0K | 0.00% | +25,499 | New |
| Bank of New York Mellon Corp | 27,097 | $516.0K | 0.00% | −71,735−72.6% | Reduced |
| Keybank National Association | 28,820 | $548.0K | 0.00% | −2,403−7.7% | Reduced |
| Group One Trading, L.P. | 34,588 | $658.0K | 0.02% | +29,037+523.1% | Added |
| Davenport & Co LLC | 36,307 | $690.0K | 0.01% | −1,716−4.5% | Reduced |
| State of New Jersey Common Pension Fund D | 36,525 | $694.0K | 0.00% | +36,525 | New |
| Bayesian Capital Management, LP | 38,500 | $732.0K | 0.15% | +26,000+208.0% | Added |
| Mariner, LLC | 39,432 | $750.0K | 0.00% | +7,408+23.1% | Added |
| Utah Retirement Systems | 40,200 | $764.0K | 0.01% | +2,100+5.5% | Added |
| Capital Fund Management S.A. | 41,063 | $780.6K | 0.02% | +41,063 | New |
| Neuberger Berman Group LLC | 43,172 | $820.0K | 0.00% | −3,500−7.5% | Reduced |
| Congress Wealth Management LLC | 43,322 | $824.0K | 0.02% | +18,931+77.6% | Added |
| Bank of Montreal | 42,932 | $825.0K | 0.00% | −802,293−94.9% | Reduced |
| Krane Funds Advisors LLC | 44,101 | $838.0K | 0.04% | −3,770−7.9% | Reduced |
| Truist Financial Corp | 46,902 | $892.0K | 0.00% | −893−1.9% | Reduced |
| First Republic Investment Management, Inc. | 47,394 | $901.0K | 0.00% | +2,646+5.9% | Added |
| Invesco Ltd. | 47,935 | $911.0K | 0.00% | −2,750−5.4% | Reduced |
| Tandem Capital Management Corp | 50,908 | $919.0K | 0.78% | −240−0.5% | Reduced |
| Simplex Trading, LLC | 51,134 | $972.0K | 0.04% | +51,134 | New |
| Deutsche Bank AG | 51,813 | $986.0K | 0.00% | −26,454−33.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 55,356 | $1.05M | 0.00% | +55,356 | New |
| Fifth Third Bancorp | 56,568 | $1.07M | 0.01% | −2,759−4.7% | Reduced |
| Channing Global Advisors, LLC | 64,038 | $1.22M | 1.55% | −9,211−12.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 71,342 | $1.36M | 0.00% | −764,553−91.5% | Reduced |
| Jane Street Group, LLC | 76,221 | $1.45M | 0.00% | −122,097−61.6% | Reduced |
| Credit Suisse AG | 76,868 | $1.46M | 0.00% | −70,814−48.0% | Reduced |
| National Bank of Canada | 72,150 | $1.50M | 0.01% | 00.0% | Unchanged |