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 |
|---|---|---|---|---|---|
| Citigroup Inc | 89,698 | $1.71M | 0.00% | +52,202+139.2% | Added |
| Natixis Advisors, L.P. | 90,364 | $1.72M | 0.01% | −8,168−8.3% | Reduced |
| US Bancorp | 92,056 | $1.75M | 0.00% | +4,191+4.8% | Added |
| UBS Asset Management Americas Inc | 99,798 | $1.90M | 0.00% | +11,267+12.7% | Added |
| Oppenheimer Asset Management Inc. | 106,160 | $2.02M | 0.04% | −872−0.8% | Reduced |
| UBS Group AG | 109,775 | $2.09M | 0.00% | +1,601+1.5% | Added |
| Ergoteles LLC | 111,622 | $2.12M | 0.07% | −71,598−39.1% | Reduced |
| Synovus Financial Corp | 113,249 | $2.15M | 0.03% | +4,928+4.5% | Added |
| Squarepoint Ops LLC | 117,701 | $2.24M | 0.02% | −16,999−12.6% | Reduced |
| Madison Asset Management, LLC | 118,527 | $2.25M | 0.04% | −5,766−4.6% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 120,289 | $2.29M | 0.03% | −9,872−7.6% | Reduced |
| Renaissance Capital LLC | 121,544 | $2.31M | 1.48% | −15,018−11.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 123,540 | $2.35M | 0.01% | +123,540 | New |
| Indus Capital Partners, LLC | 127,309 | $2.42M | 1.76% | +127,309 | New |
| Russell Investments Group, Ltd. | 132,266 | $2.51M | 0.01% | +9,890+8.1% | Added |
| INCA Investments LLC | 132,237 | $2.51M | 1.45% | +132,237 | New |
| Royal Bank of Canada | 134,958 | $2.57M | 0.00% | −2,776−2.0% | Reduced |
| Citadel Advisors LLC | 143,079 | $2.72M | 0.00% | −214,204−60.0% | Reduced |
| Susquehanna International Group, LLP | 143,838 | $2.73M | 0.01% | +60,888+73.4% | Added |
| Penserra Capital Management LLC | 154,666 | $2.94M | 0.08% | −12,106−7.3% | Reduced |
| Bank of America Corp | 166,085 | $3.16M | 0.00% | +111,290+203.1% | Added |
| Thomas White International Ltd | 183,163 | $3.48M | 0.82% | +43,824+31.5% | Added |
| Legal & General Group Plc | 183,848 | $3.50M | 0.00% | −8,984−4.7% | Reduced |
| Westpac Banking Corp | 184,795 | $3.51M | 0.05% | +7,662+4.3% | Added |
| Cubist Systematic Strategies, LLC | 222,343 | $4.23M | 0.03% | +167,409+304.7% | Added |
| Old Well Partners, LLC | 225,300 | $4.28M | 3.56% | +53,100+30.8% | Added |
| Kapitalo Investimentos Ltda | 245,664 | $4.67M | 1.97% | 00.0% | Unchanged |
| Pictet Asset Management SA | 249,689 | $4.75M | 0.01% | +1,177+0.5% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 253,367 | $4.82M | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 258,358 | $4.91M | 0.05% | −118,270−31.4% | Reduced |
| Vanguard Group Inc | 262,872 | $5.00M | 0.00% | +26,424+11.2% | Added |
| Handelsbanken Fonder AB | 267,788 | $5.09M | 0.03% | +77,000+40.4% | Added |
| Northern Trust Corp | 270,748 | $5.15M | 0.00% | −22,035−7.5% | Reduced |
| Envestnet Asset Management Inc | 277,351 | $5.27M | 0.00% | +1,259+0.5% | Added |
| Capital Research Global Investors | 292,000 | $5.55M | 0.00% | −4,701,472−94.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 295,284 | $5.61M | 0.10% | +295,284 | New |
| Jarislowsky, Fraser Ltd | 341,358 | $6.49M | 0.05% | +950+0.3% | Added |
| New York State Common Retirement Fund | 346,100 | $6.58M | 0.01% | +924+0.3% | Added |
| Geode Capital Management, LLC | 353,530 | $6.72M | 0.00% | +14,572+4.3% | Added |
| Verde Servicos Internacionais S.A. | 394,066 | $7.49M | 2.52% | −235,577−37.4% | Reduced |
| State Street Corp | 417,752 | $7.94M | 0.00% | +16,237+4.0% | Added |
| Millennium Management LLC | 436,373 | $8.29M | 0.01% | +419,647+2,509.0% | Added |
| Earnest Partners LLC | 449,772 | $8.55M | 0.06% | −4,937−1.1% | Reduced |
| Baillie Gifford & Co | 464,136 | $8.82M | 0.01% | +6,192+1.4% | Added |
| Fisher Asset Management, LLC | 479,529 | $9.12M | 0.01% | −2,962−0.6% | Reduced |
| Inherent Group, LP | 480,274 | $9.13M | 3.85% | −179,601−27.2% | Reduced |
| Norges Bank | 614,113 | $11.7M | 0.00% | +23,680+4.0% | Added |
| LMR Partners LLP | 625,366 | $11.9M | 0.30% | 00.0% | Unchanged |
| Gavea Investimentos Ltda | 633,956 | $12.1M | 15.54% | −137,284−17.8% | Reduced |
| California Public Employees Retirement System | 712,684 | $13.5M | 0.01% | +123,624+21.0% | Added |
| Bessemer Group Inc | 741,338 | $14.1M | 0.04% | +377+0.1% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 816,275 | $15.5M | 8.55% | +250,900+44.4% | Added |
| FIL Ltd | 829,450 | $15.8M | 0.02% | −2,055,009−71.2% | Reduced |
| Seafarer Capital Partners, LLC | 971,200 | $18.5M | 8.87% | +21,000+2.2% | Added |
| Thornburg Investment Management Inc | 994,662 | $18.9M | 0.33% | −75,489−7.1% | Reduced |
| Franklin Resources Inc | 1,044,732 | $19.9M | 0.01% | +12,910+1.3% | Added |
| Kiron Capital Gestao de Recursos Ltda. | 1,116,635 | $21.2M | 57.58% | −168,565−13.1% | Reduced |
| ThornTree Capital Partners LP | 1,191,399 | $22.6M | 7.72% | +557,077+87.8% | Added |
| BlackRock Inc. | 1,229,854 | $23.4M | 0.00% | +508,310+70.4% | Added |
| VELT Partners Investimentos Ltda. | 1,246,079 | $23.7M | 37.72% | −1,597,454−56.2% | Reduced |
| Goldman Sachs Group Inc | 1,247,658 | $23.7M | 0.01% | −1,774,437−58.7% | Reduced |
| APG Asset Management N.V. | 1,250,000 | $24.3M | 0.06% | +264,074+26.8% | Added |
| TT International Asset Management LTD | 1,440,248 | $27.4M | 3.09% | +1,440,248 | New |
| Cartica Management, LLC | 1,457,504 | $27.7M | 14.59% | +96,787+7.1% | Added |
| SEI Investments Co | 1,468,712 | $27.9M | 0.06% | +142,159+10.7% | Added |
| Bamco Inc | 1,479,733 | $28.1M | 0.09% | −367,644−19.9% | Reduced |
| Axiom Investors LLC | 1,642,807 | $31.2M | 0.66% | +456,772+38.5% | Added |
| Dynamo Internacional Gestao de Recursos Ltda. | 1,643,112 | $31.2M | 4.42% | −279,942−14.6% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,650,442 | $31.4M | 26.75% | +82,816+5.3% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 1,759,311 | $32.2M | 13.10% | −1,156,741−39.7% | Reduced |
| Orbis Allan Gray Ltd | 1,780,993 | $33.9M | 0.28% | +891,298+100.2% | Added |
| Dynamo Administracao de Recursos Ltda. | 1,808,906 | $34.4M | 16.71% | −342,171−15.9% | Reduced |
| Nordea Investment Management AB | 1,992,147 | $36.7M | 0.06% | +1,716,126+621.7% | Added |
| Constellation Investimentos e Participacoes Ltda | 2,052,492 | $39.0M | 34.81% | −2,016,565−49.6% | Reduced |
| Coronation Fund Managers Ltd. | 2,145,027 | $40.8M | 2.19% | −477,864−18.2% | Reduced |
| Ameriprise Financial Inc | 2,231,332 | $42.4M | 0.02% | −25,244−1.1% | Reduced |
| Morgan Stanley | 2,481,941 | $47.2M | 0.01% | −421,279−14.5% | Reduced |
| Advent International Corp | 2,662,138 | $50.6M | 0.45% | 00.0% | Unchanged |
| Schroder Investment Management Group | 2,743,497 | $52.2M | 0.09% | +2,743,497 | New |
| Southpoint Capital Advisors LP | 2,900,000 | $55.1M | 1.49% | −300,000−9.4% | Reduced |
| Two Creeks Capital Management, LP | 3,116,427 | $59.2M | 4.29% | +1,201,115+62.7% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 3,160,664 | $60.1M | 9.04% | −3,481,374−52.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,199,809 | $60.8M | 1.37% | +164,898+5.4% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 3,355,628 | $63.8M | 44.97% | −1,536,102−31.4% | Reduced |
| Canada Pension Plan Investment Board | 3,426,000 | $65.1M | 0.11% | +3,426,000 | New |
| Alkeon Capital Management LLC | 4,054,128 | $77.1M | 0.53% | −329,550−7.5% | Reduced |
| Wellington Management Group LLP | 4,215,172 | $80.1M | 0.02% | +402,415+10.6% | Added |
| Durable Capital Partners LP | 4,612,865 | $87.7M | 0.96% | −786,083−14.6% | Reduced |
| Sustainable Growth Advisers, LP | 5,159,753 | $98.1M | 0.73% | +425,241+9.0% | Added |
| Sands Capital Management, LLC | 8,133,572 | $154.6M | 0.58% | −347,774−4.1% | Reduced |
| Truxt Investmentos Ltda. | 9,072,765 | $172.5M | 43.56% | −129,617−1.4% | Reduced |
| JPMorgan Chase & Co | 12,653,895 | $240.6M | 0.04% | +2,674,592+26.8% | Added |
| Squadra Investments - Gestao de Recursos Ltda. | 13,253,797 | $252.0M | 54.37% | +1,691,496+14.6% | Added |
| Capital World Investors | 14,445,641 | $274.6M | 0.06% | +1,557,648+12.1% | Added |
| Harding Loevner LP | 16,002,301 | $304.2M | 1.99% | −279,241−1.7% | Reduced |
| FMR LLC | 17,113,787 | $325.3M | 0.03% | +2,972,983+21.0% | Added |
| Price T Rowe Associates Inc | 20,352,279 | $388.1M | 0.06% | −1,407,583−6.5% | Reduced |
| General Atlantic LLC | 25,317,733 | $481.3M | 5.67% | +4,842,000+23.6% | Added |
| Dodge & Cox | 29,866,731 | $567.8M | 0.43% | +978,546+3.4% | Added |
| Sofos Investments, Inc. | 380 | – | – | +380 | New |