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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 76,868 | $1.46M | 0.00% | −70,814−48.0% | Reduced |
| Jane Street Group, LLC | 76,221 | $1.45M | 0.00% | −122,097−61.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 71,342 | $1.36M | 0.00% | −764,553−91.5% | Reduced |
| Channing Global Advisors, LLC | 64,038 | $1.22M | 1.55% | −9,211−12.6% | Reduced |
| Fifth Third Bancorp | 56,568 | $1.07M | 0.01% | −2,759−4.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 55,356 | $1.05M | 0.00% | +55,356 | New |
| Deutsche Bank AG | 51,813 | $986.0K | 0.00% | −26,454−33.8% | Reduced |
| Simplex Trading, LLC | 51,134 | $972.0K | 0.04% | +51,134 | New |
| Tandem Capital Management Corp | 50,908 | $919.0K | 0.78% | −240−0.5% | Reduced |
| Invesco Ltd. | 47,935 | $911.0K | 0.00% | −2,750−5.4% | Reduced |
| First Republic Investment Management, Inc. | 47,394 | $901.0K | 0.00% | +2,646+5.9% | Added |
| Truist Financial Corp | 46,902 | $892.0K | 0.00% | −893−1.9% | Reduced |
| Krane Funds Advisors LLC | 44,101 | $838.0K | 0.04% | −3,770−7.9% | Reduced |
| Bank of Montreal | 42,932 | $825.0K | 0.00% | −802,293−94.9% | Reduced |
| Congress Wealth Management LLC | 43,322 | $824.0K | 0.02% | +18,931+77.6% | Added |
| Neuberger Berman Group LLC | 43,172 | $820.0K | 0.00% | −3,500−7.5% | Reduced |
| Capital Fund Management S.A. | 41,063 | $780.6K | 0.02% | +41,063 | New |
| Utah Retirement Systems | 40,200 | $764.0K | 0.01% | +2,100+5.5% | Added |
| Mariner, LLC | 39,432 | $750.0K | 0.00% | +7,408+23.1% | Added |
| Bayesian Capital Management, LP | 38,500 | $732.0K | 0.15% | +26,000+208.0% | Added |
| State of New Jersey Common Pension Fund D | 36,525 | $694.0K | 0.00% | +36,525 | New |
| Davenport & Co LLC | 36,307 | $690.0K | 0.01% | −1,716−4.5% | Reduced |
| Group One Trading, L.P. | 34,588 | $658.0K | 0.02% | +29,037+523.1% | Added |
| Keybank National Association | 28,820 | $548.0K | 0.00% | −2,403−7.7% | Reduced |
| Bank of New York Mellon Corp | 27,097 | $516.0K | 0.00% | −71,735−72.6% | Reduced |
| First Trust Advisors LP | 25,499 | $485.0K | 0.00% | +25,499 | New |
| Quantbot Technologies LP | 24,265 | $461.0K | 0.03% | +24,265 | New |
| Quadrature Capital Ltd | 19,538 | $371.0K | 0.01% | +19,538 | New |
| Balyasny Asset Management LLC | 19,473 | $370.0K | 0.00% | +19,473 | New |
| CIBC World Markets Inc. | 19,245 | $366.0K | 0.00% | −5,220−21.3% | Reduced |
| Cutler Group LP | 18,770 | $356.0K | 0.04% | +18,770 | New |
| Storebrand Asset Management AS | 18,372 | $349.3K | 0.00% | −3,251−15.0% | Reduced |
| Exchange Traded Concepts, LLC | 18,020 | $343.0K | 0.01% | +710+4.1% | Added |
| Yorktown Management & Research Co Inc | 17,950 | $341.0K | 0.44% | +5,150+40.2% | Added |
| Fox Run Management, L.L.C. | 17,645 | $335.0K | 0.13% | +17,645 | New |
| Legacy Wealth Asset Management, LLC | 16,409 | $312.0K | 0.14% | −13,261−44.7% | Reduced |
| Wells Fargo & Company | 15,485 | $295.0K | 0.00% | −16,853−52.1% | Reduced |
| Verition Fund Management LLC | 14,458 | $275.0K | 0.00% | −17,944−55.4% | Reduced |
| Graham Capital Management, L.P. | 13,363 | $254.0K | 0.01% | +13,363 | New |
| Baader Bank INC | 13,000 | $247.1K | 0.02% | +13,000 | New |
| Regions Financial Corp | 12,169 | $231.0K | 0.00% | +1,358+12.6% | Added |
| Marks Group Wealth Management, Inc | 12,110 | $230.0K | 0.04% | +412+3.5% | Added |
| PDT Partners, LLC | 11,459 | $218.0K | 0.03% | +11,459 | New |
| Banco BTG Pactual S.A. | 10,788 | $205.0K | 0.11% | −27,300−71.7% | Reduced |
| Captrust Financial Advisors | 10,573 | $201.0K | 0.00% | −1,629−13.4% | Reduced |
| 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 |
| American Century Companies Inc | 10,101 | $192.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 1832 Asset Management L.P. | 8,450 | $161.0K | 0.00% | +1,800+27.1% | Added |
| Advisor Group Holdings, Inc. | 8,111 | $155.0K | 0.00% | −1,112−12.1% | Reduced |
| IFP Advisors, Inc | 3,847 | $137.0K | 0.00% | +30+0.8% | Added |
| Tower Research Capital LLC (TRC) | 7,128 | $135.0K | 0.00% | −12,108−62.9% | Reduced |
| Ossiam | 5,240 | $100.0K | 0.00% | +5,240 | New |
| TD Private Client Wealth LLC | 5,133 | $97.6K | 0.00% | −795−13.4% | Reduced |
| 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 |
| Signaturefd, LLC | 1,933 | $37.0K | 0.00% | +808+71.8% | Added |
| Turim 21 Investimentos Ltda. | 1,630 | $31.0K | 0.03% | +230+16.4% | Added |
| Barclays PLC | 1,476 | $28.0K | 0.00% | −17,994−92.4% | Reduced |
| Brown Brothers Harriman & Co | 1,304 | $25.0K | 0.00% | +821+170.0% | Added |
| Credit Agricole S A | 1,165 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,081 | $21.0K | 0.00% | +62+6.1% | Added |
| Umb Bank N A | 912 | $17.0K | 0.00% | +708+347.1% | Added |
| Tradition Wealth Management, LLC | 851 | $16.0K | 0.00% | +851 | New |
| Harbor Investment Advisory, LLC | 760 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 606 | $12.0K | 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 |
| Pin Oak Investment Advisors Inc | 349 | $7.00K | 0.01% | 00.0% | Unchanged |
| Amundi | 300 | $6.00K | 0.00% | +167+125.6% | Added |
| Compagnie Lombard Odier SCmA | 280 | $5.00K | 0.00% | −7,900−96.6% | Reduced |
| American Portfolios Advisors | 215 | $4.09K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Advisors Asset Management, Inc. | 120 | $2.00K | 0.00% | −144−54.5% | Reduced |
| DekaBank Deutsche Girozentrale | 96 | $2.00K | 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 |
| Federation des caisses Desjardins du Quebec | 6 | $114 | 0.00% | 00.0% | Unchanged |
| 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 |
| Sofos Investments, Inc. | 380 | – | – | +380 | New |