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, Q4 2022
Institutional positions in XP Inc. as of Dec 31, 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
- 199
- +3 vs. Q3 2022
- Shares held
- 286.3M
- +24.8M (+9.5%) vs. Q3 2022
- Total value
- $4.39B
- −$577.8M (−11.6%) vs. Q3 2022
- New holders
- 42
- 60 more added
- Sold out
- 39
- 71 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 10 | $0 | 0.00% | −207−95.4% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 21 | $0 | 0.00% | −6−22.2% | Reduced |
| Sageworth Trust Co of South Dakota | 18 | $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 |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Citadel Advisors LLC | 2 | $31 | 0.00% | −143,077−100.0% | Reduced |
| Leonteq Securities AG | 2 | $31 | 0.00% | +2 | New |
| Hollencrest Capital Management | 3 | $46 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 15 | $79 | 0.00% | −365−96.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 6 | $92 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7 | $107 | 0.00% | +7 | New |
| Northwestern Mutual Wealth Management Co | 11 | $168 | 0.00% | +11 | New |
| Whittier Trust Co | 12 | $184 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $199 | 0.00% | +13 | New |
| Parallel Advisors, LLC | 16 | $245 | 0.00% | −137−89.5% | Reduced |
| HHM Wealth Advisors, LLC | 20 | $307 | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 29 | $445 | 0.00% | +4+16.0% | Added |
| Brown Brothers Harriman & Co | 60 | $920 | 0.00% | −1,244−95.4% | Reduced |
| Montag A & Associates Inc | 65 | $997 | 0.00% | +65 | New |
| DekaBank Deutsche Girozentrale | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 69 | $1.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 70 | $1.07K | 0.00% | −97−58.1% | Reduced |
| Belpointe Asset Management LLC | 108 | $1.66K | 0.00% | +108 | New |
| Dark Forest Capital Management LP | 116 | $1.78K | 0.00% | +116 | New |
| Ronald Blue Trust, Inc. | 85 | $2.00K | 0.00% | +74+672.7% | Added |
| Lindbrook Capital, LLC | 161 | $2.47K | 0.00% | +1+0.6% | Added |
| Investors Research Corp | 204 | $3.13K | 0.00% | 00.0% | Unchanged |
| Natixis | 204 | $3.13K | 0.00% | +204 | New |
| Huntington National Bank | 247 | $3.79K | 0.00% | +49+24.7% | Added |
| Advisory Services Network, LLC | 248 | $3.80K | 0.00% | +248 | New |
| Compagnie Lombard Odier SCmA | 280 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 320 | $4.91K | 0.00% | +65+25.5% | Added |
| Pin Oak Investment Advisors Inc | 349 | $5.00K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 404 | $6.20K | 0.00% | +404 | New |
| Toronto Dominion Bank | 432 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 619 | $9.49K | 0.00% | −462−42.7% | Reduced |
| Umb Bank N A | 749 | $11.0K | 0.00% | −163−17.9% | Reduced |
| Park Place Capital Corp | 710 | $11.0K | 0.00% | +710 | New |
| Harbor Investment Advisory, LLC | 823 | $12.6K | 0.00% | +63+8.3% | Added |
| Tradition Wealth Management, LLC | 851 | $13.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 1,111 | $17.0K | 0.00% | −54−4.6% | Reduced |
| Signaturefd, LLC | 1,304 | $20.0K | 0.00% | −629−32.5% | Reduced |
| IFP Advisors, Inc | 513 | $22.0K | 0.00% | −3,334−86.7% | Reduced |
| Barclays PLC | 1,476 | $22.6K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,630 | $25.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 2,073 | $31.8K | 0.03% | +2,073 | New |
| One Wealth Advisors, LLC | 2,095 | $32.1K | 0.01% | +2,095 | New |
| Grove Bank & Trust | 2,197 | $34.0K | 0.01% | +2,197 | New |
| Comerica Securities,inc. | 2,449 | $37.6K | 0.00% | +2,449 | New |
| Quadrant Capital Group LLC | 2,849 | $43.7K | 0.00% | +130+4.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,862 | $44.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,508 | $53.8K | 0.00% | −1,625−31.7% | Reduced |
| Amundi | 4,583 | $73.5K | 0.00% | +4,283+1,427.7% | Added |
| Sandia Investment Management LP | 5,000 | $76.7K | 0.01% | +5,000 | New |
| Grandeur Peak Global Advisors, LLC | 5,205 | $79.8K | 0.00% | +5,205 | New |
| Ossiam | 5,240 | $80.4K | 0.00% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 5,973 | $91.6K | 0.01% | +5,973 | New |
| 1832 Asset Management L.P. | 7,350 | $112.7K | 0.00% | −1,100−13.0% | Reduced |
| The PNC Financial Services Group, Inc. | 7,515 | $115.3K | 0.00% | −1,384−15.6% | Reduced |
| Advisor Group Holdings, Inc. | 7,642 | $116.5K | 0.00% | −469−5.8% | Reduced |
| American Century Companies Inc | 10,101 | $154.9K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 10,147 | $155.0K | 0.00% | −2,022−16.6% | Reduced |
| Captrust Financial Advisors | 10,743 | $164.8K | 0.00% | +170+1.6% | Added |
| Deltec Asset Management LLC | 11,000 | $168.7K | 0.05% | +11,000 | New |
| FDx Advisors, Inc. | 11,042 | $169.0K | 0.01% | +830+8.1% | Added |
| Marks Group Wealth Management, Inc | 11,251 | $172.6K | 0.02% | −859−7.1% | Reduced |
| Cubist Systematic Strategies, LLC | 12,199 | $187.1K | 0.00% | −210,144−94.5% | Reduced |
| Veriti Management LLC | 12,329 | $189.1K | 0.03% | +12,329 | New |
| CIBC World Markets Inc. | 12,521 | $192.0K | 0.00% | −6,724−34.9% | Reduced |
| Baader Bank INC | 13,000 | $199.4K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,063 | $200.4K | 0.01% | +13,063 | New |
| Wells Fargo & Company | 13,359 | $204.9K | 0.00% | −2,126−13.7% | Reduced |
| Trexquant Investment LP | 15,102 | $231.7K | 0.01% | +15,102 | New |
| Storebrand Asset Management AS | 15,415 | $236.5K | 0.00% | −2,957−16.1% | Reduced |
| Qsemble Capital Management, LP | 16,000 | $245.4K | 0.17% | +16,000 | New |
| VPR Management LLC | 17,948 | $275.0K | 0.06% | +17,948 | New |
| Simplex Trading, LLC | 18,379 | $281.0K | 0.01% | −32,755−64.1% | Reduced |
| Exchange Traded Concepts, LLC | 24,133 | $370.2K | 0.01% | +6,113+33.9% | Added |
| Legacy Wealth Asset Management, LLC | 27,271 | $418.3K | 0.16% | +10,862+66.2% | Added |
| Group One Trading, L.P. | 27,610 | $423.5K | 0.01% | −6,978−20.2% | Reduced |
| Keybank National Association | 28,970 | $444.4K | 0.00% | +150+0.5% | Added |
| Tower Research Capital LLC (TRC) | 32,116 | $493.0K | 0.02% | +24,988+350.6% | Added |
| Thornburg Investment Management Inc | 33,786 | $511.0K | 0.01% | −960,876−96.6% | Reduced |
| Tandem Capital Management Corp | 34,488 | $529.0K | 0.42% | −16,420−32.3% | Reduced |
| Davenport & Co LLC | 34,581 | $530.0K | 0.00% | −1,726−4.8% | Reduced |
| Bank of Montreal | 35,363 | $542.8K | 0.00% | −7,569−17.6% | Reduced |
| Two Sigma Advisers, LP | 38,673 | $593.2K | 0.00% | +38,673 | New |
| Truist Financial Corp | 38,991 | $598.1K | 0.00% | −7,911−16.9% | Reduced |
| Bank of America Corp | 39,401 | $604.4K | 0.00% | −126,684−76.3% | Reduced |
| Neuberger Berman Group LLC | 39,456 | $605.3K | 0.00% | −3,716−8.6% | Reduced |
| Utah Retirement Systems | 40,200 | $616.7K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 42,427 | $650.8K | 0.00% | −4,967−10.5% | Reduced |
| Channing Global Advisors, LLC | 43,704 | $670.4K | 0.77% | −20,334−31.8% | Reduced |
| Mariner, LLC | 44,025 | $675.0K | 0.00% | +4,593+11.6% | Added |
| MYDA Advisors LLC | 48,000 | $736.3K | 0.53% | +48,000 | New |
| Fifth Third Bancorp | 49,914 | $765.7K | 0.00% | −6,654−11.8% | Reduced |
| Krane Funds Advisors LLC | 52,875 | $811.0K | 0.03% | +8,774+19.9% | Added |
| Vetamer Capital Management, L.P. | 53,797 | $825.2K | 1.14% | +53,797 | New |