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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 54,470 | $835.6K | 0.00% | −77,796−58.8% | Reduced |
| Squarepoint Ops LLC | 59,194 | $908.0K | 0.01% | −58,507−49.7% | Reduced |
| Deutsche Bank AG | 65,494 | $1.00M | 0.00% | +13,681+26.4% | Added |
| Engineers Gate Manager LP | 77,304 | $1.19M | 0.07% | +77,304 | New |
| US Bancorp | 79,947 | $1.23M | 0.00% | −12,109−13.2% | Reduced |
| State of New Jersey Common Pension Fund D | 80,770 | $1.24M | 0.00% | +44,245+121.1% | Added |
| Capital Fund Management S.A. | 80,855 | $1.24M | 0.03% | +39,792+96.9% | Added |
| Voloridge Investment Management, LLC | 82,920 | $1.27M | 0.01% | +82,920 | New |
| Natixis Advisors, L.P. | 89,727 | $1.38M | 0.01% | −637−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 92,172 | $1.41M | 0.02% | −13,988−13.2% | Reduced |
| Credit Suisse AG | 95,159 | $1.46M | 0.00% | +18,291+23.8% | Added |
| UBS Asset Management Americas Inc | 99,798 | $1.53M | 0.00% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 102,011 | $1.56M | 0.27% | +102,011 | New |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 120,289 | $1.85M | 0.02% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 128,632 | $1.97M | 0.03% | +10,105+8.5% | Added |
| Jane Street Group, LLC | 132,387 | $2.03M | 0.00% | +56,166+73.7% | Added |
| Synovus Financial Corp | 135,049 | $2.07M | 0.02% | +21,800+19.2% | Added |
| Royal Bank of Canada | 135,515 | $2.08M | 0.00% | +557+0.4% | Added |
| Invesco Ltd. | 139,638 | $2.14M | 0.00% | +91,703+191.3% | Added |
| Susquehanna International Group, LLP | 140,529 | $2.16M | 0.00% | −3,309−2.3% | Reduced |
| CenterBook Partners LP | 145,450 | $2.23M | 0.37% | +145,450 | New |
| Graham Capital Management, L.P. | 153,800 | $2.36M | 0.09% | +140,437+1,050.9% | Added |
| UBS Group AG | 158,067 | $2.42M | 0.00% | +48,292+44.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 177,305 | $2.72M | 0.01% | +53,765+43.5% | Added |
| Thomas White International Ltd | 199,497 | $3.06M | 0.67% | +16,334+8.9% | Added |
| Penserra Capital Management LLC | 203,950 | $3.13M | 0.07% | +49,284+31.9% | Added |
| GW&K Investment Management, LLC | 212,908 | $3.27M | 0.03% | −45,450−17.6% | Reduced |
| Envestnet Asset Management Inc | 223,027 | $3.42M | 0.00% | −54,324−19.6% | Reduced |
| Two Sigma Investments, LP | 229,339 | $3.52M | 0.01% | +229,339 | New |
| Northern Trust Corp | 229,960 | $3.53M | 0.00% | −40,788−15.1% | Reduced |
| Kapitalo Investimentos Ltda | 245,664 | $3.77M | 2.98% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 253,383 | $3.89M | 0.02% | −14,405−5.4% | Reduced |
| Vanguard Group Inc | 277,173 | $4.25M | 0.00% | +14,301+5.4% | Added |
| Arrowstreet Capital, Limited Partnership | 277,624 | $4.26M | 0.01% | +277,624 | New |
| Capital Research Global Investors | 292,000 | $4.48M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 323,057 | $4.96M | 0.00% | +139,209+75.7% | Added |
| INCA Investments LLC | 330,540 | $5.07M | 2.19% | +198,303+150.0% | Added |
| Jarislowsky, Fraser Ltd | 338,918 | $5.20M | 0.03% | −2,440−0.7% | Reduced |
| Geode Capital Management, LLC | 396,451 | $6.08M | 0.00% | +42,921+12.1% | Added |
| State Street Corp | 401,452 | $6.16M | 0.00% | −16,300−3.9% | Reduced |
| Baillie Gifford & Co | 407,875 | $6.26M | 0.01% | −56,261−12.1% | Reduced |
| Fisher Asset Management, LLC | 418,788 | $6.42M | 0.00% | −60,741−12.7% | Reduced |
| Earnest Partners LLC | 455,092 | $6.98M | 0.04% | +5,320+1.2% | Added |
| Goldman Sachs Group Inc | 459,650 | $7.05M | 0.00% | −788,008−63.2% | Reduced |
| Artisan Partners Limited Partnership | 496,457 | $7.62M | 0.01% | +496,457 | New |
| Twinbeech Capital LP | 546,710 | $8.39M | 0.16% | +546,710 | New |
| Banco BTG Pactual S.A. | 562,353 | $8.63M | 4.95% | +551,565+5,112.8% | Added |
| California Public Employees Retirement System | 579,846 | $8.89M | 0.01% | −132,838−18.6% | Reduced |
| Citigroup Inc | 627,163 | $9.62M | 0.01% | +537,465+599.2% | Added |
| LMR Partners LLP | 635,366 | $9.75M | 0.23% | +10,000+1.6% | Added |
| National Bank of Canada | 645,866 | $9.91M | 0.03% | +573,716+795.2% | Added |
| Bloom Tree Partners, LLC | 674,227 | $10.3M | 5.49% | +674,227 | New |
| Franklin Resources Inc | 739,479 | $11.3M | 0.01% | −305,253−29.2% | Reduced |
| FIL Ltd | 751,379 | $11.5M | 0.01% | −78,071−9.4% | Reduced |
| Norges Bank | 804,332 | $12.3M | 0.00% | +190,219+31.0% | Added |
| Bessemer Group Inc | 839,742 | $12.9M | 0.03% | +98,404+13.3% | Added |
| Ameriprise Financial Inc | 928,352 | $14.2M | 0.00% | −1,302,980−58.4% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 1,015,775 | $15.6M | 11.98% | +199,500+24.4% | Added |
| ThornTree Capital Partners LP | 1,039,668 | $15.9M | 5.24% | −151,731−12.7% | Reduced |
| Bamco Inc | 1,173,594 | $18.0M | 0.06% | −306,139−20.7% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 1,285,282 | $19.7M | 3.43% | −1,875,382−59.3% | Reduced |
| Cartica Management, LLC | 1,307,504 | $20.1M | 10.78% | −150,000−10.3% | Reduced |
| Millennium Management LLC | 1,327,274 | $20.4M | 0.02% | +890,901+204.2% | Added |
| Axiom Investors LLC | 1,327,650 | $20.4M | 0.40% | −315,157−19.2% | Reduced |
| Bank of New York Mellon Corp | 1,393,894 | $21.4M | 0.00% | +1,366,797+5,044.1% | Added |
| APG Asset Management N.V. | 1,400,000 | $21.5M | 0.04% | +150,000+12.0% | Added |
| SEI Investments Co | 1,515,674 | $23.3M | 0.05% | +46,962+3.2% | Added |
| Manufacturers Life Insurance Company, The | 1,541,446 | $23.6M | 0.01% | +1,541,446 | New |
| Seafarer Capital Partners, LLC | 1,542,000 | $23.7M | 10.43% | +570,800+58.8% | Added |
| Nordea Investment Management AB | 1,589,544 | $24.4M | 0.04% | −402,603−20.2% | Reduced |
| Coronation Fund Managers Ltd. | 1,630,314 | $25.0M | 0.69% | −514,713−24.0% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 1,635,868 | $25.1M | 12.56% | −123,443−7.0% | Reduced |
| BlackRock Inc. | 1,675,755 | $25.7M | 0.00% | +445,901+36.3% | Added |
| Wellington Management Group LLP | 1,856,706 | $28.5M | 0.01% | −2,358,466−56.0% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,051,906 | $31.5M | 22.64% | +401,464+24.3% | Added |
| Two Creeks Capital Management, LP | 2,059,572 | $31.6M | 2.25% | −1,056,855−33.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,532,666 | $38.9M | 0.95% | −667,143−20.8% | Reduced |
| Advent International Corp | 2,662,138 | $40.8M | 0.48% | 00.0% | Unchanged |
| Orbis Allan Gray Ltd | 2,805,431 | $43.0M | 0.34% | +1,024,438+57.5% | Added |
| TT International Asset Management LTD | 2,990,761 | $45.9M | 4.49% | +1,550,513+107.7% | Added |
| Durable Capital Partners LP | 3,007,035 | $46.1M | 0.48% | −1,605,830−34.8% | Reduced |
| Morgan Stanley | 3,426,996 | $52.6M | 0.01% | +945,055+38.1% | Added |
| Alkeon Capital Management LLC | 3,513,936 | $53.9M | 0.40% | −540,192−13.3% | Reduced |
| Schroder Investment Management Group | 4,151,999 | $63.7M | 0.10% | +1,408,502+51.3% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 4,303,284 | $66.0M | 56.15% | +947,656+28.2% | Added |
| Dragoneer Investment Group, LLC | 4,657,296 | $71.4M | 2.21% | +4,657,296 | New |
| Canada Pension Plan Investment Board | 4,864,405 | $74.6M | 0.13% | +1,438,405+42.0% | Added |
| Sustainable Growth Advisers, LP | 6,054,252 | $92.9M | 0.60% | +894,499+17.3% | Added |
| Truxt Investmentos Ltda. | 7,113,731 | $109.1M | 29.65% | −1,959,034−21.6% | Reduced |
| Sands Capital Management, LLC | 8,694,111 | $133.4M | 0.50% | +560,539+6.9% | Added |
| Squadra Investments - Gestao de Recursos Ltda. | 12,567,890 | $192.8M | 66.25% | −685,907−5.2% | Reduced |
| JPMorgan Chase & Co | 12,713,739 | $195.0M | 0.03% | +59,844+0.5% | Added |
| Harding Loevner LP | 14,375,095 | $220.5M | 1.27% | −1,627,206−10.2% | Reduced |
| Price T Rowe Associates Inc | 14,666,096 | $225.0M | 0.04% | −5,686,183−27.9% | Reduced |
| FMR LLC | 17,370,289 | $266.5M | 0.03% | +256,502+1.5% | Added |
| Mawer Investment Management Ltd. | 18,132,832 | $278.2M | 1.57% | +18,132,832 | New |
| General Atlantic LLC | 25,317,733 | $388.4M | 5.14% | 00.0% | Unchanged |
| Dodge & Cox | 29,769,631 | $456.7M | 0.31% | −97,100−0.3% | Reduced |
| Capital World Investors | 33,495,084 | $513.8M | 0.11% | +19,049,443+131.9% | Added |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −2,900,000−100.0% | Sold out |