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 |
|---|---|---|---|---|---|
| Krane Funds Advisors LLC | 52,875 | $811.0K | 0.03% | +8,774+19.9% | Added |
| Fifth Third Bancorp | 49,914 | $765.7K | 0.00% | −6,654−11.8% | Reduced |
| MYDA Advisors LLC | 48,000 | $736.3K | 0.53% | +48,000 | New |
| Mariner, LLC | 44,025 | $675.0K | 0.00% | +4,593+11.6% | Added |
| Channing Global Advisors, LLC | 43,704 | $670.4K | 0.77% | −20,334−31.8% | Reduced |
| First Republic Investment Management, Inc. | 42,427 | $650.8K | 0.00% | −4,967−10.5% | Reduced |
| Utah Retirement Systems | 40,200 | $616.7K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 39,456 | $605.3K | 0.00% | −3,716−8.6% | Reduced |
| Bank of America Corp | 39,401 | $604.4K | 0.00% | −126,684−76.3% | Reduced |
| Truist Financial Corp | 38,991 | $598.1K | 0.00% | −7,911−16.9% | Reduced |
| Two Sigma Advisers, LP | 38,673 | $593.2K | 0.00% | +38,673 | New |
| Bank of Montreal | 35,363 | $542.8K | 0.00% | −7,569−17.6% | Reduced |
| Davenport & Co LLC | 34,581 | $530.0K | 0.00% | −1,726−4.8% | Reduced |
| Tandem Capital Management Corp | 34,488 | $529.0K | 0.42% | −16,420−32.3% | Reduced |
| Thornburg Investment Management Inc | 33,786 | $511.0K | 0.01% | −960,876−96.6% | Reduced |
| Tower Research Capital LLC (TRC) | 32,116 | $493.0K | 0.02% | +24,988+350.6% | Added |
| Keybank National Association | 28,970 | $444.4K | 0.00% | +150+0.5% | Added |
| Group One Trading, L.P. | 27,610 | $423.5K | 0.01% | −6,978−20.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 27,271 | $418.3K | 0.16% | +10,862+66.2% | Added |
| Exchange Traded Concepts, LLC | 24,133 | $370.2K | 0.01% | +6,113+33.9% | Added |
| Simplex Trading, LLC | 18,379 | $281.0K | 0.01% | −32,755−64.1% | Reduced |
| VPR Management LLC | 17,948 | $275.0K | 0.06% | +17,948 | New |
| Qsemble Capital Management, LP | 16,000 | $245.4K | 0.17% | +16,000 | New |
| Storebrand Asset Management AS | 15,415 | $236.5K | 0.00% | −2,957−16.1% | Reduced |
| Trexquant Investment LP | 15,102 | $231.7K | 0.01% | +15,102 | New |
| Wells Fargo & Company | 13,359 | $204.9K | 0.00% | −2,126−13.7% | Reduced |
| Boothbay Fund Management, LLC | 13,063 | $200.4K | 0.01% | +13,063 | New |
| Baader Bank INC | 13,000 | $199.4K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12,521 | $192.0K | 0.00% | −6,724−34.9% | Reduced |
| Veriti Management LLC | 12,329 | $189.1K | 0.03% | +12,329 | New |
| Cubist Systematic Strategies, LLC | 12,199 | $187.1K | 0.00% | −210,144−94.5% | Reduced |
| Marks Group Wealth Management, Inc | 11,251 | $172.6K | 0.02% | −859−7.1% | Reduced |
| FDx Advisors, Inc. | 11,042 | $169.0K | 0.01% | +830+8.1% | Added |
| Deltec Asset Management LLC | 11,000 | $168.7K | 0.05% | +11,000 | New |
| Captrust Financial Advisors | 10,743 | $164.8K | 0.00% | +170+1.6% | Added |
| Regions Financial Corp | 10,147 | $155.0K | 0.00% | −2,022−16.6% | Reduced |
| American Century Companies Inc | 10,101 | $154.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,642 | $116.5K | 0.00% | −469−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 7,515 | $115.3K | 0.00% | −1,384−15.6% | Reduced |
| 1832 Asset Management L.P. | 7,350 | $112.7K | 0.00% | −1,100−13.0% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 5,973 | $91.6K | 0.01% | +5,973 | New |
| Ossiam | 5,240 | $80.4K | 0.00% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 5,205 | $79.8K | 0.00% | +5,205 | New |
| Sandia Investment Management LP | 5,000 | $76.7K | 0.01% | +5,000 | New |
| Amundi | 4,583 | $73.5K | 0.00% | +4,283+1,427.7% | Added |
| TD Private Client Wealth LLC | 3,508 | $53.8K | 0.00% | −1,625−31.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,862 | $44.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,849 | $43.7K | 0.00% | +130+4.8% | Added |
| Comerica Securities,inc. | 2,449 | $37.6K | 0.00% | +2,449 | New |
| Grove Bank & Trust | 2,197 | $34.0K | 0.01% | +2,197 | New |
| One Wealth Advisors, LLC | 2,095 | $32.1K | 0.01% | +2,095 | New |
| Quarry LP | 2,073 | $31.8K | 0.03% | +2,073 | New |
| Turim 21 Investimentos Ltda. | 1,630 | $25.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 1,476 | $22.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 513 | $22.0K | 0.00% | −3,334−86.7% | Reduced |
| Signaturefd, LLC | 1,304 | $20.0K | 0.00% | −629−32.5% | Reduced |
| Credit Agricole S A | 1,111 | $17.0K | 0.00% | −54−4.6% | Reduced |
| Tradition Wealth Management, LLC | 851 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 823 | $12.6K | 0.00% | +63+8.3% | Added |
| Umb Bank N A | 749 | $11.0K | 0.00% | −163−17.9% | Reduced |
| Park Place Capital Corp | 710 | $11.0K | 0.00% | +710 | New |
| First Horizon Advisors, Inc. | 619 | $9.49K | 0.00% | −462−42.7% | Reduced |
| Toronto Dominion Bank | 432 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 404 | $6.20K | 0.00% | +404 | New |
| Pin Oak Investment Advisors Inc | 349 | $5.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 320 | $4.91K | 0.00% | +65+25.5% | Added |
| Compagnie Lombard Odier SCmA | 280 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 248 | $3.80K | 0.00% | +248 | New |
| Huntington National Bank | 247 | $3.79K | 0.00% | +49+24.7% | Added |
| Investors Research Corp | 204 | $3.13K | 0.00% | 00.0% | Unchanged |
| Natixis | 204 | $3.13K | 0.00% | +204 | New |
| Lindbrook Capital, LLC | 161 | $2.47K | 0.00% | +1+0.6% | Added |
| Ronald Blue Trust, Inc. | 85 | $2.00K | 0.00% | +74+672.7% | Added |
| Dark Forest Capital Management LP | 116 | $1.78K | 0.00% | +116 | New |
| Belpointe Asset Management LLC | 108 | $1.66K | 0.00% | +108 | New |
| Washington Trust Advisors, Inc. | 70 | $1.07K | 0.00% | −97−58.1% | Reduced |
| TD Capital Management LLC | 69 | $1.06K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 65 | $997 | 0.00% | +65 | New |
| Brown Brothers Harriman & Co | 60 | $920 | 0.00% | −1,244−95.4% | Reduced |
| Bell Investment Advisors, Inc | 29 | $445 | 0.00% | +4+16.0% | Added |
| HHM Wealth Advisors, LLC | 20 | $307 | 0.00% | +20 | New |
| Parallel Advisors, LLC | 16 | $245 | 0.00% | −137−89.5% | Reduced |
| Harbour Investments, Inc. | 13 | $199 | 0.00% | +13 | New |
| Whittier Trust Co | 12 | $184 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11 | $168 | 0.00% | +11 | New |
| GWM Advisors LLC | 7 | $107 | 0.00% | +7 | New |
| Federation des caisses Desjardins du Quebec | 6 | $92 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 15 | $79 | 0.00% | −365−96.1% | Reduced |
| Hollencrest Capital Management | 3 | $46 | 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 |
| 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 |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −2,900,000−100.0% | Sold out |