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, Q1 2023
Institutional positions in XP Inc. as of Mar 31, 2023. 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
- 192
- −6 vs. Q4 2022
- Shares held
- 291.3M
- +4.98M (+1.7%) vs. Q4 2022
- Total value
- $3.45B
- −$945.5M (−21.5%) vs. Q4 2022
- New holders
- 34
- 74 more added
- Sold out
- 40
- 52 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grandeur Peak Global Advisors, LLC | 56,194 | $667.0K | 0.04% | +50,989+979.6% | Added |
| Vetamer Capital Management, L.P. | 58,771 | $697.6K | 0.96% | +4,974+9.2% | Added |
| Krane Funds Advisors LLC | 60,541 | $745.0K | 0.03% | +7,666+14.5% | Added |
| Deutsche Bank AG | 68,654 | $814.9K | 0.00% | +3,160+4.8% | Added |
| US Bancorp | 80,121 | $951.0K | 0.00% | +174+0.2% | Added |
| State of New Jersey Common Pension Fund D | 80,770 | $958.7K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 94,487 | $1.12M | 0.02% | +2,315+2.5% | Added |
| Cubist Systematic Strategies, LLC | 96,436 | $1.14M | 0.01% | +84,237+690.5% | Added |
| Charles Schwab Investment Management Inc | 129,783 | $1.54M | 0.00% | +129,783 | New |
| Simplex Trading, LLC | 134,893 | $1.60M | 0.07% | +116,514+634.0% | Added |
| Citadel Advisors LLC | 142,301 | $1.69M | 0.00% | +142,299+7,114,950.0% | Added |
| Royal Bank of Canada | 144,072 | $1.71M | 0.00% | +8,557+6.3% | Added |
| UBS Group AG | 150,559 | $1.79M | 0.00% | −7,508−4.7% | Reduced |
| Renaissance Technologies LLC | 156,697 | $1.86M | 0.00% | +156,697 | New |
| Squarepoint Ops LLC | 178,169 | $2.11M | 0.01% | +118,975+201.0% | Added |
| SPX Equities Gestao de Recursos Ltda | 189,061 | $2.24M | 0.15% | +183,088+3,065.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 201,300 | $2.39M | 0.01% | +23,995+13.5% | Added |
| Penserra Capital Management LLC | 203,726 | $2.42M | 0.05% | −224−0.1% | Reduced |
| GW&K Investment Management, LLC | 208,828 | $2.48M | 0.02% | −4,080−1.9% | Reduced |
| Handelsbanken Fonder AB | 230,183 | $2.73M | 0.02% | −23,200−9.2% | Reduced |
| Sustainable Growth Advisers, LP | 240,515 | $2.85M | 0.02% | −5,813,737−96.0% | Reduced |
| Envestnet Asset Management Inc | 241,379 | $2.87M | 0.00% | +18,352+8.2% | Added |
| Kapitalo Investimentos Ltda | 245,664 | $2.92M | 0.96% | 00.0% | Unchanged |
| Northern Trust Corp | 255,913 | $3.04M | 0.00% | +25,953+11.3% | Added |
| Investment House LLC | 266,326 | $3.16M | 0.26% | +266,326 | New |
| Vanguard Group Inc | 278,424 | $3.30M | 0.00% | +1,251+0.5% | Added |
| Invesco Ltd. | 288,584 | $3.43M | 0.00% | +148,946+106.7% | Added |
| Legal & General Group Plc | 335,469 | $3.98M | 0.00% | +12,412+3.8% | Added |
| Jarislowsky, Fraser Ltd | 338,888 | $4.02M | 0.02% | −300.0% | Reduced |
| Two Sigma Investments, LP | 393,920 | $4.68M | 0.01% | +164,581+71.8% | Added |
| Geode Capital Management, LLC | 397,408 | $4.72M | 0.00% | +957+0.2% | Added |
| Baillie Gifford & Co | 407,875 | $4.84M | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 418,552 | $4.97M | 0.00% | −236−0.1% | Reduced |
| State Street Corp | 466,128 | $5.53M | 0.00% | +64,676+16.1% | Added |
| UBS Asset Management Americas Inc | 475,114 | $5.64M | 0.00% | +375,316+376.1% | Added |
| Susquehanna International Group, LLP | 485,414 | $5.76M | 0.01% | +344,885+245.4% | Added |
| Millennium Management LLC | 485,771 | $5.77M | 0.01% | −841,503−63.4% | Reduced |
| California Public Employees Retirement System | 530,930 | $6.30M | 0.01% | −48,916−8.4% | Reduced |
| Jump Financial, LLC | 539,699 | $6.41M | 0.26% | +539,699 | New |
| APG Asset Management N.V. | 610,000 | $6.66M | 0.01% | −790,000−56.4% | Reduced |
| INCA Investments LLC | 581,116 | $6.90M | 2.56% | +250,576+75.8% | Added |
| Earnest Partners LLC | 620,052 | $7.36M | 0.04% | +164,960+36.2% | Added |
| Citigroup Inc | 633,082 | $7.51M | 0.01% | +5,919+0.9% | Added |
| Janney Montgomery Scott LLC | 691,952 | $8.21M | 0.03% | +691,952 | New |
| Bloom Tree Partners, LLC | 708,223 | $8.41M | 4.09% | +33,996+5.0% | Added |
| Jane Street Group, LLC | 712,257 | $8.45M | 0.01% | +579,870+438.0% | Added |
| Armor Advisors, L.L.C. | 715,000 | $8.49M | 7.27% | +715,000 | New |
| FIL Ltd | 723,776 | $8.59M | 0.01% | −27,603−3.7% | Reduced |
| Franklin Resources Inc | 735,707 | $8.73M | 0.00% | −3,772−0.5% | Reduced |
| Provida Pension Fund Administrator | 751,964 | $9.05M | 0.36% | +751,964 | New |
| Dragoneer Investment Group, LLC | 788,664 | $9.36M | 0.22% | −3,868,632−83.1% | Reduced |
| Norges Bank | 804,332 | $9.55M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 822,216 | $9.76M | 0.02% | −693,458−45.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 866,104 | $10.3M | 0.02% | +866,104 | New |
| Bank of America Corp | 1,002,731 | $11.9M | 0.00% | +963,330+2,444.9% | Added |
| Goldman Sachs Group Inc | 1,026,243 | $12.2M | 0.00% | +566,593+123.3% | Added |
| Bessemer Group Inc | 1,078,708 | $12.8M | 0.03% | +238,966+28.5% | Added |
| Banco BTG Pactual S.A. | 919,818 | $12.8M | 5.93% | +357,465+63.6% | Added |
| National Bank of Canada | 1,151,581 | $12.9M | 0.03% | +505,715+78.3% | Added |
| Voloridge Investment Management, LLC | 1,261,908 | $15.0M | 0.07% | +1,178,988+1,421.8% | Added |
| Coronation Fund Managers Ltd. | 1,627,226 | $19.3M | 0.51% | −3,088−0.2% | Reduced |
| Bamco Inc | 1,763,417 | $20.9M | 0.06% | +589,823+50.3% | Added |
| Nordea Investment Management AB | 1,795,160 | $21.6M | 0.03% | +205,616+12.9% | Added |
| Wellington Management Group LLP | 1,839,869 | $21.8M | 0.00% | −16,837−0.9% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 1,878,743 | $22.3M | 10.01% | +242,875+14.8% | Added |
| BlackRock Inc. | 2,217,025 | $26.3M | 0.00% | +541,270+32.3% | Added |
| Manufacturers Life Insurance Company, The | 2,262,007 | $26.9M | 0.02% | +720,561+46.7% | Added |
| Advent International Corp | 2,662,138 | $31.6M | 0.38% | 00.0% | Unchanged |
| Morgan Stanley | 2,942,314 | $34.9M | 0.00% | −484,682−14.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,949,531 | $35.0M | 0.90% | +416,865+16.5% | Added |
| Alkeon Capital Management LLC | 2,991,539 | $35.5M | 0.23% | −522,397−14.9% | Reduced |
| Orbis Allan Gray Ltd | 3,249,274 | $38.6M | 0.30% | +443,843+15.8% | Added |
| Seafarer Capital Partners, LLC | 3,405,000 | $40.4M | 15.14% | +1,863,000+120.8% | Added |
| Truxt Investmentos Ltda. | 4,510,157 | $41.4M | 15.10% | −2,603,574−36.6% | Reduced |
| Durable Capital Partners LP | 3,593,738 | $42.7M | 0.40% | +586,703+19.5% | Added |
| Ninety One UK Ltd | 3,670,222 | $43.6M | 0.14% | +3,670,222 | New |
| Schroder Investment Management Group | 4,139,969 | $49.1M | 0.07% | −12,030−0.3% | Reduced |
| Bank of New York Mellon Corp | 4,806,794 | $57.1M | 0.01% | +3,412,900+244.8% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 4,855,213 | $57.6M | 46.77% | +551,929+12.8% | Added |
| Canada Pension Plan Investment Board | 4,864,405 | $57.7M | 0.09% | 00.0% | Unchanged |
| TT International Asset Management LTD | 4,955,147 | $58.8M | 6.44% | +1,964,386+65.7% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 7,295,436 | $86.6M | 0.79% | +7,295,436 | New |
| Price T Rowe Associates Inc | 10,451,090 | $124.1M | 0.02% | −4,215,006−28.7% | Reduced |
| Sands Capital Management, LLC | 11,199,858 | $132.9M | 0.44% | +2,505,747+28.8% | Added |
| JPMorgan Chase & Co | 11,721,813 | $139.1M | 0.02% | −991,926−7.8% | Reduced |
| Squadra Investments - Gestao de Recursos Ltda. | 13,985,268 | $166.0M | 46.78% | +1,417,378+11.3% | Added |
| Harding Loevner LP | 14,564,666 | $172.9M | 0.98% | +189,571+1.3% | Added |
| FMR LLC | 18,459,667 | $219.1M | 0.02% | +1,089,378+6.3% | Added |
| Mawer Investment Management Ltd. | 18,918,423 | $224.6M | 1.23% | +785,591+4.3% | Added |
| General Atlantic LLC | 25,317,733 | $300.5M | 3.49% | 00.0% | Unchanged |
| Capital World Investors | 28,437,381 | $337.6M | 0.07% | −5,057,703−15.1% | Reduced |
| Dodge & Cox | 35,799,725 | $424.9M | 0.29% | +6,030,094+20.3% | Added |
| Two Creeks Capital Management, LP | 0 | $0 | 0.00% | −2,059,572−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −2,051,906−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −1,327,650−100.0% | Sold out |
| Cartica Management, LLC | 0 | $0 | 0.00% | −1,307,504−100.0% | Sold out |
| Atmos Capital Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −1,285,282−100.0% | Sold out |
| ThornTree Capital Partners LP | 0 | $0 | 0.00% | −1,039,668−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −635,366−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −546,710−100.0% | Sold out |