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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 38,057 | $451.7K | 0.00% | −1,399−3.5% | Reduced |
| Natixis Advisors, L.P. | 36,063 | $428.0K | 0.00% | −53,664−59.8% | Reduced |
| Cetera Investment Advisers | 35,842 | $425.4K | 0.00% | +35,842 | New |
| Cloverfields Capital Group, LP | 35,313 | $419.2K | 0.13% | +35,313 | New |
| Davenport & Co LLC | 34,369 | $408.0K | 0.00% | −212−0.6% | Reduced |
| Truist Financial Corp | 33,363 | $396.0K | 0.00% | −5,628−14.4% | Reduced |
| Mariner, LLC | 31,819 | $378.0K | 0.00% | −12,206−27.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 31,561 | $374.6K | 0.14% | +4,290+15.7% | Added |
| Synovus Financial Corp | 31,071 | $368.8K | 0.00% | −103,978−77.0% | Reduced |
| Keybank National Association | 29,345 | $348.3K | 0.00% | +375+1.3% | Added |
| Aigen Investment Management, LP | 29,293 | $347.7K | 0.05% | +29,293 | New |
| Raymond James & Associates | 27,846 | $330.5K | 0.00% | +27,846 | New |
| Tandem Capital Management Corp | 26,036 | $309.0K | 0.22% | −8,452−24.5% | Reduced |
| Exchange Traded Concepts, LLC | 24,582 | $291.8K | 0.01% | +449+1.9% | Added |
| VPR Management LLC | 24,068 | $286.0K | 0.06% | +6,120+34.1% | Added |
| Kestra Private Wealth Services, LLC | 22,471 | $266.7K | 0.01% | +22,471 | New |
| Advisor Group Holdings, Inc. | 19,929 | $236.5K | 0.00% | +12,287+160.8% | Added |
| Graham Capital Management, L.P. | 19,298 | $229.1K | 0.01% | −134,502−87.5% | Reduced |
| Qsemble Capital Management, LP | 19,100 | $226.7K | 0.15% | +3,100+19.4% | Added |
| Baader Bank INC | 16,587 | $196.7K | 0.01% | +3,587+27.6% | Added |
| Stifel Financial Corp | 16,297 | $193.4K | 0.00% | +16,297 | New |
| Storebrand Asset Management AS | 15,415 | $183.0K | 0.00% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 15,200 | $180.4K | 0.17% | −1,000,575−98.5% | Reduced |
| Deltec Asset Management LLC | 15,000 | $178.1K | 0.04% | +4,000+36.4% | Added |
| Wells Fargo & Company | 14,913 | $177.0K | 0.00% | +1,554+11.6% | Added |
| Vestmark Advisory Solutions, Inc. | 14,610 | $173.4K | 0.01% | +14,610 | New |
| FDx Advisors, Inc. | 11,042 | $169.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 13,196 | $156.6K | 0.01% | +13,196 | New |
| Raymond James Financial Services Advisors, Inc. | 12,523 | $148.6K | 0.00% | +12,523 | New |
| MML Investors Services, LLC | 12,191 | $145.0K | 0.00% | +12,191 | New |
| CIBC World Markets Inc. | 11,308 | $134.0K | 0.00% | −1,213−9.7% | Reduced |
| Marks Group Wealth Management, Inc | 11,220 | $133.2K | 0.02% | −31−0.3% | Reduced |
| Two Sigma Securities, LLC | 10,535 | $125.0K | 0.01% | +10,535 | New |
| American Century Companies Inc | 10,101 | $121.6K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 9,597 | $113.0K | 0.02% | +9,597 | New |
| 1832 Asset Management L.P. | 6,450 | $76.6K | 0.00% | −900−12.2% | Reduced |
| The PNC Financial Services Group, Inc. | 6,441 | $76.5K | 0.00% | −1,074−14.3% | Reduced |
| Ossiam | 6,155 | $73.1K | 0.00% | +915+17.5% | Added |
| Quantbot Technologies LP | 5,148 | $61.1K | 0.00% | +5,148 | New |
| Quadrant Capital Group LLC | 5,092 | $60.4K | 0.01% | +2,243+78.7% | Added |
| TD Private Client Wealth LLC | 3,253 | $38.6K | 0.00% | −255−7.3% | Reduced |
| Signaturefd, LLC | 2,694 | $32.0K | 0.00% | +1,390+106.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,362 | $28.0K | 0.00% | −500−17.5% | Reduced |
| Grove Bank & Trust | 2,290 | $27.2K | 0.01% | +93+4.2% | Added |
| Turim 21 Investimentos Ltda. | 1,630 | $19.3K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,500 | $17.8K | 0.00% | +1,500 | New |
| Barclays PLC | 1,476 | $17.5K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 1,111 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 962 | $11.0K | 0.00% | −31,154−97.0% | Reduced |
| Tradition Wealth Management, LLC | 851 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 823 | $9.77K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 722 | $8.57K | 0.00% | +561+348.4% | Added |
| Park Place Capital Corp | 710 | $8.43K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 634 | $7.53K | 0.00% | −198,863−99.7% | Reduced |
| Parallel Advisors, LLC | 633 | $7.51K | 0.00% | +617+3,856.3% | Added |
| First Horizon Advisors, Inc. | 603 | $7.16K | 0.00% | −16−2.6% | Reduced |
| Quarry LP | 581 | $6.90K | 0.00% | −1,492−72.0% | Reduced |
| Amundi | 470 | $5.17K | 0.00% | −4,113−89.7% | Reduced |
| Toronto Dominion Bank | 432 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 320 | $4.91K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 404 | $4.79K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 365 | $4.33K | 0.00% | +117+47.2% | Added |
| Pin Oak Investment Advisors Inc | 349 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $3.45K | 0.00% | −413−80.5% | Reduced |
| Compagnie Lombard Odier SCmA | 280 | $3.32K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 265 | $3.15K | 0.00% | +265 | New |
| Huntington National Bank | 234 | $2.78K | 0.00% | −13−5.3% | Reduced |
| Investors Research Corp | 204 | $2.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 168 | $2.00K | 0.00% | +98+140.0% | Added |
| TD Waterhouse Canada Inc. | 160 | $1.79K | 0.00% | +160 | New |
| Cullen/Frost Bankers, Inc. | 138 | $1.64K | 0.00% | +138 | New |
| Northwestern Mutual Wealth Management Co | 130 | $1.54K | 0.00% | +119+1,081.8% | Added |
| International Assets Investment Management, LLC | 114 | $1.35K | 0.00% | +114 | New |
| Belpointe Asset Management LLC | 112 | $1.33K | 0.00% | +4+3.7% | Added |
| EverSource Wealth Advisors, LLC | 92 | $1.09K | 0.00% | +92 | New |
| Allworth Financial LP | 90 | $1.07K | 0.00% | +90 | New |
| Ronald Blue Trust, Inc. | 73 | $1.00K | 0.00% | −12−14.1% | Reduced |
| Acadian Asset Management LLC | 99 | $1.00K | 0.00% | +99 | New |
| Brown Brothers Harriman & Co | 60 | $712 | 0.00% | 00.0% | Unchanged |
| Natixis | 20 | $238 | 0.00% | −184−90.2% | Reduced |
| HHM Wealth Advisors, LLC | 20 | $238 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19 | $226 | 0.00% | +19 | New |
| Sofos Investments, Inc. | 12 | $191 | 0.01% | −3−20.0% | Reduced |
| Harbour Investments, Inc. | 13 | $154 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12 | $142 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6 | $71 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5 | $59 | 0.00% | −744−99.3% | Reduced |
| Hollencrest Capital Management | 3 | $36 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $24 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |