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 |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −496,457−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −292,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −277,624−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −145,450−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −128,632−100.0% | Sold out |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 0 | $0 | 0.00% | −120,289−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −102,011−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −80,855−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −77,304−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −54,470−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Channing Global Advisors, LLC | 0 | $0 | 0.00% | −43,704−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −40,200−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −33,786−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −27,610−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,102−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,063−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −12,329−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,743−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −10,147−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,095−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |