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, Q2 2023
Institutional positions in XP Inc. as of Jun 30, 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
- 225
- +33 vs. Q1 2023
- Shares held
- 284.4M
- −6.87M (−2.4%) vs. Q1 2023
- Total value
- $6.67B
- +$3.22B (+93.4%) vs. Q1 2023
- New holders
- 70
- 62 more added
- Sold out
- 37
- 65 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 34,406,121 | $807.2M | 0.54% | −1,393,604−3.9% | Reduced |
| General Atlantic LLC | 29,617,733 | $694.8M | 10.95% | +4,300,000+17.0% | Added |
| FMR LLC | 28,258,583 | $662.9M | 0.06% | +9,798,916+53.1% | Added |
| Capital World Investors | 19,246,812 | $451.5M | 0.09% | −9,190,569−32.3% | Reduced |
| Mawer Investment Management Ltd. | 18,573,910 | $435.7M | 2.28% | −344,513−1.8% | Reduced |
| Harding Loevner LP | 13,544,391 | $317.8M | 1.86% | −1,020,275−7.0% | Reduced |
| BlackRock Inc. | 12,814,984 | $300.6M | 0.01% | +10,597,959+478.0% | Added |
| Sands Capital Management, LLC | 11,186,052 | $262.4M | 0.81% | −13,806−0.1% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 9,225,213 | $216.4M | 34.63% | +9,225,213 | New |
| Truxt Investmentos Ltda. | 7,514,840 | $176.3M | 44.26% | +3,004,683+66.6% | Added |
| Squadra Investments - Gestao de Recursos Ltda. | 7,327,433 | $171.9M | 41.49% | −6,657,835−47.6% | Reduced |
| Durable Capital Partners LP | 6,752,767 | $158.4M | 1.39% | +3,159,029+87.9% | Added |
| Bank of New York Mellon Corp | 6,282,006 | $147.4M | 0.03% | +1,475,212+30.7% | Added |
| Canada Pension Plan Investment Board | 4,864,405 | $114.1M | 0.17% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 4,681,580 | $109.8M | 0.02% | −5,769,510−55.2% | Reduced |
| Sharp Capital Gestora de Recursos Ltda. | 4,541,833 | $106.6M | 75.90% | −313,380−6.5% | Reduced |
| Ninety One UK Ltd | 3,463,071 | $81.2M | 0.24% | −207,151−5.6% | Reduced |
| State Street Corp | 3,448,786 | $80.9M | 0.00% | +2,982,658+639.9% | Added |
| Seafarer Capital Partners, LLC | 3,405,000 | $79.9M | 24.25% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 2,617,617 | $61.4M | 0.37% | −373,922−12.5% | Reduced |
| Bamco Inc | 2,529,524 | $59.3M | 0.16% | +766,107+43.4% | Added |
| Morgan Stanley | 2,445,478 | $57.4M | 0.01% | −496,836−16.9% | Reduced |
| Orbis Allan Gray Ltd | 2,426,965 | $56.9M | 0.41% | −822,309−25.3% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,187,105 | $51.3M | 36.56% | +2,187,105 | New |
| TT International Asset Management LTD | 2,091,736 | $49.1M | 8.16% | −2,863,411−57.8% | Reduced |
| Advent International Corp | 2,062,138 | $48.4M | 0.56% | −600,000−22.5% | Reduced |
| Verde Servicos Internacionais S.A. | 2,003,354 | $47.0M | 11.72% | +2,003,354 | New |
| Geode Capital Management, LLC | 1,860,788 | $43.7M | 0.01% | +1,463,380+368.2% | Added |
| Jennison Associates LLC | 1,808,775 | $42.4M | 0.03% | +1,808,775 | New |
| Absoluto Partners Gestao de Recursos Ltda | 1,795,551 | $42.1M | 18.18% | −83,192−4.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,717,699 | $40.3M | 0.02% | −544,308−24.1% | Reduced |
| Nordea Investment Management AB | 1,691,671 | $39.8M | 0.05% | −103,489−5.8% | Reduced |
| Wellington Management Group LLP | 1,528,596 | $35.9M | 0.01% | −311,273−16.9% | Reduced |
| Nuveen Asset Management, LLC | 1,338,997 | $31.4M | 0.01% | +1,338,997 | New |
| SPX Equities Gestao de Recursos Ltda | 1,146,978 | $26.9M | 1.28% | +957,917+506.7% | Added |
| Bessemer Group Inc | 1,078,708 | $25.3M | 0.05% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 1,042,950 | $24.5M | 0.66% | −584,276−35.9% | Reduced |
| Voloridge Investment Management, LLC | 1,033,774 | $24.3M | 0.11% | −228,134−18.1% | Reduced |
| Jane Street Group, LLC | 894,606 | $21.0M | 0.03% | +182,349+25.6% | Added |
| Bank of America Corp | 866,064 | $20.3M | 0.00% | −136,667−13.6% | Reduced |
| SEI Investments Co | 807,664 | $18.9M | 0.03% | −14,552−1.8% | Reduced |
| Northern Trust Corp | 789,925 | $18.5M | 0.00% | +534,012+208.7% | Added |
| Janney Montgomery Scott LLC | 703,512 | $16.5M | 0.06% | +11,560+1.7% | Added |
| Norges Bank | 663,762 | $15.6M | 0.00% | −140,570−17.5% | Reduced |
| Sustainable Growth Advisers, LP | 635,102 | $14.9M | 0.07% | +394,587+164.1% | Added |
| FIL Ltd | 623,383 | $14.6M | 0.02% | −100,393−13.9% | Reduced |
| Earnest Partners LLC | 575,250 | $13.5M | 0.08% | −44,802−7.2% | Reduced |
| Vanguard Group Inc | 562,705 | $13.2M | 0.00% | +284,281+102.1% | Added |
| Ghisallo Capital Management LLC | 500,000 | $11.7M | 1.40% | +500,000 | New |
| California Public Employees Retirement System | 485,591 | $11.4M | 0.01% | −45,339−8.5% | Reduced |
| Millennium Management LLC | 484,351 | $11.4M | 0.01% | −1,420−0.3% | Reduced |
| Invesco Ltd. | 470,934 | $11.0M | 0.00% | +182,350+63.2% | Added |
| Fisher Asset Management, LLC | 418,552 | $9.82M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 413,059 | $9.69M | 0.00% | −613,184−59.8% | Reduced |
| Franklin Resources Inc | 408,018 | $9.57M | 0.00% | −327,689−44.5% | Reduced |
| Baillie Gifford & Co | 407,875 | $9.57M | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 377,494 | $8.86M | 0.41% | +377,494 | New |
| Rhumbline Advisers | 374,607 | $8.79M | 0.01% | +374,607 | New |
| Jarislowsky, Fraser Ltd | 338,888 | $7.95M | 0.05% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 330,800 | $7.76M | 0.01% | +330,800 | New |
| Envestnet Asset Management Inc | 312,673 | $7.34M | 0.00% | +71,294+29.5% | Added |
| Handelsbanken Fonder AB | 305,963 | $7.18M | 0.04% | +75,780+32.9% | Added |
| Marshall Wace, LLP | 305,019 | $7.16M | 0.02% | +305,019 | New |
| Charles Schwab Investment Management Inc | 290,300 | $6.81M | 0.00% | +160,517+123.7% | Added |
| INCA Investments LLC | 285,463 | $6.70M | 2.34% | −295,653−50.9% | Reduced |
| Grandeur Peak Global Advisors, LLC | 278,091 | $6.52M | 0.45% | +221,897+394.9% | Added |
| Armor Advisors, L.L.C. | 250,000 | $5.87M | 5.72% | −465,000−65.0% | Reduced |
| Balyasny Asset Management LLC | 249,707 | $5.86M | 0.02% | +249,707 | New |
| Kapitalo Investimentos Ltda | 245,664 | $5.76M | 1.07% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 475,114 | $5.64M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 232,134 | $5.45M | 0.01% | +89,833+63.1% | Added |
| Legal & General Group Plc | 218,929 | $5.14M | 0.00% | −116,540−34.7% | Reduced |
| Susquehanna International Group, LLP | 213,342 | $5.01M | 0.01% | −272,072−56.0% | Reduced |
| GW&K Investment Management, LLC | 202,228 | $4.74M | 0.05% | −6,600−3.2% | Reduced |
| Assenagon Asset Management S.A. | 183,079 | $4.30M | 0.02% | +183,079 | New |
| Penserra Capital Management LLC | 180,691 | $4.24M | 0.08% | −23,035−11.3% | Reduced |
| PDT Partners, LLC | 177,512 | $4.16M | 0.57% | +177,512 | New |
| Banco BTG Pactual S.A. | 172,622 | $4.05M | 2.57% | −747,196−81.2% | Reduced |
| BTG Pactual Global Asset Management Ltd | 166,901 | $3.92M | 2.06% | +166,901 | New |
| Royal Bank of Canada | 153,337 | $3.60M | 0.00% | +9,265+6.4% | Added |
| Treasurer of the State of North Carolina | 145,150 | $3.40M | 0.02% | +145,150 | New |
| Two Sigma Investments, LP | 141,305 | $3.32M | 0.01% | −252,615−64.1% | Reduced |
| Bayesian Capital Management, LP | 134,179 | $3.15M | 0.34% | +134,179 | New |
| Alliancebernstein L.P. | 132,996 | $3.12M | 0.00% | +132,996 | New |
| Ergoteles LLC | 123,616 | $2.90M | 0.14% | +123,616 | New |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $2.83M | 0.01% | −80,665−40.1% | Reduced |
| UBS Group AG | 119,600 | $2.81M | 0.00% | −30,959−20.6% | Reduced |
| Caption Management, LLC | 116,000 | $2.72M | 0.48% | +116,000 | New |
| California State Teachers Retirement System | 111,485 | $2.62M | 0.00% | +111,485 | New |
| Sagil Capital LLP | 100,000 | $2.35M | 2.27% | +100,000 | New |
| State Board of Administration of Florida Retirement System | 95,190 | $2.23M | 0.00% | +95,190 | New |
| Oppenheimer Asset Management Inc. | 88,229 | $2.07M | 0.03% | −6,258−6.6% | Reduced |
| Deutsche Bank AG | 82,877 | $1.94M | 0.00% | +14,223+20.7% | Added |
| Mirabella Financial Services LLP | 79,710 | $1.87M | 0.22% | +79,710 | New |
| US Bancorp | 79,243 | $1.86M | 0.00% | −878−1.1% | Reduced |
| Tudor Investment Corp Et Al | 78,868 | $1.85M | 0.03% | +78,868 | New |
| National Bank of Canada | 73,600 | $1.75M | 0.00% | −1,077,981−93.6% | Reduced |
| Credit Suisse AG | 65,508 | $1.54M | 0.00% | +17,179+35.5% | Added |
| Cubist Systematic Strategies, LLC | 61,355 | $1.44M | 0.02% | −35,081−36.4% | Reduced |
| Cloverfields Capital Group, LP | 56,644 | $1.33M | 0.43% | +21,331+60.4% | Added |