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 |
|---|---|---|---|---|---|
| CWM, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12 | $0 | 0.00% | +12 | New |
| Activest Wealth Management | 100 | $0 | 0.00% | +100 | New |
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | +4 | New |
| CGC Financial Services, LLC | 1 | $23 | 0.00% | +1 | New |
| Leonteq Securities AG | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $70 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | $131 | 0.00% | +11+91.7% | Added |
| Federation des caisses Desjardins du Quebec | 6 | $141 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12 | $281 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $352 | 0.00% | +2+15.4% | Added |
| Natixis | 20 | $474 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 82 | $1.00K | 0.00% | +9+12.3% | Added |
| Bell Investment Advisors, Inc | 57 | $1.34K | 0.00% | +57 | New |
| Northwestern Mutual Wealth Management Co | 70 | $1.64K | 0.00% | −60−46.2% | Reduced |
| Thomas White International Ltd | 107 | $2.51K | 0.00% | −527−83.1% | Reduced |
| Allworth Financial LP | 125 | $2.93K | 0.00% | +35+38.9% | Added |
| IFP Advisors, Inc | 100 | $3.45K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 168 | $3.94K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 200 | $4.69K | 0.00% | +200 | New |
| Investors Research Corp | 204 | $4.79K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 320 | $4.91K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 280 | $6.57K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 349 | $8.00K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 373 | $8.75K | 0.00% | −31−7.7% | Reduced |
| Huntington National Bank | 425 | $9.97K | 0.00% | +191+81.6% | Added |
| Toronto Dominion Bank | 432 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 482 | $11.3K | 0.00% | +482 | New |
| Amundi | 691 | $16.4K | 0.00% | +221+47.0% | Added |
| Park Place Capital Corp | 713 | $16.7K | 0.00% | +3+0.4% | Added |
| Harbor Investment Advisory, LLC | 747 | $17.5K | 0.00% | −76−9.2% | Reduced |
| Parallel Advisors, LLC | 755 | $17.7K | 0.00% | +122+19.3% | Added |
| First Horizon Advisors, Inc. | 812 | $19.0K | 0.00% | +209+34.7% | Added |
| GWM Advisors LLC | 823 | $19.3K | 0.00% | +823 | New |
| Lindbrook Capital, LLC | 830 | $19.5K | 0.00% | +108+15.0% | Added |
| Tradition Wealth Management, LLC | 851 | $20.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 875 | $20.5K | 0.01% | +875 | New |
| Credit Agricole S A | 880 | $20.6K | 0.00% | −231−20.8% | Reduced |
| Umb Bank N A | 1,221 | $28.6K | 0.00% | +1,216+24,320.0% | Added |
| Nomura Asset Management Co Ltd | 1,500 | $35.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,609 | $37.7K | 0.01% | +1,609 | New |
| Provida Pension Fund Administrator | 1,858 | $43.6K | 0.00% | −750,106−99.8% | Reduced |
| Grove Bank & Trust | 2,274 | $53.3K | 0.01% | −16−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,500 | $58.6K | 0.01% | +2,408+2,617.4% | Added |
| Quarry LP | 2,819 | $66.1K | 0.04% | +2,238+385.2% | Added |
| American International Group, Inc. | 3,227 | $75.7K | 0.00% | +3,227 | New |
| TD Private Client Wealth LLC | 4,077 | $95.6K | 0.00% | +824+25.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,500 | $104.0K | 0.00% | +2,138+90.5% | Added |
| Signaturefd, LLC | 5,547 | $130.1K | 0.00% | +2,853+105.9% | Added |
| 1832 Asset Management L.P. | 6,450 | $151.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,087 | $166.3K | 0.02% | +1,995+39.2% | Added |
| The PNC Financial Services Group, Inc. | 7,283 | $170.9K | 0.00% | +842+13.1% | Added |
| MetLife Investment Management | 7,725 | $181.2K | 0.00% | +7,725 | New |
| Brinker Capital Investments, LLC | 8,960 | $210.2K | 0.00% | +8,960 | New |
| Orion Portfolio Solutions, LLC | 8,960 | $210.2K | 0.00% | +8,960 | New |
| Deltec Asset Management LLC | 9,287 | $217.9K | 0.05% | −5,713−38.1% | Reduced |
| JustInvest LLC | 9,651 | $226.4K | 0.01% | +9,651 | New |
| Regions Financial Corp | 9,798 | $229.9K | 0.00% | +9,798 | New |
| Tower Research Capital LLC (TRC) | 9,845 | $231.0K | 0.01% | +8,883+923.4% | Added |
| Captrust Financial Advisors | 9,889 | $232.0K | 0.00% | +9,889 | New |
| Vestmark Advisory Solutions, Inc. | 9,927 | $232.9K | 0.01% | −4,683−32.1% | Reduced |
| American Century Companies Inc | 10,101 | $237.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,342 | $242.6K | 0.00% | +10,342 | New |
| Harbour Capital Advisors, LLC | 10,700 | $253.9K | 0.07% | +10,700 | New |
| Kestra Advisory Services, LLC | 10,895 | $255.6K | 0.00% | +10,895 | New |
| Crossmark Global Holdings, Inc. | 9,701 | $256.0K | 0.01% | +9,701 | New |
| Pitcairn Co | 10,998 | $258.0K | 0.02% | +10,998 | New |
| State of Wisconsin Investment Board | 11,000 | $258.1K | 0.00% | +11,000 | New |
| Turim 21 Investimentos Ltda. | 11,024 | $258.6K | 0.13% | +9,394+576.3% | Added |
| Capstone Investment Advisors, LLC | 11,409 | $267.7K | 0.01% | +11,409 | New |
| Marks Group Wealth Management, Inc | 11,508 | $270.0K | 0.03% | +288+2.6% | Added |
| Bridgefront Capital, LLC | 12,627 | $296.2K | 0.16% | +12,627 | New |
| First Trust Advisors LP | 12,757 | $299.3K | 0.00% | +12,757 | New |
| Financial Advocates Investment Management | 13,196 | $309.6K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 14,314 | $335.8K | 0.00% | +14,314 | New |
| Raymond James Financial Services Advisors, Inc. | 14,513 | $340.5K | 0.00% | +1,990+15.9% | Added |
| Ossiam | 14,804 | $347.3K | 0.01% | +8,649+140.5% | Added |
| Storebrand Asset Management AS | 15,415 | $361.6K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 16,136 | $378.6K | 0.00% | +16,136 | New |
| Krane Funds Advisors LLC | 17,075 | $401.0K | 0.02% | −43,466−71.8% | Reduced |
| Veriti Management LLC | 17,267 | $405.1K | 0.05% | +17,267 | New |
| Acadian Asset Management LLC | 17,715 | $415.0K | 0.00% | +17,616+17,793.9% | Added |
| Utah Retirement Systems | 17,900 | $419.9K | 0.01% | +17,900 | New |
| Cresset Asset Management, LLC | 19,122 | $448.6K | 0.00% | +19,122 | New |
| MML Investors Services, LLC | 19,178 | $450.0K | 0.00% | +6,987+57.3% | Added |
| Private Advisor Group, LLC | 19,463 | $456.6K | 0.00% | +19,463 | New |
| Stifel Financial Corp | 19,740 | $463.1K | 0.00% | +3,443+21.1% | Added |
| Candriam Luxembourg S.C.A. | 20,000 | $469.2K | 0.00% | +20,000 | New |
| First Republic Investment Management, Inc. | 20,141 | $472.5K | 0.00% | −24,238−54.6% | Reduced |
| Virtu Financial LLC | 21,455 | $503.0K | 0.04% | +21,455 | New |
| Kestra Private Wealth Services, LLC | 21,867 | $513.0K | 0.02% | −604−2.7% | Reduced |
| JPMorgan Chase & Co | 21,907 | $513.9K | 0.00% | −11,699,906−99.8% | Reduced |
| Duality Advisers, LP | 22,213 | $521.1K | 0.07% | +22,213 | New |
| Park Avenue Securities LLC | 22,697 | $532.0K | 0.01% | +22,697 | New |
| Ameriprise Financial Inc | 23,791 | $558.5K | 0.00% | −20,495−46.3% | Reduced |
| VPR Management LLC | 24,068 | $564.6K | 0.14% | 00.0% | Unchanged |
| Axq Capital, LP | 24,100 | $565.4K | 0.70% | +24,100 | New |
| Synovus Financial Corp | 24,940 | $585.1K | 0.01% | −6,131−19.7% | Reduced |
| Tandem Capital Management Corp | 25,121 | $589.3K | 0.38% | −915−3.5% | Reduced |
| Maryland State Retirement & Pension System | 26,251 | $615.8K | 0.01% | +26,251 | New |