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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 26,814 | $629.1K | 0.02% | +2,232+9.1% | Added |
| Raymond James & Associates | 27,921 | $655.0K | 0.00% | +75+0.3% | Added |
| Keybank National Association | 28,975 | $679.8K | 0.00% | −370−1.3% | Reduced |
| Cetera Investment Advisers | 30,896 | $724.8K | 0.01% | −4,946−13.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 30,903 | $725.0K | 0.25% | −658−2.1% | Reduced |
| Principal Financial Group Inc | 31,050 | $728.4K | 0.00% | +31,050 | New |
| Nisa Investment Advisors, LLC | 31,524 | $739.6K | 0.01% | +31,524 | New |
| Barclays PLC | 32,273 | $757.1K | 0.00% | +30,797+2,086.5% | Added |
| Wells Fargo & Company | 32,779 | $769.0K | 0.00% | +17,866+119.8% | Added |
| Mariner, LLC | 33,778 | $792.4K | 0.00% | +1,959+6.2% | Added |
| Davenport & Co LLC | 33,974 | $797.0K | 0.01% | −395−1.1% | Reduced |
| Bank of Montreal | 37,411 | $880.3K | 0.00% | −5,133−12.1% | Reduced |
| Neuberger Berman Group LLC | 39,247 | $920.7K | 0.00% | +1,190+3.1% | Added |
| Pearl River Capital, LLC | 40,553 | $951.4K | 0.15% | +40,553 | New |
| Trexquant Investment LP | 43,874 | $1.03M | 0.03% | +43,874 | New |
| Schonfeld Strategic Advisors LLC | 43,880 | $1.03M | 0.01% | +43,880 | New |
| Natixis Advisors, L.P. | 45,043 | $1.06M | 0.00% | +8,980+24.9% | Added |
| Truist Financial Corp | 45,770 | $1.07M | 0.00% | +12,407+37.2% | Added |
| Citigroup Inc | 46,711 | $1.10M | 0.00% | −586,371−92.6% | Reduced |
| Fifth Third Bancorp | 48,967 | $1.15M | 0.01% | +277+0.6% | Added |
| Man Group plc | 49,583 | $1.16M | 0.00% | +49,583 | New |
| Advisor Group Holdings, Inc. | 50,999 | $1.20M | 0.00% | +31,070+155.9% | Added |
| Voya Investment Management LLC | 51,627 | $1.21M | 0.00% | +51,627 | New |
| Amalgamated Bank | 51,683 | $1.21M | 0.01% | +51,683 | New |
| Marshall Financial Group LLC | 54,560 | $1.28M | 0.44% | +88+0.2% | Added |
| Cloverfields Capital Group, LP | 56,644 | $1.33M | 0.43% | +21,331+60.4% | Added |
| Cubist Systematic Strategies, LLC | 61,355 | $1.44M | 0.02% | −35,081−36.4% | Reduced |
| Credit Suisse AG | 65,508 | $1.54M | 0.00% | +17,179+35.5% | Added |
| National Bank of Canada | 73,600 | $1.75M | 0.00% | −1,077,981−93.6% | Reduced |
| Tudor Investment Corp Et Al | 78,868 | $1.85M | 0.03% | +78,868 | New |
| US Bancorp | 79,243 | $1.86M | 0.00% | −878−1.1% | Reduced |
| Mirabella Financial Services LLP | 79,710 | $1.87M | 0.22% | +79,710 | New |
| Deutsche Bank AG | 82,877 | $1.94M | 0.00% | +14,223+20.7% | Added |
| Oppenheimer Asset Management Inc. | 88,229 | $2.07M | 0.03% | −6,258−6.6% | Reduced |
| State Board of Administration of Florida Retirement System | 95,190 | $2.23M | 0.00% | +95,190 | New |
| Sagil Capital LLP | 100,000 | $2.35M | 2.27% | +100,000 | New |
| California State Teachers Retirement System | 111,485 | $2.62M | 0.00% | +111,485 | New |
| Caption Management, LLC | 116,000 | $2.72M | 0.48% | +116,000 | New |
| UBS Group AG | 119,600 | $2.81M | 0.00% | −30,959−20.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $2.83M | 0.01% | −80,665−40.1% | Reduced |
| Ergoteles LLC | 123,616 | $2.90M | 0.14% | +123,616 | New |
| Alliancebernstein L.P. | 132,996 | $3.12M | 0.00% | +132,996 | New |
| Bayesian Capital Management, LP | 134,179 | $3.15M | 0.34% | +134,179 | New |
| Two Sigma Investments, LP | 141,305 | $3.32M | 0.01% | −252,615−64.1% | Reduced |
| Treasurer of the State of North Carolina | 145,150 | $3.40M | 0.02% | +145,150 | New |
| Royal Bank of Canada | 153,337 | $3.60M | 0.00% | +9,265+6.4% | Added |
| BTG Pactual Global Asset Management Ltd | 166,901 | $3.92M | 2.06% | +166,901 | New |
| Banco BTG Pactual S.A. | 172,622 | $4.05M | 2.57% | −747,196−81.2% | Reduced |
| PDT Partners, LLC | 177,512 | $4.16M | 0.57% | +177,512 | New |
| Penserra Capital Management LLC | 180,691 | $4.24M | 0.08% | −23,035−11.3% | Reduced |
| Assenagon Asset Management S.A. | 183,079 | $4.30M | 0.02% | +183,079 | New |
| GW&K Investment Management, LLC | 202,228 | $4.74M | 0.05% | −6,600−3.2% | Reduced |
| Susquehanna International Group, LLP | 213,342 | $5.01M | 0.01% | −272,072−56.0% | Reduced |
| Legal & General Group Plc | 218,929 | $5.14M | 0.00% | −116,540−34.7% | Reduced |
| Citadel Advisors LLC | 232,134 | $5.45M | 0.01% | +89,833+63.1% | Added |
| UBS Asset Management Americas Inc | 475,114 | $5.64M | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 245,664 | $5.76M | 1.07% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 249,707 | $5.86M | 0.02% | +249,707 | New |
| Armor Advisors, L.L.C. | 250,000 | $5.87M | 5.72% | −465,000−65.0% | Reduced |
| Grandeur Peak Global Advisors, LLC | 278,091 | $6.52M | 0.45% | +221,897+394.9% | Added |
| INCA Investments LLC | 285,463 | $6.70M | 2.34% | −295,653−50.9% | Reduced |
| Charles Schwab Investment Management Inc | 290,300 | $6.81M | 0.00% | +160,517+123.7% | Added |
| Marshall Wace, LLP | 305,019 | $7.16M | 0.02% | +305,019 | New |
| Handelsbanken Fonder AB | 305,963 | $7.18M | 0.04% | +75,780+32.9% | Added |
| Envestnet Asset Management Inc | 312,673 | $7.34M | 0.00% | +71,294+29.5% | Added |
| New York State Common Retirement Fund | 330,800 | $7.76M | 0.01% | +330,800 | New |
| Jarislowsky, Fraser Ltd | 338,888 | $7.95M | 0.05% | 00.0% | Unchanged |
| Rhumbline Advisers | 374,607 | $8.79M | 0.01% | +374,607 | New |
| Itau Unibanco Holding S.A. | 377,494 | $8.86M | 0.41% | +377,494 | New |
| Baillie Gifford & Co | 407,875 | $9.57M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 408,018 | $9.57M | 0.00% | −327,689−44.5% | Reduced |
| Goldman Sachs Group Inc | 413,059 | $9.69M | 0.00% | −613,184−59.8% | Reduced |
| Fisher Asset Management, LLC | 418,552 | $9.82M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 470,934 | $11.0M | 0.00% | +182,350+63.2% | Added |
| Millennium Management LLC | 484,351 | $11.4M | 0.01% | −1,420−0.3% | Reduced |
| California Public Employees Retirement System | 485,591 | $11.4M | 0.01% | −45,339−8.5% | Reduced |
| Ghisallo Capital Management LLC | 500,000 | $11.7M | 1.40% | +500,000 | New |
| Vanguard Group Inc | 562,705 | $13.2M | 0.00% | +284,281+102.1% | Added |
| Earnest Partners LLC | 575,250 | $13.5M | 0.08% | −44,802−7.2% | Reduced |
| FIL Ltd | 623,383 | $14.6M | 0.02% | −100,393−13.9% | Reduced |
| Sustainable Growth Advisers, LP | 635,102 | $14.9M | 0.07% | +394,587+164.1% | Added |
| Norges Bank | 663,762 | $15.6M | 0.00% | −140,570−17.5% | Reduced |
| Janney Montgomery Scott LLC | 703,512 | $16.5M | 0.06% | +11,560+1.7% | Added |
| Northern Trust Corp | 789,925 | $18.5M | 0.00% | +534,012+208.7% | Added |
| SEI Investments Co | 807,664 | $18.9M | 0.03% | −14,552−1.8% | Reduced |
| Bank of America Corp | 866,064 | $20.3M | 0.00% | −136,667−13.6% | Reduced |
| Jane Street Group, LLC | 894,606 | $21.0M | 0.03% | +182,349+25.6% | Added |
| Voloridge Investment Management, LLC | 1,033,774 | $24.3M | 0.11% | −228,134−18.1% | Reduced |
| Coronation Fund Managers Ltd. | 1,042,950 | $24.5M | 0.66% | −584,276−35.9% | Reduced |
| Bessemer Group Inc | 1,078,708 | $25.3M | 0.05% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 1,146,978 | $26.9M | 1.28% | +957,917+506.7% | Added |
| Nuveen Asset Management, LLC | 1,338,997 | $31.4M | 0.01% | +1,338,997 | New |
| Wellington Management Group LLP | 1,528,596 | $35.9M | 0.01% | −311,273−16.9% | Reduced |
| Nordea Investment Management AB | 1,691,671 | $39.8M | 0.05% | −103,489−5.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,717,699 | $40.3M | 0.02% | −544,308−24.1% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 1,795,551 | $42.1M | 18.18% | −83,192−4.4% | Reduced |
| Jennison Associates LLC | 1,808,775 | $42.4M | 0.03% | +1,808,775 | New |
| Geode Capital Management, LLC | 1,860,788 | $43.7M | 0.01% | +1,463,380+368.2% | Added |
| Verde Servicos Internacionais S.A. | 2,003,354 | $47.0M | 11.72% | +2,003,354 | New |
| Advent International Corp | 2,062,138 | $48.4M | 0.56% | −600,000−22.5% | Reduced |