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 |
|---|---|---|---|---|---|
| Marshall Financial Group LLC | 54,560 | $1.28M | 0.44% | +88+0.2% | Added |
| Amalgamated Bank | 51,683 | $1.21M | 0.01% | +51,683 | New |
| Voya Investment Management LLC | 51,627 | $1.21M | 0.00% | +51,627 | New |
| Advisor Group Holdings, Inc. | 50,999 | $1.20M | 0.00% | +31,070+155.9% | Added |
| Man Group plc | 49,583 | $1.16M | 0.00% | +49,583 | New |
| Fifth Third Bancorp | 48,967 | $1.15M | 0.01% | +277+0.6% | Added |
| Citigroup Inc | 46,711 | $1.10M | 0.00% | −586,371−92.6% | Reduced |
| Truist Financial Corp | 45,770 | $1.07M | 0.00% | +12,407+37.2% | Added |
| Natixis Advisors, L.P. | 45,043 | $1.06M | 0.00% | +8,980+24.9% | Added |
| Schonfeld Strategic Advisors LLC | 43,880 | $1.03M | 0.01% | +43,880 | New |
| Trexquant Investment LP | 43,874 | $1.03M | 0.03% | +43,874 | New |
| Pearl River Capital, LLC | 40,553 | $951.4K | 0.15% | +40,553 | New |
| Neuberger Berman Group LLC | 39,247 | $920.7K | 0.00% | +1,190+3.1% | Added |
| Bank of Montreal | 37,411 | $880.3K | 0.00% | −5,133−12.1% | Reduced |
| Davenport & Co LLC | 33,974 | $797.0K | 0.01% | −395−1.1% | Reduced |
| Mariner, LLC | 33,778 | $792.4K | 0.00% | +1,959+6.2% | Added |
| Wells Fargo & Company | 32,779 | $769.0K | 0.00% | +17,866+119.8% | Added |
| Barclays PLC | 32,273 | $757.1K | 0.00% | +30,797+2,086.5% | Added |
| Nisa Investment Advisors, LLC | 31,524 | $739.6K | 0.01% | +31,524 | New |
| Principal Financial Group Inc | 31,050 | $728.4K | 0.00% | +31,050 | New |
| Legacy Wealth Asset Management, LLC | 30,903 | $725.0K | 0.25% | −658−2.1% | Reduced |
| Cetera Investment Advisers | 30,896 | $724.8K | 0.01% | −4,946−13.8% | Reduced |
| Keybank National Association | 28,975 | $679.8K | 0.00% | −370−1.3% | Reduced |
| Raymond James & Associates | 27,921 | $655.0K | 0.00% | +75+0.3% | Added |
| Exchange Traded Concepts, LLC | 26,814 | $629.1K | 0.02% | +2,232+9.1% | Added |
| Maryland State Retirement & Pension System | 26,251 | $615.8K | 0.01% | +26,251 | New |
| Tandem Capital Management Corp | 25,121 | $589.3K | 0.38% | −915−3.5% | Reduced |
| Synovus Financial Corp | 24,940 | $585.1K | 0.01% | −6,131−19.7% | Reduced |
| Axq Capital, LP | 24,100 | $565.4K | 0.70% | +24,100 | New |
| VPR Management LLC | 24,068 | $564.6K | 0.14% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 23,791 | $558.5K | 0.00% | −20,495−46.3% | Reduced |
| Park Avenue Securities LLC | 22,697 | $532.0K | 0.01% | +22,697 | New |
| Duality Advisers, LP | 22,213 | $521.1K | 0.07% | +22,213 | New |
| JPMorgan Chase & Co | 21,907 | $513.9K | 0.00% | −11,699,906−99.8% | Reduced |
| Kestra Private Wealth Services, LLC | 21,867 | $513.0K | 0.02% | −604−2.7% | Reduced |
| Virtu Financial LLC | 21,455 | $503.0K | 0.04% | +21,455 | New |
| First Republic Investment Management, Inc. | 20,141 | $472.5K | 0.00% | −24,238−54.6% | Reduced |
| Candriam Luxembourg S.C.A. | 20,000 | $469.2K | 0.00% | +20,000 | New |
| Stifel Financial Corp | 19,740 | $463.1K | 0.00% | +3,443+21.1% | Added |
| Private Advisor Group, LLC | 19,463 | $456.6K | 0.00% | +19,463 | New |
| MML Investors Services, LLC | 19,178 | $450.0K | 0.00% | +6,987+57.3% | Added |
| Cresset Asset Management, LLC | 19,122 | $448.6K | 0.00% | +19,122 | New |
| Utah Retirement Systems | 17,900 | $419.9K | 0.01% | +17,900 | New |
| Acadian Asset Management LLC | 17,715 | $415.0K | 0.00% | +17,616+17,793.9% | Added |
| Veriti Management LLC | 17,267 | $405.1K | 0.05% | +17,267 | New |
| Krane Funds Advisors LLC | 17,075 | $401.0K | 0.02% | −43,466−71.8% | Reduced |
| Prudential Financial Inc | 16,136 | $378.6K | 0.00% | +16,136 | New |
| Storebrand Asset Management AS | 15,415 | $361.6K | 0.00% | 00.0% | Unchanged |
| Ossiam | 14,804 | $347.3K | 0.01% | +8,649+140.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,513 | $340.5K | 0.00% | +1,990+15.9% | Added |
| Xponance, Inc. | 14,314 | $335.8K | 0.00% | +14,314 | New |
| Financial Advocates Investment Management | 13,196 | $309.6K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 12,757 | $299.3K | 0.00% | +12,757 | New |
| Bridgefront Capital, LLC | 12,627 | $296.2K | 0.16% | +12,627 | New |
| Marks Group Wealth Management, Inc | 11,508 | $270.0K | 0.03% | +288+2.6% | Added |
| Capstone Investment Advisors, LLC | 11,409 | $267.7K | 0.01% | +11,409 | New |
| Turim 21 Investimentos Ltda. | 11,024 | $258.6K | 0.13% | +9,394+576.3% | Added |
| State of Wisconsin Investment Board | 11,000 | $258.1K | 0.00% | +11,000 | New |
| Pitcairn Co | 10,998 | $258.0K | 0.02% | +10,998 | New |
| Crossmark Global Holdings, Inc. | 9,701 | $256.0K | 0.01% | +9,701 | New |
| Kestra Advisory Services, LLC | 10,895 | $255.6K | 0.00% | +10,895 | New |
| Harbour Capital Advisors, LLC | 10,700 | $253.9K | 0.07% | +10,700 | New |
| Yousif Capital Management, LLC | 10,342 | $242.6K | 0.00% | +10,342 | New |
| American Century Companies Inc | 10,101 | $237.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 9,927 | $232.9K | 0.01% | −4,683−32.1% | Reduced |
| Captrust Financial Advisors | 9,889 | $232.0K | 0.00% | +9,889 | New |
| Tower Research Capital LLC (TRC) | 9,845 | $231.0K | 0.01% | +8,883+923.4% | Added |
| Regions Financial Corp | 9,798 | $229.9K | 0.00% | +9,798 | New |
| JustInvest LLC | 9,651 | $226.4K | 0.01% | +9,651 | New |
| Deltec Asset Management LLC | 9,287 | $217.9K | 0.05% | −5,713−38.1% | Reduced |
| 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 |
| MetLife Investment Management | 7,725 | $181.2K | 0.00% | +7,725 | New |
| The PNC Financial Services Group, Inc. | 7,283 | $170.9K | 0.00% | +842+13.1% | Added |
| Quadrant Capital Group LLC | 7,087 | $166.3K | 0.02% | +1,995+39.2% | Added |
| 1832 Asset Management L.P. | 6,450 | $151.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,547 | $130.1K | 0.00% | +2,853+105.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,500 | $104.0K | 0.00% | +2,138+90.5% | Added |
| TD Private Client Wealth LLC | 4,077 | $95.6K | 0.00% | +824+25.3% | Added |
| American International Group, Inc. | 3,227 | $75.7K | 0.00% | +3,227 | New |
| Quarry LP | 2,819 | $66.1K | 0.04% | +2,238+385.2% | Added |
| EverSource Wealth Advisors, LLC | 2,500 | $58.6K | 0.01% | +2,408+2,617.4% | Added |
| Grove Bank & Trust | 2,274 | $53.3K | 0.01% | −16−0.7% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $43.6K | 0.00% | −750,106−99.8% | Reduced |
| Atlas Capital Advisors LLC | 1,609 | $37.7K | 0.01% | +1,609 | New |
| Nomura Asset Management Co Ltd | 1,500 | $35.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,221 | $28.6K | 0.00% | +1,216+24,320.0% | Added |
| Credit Agricole S A | 880 | $20.6K | 0.00% | −231−20.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 875 | $20.5K | 0.01% | +875 | New |
| Tradition Wealth Management, LLC | 851 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 830 | $19.5K | 0.00% | +108+15.0% | Added |
| GWM Advisors LLC | 823 | $19.3K | 0.00% | +823 | New |
| First Horizon Advisors, Inc. | 812 | $19.0K | 0.00% | +209+34.7% | Added |
| Parallel Advisors, LLC | 755 | $17.7K | 0.00% | +122+19.3% | Added |
| Harbor Investment Advisory, LLC | 747 | $17.5K | 0.00% | −76−9.2% | Reduced |
| Park Place Capital Corp | 713 | $16.7K | 0.00% | +3+0.4% | Added |
| Amundi | 691 | $16.4K | 0.00% | +221+47.0% | Added |
| Cary Street Partner Investment Advisory LLC | 482 | $11.3K | 0.00% | +482 | New |
| Toronto Dominion Bank | 432 | $10.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 425 | $9.97K | 0.00% | +191+81.6% | Added |