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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 373 | $8.75K | 0.00% | −31−7.7% | Reduced |
| Pin Oak Investment Advisors Inc | 349 | $8.00K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 280 | $6.57K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 320 | $4.91K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 204 | $4.79K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 200 | $4.69K | 0.00% | +200 | New |
| Washington Trust Advisors, Inc. | 168 | $3.94K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $3.45K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 125 | $2.93K | 0.00% | +35+38.9% | Added |
| Thomas White International Ltd | 107 | $2.51K | 0.00% | −527−83.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 70 | $1.64K | 0.00% | −60−46.2% | Reduced |
| Bell Investment Advisors, Inc | 57 | $1.34K | 0.00% | +57 | New |
| Ronald Blue Trust, Inc. | 82 | $1.00K | 0.00% | +9+12.3% | Added |
| Natixis | 20 | $474 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $352 | 0.00% | +2+15.4% | Added |
| Whittier Trust Co | 12 | $281 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6 | $141 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | $131 | 0.00% | +11+91.7% | Added |
| Hollencrest Capital Management | 3 | $70 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $47 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1 | $23 | 0.00% | +1 | New |
| 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 |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −7,295,436−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −4,139,969−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,949,531−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −866,104−100.0% | Sold out |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −788,664−100.0% | Sold out |
| Bloom Tree Partners, LLC | 0 | $0 | 0.00% | −708,223−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −610,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −539,699−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −266,326−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −178,169−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −156,697−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −134,893−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −80,770−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −58,771−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −44,933−100.0% | Sold out |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −43,712−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −29,293−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −19,298−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −16,587−100.0% | Sold out |
| Investidor Profissional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −11,042−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −11,308−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,535−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −9,597−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,148−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |