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, Q3 2023
Institutional positions in XP Inc. as of Sep 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
- 258
- +34 vs. Q2 2023
- Shares held
- 279.7M
- −4.76M (−1.7%) vs. Q2 2023
- Total value
- $6.44B
- −$231.5M (−3.5%) vs. Q2 2023
- New holders
- 54
- 94 more added
- Sold out
- 20
- 79 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 30,280,445 | $698.0M | 0.47% | −4,125,676−12.0% | Reduced |
| General Atlantic LLC | 29,617,733 | $682.7M | 10.54% | 00.0% | Unchanged |
| FMR LLC | 21,533,318 | $496.3M | 0.04% | −6,725,265−23.8% | Reduced |
| Mawer Investment Management Ltd. | 18,239,443 | $420.4M | 2.25% | −334,467−1.8% | Reduced |
| Capital World Investors | 17,271,673 | $398.1M | 0.08% | −1,975,139−10.3% | Reduced |
| BlackRock Inc. | 14,575,748 | $336.0M | 0.01% | +1,760,764+13.7% | Added |
| Harding Loevner LP | 12,382,507 | $285.4M | 1.88% | −1,161,884−8.6% | Reduced |
| Pacer Advisors, Inc. | 11,883,130 | $273.9M | 1.05% | +11,883,130 | New |
| Sands Capital Management, LLC | 11,018,007 | $254.0M | 0.86% | −168,045−1.5% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 7,545,997 | $173.9M | 21.86% | −1,679,216−18.2% | Reduced |
| Squadra Investments - Gestao de Recursos Ltda. | 6,931,670 | $159.8M | 52.40% | −395,763−5.4% | Reduced |
| Bank of New York Mellon Corp | 5,807,038 | $133.9M | 0.03% | −474,968−7.6% | Reduced |
| Canada Pension Plan Investment Board | 5,105,018 | $117.7M | 0.17% | +240,613+4.9% | Added |
| Durable Capital Partners LP | 5,075,082 | $117.0M | 1.07% | −1,677,685−24.8% | Reduced |
| Truxt Investmentos Ltda. | 4,870,369 | $112.3M | 29.08% | −2,644,471−35.2% | Reduced |
| Price T Rowe Associates Inc | 4,636,717 | $106.9M | 0.02% | −44,863−1.0% | Reduced |
| State Street Corp | 3,550,597 | $81.8M | 0.00% | +101,811+3.0% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 3,490,603 | $80.5M | 74.66% | −1,051,230−23.1% | Reduced |
| Seafarer Capital Partners, LLC | 3,405,000 | $78.5M | 25.21% | 00.0% | Unchanged |
| Ninety One UK Ltd | 2,930,488 | $67.5M | 0.21% | −532,583−15.4% | Reduced |
| Alkeon Capital Management LLC | 2,617,617 | $60.3M | 0.38% | 00.0% | Unchanged |
| Bamco Inc | 2,046,759 | $47.2M | 0.14% | −482,765−19.1% | Reduced |
| Nordea Investment Management AB | 1,976,481 | $45.9M | 0.06% | +284,810+16.8% | Added |
| Geode Capital Management, LLC | 1,885,248 | $43.5M | 0.01% | +24,460+1.3% | Added |
| Morgan Stanley | 1,881,228 | $43.4M | 0.00% | −564,250−23.1% | Reduced |
| Orbis Allan Gray Ltd | 1,875,592 | $43.2M | 0.31% | −551,373−22.7% | Reduced |
| Manufacturers Life Insurance Company, The | 1,741,172 | $40.1M | 0.02% | +23,473+1.4% | Added |
| Nuveen Asset Management, LLC | 1,643,765 | $37.9M | 0.01% | +304,768+22.8% | Added |
| Jennison Associates LLC | 1,628,489 | $37.5M | 0.03% | −180,286−10.0% | Reduced |
| Two Sigma Investments, LP | 1,595,576 | $36.8M | 0.10% | +1,454,271+1,029.2% | Added |
| Marshall Wace, LLP | 1,525,448 | $35.2M | 0.08% | +1,220,429+400.1% | Added |
| Voloridge Investment Management, LLC | 1,507,027 | $34.7M | 0.17% | +473,253+45.8% | Added |
| D. E. Shaw & Co., Inc. | 1,496,039 | $34.5M | 0.06% | +1,496,039 | New |
| Absoluto Partners Gestao de Recursos Ltda | 1,443,575 | $33.3M | 15.17% | −351,976−19.6% | Reduced |
| Millennium Management LLC | 1,418,471 | $32.7M | 0.03% | +934,120+192.9% | Added |
| Wellington Management Group LLP | 1,286,390 | $29.7M | 0.01% | −242,206−15.8% | Reduced |
| Alta Park Capital, LP | 1,201,645 | $27.7M | 3.86% | +1,201,645 | New |
| JGP Global Gestao de Recursos Ltda. | 1,126,913 | $26.0M | 16.49% | −1,060,192−48.5% | Reduced |
| Citadel Advisors LLC | 1,073,062 | $24.7M | 0.03% | +840,928+362.3% | Added |
| Bessemer Group Inc | 949,080 | $21.9M | 0.05% | −129,628−12.0% | Reduced |
| Coronation Fund Managers Ltd. | 913,004 | $21.0M | 0.63% | −129,946−12.5% | Reduced |
| Northern Trust Corp | 806,808 | $18.6M | 0.00% | +16,883+2.1% | Added |
| Man Group plc | – | $18.1M | 0.06% | – | – |
| Twinbeech Capital LP | 750,339 | $17.3M | 0.33% | +750,339 | New |
| Bank of America Corp | 697,750 | $16.1M | 0.00% | −168,314−19.4% | Reduced |
| SEI Investments Co | 688,359 | $15.9M | 0.03% | −119,305−14.8% | Reduced |
| Norges Bank | 676,222 | $15.6M | 0.00% | +12,460+1.9% | Added |
| Sustainable Growth Advisers, LP | 675,430 | $15.6M | 0.08% | +40,328+6.3% | Added |
| Janney Montgomery Scott LLC | 669,721 | $15.4M | 0.06% | −33,791−4.8% | Reduced |
| TT International Asset Management LTD | 661,507 | $15.2M | 2.28% | −1,430,229−68.4% | Reduced |
| Vanguard Group Inc | 605,808 | $14.0M | 0.00% | +43,103+7.7% | Added |
| Ghisallo Capital Management LLC | 603,500 | $13.9M | 1.42% | +103,500+20.7% | Added |
| Compass Group LLC | 598,088 | $13.8M | 5.44% | +598,088 | New |
| Two Sigma Advisers, LP | 585,328 | $13.5M | 0.03% | +585,328 | New |
| Earnest Partners LLC | 568,685 | $13.1M | 0.08% | −6,565−1.1% | Reduced |
| Jane Street Group, LLC | 542,569 | $12.5M | 0.02% | −352,037−39.4% | Reduced |
| Cubist Systematic Strategies, LLC | 535,876 | $12.4M | 0.15% | +474,521+773.4% | Added |
| Invesco Ltd. | 528,655 | $12.2M | 0.00% | +57,721+12.3% | Added |
| Itau Unibanco Holding S.A. | 510,025 | $11.8M | 0.52% | +132,531+35.1% | Added |
| Envestnet Asset Management Inc | 498,815 | $11.5M | 0.01% | +186,142+59.5% | Added |
| California Public Employees Retirement System | 498,288 | $11.5M | 0.01% | +12,697+2.6% | Added |
| Banco BTG Pactual S.A. | 453,461 | $10.5M | 4.24% | +280,839+162.7% | Added |
| Hidden Lake Asset Management LP | 439,130 | $10.1M | 12.06% | +439,130 | New |
| Fisher Asset Management, LLC | 415,086 | $9.57M | 0.01% | −3,466−0.8% | Reduced |
| UBS Asset Management Americas Inc | 413,024 | $9.52M | 0.00% | −62,090−13.1% | Reduced |
| Goldman Sachs Group Inc | 413,004 | $9.52M | 0.00% | −550.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 405,576 | $9.35M | 0.01% | +405,576 | New |
| Loomis Sayles & Co L P | 398,735 | $9.19M | 0.02% | +398,735 | New |
| Rhumbline Advisers | 380,389 | $8.77M | 0.01% | +5,782+1.5% | Added |
| First Trust Advisors LP | 375,815 | $8.66M | 0.01% | +363,058+2,846.0% | Added |
| Charles Schwab Investment Management Inc | 365,562 | $8.43M | 0.00% | +75,262+25.9% | Added |
| Handelsbanken Fonder AB | 363,106 | $8.37M | 0.05% | +57,143+18.7% | Added |
| Alliancebernstein L.P. | 329,469 | $7.59M | 0.00% | +196,473+147.7% | Added |
| Crossmark Global Holdings, Inc. | 328,887 | $7.34M | 0.17% | +319,186+3,290.2% | Added |
| Russell Investments Group, Ltd. | 310,708 | $7.16M | 0.01% | +310,708 | New |
| New York State Common Retirement Fund | 277,230 | $6.39M | 0.01% | −53,570−16.2% | Reduced |
| Trexquant Investment LP | 273,622 | $6.31M | 0.16% | +229,748+523.7% | Added |
| Jarislowsky, Fraser Ltd | 273,138 | $6.30M | 0.04% | −65,750−19.4% | Reduced |
| Treasurer of the State of North Carolina | 257,476 | $5.93M | 0.03% | +112,326+77.4% | Added |
| Kapitalo Investimentos Ltda | 245,664 | $5.66M | 0.77% | 00.0% | Unchanged |
| Legal & General Group Plc | 241,925 | $5.58M | 0.00% | +22,996+10.5% | Added |
| BTG Pactual Global Asset Management Ltd | 224,821 | $5.18M | 2.96% | +57,920+34.7% | Added |
| INCA Investments LLC | 221,699 | $5.11M | 2.05% | −63,764−22.3% | Reduced |
| UBS Group AG | 209,444 | $4.83M | 0.00% | +89,844+75.1% | Added |
| American Century Companies Inc | 205,247 | $4.73M | 0.00% | +195,146+1,931.9% | Added |
| PDT Partners, LLC | 196,412 | $4.53M | 0.57% | +18,900+10.6% | Added |
| Franklin Resources Inc | 194,890 | $4.49M | 0.00% | −213,128−52.2% | Reduced |
| Engineers Gate Manager LP | 189,430 | $4.37M | 0.16% | +189,430 | New |
| Numerai GP LLC | 182,992 | $4.22M | 1.40% | +182,992 | New |
| Penserra Capital Management LLC | 170,641 | $3.93M | 0.08% | −10,050−5.6% | Reduced |
| Susquehanna International Group, LLP | 166,702 | $3.84M | 0.01% | −46,640−21.9% | Reduced |
| Grandeur Peak Global Advisors, LLC | 158,446 | $3.65M | 0.27% | −119,645−43.0% | Reduced |
| GW&K Investment Management, LLC | 156,628 | $3.61M | 0.04% | −45,600−22.5% | Reduced |
| Great Lakes Advisors, LLC | 150,776 | $3.48M | 0.03% | +150,776 | New |
| FORA Capital, LLC | 145,509 | $3.35M | 0.29% | +145,509 | New |
| Renaissance Technologies LLC | 140,475 | $3.24M | 0.01% | +140,475 | New |
| Duality Advisers, LP | 126,637 | $2.92M | 0.35% | +104,424+470.1% | Added |
| Royal Bank of Canada | 125,977 | $2.90M | 0.00% | −27,360−17.8% | Reduced |
| Old Well Partners, LLC | 121,800 | $2.81M | 2.43% | +121,800 | New |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $2.78M | 0.01% | 00.0% | Unchanged |