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 |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 0.00% | −4,499−100.0% | Reduced |
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| CGC Financial Services, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $43 | 0.00% | −21−91.3% | Reduced |
| Hollencrest Capital Management | 3 | $69 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6 | $138 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12 | $276 | 0.00% | 00.0% | Unchanged |
| Natixis | 20 | $461 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $584 | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 60 | $1.38K | 0.00% | +3+5.3% | Added |
| Operose Advisors LLC | 61 | $1.41K | 0.00% | +61 | New |
| Gradient Investments LLC | 66 | $1.52K | 0.00% | +66 | New |
| Ronald Blue Trust, Inc. | 73 | $2.00K | 0.00% | −9−11.0% | Reduced |
| CWM, LLC | 71 | $2.00K | 0.00% | +61+610.0% | Added |
| Hazlett, Burt & Watson, Inc. | 95 | $2.00K | 0.00% | +95 | New |
| IFP Advisors, Inc | 94 | $2.17K | 0.00% | −6−6.0% | Reduced |
| Activest Wealth Management | 103 | $2.36K | 0.00% | +3+3.0% | Added |
| Park Place Capital Corp | 103 | $2.37K | 0.00% | −610−85.6% | Reduced |
| Allworth Financial LP | 121 | $2.78K | 0.00% | −4−3.2% | Reduced |
| Massmutual Trust Co FSB | 166 | $3.83K | 0.00% | +166 | New |
| Washington Trust Advisors, Inc. | 168 | $3.87K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 204 | $4.70K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 280 | $6.45K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 349 | $8.00K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 376 | $8.67K | 0.00% | −49−11.5% | Reduced |
| Quarry LP | 381 | $8.78K | 0.01% | −2,438−86.5% | Reduced |
| Proequities, Inc. | 398 | $9.17K | 0.00% | +25+6.7% | Added |
| Toronto Dominion Bank | 432 | $9.96K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 471 | $10.9K | 0.00% | +151+47.2% | Added |
| Covestor Ltd | 473 | $11.0K | 0.01% | +473 | New |
| Cary Street Partner Investment Advisory LLC | 482 | $11.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 772 | $17.8K | 0.00% | +17+2.3% | Added |
| Lindbrook Capital, LLC | 829 | $19.1K | 0.00% | −1−0.1% | Reduced |
| Tradition Wealth Management, LLC | 851 | $20.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 875 | $20.2K | 0.01% | 00.0% | Unchanged |
| Amundi | 1,095 | $23.4K | 0.00% | +404+58.5% | Added |
| First Horizon Advisors, Inc. | 1,083 | $25.0K | 0.00% | +271+33.4% | Added |
| GWM Advisors LLC | 1,184 | $27.3K | 0.00% | +361+43.9% | Added |
| Umb Bank N A | 1,221 | $28.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,500 | $34.6K | 0.00% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 1,858 | $42.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,166 | $49.9K | 0.01% | −108−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,500 | $57.6K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 3,048 | $70.3K | 0.00% | −179−5.5% | Reduced |
| Cutler Group LP | 3,677 | $84.0K | 0.01% | +3,677 | New |
| TD Private Client Wealth LLC | 3,774 | $87.0K | 0.00% | −303−7.4% | Reduced |
| Harvest Fund Management Co., Ltd | 3,756 | $87.0K | 0.02% | +3,756 | New |
| Counterpoint Mutual Funds LLC | 4,211 | $97.1K | 0.08% | +4,211 | New |
| Signaturefd, LLC | 6,023 | $138.8K | 0.00% | +476+8.6% | Added |
| 1832 Asset Management L.P. | 6,450 | $148.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,659 | $176.5K | 0.02% | +572+8.1% | Added |
| MetLife Investment Management | 7,735 | $178.3K | 0.00% | +10+0.1% | Added |
| The PNC Financial Services Group, Inc. | 7,760 | $178.9K | 0.00% | +477+6.5% | Added |
| Brinker Capital Investments, LLC | 9,430 | $217.4K | 0.00% | +470+5.2% | Added |
| Orion Portfolio Solutions, LLC | 9,430 | $217.4K | 0.00% | +470+5.2% | Added |
| Capstone Investment Advisors, LLC | 9,548 | $220.1K | 0.01% | −1,861−16.3% | Reduced |
| Neo Ivy Capital Management | 9,608 | $221.0K | 0.10% | +9,608 | New |
| JustInvest LLC | 9,912 | $228.5K | 0.01% | +261+2.7% | Added |
| Regions Financial Corp | 10,267 | $236.7K | 0.00% | +469+4.8% | Added |
| Prelude Capital Management, LLC | 10,467 | $241.3K | 0.02% | +10,467 | New |
| Keebeck Alpha, LP | 10,467 | $241.3K | 0.24% | +10,467 | New |
| Yousif Capital Management, LLC | 10,522 | $242.5K | 0.00% | +180+1.7% | Added |
| Harbour Capital Advisors, LLC | 10,700 | $246.6K | 0.07% | 00.0% | Unchanged |
| Credit Agricole S A | 10,866 | $250.5K | 0.01% | +9,986+1,134.8% | Added |
| Two Sigma Securities, LLC | 11,142 | $256.8K | 0.01% | +11,142 | New |
| Ethic Inc. | 11,211 | $258.4K | 0.01% | +11,211 | New |
| Capula Management Ltd | 11,340 | $261.4K | 0.02% | +11,340 | New |
| Marks Group Wealth Management, Inc | 11,451 | $263.9K | 0.03% | −57−0.5% | Reduced |
| OneAscent Financial Services LLC | 11,669 | $269.0K | 0.07% | +11,669 | New |
| OneAscent Wealth Management LLC | 11,957 | $276.0K | 0.12% | +11,957 | New |
| Veriti Management LLC | 12,063 | $278.1K | 0.03% | −5,204−30.1% | Reduced |
| State of Wisconsin Investment Board | 12,100 | $278.9K | 0.00% | +1,100+10.0% | Added |
| Krane Funds Advisors LLC | 12,237 | $282.0K | 0.01% | −4,838−28.3% | Reduced |
| Baader Bank INC | 12,557 | $289.3K | 0.03% | +12,557 | New |
| Pitcairn Co | 12,874 | $296.7K | 0.02% | +1,876+17.1% | Added |
| Financial Advocates Investment Management | 13,201 | $304.3K | 0.02% | +50.0% | Added |
| Jump Financial, LLC | 13,897 | $320.3K | 0.01% | +13,897 | New |
| Deltec Asset Management LLC | 14,000 | $322.7K | 0.07% | +4,713+50.7% | Added |
| Xponance, Inc. | 14,578 | $336.0K | 0.00% | +264+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,649 | $337.7K | 0.00% | +136+0.9% | Added |
| Storebrand Asset Management AS | 15,415 | $355.3K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 15,440 | $355.9K | 0.06% | +13,831+859.6% | Added |
| Quantbot Technologies LP | 15,942 | $367.5K | 0.02% | +15,942 | New |
| Kestra Advisory Services, LLC | 16,456 | $379.3K | 0.00% | +5,561+51.0% | Added |
| HSBC Holdings PLC | 16,857 | $387.7K | 0.00% | +16,857 | New |
| Prudential Financial Inc | 17,473 | $402.7K | 0.00% | +1,337+8.3% | Added |
| MML Investors Services, LLC | 17,519 | $404.0K | 0.00% | −1,659−8.7% | Reduced |
| First Republic Investment Management, Inc. | 17,711 | $408.2K | 0.00% | −2,430−12.1% | Reduced |
| Utah Retirement Systems | 18,100 | $417.2K | 0.01% | +200+1.1% | Added |
| Cresset Asset Management, LLC | 18,186 | $419.2K | 0.00% | −936−4.9% | Reduced |
| Cetera Investment Advisers | 18,286 | $421.5K | 0.00% | −12,610−40.8% | Reduced |
| Ossiam | 18,798 | $433.3K | 0.01% | +3,994+27.0% | Added |
| Mackenzie Financial Corp | 20,299 | $434.2K | 0.00% | +20,299 | New |
| Qsemble Capital Management, LP | 18,900 | $435.6K | 0.08% | +18,900 | New |
| Park Avenue Securities LLC | 18,903 | $436.0K | 0.01% | −3,794−16.7% | Reduced |
| Private Advisor Group, LLC | 19,072 | $439.6K | 0.00% | −391−2.0% | Reduced |
| Nebula Research & Development LLC | 19,499 | $449.5K | 0.24% | +19,499 | New |
| Kestra Private Wealth Services, LLC | 20,108 | $463.5K | 0.01% | −1,759−8.0% | Reduced |
| Raymond James & Associates | 21,130 | $487.0K | 0.00% | −6,791−24.3% | Reduced |