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 |
|---|---|---|---|---|---|
| Oak Thistle LLC | 22,069 | $508.7K | 0.15% | +22,069 | New |
| Toroso Investments, LLC | 23,146 | $533.5K | 0.02% | +23,146 | New |
| Wells Fargo & Company | 23,502 | $541.7K | 0.00% | −9,277−28.3% | Reduced |
| VPR Management LLC | 24,068 | $554.8K | 0.15% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 24,398 | $563.0K | 0.00% | +607+2.6% | Added |
| Tandem Capital Management Corp | 25,121 | $579.0K | 0.40% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 25,386 | $585.1K | 0.00% | +25,386 | New |
| Maryland State Retirement & Pension System | 26,251 | $605.1K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 26,549 | $612.0K | 0.03% | +26,549 | New |
| Synovus Financial Corp | 27,641 | $637.1K | 0.01% | +2,701+10.8% | Added |
| Aquatic Capital Management LLC | 27,900 | $643.0K | 0.03% | +27,900 | New |
| Bayesian Capital Management, LP | 28,379 | $654.1K | 0.07% | −105,800−78.8% | Reduced |
| Keybank National Association | 28,817 | $664.2K | 0.00% | −158−0.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 29,177 | $672.5K | 0.25% | −1,726−5.6% | Reduced |
| Exchange Traded Concepts, LLC | 29,322 | $675.9K | 0.02% | +2,508+9.4% | Added |
| Tudor Investment Corp Et Al | 31,340 | $722.4K | 0.01% | −47,528−60.3% | Reduced |
| Point72 Asset Management, L.P. | 31,800 | $733.0K | 0.00% | +31,800 | New |
| Gsa Capital Partners LLP | 32,416 | $747.0K | 0.06% | +32,416 | New |
| Principal Financial Group Inc | 32,709 | $753.9K | 0.00% | +1,659+5.3% | Added |
| Virtu Financial LLC | 33,099 | $763.0K | 0.08% | +11,644+54.3% | Added |
| Davenport & Co LLC | 33,438 | $770.7K | 0.01% | −536−1.6% | Reduced |
| Captrust Financial Advisors | 33,843 | $780.1K | 0.00% | +23,954+242.2% | Added |
| STRS Ohio | 35,410 | $816.0K | 0.00% | +35,410 | New |
| Axq Capital, LP | 36,000 | $829.8K | 0.29% | +11,900+49.4% | Added |
| Mariner, LLC | 36,886 | $850.2K | 0.00% | +3,108+9.2% | Added |
| Neuberger Berman Group LLC | 39,874 | $919.1K | 0.00% | +627+1.6% | Added |
| Stifel Financial Corp | 40,535 | $934.3K | 0.00% | +20,795+105.3% | Added |
| Centiva Capital, LP | 43,146 | $994.5K | 0.05% | +43,146 | New |
| National Bank of Canada | 47,402 | $1.01M | 0.00% | −26,198−35.6% | Reduced |
| Bank of Montreal | 39,175 | $1.04M | 0.00% | +1,764+4.7% | Added |
| Barclays PLC | 45,157 | $1.04M | 0.00% | +12,884+39.9% | Added |
| Natixis Advisors, L.P. | 45,360 | $1.05M | 0.00% | +317+0.7% | Added |
| Mirabella Financial Services LLP | 48,124 | $1.11M | 0.16% | −31,586−39.6% | Reduced |
| Fifth Third Bancorp | 49,648 | $1.14M | 0.01% | +681+1.4% | Added |
| Marshall Financial Group LLC | 50,748 | $1.17M | 0.42% | −3,812−7.0% | Reduced |
| Voya Investment Management LLC | 51,019 | $1.18M | 0.00% | −608−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 52,153 | $1.20M | 0.04% | +42,308+429.7% | Added |
| JPMorgan Chase & Co | 53,055 | $1.22M | 0.00% | +31,148+142.2% | Added |
| Amalgamated Bank | 54,892 | $1.26M | 0.01% | +3,209+6.2% | Added |
| Pearl River Capital, LLC | 56,390 | $1.30M | 0.20% | +15,837+39.1% | Added |
| Cloverfields Capital Group, LP | 56,644 | $1.31M | 0.59% | 00.0% | Unchanged |
| Atria Investments LLC | 60,068 | $1.38M | 0.02% | +60,068 | New |
| Citigroup Inc | 61,400 | $1.42M | 0.00% | +14,689+31.4% | Added |
| Nisa Investment Advisors, LLC | 64,852 | $1.49M | 0.01% | +33,328+105.7% | Added |
| Graham Capital Management, L.P. | 70,019 | $1.61M | 0.05% | +70,019 | New |
| Federated Hermes, Inc. | 70,400 | $1.62M | 0.00% | +70,400 | New |
| Deutsche Bank AG | 72,784 | $1.68M | 0.00% | −10,093−12.2% | Reduced |
| California State Teachers Retirement System | 73,968 | $1.70M | 0.00% | −37,517−33.7% | Reduced |
| Capital Fund Management S.A. | 80,091 | $1.85M | 0.02% | +80,091 | New |
| Oppenheimer Asset Management Inc. | 81,500 | $1.88M | 0.03% | −6,729−7.6% | Reduced |
| US Bancorp | 81,829 | $1.89M | 0.00% | +2,586+3.3% | Added |
| Caption Management, LLC | 83,619 | $1.93M | 0.25% | −32,381−27.9% | Reduced |
| Acadian Asset Management LLC | 87,036 | $2.00M | 0.01% | +69,321+391.3% | Added |
| State Board of Administration of Florida Retirement System | 95,690 | $2.21M | 0.01% | +500+0.5% | Added |
| Advisor Group Holdings, Inc. | 101,371 | $2.34M | 0.00% | +50,372+98.8% | Added |
| Truist Financial Corp | 109,077 | $2.51M | 0.00% | +63,307+138.3% | Added |
| Credit Suisse AG | 111,550 | $2.57M | 0.00% | +46,042+70.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $2.78M | 0.01% | 00.0% | Unchanged |
| Old Well Partners, LLC | 121,800 | $2.81M | 2.43% | +121,800 | New |
| Royal Bank of Canada | 125,977 | $2.90M | 0.00% | −27,360−17.8% | Reduced |
| Duality Advisers, LP | 126,637 | $2.92M | 0.35% | +104,424+470.1% | Added |
| Renaissance Technologies LLC | 140,475 | $3.24M | 0.01% | +140,475 | New |
| FORA Capital, LLC | 145,509 | $3.35M | 0.29% | +145,509 | New |
| Great Lakes Advisors, LLC | 150,776 | $3.48M | 0.03% | +150,776 | New |
| GW&K Investment Management, LLC | 156,628 | $3.61M | 0.04% | −45,600−22.5% | Reduced |
| Grandeur Peak Global Advisors, LLC | 158,446 | $3.65M | 0.27% | −119,645−43.0% | Reduced |
| Susquehanna International Group, LLP | 166,702 | $3.84M | 0.01% | −46,640−21.9% | Reduced |
| Penserra Capital Management LLC | 170,641 | $3.93M | 0.08% | −10,050−5.6% | Reduced |
| Numerai GP LLC | 182,992 | $4.22M | 1.40% | +182,992 | New |
| Engineers Gate Manager LP | 189,430 | $4.37M | 0.16% | +189,430 | New |
| Franklin Resources Inc | 194,890 | $4.49M | 0.00% | −213,128−52.2% | Reduced |
| PDT Partners, LLC | 196,412 | $4.53M | 0.57% | +18,900+10.6% | Added |
| American Century Companies Inc | 205,247 | $4.73M | 0.00% | +195,146+1,931.9% | Added |
| UBS Group AG | 209,444 | $4.83M | 0.00% | +89,844+75.1% | Added |
| INCA Investments LLC | 221,699 | $5.11M | 2.05% | −63,764−22.3% | Reduced |
| BTG Pactual Global Asset Management Ltd | 224,821 | $5.18M | 2.96% | +57,920+34.7% | Added |
| Legal & General Group Plc | 241,925 | $5.58M | 0.00% | +22,996+10.5% | Added |
| Kapitalo Investimentos Ltda | 245,664 | $5.66M | 0.77% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 257,476 | $5.93M | 0.03% | +112,326+77.4% | Added |
| Jarislowsky, Fraser Ltd | 273,138 | $6.30M | 0.04% | −65,750−19.4% | Reduced |
| Trexquant Investment LP | 273,622 | $6.31M | 0.16% | +229,748+523.7% | Added |
| New York State Common Retirement Fund | 277,230 | $6.39M | 0.01% | −53,570−16.2% | Reduced |
| Russell Investments Group, Ltd. | 310,708 | $7.16M | 0.01% | +310,708 | New |
| Crossmark Global Holdings, Inc. | 328,887 | $7.34M | 0.17% | +319,186+3,290.2% | Added |
| Alliancebernstein L.P. | 329,469 | $7.59M | 0.00% | +196,473+147.7% | Added |
| Handelsbanken Fonder AB | 363,106 | $8.37M | 0.05% | +57,143+18.7% | Added |
| Charles Schwab Investment Management Inc | 365,562 | $8.43M | 0.00% | +75,262+25.9% | Added |
| First Trust Advisors LP | 375,815 | $8.66M | 0.01% | +363,058+2,846.0% | Added |
| Rhumbline Advisers | 380,389 | $8.77M | 0.01% | +5,782+1.5% | Added |
| Loomis Sayles & Co L P | 398,735 | $9.19M | 0.02% | +398,735 | New |
| Arrowstreet Capital, Limited Partnership | 405,576 | $9.35M | 0.01% | +405,576 | New |
| Goldman Sachs Group Inc | 413,004 | $9.52M | 0.00% | −550.0% | Reduced |
| UBS Asset Management Americas Inc | 413,024 | $9.52M | 0.00% | −62,090−13.1% | Reduced |
| Fisher Asset Management, LLC | 415,086 | $9.57M | 0.01% | −3,466−0.8% | Reduced |
| Hidden Lake Asset Management LP | 439,130 | $10.1M | 12.06% | +439,130 | New |
| Banco BTG Pactual S.A. | 453,461 | $10.5M | 4.24% | +280,839+162.7% | Added |
| California Public Employees Retirement System | 498,288 | $11.5M | 0.01% | +12,697+2.6% | Added |
| Envestnet Asset Management Inc | 498,815 | $11.5M | 0.01% | +186,142+59.5% | Added |
| Itau Unibanco Holding S.A. | 510,025 | $11.8M | 0.52% | +132,531+35.1% | Added |
| Invesco Ltd. | 528,655 | $12.2M | 0.00% | +57,721+12.3% | Added |