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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 111,550 | $2.57M | 0.00% | +46,042+70.3% | Added |
| Truist Financial Corp | 109,077 | $2.51M | 0.00% | +63,307+138.3% | Added |
| Advisor Group Holdings, Inc. | 101,371 | $2.34M | 0.00% | +50,372+98.8% | Added |
| State Board of Administration of Florida Retirement System | 95,690 | $2.21M | 0.01% | +500+0.5% | Added |
| Acadian Asset Management LLC | 87,036 | $2.00M | 0.01% | +69,321+391.3% | Added |
| Caption Management, LLC | 83,619 | $1.93M | 0.25% | −32,381−27.9% | Reduced |
| US Bancorp | 81,829 | $1.89M | 0.00% | +2,586+3.3% | Added |
| Oppenheimer Asset Management Inc. | 81,500 | $1.88M | 0.03% | −6,729−7.6% | Reduced |
| Capital Fund Management S.A. | 80,091 | $1.85M | 0.02% | +80,091 | New |
| California State Teachers Retirement System | 73,968 | $1.70M | 0.00% | −37,517−33.7% | Reduced |
| Deutsche Bank AG | 72,784 | $1.68M | 0.00% | −10,093−12.2% | Reduced |
| Federated Hermes, Inc. | 70,400 | $1.62M | 0.00% | +70,400 | New |
| Graham Capital Management, L.P. | 70,019 | $1.61M | 0.05% | +70,019 | New |
| Nisa Investment Advisors, LLC | 64,852 | $1.49M | 0.01% | +33,328+105.7% | Added |
| Citigroup Inc | 61,400 | $1.42M | 0.00% | +14,689+31.4% | Added |
| Atria Investments LLC | 60,068 | $1.38M | 0.02% | +60,068 | New |
| Cloverfields Capital Group, LP | 56,644 | $1.31M | 0.59% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 56,390 | $1.30M | 0.20% | +15,837+39.1% | Added |
| Amalgamated Bank | 54,892 | $1.26M | 0.01% | +3,209+6.2% | Added |
| JPMorgan Chase & Co | 53,055 | $1.22M | 0.00% | +31,148+142.2% | Added |
| Tower Research Capital LLC (TRC) | 52,153 | $1.20M | 0.04% | +42,308+429.7% | Added |
| Voya Investment Management LLC | 51,019 | $1.18M | 0.00% | −608−1.2% | Reduced |
| Marshall Financial Group LLC | 50,748 | $1.17M | 0.42% | −3,812−7.0% | Reduced |
| Fifth Third Bancorp | 49,648 | $1.14M | 0.01% | +681+1.4% | Added |
| Mirabella Financial Services LLP | 48,124 | $1.11M | 0.16% | −31,586−39.6% | Reduced |
| Natixis Advisors, L.P. | 45,360 | $1.05M | 0.00% | +317+0.7% | Added |
| Barclays PLC | 45,157 | $1.04M | 0.00% | +12,884+39.9% | Added |
| Bank of Montreal | 39,175 | $1.04M | 0.00% | +1,764+4.7% | Added |
| National Bank of Canada | 47,402 | $1.01M | 0.00% | −26,198−35.6% | Reduced |
| Centiva Capital, LP | 43,146 | $994.5K | 0.05% | +43,146 | New |
| Stifel Financial Corp | 40,535 | $934.3K | 0.00% | +20,795+105.3% | Added |
| Neuberger Berman Group LLC | 39,874 | $919.1K | 0.00% | +627+1.6% | Added |
| Mariner, LLC | 36,886 | $850.2K | 0.00% | +3,108+9.2% | Added |
| Axq Capital, LP | 36,000 | $829.8K | 0.29% | +11,900+49.4% | Added |
| STRS Ohio | 35,410 | $816.0K | 0.00% | +35,410 | New |
| Captrust Financial Advisors | 33,843 | $780.1K | 0.00% | +23,954+242.2% | Added |
| Davenport & Co LLC | 33,438 | $770.7K | 0.01% | −536−1.6% | Reduced |
| Virtu Financial LLC | 33,099 | $763.0K | 0.08% | +11,644+54.3% | Added |
| Principal Financial Group Inc | 32,709 | $753.9K | 0.00% | +1,659+5.3% | Added |
| Gsa Capital Partners LLP | 32,416 | $747.0K | 0.06% | +32,416 | New |
| Point72 Asset Management, L.P. | 31,800 | $733.0K | 0.00% | +31,800 | New |
| Tudor Investment Corp Et Al | 31,340 | $722.4K | 0.01% | −47,528−60.3% | Reduced |
| Exchange Traded Concepts, LLC | 29,322 | $675.9K | 0.02% | +2,508+9.4% | Added |
| Legacy Wealth Asset Management, LLC | 29,177 | $672.5K | 0.25% | −1,726−5.6% | Reduced |
| Keybank National Association | 28,817 | $664.2K | 0.00% | −158−0.5% | Reduced |
| Bayesian Capital Management, LP | 28,379 | $654.1K | 0.07% | −105,800−78.8% | Reduced |
| Aquatic Capital Management LLC | 27,900 | $643.0K | 0.03% | +27,900 | New |
| Synovus Financial Corp | 27,641 | $637.1K | 0.01% | +2,701+10.8% | Added |
| PEAK6 Investments LLC | 26,549 | $612.0K | 0.03% | +26,549 | New |
| Maryland State Retirement & Pension System | 26,251 | $605.1K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 25,386 | $585.1K | 0.00% | +25,386 | New |
| Tandem Capital Management Corp | 25,121 | $579.0K | 0.40% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 24,398 | $563.0K | 0.00% | +607+2.6% | Added |
| VPR Management LLC | 24,068 | $554.8K | 0.15% | 00.0% | Unchanged |
| Wells Fargo & Company | 23,502 | $541.7K | 0.00% | −9,277−28.3% | Reduced |
| Toroso Investments, LLC | 23,146 | $533.5K | 0.02% | +23,146 | New |
| Oak Thistle LLC | 22,069 | $508.7K | 0.15% | +22,069 | New |
| Raymond James & Associates | 21,130 | $487.0K | 0.00% | −6,791−24.3% | Reduced |
| Kestra Private Wealth Services, LLC | 20,108 | $463.5K | 0.01% | −1,759−8.0% | Reduced |
| Nebula Research & Development LLC | 19,499 | $449.5K | 0.24% | +19,499 | New |
| Private Advisor Group, LLC | 19,072 | $439.6K | 0.00% | −391−2.0% | Reduced |
| Park Avenue Securities LLC | 18,903 | $436.0K | 0.01% | −3,794−16.7% | Reduced |
| Qsemble Capital Management, LP | 18,900 | $435.6K | 0.08% | +18,900 | New |
| Mackenzie Financial Corp | 20,299 | $434.2K | 0.00% | +20,299 | New |
| Ossiam | 18,798 | $433.3K | 0.01% | +3,994+27.0% | Added |
| Cetera Investment Advisers | 18,286 | $421.5K | 0.00% | −12,610−40.8% | Reduced |
| Cresset Asset Management, LLC | 18,186 | $419.2K | 0.00% | −936−4.9% | Reduced |
| Utah Retirement Systems | 18,100 | $417.2K | 0.01% | +200+1.1% | Added |
| First Republic Investment Management, Inc. | 17,711 | $408.2K | 0.00% | −2,430−12.1% | Reduced |
| MML Investors Services, LLC | 17,519 | $404.0K | 0.00% | −1,659−8.7% | Reduced |
| Prudential Financial Inc | 17,473 | $402.7K | 0.00% | +1,337+8.3% | Added |
| HSBC Holdings PLC | 16,857 | $387.7K | 0.00% | +16,857 | New |
| Kestra Advisory Services, LLC | 16,456 | $379.3K | 0.00% | +5,561+51.0% | Added |
| Quantbot Technologies LP | 15,942 | $367.5K | 0.02% | +15,942 | New |
| Atlas Capital Advisors LLC | 15,440 | $355.9K | 0.06% | +13,831+859.6% | Added |
| Storebrand Asset Management AS | 15,415 | $355.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,649 | $337.7K | 0.00% | +136+0.9% | Added |
| Xponance, Inc. | 14,578 | $336.0K | 0.00% | +264+1.8% | Added |
| Deltec Asset Management LLC | 14,000 | $322.7K | 0.07% | +4,713+50.7% | Added |
| Jump Financial, LLC | 13,897 | $320.3K | 0.01% | +13,897 | New |
| Financial Advocates Investment Management | 13,201 | $304.3K | 0.02% | +50.0% | Added |
| Pitcairn Co | 12,874 | $296.7K | 0.02% | +1,876+17.1% | Added |
| Baader Bank INC | 12,557 | $289.3K | 0.03% | +12,557 | New |
| Krane Funds Advisors LLC | 12,237 | $282.0K | 0.01% | −4,838−28.3% | Reduced |
| State of Wisconsin Investment Board | 12,100 | $278.9K | 0.00% | +1,100+10.0% | Added |
| Veriti Management LLC | 12,063 | $278.1K | 0.03% | −5,204−30.1% | Reduced |
| OneAscent Wealth Management LLC | 11,957 | $276.0K | 0.12% | +11,957 | New |
| OneAscent Financial Services LLC | 11,669 | $269.0K | 0.07% | +11,669 | New |
| Marks Group Wealth Management, Inc | 11,451 | $263.9K | 0.03% | −57−0.5% | Reduced |
| Capula Management Ltd | 11,340 | $261.4K | 0.02% | +11,340 | New |
| Ethic Inc. | 11,211 | $258.4K | 0.01% | +11,211 | New |
| Two Sigma Securities, LLC | 11,142 | $256.8K | 0.01% | +11,142 | New |
| Credit Agricole S A | 10,866 | $250.5K | 0.01% | +9,986+1,134.8% | Added |
| Harbour Capital Advisors, LLC | 10,700 | $246.6K | 0.07% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,522 | $242.5K | 0.00% | +180+1.7% | 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 |
| Regions Financial Corp | 10,267 | $236.7K | 0.00% | +469+4.8% | Added |
| JustInvest LLC | 9,912 | $228.5K | 0.01% | +261+2.7% | Added |
| Neo Ivy Capital Management | 9,608 | $221.0K | 0.10% | +9,608 | New |