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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 9,548 | $220.1K | 0.01% | −1,861−16.3% | Reduced |
| 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 |
| The PNC Financial Services Group, Inc. | 7,760 | $178.9K | 0.00% | +477+6.5% | Added |
| MetLife Investment Management | 7,735 | $178.3K | 0.00% | +10+0.1% | Added |
| Quadrant Capital Group LLC | 7,659 | $176.5K | 0.02% | +572+8.1% | Added |
| 1832 Asset Management L.P. | 6,450 | $148.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,023 | $138.8K | 0.00% | +476+8.6% | Added |
| Counterpoint Mutual Funds LLC | 4,211 | $97.1K | 0.08% | +4,211 | New |
| Harvest Fund Management Co., Ltd | 3,756 | $87.0K | 0.02% | +3,756 | New |
| TD Private Client Wealth LLC | 3,774 | $87.0K | 0.00% | −303−7.4% | Reduced |
| Cutler Group LP | 3,677 | $84.0K | 0.01% | +3,677 | New |
| American International Group, Inc. | 3,048 | $70.3K | 0.00% | −179−5.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,500 | $57.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,166 | $49.9K | 0.01% | −108−4.7% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $42.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,500 | $34.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,221 | $28.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,184 | $27.3K | 0.00% | +361+43.9% | Added |
| First Horizon Advisors, Inc. | 1,083 | $25.0K | 0.00% | +271+33.4% | Added |
| Amundi | 1,095 | $23.4K | 0.00% | +404+58.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 875 | $20.2K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 851 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 829 | $19.1K | 0.00% | −1−0.1% | Reduced |
| Parallel Advisors, LLC | 772 | $17.8K | 0.00% | +17+2.3% | Added |
| Cary Street Partner Investment Advisory LLC | 482 | $11.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 473 | $11.0K | 0.01% | +473 | New |
| FinTrust Capital Advisors, LLC | 471 | $10.9K | 0.00% | +151+47.2% | Added |
| Toronto Dominion Bank | 432 | $9.96K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 398 | $9.17K | 0.00% | +25+6.7% | Added |
| Quarry LP | 381 | $8.78K | 0.01% | −2,438−86.5% | Reduced |
| Huntington National Bank | 376 | $8.67K | 0.00% | −49−11.5% | Reduced |
| Pin Oak Investment Advisors Inc | 349 | $8.00K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 280 | $6.45K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 204 | $4.70K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 168 | $3.87K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 166 | $3.83K | 0.00% | +166 | New |
| Allworth Financial LP | 121 | $2.78K | 0.00% | −4−3.2% | Reduced |
| Park Place Capital Corp | 103 | $2.37K | 0.00% | −610−85.6% | Reduced |
| Activest Wealth Management | 103 | $2.36K | 0.00% | +3+3.0% | Added |
| IFP Advisors, Inc | 94 | $2.17K | 0.00% | −6−6.0% | Reduced |
| 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 |
| Gradient Investments LLC | 66 | $1.52K | 0.00% | +66 | New |
| Operose Advisors LLC | 61 | $1.41K | 0.00% | +61 | New |
| Bell Investment Advisors, Inc | 60 | $1.38K | 0.00% | +3+5.3% | Added |
| Farther Finance Advisors, LLC | 25 | $584 | 0.00% | +25 | New |
| Natixis | 20 | $461 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12 | $276 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6 | $138 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $69 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $43 | 0.00% | −21−91.3% | Reduced |
| CGC Financial Services, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| 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 |
| Candriam Luxembourg S.C.A. | 1,256,344 | – | – | +1,236,344+6,181.7% | Added |
| Advent International Corp | 0 | $0 | 0.00% | −2,062,138−100.0% | Sold out |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −2,003,354−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −1,146,978−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −623,383−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −407,875−100.0% | Sold out |
| Armor Advisors, L.L.C. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −249,707−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −183,079−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −123,616−100.0% | Sold out |
| Sagil Capital LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −43,880−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,627−100.0% | Sold out |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −11,024−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −9,927−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −747−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Thomas White International Ltd | – | – | – | – | Not filed |