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, Q4 2023
Institutional positions in XP Inc. as of Dec 31, 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
- 301
- +44 vs. Q3 2023
- Shares held
- 292.5M
- +12.9M (+4.6%) vs. Q3 2023
- Total value
- $7.62B
- +$1.19B (+18.4%) vs. Q3 2023
- New holders
- 77
- 95 more added
- Sold out
- 33
- 102 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 30,228,845 | $788.1M | 0.50% | −51,600−0.2% | Reduced |
| General Atlantic LLC | 29,617,733 | $772.1M | 11.08% | 00.0% | Unchanged |
| FMR LLC | 23,722,787 | $618.5M | 0.05% | +2,189,469+10.2% | Added |
| Mawer Investment Management Ltd. | 18,160,036 | $473.4M | 2.42% | −79,407−0.4% | Reduced |
| BlackRock Inc. | 18,090,310 | $471.6M | 0.01% | +3,514,562+24.1% | Added |
| Capital World Investors | 15,480,556 | $403.6M | 0.07% | −1,791,117−10.4% | Reduced |
| Harding Loevner LP | 13,115,121 | $339.4M | 1.90% | +732,614+5.9% | Added |
| Sands Capital Management, LLC | 10,783,113 | $281.1M | 0.85% | −234,894−2.1% | Reduced |
| Squadra Investments - Gestao de Recursos Ltda. | 9,018,875 | $235.1M | 48.60% | +2,087,205+30.1% | Added |
| Canada Pension Plan Investment Board | 8,113,827 | $211.5M | 0.27% | +3,008,809+58.9% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 7,126,997 | $185.8M | 21.33% | −419,000−5.6% | Reduced |
| Bank of New York Mellon Corp | 5,214,477 | $135.9M | 0.03% | −592,561−10.2% | Reduced |
| Price T Rowe Associates Inc | 4,929,877 | $128.5M | 0.02% | +293,160+6.3% | Added |
| Two Sigma Investments, LP | 4,445,716 | $115.9M | 0.28% | +2,850,140+178.6% | Added |
| State Street Corp | 3,706,658 | $96.6M | 0.00% | +156,061+4.4% | Added |
| Arrowstreet Capital, Limited Partnership | 3,653,799 | $95.3M | 0.10% | +3,248,223+800.9% | Added |
| D. E. Shaw & Co., Inc. | 3,529,440 | $92.0M | 0.13% | +2,033,401+135.9% | Added |
| Seafarer Capital Partners, LLC | 3,455,000 | $90.1M | 24.34% | +50,000+1.5% | Added |
| Constellation Investimentos e Participacoes Ltda | 3,270,009 | $85.2M | 30.07% | +3,270,009 | New |
| Fisher Asset Management, LLC | 2,844,255 | $74.1M | 0.04% | +2,429,169+585.2% | Added |
| Ninety One UK Ltd | 2,797,008 | $72.9M | 0.22% | −133,480−4.6% | Reduced |
| Marshall Wace, LLP | 2,618,143 | $68.3M | 0.13% | +1,092,695+71.6% | Added |
| Alkeon Capital Management LLC | 2,614,733 | $68.2M | 0.45% | −2,884−0.1% | Reduced |
| Bamco Inc | 2,547,325 | $66.4M | 0.18% | +500,566+24.5% | Added |
| Morgan Stanley | 2,454,567 | $64.0M | 0.01% | +573,339+30.5% | Added |
| Two Sigma Advisers, LP | 2,414,228 | $62.9M | 0.15% | +1,828,900+312.5% | Added |
| Nuveen Asset Management, LLC | 2,386,001 | $62.2M | 0.02% | +742,236+45.2% | Added |
| Truxt Investmentos Ltda. | 2,129,817 | $55.5M | 20.21% | −2,740,552−56.3% | Reduced |
| Voloridge Investment Management, LLC | 1,990,553 | $51.9M | 0.20% | +483,526+32.1% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 1,950,447 | $50.8M | 26.08% | −1,540,156−44.1% | Reduced |
| Geode Capital Management, LLC | 1,861,467 | $48.5M | 0.01% | −23,781−1.3% | Reduced |
| Nordea Investment Management AB | 1,765,035 | $46.2M | 0.06% | −211,446−10.7% | Reduced |
| Carrhae Capital LLP | 1,661,511 | $43.3M | 8.56% | +1,661,511 | New |
| Man Group plc | 1,518,764 | $39.6M | 0.11% | – | – |
| Jennison Associates LLC | 1,478,071 | $38.5M | 0.03% | −150,418−9.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,278,765 | $33.3M | 0.02% | −462,407−26.6% | Reduced |
| Wellington Management Group LLP | 1,270,908 | $33.1M | 0.01% | −15,482−1.2% | Reduced |
| Renaissance Technologies LLC | 1,264,465 | $33.0M | 0.05% | +1,123,990+800.1% | Added |
| HRT Financial LP | 1,262,184 | $32.9M | 0.24% | +1,262,184 | New |
| Compass Group LLC | 1,239,325 | $32.3M | 12.81% | +641,237+107.2% | Added |
| Verde Servicos Internacionais S.A. | 1,232,082 | $32.1M | 12.84% | +1,232,082 | New |
| Absoluto Partners Gestao de Recursos Ltda | 1,065,137 | $27.8M | 15.33% | −378,438−26.2% | Reduced |
| SEI Investments Co | 1,009,365 | $26.3M | 0.04% | +321,006+46.6% | Added |
| Bank of America Corp | 997,324 | $26.0M | 0.00% | +299,574+42.9% | Added |
| Ameriprise Financial Inc | 984,562 | $25.7M | 0.01% | +960,164+3,935.4% | Added |
| Invesco Ltd. | 966,865 | $25.2M | 0.01% | +438,210+82.9% | Added |
| Banco BTG Pactual S.A. | 928,203 | $24.5M | 5.55% | +474,742+104.7% | Added |
| Wealth High Governance Capital Ltda | 900,000 | $23.5M | 10.10% | +900,000 | New |
| Goldman Sachs Group Inc | 895,713 | $23.4M | 0.01% | +482,709+116.9% | Added |
| Millennium Management LLC | 885,622 | $23.1M | 0.02% | −532,849−37.6% | Reduced |
| Vanguard Group Inc | 868,008 | $22.6M | 0.00% | +262,200+43.3% | Added |
| Northern Trust Corp | 841,874 | $21.9M | 0.00% | +35,066+4.3% | Added |
| Bessemer Group Inc | 820,185 | $21.4M | 0.04% | −128,895−13.6% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 713,164 | $18.6M | 18.15% | −413,749−36.7% | Reduced |
| Sustainable Growth Advisers, LP | 702,538 | $18.3M | 0.08% | +27,108+4.0% | Added |
| California Public Employees Retirement System | 616,703 | $16.1M | 0.01% | +118,415+23.8% | Added |
| Axiom Investors LLC | 594,920 | $15.5M | 0.15% | +594,920 | New |
| Earnest Partners LLC | 564,683 | $14.7M | 0.07% | −4,002−0.7% | Reduced |
| Sagil Capital LLP | 552,000 | $14.4M | 20.42% | +552,000 | New |
| Cubist Systematic Strategies, LLC | 547,516 | $14.3M | 0.18% | +11,640+2.2% | Added |
| British Columbia Investment Management Corp | 510,000 | $13.3M | 0.11% | +510,000 | New |
| Russell Investments Group, Ltd. | 501,225 | $13.1M | 0.02% | +190,517+61.3% | Added |
| Envestnet Asset Management Inc | 498,611 | $13.0M | 0.01% | −2040.0% | Reduced |
| Schroder Investment Management Group | 470,769 | $12.3M | 0.02% | +470,769 | New |
| Janney Montgomery Scott LLC | 457,642 | $11.9M | 0.04% | −212,079−31.7% | Reduced |
| Itau Unibanco Holding S.A. | 451,586 | $11.8M | 0.39% | −58,439−11.5% | Reduced |
| Bank of Nova Scotia | 440,652 | $11.5M | 0.02% | +440,652 | New |
| Charles Schwab Investment Management Inc | 438,549 | $11.4M | 0.00% | +72,987+20.0% | Added |
| Norges Bank | 437,139 | $11.4M | 0.00% | −239,083−35.4% | Reduced |
| Franklin Resources Inc | 421,106 | $10.9M | 0.01% | +226,216+116.1% | Added |
| Capital Fund Management S.A. | 407,126 | $10.6M | 0.14% | +327,035+408.3% | Added |
| First Trust Advisors LP | 402,915 | $10.5M | 0.01% | +27,100+7.2% | Added |
| BTG Pactual Global Asset Management Ltd | 399,296 | $10.4M | 6.21% | +174,475+77.6% | Added |
| Susquehanna International Group, LLP | 394,389 | $10.3M | 0.02% | +227,687+136.6% | Added |
| Rhumbline Advisers | 378,119 | $9.86M | 0.01% | −2,270−0.6% | Reduced |
| Handelsbanken Fonder AB | 361,229 | $9.42M | 0.05% | −1,877−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 340,993 | $8.89M | 0.11% | +340,993 | New |
| Jane Street Group, LLC | 337,303 | $8.79M | 0.01% | −205,266−37.8% | Reduced |
| Crossmark Global Holdings, Inc. | 320,250 | $8.35M | 0.17% | −8,637−2.6% | Reduced |
| Seven Eight Capital, LP | 318,542 | $8.30M | 0.96% | +318,542 | New |
| Legal & General Group Plc | 316,398 | $8.25M | 0.00% | +74,473+30.8% | Added |
| Loomis Sayles & Co L P | 302,772 | $7.89M | 0.01% | −95,963−24.1% | Reduced |
| Acadian Asset Management LLC | 291,156 | $7.58M | 0.03% | +204,120+234.5% | Added |
| Treasurer of the State of North Carolina | 287,923 | $7.51M | 0.04% | +30,447+11.8% | Added |
| Voya Investment Management LLC | 287,722 | $7.50M | 0.01% | +236,703+464.0% | Added |
| Jarislowsky, Fraser Ltd | 282,418 | $7.36M | 0.04% | +9,280+3.4% | Added |
| New York State Common Retirement Fund | 276,283 | $7.20M | 0.01% | −947−0.3% | Reduced |
| Citadel Advisors LLC | 272,752 | $7.11M | 0.01% | −800,310−74.6% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 427,660 | $7.00M | 0.10% | +427,660 | New |
| American Century Companies Inc | 258,708 | $6.74M | 0.00% | +53,461+26.0% | Added |
| Penserra Capital Management LLC | 249,131 | $6.49M | 0.12% | +78,490+46.0% | Added |
| Kapitalo Investimentos Ltda | 245,664 | $6.40M | 1.32% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 238,713 | $6.22M | 0.00% | −90,756−27.5% | Reduced |
| Perpetual Ltd | 216,685 | $5.65M | 0.06% | +216,685 | New |
| Hidden Lake Asset Management LP | 206,730 | $5.39M | 5.84% | −232,400−52.9% | Reduced |
| Qube Research & Technologies Ltd | 200,020 | $5.21M | 0.01% | +200,020 | New |
| Citigroup Inc | 199,850 | $5.21M | 0.01% | +138,450+225.5% | Added |
| INCA Investments LLC | 190,545 | $4.97M | 2.20% | −31,154−14.1% | Reduced |
| Squarepoint Ops LLC | 185,316 | $4.83M | 0.02% | +185,316 | New |
| Alta Park Capital, LP | 184,628 | $4.81M | 0.49% | −1,017,017−84.6% | Reduced |