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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.

Q4 2023 vs. Q3 2023

How the institutions holding XP Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of XP: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2581301+44
Shares279.7M17.7K292.5M+12.9M (+4.6%)
Value$6.44B$408.2K$7.62B+$1.19B (+18.4%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held XP Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to XP in Q4 2023
InstitutionSharesValue% of portfolio
Constellation Investimentos e Participacoes Ltda3,270,009$85.2M30.07%
Carrhae Capital LLP1,661,511$43.3M8.56%
HRT Financial LP1,262,184$32.9M0.24%
Verde Servicos Internacionais S.A.1,232,082$32.1M12.84%
Wealth High Governance Capital Ltda900,000$23.5M10.10%
Axiom Investors LLC594,920$15.5M0.15%
Sagil Capital LLP552,000$14.4M20.42%
British Columbia Investment Management Corp510,000$13.3M0.11%
Schroder Investment Management Group470,769$12.3M0.02%
Bank of Nova Scotia440,652$11.5M0.02%
ExodusPoint Capital Management, LP340,993$8.89M0.11%
Seven Eight Capital, LP318,542$8.30M0.96%
Aware Super Pty Ltd as trustee of Aware Super427,660$7.00M0.10%
Perpetual Ltd216,685$5.65M0.06%
Qube Research & Technologies Ltd200,020$5.21M0.01%
Squarepoint Ops LLC185,316$4.83M0.02%
Discovery Capital Management, LLC135,100$3.52M0.53%
Y-Intercept (Hong Kong) Ltd83,917$2.19M0.20%
Entropy Technologies, LP81,712$2.13M0.39%
Point72 Middle East FZE51,504$1.34M0.09%
AnglePoint Asset Management Ltd45,600$1.19M1.50%
Caisse de Depot Et Placement du Quebec44,000$1.15M0.00%
Assenagon Asset Management S.A.36,987$964.3K0.00%
Group One Trading, L.P.33,856$882.6K0.03%
Schonfeld Strategic Advisors LLC33,000$860.3K0.01%
McKinley Capital Management LLC /Delaware31,625$824.5K0.11%
GTS Securities LLC31,565$822.9K0.02%
Capital Wealth Planning, LLC31,537$822.2K0.01%
CenterBook Partners LP30,413$792.9K0.10%
AXS Investments LLC30,000$782.1K0.19%
Brevan Howard Capital Management LP24,410$636.4K0.06%
Sequoia Financial Advisors, LLC22,089$575.9K0.01%
Thrivent Financial for Lutherans21,669$565.0K0.00%
Capital CS Group, LLC19,760$515.1K0.57%
Verition Fund Management LLC19,692$513.4K0.01%
Custom Index Systems, LLC19,025$496.0K0.31%
Simplex Trading, LLC17,217$448.0K0.01%
Dynamic Technology Lab Private Ltd16,608$433.0K0.05%
Turim 21 Investimentos Ltda.15,916$414.9K0.13%
Balyasny Asset Management LLC14,722$383.8K0.00%
Morse Asset Management, Inc13,800$360.0K0.11%
Yorktown Management & Research Co Inc12,800$333.7K0.35%
Creative Planning12,135$316.4K0.00%
Panagora Asset Management Inc11,680$304.5K0.00%
Outlook Wealth Advisors, LLC11,438$298.2K0.10%
XTX Topco Ltd11,123$290.0K0.06%
Stratos Wealth Partners, LTD.10,263$267.6K0.00%
CAPROCK Group, Inc.8,609$224.4K0.01%
O'Shaughnessy Asset Management, LLC8,510$221.9K0.00%
Boothbay Fund Management, LLC8,408$219.2K0.01%
LPL Financial LLC8,388$218.7K0.00%
AQR Capital Management LLC7,843$204.5K0.00%
Headlands Technologies LLC5,386$140.4K0.04%
SPX Equities Gestao de Recursos Ltda5,287$137.8K0.01%
EntryPoint Capital, LLC2,676$69.8K0.07%
Principal Securities, Inc.2,393$62.4K0.00%
Advisory Services Network, LLC936$24.4K0.00%
Smartleaf Asset Management LLC816$21.5K0.01%
Pinnacle Bancorp, Inc.592$15.4K0.01%
Benjamin F. Edwards & Company, Inc.338$9.00K0.00%
Clearstead Advisors, LLC318$8.29K0.00%
Johnson Financial Group, Inc.205$5.34K0.00%
GAMMA Investing LLC191$4.70K0.00%
Global Retirement Partners, LLC135$3.44K0.00%
Naples Money Management LLC100$2.61K0.00%
SYSTM Wealth Solutions LLC96$2.50K0.00%
Fred Alger Management, LLC90$2.35K0.00%
JFS Wealth Advisors, LLC88$2.29K0.00%
RFP Financial Group LLC73$1.90K0.00%
Red Tortoise LLC69$1.80K0.00%
Princeton Global Asset Management LLC55$1.43K0.00%
Kayne Anderson Rudnick Investment Management LLC38$9950.00%
Sachetta, LLC31$8090.00%
Beaird Harris Wealth Management, LLC10$2610.00%
Parkside Financial Bank & Trust7$1830.00%
Tennessee Valley Asset Management Partners1$260.00%
Lazard Asset Management LLC9$00.00%

Sold out (33)

Institutions that held XP Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (1)

Institutions that held XP Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding XP in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.17,711$408.2K