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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 9 | $0 | 0.00% | +9 | New |
| CGC Financial Services, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1 | $26 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 2 | $50 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $78 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4 | $104 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6 | $156 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $183 | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 10 | $261 | 0.00% | +10 | New |
| Whittier Trust Co | 12 | $312 | 0.00% | 00.0% | Unchanged |
| Natixis | 20 | $521 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $547 | 0.00% | −145−87.3% | Reduced |
| Sachetta, LLC | 31 | $809 | 0.00% | +31 | New |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $995 | 0.00% | +38 | New |
| IFP Advisors, Inc | 50 | $1.30K | 0.00% | −44−46.8% | Reduced |
| Farther Finance Advisors, LLC | 52 | $1.35K | 0.00% | +27+108.0% | Added |
| Princeton Global Asset Management LLC | 55 | $1.43K | 0.00% | +55 | New |
| Operose Advisors LLC | 61 | $1.59K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 69 | $1.80K | 0.00% | +69 | New |
| RFP Financial Group LLC | 73 | $1.90K | 0.00% | +73 | New |
| Hazlett, Burt & Watson, Inc. | 95 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $2.29K | 0.00% | +88 | New |
| Fred Alger Management, LLC | 90 | $2.35K | 0.00% | +90 | New |
| Bell Investment Advisors, Inc | 93 | $2.42K | 0.00% | +33+55.0% | Added |
| SYSTM Wealth Solutions LLC | 96 | $2.50K | 0.00% | +96 | New |
| Naples Money Management LLC | 100 | $2.61K | 0.00% | +100 | New |
| Park Place Capital Corp | 103 | $2.69K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 105 | $2.75K | 0.00% | +2+1.9% | Added |
| CWM, LLC | 108 | $3.00K | 0.00% | +37+52.1% | Added |
| Global Retirement Partners, LLC | 135 | $3.44K | 0.00% | +135 | New |
| Allworth Financial LP | 134 | $3.49K | 0.00% | +13+10.7% | Added |
| Washington Trust Advisors, Inc. | 168 | $4.38K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 176 | $4.50K | 0.00% | −47,226−99.6% | Reduced |
| GAMMA Investing LLC | 191 | $4.70K | 0.00% | +191 | New |
| Ronald Blue Trust, Inc. | 202 | $5.00K | 0.00% | +129+176.7% | Added |
| Investors Research Corp | 204 | $5.32K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 205 | $5.34K | 0.00% | +205 | New |
| Huntington National Bank | 253 | $6.60K | 0.00% | −123−32.7% | Reduced |
| Clearstead Advisors, LLC | 318 | $8.29K | 0.00% | +318 | New |
| FinTrust Capital Advisors, LLC | 332 | $8.66K | 0.00% | −139−29.5% | Reduced |
| Pin Oak Investment Advisors Inc | 349 | $9.00K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 338 | $9.00K | 0.00% | +338 | New |
| Proequities, Inc. | 413 | $10.8K | 0.00% | +15+3.8% | Added |
| Toronto Dominion Bank | 432 | $11.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 541 | $14.0K | 0.00% | −156,087−99.7% | Reduced |
| Pinnacle Bancorp, Inc. | 592 | $15.4K | 0.01% | +592 | New |
| Parallel Advisors, LLC | 649 | $16.9K | 0.00% | −123−15.9% | Reduced |
| Smartleaf Asset Management LLC | 816 | $21.5K | 0.01% | +816 | New |
| Tradition Wealth Management, LLC | 851 | $22.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 892 | $23.0K | 0.02% | +419+88.6% | Added |
| Advisory Services Network, LLC | 936 | $24.4K | 0.00% | +936 | New |
| GWM Advisors LLC | 1,069 | $27.9K | 0.00% | −115−9.7% | Reduced |
| Lindbrook Capital, LLC | 1,074 | $28.0K | 0.00% | +245+29.6% | Added |
| Quarry LP | 1,204 | $31.4K | 0.02% | +823+216.0% | Added |
| Umb Bank N A | 1,221 | $31.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,336 | $34.8K | 0.00% | +253+23.4% | Added |
| Nomura Asset Management Co Ltd | 1,500 | $39.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,891 | $45.0K | 0.01% | −1,865−49.7% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $48.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,155 | $56.2K | 0.01% | −11−0.5% | Reduced |
| Principal Securities, Inc. | 2,393 | $62.4K | 0.00% | +2,393 | New |
| EverSource Wealth Advisors, LLC | 2,500 | $65.2K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,676 | $69.8K | 0.07% | +2,676 | New |
| American International Group, Inc. | 2,888 | $75.3K | 0.00% | −160−5.2% | Reduced |
| TD Private Client Wealth LLC | 3,661 | $95.4K | 0.00% | −113−3.0% | Reduced |
| Quadrant Capital Group LLC | 5,072 | $132.2K | 0.01% | −2,587−33.8% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 5,287 | $137.8K | 0.01% | +5,287 | New |
| Headlands Technologies LLC | 5,386 | $140.4K | 0.04% | +5,386 | New |
| 1832 Asset Management L.P. | 5,950 | $155.1K | 0.00% | −500−7.8% | Reduced |
| Signaturefd, LLC | 6,220 | $162.2K | 0.00% | +197+3.3% | Added |
| Tower Research Capital LLC (TRC) | 6,488 | $169.1K | 0.00% | −45,665−87.6% | Reduced |
| The PNC Financial Services Group, Inc. | 6,603 | $172.2K | 0.00% | −1,157−14.9% | Reduced |
| Atlas Capital Advisors LLC | 7,017 | $182.9K | 0.03% | −8,423−54.6% | Reduced |
| MetLife Investment Management | 7,387 | $192.6K | 0.00% | −348−4.5% | Reduced |
| AQR Capital Management LLC | 7,843 | $204.5K | 0.00% | +7,843 | New |
| Veriti Management LLC | 7,901 | $206.0K | 0.02% | −4,162−34.5% | Reduced |
| LPL Financial LLC | 8,388 | $218.7K | 0.00% | +8,388 | New |
| Boothbay Fund Management, LLC | 8,408 | $219.2K | 0.01% | +8,408 | New |
| O'Shaughnessy Asset Management, LLC | 8,510 | $221.9K | 0.00% | +8,510 | New |
| CAPROCK Group, Inc. | 8,609 | $224.4K | 0.01% | +8,609 | New |
| Brinker Capital Investments, LLC | 8,704 | $228.9K | 0.00% | −726−7.7% | Reduced |
| Orion Portfolio Solutions, LLC | 8,704 | $228.9K | 0.00% | −726−7.7% | Reduced |
| JustInvest LLC | 10,020 | $261.2K | 0.01% | +108+1.1% | Added |
| Regions Financial Corp | 10,082 | $262.8K | 0.00% | −185−1.8% | Reduced |
| Financial Advocates Investment Management | 10,248 | $267.2K | 0.02% | −2,953−22.4% | Reduced |
| Harbour Capital Advisors, LLC | 10,700 | $267.5K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,263 | $267.6K | 0.00% | +10,263 | New |
| Yousif Capital Management, LLC | 10,617 | $276.8K | 0.00% | +95+0.9% | Added |
| Credit Agricole S A | 10,626 | $277.0K | 0.01% | −240−2.2% | Reduced |
| Marks Group Wealth Management, Inc | 11,079 | $288.8K | 0.03% | −372−3.2% | Reduced |
| XTX Topco Ltd | 11,123 | $290.0K | 0.06% | +11,123 | New |
| OneAscent Wealth Management LLC | 11,330 | $295.0K | 0.12% | −627−5.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,350 | $295.9K | 0.00% | −3,299−22.5% | Reduced |
| Outlook Wealth Advisors, LLC | 11,438 | $298.2K | 0.10% | +11,438 | New |
| Axq Capital, LP | 11,600 | $302.4K | 0.08% | −24,400−67.8% | Reduced |
| Panagora Asset Management Inc | 11,680 | $304.5K | 0.00% | +11,680 | New |
| Creative Planning | 12,135 | $316.4K | 0.00% | +12,135 | New |
| Deltec Asset Management LLC | 12,500 | $325.9K | 0.07% | −1,500−10.7% | Reduced |
| Baader Bank INC | 12,500 | $325.9K | 0.03% | −57−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 12,637 | $329.4K | 0.01% | −7,471−37.2% | Reduced |