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 |
|---|---|---|---|---|---|
| Yorktown Management & Research Co Inc | 12,800 | $333.7K | 0.35% | +12,800 | New |
| OneAscent Financial Services LLC | 13,468 | $351.0K | 0.04% | +1,799+15.4% | Added |
| Ethic Inc. | 13,742 | $358.3K | 0.01% | +2,531+22.6% | Added |
| Synovus Financial Corp | 13,795 | $359.6K | 0.01% | −13,846−50.1% | Reduced |
| Morse Asset Management, Inc | 13,800 | $360.0K | 0.11% | +13,800 | New |
| Xponance, Inc. | 14,499 | $378.0K | 0.00% | −79−0.5% | Reduced |
| Balyasny Asset Management LLC | 14,722 | $383.8K | 0.00% | +14,722 | New |
| Storebrand Asset Management AS | 15,415 | $401.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,431 | $402.3K | 0.00% | −1,025−6.2% | Reduced |
| Turim 21 Investimentos Ltda. | 15,916 | $414.9K | 0.13% | +15,916 | New |
| Cresset Asset Management, LLC | 16,352 | $426.3K | 0.00% | −1,834−10.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,608 | $433.0K | 0.05% | +16,608 | New |
| Pitcairn Co | 17,017 | $443.6K | 0.03% | +4,143+32.2% | Added |
| Simplex Trading, LLC | 17,217 | $448.0K | 0.01% | +17,217 | New |
| MML Investors Services, LLC | 17,497 | $456.0K | 0.00% | −22−0.1% | Reduced |
| Prudential Financial Inc | 17,872 | $465.9K | 0.00% | +399+2.3% | Added |
| Utah Retirement Systems | 17,900 | $466.7K | 0.01% | −200−1.1% | Reduced |
| Raymond James & Associates | 17,920 | $467.2K | 0.00% | −3,210−15.2% | Reduced |
| Cutler Group LP | 18,366 | $478.0K | 0.07% | +14,689+399.5% | Added |
| Custom Index Systems, LLC | 19,025 | $496.0K | 0.31% | +19,025 | New |
| Private Advisor Group, LLC | 19,212 | $500.9K | 0.00% | +140+0.7% | Added |
| Verition Fund Management LLC | 19,692 | $513.4K | 0.01% | +19,692 | New |
| Capital CS Group, LLC | 19,760 | $515.1K | 0.57% | +19,760 | New |
| Park Avenue Securities LLC | 20,175 | $526.0K | 0.01% | +1,272+6.7% | Added |
| Centiva Capital, LP | 20,704 | $539.8K | 0.03% | −22,442−52.0% | Reduced |
| Qsemble Capital Management, LP | 20,731 | $540.5K | 0.14% | +1,831+9.7% | Added |
| JPMorgan Chase & Co | 21,164 | $551.7K | 0.00% | −31,891−60.1% | Reduced |
| Ossiam | 21,237 | $553.6K | 0.01% | +2,439+13.0% | Added |
| Mackenzie Financial Corp | 21,361 | $556.9K | 0.00% | +1,062+5.2% | Added |
| Thrivent Financial for Lutherans | 21,669 | $565.0K | 0.00% | +21,669 | New |
| Cetera Investment Advisers | 21,822 | $568.9K | 0.00% | +3,536+19.3% | Added |
| Candriam Luxembourg S.C.A. | 22,000 | $573.6K | 0.00% | −1,234,344−98.2% | Reduced |
| Principal Financial Group Inc | 22,020 | $574.1K | 0.00% | −10,689−32.7% | Reduced |
| Sequoia Financial Advisors, LLC | 22,089 | $575.9K | 0.01% | +22,089 | New |
| Two Sigma Securities, LLC | 22,347 | $582.6K | 0.03% | +11,205+100.6% | Added |
| Brevan Howard Capital Management LP | 24,410 | $636.4K | 0.06% | +24,410 | New |
| Tandem Capital Management Corp | 25,061 | $653.3K | 0.41% | −60−0.2% | Reduced |
| Maryland State Retirement & Pension System | 26,251 | $684.4K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 27,036 | $704.8K | 0.20% | +4,967+22.5% | Added |
| Legacy Wealth Asset Management, LLC | 28,330 | $738.6K | 0.24% | −847−2.9% | Reduced |
| Keybank National Association | 28,474 | $742.3K | 0.00% | −343−1.2% | Reduced |
| Federated Hermes, Inc. | 29,645 | $772.8K | 0.00% | −40,755−57.9% | Reduced |
| AXS Investments LLC | 30,000 | $782.1K | 0.19% | +30,000 | New |
| PEAK6 Investments LLC | 30,274 | $789.2K | 0.03% | +3,725+14.0% | Added |
| CenterBook Partners LP | 30,413 | $792.9K | 0.10% | +30,413 | New |
| Capital Wealth Planning, LLC | 31,537 | $822.2K | 0.01% | +31,537 | New |
| GTS Securities LLC | 31,565 | $822.9K | 0.02% | +31,565 | New |
| McKinley Capital Management LLC /Delaware | 31,625 | $824.5K | 0.11% | +31,625 | New |
| Davenport & Co LLC | 32,028 | $835.0K | 0.01% | −1,410−4.2% | Reduced |
| Tudor Investment Corp Et Al | 32,165 | $838.5K | 0.01% | +825+2.6% | Added |
| Schonfeld Strategic Advisors LLC | 33,000 | $860.3K | 0.01% | +33,000 | New |
| Marshall Financial Group LLC | 33,469 | $872.5K | 0.28% | −17,279−34.0% | Reduced |
| Mariner, LLC | 33,708 | $879.2K | 0.00% | −3,178−8.6% | Reduced |
| Group One Trading, L.P. | 33,856 | $882.6K | 0.03% | +33,856 | New |
| Assenagon Asset Management S.A. | 36,987 | $964.3K | 0.00% | +36,987 | New |
| VPR Management LLC | 37,068 | $966.4K | 0.25% | +13,000+54.0% | Added |
| STRS Ohio | 38,439 | $1.00M | 0.00% | +3,029+8.6% | Added |
| Bank of Montreal | 37,284 | $1.00M | 0.00% | −1,891−4.8% | Reduced |
| Captrust Financial Advisors | 41,200 | $1.07M | 0.00% | +7,357+21.7% | Added |
| Natixis Advisors, L.P. | 43,783 | $1.14M | 0.00% | −1,577−3.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 44,000 | $1.15M | 0.00% | +44,000 | New |
| Neuberger Berman Group LLC | 44,684 | $1.16M | 0.00% | +4,810+12.1% | Added |
| AnglePoint Asset Management Ltd | 45,600 | $1.19M | 1.50% | +45,600 | New |
| Gsa Capital Partners LLP | 45,683 | $1.19M | 0.10% | +13,267+40.9% | Added |
| Fifth Third Bancorp | 47,963 | $1.25M | 0.01% | −1,685−3.4% | Reduced |
| Point72 Middle East FZE | 51,504 | $1.34M | 0.09% | +51,504 | New |
| Wells Fargo & Company | 52,151 | $1.36M | 0.00% | +28,649+121.9% | Added |
| California State Teachers Retirement System | 53,632 | $1.40M | 0.00% | −20,336−27.5% | Reduced |
| Amundi | 58,937 | $1.47M | 0.00% | +57,842+5,282.4% | Added |
| Cloverfields Capital Group, LP | 56,756 | $1.48M | 0.58% | +112+0.2% | Added |
| Stifel Financial Corp | 58,016 | $1.51M | 0.00% | +17,481+43.1% | Added |
| Atria Investments LLC | 58,890 | $1.54M | 0.02% | −1,178−2.0% | Reduced |
| Jump Financial, LLC | 59,286 | $1.55M | 0.05% | +45,389+326.6% | Added |
| Deutsche Bank AG | 69,046 | $1.80M | 0.00% | −3,738−5.1% | Reduced |
| Nisa Investment Advisors, LLC | 69,133 | $1.80M | 0.01% | +4,281+6.6% | Added |
| Amalgamated Bank | 72,049 | $1.88M | 0.01% | +17,157+31.3% | Added |
| Barclays PLC | 76,566 | $2.00M | 0.00% | +31,409+69.6% | Added |
| UBS Group AG | 76,806 | $2.00M | 0.00% | −132,638−63.3% | Reduced |
| Engineers Gate Manager LP | 77,219 | $2.01M | 0.06% | −112,211−59.2% | Reduced |
| Oppenheimer Asset Management Inc. | 78,296 | $2.04M | 0.03% | −3,204−3.9% | Reduced |
| US Bancorp | 78,713 | $2.05M | 0.00% | −3,116−3.8% | Reduced |
| Truist Financial Corp | 79,030 | $2.06M | 0.00% | −30,047−27.5% | Reduced |
| Old Well Partners, LLC | 79,400 | $2.07M | 1.93% | −42,400−34.8% | Reduced |
| Entropy Technologies, LP | 81,712 | $2.13M | 0.39% | +81,712 | New |
| Y-Intercept (Hong Kong) Ltd | 83,917 | $2.19M | 0.20% | +83,917 | New |
| Point72 Asset Management, L.P. | 87,800 | $2.29M | 0.01% | +56,000+176.1% | Added |
| Advisor Group Holdings, Inc. | 93,626 | $2.44M | 0.00% | −7,745−7.6% | Reduced |
| HSBC Holdings PLC | 103,039 | $2.70M | 0.00% | +86,182+511.3% | Added |
| Quantbot Technologies LP | 106,751 | $2.78M | 0.16% | +90,809+569.6% | Added |
| Numerai GP LLC | 107,979 | $2.82M | 1.00% | −75,013−41.0% | Reduced |
| Exchange Traded Concepts, LLC | 108,269 | $2.82M | 0.08% | +78,947+269.2% | Added |
| PDT Partners, LLC | 112,234 | $2.93M | 0.32% | −84,178−42.9% | Reduced |
| Royal Bank of Canada | 116,121 | $3.03M | 0.00% | −9,856−7.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $3.15M | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 130,753 | $3.41M | 0.08% | −142,869−52.2% | Reduced |
| Discovery Capital Management, LLC | 135,100 | $3.52M | 0.53% | +135,100 | New |
| Credit Suisse AG | 147,368 | $3.84M | 0.00% | +35,818+32.1% | Added |
| State Board of Administration of Florida Retirement System | 153,800 | $4.01M | 0.01% | +58,110+60.7% | Added |
| Grandeur Peak Global Advisors, LLC | 158,446 | $4.13M | 0.29% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 161,051 | $4.20M | 0.01% | +135,665+534.4% | Added |