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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 182,898 | $4.77M | 0.00% | −230,126−55.7% | Reduced |
| Alta Park Capital, LP | 184,628 | $4.81M | 0.49% | −1,017,017−84.6% | Reduced |
| Squarepoint Ops LLC | 185,316 | $4.83M | 0.02% | +185,316 | New |
| INCA Investments LLC | 190,545 | $4.97M | 2.20% | −31,154−14.1% | Reduced |
| Citigroup Inc | 199,850 | $5.21M | 0.01% | +138,450+225.5% | Added |
| Qube Research & Technologies Ltd | 200,020 | $5.21M | 0.01% | +200,020 | New |
| Hidden Lake Asset Management LP | 206,730 | $5.39M | 5.84% | −232,400−52.9% | Reduced |
| Perpetual Ltd | 216,685 | $5.65M | 0.06% | +216,685 | New |
| Alliancebernstein L.P. | 238,713 | $6.22M | 0.00% | −90,756−27.5% | Reduced |
| Kapitalo Investimentos Ltda | 245,664 | $6.40M | 1.32% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 249,131 | $6.49M | 0.12% | +78,490+46.0% | Added |
| American Century Companies Inc | 258,708 | $6.74M | 0.00% | +53,461+26.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 427,660 | $7.00M | 0.10% | +427,660 | New |
| Citadel Advisors LLC | 272,752 | $7.11M | 0.01% | −800,310−74.6% | Reduced |
| New York State Common Retirement Fund | 276,283 | $7.20M | 0.01% | −947−0.3% | Reduced |
| Jarislowsky, Fraser Ltd | 282,418 | $7.36M | 0.04% | +9,280+3.4% | Added |
| Voya Investment Management LLC | 287,722 | $7.50M | 0.01% | +236,703+464.0% | Added |
| Treasurer of the State of North Carolina | 287,923 | $7.51M | 0.04% | +30,447+11.8% | Added |
| Acadian Asset Management LLC | 291,156 | $7.58M | 0.03% | +204,120+234.5% | Added |
| Loomis Sayles & Co L P | 302,772 | $7.89M | 0.01% | −95,963−24.1% | Reduced |
| Legal & General Group Plc | 316,398 | $8.25M | 0.00% | +74,473+30.8% | Added |
| Seven Eight Capital, LP | 318,542 | $8.30M | 0.96% | +318,542 | New |
| Crossmark Global Holdings, Inc. | 320,250 | $8.35M | 0.17% | −8,637−2.6% | Reduced |
| Jane Street Group, LLC | 337,303 | $8.79M | 0.01% | −205,266−37.8% | Reduced |
| ExodusPoint Capital Management, LP | 340,993 | $8.89M | 0.11% | +340,993 | New |
| Handelsbanken Fonder AB | 361,229 | $9.42M | 0.05% | −1,877−0.5% | Reduced |
| Rhumbline Advisers | 378,119 | $9.86M | 0.01% | −2,270−0.6% | Reduced |
| Susquehanna International Group, LLP | 394,389 | $10.3M | 0.02% | +227,687+136.6% | Added |
| BTG Pactual Global Asset Management Ltd | 399,296 | $10.4M | 6.21% | +174,475+77.6% | Added |
| First Trust Advisors LP | 402,915 | $10.5M | 0.01% | +27,100+7.2% | Added |
| Capital Fund Management S.A. | 407,126 | $10.6M | 0.14% | +327,035+408.3% | Added |
| Franklin Resources Inc | 421,106 | $10.9M | 0.01% | +226,216+116.1% | Added |
| Norges Bank | 437,139 | $11.4M | 0.00% | −239,083−35.4% | Reduced |
| Charles Schwab Investment Management Inc | 438,549 | $11.4M | 0.00% | +72,987+20.0% | Added |
| Bank of Nova Scotia | 440,652 | $11.5M | 0.02% | +440,652 | New |
| Itau Unibanco Holding S.A. | 451,586 | $11.8M | 0.39% | −58,439−11.5% | Reduced |
| Janney Montgomery Scott LLC | 457,642 | $11.9M | 0.04% | −212,079−31.7% | Reduced |
| Schroder Investment Management Group | 470,769 | $12.3M | 0.02% | +470,769 | New |
| Envestnet Asset Management Inc | 498,611 | $13.0M | 0.01% | −2040.0% | Reduced |
| Russell Investments Group, Ltd. | 501,225 | $13.1M | 0.02% | +190,517+61.3% | Added |
| British Columbia Investment Management Corp | 510,000 | $13.3M | 0.11% | +510,000 | New |
| Cubist Systematic Strategies, LLC | 547,516 | $14.3M | 0.18% | +11,640+2.2% | Added |
| Sagil Capital LLP | 552,000 | $14.4M | 20.42% | +552,000 | New |
| Earnest Partners LLC | 564,683 | $14.7M | 0.07% | −4,002−0.7% | Reduced |
| Axiom Investors LLC | 594,920 | $15.5M | 0.15% | +594,920 | New |
| California Public Employees Retirement System | 616,703 | $16.1M | 0.01% | +118,415+23.8% | Added |
| Sustainable Growth Advisers, LP | 702,538 | $18.3M | 0.08% | +27,108+4.0% | Added |
| JGP Global Gestao de Recursos Ltda. | 713,164 | $18.6M | 18.15% | −413,749−36.7% | Reduced |
| Bessemer Group Inc | 820,185 | $21.4M | 0.04% | −128,895−13.6% | Reduced |
| Northern Trust Corp | 841,874 | $21.9M | 0.00% | +35,066+4.3% | Added |
| Vanguard Group Inc | 868,008 | $22.6M | 0.00% | +262,200+43.3% | Added |
| Millennium Management LLC | 885,622 | $23.1M | 0.02% | −532,849−37.6% | Reduced |
| Goldman Sachs Group Inc | 895,713 | $23.4M | 0.01% | +482,709+116.9% | Added |
| Wealth High Governance Capital Ltda | 900,000 | $23.5M | 10.10% | +900,000 | New |
| Banco BTG Pactual S.A. | 928,203 | $24.5M | 5.55% | +474,742+104.7% | Added |
| Invesco Ltd. | 966,865 | $25.2M | 0.01% | +438,210+82.9% | Added |
| Ameriprise Financial Inc | 984,562 | $25.7M | 0.01% | +960,164+3,935.4% | Added |
| Bank of America Corp | 997,324 | $26.0M | 0.00% | +299,574+42.9% | Added |
| SEI Investments Co | 1,009,365 | $26.3M | 0.04% | +321,006+46.6% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 1,065,137 | $27.8M | 15.33% | −378,438−26.2% | Reduced |
| Verde Servicos Internacionais S.A. | 1,232,082 | $32.1M | 12.84% | +1,232,082 | New |
| Compass Group LLC | 1,239,325 | $32.3M | 12.81% | +641,237+107.2% | Added |
| HRT Financial LP | 1,262,184 | $32.9M | 0.24% | +1,262,184 | New |
| Renaissance Technologies LLC | 1,264,465 | $33.0M | 0.05% | +1,123,990+800.1% | Added |
| Wellington Management Group LLP | 1,270,908 | $33.1M | 0.01% | −15,482−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,278,765 | $33.3M | 0.02% | −462,407−26.6% | Reduced |
| Jennison Associates LLC | 1,478,071 | $38.5M | 0.03% | −150,418−9.2% | Reduced |
| Man Group plc | 1,518,764 | $39.6M | 0.11% | – | – |
| Carrhae Capital LLP | 1,661,511 | $43.3M | 8.56% | +1,661,511 | New |
| Nordea Investment Management AB | 1,765,035 | $46.2M | 0.06% | −211,446−10.7% | Reduced |
| Geode Capital Management, LLC | 1,861,467 | $48.5M | 0.01% | −23,781−1.3% | Reduced |
| Sharp Capital Gestora de Recursos Ltda. | 1,950,447 | $50.8M | 26.08% | −1,540,156−44.1% | Reduced |
| Voloridge Investment Management, LLC | 1,990,553 | $51.9M | 0.20% | +483,526+32.1% | Added |
| Truxt Investmentos Ltda. | 2,129,817 | $55.5M | 20.21% | −2,740,552−56.3% | Reduced |
| Nuveen Asset Management, LLC | 2,386,001 | $62.2M | 0.02% | +742,236+45.2% | Added |
| Two Sigma Advisers, LP | 2,414,228 | $62.9M | 0.15% | +1,828,900+312.5% | Added |
| Morgan Stanley | 2,454,567 | $64.0M | 0.01% | +573,339+30.5% | Added |
| Bamco Inc | 2,547,325 | $66.4M | 0.18% | +500,566+24.5% | Added |
| Alkeon Capital Management LLC | 2,614,733 | $68.2M | 0.45% | −2,884−0.1% | Reduced |
| Marshall Wace, LLP | 2,618,143 | $68.3M | 0.13% | +1,092,695+71.6% | Added |
| Ninety One UK Ltd | 2,797,008 | $72.9M | 0.22% | −133,480−4.6% | Reduced |
| Fisher Asset Management, LLC | 2,844,255 | $74.1M | 0.04% | +2,429,169+585.2% | Added |
| Constellation Investimentos e Participacoes Ltda | 3,270,009 | $85.2M | 30.07% | +3,270,009 | New |
| Seafarer Capital Partners, LLC | 3,455,000 | $90.1M | 24.34% | +50,000+1.5% | Added |
| D. E. Shaw & Co., Inc. | 3,529,440 | $92.0M | 0.13% | +2,033,401+135.9% | Added |
| Arrowstreet Capital, Limited Partnership | 3,653,799 | $95.3M | 0.10% | +3,248,223+800.9% | Added |
| State Street Corp | 3,706,658 | $96.6M | 0.00% | +156,061+4.4% | Added |
| Two Sigma Investments, LP | 4,445,716 | $115.9M | 0.28% | +2,850,140+178.6% | Added |
| Price T Rowe Associates Inc | 4,929,877 | $128.5M | 0.02% | +293,160+6.3% | Added |
| Bank of New York Mellon Corp | 5,214,477 | $135.9M | 0.03% | −592,561−10.2% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 7,126,997 | $185.8M | 21.33% | −419,000−5.6% | Reduced |
| Canada Pension Plan Investment Board | 8,113,827 | $211.5M | 0.27% | +3,008,809+58.9% | Added |
| Squadra Investments - Gestao de Recursos Ltda. | 9,018,875 | $235.1M | 48.60% | +2,087,205+30.1% | Added |
| Sands Capital Management, LLC | 10,783,113 | $281.1M | 0.85% | −234,894−2.1% | Reduced |
| Harding Loevner LP | 13,115,121 | $339.4M | 1.90% | +732,614+5.9% | Added |
| Capital World Investors | 15,480,556 | $403.6M | 0.07% | −1,791,117−10.4% | Reduced |
| BlackRock Inc. | 18,090,310 | $471.6M | 0.01% | +3,514,562+24.1% | Added |
| Mawer Investment Management Ltd. | 18,160,036 | $473.4M | 2.42% | −79,407−0.4% | Reduced |
| FMR LLC | 23,722,787 | $618.5M | 0.05% | +2,189,469+10.2% | Added |
| General Atlantic LLC | 29,617,733 | $772.1M | 11.08% | 00.0% | Unchanged |