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 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −11,883,130−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −5,075,082−100.0% | Sold out |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −1,875,592−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −913,004−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −750,339−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −661,507−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −603,500−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −150,776−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −145,509−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −126,637−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −83,619−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −70,019−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −56,390−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −48,124−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −33,099−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −28,379−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −27,900−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −23,146−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −19,499−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −12,237−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −11,340−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,467−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,467−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −9,608−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,548−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,211−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |