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