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