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, Q1 2024
Institutional positions in XP Inc. as of Mar 31, 2024. 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
- 299
- −1 vs. Q4 2023
- Shares held
- 317.0M
- +24.9M (+8.5%) vs. Q4 2023
- Total value
- $8.13B
- +$520.9M (+6.8%) vs. Q4 2023
- New holders
- 45
- 108 more added
- Sold out
- 46
- 109 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 29,685,045 | $761.7M | 0.44% | −543,800−1.8% | Reduced |
| General Atlantic LLC | 29,617,733 | $760.0M | 17.65% | 00.0% | Unchanged |
| Capital World Investors | 27,234,509 | $698.8M | 0.12% | +11,753,953+75.9% | Added |
| FMR LLC | 23,486,604 | $602.7M | 0.04% | −236,183−1.0% | Reduced |
| Mawer Investment Management Ltd. | 18,720,083 | $480.4M | 2.23% | +560,047+3.1% | Added |
| BlackRock Inc. | 13,810,166 | $354.4M | 0.01% | −4,280,144−23.7% | Reduced |
| Harding Loevner LP | 12,451,862 | $319.5M | 1.97% | −663,259−5.1% | Reduced |
| Squadra Investments - Gestao de Recursos Ltda. | 10,496,675 | $269.3M | 51.80% | +1,477,800+16.4% | Added |
| Sands Capital Management, LLC | 9,705,411 | $249.0M | 0.70% | −1,077,702−10.0% | Reduced |
| Canada Pension Plan Investment Board | 8,338,862 | $214.0M | 0.22% | +225,035+2.8% | Added |
| Schroder Investment Management Group | 6,814,374 | $174.9M | 0.21% | +6,343,605+1,347.5% | Added |
| Jane Street Group, LLC | 6,169,742 | $158.3M | 0.20% | +5,832,439+1,729.1% | Added |
| Arrowstreet Capital, Limited Partnership | 5,371,674 | $137.8M | 0.13% | +1,717,875+47.0% | Added |
| Bank of New York Mellon Corp | 5,074,329 | $130.2M | 0.03% | −140,148−2.7% | Reduced |
| Vanguard Group Inc | 5,051,477 | $129.6M | 0.00% | +4,183,469+482.0% | Added |
| Wellington Management Group LLP | 4,710,504 | $120.9M | 0.02% | +3,439,596+270.6% | Added |
| Price T Rowe Associates Inc | 4,635,683 | $119.0M | 0.01% | −294,194−6.0% | Reduced |
| Morgan Stanley | 4,236,789 | $108.7M | 0.01% | +1,782,222+72.6% | Added |
| State Street Corp | 3,731,941 | $95.8M | 0.00% | +25,283+0.7% | Added |
| Seafarer Capital Partners, LLC | 3,455,000 | $88.7M | 25.92% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,343,807 | $85.8M | 0.14% | +725,664+27.7% | Added |
| Voloridge Investment Management, LLC | 3,308,413 | $84.9M | 0.31% | +1,317,860+66.2% | Added |
| Bamco Inc | 3,228,598 | $82.8M | 0.22% | +681,273+26.7% | Added |
| Jennison Associates LLC | 3,113,154 | $79.9M | 0.05% | +1,635,083+110.6% | Added |
| D. E. Shaw & Co., Inc. | 3,051,491 | $78.3M | 0.10% | −477,949−13.5% | Reduced |
| Fisher Asset Management, LLC | 2,890,078 | $74.2M | 0.03% | +45,823+1.6% | Added |
| Two Sigma Investments, LP | 2,759,826 | $70.8M | 0.17% | −1,685,890−37.9% | Reduced |
| Ninety One UK Ltd | 2,694,082 | $69.1M | 0.19% | −102,926−3.7% | Reduced |
| Alkeon Capital Management LLC | 2,614,733 | $67.1M | 0.37% | 00.0% | Unchanged |
| Truxt Investmentos Ltda. | 2,337,432 | $60.0M | 23.04% | +207,615+9.7% | Added |
| Nuveen Asset Management, LLC | 2,286,342 | $58.7M | 0.02% | −99,659−4.2% | Reduced |
| Millennium Management LLC | 2,153,197 | $55.3M | 0.05% | +1,267,575+143.1% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 2,142,183 | $55.0M | 22.46% | +191,736+9.8% | Added |
| Constellation Investimentos e Participacoes Ltda | 2,126,159 | $54.6M | 22.55% | −1,143,850−35.0% | Reduced |
| Two Sigma Advisers, LP | 2,012,928 | $51.7M | 0.12% | −401,300−16.6% | Reduced |
| Susquehanna International Group, LLP | 1,982,072 | $50.9M | 0.08% | +1,587,683+402.6% | Added |
| Geode Capital Management, LLC | 1,933,532 | $49.6M | 0.00% | +72,065+3.9% | Added |
| Qube Research & Technologies Ltd | 1,731,701 | $44.4M | 0.08% | +1,531,681+765.8% | Added |
| Goldman Sachs Group Inc | 1,677,358 | $43.0M | 0.01% | +781,645+87.3% | Added |
| Nordea Investment Management AB | 1,373,664 | $35.6M | 0.04% | −391,371−22.2% | Reduced |
| Man Group plc | 1,173,243 | $30.1M | 0.08% | −345,521−22.8% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,165,000 | $29.9M | 19.23% | +451,836+63.4% | Added |
| Verde Servicos Internacionais S.A. | 1,137,423 | $29.2M | 10.86% | −94,659−7.7% | Reduced |
| Manufacturers Life Insurance Company, The | 1,130,552 | $29.0M | 0.03% | −148,213−11.6% | Reduced |
| Sustainable Growth Advisers, LP | 1,119,809 | $28.7M | 0.12% | +417,271+59.4% | Added |
| Itau Unibanco Holding S.A. | 1,148,700 | $28.4M | 1.22% | +697,114+154.4% | Added |
| Cubist Systematic Strategies, LLC | 1,055,918 | $27.1M | 0.31% | +508,402+92.9% | Added |
| Ameriprise Financial Inc | 1,015,234 | $26.0M | 0.01% | +30,672+3.1% | Added |
| Carrhae Capital LLP | 995,857 | $25.6M | 5.00% | −665,654−40.1% | Reduced |
| SEI Investments Co | 990,563 | $25.4M | 0.04% | −18,802−1.9% | Reduced |
| Bank of America Corp | 916,638 | $23.5M | 0.00% | −80,686−8.1% | Reduced |
| Compass Group LLC | 845,451 | $21.7M | 9.38% | −393,874−31.8% | Reduced |
| Northern Trust Corp | 825,682 | $21.2M | 0.00% | −16,192−1.9% | Reduced |
| Banco BTG Pactual S.A. | 781,976 | $20.1M | 6.25% | −146,227−15.8% | Reduced |
| Alta Park Capital, LP | 743,926 | $19.1M | 2.07% | +559,298+302.9% | Added |
| Renaissance Technologies LLC | 722,800 | $18.5M | 0.03% | −541,665−42.8% | Reduced |
| Axiom Investors LLC | 722,550 | $18.5M | 0.17% | +127,630+21.5% | Added |
| Norges Bank | 690,894 | $17.7M | 0.00% | +253,755+58.0% | Added |
| HRT Financial LP | 635,213 | $16.3M | 0.10% | −626,971−49.7% | Reduced |
| California Public Employees Retirement System | 606,088 | $15.6M | 0.01% | −10,615−1.7% | Reduced |
| Voya Investment Management LLC | 591,942 | $15.2M | 0.01% | +304,220+105.7% | Added |
| Earnest Partners LLC | 551,675 | $14.2M | 0.06% | −13,008−2.3% | Reduced |
| Envestnet Asset Management Inc | 519,081 | $13.3M | 0.00% | +20,470+4.1% | Added |
| American Century Companies Inc | 517,429 | $13.3M | 0.01% | +258,721+100.0% | Added |
| British Columbia Investment Management Corp | 510,000 | $13.1M | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 493,953 | $12.7M | 0.04% | +36,311+7.9% | Added |
| Bank of Nova Scotia | 468,152 | $12.0M | 0.02% | +27,500+6.2% | Added |
| First Trust Advisors LP | 467,166 | $12.0M | 0.01% | +64,251+15.9% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 415,311 | $10.7M | 5.00% | −649,826−61.0% | Reduced |
| Charles Schwab Investment Management Inc | 392,678 | $10.1M | 0.00% | −45,871−10.5% | Reduced |
| Russell Investments Group, Ltd. | 383,683 | $9.84M | 0.02% | −117,542−23.5% | Reduced |
| UBS Asset Management Americas Inc | 383,344 | $9.84M | 0.00% | +200,446+109.6% | Added |
| Handelsbanken Fonder AB | 373,117 | $9.57M | 0.04% | +11,888+3.3% | Added |
| Crossmark Global Holdings, Inc. | 358,921 | $9.21M | 0.18% | +38,671+12.1% | Added |
| Rhumbline Advisers | 327,749 | $8.41M | 0.01% | −50,370−13.3% | Reduced |
| Legal & General Group Plc | 320,385 | $8.22M | 0.00% | +3,987+1.3% | Added |
| Squarepoint Ops LLC | 311,368 | $7.99M | 0.03% | +126,052+68.0% | Added |
| Jarislowsky, Fraser Ltd | 285,128 | $7.32M | 0.04% | +2,710+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 269,584 | $6.92M | 0.05% | +236,584+716.9% | Added |
| Perpetual Ltd | 254,813 | $6.54M | 0.06% | +38,128+17.6% | Added |
| Robeco Institutional Asset Management B.V. | 249,196 | $6.39M | 0.01% | +88,145+54.7% | Added |
| Citadel Advisors LLC | 247,520 | $6.35M | 0.01% | −25,232−9.3% | Reduced |
| Treasurer of the State of North Carolina | 245,660 | $6.30M | 0.03% | −42,263−14.7% | Reduced |
| New York State Common Retirement Fund | 239,372 | $6.14M | 0.01% | −36,911−13.4% | Reduced |
| INCA Investments LLC | 236,988 | $6.08M | 2.62% | +46,443+24.4% | Added |
| UBS Group AG | 236,611 | $6.07M | 0.00% | +159,805+208.1% | Added |
| Invesco Ltd. | 228,726 | $5.87M | 0.00% | −738,139−76.3% | Reduced |
| Kapitalo Investimentos Ltda | 225,664 | $5.79M | 1.28% | −20,000−8.1% | Reduced |
| JPMorgan Chase & Co | 211,316 | $5.42M | 0.00% | +190,152+898.5% | Added |
| BTG Pactual Global Asset Management Ltd | 200,364 | $5.14M | 1.64% | −198,932−49.8% | Reduced |
| Verition Fund Management LLC | 198,864 | $5.10M | 0.05% | +179,172+909.9% | Added |
| Loomis Sayles & Co L P | 190,167 | $4.88M | 0.01% | −112,605−37.2% | Reduced |
| Citigroup Inc | 187,581 | $4.81M | 0.01% | −12,269−6.1% | Reduced |
| LMR Partners LLP | 174,000 | $4.46M | 0.11% | +174,000 | New |
| Penserra Capital Management LLC | 172,511 | $4.42M | 0.06% | −76,620−30.8% | Reduced |
| Grandeur Peak Global Advisors, LLC | 158,446 | $4.07M | 0.32% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 156,398 | $4.01M | 0.01% | −134,758−46.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 153,234 | $3.93M | 0.30% | +69,317+82.6% | Added |
| Royal Bank of Canada | 149,006 | $3.82M | 0.00% | +32,885+28.3% | Added |
| Bank of Montreal | 141,366 | $3.63M | 0.00% | +104,082+279.2% | Added |