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 |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $7 | 0.00% | −2−100.0% | Reduced |
| CGC Financial Services, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $77 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4 | $103 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6 | $154 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $180 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $257 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12 | $307 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $462 | 0.00% | −70−79.5% | Reduced |
| Massmutual Trust Co FSB | 29 | $744 | 0.00% | +8+38.1% | Added |
| Sachetta, LLC | 31 | $809 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 37 | $926 | 0.00% | −15−28.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $979 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 51 | $1.31K | 0.00% | +51 | New |
| Operose Advisors LLC | 61 | $1.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 69 | $1.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 73 | $1.87K | 0.00% | −129−63.9% | Reduced |
| RFP Financial Group LLC | 73 | $1.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $2.39K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 96 | $2.46K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 103 | $2.64K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 104 | $2.67K | 0.00% | +104 | New |
| Activest Wealth Management | 105 | $2.71K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 120 | $3.08K | 0.00% | +120 | New |
| Allworth Financial LP | 145 | $3.72K | 0.00% | +11+8.2% | Added |
| CWM, LLC | 148 | $4.00K | 0.00% | +40+37.0% | Added |
| Washington Trust Advisors, Inc. | 168 | $4.31K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 169 | $4.34K | 0.00% | −84−33.2% | Reduced |
| Clearstead Advisors, LLC | 234 | $5.10K | 0.00% | −84−26.4% | Reduced |
| Investors Research Corp | 204 | $5.24K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 205 | $5.26K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 325 | $8.00K | 0.00% | −13−3.8% | Reduced |
| FinTrust Capital Advisors, LLC | 332 | $8.52K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 338 | $9.00K | 0.00% | −819,847−100.0% | Reduced |
| Pin Oak Investment Advisors Inc | 349 | $9.00K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 368 | $9.28K | 0.00% | +368 | New |
| Proequities, Inc. | 368 | $9.44K | 0.00% | −45−10.9% | Reduced |
| Toronto Dominion Bank | 432 | $11.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 440 | $11.3K | 0.00% | +440 | New |
| GAMMA Investing LLC | 463 | $11.9K | 0.00% | +272+142.4% | Added |
| Hilltop National Bank | 547 | $14.0K | 0.00% | +547 | New |
| Pinnacle Bancorp, Inc. | 592 | $15.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 622 | $16.0K | 0.00% | +622 | New |
| Mather Group, LLC. | 909 | $23.7K | 0.00% | +909 | New |
| Quarry LP | 934 | $24.0K | 0.01% | −270−22.4% | Reduced |
| GWM Advisors LLC | 1,017 | $26.1K | 0.00% | −52−4.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,021 | $26.2K | 0.00% | −5,467−84.3% | Reduced |
| Nomura Asset Management Co Ltd | 1,050 | $26.9K | 0.00% | −450−30.0% | Reduced |
| Lindbrook Capital, LLC | 1,069 | $27.4K | 0.00% | −5−0.5% | Reduced |
| Smartleaf Asset Management LLC | 1,129 | $28.8K | 0.01% | +313+38.4% | Added |
| Parallel Advisors, LLC | 1,125 | $28.9K | 0.00% | +476+73.3% | Added |
| Amundi | 1,398 | $29.5K | 0.00% | −57,539−97.6% | Reduced |
| State of Wyoming | 1,300 | $33.4K | 0.01% | +1,300 | New |
| Umb Bank N A | 1,331 | $34.2K | 0.00% | +110+9.0% | Added |
| First Horizon Advisors, Inc. | 1,352 | $34.7K | 0.00% | +16+1.2% | Added |
| EntryPoint Capital, LLC | 1,453 | $37.3K | 0.03% | −1,223−45.7% | Reduced |
| Atlas Capital Advisors LLC | 1,609 | $41.3K | 0.01% | −5,408−77.1% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $47.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,500 | $51.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,194 | $56.3K | 0.01% | +39+1.8% | Added |
| Principal Securities, Inc. | 2,527 | $64.8K | 0.00% | +134+5.6% | Added |
| Covestor Ltd | 2,800 | $72.0K | 0.05% | +1,908+213.9% | Added |
| American International Group, Inc. | 2,886 | $74.1K | 0.00% | −2−0.1% | Reduced |
| TD Private Client Wealth LLC | 3,884 | $99.7K | 0.00% | +223+6.1% | Added |
| The PNC Financial Services Group, Inc. | 6,433 | $165.1K | 0.00% | −170−2.6% | Reduced |
| 1832 Asset Management L.P. | 6,780 | $174.0K | 0.00% | +830+13.9% | Added |
| Signaturefd, LLC | 6,990 | $179.4K | 0.00% | +770+12.4% | Added |
| MetLife Investment Management | 7,406 | $190.0K | 0.00% | +19+0.3% | Added |
| Federated Hermes, Inc. | 7,715 | $198.0K | 0.00% | −21,930−74.0% | Reduced |
| Quadrant Capital Group LLC | 7,767 | $199.3K | 0.02% | +2,695+53.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,813 | $200.5K | 0.00% | +7,813 | New |
| LPL Financial LLC | 7,934 | $203.6K | 0.00% | −454−5.4% | Reduced |
| Petrus Trust Company, LTA | 8,247 | $211.6K | 0.02% | +8,247 | New |
| Brinker Capital Investments, LLC | 8,825 | $226.4K | 0.00% | +121+1.4% | Added |
| Orion Portfolio Solutions, LLC | 8,825 | $226.4K | 0.00% | +121+1.4% | Added |
| One Wealth Advisors, LLC | 9,107 | $233.7K | 0.04% | +9,107 | New |
| JustInvest LLC | 9,338 | $239.6K | 0.01% | −682−6.8% | Reduced |
| Dynasty Wealth Management, LLC | 9,507 | $244.0K | 0.01% | +9,507 | New |
| CAPROCK Group, Inc. | 9,618 | $246.8K | 0.01% | +1,009+11.7% | Added |
| Panagora Asset Management Inc | 9,620 | $246.8K | 0.00% | −2,060−17.6% | Reduced |
| L2 Asset Management, LLC | 9,628 | $247.1K | 0.08% | +9,628 | New |
| O'Shaughnessy Asset Management, LLC | 9,888 | $253.7K | 0.00% | +1,378+16.2% | Added |
| IHT Wealth Management, LLC | 10,057 | $258.1K | 0.01% | +10,057 | New |
| Numerai GP LLC | 10,065 | $258.3K | 0.11% | −97,914−90.7% | Reduced |
| Harbour Capital Advisors, LLC | 10,450 | $262.4K | 0.06% | −250−2.3% | Reduced |
| Financial Advocates Investment Management | 10,243 | $262.8K | 0.02% | −50.0% | Reduced |
| Marks Group Wealth Management, Inc | 10,490 | $269.2K | 0.03% | −589−5.3% | Reduced |
| OneAscent Wealth Management LLC | 10,642 | $273.0K | 0.10% | −688−6.1% | Reduced |
| State of Wisconsin Investment Board | 10,800 | $277.1K | 0.00% | +10,800 | New |
| Regions Financial Corp | 10,944 | $280.8K | 0.00% | +862+8.5% | Added |
| Yousif Capital Management, LLC | 10,955 | $281.1K | 0.00% | +338+3.2% | Added |
| Gsa Capital Partners LLP | 11,751 | $302.0K | 0.02% | −33,932−74.3% | Reduced |
| OneAscent Financial Services LLC | 12,055 | $309.0K | 0.03% | −1,413−10.5% | Reduced |
| Baader Bank INC | 12,500 | $320.8K | 0.03% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 12,800 | $328.4K | 0.31% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 12,881 | $330.5K | 0.00% | +12,881 | New |
| Stratos Wealth Partners, LTD. | 13,057 | $335.0K | 0.01% | +2,794+27.2% | Added |
| Synovus Financial Corp | 13,212 | $339.0K | 0.00% | −583−4.2% | Reduced |
| Cerity Partners LLC | 13,505 | $346.5K | 0.00% | +13,505 | New |