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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 13,831 | $354.9K | 0.11% | +2,393+20.9% | Added |
| Axq Capital, LP | 13,900 | $356.7K | 0.09% | +2,300+19.8% | Added |
| Storebrand Asset Management AS | 14,359 | $368.5K | 0.00% | −1,056−6.9% | Reduced |
| Graham Capital Management, L.P. | 14,366 | $368.6K | 0.01% | +14,366 | New |
| Ossiam | 14,399 | $369.5K | 0.01% | −6,838−32.2% | Reduced |
| Xponance, Inc. | 14,605 | $374.8K | 0.00% | +106+0.7% | Added |
| Credit Suisse AG | 15,164 | $389.1K | 0.00% | −132,204−89.7% | Reduced |
| Kestra Private Wealth Services, LLC | 15,165 | $389.1K | 0.01% | +2,528+20.0% | Added |
| AQR Capital Management LLC | 15,194 | $389.9K | 0.00% | +7,351+93.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,214 | $390.0K | 0.00% | +15,214 | New |
| Raymond James Financial Services Advisors, Inc. | 15,219 | $390.5K | 0.00% | +3,869+34.1% | Added |
| Creative Planning | 15,697 | $402.8K | 0.00% | +3,562+29.4% | Added |
| MML Investors Services, LLC | 16,294 | $418.0K | 0.00% | −1,203−6.9% | Reduced |
| Prudential Financial Inc | 16,561 | $425.0K | 0.00% | −1,311−7.3% | Reduced |
| Pitcairn Co | 17,352 | $445.2K | 0.03% | +335+2.0% | Added |
| Custom Index Systems, LLC | 17,470 | $448.3K | 0.25% | −1,555−8.2% | Reduced |
| Ethic Inc. | 17,777 | $456.2K | 0.01% | +4,035+29.4% | Added |
| Mackenzie Financial Corp | 17,788 | $456.4K | 0.00% | −3,573−16.7% | Reduced |
| Harvest Investment Services, LLC | 17,795 | $456.6K | 0.18% | +17,795 | New |
| Utah Retirement Systems | 17,800 | $456.7K | 0.01% | −100−0.6% | Reduced |
| Aigen Investment Management, LP | 18,032 | $462.7K | 0.10% | +18,032 | New |
| Amalgamated Bank | 18,460 | $474.0K | 0.00% | −53,589−74.4% | Reduced |
| Credit Agricole S A | 22,883 | $482.1K | 0.01% | +12,257+115.3% | Added |
| Danske Bank A/S | 19,700 | $505.5K | 0.00% | +19,700 | New |
| Private Advisor Group, LLC | 19,737 | $506.5K | 0.00% | +525+2.7% | Added |
| Cresset Asset Management, LLC | 19,802 | $508.1K | 0.00% | +3,450+21.1% | Added |
| Kestra Advisory Services, LLC | 20,584 | $528.2K | 0.00% | +5,153+33.4% | Added |
| Morse Asset Management, Inc | 20,775 | $533.0K | 0.14% | +6,975+50.5% | Added |
| Thrivent Financial for Lutherans | 21,669 | $556.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 21,852 | $561.0K | 0.01% | +1,677+8.3% | Added |
| Maryland State Retirement & Pension System | 26,251 | $564.3K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 22,000 | $564.5K | 0.14% | −8,000−26.7% | Reduced |
| HSBC Holdings PLC | 22,460 | $576.3K | 0.00% | −80,579−78.2% | Reduced |
| Virtu Financial LLC | 22,756 | $584.0K | 0.04% | +22,756 | New |
| Raymond James & Associates | 23,575 | $604.9K | 0.00% | +5,655+31.6% | Added |
| Tandem Capital Management Corp | 24,281 | $623.0K | 0.35% | −780−3.1% | Reduced |
| Barclays PLC | 25,206 | $646.8K | 0.00% | −51,360−67.1% | Reduced |
| Landscape Capital Management, L.L.C. | 25,558 | $655.8K | 0.06% | +25,558 | New |
| Legacy Wealth Asset Management, LLC | 26,099 | $669.7K | 0.19% | −2,231−7.9% | Reduced |
| Toth Financial Advisory Corp | 26,947 | $691.5K | 0.09% | +26,947 | New |
| Principal Financial Group Inc | 27,857 | $714.8K | 0.00% | +5,837+26.5% | Added |
| Point72 (DIFC) Ltd | 28,001 | $718.5K | 0.06% | +28,001 | New |
| Keybank National Association | 28,110 | $721.3K | 0.00% | −364−1.3% | Reduced |
| Wells Fargo & Company | 28,556 | $732.8K | 0.00% | −23,595−45.2% | Reduced |
| Cetera Investment Advisers | 29,944 | $768.4K | 0.00% | +8,122+37.2% | Added |
| Jump Financial, LLC | 30,196 | $774.8K | 0.02% | −29,090−49.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 30,707 | $787.9K | 0.00% | +30,707 | New |
| Captrust Financial Advisors | 30,824 | $790.9K | 0.00% | −10,376−25.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 32,191 | $826.0K | 0.10% | +566+1.8% | Added |
| Davenport & Co LLC | 32,733 | $839.9K | 0.01% | +705+2.2% | Added |
| California State Teachers Retirement System | 32,748 | $840.3K | 0.00% | −20,884−38.9% | Reduced |
| Exchange Traded Concepts, LLC | 32,839 | $842.6K | 0.02% | −75,430−69.7% | Reduced |
| Teza Capital Management LLC | 33,612 | $862.5K | 0.11% | +33,612 | New |
| Mariner, LLC | 34,635 | $888.6K | 0.00% | +927+2.8% | Added |
| CWM Advisors, LLC | 34,750 | $891.7K | 0.09% | +34,750 | New |
| Truist Financial Corp | 35,210 | $903.5K | 0.00% | −43,820−55.4% | Reduced |
| Marshall Financial Group LLC | 36,648 | $940.4K | 0.27% | +3,179+9.5% | Added |
| VPR Management LLC | 37,068 | $951.2K | 0.26% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 37,900 | $972.4K | 0.81% | +37,900 | New |
| STRS Ohio | 38,050 | $976.0K | 0.00% | −389−1.0% | Reduced |
| Capital Wealth Planning, LLC | 39,629 | $1.02M | 0.01% | +8,092+25.7% | Added |
| National Bank of Canada | 48,876 | $1.05M | 0.00% | +48,700+27,670.5% | Added |
| Natixis Advisors, L.P. | 43,641 | $1.12M | 0.00% | −142−0.3% | Reduced |
| Nebula Research & Development LLC | 44,857 | $1.15M | 0.25% | +44,857 | New |
| CWA Asset Management Group, LLC | 44,896 | $1.15M | 0.07% | +44,896 | New |
| PEAK6 Investments LLC | 46,381 | $1.19M | 0.06% | +16,107+53.2% | Added |
| Fifth Third Bancorp | 47,356 | $1.22M | 0.00% | −607−1.3% | Reduced |
| Brevan Howard Capital Management LP | 48,462 | $1.24M | 0.11% | +24,052+98.5% | Added |
| Neuberger Berman Group LLC | 52,583 | $1.35M | 0.00% | +7,899+17.7% | Added |
| Walleye Capital LLC | 52,800 | $1.35M | 0.01% | +52,800 | New |
| Atria Investments LLC | 55,064 | $1.41M | 0.02% | −3,826−6.5% | Reduced |
| Cloverfields Capital Group, LP | 57,300 | $1.47M | 0.50% | +544+1.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 60,000 | $1.54M | 0.01% | +60,000 | New |
| Stifel Financial Corp | 63,090 | $1.62M | 0.00% | +5,074+8.7% | Added |
| Franklin Resources Inc | 68,362 | $1.75M | 0.00% | −352,744−83.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 68,692 | $1.76M | 0.00% | +68,692 | New |
| Point72 Asset Management, L.P. | 68,800 | $1.77M | 0.01% | −19,000−21.6% | Reduced |
| Polymer Capital Management (HK) LTD | 71,200 | $1.83M | 0.46% | +71,200 | New |
| Capital Fund Management S.A. | 72,857 | $1.87M | 0.02% | −334,269−82.1% | Reduced |
| US Bancorp | 74,055 | $1.90M | 0.00% | −4,658−5.9% | Reduced |
| Quantbot Technologies LP | 76,795 | $1.97M | 0.11% | −29,956−28.1% | Reduced |
| Oppenheimer Asset Management Inc. | 77,206 | $1.98M | 0.03% | −1,090−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 78,181 | $2.01M | 0.00% | −15,445−16.5% | Reduced |
| Bayesian Capital Management, LP | 78,900 | $2.02M | 0.19% | +78,900 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 78,939 | $2.03M | 0.53% | +78,939 | New |
| Entropy Technologies, LP | 80,866 | $2.08M | 0.22% | −846−1.0% | Reduced |
| Deutsche Bank AG | 92,687 | $2.38M | 0.00% | +23,641+34.2% | Added |
| Seven Eight Capital, LP | 97,724 | $2.51M | 0.26% | −220,818−69.3% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 98,515 | $2.53M | 1.87% | +98,515 | New |
| Aquatic Capital Management LLC | 102,500 | $2.63M | 0.09% | +102,500 | New |
| Engineers Gate Manager LP | 107,005 | $2.75M | 0.07% | +29,786+38.6% | Added |
| Old Well Partners, LLC | 109,900 | $2.82M | 2.51% | +30,500+38.4% | Added |
| PDT Partners, LLC | 112,224 | $2.88M | 0.27% | −100.0% | Reduced |
| SG Americas Securities, LLC | 112,861 | $2.90M | 0.01% | +112,861 | New |
| Trexquant Investment LP | 115,206 | $2.96M | 0.06% | −15,547−11.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $3.04M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 126,381 | $3.24M | 0.01% | +126,381 | New |
| Alliancebernstein L.P. | 129,891 | $3.33M | 0.00% | −108,822−45.6% | Reduced |
| Meritage Portfolio Management | 132,977 | $3.41M | 0.22% | +132,977 | New |
| Bank of Montreal | 141,366 | $3.63M | 0.00% | +104,082+279.2% | Added |