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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 149,006 | $3.82M | 0.00% | +32,885+28.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 153,234 | $3.93M | 0.30% | +69,317+82.6% | Added |
| Acadian Asset Management LLC | 156,398 | $4.01M | 0.01% | −134,758−46.3% | Reduced |
| Grandeur Peak Global Advisors, LLC | 158,446 | $4.07M | 0.32% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 172,511 | $4.42M | 0.06% | −76,620−30.8% | Reduced |
| LMR Partners LLP | 174,000 | $4.46M | 0.11% | +174,000 | New |
| Citigroup Inc | 187,581 | $4.81M | 0.01% | −12,269−6.1% | Reduced |
| Loomis Sayles & Co L P | 190,167 | $4.88M | 0.01% | −112,605−37.2% | Reduced |
| Verition Fund Management LLC | 198,864 | $5.10M | 0.05% | +179,172+909.9% | Added |
| BTG Pactual Global Asset Management Ltd | 200,364 | $5.14M | 1.64% | −198,932−49.8% | Reduced |
| JPMorgan Chase & Co | 211,316 | $5.42M | 0.00% | +190,152+898.5% | Added |
| Kapitalo Investimentos Ltda | 225,664 | $5.79M | 1.28% | −20,000−8.1% | Reduced |
| Invesco Ltd. | 228,726 | $5.87M | 0.00% | −738,139−76.3% | Reduced |
| UBS Group AG | 236,611 | $6.07M | 0.00% | +159,805+208.1% | Added |
| INCA Investments LLC | 236,988 | $6.08M | 2.62% | +46,443+24.4% | Added |
| New York State Common Retirement Fund | 239,372 | $6.14M | 0.01% | −36,911−13.4% | Reduced |
| Treasurer of the State of North Carolina | 245,660 | $6.30M | 0.03% | −42,263−14.7% | Reduced |
| Citadel Advisors LLC | 247,520 | $6.35M | 0.01% | −25,232−9.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 249,196 | $6.39M | 0.01% | +88,145+54.7% | Added |
| Perpetual Ltd | 254,813 | $6.54M | 0.06% | +38,128+17.6% | Added |
| Schonfeld Strategic Advisors LLC | 269,584 | $6.92M | 0.05% | +236,584+716.9% | Added |
| Jarislowsky, Fraser Ltd | 285,128 | $7.32M | 0.04% | +2,710+1.0% | Added |
| Squarepoint Ops LLC | 311,368 | $7.99M | 0.03% | +126,052+68.0% | Added |
| Legal & General Group Plc | 320,385 | $8.22M | 0.00% | +3,987+1.3% | Added |
| Rhumbline Advisers | 327,749 | $8.41M | 0.01% | −50,370−13.3% | Reduced |
| Crossmark Global Holdings, Inc. | 358,921 | $9.21M | 0.18% | +38,671+12.1% | Added |
| Handelsbanken Fonder AB | 373,117 | $9.57M | 0.04% | +11,888+3.3% | Added |
| UBS Asset Management Americas Inc | 383,344 | $9.84M | 0.00% | +200,446+109.6% | Added |
| Russell Investments Group, Ltd. | 383,683 | $9.84M | 0.02% | −117,542−23.5% | Reduced |
| Charles Schwab Investment Management Inc | 392,678 | $10.1M | 0.00% | −45,871−10.5% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 415,311 | $10.7M | 5.00% | −649,826−61.0% | Reduced |
| First Trust Advisors LP | 467,166 | $12.0M | 0.01% | +64,251+15.9% | Added |
| Bank of Nova Scotia | 468,152 | $12.0M | 0.02% | +27,500+6.2% | Added |
| Janney Montgomery Scott LLC | 493,953 | $12.7M | 0.04% | +36,311+7.9% | Added |
| British Columbia Investment Management Corp | 510,000 | $13.1M | 0.09% | 00.0% | Unchanged |
| American Century Companies Inc | 517,429 | $13.3M | 0.01% | +258,721+100.0% | Added |
| Envestnet Asset Management Inc | 519,081 | $13.3M | 0.00% | +20,470+4.1% | Added |
| Earnest Partners LLC | 551,675 | $14.2M | 0.06% | −13,008−2.3% | Reduced |
| Voya Investment Management LLC | 591,942 | $15.2M | 0.01% | +304,220+105.7% | Added |
| California Public Employees Retirement System | 606,088 | $15.6M | 0.01% | −10,615−1.7% | Reduced |
| HRT Financial LP | 635,213 | $16.3M | 0.10% | −626,971−49.7% | Reduced |
| Norges Bank | 690,894 | $17.7M | 0.00% | +253,755+58.0% | Added |
| Axiom Investors LLC | 722,550 | $18.5M | 0.17% | +127,630+21.5% | Added |
| Renaissance Technologies LLC | 722,800 | $18.5M | 0.03% | −541,665−42.8% | Reduced |
| Alta Park Capital, LP | 743,926 | $19.1M | 2.07% | +559,298+302.9% | Added |
| Banco BTG Pactual S.A. | 781,976 | $20.1M | 6.25% | −146,227−15.8% | Reduced |
| Northern Trust Corp | 825,682 | $21.2M | 0.00% | −16,192−1.9% | Reduced |
| Compass Group LLC | 845,451 | $21.7M | 9.38% | −393,874−31.8% | Reduced |
| Bank of America Corp | 916,638 | $23.5M | 0.00% | −80,686−8.1% | Reduced |
| SEI Investments Co | 990,563 | $25.4M | 0.04% | −18,802−1.9% | Reduced |
| Carrhae Capital LLP | 995,857 | $25.6M | 5.00% | −665,654−40.1% | Reduced |
| Ameriprise Financial Inc | 1,015,234 | $26.0M | 0.01% | +30,672+3.1% | Added |
| Cubist Systematic Strategies, LLC | 1,055,918 | $27.1M | 0.31% | +508,402+92.9% | Added |
| Itau Unibanco Holding S.A. | 1,148,700 | $28.4M | 1.22% | +697,114+154.4% | Added |
| Sustainable Growth Advisers, LP | 1,119,809 | $28.7M | 0.12% | +417,271+59.4% | Added |
| Manufacturers Life Insurance Company, The | 1,130,552 | $29.0M | 0.03% | −148,213−11.6% | Reduced |
| Verde Servicos Internacionais S.A. | 1,137,423 | $29.2M | 10.86% | −94,659−7.7% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,165,000 | $29.9M | 19.23% | +451,836+63.4% | Added |
| Man Group plc | 1,173,243 | $30.1M | 0.08% | −345,521−22.8% | Reduced |
| Nordea Investment Management AB | 1,373,664 | $35.6M | 0.04% | −391,371−22.2% | Reduced |
| Goldman Sachs Group Inc | 1,677,358 | $43.0M | 0.01% | +781,645+87.3% | Added |
| Qube Research & Technologies Ltd | 1,731,701 | $44.4M | 0.08% | +1,531,681+765.8% | Added |
| Geode Capital Management, LLC | 1,933,532 | $49.6M | 0.00% | +72,065+3.9% | Added |
| Susquehanna International Group, LLP | 1,982,072 | $50.9M | 0.08% | +1,587,683+402.6% | Added |
| Two Sigma Advisers, LP | 2,012,928 | $51.7M | 0.12% | −401,300−16.6% | Reduced |
| Constellation Investimentos e Participacoes Ltda | 2,126,159 | $54.6M | 22.55% | −1,143,850−35.0% | Reduced |
| Sharp Capital Gestora de Recursos Ltda. | 2,142,183 | $55.0M | 22.46% | +191,736+9.8% | Added |
| Millennium Management LLC | 2,153,197 | $55.3M | 0.05% | +1,267,575+143.1% | Added |
| Nuveen Asset Management, LLC | 2,286,342 | $58.7M | 0.02% | −99,659−4.2% | Reduced |
| Truxt Investmentos Ltda. | 2,337,432 | $60.0M | 23.04% | +207,615+9.7% | Added |
| Alkeon Capital Management LLC | 2,614,733 | $67.1M | 0.37% | 00.0% | Unchanged |
| Ninety One UK Ltd | 2,694,082 | $69.1M | 0.19% | −102,926−3.7% | Reduced |
| Two Sigma Investments, LP | 2,759,826 | $70.8M | 0.17% | −1,685,890−37.9% | Reduced |
| Fisher Asset Management, LLC | 2,890,078 | $74.2M | 0.03% | +45,823+1.6% | Added |
| D. E. Shaw & Co., Inc. | 3,051,491 | $78.3M | 0.10% | −477,949−13.5% | Reduced |
| Jennison Associates LLC | 3,113,154 | $79.9M | 0.05% | +1,635,083+110.6% | Added |
| Bamco Inc | 3,228,598 | $82.8M | 0.22% | +681,273+26.7% | Added |
| Voloridge Investment Management, LLC | 3,308,413 | $84.9M | 0.31% | +1,317,860+66.2% | Added |
| Marshall Wace, LLP | 3,343,807 | $85.8M | 0.14% | +725,664+27.7% | Added |
| Seafarer Capital Partners, LLC | 3,455,000 | $88.7M | 25.92% | 00.0% | Unchanged |
| State Street Corp | 3,731,941 | $95.8M | 0.00% | +25,283+0.7% | Added |
| Morgan Stanley | 4,236,789 | $108.7M | 0.01% | +1,782,222+72.6% | Added |
| Price T Rowe Associates Inc | 4,635,683 | $119.0M | 0.01% | −294,194−6.0% | Reduced |
| Wellington Management Group LLP | 4,710,504 | $120.9M | 0.02% | +3,439,596+270.6% | Added |
| Vanguard Group Inc | 5,051,477 | $129.6M | 0.00% | +4,183,469+482.0% | Added |
| Bank of New York Mellon Corp | 5,074,329 | $130.2M | 0.03% | −140,148−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,371,674 | $137.8M | 0.13% | +1,717,875+47.0% | Added |
| Jane Street Group, LLC | 6,169,742 | $158.3M | 0.20% | +5,832,439+1,729.1% | Added |
| Schroder Investment Management Group | 6,814,374 | $174.9M | 0.21% | +6,343,605+1,347.5% | Added |
| Canada Pension Plan Investment Board | 8,338,862 | $214.0M | 0.22% | +225,035+2.8% | Added |
| Sands Capital Management, LLC | 9,705,411 | $249.0M | 0.70% | −1,077,702−10.0% | Reduced |
| Squadra Investments - Gestao de Recursos Ltda. | 10,496,675 | $269.3M | 51.80% | +1,477,800+16.4% | Added |
| Harding Loevner LP | 12,451,862 | $319.5M | 1.97% | −663,259−5.1% | Reduced |
| BlackRock Inc. | 13,810,166 | $354.4M | 0.01% | −4,280,144−23.7% | Reduced |
| Mawer Investment Management Ltd. | 18,720,083 | $480.4M | 2.23% | +560,047+3.1% | Added |
| FMR LLC | 23,486,604 | $602.7M | 0.04% | −236,183−1.0% | Reduced |
| Capital World Investors | 27,234,509 | $698.8M | 0.12% | +11,753,953+75.9% | Added |
| General Atlantic LLC | 29,617,733 | $760.0M | 17.65% | 00.0% | Unchanged |
| Dodge & Cox | 29,685,045 | $761.7M | 0.44% | −543,800−1.8% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −7,126,997−100.0% | Sold out |