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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 132,977 | $3.41M | 0.22% | +132,977 | New |
| Alliancebernstein L.P. | 129,891 | $3.33M | 0.00% | −108,822−45.6% | Reduced |
| State of New Jersey Common Pension Fund D | 126,381 | $3.24M | 0.01% | +126,381 | New |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $3.04M | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 115,206 | $2.96M | 0.06% | −15,547−11.9% | Reduced |
| SG Americas Securities, LLC | 112,861 | $2.90M | 0.01% | +112,861 | New |
| PDT Partners, LLC | 112,224 | $2.88M | 0.27% | −100.0% | Reduced |
| Old Well Partners, LLC | 109,900 | $2.82M | 2.51% | +30,500+38.4% | Added |
| Engineers Gate Manager LP | 107,005 | $2.75M | 0.07% | +29,786+38.6% | Added |
| Aquatic Capital Management LLC | 102,500 | $2.63M | 0.09% | +102,500 | New |
| Investidor Profissional Gestao de Recursos Ltda. | 98,515 | $2.53M | 1.87% | +98,515 | New |
| Seven Eight Capital, LP | 97,724 | $2.51M | 0.26% | −220,818−69.3% | Reduced |
| Deutsche Bank AG | 92,687 | $2.38M | 0.00% | +23,641+34.2% | Added |
| Entropy Technologies, LP | 80,866 | $2.08M | 0.22% | −846−1.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 78,939 | $2.03M | 0.53% | +78,939 | New |
| Bayesian Capital Management, LP | 78,900 | $2.02M | 0.19% | +78,900 | New |
| Advisor Group Holdings, Inc. | 78,181 | $2.01M | 0.00% | −15,445−16.5% | Reduced |
| Oppenheimer Asset Management Inc. | 77,206 | $1.98M | 0.03% | −1,090−1.4% | Reduced |
| Quantbot Technologies LP | 76,795 | $1.97M | 0.11% | −29,956−28.1% | Reduced |
| US Bancorp | 74,055 | $1.90M | 0.00% | −4,658−5.9% | Reduced |
| Capital Fund Management S.A. | 72,857 | $1.87M | 0.02% | −334,269−82.1% | Reduced |
| Polymer Capital Management (HK) LTD | 71,200 | $1.83M | 0.46% | +71,200 | New |
| Point72 Asset Management, L.P. | 68,800 | $1.77M | 0.01% | −19,000−21.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 68,692 | $1.76M | 0.00% | +68,692 | New |
| Franklin Resources Inc | 68,362 | $1.75M | 0.00% | −352,744−83.8% | Reduced |
| Stifel Financial Corp | 63,090 | $1.62M | 0.00% | +5,074+8.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 60,000 | $1.54M | 0.01% | +60,000 | New |
| Cloverfields Capital Group, LP | 57,300 | $1.47M | 0.50% | +544+1.0% | Added |
| Atria Investments LLC | 55,064 | $1.41M | 0.02% | −3,826−6.5% | Reduced |
| Walleye Capital LLC | 52,800 | $1.35M | 0.01% | +52,800 | New |
| Neuberger Berman Group LLC | 52,583 | $1.35M | 0.00% | +7,899+17.7% | Added |
| Brevan Howard Capital Management LP | 48,462 | $1.24M | 0.11% | +24,052+98.5% | Added |
| Fifth Third Bancorp | 47,356 | $1.22M | 0.00% | −607−1.3% | Reduced |
| PEAK6 Investments LLC | 46,381 | $1.19M | 0.06% | +16,107+53.2% | Added |
| CWA Asset Management Group, LLC | 44,896 | $1.15M | 0.07% | +44,896 | New |
| Nebula Research & Development LLC | 44,857 | $1.15M | 0.25% | +44,857 | New |
| Natixis Advisors, L.P. | 43,641 | $1.12M | 0.00% | −142−0.3% | Reduced |
| National Bank of Canada | 48,876 | $1.05M | 0.00% | +48,700+27,670.5% | Added |
| Capital Wealth Planning, LLC | 39,629 | $1.02M | 0.01% | +8,092+25.7% | Added |
| STRS Ohio | 38,050 | $976.0K | 0.00% | −389−1.0% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 37,900 | $972.4K | 0.81% | +37,900 | New |
| VPR Management LLC | 37,068 | $951.2K | 0.26% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 36,648 | $940.4K | 0.27% | +3,179+9.5% | Added |
| Truist Financial Corp | 35,210 | $903.5K | 0.00% | −43,820−55.4% | Reduced |
| CWM Advisors, LLC | 34,750 | $891.7K | 0.09% | +34,750 | New |
| Mariner, LLC | 34,635 | $888.6K | 0.00% | +927+2.8% | Added |
| Teza Capital Management LLC | 33,612 | $862.5K | 0.11% | +33,612 | New |
| Exchange Traded Concepts, LLC | 32,839 | $842.6K | 0.02% | −75,430−69.7% | Reduced |
| California State Teachers Retirement System | 32,748 | $840.3K | 0.00% | −20,884−38.9% | Reduced |
| Davenport & Co LLC | 32,733 | $839.9K | 0.01% | +705+2.2% | Added |
| McKinley Capital Management LLC /Delaware | 32,191 | $826.0K | 0.10% | +566+1.8% | Added |
| Captrust Financial Advisors | 30,824 | $790.9K | 0.00% | −10,376−25.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 30,707 | $787.9K | 0.00% | +30,707 | New |
| Jump Financial, LLC | 30,196 | $774.8K | 0.02% | −29,090−49.1% | Reduced |
| Cetera Investment Advisers | 29,944 | $768.4K | 0.00% | +8,122+37.2% | Added |
| Wells Fargo & Company | 28,556 | $732.8K | 0.00% | −23,595−45.2% | Reduced |
| Keybank National Association | 28,110 | $721.3K | 0.00% | −364−1.3% | Reduced |
| Point72 (DIFC) Ltd | 28,001 | $718.5K | 0.06% | +28,001 | New |
| Principal Financial Group Inc | 27,857 | $714.8K | 0.00% | +5,837+26.5% | Added |
| Toth Financial Advisory Corp | 26,947 | $691.5K | 0.09% | +26,947 | New |
| Legacy Wealth Asset Management, LLC | 26,099 | $669.7K | 0.19% | −2,231−7.9% | Reduced |
| Landscape Capital Management, L.L.C. | 25,558 | $655.8K | 0.06% | +25,558 | New |
| Barclays PLC | 25,206 | $646.8K | 0.00% | −51,360−67.1% | Reduced |
| Tandem Capital Management Corp | 24,281 | $623.0K | 0.35% | −780−3.1% | Reduced |
| Raymond James & Associates | 23,575 | $604.9K | 0.00% | +5,655+31.6% | Added |
| Virtu Financial LLC | 22,756 | $584.0K | 0.04% | +22,756 | New |
| HSBC Holdings PLC | 22,460 | $576.3K | 0.00% | −80,579−78.2% | Reduced |
| AXS Investments LLC | 22,000 | $564.5K | 0.14% | −8,000−26.7% | Reduced |
| Maryland State Retirement & Pension System | 26,251 | $564.3K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 21,852 | $561.0K | 0.01% | +1,677+8.3% | Added |
| Thrivent Financial for Lutherans | 21,669 | $556.0K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 20,775 | $533.0K | 0.14% | +6,975+50.5% | Added |
| Kestra Advisory Services, LLC | 20,584 | $528.2K | 0.00% | +5,153+33.4% | Added |
| Cresset Asset Management, LLC | 19,802 | $508.1K | 0.00% | +3,450+21.1% | Added |
| Private Advisor Group, LLC | 19,737 | $506.5K | 0.00% | +525+2.7% | Added |
| Danske Bank A/S | 19,700 | $505.5K | 0.00% | +19,700 | New |
| Credit Agricole S A | 22,883 | $482.1K | 0.01% | +12,257+115.3% | Added |
| Amalgamated Bank | 18,460 | $474.0K | 0.00% | −53,589−74.4% | Reduced |
| Aigen Investment Management, LP | 18,032 | $462.7K | 0.10% | +18,032 | New |
| Utah Retirement Systems | 17,800 | $456.7K | 0.01% | −100−0.6% | Reduced |
| Harvest Investment Services, LLC | 17,795 | $456.6K | 0.18% | +17,795 | New |
| Mackenzie Financial Corp | 17,788 | $456.4K | 0.00% | −3,573−16.7% | Reduced |
| Ethic Inc. | 17,777 | $456.2K | 0.01% | +4,035+29.4% | Added |
| Custom Index Systems, LLC | 17,470 | $448.3K | 0.25% | −1,555−8.2% | Reduced |
| Pitcairn Co | 17,352 | $445.2K | 0.03% | +335+2.0% | Added |
| Prudential Financial Inc | 16,561 | $425.0K | 0.00% | −1,311−7.3% | Reduced |
| MML Investors Services, LLC | 16,294 | $418.0K | 0.00% | −1,203−6.9% | Reduced |
| Creative Planning | 15,697 | $402.8K | 0.00% | +3,562+29.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,219 | $390.5K | 0.00% | +3,869+34.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,214 | $390.0K | 0.00% | +15,214 | New |
| AQR Capital Management LLC | 15,194 | $389.9K | 0.00% | +7,351+93.7% | Added |
| Kestra Private Wealth Services, LLC | 15,165 | $389.1K | 0.01% | +2,528+20.0% | Added |
| Credit Suisse AG | 15,164 | $389.1K | 0.00% | −132,204−89.7% | Reduced |
| Xponance, Inc. | 14,605 | $374.8K | 0.00% | +106+0.7% | Added |
| Ossiam | 14,399 | $369.5K | 0.01% | −6,838−32.2% | Reduced |
| Graham Capital Management, L.P. | 14,366 | $368.6K | 0.01% | +14,366 | New |
| Storebrand Asset Management AS | 14,359 | $368.5K | 0.00% | −1,056−6.9% | Reduced |
| Axq Capital, LP | 13,900 | $356.7K | 0.09% | +2,300+19.8% | Added |
| Outlook Wealth Advisors, LLC | 13,831 | $354.9K | 0.11% | +2,393+20.9% | Added |
| Cerity Partners LLC | 13,505 | $346.5K | 0.00% | +13,505 | New |