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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 13,212 | $339.0K | 0.00% | −583−4.2% | Reduced |
| Stratos Wealth Partners, LTD. | 13,057 | $335.0K | 0.01% | +2,794+27.2% | Added |
| Guggenheim Capital LLC | 12,881 | $330.5K | 0.00% | +12,881 | New |
| Yorktown Management & Research Co Inc | 12,800 | $328.4K | 0.31% | 00.0% | Unchanged |
| Baader Bank INC | 12,500 | $320.8K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 12,055 | $309.0K | 0.03% | −1,413−10.5% | Reduced |
| Gsa Capital Partners LLP | 11,751 | $302.0K | 0.02% | −33,932−74.3% | Reduced |
| Yousif Capital Management, LLC | 10,955 | $281.1K | 0.00% | +338+3.2% | Added |
| Regions Financial Corp | 10,944 | $280.8K | 0.00% | +862+8.5% | Added |
| State of Wisconsin Investment Board | 10,800 | $277.1K | 0.00% | +10,800 | New |
| OneAscent Wealth Management LLC | 10,642 | $273.0K | 0.10% | −688−6.1% | Reduced |
| Marks Group Wealth Management, Inc | 10,490 | $269.2K | 0.03% | −589−5.3% | Reduced |
| Financial Advocates Investment Management | 10,243 | $262.8K | 0.02% | −50.0% | Reduced |
| Harbour Capital Advisors, LLC | 10,450 | $262.4K | 0.06% | −250−2.3% | Reduced |
| Numerai GP LLC | 10,065 | $258.3K | 0.11% | −97,914−90.7% | Reduced |
| IHT Wealth Management, LLC | 10,057 | $258.1K | 0.01% | +10,057 | New |
| O'Shaughnessy Asset Management, LLC | 9,888 | $253.7K | 0.00% | +1,378+16.2% | Added |
| L2 Asset Management, LLC | 9,628 | $247.1K | 0.08% | +9,628 | New |
| Panagora Asset Management Inc | 9,620 | $246.8K | 0.00% | −2,060−17.6% | Reduced |
| CAPROCK Group, Inc. | 9,618 | $246.8K | 0.01% | +1,009+11.7% | Added |
| Dynasty Wealth Management, LLC | 9,507 | $244.0K | 0.01% | +9,507 | New |
| JustInvest LLC | 9,338 | $239.6K | 0.01% | −682−6.8% | Reduced |
| One Wealth Advisors, LLC | 9,107 | $233.7K | 0.04% | +9,107 | 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 |
| Petrus Trust Company, LTA | 8,247 | $211.6K | 0.02% | +8,247 | New |
| LPL Financial LLC | 7,934 | $203.6K | 0.00% | −454−5.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,813 | $200.5K | 0.00% | +7,813 | New |
| Quadrant Capital Group LLC | 7,767 | $199.3K | 0.02% | +2,695+53.1% | Added |
| Federated Hermes, Inc. | 7,715 | $198.0K | 0.00% | −21,930−74.0% | Reduced |
| MetLife Investment Management | 7,406 | $190.0K | 0.00% | +19+0.3% | Added |
| Signaturefd, LLC | 6,990 | $179.4K | 0.00% | +770+12.4% | Added |
| 1832 Asset Management L.P. | 6,780 | $174.0K | 0.00% | +830+13.9% | Added |
| The PNC Financial Services Group, Inc. | 6,433 | $165.1K | 0.00% | −170−2.6% | Reduced |
| TD Private Client Wealth LLC | 3,884 | $99.7K | 0.00% | +223+6.1% | Added |
| American International Group, Inc. | 2,886 | $74.1K | 0.00% | −2−0.1% | Reduced |
| Covestor Ltd | 2,800 | $72.0K | 0.05% | +1,908+213.9% | Added |
| Principal Securities, Inc. | 2,527 | $64.8K | 0.00% | +134+5.6% | Added |
| Grove Bank & Trust | 2,194 | $56.3K | 0.01% | +39+1.8% | Added |
| EverSource Wealth Advisors, LLC | 2,500 | $51.2K | 0.00% | 00.0% | Unchanged |
| Provida Pension Fund Administrator | 1,858 | $47.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,609 | $41.3K | 0.01% | −5,408−77.1% | Reduced |
| EntryPoint Capital, LLC | 1,453 | $37.3K | 0.03% | −1,223−45.7% | Reduced |
| First Horizon Advisors, Inc. | 1,352 | $34.7K | 0.00% | +16+1.2% | Added |
| Umb Bank N A | 1,331 | $34.2K | 0.00% | +110+9.0% | Added |
| State of Wyoming | 1,300 | $33.4K | 0.01% | +1,300 | New |
| Amundi | 1,398 | $29.5K | 0.00% | −57,539−97.6% | Reduced |
| Parallel Advisors, LLC | 1,125 | $28.9K | 0.00% | +476+73.3% | Added |
| Smartleaf Asset Management LLC | 1,129 | $28.8K | 0.01% | +313+38.4% | Added |
| Lindbrook Capital, LLC | 1,069 | $27.4K | 0.00% | −5−0.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,050 | $26.9K | 0.00% | −450−30.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,021 | $26.2K | 0.00% | −5,467−84.3% | Reduced |
| GWM Advisors LLC | 1,017 | $26.1K | 0.00% | −52−4.9% | Reduced |
| Quarry LP | 934 | $24.0K | 0.01% | −270−22.4% | Reduced |
| Mather Group, LLC. | 909 | $23.7K | 0.00% | +909 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 622 | $16.0K | 0.00% | +622 | New |
| Pinnacle Bancorp, Inc. | 592 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 547 | $14.0K | 0.00% | +547 | New |
| GAMMA Investing LLC | 463 | $11.9K | 0.00% | +272+142.4% | Added |
| Leonteq Securities AG | 440 | $11.3K | 0.00% | +440 | New |
| Toronto Dominion Bank | 432 | $11.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 368 | $9.44K | 0.00% | −45−10.9% | Reduced |
| CIBC Private Wealth Group, LLC | 368 | $9.28K | 0.00% | +368 | New |
| 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 |
| FinTrust Capital Advisors, LLC | 332 | $8.52K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 325 | $8.00K | 0.00% | −13−3.8% | Reduced |
| Johnson Financial Group, Inc. | 205 | $5.26K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 204 | $5.24K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 234 | $5.10K | 0.00% | −84−26.4% | Reduced |
| Huntington National Bank | 169 | $4.34K | 0.00% | −84−33.2% | Reduced |
| Washington Trust Advisors, Inc. | 168 | $4.31K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 148 | $4.00K | 0.00% | +40+37.0% | Added |
| Allworth Financial LP | 145 | $3.72K | 0.00% | +11+8.2% | Added |
| Rakuten Securities, Inc. | 120 | $3.08K | 0.00% | +120 | New |
| Activest Wealth Management | 105 | $2.71K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 104 | $2.67K | 0.00% | +104 | New |
| Park Place Capital Corp | 103 | $2.64K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 96 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $2.39K | 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 |
| Red Tortoise LLC | 69 | $1.77K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 61 | $1.56K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 51 | $1.31K | 0.00% | +51 | New |
| IFP Advisors, Inc | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $979 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 37 | $926 | 0.00% | −15−28.8% | Reduced |
| Sachetta, LLC | 31 | $809 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $744 | 0.00% | +8+38.1% | Added |
| JFS Wealth Advisors, LLC | 18 | $462 | 0.00% | −70−79.5% | Reduced |
| Whittier Trust Co | 12 | $307 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $257 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $180 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6 | $154 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4 | $103 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $77 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $7 | 0.00% | −2−100.0% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −7,126,997−100.0% | Sold out |