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, Q2 2024
Institutional positions in XP Inc. as of Jun 30, 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
- 265
- −31 vs. Q1 2024
- Shares held
- 310.9M
- −5.84M (−1.8%) vs. Q1 2024
- Total value
- $5.47B
- −$2.65B (−32.7%) vs. Q1 2024
- New holders
- 40
- 103 more added
- Sold out
- 71
- 93 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 34,352,845 | $604.3M | 0.36% | +4,667,800+15.7% | Added |
| General Atlantic LLC | 29,617,733 | $521.0M | 16.38% | 00.0% | Unchanged |
| Capital World Investors | 28,746,893 | $505.7M | 0.08% | +1,512,384+5.6% | Added |
| Mawer Investment Management Ltd. | 19,522,017 | $343.4M | 1.63% | +801,934+4.3% | Added |
| BlackRock Inc. | 17,905,766 | $315.0M | 0.01% | +4,095,600+29.7% | Added |
| FMR LLC | 16,461,221 | $289.6M | 0.02% | −7,025,383−29.9% | Reduced |
| Harding Loevner LP | 14,162,007 | $249.1M | 1.37% | +1,710,145+13.7% | Added |
| Squadra Investments - Gestao de Recursos Ltda. | 12,303,365 | $216.4M | 53.16% | +1,806,690+17.2% | Added |
| Sands Capital Management, LLC | 8,955,234 | $157.5M | 0.46% | −750,177−7.7% | Reduced |
| Canada Pension Plan Investment Board | 8,188,862 | $144.0M | 0.14% | −150,000−1.8% | Reduced |
| Vanguard Group Inc | 6,673,592 | $117.4M | 0.00% | +1,622,115+32.1% | Added |
| Schroder Investment Management Group | 6,603,680 | $116.2M | 0.13% | −210,694−3.1% | Reduced |
| Millennium Management LLC | 6,315,457 | $111.1M | 0.09% | +4,162,260+193.3% | Added |
| Arrowstreet Capital, Limited Partnership | 5,378,290 | $94.6M | 0.08% | +6,616+0.1% | Added |
| Wellington Management Group LLP | 4,391,967 | $77.3M | 0.01% | −318,537−6.8% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 4,369,850 | $76.9M | 10.77% | +4,369,850 | New |
| Norges Bank | 4,320,938 | $76.0M | 0.01% | +3,630,044+525.4% | Added |
| State Street Corp | 4,234,776 | $74.5M | 0.00% | +502,835+13.5% | Added |
| Bank of New York Mellon Corp | 4,125,652 | $72.6M | 0.01% | −948,677−18.7% | Reduced |
| Jane Street Group, LLC | 3,913,349 | $68.8M | 0.07% | −2,256,393−36.6% | Reduced |
| Marshall Wace, LLP | 3,775,923 | $66.4M | 0.09% | +432,116+12.9% | Added |
| Seafarer Capital Partners, LLC | 3,455,000 | $60.8M | 20.74% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,070,854 | $54.0M | 0.08% | +19,363+0.6% | Added |
| Morgan Stanley | 3,021,428 | $53.1M | 0.00% | −1,215,361−28.7% | Reduced |
| Fisher Asset Management, LLC | 2,711,011 | $47.7M | 0.02% | −179,067−6.2% | Reduced |
| Alkeon Capital Management LLC | 2,614,733 | $46.0M | 0.24% | 00.0% | Unchanged |
| Ninety One UK Ltd | 2,562,670 | $45.1M | 0.12% | −131,412−4.9% | Reduced |
| Bank of Montreal | 2,228,957 | $42.8M | 0.02% | +2,087,591+1,476.7% | Added |
| Geode Capital Management, LLC | 2,398,635 | $42.2M | 0.00% | +465,103+24.1% | Added |
| Nuveen Asset Management, LLC | 2,331,801 | $41.0M | 0.01% | +45,459+2.0% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 2,256,875 | $39.7M | 20.96% | +114,692+5.4% | Added |
| Voloridge Investment Management, LLC | 2,006,741 | $35.3M | 0.13% | −1,301,672−39.3% | Reduced |
| Bamco Inc | 1,982,505 | $34.9M | 0.10% | −1,246,093−38.6% | Reduced |
| Bank of America Corp | 1,976,330 | $34.8M | 0.00% | +1,059,692+115.6% | Added |
| Susquehanna International Group, LLP | 1,702,307 | $29.9M | 0.05% | −279,765−14.1% | Reduced |
| Nordea Investment Management AB | 1,470,710 | $25.8M | 0.03% | +97,046+7.1% | Added |
| Invesco Ltd. | 1,427,344 | $25.1M | 0.01% | +1,198,618+524.0% | Added |
| INCA Investments LLC | 1,319,150 | $23.2M | 9.81% | +1,082,162+456.6% | Added |
| Qube Research & Technologies Ltd | 1,289,376 | $22.7M | 0.04% | −442,325−25.5% | Reduced |
| Sustainable Growth Advisers, LP | 1,255,743 | $22.1M | 0.10% | +135,934+12.1% | Added |
| Ameriprise Financial Inc | 1,196,520 | $21.0M | 0.01% | +181,286+17.9% | Added |
| Man Group plc | 1,015,741 | $17.9M | 0.05% | −157,502−13.4% | Reduced |
| Truxt Investmentos Ltda. | 1,009,715 | $17.8M | 11.30% | −1,327,717−56.8% | Reduced |
| Armor Advisors, L.L.C. | 905,080 | $15.9M | 12.61% | +905,080 | New |
| Absoluto Partners Gestao de Recursos Ltda | 869,453 | $15.3M | 8.11% | +454,142+109.3% | Added |
| Northern Trust Corp | 824,877 | $14.5M | 0.00% | −805−0.1% | Reduced |
| Jennison Associates LLC | 821,991 | $14.5M | 0.01% | −2,291,163−73.6% | Reduced |
| Goldman Sachs Group Inc | 788,660 | $13.9M | 0.00% | −888,698−53.0% | Reduced |
| California Public Employees Retirement System | 705,662 | $12.4M | 0.01% | +99,574+16.4% | Added |
| SEI Investments Co | 633,843 | $11.1M | 0.02% | −356,720−36.0% | Reduced |
| Squarepoint Ops LLC | 629,049 | $11.1M | 0.04% | +317,681+102.0% | Added |
| Banco BTG Pactual S.A. | 613,433 | $10.7M | 2.73% | −168,543−21.6% | Reduced |
| Janney Montgomery Scott LLC | 598,370 | $10.5M | 0.03% | +104,417+21.1% | Added |
| Earnest Partners LLC | 543,212 | $9.56M | 0.04% | −8,463−1.5% | Reduced |
| Two Sigma Advisers, LP | 513,428 | $9.03M | 0.02% | −1,499,500−74.5% | Reduced |
| Envestnet Asset Management Inc | 499,544 | $8.79M | 0.00% | −19,537−3.8% | Reduced |
| Cubist Systematic Strategies, LLC | 491,962 | $8.65M | 0.15% | −563,956−53.4% | Reduced |
| HRT Financial LP | 424,713 | $7.47M | 0.04% | −210,500−33.1% | Reduced |
| Handelsbanken Fonder AB | 394,766 | $6.94M | 0.03% | +21,649+5.8% | Added |
| Verition Fund Management LLC | 387,335 | $6.81M | 0.05% | +188,471+94.8% | Added |
| Rhumbline Advisers | 356,882 | $6.28M | 0.01% | +29,133+8.9% | Added |
| UBS Asset Management Americas Inc | 350,704 | $6.17M | 0.00% | −32,640−8.5% | Reduced |
| Bank of Nova Scotia | 350,147 | $6.16M | 0.01% | −118,005−25.2% | Reduced |
| Voya Investment Management LLC | 347,296 | $6.11M | 0.01% | −244,646−41.3% | Reduced |
| Jarislowsky, Fraser Ltd | 344,149 | $6.05M | 0.04% | +59,021+20.7% | Added |
| Legal & General Group Plc | 342,110 | $6.02M | 0.00% | +21,725+6.8% | Added |
| Charles Schwab Investment Management Inc | 330,494 | $5.81M | 0.00% | −62,184−15.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 321,720 | $5.66M | 0.04% | +52,136+19.3% | Added |
| Citigroup Inc | 316,155 | $5.56M | 0.01% | +128,574+68.5% | Added |
| Russell Investments Group, Ltd. | 315,551 | $5.55M | 0.01% | −68,132−17.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 311,501 | $5.48M | 0.30% | +158,267+103.3% | Added |
| ExodusPoint Capital Management, LP | 309,225 | $5.44M | 0.06% | +309,225 | New |
| New York State Common Retirement Fund | 291,347 | $5.12M | 0.01% | +51,975+21.7% | Added |
| American Century Companies Inc | 289,964 | $5.10M | 0.00% | −227,465−44.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 271,296 | $4.77M | 0.01% | +22,100+8.9% | Added |
| Loomis Sayles & Co L P | 264,782 | $4.66M | 0.01% | +74,615+39.2% | Added |
| Kapitalo Investimentos Ltda | 225,664 | $3.97M | 1.19% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 216,010 | $3.80M | 0.02% | −29,650−12.1% | Reduced |
| JPMorgan Chase & Co | 209,825 | $3.69M | 0.00% | −1,491−0.7% | Reduced |
| Meritage Portfolio Management | 198,405 | $3.49M | 0.22% | +65,428+49.2% | Added |
| State Board of Administration of Florida Retirement System | 188,867 | $3.32M | 0.01% | +188,867 | New |
| Penserra Capital Management LLC | 188,901 | $3.32M | 0.04% | +16,390+9.5% | Added |
| Teza Capital Management LLC | 179,880 | $3.16M | 0.39% | +146,268+435.2% | Added |
| Grandeur Peak Global Advisors, LLC | 176,192 | $3.10M | 0.25% | +17,746+11.2% | Added |
| LMR Partners LLP | 174,000 | $3.06M | 0.07% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 167,000 | $2.94M | 0.79% | +167,000 | New |
| BTG Pactual Asset Management US LLC | 148,304 | $2.61M | 0.65% | +148,304 | New |
| Capital Fund Management S.A. | 142,688 | $2.51M | 0.03% | +69,831+95.8% | Added |
| Royal Bank of Canada | 141,869 | $2.50M | 0.00% | −7,137−4.8% | Reduced |
| Alliancebernstein L.P. | 141,697 | $2.49M | 0.00% | +11,806+9.1% | Added |
| Balyasny Asset Management LLC | 139,768 | $2.46M | 0.01% | +139,768 | New |
| First Trust Advisors LP | 124,378 | $2.19M | 0.00% | −342,788−73.4% | Reduced |
| Walleye Trading LLC | 123,679 | $2.18M | 0.04% | +123,679 | New |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $2.12M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 112,611 | $1.98M | 0.03% | +111,590+10,929.5% | Added |
| Citadel Advisors LLC | 103,915 | $1.83M | 0.00% | −143,605−58.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 99,786 | $1.76M | 0.37% | +20,847+26.4% | Added |
| Price T Rowe Associates Inc | 98,385 | $1.73M | 0.00% | −4,537,298−97.9% | Reduced |
| Atom Investors LP | 93,924 | $1.65M | 0.17% | +93,924 | New |
| State of New Jersey Common Pension Fund D | 93,600 | $1.65M | 0.01% | −32,781−25.9% | Reduced |