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 |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $53 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3 | $53 | 0.00% | +3 | New |
| Tyler-Stone Wealth Management | 4 | $70 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $106 | 0.00% | −12−66.7% | Reduced |
| Highline Wealth Partners LLC | 12 | $211 | 0.00% | +12 | New |
| Massmutual Trust Co FSB | 13 | $229 | 0.00% | −16−55.2% | Reduced |
| Huntington National Bank | 15 | $264 | 0.00% | −154−91.1% | Reduced |
| MV Capital Management, Inc. | 27 | $475 | 0.00% | +27 | New |
| Creekmur Asset Management LLC | 39 | $686 | 0.00% | +39 | New |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $847 | 0.00% | +10+26.3% | Added |
| Operose Advisors LLC | 61 | $1.07K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 67 | $1.18K | 0.00% | +67 | New |
| Opal Wealth Advisors, LLC | 68 | $1.20K | 0.00% | +17+33.3% | Added |
| Bell Investment Advisors, Inc | 69 | $1.21K | 0.00% | −24−25.8% | Reduced |
| RFP Financial Group LLC | 73 | $1.28K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 74 | $1.30K | 0.00% | +67+957.1% | Added |
| IFP Advisors, Inc | 84 | $1.48K | 0.00% | +34+68.0% | Added |
| SYSTM Wealth Solutions LLC | 96 | $1.69K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 103 | $1.81K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 104 | $1.83K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 105 | $1.85K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 106 | $1.86K | 0.00% | +106 | New |
| Allworth Financial LP | 165 | $2.95K | 0.00% | +20+13.8% | Added |
| Washington Trust Advisors, Inc. | 168 | $2.96K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 147 | $3.00K | 0.00% | −1−0.7% | Reduced |
| Investors Research Corp | 204 | $3.59K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 205 | $3.61K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 209 | $3.68K | 0.00% | +209 | New |
| Clearstead Advisors, LLC | 234 | $4.12K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 287 | $4.83K | 0.00% | +250+675.7% | Added |
| FinTrust Capital Advisors, LLC | 332 | $5.84K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 330 | $6.00K | 0.00% | +5+1.5% | Added |
| Proequities, Inc. | 354 | $6.23K | 0.00% | −14−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 368 | $6.28K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 293 | $7.52K | 0.00% | +220+301.4% | Added |
| Toronto Dominion Bank | 432 | $7.60K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 583 | $10.3K | 0.00% | +36+6.6% | Added |
| Pinnacle Bancorp, Inc. | 592 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 632 | $11.1K | 0.00% | +512+426.7% | Added |
| Parallel Advisors, LLC | 698 | $12.3K | 0.00% | −427−38.0% | Reduced |
| Quent Capital, LLC | 740 | $13.0K | 0.00% | +740 | New |
| Smartleaf Asset Management LLC | 864 | $15.5K | 0.00% | −265−23.5% | Reduced |
| GWM Advisors LLC | 1,003 | $17.6K | 0.00% | −14−1.4% | Reduced |
| Nomura Asset Management Co Ltd | 1,050 | $18.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,068 | $18.8K | 0.01% | −385−26.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,102 | $19.4K | 0.00% | −67,590−98.4% | Reduced |
| Lindbrook Capital, LLC | 1,170 | $20.6K | 0.00% | +101+9.4% | Added |
| GAMMA Investing LLC | 1,310 | $23.0K | 0.00% | +847+182.9% | Added |
| Mather Group, LLC. | 906 | $23.2K | 0.00% | −3−0.3% | Reduced |
| State of Wyoming | 1,330 | $23.4K | 0.00% | +30+2.3% | Added |
| Amundi | 1,398 | $23.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,387 | $24.4K | 0.00% | +35+2.6% | Added |
| Umb Bank N A | 1,545 | $27.2K | 0.00% | +214+16.1% | Added |
| Provida Pension Fund Administrator | 1,858 | $32.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,906 | $33.5K | 0.01% | −288−13.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,529 | $43.3K | 0.00% | +29+1.2% | Added |
| Global Retirement Partners, LLC | 2,701 | $47.5K | 0.00% | +2,701 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,708 | $48.7K | 0.00% | +2,708 | New |
| Principal Securities, Inc. | 3,188 | $56.1K | 0.00% | +661+26.2% | Added |
| Leonteq Securities AG | 3,602 | $63.4K | 0.01% | +3,162+718.6% | Added |
| Corebridge Financial, Inc. | 3,638 | $64.0K | 0.00% | +3,638 | New |
| TD Private Client Wealth LLC | 3,705 | $65.2K | 0.00% | −179−4.6% | Reduced |
| Toth Financial Advisory Corp | 3,947 | $69.4K | 0.01% | −23,000−85.4% | Reduced |
| Abich Financial Wealth Management LLC | 4,209 | $74.0K | 0.05% | +4,209 | New |
| Quarry LP | 5,490 | $96.6K | 0.04% | +4,556+487.8% | Added |
| The PNC Financial Services Group, Inc. | 6,643 | $116.8K | 0.00% | +210+3.3% | Added |
| Signaturefd, LLC | 6,691 | $117.7K | 0.00% | −299−4.3% | Reduced |
| Point72 Hong Kong Ltd | 6,748 | $118.7K | 0.01% | +6,748 | New |
| Quadrant Capital Group LLC | 6,808 | $119.8K | 0.01% | −959−12.3% | Reduced |
| Covestor Ltd | 7,362 | $130.0K | 0.08% | +4,562+162.9% | Added |
| Storebrand Asset Management AS | 7,648 | $134.5K | 0.00% | −6,711−46.7% | Reduced |
| MetLife Investment Management | 9,218 | $162.1K | 0.00% | +1,812+24.5% | Added |
| Hyperion Capital Advisors LP | 10,000 | $175.9K | 0.08% | +10,000 | New |
| Banco Santander, S.A. | 10,108 | $177.8K | 0.00% | +10,108 | New |
| Regions Financial Corp | 10,917 | $192.0K | 0.00% | −27−0.2% | Reduced |
| Yousif Capital Management, LLC | 11,003 | $193.5K | 0.00% | +48+0.4% | Added |
| Rockefeller Capital Management L.P. | 11,906 | $209.4K | 0.00% | +11,906 | New |
| Headlands Technologies LLC | 12,053 | $212.0K | 0.02% | +12,053 | New |
| Baader Bank INC | 12,500 | $219.9K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 12,800 | $225.2K | 0.24% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 12,900 | $226.9K | 0.00% | +12,900 | New |
| Alaska Permanent Fund Corp | 13,530 | $231.5K | 0.00% | +13,530 | New |
| Applied Finance Capital Management, LLC | 13,215 | $232.5K | 0.01% | +13,215 | New |
| Outlook Wealth Advisors, LLC | 13,549 | $238.3K | 0.12% | −282−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,573 | $238.7K | 0.00% | +13,573 | New |
| Synovus Financial Corp | 13,639 | $239.9K | 0.00% | +427+3.2% | Added |
| Cerity Partners LLC | 14,108 | $248.2K | 0.00% | +603+4.5% | Added |
| HSBC Holdings PLC | 14,241 | $248.5K | 0.00% | −8,219−36.6% | Reduced |
| Nebula Research & Development LLC | 14,250 | $250.7K | 0.04% | −30,607−68.2% | Reduced |
| Pitcairn Co | 14,378 | $252.9K | 0.02% | −2,974−17.1% | Reduced |
| Point72 (DIFC) Ltd | 14,466 | $254.5K | 0.02% | −13,535−48.3% | Reduced |
| Ossiam | 14,754 | $259.5K | 0.00% | +355+2.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,838 | $261.0K | 0.00% | −381−2.5% | Reduced |
| Walleye Capital LLC | 15,000 | $263.9K | 0.00% | −37,800−71.6% | Reduced |
| STRS Ohio | 16,161 | $284.3K | 0.00% | −21,889−57.5% | Reduced |
| Financial Advocates Investment Management | 16,311 | $286.9K | 0.02% | +6,068+59.2% | Added |
| Ethic Inc. | 16,730 | $294.3K | 0.01% | −1,047−5.9% | Reduced |
| Harvest Investment Services, LLC | 17,210 | $302.7K | 0.12% | −585−3.3% | Reduced |
| Prudential Financial Inc | 17,318 | $304.6K | 0.00% | +757+4.6% | Added |