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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 17,359 | $305.0K | 0.00% | +1,065+6.5% | Added |
| Impact Partnership Wealth, LLC | 17,535 | $308.4K | 0.08% | +17,535 | New |
| Atria Investments LLC | 17,778 | $312.7K | 0.00% | −37,286−67.7% | Reduced |
| Cresset Asset Management, LLC | 18,185 | $319.9K | 0.00% | −1,617−8.2% | Reduced |
| Xponance, Inc. | 19,165 | $337.1K | 0.00% | +4,560+31.2% | Added |
| Private Advisor Group, LLC | 19,342 | $340.2K | 0.00% | −395−2.0% | Reduced |
| Verde Servicos Internacionais S.A. | 20,000 | $352.0K | 0.16% | −1,117,423−98.2% | Reduced |
| Kestra Private Wealth Services, LLC | 20,740 | $364.8K | 0.01% | +5,575+36.8% | Added |
| Kestra Advisory Services, LLC | 20,998 | $369.4K | 0.00% | +414+2.0% | Added |
| Stratos Wealth Partners, LTD. | 21,423 | $376.8K | 0.01% | +8,366+64.1% | Added |
| Raymond James & Associates | 21,446 | $377.2K | 0.00% | −2,129−9.0% | Reduced |
| Utah Retirement Systems | 21,900 | $385.2K | 0.00% | +4,100+23.0% | Added |
| RSM US Wealth Management LLC | 23,433 | $394.0K | 0.01% | +23,433 | New |
| CTC Alternative Strategies, Ltd. | 22,512 | $396.0K | 0.17% | +22,512 | New |
| Boothbay Fund Management, LLC | 22,674 | $398.8K | 0.01% | +22,674 | New |
| Tandem Capital Management Corp | 23,656 | $403.8K | 0.22% | −625−2.6% | Reduced |
| AQR Capital Management LLC | 23,481 | $413.0K | 0.00% | +8,287+54.5% | Added |
| Simplex Trading, LLC | 23,561 | $414.0K | 0.01% | +23,561 | New |
| GTS Securities LLC | 24,590 | $432.5K | 0.01% | +24,590 | New |
| Credit Agricole S A | 24,921 | $438.4K | 0.00% | +2,038+8.9% | Added |
| Park Avenue Securities LLC | 25,008 | $440.0K | 0.01% | +3,156+14.4% | Added |
| Creative Planning | 25,166 | $442.7K | 0.00% | +9,469+60.3% | Added |
| Greenland Capital Management LP | 25,913 | $455.8K | 0.10% | +25,913 | New |
| Numerai GP LLC | 26,111 | $459.3K | 0.17% | +16,046+159.4% | Added |
| Keybank National Association | 27,311 | $480.4K | 0.00% | −799−2.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 27,416 | $482.2K | 0.14% | +1,317+5.0% | Added |
| Oak Thistle LLC | 28,164 | $495.4K | 0.37% | +28,164 | New |
| Manufacturers Life Insurance Company, The | 28,653 | $504.0K | 0.00% | −1,101,899−97.5% | Reduced |
| Landscape Capital Management, L.L.C. | 28,722 | $505.2K | 0.04% | +3,164+12.4% | Added |
| Wells Fargo & Company | 29,131 | $512.4K | 0.00% | +575+2.0% | Added |
| Captrust Financial Advisors | 29,694 | $522.3K | 0.00% | −1,130−3.7% | Reduced |
| California State Teachers Retirement System | 29,788 | $524.0K | 0.00% | −2,960−9.0% | Reduced |
| Mariner, LLC | 29,792 | $524.0K | 0.00% | −4,843−14.0% | Reduced |
| Principal Financial Group Inc | 30,362 | $534.1K | 0.00% | +2,505+9.0% | Added |
| Davenport & Co LLC | 30,450 | $535.6K | 0.00% | −2,283−7.0% | Reduced |
| Truist Financial Corp | 31,314 | $550.8K | 0.00% | −3,896−11.1% | Reduced |
| Maryland State Retirement & Pension System | 31,785 | $559.1K | 0.01% | +5,534+21.1% | Added |
| Magnetar Financial LLC | 36,278 | $638.1K | 0.01% | +36,278 | New |
| Quantbot Technologies LP | 36,754 | $646.5K | 0.03% | −40,041−52.1% | Reduced |
| Cetera Investment Advisers | 36,905 | $649.2K | 0.00% | +6,961+23.2% | Added |
| VPR Management LLC | 37,068 | $652.0K | 0.24% | 00.0% | Unchanged |
| Jump Financial, LLC | 38,168 | $671.4K | 0.01% | +7,972+26.4% | Added |
| Bridgefront Capital, LLC | 39,632 | $697.1K | 0.29% | +39,632 | New |
| Marshall Financial Group LLC | 40,399 | $710.6K | 0.20% | +3,751+10.2% | Added |
| Natixis Advisors, L.P. | 40,916 | $720.0K | 0.00% | −2,725−6.2% | Reduced |
| Neuberger Berman Group LLC | 43,065 | $757.5K | 0.00% | −9,518−18.1% | Reduced |
| Fifth Third Bancorp | 43,375 | $763.0K | 0.00% | −3,981−8.4% | Reduced |
| Stifel Financial Corp | 44,993 | $791.4K | 0.00% | −18,097−28.7% | Reduced |
| National Bank of Canada | 48,906 | $823.1K | 0.00% | +30+0.1% | Added |
| Franklin Resources Inc | 49,588 | $872.3K | 0.00% | −18,774−27.5% | Reduced |
| L2 Asset Management, LLC | 55,358 | $973.7K | 0.29% | +45,730+475.0% | Added |
| Point72 Asset Management, L.P. | 56,300 | $990.3K | 0.00% | −12,500−18.2% | Reduced |
| Polymer Capital Management (HK) LTD | 57,300 | $1.01M | 0.20% | −13,900−19.5% | Reduced |
| Cloverfields Capital Group, LP | 57,737 | $1.02M | 0.34% | +437+0.8% | Added |
| Bayesian Capital Management, LP | 58,600 | $1.03M | 0.12% | −20,300−25.7% | Reduced |
| UBS Group AG | 62,697 | $1.10M | 0.00% | −173,914−73.5% | Reduced |
| Exchange Traded Concepts, LLC | 64,767 | $1.14M | 0.03% | +31,928+97.2% | Added |
| Barclays PLC | 67,076 | $1.18M | 0.00% | +41,870+166.1% | Added |
| Old Well Partners, LLC | 70,700 | $1.24M | 1.47% | −39,200−35.7% | Reduced |
| Amalgamated Bank | 72,351 | $1.27M | 0.01% | +53,891+291.9% | Added |
| Oppenheimer Asset Management Inc. | 78,204 | $1.38M | 0.02% | +998+1.3% | Added |
| US Bancorp | 79,583 | $1.40M | 0.00% | +5,528+7.5% | Added |
| Deutsche Bank AG | 81,621 | $1.44M | 0.00% | −11,066−11.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 82,412 | $1.45M | 0.01% | +82,406+1,373,433.3% | Added |
| Advisor Group Holdings, Inc. | 82,979 | $1.46M | 0.00% | +4,798+6.1% | Added |
| State of New Jersey Common Pension Fund D | 93,600 | $1.65M | 0.01% | −32,781−25.9% | Reduced |
| Atom Investors LP | 93,924 | $1.65M | 0.17% | +93,924 | New |
| Price T Rowe Associates Inc | 98,385 | $1.73M | 0.00% | −4,537,298−97.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 99,786 | $1.76M | 0.37% | +20,847+26.4% | Added |
| Citadel Advisors LLC | 103,915 | $1.83M | 0.00% | −143,605−58.0% | Reduced |
| Tower Research Capital LLC (TRC) | 112,611 | $1.98M | 0.03% | +111,590+10,929.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $2.12M | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 123,679 | $2.18M | 0.04% | +123,679 | New |
| First Trust Advisors LP | 124,378 | $2.19M | 0.00% | −342,788−73.4% | Reduced |
| Balyasny Asset Management LLC | 139,768 | $2.46M | 0.01% | +139,768 | New |
| Alliancebernstein L.P. | 141,697 | $2.49M | 0.00% | +11,806+9.1% | Added |
| Royal Bank of Canada | 141,869 | $2.50M | 0.00% | −7,137−4.8% | Reduced |
| Capital Fund Management S.A. | 142,688 | $2.51M | 0.03% | +69,831+95.8% | Added |
| BTG Pactual Asset Management US LLC | 148,304 | $2.61M | 0.65% | +148,304 | New |
| Catalyst Funds Management Pty Ltd | 167,000 | $2.94M | 0.79% | +167,000 | New |
| LMR Partners LLP | 174,000 | $3.06M | 0.07% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 176,192 | $3.10M | 0.25% | +17,746+11.2% | Added |
| Teza Capital Management LLC | 179,880 | $3.16M | 0.39% | +146,268+435.2% | Added |
| Penserra Capital Management LLC | 188,901 | $3.32M | 0.04% | +16,390+9.5% | Added |
| State Board of Administration of Florida Retirement System | 188,867 | $3.32M | 0.01% | +188,867 | New |
| Meritage Portfolio Management | 198,405 | $3.49M | 0.22% | +65,428+49.2% | Added |
| JPMorgan Chase & Co | 209,825 | $3.69M | 0.00% | −1,491−0.7% | Reduced |
| Treasurer of the State of North Carolina | 216,010 | $3.80M | 0.02% | −29,650−12.1% | Reduced |
| Kapitalo Investimentos Ltda | 225,664 | $3.97M | 1.19% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 264,782 | $4.66M | 0.01% | +74,615+39.2% | Added |
| Robeco Institutional Asset Management B.V. | 271,296 | $4.77M | 0.01% | +22,100+8.9% | Added |
| American Century Companies Inc | 289,964 | $5.10M | 0.00% | −227,465−44.0% | Reduced |
| New York State Common Retirement Fund | 291,347 | $5.12M | 0.01% | +51,975+21.7% | Added |
| ExodusPoint Capital Management, LP | 309,225 | $5.44M | 0.06% | +309,225 | New |
| Y-Intercept (Hong Kong) Ltd | 311,501 | $5.48M | 0.30% | +158,267+103.3% | Added |
| Russell Investments Group, Ltd. | 315,551 | $5.55M | 0.01% | −68,132−17.8% | Reduced |
| Citigroup Inc | 316,155 | $5.56M | 0.01% | +128,574+68.5% | Added |
| Schonfeld Strategic Advisors LLC | 321,720 | $5.66M | 0.04% | +52,136+19.3% | Added |
| Charles Schwab Investment Management Inc | 330,494 | $5.81M | 0.00% | −62,184−15.8% | Reduced |
| Legal & General Group Plc | 342,110 | $6.02M | 0.00% | +21,725+6.8% | Added |