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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,032−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −17,788−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −17,470−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −15,214−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −14,366−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −12,881−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −12,055−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,751−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −10,642−100.0% | Sold out |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −10,490−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −10,450−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −9,888−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −9,620−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −9,618−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −9,507−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −9,338−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,107−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −8,825−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −8,825−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −8,247−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −7,934−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −7,813−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −7,715−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −1,609−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| BTG Pactual Global Asset Management Ltd | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |
| Credit Suisse AG | – | – | – | – | Not filed |