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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 82,979 | $1.46M | 0.00% | +4,798+6.1% | Added |
| Federation des caisses Desjardins du Quebec | 82,412 | $1.45M | 0.01% | +82,406+1,373,433.3% | Added |
| Deutsche Bank AG | 81,621 | $1.44M | 0.00% | −11,066−11.9% | Reduced |
| US Bancorp | 79,583 | $1.40M | 0.00% | +5,528+7.5% | Added |
| Oppenheimer Asset Management Inc. | 78,204 | $1.38M | 0.02% | +998+1.3% | Added |
| Amalgamated Bank | 72,351 | $1.27M | 0.01% | +53,891+291.9% | Added |
| Old Well Partners, LLC | 70,700 | $1.24M | 1.47% | −39,200−35.7% | Reduced |
| Barclays PLC | 67,076 | $1.18M | 0.00% | +41,870+166.1% | Added |
| Exchange Traded Concepts, LLC | 64,767 | $1.14M | 0.03% | +31,928+97.2% | Added |
| UBS Group AG | 62,697 | $1.10M | 0.00% | −173,914−73.5% | Reduced |
| Bayesian Capital Management, LP | 58,600 | $1.03M | 0.12% | −20,300−25.7% | Reduced |
| Cloverfields Capital Group, LP | 57,737 | $1.02M | 0.34% | +437+0.8% | Added |
| Polymer Capital Management (HK) LTD | 57,300 | $1.01M | 0.20% | −13,900−19.5% | Reduced |
| Point72 Asset Management, L.P. | 56,300 | $990.3K | 0.00% | −12,500−18.2% | Reduced |
| L2 Asset Management, LLC | 55,358 | $973.7K | 0.29% | +45,730+475.0% | Added |
| Franklin Resources Inc | 49,588 | $872.3K | 0.00% | −18,774−27.5% | Reduced |
| National Bank of Canada | 48,906 | $823.1K | 0.00% | +30+0.1% | Added |
| Stifel Financial Corp | 44,993 | $791.4K | 0.00% | −18,097−28.7% | Reduced |
| Fifth Third Bancorp | 43,375 | $763.0K | 0.00% | −3,981−8.4% | Reduced |
| Neuberger Berman Group LLC | 43,065 | $757.5K | 0.00% | −9,518−18.1% | Reduced |
| Natixis Advisors, L.P. | 40,916 | $720.0K | 0.00% | −2,725−6.2% | Reduced |
| Marshall Financial Group LLC | 40,399 | $710.6K | 0.20% | +3,751+10.2% | Added |
| Bridgefront Capital, LLC | 39,632 | $697.1K | 0.29% | +39,632 | New |
| Jump Financial, LLC | 38,168 | $671.4K | 0.01% | +7,972+26.4% | Added |
| VPR Management LLC | 37,068 | $652.0K | 0.24% | 00.0% | Unchanged |
| Cetera Investment Advisers | 36,905 | $649.2K | 0.00% | +6,961+23.2% | Added |
| Quantbot Technologies LP | 36,754 | $646.5K | 0.03% | −40,041−52.1% | Reduced |
| Magnetar Financial LLC | 36,278 | $638.1K | 0.01% | +36,278 | New |
| Maryland State Retirement & Pension System | 31,785 | $559.1K | 0.01% | +5,534+21.1% | Added |
| Truist Financial Corp | 31,314 | $550.8K | 0.00% | −3,896−11.1% | Reduced |
| Davenport & Co LLC | 30,450 | $535.6K | 0.00% | −2,283−7.0% | Reduced |
| Principal Financial Group Inc | 30,362 | $534.1K | 0.00% | +2,505+9.0% | Added |
| Mariner, LLC | 29,792 | $524.0K | 0.00% | −4,843−14.0% | Reduced |
| California State Teachers Retirement System | 29,788 | $524.0K | 0.00% | −2,960−9.0% | Reduced |
| Captrust Financial Advisors | 29,694 | $522.3K | 0.00% | −1,130−3.7% | Reduced |
| Wells Fargo & Company | 29,131 | $512.4K | 0.00% | +575+2.0% | Added |
| Landscape Capital Management, L.L.C. | 28,722 | $505.2K | 0.04% | +3,164+12.4% | Added |
| Manufacturers Life Insurance Company, The | 28,653 | $504.0K | 0.00% | −1,101,899−97.5% | Reduced |
| Oak Thistle LLC | 28,164 | $495.4K | 0.37% | +28,164 | New |
| Legacy Wealth Asset Management, LLC | 27,416 | $482.2K | 0.14% | +1,317+5.0% | Added |
| Keybank National Association | 27,311 | $480.4K | 0.00% | −799−2.8% | Reduced |
| Numerai GP LLC | 26,111 | $459.3K | 0.17% | +16,046+159.4% | Added |
| Greenland Capital Management LP | 25,913 | $455.8K | 0.10% | +25,913 | New |
| Creative Planning | 25,166 | $442.7K | 0.00% | +9,469+60.3% | Added |
| Park Avenue Securities LLC | 25,008 | $440.0K | 0.01% | +3,156+14.4% | Added |
| Credit Agricole S A | 24,921 | $438.4K | 0.00% | +2,038+8.9% | Added |
| GTS Securities LLC | 24,590 | $432.5K | 0.01% | +24,590 | New |
| Simplex Trading, LLC | 23,561 | $414.0K | 0.01% | +23,561 | New |
| AQR Capital Management LLC | 23,481 | $413.0K | 0.00% | +8,287+54.5% | Added |
| Tandem Capital Management Corp | 23,656 | $403.8K | 0.22% | −625−2.6% | Reduced |
| Boothbay Fund Management, LLC | 22,674 | $398.8K | 0.01% | +22,674 | New |
| CTC Alternative Strategies, Ltd. | 22,512 | $396.0K | 0.17% | +22,512 | New |
| RSM US Wealth Management LLC | 23,433 | $394.0K | 0.01% | +23,433 | New |
| Utah Retirement Systems | 21,900 | $385.2K | 0.00% | +4,100+23.0% | Added |
| Raymond James & Associates | 21,446 | $377.2K | 0.00% | −2,129−9.0% | Reduced |
| Stratos Wealth Partners, LTD. | 21,423 | $376.8K | 0.01% | +8,366+64.1% | Added |
| Kestra Advisory Services, LLC | 20,998 | $369.4K | 0.00% | +414+2.0% | Added |
| Kestra Private Wealth Services, LLC | 20,740 | $364.8K | 0.01% | +5,575+36.8% | Added |
| Verde Servicos Internacionais S.A. | 20,000 | $352.0K | 0.16% | −1,117,423−98.2% | Reduced |
| Private Advisor Group, LLC | 19,342 | $340.2K | 0.00% | −395−2.0% | Reduced |
| Xponance, Inc. | 19,165 | $337.1K | 0.00% | +4,560+31.2% | Added |
| Cresset Asset Management, LLC | 18,185 | $319.9K | 0.00% | −1,617−8.2% | Reduced |
| Atria Investments LLC | 17,778 | $312.7K | 0.00% | −37,286−67.7% | Reduced |
| Impact Partnership Wealth, LLC | 17,535 | $308.4K | 0.08% | +17,535 | New |
| MML Investors Services, LLC | 17,359 | $305.0K | 0.00% | +1,065+6.5% | Added |
| Prudential Financial Inc | 17,318 | $304.6K | 0.00% | +757+4.6% | Added |
| Harvest Investment Services, LLC | 17,210 | $302.7K | 0.12% | −585−3.3% | Reduced |
| Ethic Inc. | 16,730 | $294.3K | 0.01% | −1,047−5.9% | Reduced |
| Financial Advocates Investment Management | 16,311 | $286.9K | 0.02% | +6,068+59.2% | Added |
| STRS Ohio | 16,161 | $284.3K | 0.00% | −21,889−57.5% | Reduced |
| Walleye Capital LLC | 15,000 | $263.9K | 0.00% | −37,800−71.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,838 | $261.0K | 0.00% | −381−2.5% | Reduced |
| Ossiam | 14,754 | $259.5K | 0.00% | +355+2.5% | Added |
| Point72 (DIFC) Ltd | 14,466 | $254.5K | 0.02% | −13,535−48.3% | Reduced |
| Pitcairn Co | 14,378 | $252.9K | 0.02% | −2,974−17.1% | Reduced |
| Nebula Research & Development LLC | 14,250 | $250.7K | 0.04% | −30,607−68.2% | Reduced |
| HSBC Holdings PLC | 14,241 | $248.5K | 0.00% | −8,219−36.6% | Reduced |
| Cerity Partners LLC | 14,108 | $248.2K | 0.00% | +603+4.5% | Added |
| Synovus Financial Corp | 13,639 | $239.9K | 0.00% | +427+3.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,573 | $238.7K | 0.00% | +13,573 | New |
| Outlook Wealth Advisors, LLC | 13,549 | $238.3K | 0.12% | −282−2.0% | Reduced |
| Applied Finance Capital Management, LLC | 13,215 | $232.5K | 0.01% | +13,215 | New |
| Alaska Permanent Fund Corp | 13,530 | $231.5K | 0.00% | +13,530 | New |
| Caisse de Depot Et Placement du Quebec | 12,900 | $226.9K | 0.00% | +12,900 | New |
| Yorktown Management & Research Co Inc | 12,800 | $225.2K | 0.24% | 00.0% | Unchanged |
| Baader Bank INC | 12,500 | $219.9K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 12,053 | $212.0K | 0.02% | +12,053 | New |
| Rockefeller Capital Management L.P. | 11,906 | $209.4K | 0.00% | +11,906 | New |
| Yousif Capital Management, LLC | 11,003 | $193.5K | 0.00% | +48+0.4% | Added |
| Regions Financial Corp | 10,917 | $192.0K | 0.00% | −27−0.2% | Reduced |
| Banco Santander, S.A. | 10,108 | $177.8K | 0.00% | +10,108 | New |
| Hyperion Capital Advisors LP | 10,000 | $175.9K | 0.08% | +10,000 | New |
| MetLife Investment Management | 9,218 | $162.1K | 0.00% | +1,812+24.5% | Added |
| Storebrand Asset Management AS | 7,648 | $134.5K | 0.00% | −6,711−46.7% | Reduced |
| Covestor Ltd | 7,362 | $130.0K | 0.08% | +4,562+162.9% | Added |
| Quadrant Capital Group LLC | 6,808 | $119.8K | 0.01% | −959−12.3% | Reduced |
| Point72 Hong Kong Ltd | 6,748 | $118.7K | 0.01% | +6,748 | New |
| Signaturefd, LLC | 6,691 | $117.7K | 0.00% | −299−4.3% | Reduced |
| The PNC Financial Services Group, Inc. | 6,643 | $116.8K | 0.00% | +210+3.3% | Added |
| Quarry LP | 5,490 | $96.6K | 0.04% | +4,556+487.8% | Added |