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 |
|---|---|---|---|---|---|
| Abich Financial Wealth Management LLC | 4,209 | $74.0K | 0.05% | +4,209 | New |
| Toth Financial Advisory Corp | 3,947 | $69.4K | 0.01% | −23,000−85.4% | Reduced |
| TD Private Client Wealth LLC | 3,705 | $65.2K | 0.00% | −179−4.6% | Reduced |
| Corebridge Financial, Inc. | 3,638 | $64.0K | 0.00% | +3,638 | New |
| Leonteq Securities AG | 3,602 | $63.4K | 0.01% | +3,162+718.6% | Added |
| Principal Securities, Inc. | 3,188 | $56.1K | 0.00% | +661+26.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,708 | $48.7K | 0.00% | +2,708 | New |
| Global Retirement Partners, LLC | 2,701 | $47.5K | 0.00% | +2,701 | New |
| EverSource Wealth Advisors, LLC | 2,529 | $43.3K | 0.00% | +29+1.2% | Added |
| Grove Bank & Trust | 1,906 | $33.5K | 0.01% | −288−13.1% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $32.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,545 | $27.2K | 0.00% | +214+16.1% | Added |
| First Horizon Advisors, Inc. | 1,387 | $24.4K | 0.00% | +35+2.6% | Added |
| Amundi | 1,398 | $23.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,330 | $23.4K | 0.00% | +30+2.3% | Added |
| Mather Group, LLC. | 906 | $23.2K | 0.00% | −3−0.3% | Reduced |
| GAMMA Investing LLC | 1,310 | $23.0K | 0.00% | +847+182.9% | Added |
| Lindbrook Capital, LLC | 1,170 | $20.6K | 0.00% | +101+9.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,102 | $19.4K | 0.00% | −67,590−98.4% | Reduced |
| EntryPoint Capital, LLC | 1,068 | $18.8K | 0.01% | −385−26.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,050 | $18.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,003 | $17.6K | 0.00% | −14−1.4% | Reduced |
| Smartleaf Asset Management LLC | 864 | $15.5K | 0.00% | −265−23.5% | Reduced |
| Quent Capital, LLC | 740 | $13.0K | 0.00% | +740 | New |
| Parallel Advisors, LLC | 698 | $12.3K | 0.00% | −427−38.0% | Reduced |
| Rakuten Securities, Inc. | 632 | $11.1K | 0.00% | +512+426.7% | Added |
| Pinnacle Bancorp, Inc. | 592 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 583 | $10.3K | 0.00% | +36+6.6% | Added |
| Toronto Dominion Bank | 432 | $7.60K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 293 | $7.52K | 0.00% | +220+301.4% | Added |
| CIBC Private Wealth Group, LLC | 368 | $6.28K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 354 | $6.23K | 0.00% | −14−3.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 330 | $6.00K | 0.00% | +5+1.5% | Added |
| FinTrust Capital Advisors, LLC | 332 | $5.84K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 287 | $4.83K | 0.00% | +250+675.7% | Added |
| Clearstead Advisors, LLC | 234 | $4.12K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 209 | $3.68K | 0.00% | +209 | New |
| Johnson Financial Group, Inc. | 205 | $3.61K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 204 | $3.59K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 147 | $3.00K | 0.00% | −1−0.7% | Reduced |
| Washington Trust Advisors, Inc. | 168 | $2.96K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 165 | $2.95K | 0.00% | +20+13.8% | Added |
| Assetmark, Inc | 106 | $1.86K | 0.00% | +106 | New |
| Activest Wealth Management | 105 | $1.85K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 104 | $1.83K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 103 | $1.81K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 96 | $1.69K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 84 | $1.48K | 0.00% | +34+68.0% | Added |
| Parkside Financial Bank & Trust | 74 | $1.30K | 0.00% | +67+957.1% | Added |
| RFP Financial Group LLC | 73 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $1.21K | 0.00% | −24−25.8% | Reduced |
| Opal Wealth Advisors, LLC | 68 | $1.20K | 0.00% | +17+33.3% | Added |
| Northwestern Mutual Wealth Management Co | 67 | $1.18K | 0.00% | +67 | New |
| Operose Advisors LLC | 61 | $1.07K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $847 | 0.00% | +10+26.3% | Added |
| Creekmur Asset Management LLC | 39 | $686 | 0.00% | +39 | New |
| MV Capital Management, Inc. | 27 | $475 | 0.00% | +27 | New |
| Huntington National Bank | 15 | $264 | 0.00% | −154−91.1% | Reduced |
| Massmutual Trust Co FSB | 13 | $229 | 0.00% | −16−55.2% | Reduced |
| Highline Wealth Partners LLC | 12 | $211 | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 6 | $106 | 0.00% | −12−66.7% | Reduced |
| Tyler-Stone Wealth Management | 4 | $70 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $53 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3 | $53 | 0.00% | +3 | New |
| CGC Financial Services, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −37,900−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,759,826−100.0% | Sold out |
| Constellation Investimentos e Participacoes Ltda | 0 | $0 | 0.00% | −2,126,159−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −1,165,000−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,148,700−100.0% | Sold out |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −995,857−100.0% | Sold out |
| Compass Group LLC | 0 | $0 | 0.00% | −845,451−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −743,926−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −722,800−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −722,550−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −510,000−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −358,921−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −254,813−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −156,398−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −115,206−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −112,861−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −112,224−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −107,005−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −102,500−100.0% | Sold out |
| Investidor Profissional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −98,515−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −97,724−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −80,866−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −48,462−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −46,381−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −39,629−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −34,750−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −32,191−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −30,707−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,756−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −21,669−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −20,775−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |