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, Q3 2024
Institutional positions in XP Inc. as of Sep 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
- 292
- +29 vs. Q2 2024
- Shares held
- 346.0M
- +52.9M (+18.1%) vs. Q2 2024
- Total value
- $6.21B
- +$1.05B (+20.3%) vs. Q2 2024
- New holders
- 79
- 100 more added
- Sold out
- 50
- 83 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 43,470,134 | $779.9M | 0.02% | +43,470,134 | New |
| Dodge & Cox | 34,861,745 | $625.4M | 0.35% | +508,900+1.5% | Added |
| Capital World Investors | 30,606,282 | $549.1M | 0.09% | +1,859,389+6.5% | Added |
| General Atlantic LLC | 29,617,733 | $531.3M | 15.11% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 26,234,383 | $470.6M | 2.14% | +6,712,366+34.4% | Added |
| Squadra Investments - Gestao de Recursos Ltda. | 12,082,836 | $216.8M | 57.41% | −220,529−1.8% | Reduced |
| FMR LLC | 10,590,681 | $190.0M | 0.01% | −5,870,540−35.7% | Reduced |
| FIL Ltd | 9,889,772 | $177.4M | 0.16% | +9,889,772 | New |
| Vanguard Group Inc | 9,098,981 | $163.2M | 0.00% | +2,425,389+36.3% | Added |
| State Street Corp | 8,768,675 | $157.3M | 0.01% | +4,533,899+107.1% | Added |
| Sands Capital Management, LLC | 8,705,724 | $156.2M | 0.47% | −249,510−2.8% | Reduced |
| Canada Pension Plan Investment Board | 8,324,262 | $149.3M | 0.14% | +135,400+1.7% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 7,101,111 | $127.4M | 18.19% | +2,731,261+62.5% | Added |
| Bank of America Corp | 5,110,306 | $91.7M | 0.01% | +3,133,976+158.6% | Added |
| Norges Bank | 4,899,158 | $87.9M | 0.01% | +578,220+13.4% | Added |
| Marshall Wace, LLP | 4,513,027 | $81.0M | 0.11% | +737,104+19.5% | Added |
| Fisher Asset Management, LLC | 4,461,267 | $80.0M | 0.03% | +1,750,256+64.6% | Added |
| Geode Capital Management, LLC | 4,397,967 | $78.6M | 0.01% | +1,999,332+83.4% | Added |
| Bank of New York Mellon Corp | 4,366,556 | $78.3M | 0.01% | +240,904+5.8% | Added |
| Morgan Stanley | 4,331,854 | $77.7M | 0.01% | +1,310,426+43.4% | Added |
| Wellington Management Group LLP | 4,330,839 | $77.7M | 0.01% | −61,128−1.4% | Reduced |
| Seafarer Capital Partners, LLC | 3,605,000 | $64.7M | 18.50% | +150,000+4.3% | Added |
| D. E. Shaw & Co., Inc. | 3,192,121 | $57.3M | 0.07% | +121,267+3.9% | Added |
| Alkeon Capital Management LLC | 2,612,443 | $46.9M | 0.26% | −2,290−0.1% | Reduced |
| Ninety One UK Ltd | 2,534,435 | $45.5M | 0.12% | −28,235−1.1% | Reduced |
| Millennium Management LLC | 2,532,408 | $45.4M | 0.04% | −3,783,049−59.9% | Reduced |
| JPMorgan Chase & Co | 2,526,214 | $45.3M | 0.00% | +2,316,389+1,104.0% | Added |
| Legal & General Group Plc | 2,386,144 | $42.8M | 0.01% | +2,044,034+597.5% | Added |
| Nuveen Asset Management, LLC | 2,310,110 | $41.4M | 0.01% | −21,691−0.9% | Reduced |
| Sharp Capital Gestora de Recursos Ltda. | 2,210,874 | $39.7M | 33.56% | −46,001−2.0% | Reduced |
| Citigroup Inc | 2,102,177 | $37.7M | 0.03% | +1,786,022+564.9% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 1,739,138 | $31.2M | 23.45% | +869,685+100.0% | Added |
| UBS Asset Management Americas Inc | 1,697,264 | $30.4M | 0.01% | +1,346,560+384.0% | Added |
| Bamco Inc | 1,622,997 | $29.1M | 0.08% | −359,508−18.1% | Reduced |
| Voloridge Investment Management, LLC | 1,598,969 | $28.7M | 0.10% | −407,772−20.3% | Reduced |
| Goldman Sachs Group Inc | 1,597,912 | $28.7M | 0.01% | +809,252+102.6% | Added |
| Jennison Associates LLC | 1,509,578 | $27.1M | 0.02% | +687,587+83.6% | Added |
| Truxt Investmentos Ltda. | 1,378,658 | $24.7M | 16.64% | +368,943+36.5% | Added |
| Man Group plc | 1,328,460 | $23.8M | 0.07% | +312,719+30.8% | Added |
| INCA Investments LLC | 1,319,150 | $23.7M | 10.10% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,218,951 | $21.4M | 0.01% | +22,431+1.9% | Added |
| Northern Trust Corp | 1,058,364 | $19.0M | 0.00% | +233,487+28.3% | Added |
| Twinbeech Capital LP | 1,043,342 | $18.7M | 0.36% | +1,043,342 | New |
| Nordea Investment Management AB | 997,876 | $18.0M | 0.02% | −472,834−32.2% | Reduced |
| Swiss National Bank | 842,464 | $15.1M | 0.01% | +842,464 | New |
| Manufacturers Life Insurance Company, The | 837,603 | $15.0M | 0.01% | +808,950+2,823.3% | Added |
| Armor Advisors, L.L.C. | 815,760 | $14.6M | 12.16% | −89,320−9.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 787,651 | $14.1M | 0.01% | +787,651 | New |
| British Columbia Investment Management Corp | 784,900 | $14.1M | 0.08% | +784,900 | New |
| California Public Employees Retirement System | 745,868 | $13.4M | 0.01% | +40,206+5.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 734,861 | $13.2M | 1.76% | +734,861 | New |
| Janney Montgomery Scott LLC | 654,557 | $11.7M | 0.03% | +56,187+9.4% | Added |
| Itau Unibanco Holding S.A. | 583,671 | $10.5M | 0.34% | +583,671 | New |
| Trexquant Investment LP | 566,370 | $10.2M | 0.13% | +566,370 | New |
| SEI Investments Co | 560,747 | $10.1M | 0.01% | −73,096−11.5% | Reduced |
| Fourth Sail Capital LP | 558,900 | $10.0M | 2.52% | +558,900 | New |
| Sustainable Growth Advisers, LP | 549,954 | $9.87M | 0.04% | −705,789−56.2% | Reduced |
| Earnest Partners LLC | 536,104 | $9.62M | 0.04% | −7,108−1.3% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 510,764 | $9.16M | 0.15% | +510,764 | New |
| Cubist Systematic Strategies, LLC | 497,452 | $8.92M | 0.14% | +5,490+1.1% | Added |
| Deutsche Bank AG | 476,251 | $8.54M | 0.00% | +394,630+483.5% | Added |
| Robeco Institutional Asset Management B.V. | 476,147 | $8.54M | 0.02% | +204,851+75.5% | Added |
| Amundi | 460,186 | $8.13M | 0.00% | +458,788+32,817.5% | Added |
| Russell Investments Group, Ltd. | 420,565 | $7.54M | 0.01% | +105,014+33.3% | Added |
| Rhumbline Advisers | 414,420 | $7.43M | 0.01% | +57,538+16.1% | Added |
| Jarislowsky, Fraser Ltd | 376,523 | $6.75M | 0.04% | +32,374+9.4% | Added |
| Invesco Ltd. | 364,438 | $6.54M | 0.00% | −1,062,906−74.5% | Reduced |
| Engineers Gate Manager LP | 342,652 | $6.15M | 0.12% | +342,652 | New |
| Voya Investment Management LLC | 332,053 | $5.96M | 0.01% | −15,243−4.4% | Reduced |
| Public Sector Pension Investment Board | 316,900 | $5.69M | 0.03% | +316,900 | New |
| Acadian Asset Management LLC | 316,132 | $5.67M | 0.02% | +316,132 | New |
| Handelsbanken Fonder AB | 313,731 | $5.63M | 0.02% | −81,035−20.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 301,105 | $5.40M | 0.01% | +301,105 | New |
| Pictet Asset Management Holding SA | 269,379 | $4.83M | 0.01% | +269,379 | New |
| Loomis Sayles & Co L P | 264,782 | $4.75M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 249,347 | $4.47M | 0.01% | −42,000−14.4% | Reduced |
| Charles Schwab Investment Management Inc | 248,893 | $4.47M | 0.00% | −81,601−24.7% | Reduced |
| Aviva PLC | 246,900 | $4.43M | 0.01% | +246,900 | New |
| Envestnet Asset Management Inc | 238,896 | $4.29M | 0.00% | −260,648−52.2% | Reduced |
| UBS Group AG | 231,388 | $4.15M | 0.00% | +168,691+269.1% | Added |
| Kapitalo Investimentos Ltda | 225,664 | $4.05M | 0.99% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 224,016 | $4.02M | 0.02% | +8,006+3.7% | Added |
| Sagil Capital LLP | 215,000 | $3.86M | 3.93% | +215,000 | New |
| Absolute Gestao de Investimentos Ltda. | 213,892 | $3.84M | 1.30% | +213,892 | New |
| Natixis | 212,396 | $3.81M | 0.02% | +212,396 | New |
| Schroder Investment Management Group | 200,225 | $3.59M | 0.00% | −6,403,455−97.0% | Reduced |
| Meritage Portfolio Management | 189,864 | $3.41M | 0.21% | −8,541−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 188,867 | $3.39M | 0.01% | 00.0% | Unchanged |
| Barings LLC | 180,900 | $3.25M | 0.08% | +180,900 | New |
| Mitsubishi UFJ Trust & Banking Corp | 178,852 | $3.21M | 0.01% | +58,217+48.3% | Added |
| Grandeur Peak Global Advisors, LLC | 176,192 | $3.16M | 0.26% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 174,396 | $3.13M | 0.07% | −14,505−7.7% | Reduced |
| Public Employees Retirement System of Ohio | 173,630 | $3.11M | 0.01% | +173,630 | New |
| Bank of Nova Scotia | 168,152 | $3.02M | 0.01% | −181,995−52.0% | Reduced |
| Jane Street Group, LLC | 155,247 | $2.79M | 0.00% | −3,758,102−96.0% | Reduced |
| First Trust Advisors LP | 149,425 | $2.68M | 0.00% | +25,047+20.1% | Added |
| Harding Loevner LP | 148,706 | $2.67M | 0.02% | −14,013,301−98.9% | Reduced |
| Alliancebernstein L.P. | 143,979 | $2.58M | 0.00% | +2,282+1.6% | Added |
| Korea Investment CORP | 139,000 | $2.49M | 0.01% | +139,000 | New |
| Point72 Asset Management, L.P. | 135,070 | $2.42M | 0.01% | +78,770+139.9% | Added |