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 |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $54 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3 | $54 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $72 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 6 | $108 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $179 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 14 | $252 | 0.00% | +14 | New |
| Capital Performance Advisors LLP | 15 | $269 | 0.00% | +15 | New |
| Mather Group, LLC. | 38 | $681 | 0.00% | −868−95.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $685 | 0.00% | −10−20.8% | Reduced |
| Creekmur Asset Management LLC | 39 | $700 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 48 | $862 | 0.00% | +21+77.8% | Added |
| Massmutual Trust Co FSB | 50 | $897 | 0.00% | +37+284.6% | Added |
| Assetmark, Inc | 53 | $951 | 0.00% | −53−50.0% | Reduced |
| Abich Financial Wealth Management LLC | 59 | $1.06K | 0.00% | −4,150−98.6% | Reduced |
| Operose Advisors LLC | 61 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $1.24K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 78 | $1.40K | 0.00% | −6−7.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 83 | $1.48K | 0.00% | +83 | New |
| Parkside Financial Bank & Trust | 86 | $1.54K | 0.00% | +12+16.2% | Added |
| Park Place Capital Corp | 103 | $1.85K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 105 | $1.89K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 107 | $1.92K | 0.00% | −261−70.9% | Reduced |
| National Bank of Canada | 108 | $1.94K | 0.00% | −48,798−99.8% | Reduced |
| Bryn Mawr Trust Co | 111 | $1.99K | 0.00% | +111 | New |
| FinTrust Capital Advisors, LLC | 158 | $2.83K | 0.00% | −174−52.4% | Reduced |
| Umb Bank N A | 168 | $3.01K | 0.00% | −1,377−89.1% | Reduced |
| Rakuten Securities, Inc. | 202 | $3.62K | 0.00% | −430−68.0% | Reduced |
| Investors Research Corp | 204 | $3.66K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 205 | $3.68K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 223 | $4.00K | 0.00% | +223 | New |
| Allworth Financial LP | 230 | $4.13K | 0.00% | +65+39.4% | Added |
| Huntington National Bank | 345 | $6.19K | 0.00% | +330+2,200.0% | Added |
| Fifth Third Bancorp | 376 | $6.75K | 0.00% | −42,999−99.1% | Reduced |
| Venturi Wealth Management, LLC | 534 | $9.58K | 0.00% | +534 | New |
| Hilltop National Bank | 583 | $10.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 584 | $10.5K | 0.00% | −803−57.9% | Reduced |
| Pinnacle Bancorp, Inc. | 592 | $10.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 636 | $11.4K | 0.00% | +349+121.6% | Added |
| Quent Capital, LLC | 740 | $13.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 755 | $13.3K | 0.00% | +462+157.7% | Added |
| TD Private Client Wealth LLC | 861 | $15.4K | 0.00% | −2,844−76.8% | Reduced |
| Skopos Labs, Inc. | 895 | $16.1K | 0.01% | +895 | New |
| Allspring Global Investments Holdings, LLC | 927 | $16.6K | 0.00% | −175−15.9% | Reduced |
| GWM Advisors LLC | 1,003 | $18.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,168 | $21.0K | 0.00% | +1,021+694.6% | Added |
| GAMMA Investing LLC | 1,423 | $25.5K | 0.00% | +113+8.6% | Added |
| Lindbrook Capital, LLC | 1,453 | $26.1K | 0.00% | +283+24.2% | Added |
| Smartleaf Asset Management LLC | 1,546 | $28.1K | 0.00% | +682+78.9% | Added |
| EverSource Wealth Advisors, LLC | 1,723 | $30.9K | 0.00% | −806−31.9% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $33.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,961 | $35.2K | 0.00% | +1,263+180.9% | Added |
| Grove Bank & Trust | 2,086 | $37.4K | 0.01% | +180+9.4% | Added |
| Leonteq Securities AG | 2,586 | $46.4K | 0.01% | −1,016−28.2% | Reduced |
| Lazard Asset Management LLC | 2,813 | $50.0K | 0.00% | +2,813 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,771 | $50.4K | 0.00% | +63+2.3% | Added |
| Global Retirement Partners, LLC | 3,214 | $57.7K | 0.00% | +513+19.0% | Added |
| Group One Trading, L.P. | 3,350 | $60.1K | 0.00% | +3,350 | New |
| Corebridge Financial, Inc. | 3,522 | $63.2K | 0.00% | −116−3.2% | Reduced |
| Principal Securities, Inc. | 3,747 | $67.2K | 0.00% | +559+17.5% | Added |
| The PNC Financial Services Group, Inc. | 4,689 | $84.1K | 0.00% | −1,954−29.4% | Reduced |
| Quadrant Capital Group LLC | 4,948 | $88.8K | 0.01% | −1,860−27.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,018 | $90.0K | 0.00% | −107,593−95.5% | Reduced |
| Storebrand Asset Management AS | 5,202 | $93.3K | 0.00% | −2,446−32.0% | Reduced |
| Signaturefd, LLC | 7,696 | $138.1K | 0.00% | +1,005+15.0% | Added |
| Quarry LP | 8,307 | $149.0K | 0.05% | +2,817+51.3% | Added |
| Covestor Ltd | 8,343 | $150.0K | 0.09% | +981+13.3% | Added |
| MetLife Investment Management | 9,022 | $161.9K | 0.00% | −196−2.1% | Reduced |
| State of Wyoming | 9,497 | $170.4K | 0.02% | +8,167+614.1% | Added |
| Hyperion Capital Advisors LP | 10,000 | $179.4K | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,000 | $179.4K | 0.00% | +10,000 | New |
| Banco Santander, S.A. | 10,108 | $181.3K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 10,579 | $189.8K | 0.00% | −20,735−66.2% | Reduced |
| Cigna Investments Inc | 10,549 | $190.0K | 0.03% | +10,549 | New |
| SG Americas Securities, LLC | 11,053 | $198.0K | 0.00% | +11,053 | New |
| Guggenheim Capital LLC | 11,320 | $203.1K | 0.00% | +11,320 | New |
| US Bancorp | 11,510 | $206.5K | 0.00% | −68,073−85.5% | Reduced |
| Numerai GP LLC | 11,666 | $209.3K | 0.06% | −14,445−55.3% | Reduced |
| PEAK6 Investments LLC | 12,037 | $215.9K | 0.01% | +12,037 | New |
| Atria Investments LLC | 12,275 | $220.2K | 0.00% | −5,503−31.0% | Reduced |
| Baader Bank INC | 12,517 | $224.5K | 0.02% | +17+0.1% | Added |
| LPL Financial LLC | 12,693 | $227.7K | 0.00% | +12,693 | New |
| Applied Finance Capital Management, LLC | 13,215 | $237.1K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 13,530 | $242.7K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 14,076 | $253.7K | 0.00% | +14,076 | New |
| Sterling Capital Management LLC | 14,733 | $264.3K | 0.00% | +14,733 | New |
| Oppenheimer Asset Management Inc. | 15,217 | $273.0K | 0.00% | −62,987−80.5% | Reduced |
| La Banque Postale Asset Management SA | 15,223 | $273.1K | 0.00% | +15,223 | New |
| Assenagon Asset Management S.A. | 15,931 | $285.8K | 0.00% | +15,931 | New |
| Bridgefront Capital, LLC | 15,975 | $286.6K | 0.11% | −23,657−59.7% | Reduced |
| Outlook Wealth Advisors, LLC | 16,152 | $289.8K | 0.08% | +2,603+19.2% | Added |
| STRS Ohio | 16,161 | $289.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 16,365 | $293.6K | 0.00% | +2,792+20.6% | Added |
| Schonfeld Strategic Advisors LLC | 16,550 | $296.9K | 0.00% | −305,170−94.9% | Reduced |
| Harvest Investment Services, LLC | 16,576 | $297.4K | 0.10% | −634−3.7% | Reduced |
| Financial Advocates Investment Management | 17,343 | $311.1K | 0.02% | +1,032+6.3% | Added |
| MML Investors Services, LLC | 17,721 | $318.0K | 0.00% | +362+2.1% | Added |
| Axq Capital, LP | 17,731 | $318.1K | 0.10% | +17,731 | New |
| Boothbay Fund Management, LLC | 17,745 | $318.3K | 0.01% | −4,929−21.7% | Reduced |
| Prudential PLC | 17,911 | $321.3K | 0.00% | +17,911 | New |