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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 17,999 | $322.9K | 0.00% | +6,996+63.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,222 | $326.9K | 0.00% | +18,222 | New |
| Malaga Cove Capital, LLC | 18,557 | $332.9K | 0.13% | +18,557 | New |
| Kestra Advisory Services, LLC | 19,413 | $348.3K | 0.00% | −1,585−7.5% | Reduced |
| Private Advisor Group, LLC | 19,618 | $352.0K | 0.00% | +276+1.4% | Added |
| Quantbot Technologies LP | 19,698 | $353.4K | 0.01% | −17,056−46.4% | Reduced |
| Xponance, Inc. | 19,983 | $358.5K | 0.00% | +818+4.3% | Added |
| DRW Securities, LLC | 20,031 | $359.4K | 0.02% | +20,031 | New |
| Wells Fargo & Company | 20,356 | $365.2K | 0.00% | −8,775−30.1% | Reduced |
| Tandem Capital Management Corp | 20,956 | $376.0K | 0.20% | −2,700−11.4% | Reduced |
| Utah Retirement Systems | 21,900 | $392.9K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 22,066 | $395.9K | 0.00% | −1,415−6.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,100 | $396.5K | 0.00% | +22,100 | New |
| Amalgamated Bank | 22,239 | $399.0K | 0.00% | −50,112−69.3% | Reduced |
| Maryland State Retirement & Pension System | 23,319 | $418.3K | 0.01% | −8,466−26.6% | Reduced |
| Kestra Private Wealth Services, LLC | 23,670 | $424.6K | 0.01% | +2,930+14.1% | Added |
| Raymond James & Associates | 23,806 | $427.1K | 0.00% | +2,360+11.0% | Added |
| Stratos Wealth Partners, LTD. | 24,236 | $434.8K | 0.01% | +2,813+13.1% | Added |
| Ethic Inc. | 17,777 | $456.2K | 0.01% | +1,047+6.3% | Added |
| Two Sigma Advisers, LP | 25,628 | $459.8K | 0.00% | −487,800−95.0% | Reduced |
| Tudor Investment Corp Et Al | 26,409 | $473.8K | 0.01% | +26,409 | New |
| Danske Bank A/S | 26,600 | $477.2K | 0.00% | +26,600 | New |
| Principal Financial Group Inc | 27,141 | $486.9K | 0.00% | −3,221−10.6% | Reduced |
| Susquehanna International Group, LLP | 27,339 | $490.5K | 0.00% | −1,674,968−98.4% | Reduced |
| Park Avenue Securities LLC | 27,643 | $496.0K | 0.01% | +2,635+10.5% | Added |
| Legacy Wealth Asset Management, LLC | 27,744 | $497.7K | 0.13% | +328+1.2% | Added |
| DnB Asset Management AS | 28,166 | $505.3K | 0.00% | +28,166 | New |
| Gulf International Bank (UK) Ltd | 28,341 | $508.0K | 0.01% | +28,341 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 28,523 | $511.7K | 0.00% | +28,523 | New |
| Citadel Advisors LLC | 28,977 | $519.8K | 0.00% | −74,938−72.1% | Reduced |
| Macquarie Group Ltd | 29,739 | $533.5K | 0.00% | +29,739 | New |
| California State Teachers Retirement System | 29,957 | $537.4K | 0.00% | +169+0.6% | Added |
| Credit Agricole S A | 30,080 | $539.6K | 0.00% | +5,159+20.7% | Added |
| Prudential Financial Inc | 32,241 | $578.4K | 0.00% | +14,923+86.2% | Added |
| PDT Partners, LLC | 32,738 | $587.3K | 0.05% | +32,738 | New |
| Verition Fund Management LLC | 33,273 | $596.9K | 0.00% | −354,062−91.4% | Reduced |
| Magnetar Financial LLC | 33,967 | $609.4K | 0.01% | −2,311−6.4% | Reduced |
| Oak Thistle LLC | 34,023 | $610.4K | 0.20% | +5,859+20.8% | Added |
| nVerses Capital, LLC | 36,300 | $651.2K | 0.30% | +36,300 | New |
| VPR Management LLC | 37,068 | $665.0K | 0.23% | 00.0% | Unchanged |
| Weiss Asset Management LP | 37,636 | $675.2K | 0.02% | +37,636 | New |
| Oaktree Fund Advisors, LLC | 37,807 | $678.3K | 0.77% | +37,807 | New |
| Raymond James Financial Services Advisors, Inc. | 38,321 | $687.5K | 0.00% | +23,483+158.3% | Added |
| Ossiam | 38,582 | $692.2K | 0.01% | +23,828+161.5% | Added |
| Cetera Investment Advisers | 40,249 | $722.1K | 0.00% | +3,344+9.1% | Added |
| Stifel Financial Corp | 41,314 | $741.2K | 0.00% | −3,679−8.2% | Reduced |
| Creative Planning | 42,115 | $755.5K | 0.00% | +16,949+67.3% | Added |
| Marshall Financial Group LLC | 42,160 | $756.4K | 0.18% | +1,761+4.4% | Added |
| Nomura Asset Management Co Ltd | 42,750 | $766.9K | 0.00% | +41,700+3,971.4% | Added |
| Asset Management One Co.,Ltd. | 45,772 | $821.1K | 0.00% | +45,772 | New |
| Mangrove Partners | 46,377 | $832.0K | 0.08% | +46,377 | New |
| Banco BTG Pactual S.A. | 47,246 | $847.6K | 0.22% | −566,187−92.3% | Reduced |
| Cloverfields Capital Group, LP | 49,154 | $881.8K | 0.28% | −8,583−14.9% | Reduced |
| Global Endowment Management, LP | 49,154 | $881.8K | 0.09% | +49,154 | New |
| APG Asset Management N.V. | 55,300 | $888.9K | 0.01% | +55,300 | New |
| Walleye Trading LLC | 49,584 | $889.5K | 0.02% | −74,095−59.9% | Reduced |
| Seven Eight Capital, LP | 49,759 | $892.7K | 0.08% | +49,759 | New |
| Strategic Global Advisors, LLC | 51,624 | $926.1K | 0.18% | +51,624 | New |
| Qsemble Capital Management, LP | 51,926 | $931.6K | 0.17% | +51,926 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 56,200 | $1.01M | 0.00% | +56,200 | New |
| Diversified Trust Co | 64,462 | $1.16M | 0.03% | +64,462 | New |
| Exchange Traded Concepts, LLC | 64,767 | $1.16M | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 65,465 | $1.17M | 0.00% | −1,611−2.4% | Reduced |
| L2 Asset Management, LLC | 65,674 | $1.18M | 0.32% | +10,316+18.6% | Added |
| Walleye Capital LLC | 68,599 | $1.23M | 0.01% | +53,599+357.3% | Added |
| Nebula Research & Development LLC | 68,720 | $1.23M | 0.15% | +54,470+382.2% | Added |
| Toroso Investments, LLC | 69,850 | $1.25M | 0.01% | +69,850 | New |
| GTS Securities LLC | 72,552 | $1.30M | 0.03% | +47,962+195.0% | Added |
| Brevan Howard Capital Management LP | 72,642 | $1.30M | 0.06% | +72,642 | New |
| BTG Pactual Asset Management US LLC | 74,028 | $1.33M | 0.19% | −74,276−50.1% | Reduced |
| Teza Capital Management LLC | 75,583 | $1.36M | 0.15% | −104,297−58.0% | Reduced |
| Two Sigma Investments, LP | 76,077 | $1.36M | 0.00% | +76,077 | New |
| Caisse de Depot Et Placement du Quebec | 76,700 | $1.38M | 0.00% | +63,800+494.6% | Added |
| Royal Bank of Canada | 78,821 | $1.41M | 0.00% | −63,048−44.4% | Reduced |
| HSBC Holdings PLC | 79,852 | $1.44M | 0.00% | +65,611+460.7% | Added |
| Federation des caisses Desjardins du Quebec | 82,912 | $1.49M | 0.01% | +500+0.6% | Added |
| Capital Fund Management S.A. | 86,678 | $1.56M | 0.02% | −56,010−39.3% | Reduced |
| Jump Financial, LLC | 88,000 | $1.58M | 0.03% | +49,832+130.6% | Added |
| Squarepoint Ops LLC | 90,550 | $1.62M | 0.01% | −538,499−85.6% | Reduced |
| KBC Group NV | 90,562 | $1.63M | 0.00% | +90,562 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,010 | $1.63M | 0.00% | +91,010 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 91,200 | $1.64M | 0.01% | +91,200 | New |
| American Century Companies Inc | 92,256 | $1.66M | 0.00% | −197,708−68.2% | Reduced |
| Centiva Capital, LP | 97,036 | $1.74M | 0.08% | +97,036 | New |
| Verde Servicos Internacionais S.A. | 98,990 | $1.78M | 0.82% | +78,990+395.0% | Added |
| Resona Asset Management Co.,Ltd. | 104,332 | $1.87M | 0.01% | +104,332 | New |
| Bayesian Capital Management, LP | 106,600 | $1.91M | 0.22% | +48,000+81.9% | Added |
| National Pension Service | 108,200 | $1.94M | 0.00% | +108,200 | New |
| Advisor Group Holdings, Inc. | 111,508 | $2.00M | 0.00% | +28,529+34.4% | Added |
| Franklin Resources Inc | 117,251 | $2.11M | 0.00% | +67,663+136.5% | Added |
| Price T Rowe Associates Inc | 124,202 | $2.23M | 0.00% | +25,817+26.2% | Added |
| Teacher Retirement System of Texas | 126,669 | $2.27M | 0.01% | +126,669 | New |
| Point72 Asset Management, L.P. | 135,070 | $2.42M | 0.01% | +78,770+139.9% | Added |
| Korea Investment CORP | 139,000 | $2.49M | 0.01% | +139,000 | New |
| Alliancebernstein L.P. | 143,979 | $2.58M | 0.00% | +2,282+1.6% | Added |
| Harding Loevner LP | 148,706 | $2.67M | 0.02% | −14,013,301−98.9% | Reduced |
| First Trust Advisors LP | 149,425 | $2.68M | 0.00% | +25,047+20.1% | Added |
| Jane Street Group, LLC | 155,247 | $2.79M | 0.00% | −3,758,102−96.0% | Reduced |
| Bank of Nova Scotia | 168,152 | $3.02M | 0.01% | −181,995−52.0% | Reduced |
| Public Employees Retirement System of Ohio | 173,630 | $3.11M | 0.01% | +173,630 | New |