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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 174,396 | $3.13M | 0.07% | −14,505−7.7% | Reduced |
| Grandeur Peak Global Advisors, LLC | 176,192 | $3.16M | 0.26% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 178,852 | $3.21M | 0.01% | +58,217+48.3% | Added |
| Barings LLC | 180,900 | $3.25M | 0.08% | +180,900 | New |
| State Board of Administration of Florida Retirement System | 188,867 | $3.39M | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 189,864 | $3.41M | 0.21% | −8,541−4.3% | Reduced |
| Schroder Investment Management Group | 200,225 | $3.59M | 0.00% | −6,403,455−97.0% | Reduced |
| Natixis | 212,396 | $3.81M | 0.02% | +212,396 | New |
| Absolute Gestao de Investimentos Ltda. | 213,892 | $3.84M | 1.30% | +213,892 | New |
| Sagil Capital LLP | 215,000 | $3.86M | 3.93% | +215,000 | New |
| Treasurer of the State of North Carolina | 224,016 | $4.02M | 0.02% | +8,006+3.7% | Added |
| Kapitalo Investimentos Ltda | 225,664 | $4.05M | 0.99% | 00.0% | Unchanged |
| UBS Group AG | 231,388 | $4.15M | 0.00% | +168,691+269.1% | Added |
| Envestnet Asset Management Inc | 238,896 | $4.29M | 0.00% | −260,648−52.2% | Reduced |
| Aviva PLC | 246,900 | $4.43M | 0.01% | +246,900 | New |
| Charles Schwab Investment Management Inc | 248,893 | $4.47M | 0.00% | −81,601−24.7% | Reduced |
| New York State Common Retirement Fund | 249,347 | $4.47M | 0.01% | −42,000−14.4% | Reduced |
| Loomis Sayles & Co L P | 264,782 | $4.75M | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 269,379 | $4.83M | 0.01% | +269,379 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 301,105 | $5.40M | 0.01% | +301,105 | New |
| Handelsbanken Fonder AB | 313,731 | $5.63M | 0.02% | −81,035−20.5% | Reduced |
| Acadian Asset Management LLC | 316,132 | $5.67M | 0.02% | +316,132 | New |
| Public Sector Pension Investment Board | 316,900 | $5.69M | 0.03% | +316,900 | New |
| Voya Investment Management LLC | 332,053 | $5.96M | 0.01% | −15,243−4.4% | Reduced |
| Engineers Gate Manager LP | 342,652 | $6.15M | 0.12% | +342,652 | New |
| Invesco Ltd. | 364,438 | $6.54M | 0.00% | −1,062,906−74.5% | Reduced |
| Jarislowsky, Fraser Ltd | 376,523 | $6.75M | 0.04% | +32,374+9.4% | Added |
| Rhumbline Advisers | 414,420 | $7.43M | 0.01% | +57,538+16.1% | Added |
| Russell Investments Group, Ltd. | 420,565 | $7.54M | 0.01% | +105,014+33.3% | Added |
| Amundi | 460,186 | $8.13M | 0.00% | +458,788+32,817.5% | Added |
| Robeco Institutional Asset Management B.V. | 476,147 | $8.54M | 0.02% | +204,851+75.5% | Added |
| Deutsche Bank AG | 476,251 | $8.54M | 0.00% | +394,630+483.5% | Added |
| Cubist Systematic Strategies, LLC | 497,452 | $8.92M | 0.14% | +5,490+1.1% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 510,764 | $9.16M | 0.15% | +510,764 | New |
| Earnest Partners LLC | 536,104 | $9.62M | 0.04% | −7,108−1.3% | Reduced |
| Sustainable Growth Advisers, LP | 549,954 | $9.87M | 0.04% | −705,789−56.2% | Reduced |
| Fourth Sail Capital LP | 558,900 | $10.0M | 2.52% | +558,900 | New |
| SEI Investments Co | 560,747 | $10.1M | 0.01% | −73,096−11.5% | Reduced |
| Trexquant Investment LP | 566,370 | $10.2M | 0.13% | +566,370 | New |
| Itau Unibanco Holding S.A. | 583,671 | $10.5M | 0.34% | +583,671 | New |
| Janney Montgomery Scott LLC | 654,557 | $11.7M | 0.03% | +56,187+9.4% | Added |
| SPX Equities Gestao de Recursos Ltda | 734,861 | $13.2M | 1.76% | +734,861 | New |
| California Public Employees Retirement System | 745,868 | $13.4M | 0.01% | +40,206+5.7% | Added |
| British Columbia Investment Management Corp | 784,900 | $14.1M | 0.08% | +784,900 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 787,651 | $14.1M | 0.01% | +787,651 | New |
| Armor Advisors, L.L.C. | 815,760 | $14.6M | 12.16% | −89,320−9.9% | Reduced |
| Manufacturers Life Insurance Company, The | 837,603 | $15.0M | 0.01% | +808,950+2,823.3% | Added |
| Swiss National Bank | 842,464 | $15.1M | 0.01% | +842,464 | New |
| Nordea Investment Management AB | 997,876 | $18.0M | 0.02% | −472,834−32.2% | Reduced |
| Twinbeech Capital LP | 1,043,342 | $18.7M | 0.36% | +1,043,342 | New |
| Northern Trust Corp | 1,058,364 | $19.0M | 0.00% | +233,487+28.3% | Added |
| Ameriprise Financial Inc | 1,218,951 | $21.4M | 0.01% | +22,431+1.9% | Added |
| INCA Investments LLC | 1,319,150 | $23.7M | 10.10% | 00.0% | Unchanged |
| Man Group plc | 1,328,460 | $23.8M | 0.07% | +312,719+30.8% | Added |
| Truxt Investmentos Ltda. | 1,378,658 | $24.7M | 16.64% | +368,943+36.5% | Added |
| Jennison Associates LLC | 1,509,578 | $27.1M | 0.02% | +687,587+83.6% | Added |
| Goldman Sachs Group Inc | 1,597,912 | $28.7M | 0.01% | +809,252+102.6% | Added |
| Voloridge Investment Management, LLC | 1,598,969 | $28.7M | 0.10% | −407,772−20.3% | Reduced |
| Bamco Inc | 1,622,997 | $29.1M | 0.08% | −359,508−18.1% | Reduced |
| UBS Asset Management Americas Inc | 1,697,264 | $30.4M | 0.01% | +1,346,560+384.0% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 1,739,138 | $31.2M | 23.45% | +869,685+100.0% | Added |
| Citigroup Inc | 2,102,177 | $37.7M | 0.03% | +1,786,022+564.9% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 2,210,874 | $39.7M | 33.56% | −46,001−2.0% | Reduced |
| Nuveen Asset Management, LLC | 2,310,110 | $41.4M | 0.01% | −21,691−0.9% | Reduced |
| Legal & General Group Plc | 2,386,144 | $42.8M | 0.01% | +2,044,034+597.5% | Added |
| JPMorgan Chase & Co | 2,526,214 | $45.3M | 0.00% | +2,316,389+1,104.0% | Added |
| Millennium Management LLC | 2,532,408 | $45.4M | 0.04% | −3,783,049−59.9% | Reduced |
| Ninety One UK Ltd | 2,534,435 | $45.5M | 0.12% | −28,235−1.1% | Reduced |
| Alkeon Capital Management LLC | 2,612,443 | $46.9M | 0.26% | −2,290−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 3,192,121 | $57.3M | 0.07% | +121,267+3.9% | Added |
| Seafarer Capital Partners, LLC | 3,605,000 | $64.7M | 18.50% | +150,000+4.3% | Added |
| Wellington Management Group LLP | 4,330,839 | $77.7M | 0.01% | −61,128−1.4% | Reduced |
| Morgan Stanley | 4,331,854 | $77.7M | 0.01% | +1,310,426+43.4% | Added |
| Bank of New York Mellon Corp | 4,366,556 | $78.3M | 0.01% | +240,904+5.8% | Added |
| Geode Capital Management, LLC | 4,397,967 | $78.6M | 0.01% | +1,999,332+83.4% | Added |
| Fisher Asset Management, LLC | 4,461,267 | $80.0M | 0.03% | +1,750,256+64.6% | Added |
| Marshall Wace, LLP | 4,513,027 | $81.0M | 0.11% | +737,104+19.5% | Added |
| Norges Bank | 4,899,158 | $87.9M | 0.01% | +578,220+13.4% | Added |
| Bank of America Corp | 5,110,306 | $91.7M | 0.01% | +3,133,976+158.6% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 7,101,111 | $127.4M | 18.19% | +2,731,261+62.5% | Added |
| Canada Pension Plan Investment Board | 8,324,262 | $149.3M | 0.14% | +135,400+1.7% | Added |
| Sands Capital Management, LLC | 8,705,724 | $156.2M | 0.47% | −249,510−2.8% | Reduced |
| State Street Corp | 8,768,675 | $157.3M | 0.01% | +4,533,899+107.1% | Added |
| Vanguard Group Inc | 9,098,981 | $163.2M | 0.00% | +2,425,389+36.3% | Added |
| FIL Ltd | 9,889,772 | $177.4M | 0.16% | +9,889,772 | New |
| FMR LLC | 10,590,681 | $190.0M | 0.01% | −5,870,540−35.7% | Reduced |
| Squadra Investments - Gestao de Recursos Ltda. | 12,082,836 | $216.8M | 57.41% | −220,529−1.8% | Reduced |
| Mawer Investment Management Ltd. | 26,234,383 | $470.6M | 2.14% | +6,712,366+34.4% | Added |
| General Atlantic LLC | 29,617,733 | $531.3M | 15.11% | 00.0% | Unchanged |
| Capital World Investors | 30,606,282 | $549.1M | 0.09% | +1,859,389+6.5% | Added |
| Dodge & Cox | 34,861,745 | $625.4M | 0.35% | +508,900+1.5% | Added |
| BlackRock, Inc. | 43,470,134 | $779.9M | 0.02% | +43,470,134 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,378,290−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −2,228,957−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,289,376−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −424,713−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −311,501−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −309,225−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −174,000−100.0% | Sold out |