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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −167,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −139,768−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −99,786−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −93,924−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −93,600−100.0% | Sold out |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −70,700−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −57,300−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −43,065−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −40,916−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −30,450−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −29,792−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −29,694−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −28,722−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −27,311−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −25,913−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −23,561−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −22,512−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −23,433−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −18,185−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −17,535−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −14,466−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −14,378−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −14,108−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −13,639−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −12,053−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11,906−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −10,917−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,748−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −3,947−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |