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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 126,669 | $2.27M | 0.01% | +126,669 | New |
| Price T Rowe Associates Inc | 124,202 | $2.23M | 0.00% | +25,817+26.2% | Added |
| Franklin Resources Inc | 117,251 | $2.11M | 0.00% | +67,663+136.5% | Added |
| Advisor Group Holdings, Inc. | 111,508 | $2.00M | 0.00% | +28,529+34.4% | Added |
| National Pension Service | 108,200 | $1.94M | 0.00% | +108,200 | New |
| Bayesian Capital Management, LP | 106,600 | $1.91M | 0.22% | +48,000+81.9% | Added |
| Resona Asset Management Co.,Ltd. | 104,332 | $1.87M | 0.01% | +104,332 | New |
| Verde Servicos Internacionais S.A. | 98,990 | $1.78M | 0.82% | +78,990+395.0% | Added |
| Centiva Capital, LP | 97,036 | $1.74M | 0.08% | +97,036 | New |
| American Century Companies Inc | 92,256 | $1.66M | 0.00% | −197,708−68.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 91,200 | $1.64M | 0.01% | +91,200 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,010 | $1.63M | 0.00% | +91,010 | New |
| KBC Group NV | 90,562 | $1.63M | 0.00% | +90,562 | New |
| Squarepoint Ops LLC | 90,550 | $1.62M | 0.01% | −538,499−85.6% | Reduced |
| Jump Financial, LLC | 88,000 | $1.58M | 0.03% | +49,832+130.6% | Added |
| Capital Fund Management S.A. | 86,678 | $1.56M | 0.02% | −56,010−39.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 82,912 | $1.49M | 0.01% | +500+0.6% | Added |
| HSBC Holdings PLC | 79,852 | $1.44M | 0.00% | +65,611+460.7% | Added |
| Royal Bank of Canada | 78,821 | $1.41M | 0.00% | −63,048−44.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 76,700 | $1.38M | 0.00% | +63,800+494.6% | Added |
| Two Sigma Investments, LP | 76,077 | $1.36M | 0.00% | +76,077 | New |
| Teza Capital Management LLC | 75,583 | $1.36M | 0.15% | −104,297−58.0% | Reduced |
| BTG Pactual Asset Management US LLC | 74,028 | $1.33M | 0.19% | −74,276−50.1% | Reduced |
| Brevan Howard Capital Management LP | 72,642 | $1.30M | 0.06% | +72,642 | New |
| GTS Securities LLC | 72,552 | $1.30M | 0.03% | +47,962+195.0% | Added |
| Toroso Investments, LLC | 69,850 | $1.25M | 0.01% | +69,850 | New |
| Nebula Research & Development LLC | 68,720 | $1.23M | 0.15% | +54,470+382.2% | Added |
| Walleye Capital LLC | 68,599 | $1.23M | 0.01% | +53,599+357.3% | Added |
| L2 Asset Management, LLC | 65,674 | $1.18M | 0.32% | +10,316+18.6% | Added |
| Barclays PLC | 65,465 | $1.17M | 0.00% | −1,611−2.4% | Reduced |
| Exchange Traded Concepts, LLC | 64,767 | $1.16M | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 64,462 | $1.16M | 0.03% | +64,462 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 56,200 | $1.01M | 0.00% | +56,200 | New |
| Qsemble Capital Management, LP | 51,926 | $931.6K | 0.17% | +51,926 | New |
| Strategic Global Advisors, LLC | 51,624 | $926.1K | 0.18% | +51,624 | New |
| Seven Eight Capital, LP | 49,759 | $892.7K | 0.08% | +49,759 | New |
| Walleye Trading LLC | 49,584 | $889.5K | 0.02% | −74,095−59.9% | Reduced |
| APG Asset Management N.V. | 55,300 | $888.9K | 0.01% | +55,300 | New |
| 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 |
| Banco BTG Pactual S.A. | 47,246 | $847.6K | 0.22% | −566,187−92.3% | Reduced |
| Mangrove Partners | 46,377 | $832.0K | 0.08% | +46,377 | New |
| Asset Management One Co.,Ltd. | 45,772 | $821.1K | 0.00% | +45,772 | New |
| Nomura Asset Management Co Ltd | 42,750 | $766.9K | 0.00% | +41,700+3,971.4% | Added |
| Marshall Financial Group LLC | 42,160 | $756.4K | 0.18% | +1,761+4.4% | Added |
| Creative Planning | 42,115 | $755.5K | 0.00% | +16,949+67.3% | Added |
| Stifel Financial Corp | 41,314 | $741.2K | 0.00% | −3,679−8.2% | Reduced |
| Cetera Investment Advisers | 40,249 | $722.1K | 0.00% | +3,344+9.1% | Added |
| Ossiam | 38,582 | $692.2K | 0.01% | +23,828+161.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 38,321 | $687.5K | 0.00% | +23,483+158.3% | Added |
| Oaktree Fund Advisors, LLC | 37,807 | $678.3K | 0.77% | +37,807 | New |
| Weiss Asset Management LP | 37,636 | $675.2K | 0.02% | +37,636 | New |
| VPR Management LLC | 37,068 | $665.0K | 0.23% | 00.0% | Unchanged |
| nVerses Capital, LLC | 36,300 | $651.2K | 0.30% | +36,300 | New |
| Oak Thistle LLC | 34,023 | $610.4K | 0.20% | +5,859+20.8% | Added |
| Magnetar Financial LLC | 33,967 | $609.4K | 0.01% | −2,311−6.4% | Reduced |
| Verition Fund Management LLC | 33,273 | $596.9K | 0.00% | −354,062−91.4% | Reduced |
| PDT Partners, LLC | 32,738 | $587.3K | 0.05% | +32,738 | New |
| Prudential Financial Inc | 32,241 | $578.4K | 0.00% | +14,923+86.2% | Added |
| Credit Agricole S A | 30,080 | $539.6K | 0.00% | +5,159+20.7% | Added |
| California State Teachers Retirement System | 29,957 | $537.4K | 0.00% | +169+0.6% | Added |
| Macquarie Group Ltd | 29,739 | $533.5K | 0.00% | +29,739 | New |
| Citadel Advisors LLC | 28,977 | $519.8K | 0.00% | −74,938−72.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 28,523 | $511.7K | 0.00% | +28,523 | New |
| Gulf International Bank (UK) Ltd | 28,341 | $508.0K | 0.01% | +28,341 | New |
| DnB Asset Management AS | 28,166 | $505.3K | 0.00% | +28,166 | New |
| Legacy Wealth Asset Management, LLC | 27,744 | $497.7K | 0.13% | +328+1.2% | Added |
| Park Avenue Securities LLC | 27,643 | $496.0K | 0.01% | +2,635+10.5% | Added |
| Susquehanna International Group, LLP | 27,339 | $490.5K | 0.00% | −1,674,968−98.4% | Reduced |
| Principal Financial Group Inc | 27,141 | $486.9K | 0.00% | −3,221−10.6% | Reduced |
| Danske Bank A/S | 26,600 | $477.2K | 0.00% | +26,600 | New |
| Tudor Investment Corp Et Al | 26,409 | $473.8K | 0.01% | +26,409 | New |
| Two Sigma Advisers, LP | 25,628 | $459.8K | 0.00% | −487,800−95.0% | Reduced |
| Ethic Inc. | 17,777 | $456.2K | 0.01% | +1,047+6.3% | Added |
| Stratos Wealth Partners, LTD. | 24,236 | $434.8K | 0.01% | +2,813+13.1% | Added |
| Raymond James & Associates | 23,806 | $427.1K | 0.00% | +2,360+11.0% | Added |
| Kestra Private Wealth Services, LLC | 23,670 | $424.6K | 0.01% | +2,930+14.1% | Added |
| Maryland State Retirement & Pension System | 23,319 | $418.3K | 0.01% | −8,466−26.6% | Reduced |
| Amalgamated Bank | 22,239 | $399.0K | 0.00% | −50,112−69.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,100 | $396.5K | 0.00% | +22,100 | New |
| AQR Capital Management LLC | 22,066 | $395.9K | 0.00% | −1,415−6.0% | Reduced |
| Utah Retirement Systems | 21,900 | $392.9K | 0.00% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 20,956 | $376.0K | 0.20% | −2,700−11.4% | Reduced |
| Wells Fargo & Company | 20,356 | $365.2K | 0.00% | −8,775−30.1% | Reduced |
| DRW Securities, LLC | 20,031 | $359.4K | 0.02% | +20,031 | New |
| Xponance, Inc. | 19,983 | $358.5K | 0.00% | +818+4.3% | Added |
| Quantbot Technologies LP | 19,698 | $353.4K | 0.01% | −17,056−46.4% | Reduced |
| Private Advisor Group, LLC | 19,618 | $352.0K | 0.00% | +276+1.4% | Added |
| Kestra Advisory Services, LLC | 19,413 | $348.3K | 0.00% | −1,585−7.5% | Reduced |
| Malaga Cove Capital, LLC | 18,557 | $332.9K | 0.13% | +18,557 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,222 | $326.9K | 0.00% | +18,222 | New |
| Yousif Capital Management, LLC | 17,999 | $322.9K | 0.00% | +6,996+63.6% | Added |
| Prudential PLC | 17,911 | $321.3K | 0.00% | +17,911 | New |
| Boothbay Fund Management, LLC | 17,745 | $318.3K | 0.01% | −4,929−21.7% | Reduced |
| Axq Capital, LP | 17,731 | $318.1K | 0.10% | +17,731 | New |
| MML Investors Services, LLC | 17,721 | $318.0K | 0.00% | +362+2.1% | Added |
| Financial Advocates Investment Management | 17,343 | $311.1K | 0.02% | +1,032+6.3% | Added |
| Harvest Investment Services, LLC | 16,576 | $297.4K | 0.10% | −634−3.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,550 | $296.9K | 0.00% | −305,170−94.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,365 | $293.6K | 0.00% | +2,792+20.6% | Added |