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