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, Q4 2024
Institutional positions in XP Inc. as of Dec 31, 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
- 294
- +7 vs. Q3 2024
- Shares held
- 349.4M
- +3.53M (+1.0%) vs. Q3 2024
- Total value
- $4.15B
- −$2.06B (−33.2%) vs. Q3 2024
- New holders
- 66
- 113 more added
- Sold out
- 59
- 88 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $36 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3 | $36 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $36 | 0.00% | +3 | New |
| Federation des caisses Desjardins du Quebec | 6 | $71 | 0.00% | −82,906−100.0% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $72 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $106 | 0.00% | +9 | New |
| Mather Group, LLC. | 10 | $119 | 0.00% | −28−73.7% | Reduced |
| WealthTrak Capital Management LLC | 10 | $119 | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 11 | $130 | 0.00% | −39−78.0% | Reduced |
| Jones Financial Companies LLLP | 11 | $130 | 0.00% | +11 | New |
| New Millennium Group LLC | 15 | $178 | 0.00% | +15 | New |
| Creekmur Asset Management LLC | 17 | $201 | 0.00% | −22−56.4% | Reduced |
| Bruce G. Allen Investments, LLC | 33 | $391 | 0.00% | +33 | New |
| CoreCap Advisors, LLC | 37 | $438 | 0.00% | +37 | New |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $452 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 39 | $462 | 0.00% | −337−89.6% | Reduced |
| Riverview Trust Co | 41 | $486 | 0.00% | +41 | New |
| Huntington National Bank | 59 | $699 | 0.00% | −286−82.9% | Reduced |
| Bell Investment Advisors, Inc | 69 | $818 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 73 | $865 | 0.00% | −682−90.3% | Reduced |
| Whipplewood Advisors, LLC | 75 | $889 | 0.00% | +75 | New |
| IFP Advisors, Inc | 83 | $983 | 0.00% | +5+6.4% | Added |
| Parkside Financial Bank & Trust | 86 | $1.02K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 107 | $1.18K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 103 | $1.22K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 112 | $1.33K | 0.00% | −524−82.4% | Reduced |
| Activest Wealth Management | 112 | $1.33K | 0.00% | +7+6.7% | Added |
| Skopos Labs, Inc. | 117 | $1.39K | 0.00% | −778−86.9% | Reduced |
| Kestra Investment Management, LLC | 123 | $1.46K | 0.00% | +123 | New |
| Allworth Financial LP | 131 | $1.58K | 0.00% | −99−43.0% | Reduced |
| Rakuten Securities, Inc. | 141 | $1.67K | 0.00% | −61−30.2% | Reduced |
| Assetmark, Inc | 143 | $1.70K | 0.00% | +90+169.8% | Added |
| Red Tortoise LLC | 152 | $1.80K | 0.00% | +152 | New |
| Bryn Mawr Trust Co | 161 | $1.91K | 0.00% | +50+45.0% | Added |
| Group One Trading, L.P. | 184 | $2.18K | 0.00% | −3,166−94.5% | Reduced |
| Investors Research Corp | 204 | $2.42K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 210 | $2.49K | 0.00% | +210 | New |
| MV Capital Management, Inc. | 220 | $2.61K | 0.00% | +172+358.3% | Added |
| Geneos Wealth Management Inc. | 358 | $4.24K | 0.00% | +135+60.5% | Added |
| Smartleaf Asset Management LLC | 574 | $6.76K | 0.00% | −972−62.9% | Reduced |
| Pinnacle Bancorp, Inc. | 592 | $7.01K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 786 | $9.31K | 0.00% | −667−45.9% | Reduced |
| GWM Advisors LLC | 1,003 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,075 | $12.7K | 0.00% | −886−45.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,239 | $14.7K | 0.00% | −484−28.1% | Reduced |
| GAMMA Investing LLC | 1,569 | $18.6K | 0.00% | +146+10.3% | Added |
| Provida Pension Fund Administrator | 1,858 | $22.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,929 | $22.9K | 0.00% | +1,929 | New |
| Grove Bank & Trust | 1,979 | $23.5K | 0.00% | −107−5.1% | Reduced |
| SBI Securities Co., Ltd. | 2,151 | $25.5K | 0.00% | +2,151 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,523 | $29.7K | 0.00% | −248−8.9% | Reduced |
| CWM, LLC | 2,851 | $34.0K | 0.00% | +1,683+144.1% | Added |
| FNY Investment Advisers, LLC | 3,400 | $40.0K | 0.02% | +3,400 | New |
| Venturi Wealth Management, LLC | 3,424 | $40.6K | 0.00% | +2,890+541.2% | Added |
| Quadrant Capital Group LLC | 4,663 | $55.3K | 0.00% | −285−5.8% | Reduced |
| Signaturefd, LLC | 5,326 | $63.1K | 0.00% | −2,370−30.8% | Reduced |
| The PNC Financial Services Group, Inc. | 5,722 | $67.8K | 0.00% | +1,033+22.0% | Added |
| Twin Tree Management, LP | 5,861 | $69.5K | 0.00% | +5,861 | New |
| Principal Securities, Inc. | 6,619 | $78.4K | 0.00% | +2,872+76.6% | Added |
| Optiver Holding B.V. | 6,835 | $81.0K | 0.00% | +6,835 | New |
| Covestor Ltd | 6,936 | $82.0K | 0.05% | −1,407−16.9% | Reduced |
| Corebridge Financial, Inc. | 7,495 | $88.8K | 0.00% | +3,973+112.8% | Added |
| Point72 Hong Kong Ltd | 7,640 | $90.5K | 0.01% | +7,640 | New |
| Shell Asset Management Co | 7,674 | $91.0K | 0.00% | +7,674 | New |
| Bayforest Capital Ltd | 8,093 | $95.9K | 0.12% | +8,093 | New |
| Caitong International Asset Management Co., Ltd | 8,947 | $106.0K | 0.10% | +8,947 | New |
| MetLife Investment Management | 8,983 | $106.4K | 0.00% | −39−0.4% | Reduced |
| Simplex Trading, LLC | 9,312 | $110.0K | 0.00% | +9,312 | New |
| Quarry LP | 9,691 | $114.8K | 0.02% | +1,384+16.7% | Added |
| Hyperion Capital Advisors LP | 10,000 | $118.5K | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,027 | $118.8K | 0.00% | +10,027 | New |
| Federated Hermes, Inc. | 10,066 | $119.3K | 0.00% | +10,066 | New |
| MML Investors Services, LLC | 10,255 | $122.0K | 0.00% | −7,466−42.1% | Reduced |
| US Bancorp | 10,377 | $123.0K | 0.00% | −1,133−9.8% | Reduced |
| Wells Fargo & Company | 10,680 | $126.6K | 0.00% | −9,676−47.5% | Reduced |
| Ensign Peak Advisors, Inc | 10,700 | $126.8K | 0.00% | +10,700 | New |
| Petrus Trust Company, LTA | 11,277 | $133.6K | 0.01% | +11,277 | New |
| Fieldview Capital Management, LLC | 11,296 | $133.9K | 0.02% | +11,296 | New |
| Yousif Capital Management, LLC | 11,301 | $133.9K | 0.00% | −6,698−37.2% | Reduced |
| Merit Financial Group, LLC | 11,572 | $137.1K | 0.00% | +11,572 | New |
| Schroder Investment Management Group | 11,740 | $139.1K | 0.00% | −188,485−94.1% | Reduced |
| Tower Research Capital LLC (TRC) | 11,745 | $139.2K | 0.00% | +6,727+134.1% | Added |
| Dynamic Technology Lab Private Ltd | 12,329 | $146.0K | 0.02% | +12,329 | New |
| Leonteq Securities AG | 12,906 | $152.9K | 0.02% | +10,320+399.1% | Added |
| Intech Investment Management LLC | 13,152 | $155.9K | 0.00% | +13,152 | New |
| Alaska Permanent Fund Corp | 13,530 | $160.3K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 14,079 | $166.8K | 0.06% | −1,896−11.9% | Reduced |
| LSV Asset Management | 14,100 | $167.0K | 0.00% | +14,100 | New |
| Assenagon Asset Management S.A. | 14,324 | $169.7K | 0.00% | −1,607−10.1% | Reduced |
| Tudor Investment Corp Et Al | 14,706 | $174.3K | 0.00% | −11,703−44.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,769 | $175.0K | 0.00% | −1,596−9.8% | Reduced |
| Blueshift Asset Management, LLC | 15,522 | $183.9K | 0.07% | +15,522 | New |
| Boothbay Fund Management, LLC | 15,605 | $184.9K | 0.01% | −2,140−12.1% | Reduced |
| Kestra Private Wealth Services, LLC | 15,742 | $186.5K | 0.00% | −7,928−33.5% | Reduced |
| Guggenheim Capital LLC | 15,850 | $187.8K | 0.00% | +4,530+40.0% | Added |
| Mariner, LLC | 15,927 | $188.7K | 0.00% | +15,927 | New |
| First Hawaiian Bank | 16,084 | $190.6K | 0.01% | +16,084 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,266 | $192.8K | 0.00% | −1,956−10.7% | Reduced |
| Tandem Capital Management Corp | 16,513 | $195.7K | 0.10% | −4,443−21.2% | Reduced |