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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 17,126 | $196.3K | 0.00% | +17,126 | New |
| Malaga Cove Capital, LLC | 17,007 | $201.5K | 0.08% | −1,550−8.4% | Reduced |
| Standard Life Aberdeen plc | 17,579 | $209.6K | 0.00% | +3,503+24.9% | Added |
| STRS Ohio | 18,361 | $217.6K | 0.00% | +2,200+13.6% | Added |
| Quantinno Capital Management LP | 19,141 | $226.8K | 0.00% | +19,141 | New |
| Kestra Advisory Services, LLC | 19,854 | $235.3K | 0.00% | +441+2.3% | Added |
| Private Advisor Group, LLC | 20,819 | $246.7K | 0.00% | +1,201+6.1% | Added |
| Crestline Management, LP | 21,705 | $257.2K | 0.01% | +21,705 | New |
| Utah Retirement Systems | 21,900 | $259.5K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 22,147 | $262.4K | 0.00% | +22,147 | New |
| XTX Topco Ltd | 22,234 | $263.5K | 0.02% | +22,234 | New |
| Amalgamated Bank | 22,239 | $264.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 22,404 | $265.5K | 0.00% | +7,671+52.1% | Added |
| Principal Financial Group Inc | 22,408 | $265.5K | 0.00% | −4,733−17.4% | Reduced |
| Numerai GP LLC | 22,604 | $267.9K | 0.07% | +10,938+93.8% | Added |
| Fox Run Management, L.L.C. | 22,635 | $268.2K | 0.05% | +22,635 | New |
| Creative Planning | 22,740 | $269.5K | 0.00% | −19,375−46.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 22,779 | $269.9K | 0.07% | −4,965−17.9% | Reduced |
| IMC-Chicago, LLC | 22,779 | $269.9K | 0.01% | +22,779 | New |
| Xponance, Inc. | 23,286 | $275.9K | 0.00% | +3,303+16.5% | Added |
| Maryland State Retirement & Pension System | 23,319 | $276.3K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 23,781 | $281.8K | 0.08% | +7,629+47.2% | Added |
| Ethic Inc. | 25,114 | $297.6K | 0.01% | +7,337+41.3% | Added |
| Impact Partnership Wealth, LLC | 25,253 | $299.2K | 0.06% | +25,253 | New |
| Twinbeech Capital LP | 25,580 | $303.1K | 0.01% | −1,017,762−97.5% | Reduced |
| Credit Agricole S A | 27,194 | $322.2K | 0.00% | −2,886−9.6% | Reduced |
| Stratos Wealth Partners, LTD. | 27,219 | $322.5K | 0.00% | +2,983+12.3% | Added |
| AQR Capital Management LLC | 27,442 | $323.3K | 0.00% | +5,376+24.4% | Added |
| Financial Advocates Investment Management | 27,776 | $329.1K | 0.02% | +10,433+60.2% | Added |
| DnB Asset Management AS | 28,166 | $333.8K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 28,341 | $335.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 28,368 | $336.2K | 0.00% | +15,675+123.5% | Added |
| Campbell & CO Investment Adviser LLC | 28,610 | $339.0K | 0.03% | +28,610 | New |
| SG Americas Securities, LLC | 30,890 | $366.0K | 0.00% | +19,837+179.5% | Added |
| Raymond James Financial Inc | 31,914 | $378.2K | 0.00% | +31,914 | New |
| Centiva Capital, LP | 32,640 | $386.8K | 0.01% | −64,396−66.4% | Reduced |
| Virtu Financial LLC | 33,103 | $392.0K | 0.02% | +33,103 | New |
| Cetera Investment Advisers | 34,147 | $404.6K | 0.00% | −6,102−15.2% | Reduced |
| VPR Management LLC | 37,068 | $439.3K | 0.23% | 00.0% | Unchanged |
| Natixis | 37,693 | $446.7K | 0.00% | −174,703−82.3% | Reduced |
| Qsemble Capital Management, LP | 39,177 | $464.2K | 0.06% | −12,749−24.6% | Reduced |
| Macquarie Group Ltd | 40,065 | $474.8K | 0.00% | +10,326+34.7% | Added |
| PharVision Advisers, LLC | 41,042 | $486.3K | 0.41% | +41,042 | New |
| Nomura Asset Management Co Ltd | 42,750 | $506.6K | 0.00% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 44,958 | $532.8K | 0.01% | +29,735+195.3% | Added |
| Prudential PLC | 46,366 | $549.4K | 0.00% | +28,455+158.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,448 | $574.0K | 0.00% | −7,752−13.8% | Reduced |
| Royal Bank of Canada | 48,666 | $576.0K | 0.00% | −30,155−38.3% | Reduced |
| Marshall Financial Group LLC | 48,678 | $576.8K | 0.14% | +6,518+15.5% | Added |
| Ossiam | 49,457 | $586.1K | 0.01% | +10,875+28.2% | Added |
| Novem Group | 50,283 | $595.9K | 0.09% | +50,283 | New |
| Nebula Research & Development LLC | 50,737 | $601.2K | 0.07% | −17,983−26.2% | Reduced |
| Global Endowment Management, LP | 51,263 | $607.5K | 0.08% | +2,109+4.3% | Added |
| Cloverfields Capital Group, LP | 52,571 | $623.0K | 0.20% | +3,417+7.0% | Added |
| California State Teachers Retirement System | 54,344 | $644.0K | 0.00% | +24,387+81.4% | Added |
| Asset Management One Co.,Ltd. | 53,778 | $649.6K | 0.00% | +8,006+17.5% | Added |
| L2 Asset Management, LLC | 55,463 | $657.2K | 0.14% | −10,211−15.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 56,196 | $662.0K | 0.00% | +34,096+154.3% | Added |
| APG Asset Management N.V. | 59,300 | $678.6K | 0.00% | +4,000+7.2% | Added |
| Mirabella Financial Services LLP | 59,864 | $709.4K | 0.06% | +59,864 | New |
| Exchange Traded Concepts, LLC | 60,729 | $719.6K | 0.01% | −4,038−6.2% | Reduced |
| Danske Bank A/S | 63,400 | $751.3K | 0.00% | +36,800+138.3% | Added |
| Lazard Asset Management LLC | 63,601 | $753.0K | 0.00% | +60,788+2,161.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 68,000 | $805.8K | 0.00% | +68,000 | New |
| Walleye Trading LLC | 68,656 | $813.6K | 0.02% | +19,072+38.5% | Added |
| Storebrand Asset Management AS | 73,952 | $876.3K | 0.00% | +68,750+1,321.6% | Added |
| Toroso Investments, LLC | 75,923 | $899.7K | 0.01% | +6,073+8.7% | Added |
| Advisor Group Holdings, Inc. | 81,978 | $971.3K | 0.00% | −29,530−26.5% | Reduced |
| Stifel Financial Corp | 83,238 | $986.4K | 0.00% | +41,924+101.5% | Added |
| Envestnet Asset Management Inc | 85,836 | $1.02M | 0.00% | −153,060−64.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 87,765 | $1.04M | 0.01% | −16,567−15.9% | Reduced |
| Edgestream Partners, L.P. | 97,953 | $1.16M | 0.05% | +97,953 | New |
| Walleye Capital LLC | 102,620 | $1.22M | 0.01% | +34,021+49.6% | Added |
| KBC Group NV | 107,186 | $1.27M | 0.00% | +16,624+18.4% | Added |
| National Pension Service | 109,700 | $1.30M | 0.00% | +1,500+1.4% | Added |
| KLP Kapitalforvaltning AS | 112,500 | $1.33M | 0.01% | +112,500 | New |
| Aquatic Capital Management LLC | 115,008 | $1.36M | 0.04% | +115,008 | New |
| American Century Companies Inc | 117,238 | $1.39M | 0.00% | +24,982+27.1% | Added |
| Prudential Financial Inc | 86,060 | $1.43M | 0.00% | +53,819+166.9% | Added |
| Bank of Nova Scotia | 123,752 | $1.47M | 0.00% | −44,400−26.4% | Reduced |
| HSBC Holdings PLC | 127,991 | $1.52M | 0.00% | +48,139+60.3% | Added |
| Jain Global LLC | 133,845 | $1.59M | 0.05% | +133,845 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 137,210 | $1.63M | 0.00% | +46,200+50.8% | Added |
| Korea Investment CORP | 138,900 | $1.65M | 0.00% | −100−0.1% | Reduced |
| Quadrature Capital Ltd | 141,407 | $1.68M | 0.03% | +141,407 | New |
| British Columbia Investment Management Corp | 144,900 | $1.72M | 0.01% | −640,000−81.5% | Reduced |
| Price T Rowe Associates Inc | 144,940 | $1.72M | 0.00% | +20,738+16.7% | Added |
| Magnetar Financial LLC | 152,054 | $1.80M | 0.04% | +118,087+347.7% | Added |
| Grandeur Peak Global Advisors, LLC | 152,979 | $1.81M | 0.16% | −23,213−13.2% | Reduced |
| Manufacturers Life Insurance Company, The | 157,177 | $1.86M | 0.00% | −680,426−81.2% | Reduced |
| Charles Schwab Investment Management Inc | 163,238 | $1.93M | 0.00% | −85,655−34.4% | Reduced |
| Susquehanna International Group, LLP | 164,766 | $1.95M | 0.00% | +137,427+502.7% | Added |
| Barclays PLC | 171,070 | $2.03M | 0.00% | +105,605+161.3% | Added |
| D. E. Shaw & Co., Inc. | 173,013 | $2.05M | 0.00% | −3,019,108−94.6% | Reduced |
| Barings LLC | 180,900 | $2.14M | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 180,949 | $2.14M | 0.04% | −161,703−47.2% | Reduced |
| Penserra Capital Management LLC | 193,821 | $2.30M | 0.04% | +19,425+11.1% | Added |
| Caisse de Depot Et Placement du Quebec | 213,700 | $2.53M | 0.01% | +137,000+178.6% | Added |
| Alliancebernstein L.P. | 215,664 | $2.56M | 0.00% | +71,685+49.8% | Added |
| Renaissance Technologies LLC | 217,000 | $2.57M | 0.00% | +217,000 | New |