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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 173,013 | $2.05M | 0.00% | −3,019,108−94.6% | Reduced |
| Barclays PLC | 171,070 | $2.03M | 0.00% | +105,605+161.3% | Added |
| Susquehanna International Group, LLP | 164,766 | $1.95M | 0.00% | +137,427+502.7% | Added |
| Charles Schwab Investment Management Inc | 163,238 | $1.93M | 0.00% | −85,655−34.4% | Reduced |
| Manufacturers Life Insurance Company, The | 157,177 | $1.86M | 0.00% | −680,426−81.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 152,979 | $1.81M | 0.16% | −23,213−13.2% | Reduced |
| Magnetar Financial LLC | 152,054 | $1.80M | 0.04% | +118,087+347.7% | Added |
| Price T Rowe Associates Inc | 144,940 | $1.72M | 0.00% | +20,738+16.7% | Added |
| British Columbia Investment Management Corp | 144,900 | $1.72M | 0.01% | −640,000−81.5% | Reduced |
| Quadrature Capital Ltd | 141,407 | $1.68M | 0.03% | +141,407 | New |
| Korea Investment CORP | 138,900 | $1.65M | 0.00% | −100−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 137,210 | $1.63M | 0.00% | +46,200+50.8% | Added |
| Jain Global LLC | 133,845 | $1.59M | 0.05% | +133,845 | New |
| HSBC Holdings PLC | 127,991 | $1.52M | 0.00% | +48,139+60.3% | Added |
| Bank of Nova Scotia | 123,752 | $1.47M | 0.00% | −44,400−26.4% | Reduced |
| Prudential Financial Inc | 86,060 | $1.43M | 0.00% | +53,819+166.9% | Added |
| American Century Companies Inc | 117,238 | $1.39M | 0.00% | +24,982+27.1% | Added |
| Aquatic Capital Management LLC | 115,008 | $1.36M | 0.04% | +115,008 | New |
| KLP Kapitalforvaltning AS | 112,500 | $1.33M | 0.01% | +112,500 | New |
| National Pension Service | 109,700 | $1.30M | 0.00% | +1,500+1.4% | Added |
| KBC Group NV | 107,186 | $1.27M | 0.00% | +16,624+18.4% | Added |
| Walleye Capital LLC | 102,620 | $1.22M | 0.01% | +34,021+49.6% | Added |
| Edgestream Partners, L.P. | 97,953 | $1.16M | 0.05% | +97,953 | New |
| Resona Asset Management Co.,Ltd. | 87,765 | $1.04M | 0.01% | −16,567−15.9% | Reduced |
| Envestnet Asset Management Inc | 85,836 | $1.02M | 0.00% | −153,060−64.1% | Reduced |
| Stifel Financial Corp | 83,238 | $986.4K | 0.00% | +41,924+101.5% | Added |
| Advisor Group Holdings, Inc. | 81,978 | $971.3K | 0.00% | −29,530−26.5% | Reduced |
| Toroso Investments, LLC | 75,923 | $899.7K | 0.01% | +6,073+8.7% | Added |
| Storebrand Asset Management AS | 73,952 | $876.3K | 0.00% | +68,750+1,321.6% | Added |
| Walleye Trading LLC | 68,656 | $813.6K | 0.02% | +19,072+38.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 68,000 | $805.8K | 0.00% | +68,000 | New |
| Lazard Asset Management LLC | 63,601 | $753.0K | 0.00% | +60,788+2,161.0% | Added |
| Danske Bank A/S | 63,400 | $751.3K | 0.00% | +36,800+138.3% | Added |
| Exchange Traded Concepts, LLC | 60,729 | $719.6K | 0.01% | −4,038−6.2% | Reduced |
| Mirabella Financial Services LLP | 59,864 | $709.4K | 0.06% | +59,864 | New |
| APG Asset Management N.V. | 59,300 | $678.6K | 0.00% | +4,000+7.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 56,196 | $662.0K | 0.00% | +34,096+154.3% | Added |
| L2 Asset Management, LLC | 55,463 | $657.2K | 0.14% | −10,211−15.5% | Reduced |
| Asset Management One Co.,Ltd. | 53,778 | $649.6K | 0.00% | +8,006+17.5% | Added |
| California State Teachers Retirement System | 54,344 | $644.0K | 0.00% | +24,387+81.4% | Added |
| Cloverfields Capital Group, LP | 52,571 | $623.0K | 0.20% | +3,417+7.0% | Added |
| Global Endowment Management, LP | 51,263 | $607.5K | 0.08% | +2,109+4.3% | Added |
| Nebula Research & Development LLC | 50,737 | $601.2K | 0.07% | −17,983−26.2% | Reduced |
| Novem Group | 50,283 | $595.9K | 0.09% | +50,283 | New |
| Ossiam | 49,457 | $586.1K | 0.01% | +10,875+28.2% | Added |
| Marshall Financial Group LLC | 48,678 | $576.8K | 0.14% | +6,518+15.5% | Added |
| Royal Bank of Canada | 48,666 | $576.0K | 0.00% | −30,155−38.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,448 | $574.0K | 0.00% | −7,752−13.8% | Reduced |
| Prudential PLC | 46,366 | $549.4K | 0.00% | +28,455+158.9% | Added |
| La Banque Postale Asset Management SA | 44,958 | $532.8K | 0.01% | +29,735+195.3% | Added |
| Nomura Asset Management Co Ltd | 42,750 | $506.6K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 41,042 | $486.3K | 0.41% | +41,042 | New |
| Macquarie Group Ltd | 40,065 | $474.8K | 0.00% | +10,326+34.7% | Added |
| Qsemble Capital Management, LP | 39,177 | $464.2K | 0.06% | −12,749−24.6% | Reduced |
| Natixis | 37,693 | $446.7K | 0.00% | −174,703−82.3% | Reduced |
| VPR Management LLC | 37,068 | $439.3K | 0.23% | 00.0% | Unchanged |
| Cetera Investment Advisers | 34,147 | $404.6K | 0.00% | −6,102−15.2% | Reduced |
| Virtu Financial LLC | 33,103 | $392.0K | 0.02% | +33,103 | New |
| Centiva Capital, LP | 32,640 | $386.8K | 0.01% | −64,396−66.4% | Reduced |
| Raymond James Financial Inc | 31,914 | $378.2K | 0.00% | +31,914 | New |
| SG Americas Securities, LLC | 30,890 | $366.0K | 0.00% | +19,837+179.5% | Added |
| Campbell & CO Investment Adviser LLC | 28,610 | $339.0K | 0.03% | +28,610 | New |
| LPL Financial LLC | 28,368 | $336.2K | 0.00% | +15,675+123.5% | Added |
| Gulf International Bank (UK) Ltd | 28,341 | $335.0K | 0.01% | 00.0% | Unchanged |
| DnB Asset Management AS | 28,166 | $333.8K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 27,776 | $329.1K | 0.02% | +10,433+60.2% | Added |
| AQR Capital Management LLC | 27,442 | $323.3K | 0.00% | +5,376+24.4% | Added |
| Stratos Wealth Partners, LTD. | 27,219 | $322.5K | 0.00% | +2,983+12.3% | Added |
| Credit Agricole S A | 27,194 | $322.2K | 0.00% | −2,886−9.6% | Reduced |
| Twinbeech Capital LP | 25,580 | $303.1K | 0.01% | −1,017,762−97.5% | Reduced |
| Impact Partnership Wealth, LLC | 25,253 | $299.2K | 0.06% | +25,253 | New |
| Ethic Inc. | 25,114 | $297.6K | 0.01% | +7,337+41.3% | Added |
| Outlook Wealth Advisors, LLC | 23,781 | $281.8K | 0.08% | +7,629+47.2% | Added |
| Maryland State Retirement & Pension System | 23,319 | $276.3K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 23,286 | $275.9K | 0.00% | +3,303+16.5% | Added |
| 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 |
| Creative Planning | 22,740 | $269.5K | 0.00% | −19,375−46.0% | Reduced |
| Fox Run Management, L.L.C. | 22,635 | $268.2K | 0.05% | +22,635 | New |
| Numerai GP LLC | 22,604 | $267.9K | 0.07% | +10,938+93.8% | Added |
| Principal Financial Group Inc | 22,408 | $265.5K | 0.00% | −4,733−17.4% | Reduced |
| Sterling Capital Management LLC | 22,404 | $265.5K | 0.00% | +7,671+52.1% | Added |
| Amalgamated Bank | 22,239 | $264.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 22,234 | $263.5K | 0.02% | +22,234 | New |
| Neuberger Berman Group LLC | 22,147 | $262.4K | 0.00% | +22,147 | New |
| Utah Retirement Systems | 21,900 | $259.5K | 0.00% | 00.0% | Unchanged |
| Crestline Management, LP | 21,705 | $257.2K | 0.01% | +21,705 | New |
| Private Advisor Group, LLC | 20,819 | $246.7K | 0.00% | +1,201+6.1% | Added |
| Kestra Advisory Services, LLC | 19,854 | $235.3K | 0.00% | +441+2.3% | Added |
| Quantinno Capital Management LP | 19,141 | $226.8K | 0.00% | +19,141 | New |
| STRS Ohio | 18,361 | $217.6K | 0.00% | +2,200+13.6% | Added |
| Standard Life Aberdeen plc | 17,579 | $209.6K | 0.00% | +3,503+24.9% | Added |
| Malaga Cove Capital, LLC | 17,007 | $201.5K | 0.08% | −1,550−8.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,126 | $196.3K | 0.00% | +17,126 | New |
| Tandem Capital Management Corp | 16,513 | $195.7K | 0.10% | −4,443−21.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,266 | $192.8K | 0.00% | −1,956−10.7% | Reduced |
| First Hawaiian Bank | 16,084 | $190.6K | 0.01% | +16,084 | New |
| Mariner, LLC | 15,927 | $188.7K | 0.00% | +15,927 | New |
| Guggenheim Capital LLC | 15,850 | $187.8K | 0.00% | +4,530+40.0% | Added |
| Kestra Private Wealth Services, LLC | 15,742 | $186.5K | 0.00% | −7,928−33.5% | Reduced |