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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 15,605 | $184.9K | 0.01% | −2,140−12.1% | Reduced |
| Blueshift Asset Management, LLC | 15,522 | $183.9K | 0.07% | +15,522 | New |
| Wealth Enhancement Advisory Services, LLC | 14,769 | $175.0K | 0.00% | −1,596−9.8% | Reduced |
| Tudor Investment Corp Et Al | 14,706 | $174.3K | 0.00% | −11,703−44.3% | Reduced |
| Assenagon Asset Management S.A. | 14,324 | $169.7K | 0.00% | −1,607−10.1% | Reduced |
| LSV Asset Management | 14,100 | $167.0K | 0.00% | +14,100 | New |
| Bridgefront Capital, LLC | 14,079 | $166.8K | 0.06% | −1,896−11.9% | Reduced |
| Alaska Permanent Fund Corp | 13,530 | $160.3K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 13,152 | $155.9K | 0.00% | +13,152 | New |
| Leonteq Securities AG | 12,906 | $152.9K | 0.02% | +10,320+399.1% | Added |
| Dynamic Technology Lab Private Ltd | 12,329 | $146.0K | 0.02% | +12,329 | New |
| Tower Research Capital LLC (TRC) | 11,745 | $139.2K | 0.00% | +6,727+134.1% | Added |
| Schroder Investment Management Group | 11,740 | $139.1K | 0.00% | −188,485−94.1% | Reduced |
| Merit Financial Group, LLC | 11,572 | $137.1K | 0.00% | +11,572 | New |
| Yousif Capital Management, LLC | 11,301 | $133.9K | 0.00% | −6,698−37.2% | Reduced |
| Fieldview Capital Management, LLC | 11,296 | $133.9K | 0.02% | +11,296 | New |
| Petrus Trust Company, LTA | 11,277 | $133.6K | 0.01% | +11,277 | New |
| Ensign Peak Advisors, Inc | 10,700 | $126.8K | 0.00% | +10,700 | New |
| Wells Fargo & Company | 10,680 | $126.6K | 0.00% | −9,676−47.5% | Reduced |
| US Bancorp | 10,377 | $123.0K | 0.00% | −1,133−9.8% | Reduced |
| MML Investors Services, LLC | 10,255 | $122.0K | 0.00% | −7,466−42.1% | Reduced |
| Federated Hermes, Inc. | 10,066 | $119.3K | 0.00% | +10,066 | New |
| Snowden Capital Advisors LLC | 10,027 | $118.8K | 0.00% | +10,027 | New |
| Hyperion Capital Advisors LP | 10,000 | $118.5K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 9,691 | $114.8K | 0.02% | +1,384+16.7% | Added |
| Simplex Trading, LLC | 9,312 | $110.0K | 0.00% | +9,312 | New |
| MetLife Investment Management | 8,983 | $106.4K | 0.00% | −39−0.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 8,947 | $106.0K | 0.10% | +8,947 | New |
| Bayforest Capital Ltd | 8,093 | $95.9K | 0.12% | +8,093 | New |
| Shell Asset Management Co | 7,674 | $91.0K | 0.00% | +7,674 | New |
| Point72 Hong Kong Ltd | 7,640 | $90.5K | 0.01% | +7,640 | New |
| Corebridge Financial, Inc. | 7,495 | $88.8K | 0.00% | +3,973+112.8% | Added |
| Covestor Ltd | 6,936 | $82.0K | 0.05% | −1,407−16.9% | Reduced |
| Optiver Holding B.V. | 6,835 | $81.0K | 0.00% | +6,835 | New |
| Principal Securities, Inc. | 6,619 | $78.4K | 0.00% | +2,872+76.6% | Added |
| Twin Tree Management, LP | 5,861 | $69.5K | 0.00% | +5,861 | New |
| The PNC Financial Services Group, Inc. | 5,722 | $67.8K | 0.00% | +1,033+22.0% | Added |
| Signaturefd, LLC | 5,326 | $63.1K | 0.00% | −2,370−30.8% | Reduced |
| Quadrant Capital Group LLC | 4,663 | $55.3K | 0.00% | −285−5.8% | Reduced |
| Venturi Wealth Management, LLC | 3,424 | $40.6K | 0.00% | +2,890+541.2% | Added |
| FNY Investment Advisers, LLC | 3,400 | $40.0K | 0.02% | +3,400 | New |
| CWM, LLC | 2,851 | $34.0K | 0.00% | +1,683+144.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,523 | $29.7K | 0.00% | −248−8.9% | Reduced |
| SBI Securities Co., Ltd. | 2,151 | $25.5K | 0.00% | +2,151 | New |
| Grove Bank & Trust | 1,979 | $23.5K | 0.00% | −107−5.1% | Reduced |
| Altshuler Shaham Ltd | 1,929 | $22.9K | 0.00% | +1,929 | New |
| Provida Pension Fund Administrator | 1,858 | $22.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,569 | $18.6K | 0.00% | +146+10.3% | Added |
| EverSource Wealth Advisors, LLC | 1,239 | $14.7K | 0.00% | −484−28.1% | Reduced |
| Parallel Advisors, LLC | 1,075 | $12.7K | 0.00% | −886−45.2% | Reduced |
| GWM Advisors LLC | 1,003 | $11.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 786 | $9.31K | 0.00% | −667−45.9% | Reduced |
| Pinnacle Bancorp, Inc. | 592 | $7.01K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 574 | $6.76K | 0.00% | −972−62.9% | Reduced |
| Geneos Wealth Management Inc. | 358 | $4.24K | 0.00% | +135+60.5% | Added |
| MV Capital Management, Inc. | 220 | $2.61K | 0.00% | +172+358.3% | Added |
| MAI Capital Management | 210 | $2.49K | 0.00% | +210 | New |
| Investors Research Corp | 204 | $2.42K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 184 | $2.18K | 0.00% | −3,166−94.5% | Reduced |
| Bryn Mawr Trust Co | 161 | $1.91K | 0.00% | +50+45.0% | Added |
| Red Tortoise LLC | 152 | $1.80K | 0.00% | +152 | New |
| Assetmark, Inc | 143 | $1.70K | 0.00% | +90+169.8% | Added |
| Rakuten Securities, Inc. | 141 | $1.67K | 0.00% | −61−30.2% | Reduced |
| Allworth Financial LP | 131 | $1.58K | 0.00% | −99−43.0% | Reduced |
| Kestra Investment Management, LLC | 123 | $1.46K | 0.00% | +123 | New |
| Skopos Labs, Inc. | 117 | $1.39K | 0.00% | −778−86.9% | Reduced |
| Activest Wealth Management | 112 | $1.33K | 0.00% | +7+6.7% | Added |
| Farther Finance Advisors, LLC | 112 | $1.33K | 0.00% | −524−82.4% | Reduced |
| Park Place Capital Corp | 103 | $1.22K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 107 | $1.18K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 86 | $1.02K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 83 | $983 | 0.00% | +5+6.4% | Added |
| Whipplewood Advisors, LLC | 75 | $889 | 0.00% | +75 | New |
| Ronald Blue Trust, Inc. | 73 | $865 | 0.00% | −682−90.3% | Reduced |
| Bell Investment Advisors, Inc | 69 | $818 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 59 | $699 | 0.00% | −286−82.9% | Reduced |
| Riverview Trust Co | 41 | $486 | 0.00% | +41 | New |
| Fifth Third Bancorp | 39 | $462 | 0.00% | −337−89.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $452 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 37 | $438 | 0.00% | +37 | New |
| Bruce G. Allen Investments, LLC | 33 | $391 | 0.00% | +33 | New |
| Creekmur Asset Management LLC | 17 | $201 | 0.00% | −22−56.4% | Reduced |
| New Millennium Group LLC | 15 | $178 | 0.00% | +15 | New |
| Massmutual Trust Co FSB | 11 | $130 | 0.00% | −39−78.0% | Reduced |
| Jones Financial Companies LLLP | 11 | $130 | 0.00% | +11 | New |
| Mather Group, LLC. | 10 | $119 | 0.00% | −28−73.7% | Reduced |
| WealthTrak Capital Management LLC | 10 | $119 | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $106 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 6 | $72 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6 | $71 | 0.00% | −82,906−100.0% | Reduced |
| 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 |
| CGC Financial Services, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −2,612,443−100.0% | Sold out |
| Sharp Capital Gestora de Recursos Ltda. | 0 | $0 | 0.00% | −2,210,874−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −1,509,578−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −997,876−100.0% | Sold out |
| Armor Advisors, L.L.C. | 0 | $0 | 0.00% | −815,760−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −734,861−100.0% | Sold out |