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, Q1 2025
Institutional positions in XP Inc. as of Mar 31, 2025. 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
- 296
- +4 vs. Q4 2024
- Shares held
- 340.1M
- −6.85M (−2.0%) vs. Q4 2024
- Total value
- $4.68B
- +$563.3M (+13.7%) vs. Q4 2024
- New holders
- 58
- 127 more added
- Sold out
- 54
- 81 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $41 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $41 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3 | $42 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $83 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 10 | $138 | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 10 | $138 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 20 | $275 | 0.00% | −17−45.9% | Reduced |
| Fifth Third Bancorp | 23 | $316 | 0.00% | −16−41.0% | Reduced |
| Rothschild Investment LLC | 25 | $344 | 0.00% | +25 | New |
| WealthTrak Capital Management LLC | 30 | $413 | 0.00% | +20+200.0% | Added |
| Bruce G. Allen Investments, LLC | 33 | $454 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 37 | $509 | 0.00% | +37 | New |
| Clearstead Advisors, LLC | 47 | $647 | 0.00% | +47 | New |
| IFP Advisors, Inc | 50 | $688 | 0.00% | −33−39.8% | Reduced |
| Huntington National Bank | 59 | $812 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $949 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 58 | $1.00K | 0.00% | −17−22.7% | Reduced |
| CIBC Private Wealth Group, LLC | 107 | $1.36K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 103 | $1.42K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 112 | $1.54K | 0.00% | −5−4.3% | Reduced |
| Rakuten Securities, Inc. | 125 | $1.72K | 0.00% | −16−11.3% | Reduced |
| Anderson Financial Strategies, LLC | 150 | $2.06K | 0.00% | +150 | New |
| National Bank of Canada | 161 | $2.21K | 0.00% | −1,737,089−100.0% | Reduced |
| Bryn Mawr Trust Co | 161 | $2.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 170 | $2.65K | 0.00% | +39+29.8% | Added |
| Investors Research Corp | 204 | $2.81K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 205 | $2.82K | 0.00% | +205 | New |
| Activest Wealth Management | 212 | $2.92K | 0.00% | +100+89.3% | Added |
| MV Capital Management, Inc. | 252 | $3.46K | 0.00% | +32+14.5% | Added |
| Geneos Wealth Management Inc. | 272 | $3.74K | 0.00% | −86−24.0% | Reduced |
| Hexagon Capital Partners LLC | 317 | $4.36K | 0.00% | +317 | New |
| South State Corp. | 355 | $4.88K | 0.00% | +355 | New |
| True Wealth Design, LLC | 392 | $5.39K | 0.00% | +392 | New |
| Farther Finance Advisors, LLC | 381 | $5.39K | 0.00% | +269+240.2% | Added |
| Atlantic Trust, LLC | 429 | $5.90K | 0.00% | +429 | New |
| GWM Advisors LLC | 593 | $8.15K | 0.00% | −410−40.9% | Reduced |
| Boston Private Wealth LLC | 612 | $8.41K | 0.00% | +612 | New |
| Smartleaf Asset Management LLC | 701 | $10.4K | 0.00% | +127+22.1% | Added |
| Lindbrook Capital, LLC | 825 | $11.3K | 0.00% | +39+5.0% | Added |
| Coldstream Capital Management Inc | 966 | $13.3K | 0.00% | +966 | New |
| EverSource Wealth Advisors, LLC | 988 | $13.6K | 0.00% | −251−20.3% | Reduced |
| Massmutual Trust Co FSB | 1,227 | $16.9K | 0.00% | +1,216+11,054.5% | Added |
| Altshuler Shaham Ltd | 1,431 | $19.7K | 0.00% | −498−25.8% | Reduced |
| Versant Capital Management, Inc | 1,619 | $22.3K | 0.00% | +1,619 | New |
| SBI Securities Co., Ltd. | 1,689 | $23.2K | 0.00% | −462−21.5% | Reduced |
| Grove Bank & Trust | 1,847 | $25.4K | 0.00% | −132−6.7% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $25.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,424 | $47.6K | 0.00% | +2,349+218.5% | Added |
| Ronald Blue Trust, Inc. | 4,536 | $62.4K | 0.00% | +4,463+6,113.7% | Added |
| Principal Securities, Inc. | 6,619 | $78.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,120 | $84.2K | 0.00% | +1,457+31.2% | Added |
| Signaturefd, LLC | 6,236 | $85.7K | 0.00% | +910+17.1% | Added |
| GAMMA Investing LLC | 6,894 | $94.8K | 0.01% | +5,325+339.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,923 | $100.4K | 0.00% | +4,400+174.4% | Added |
| Corebridge Financial, Inc. | 7,386 | $101.6K | 0.00% | −109−1.5% | Reduced |
| Leonteq Securities AG | 7,267 | $101.7K | 0.01% | −5,639−43.7% | Reduced |
| Shell Asset Management Co | 7,939 | $109.0K | 0.01% | +265+3.5% | Added |
| CWM, LLC | 8,166 | $112.0K | 0.00% | +5,315+186.4% | Added |
| Point72 Hong Kong Ltd | 8,299 | $114.1K | 0.01% | +659+8.6% | Added |
| The PNC Financial Services Group, Inc. | 8,457 | $116.3K | 0.00% | +2,735+47.8% | Added |
| Clear Street Markets LLC | 8,945 | $123.0K | 0.09% | +8,945 | New |
| MetLife Investment Management | 9,129 | $125.5K | 0.00% | +146+1.6% | Added |
| Rakuten Investment Management, Inc. | 8,910 | $131.9K | 0.00% | +8,910 | New |
| Atria Wealth Solutions, Inc. | 10,000 | $137.5K | 0.00% | +10,000 | New |
| JustInvest LLC | 10,138 | $139.4K | 0.00% | +10,138 | New |
| Federated Hermes, Inc. | 10,670 | $146.7K | 0.00% | +604+6.0% | Added |
| Federation des caisses Desjardins du Quebec | 10,810 | $148.6K | 0.00% | +10,804+180,066.7% | Added |
| GTS Securities LLC | 11,099 | $152.6K | 0.01% | +11,099 | New |
| Quarry LP | 11,321 | $155.7K | 0.04% | +1,630+16.8% | Added |
| Yousif Capital Management, LLC | 11,399 | $156.7K | 0.00% | +98+0.9% | Added |
| Credit Agricole S A | 11,444 | $157.4K | 0.00% | −15,750−57.9% | Reduced |
| Swiss Life Asset Management Ltd | 11,804 | $162.3K | 0.00% | +11,804 | New |
| Wells Fargo & Company | 12,219 | $168.0K | 0.00% | +1,539+14.4% | Added |
| US Bancorp | 12,283 | $168.9K | 0.00% | +1,906+18.4% | Added |
| Snowden Capital Advisors LLC | 12,340 | $169.7K | 0.01% | +2,313+23.1% | Added |
| Intech Investment Management LLC | 12,365 | $170.0K | 0.00% | −787−6.0% | Reduced |
| Prelude Capital Management, LLC | 12,399 | $170.5K | 0.02% | +12,399 | New |
| Dakota Wealth Management | 12,630 | $173.7K | 0.00% | +12,630 | New |
| Merit Financial Group, LLC | 13,252 | $182.2K | 0.00% | +1,680+14.5% | Added |
| Oppenheimer Asset Management Inc. | 13,831 | $190.2K | 0.00% | +13,831 | New |
| Jain Global LLC | 14,178 | $194.9K | 0.00% | −119,667−89.4% | Reduced |
| Entropy Technologies, LP | 14,580 | $200.5K | 0.02% | +14,580 | New |
| Kestra Private Wealth Services, LLC | 14,909 | $205.0K | 0.00% | −833−5.3% | Reduced |
| Hyperion Capital Advisors LP | 15,000 | $206.3K | 0.11% | +5,000+50.0% | Added |
| Standard Life Aberdeen plc | 15,045 | $210.0K | 0.00% | −2,534−14.4% | Reduced |
| Alaska Permanent Fund Corp | 13,530 | $217.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15,870 | $218.0K | 0.15% | +8,934+128.8% | Added |
| Tandem Capital Management Corp | 16,213 | $222.9K | 0.12% | −300−1.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 17,277 | $237.6K | 0.18% | +8,330+93.1% | Added |
| Campbell & CO Investment Adviser LLC | 17,497 | $240.6K | 0.02% | −11,113−38.8% | Reduced |
| Banco Santander, S.A. | 17,578 | $241.7K | 0.00% | +17,578 | New |
| Harvest Fund Management Co., Ltd | 17,604 | $242.0K | 0.01% | +17,604 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,127 | $249.2K | 0.00% | +1,861+11.4% | Added |
| Tower Research Capital LLC (TRC) | 18,204 | $250.3K | 0.01% | +6,459+55.0% | Added |
| Stratos Wealth Partners, LTD. | 18,769 | $258.1K | 0.00% | −8,450−31.0% | Reduced |
| Guggenheim Capital LLC | 18,876 | $259.5K | 0.00% | +3,026+19.1% | Added |
| STRS Ohio | 18,961 | $260.7K | 0.00% | +600+3.3% | Added |
| Maryland State Retirement & Pension System | 19,068 | $262.2K | 0.01% | −4,251−18.2% | Reduced |
| Impact Partnership Wealth, LLC | 19,265 | $264.9K | 0.06% | −5,988−23.7% | Reduced |