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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 20,258 | $278.6K | 0.00% | −561−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 20,300 | $279.1K | 0.00% | +9,600+89.7% | Added |
| LSV Asset Management | 20,600 | $283.0K | 0.00% | +6,500+46.1% | Added |
| Sterling Capital Management LLC | 20,683 | $284.4K | 0.00% | −1,721−7.7% | Reduced |
| Wolverine Trading, LLC | 19,669 | $291.1K | 0.01% | +19,669 | New |
| Principal Financial Group Inc | 21,460 | $295.1K | 0.00% | −948−4.2% | Reduced |
| Utah Retirement Systems | 21,900 | $301.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 22,067 | $303.0K | 0.00% | −172−0.8% | Reduced |
| DRW Securities, LLC | 22,114 | $304.1K | 0.03% | +22,114 | New |
| Boothbay Fund Management, LLC | 23,331 | $320.8K | 0.01% | +7,726+49.5% | Added |
| Xponance, Inc. | 23,595 | $324.4K | 0.00% | +309+1.3% | Added |
| Mariner, LLC | 24,172 | $332.6K | 0.00% | +8,245+51.8% | Added |
| Dauntless Investment Group, LLC | 24,226 | $333.1K | 1.23% | +24,226 | New |
| Outlook Wealth Advisors, LLC | 24,292 | $334.0K | 0.09% | +511+2.1% | Added |
| Stifel Financial Corp | 24,847 | $341.7K | 0.00% | −58,391−70.1% | Reduced |
| Ieq Capital, LLC | 25,921 | $356.4K | 0.00% | +25,921 | New |
| Virginia Retirement Systems Et Al | 26,200 | $360.3K | 0.00% | +26,200 | New |
| LPL Financial LLC | 27,587 | $379.3K | 0.00% | −781−2.8% | Reduced |
| Royal Bank of Canada | 27,896 | $384.0K | 0.00% | −20,770−42.7% | Reduced |
| Capital Fund Management S.A. | 28,083 | $386.1K | 0.00% | +28,083 | New |
| Gulf International Bank (UK) Ltd | 28,341 | $389.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 28,700 | $394.6K | 0.03% | +924+3.3% | Added |
| Susquehanna International Group, LLP | 29,013 | $398.9K | 0.00% | −135,753−82.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,665 | $407.9K | 0.03% | +29,665 | New |
| Macquarie Group Ltd | 30,208 | $415.4K | 0.00% | −9,857−24.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 31,712 | $436.0K | 0.12% | +8,933+39.2% | Added |
| DnB Asset Management AS | 31,831 | $437.7K | 0.00% | +3,665+13.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,334 | $458.3K | 0.00% | +18,565+125.7% | Added |
| Bayesian Capital Management, LP | 33,700 | $463.4K | 0.08% | +33,700 | New |
| Cetera Investment Advisers | 36,478 | $501.6K | 0.00% | +2,331+6.8% | Added |
| VPR Management LLC | 37,068 | $509.7K | 0.25% | 00.0% | Unchanged |
| Prudential PLC | 39,326 | $540.7K | 0.00% | −7,040−15.2% | Reduced |
| Verde Servicos Internacionais S.A. | 40,000 | $550.0K | 0.31% | +40,000 | New |
| Neuberger Berman Group LLC | 41,671 | $573.0K | 0.00% | +19,524+88.2% | Added |
| Two Sigma Securities, LLC | 42,464 | $583.9K | 0.09% | +42,464 | New |
| Wiley Bros.-Aintree Capital, LLC | 39,676 | $591.9K | 0.01% | +22,550+131.7% | Added |
| 111 Capital | 43,392 | $596.6K | 0.12% | +43,392 | New |
| Crossmark Global Holdings, Inc. | 44,608 | $613.4K | 0.01% | −420,126−90.4% | Reduced |
| Nomura Asset Management Co Ltd | 44,800 | $616.0K | 0.00% | +2,050+4.8% | Added |
| Teacher Retirement System of Texas | 45,410 | $624.4K | 0.00% | +45,410 | New |
| Bayforest Capital Ltd | 48,763 | $670.5K | 0.29% | +40,670+502.5% | Added |
| Quantinno Capital Management LP | 49,431 | $679.7K | 0.00% | +30,290+158.2% | Added |
| La Banque Postale Asset Management SA | 49,449 | $679.9K | 0.01% | +4,491+10.0% | Added |
| Acadian Asset Management LLC | 50,809 | $698.0K | 0.00% | −746,224−93.6% | Reduced |
| Teza Capital Management LLC | 53,862 | $740.6K | 0.34% | −243,658−81.9% | Reduced |
| Creative Planning | 53,877 | $740.8K | 0.00% | +31,137+136.9% | Added |
| Cloverfields Capital Group, LP | 54,397 | $748.0K | 0.25% | +1,826+3.5% | Added |
| Ethic Inc. | 53,456 | $756.4K | 0.02% | +28,342+112.9% | Added |
| Jane Street Group, LLC | 55,362 | $761.2K | 0.00% | −394,125−87.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 56,196 | $772.7K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 57,598 | $792.0K | 0.00% | +3,820+7.1% | Added |
| XTX Topco Ltd | 57,711 | $793.5K | 0.04% | +35,477+159.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,993 | $797.0K | 0.00% | +9,545+19.7% | Added |
| Exchange Traded Concepts, LLC | 60,729 | $835.0K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 62,412 | $858.2K | 0.00% | −94,765−60.3% | Reduced |
| Envestnet Asset Management Inc | 64,026 | $880.4K | 0.00% | −21,810−25.4% | Reduced |
| APG Asset Management N.V. | 72,700 | $925.4K | 0.00% | +13,400+22.6% | Added |
| Toroso Investments, LLC | 67,697 | $930.8K | 0.01% | −8,226−10.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 68,000 | $935.0K | 0.01% | 00.0% | Unchanged |
| Novem Group | 68,650 | $943.9K | 0.13% | +18,367+36.5% | Added |
| Two Sigma Advisers, LP | 70,028 | $962.9K | 0.00% | +70,028 | New |
| Fox Run Management, L.L.C. | 70,707 | $972.2K | 0.15% | +48,072+212.4% | Added |
| L2 Asset Management, LLC | 70,955 | $975.6K | 0.20% | +15,492+27.9% | Added |
| Constellation Investimentos e Participacoes Ltda | 73,700 | $1.01M | 2.82% | +73,700 | New |
| Point72 (DIFC) Ltd | 73,768 | $1.01M | 0.10% | +73,768 | New |
| Danske Bank A/S | 76,500 | $1.05M | 0.00% | +13,100+20.7% | Added |
| Storebrand Asset Management AS | 77,141 | $1.06M | 0.00% | +3,189+4.3% | Added |
| Charles Schwab Investment Management Inc | 79,540 | $1.09M | 0.00% | −83,698−51.3% | Reduced |
| Raymond James Financial Inc | 80,112 | $1.10M | 0.00% | +48,198+151.0% | Added |
| California State Teachers Retirement System | 81,054 | $1.11M | 0.00% | +26,710+49.1% | Added |
| Verition Fund Management LLC | 81,617 | $1.12M | 0.01% | −371,013−82.0% | Reduced |
| Marshall Financial Group LLC | 83,487 | $1.15M | 0.25% | +34,809+71.5% | Added |
| Advisor Group Holdings, Inc. | 89,560 | $1.23M | 0.00% | +7,582+9.2% | Added |
| Oak Thistle LLC | 92,644 | $1.27M | 0.26% | +92,644 | New |
| Barclays PLC | 95,762 | $1.32M | 0.00% | −75,308−44.0% | Reduced |
| National Pension Service | 97,581 | $1.34M | 0.00% | −12,119−11.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 105,225 | $1.46M | 0.01% | +17,460+19.9% | Added |
| KBC Group NV | 107,186 | $1.47M | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 111,989 | $1.54M | 0.36% | +111,989 | New |
| KLP Kapitalforvaltning AS | 112,500 | $1.55M | 0.01% | 00.0% | Unchanged |
| Barings LLC | 124,535 | $1.71M | 0.04% | −56,365−31.2% | Reduced |
| American Century Companies Inc | 129,388 | $1.78M | 0.00% | +12,150+10.4% | Added |
| Natixis | 128,849 | $1.80M | 0.01% | +91,156+241.8% | Added |
| BTG Pactual Asset Management US LLC | 140,008 | $1.93M | 0.25% | +140,008 | New |
| HSBC Holdings PLC | 139,210 | $1.94M | 0.00% | +11,219+8.8% | Added |
| Korea Investment CORP | 144,100 | $1.98M | 0.00% | +5,200+3.7% | Added |
| British Columbia Investment Management Corp | 144,900 | $1.99M | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 152,767 | $2.10M | 0.00% | +89,166+140.2% | Added |
| Price T Rowe Associates Inc | 158,342 | $2.18M | 0.00% | +13,402+9.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,710 | $2.20M | 0.01% | +22,500+16.4% | Added |
| Mirabella Financial Services LLP | 170,099 | $2.34M | 0.10% | +110,235+184.1% | Added |
| Squarepoint Ops LLC | 178,864 | $2.46M | 0.01% | −1,860,735−91.2% | Reduced |
| Public Employees Retirement System of Ohio | 181,778 | $2.50M | 0.01% | −282,819−60.9% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 182,708 | $2.51M | 1.10% | +182,708 | New |
| Penserra Capital Management LLC | 183,063 | $2.52M | 0.04% | −10,758−5.6% | Reduced |
| SEI Investments Co | 183,959 | $2.53M | 0.00% | −218,642−54.3% | Reduced |
| Handelsbanken Fonder AB | 190,856 | $2.62M | 0.01% | −73,375−27.8% | Reduced |
| ExodusPoint Capital Management, LP | 193,259 | $2.66M | 0.04% | +193,259 | New |
| Qsemble Capital Management, LP | 196,922 | $2.71M | 0.29% | +157,745+402.6% | Added |
| BW Gestao de Investimentos Ltda. | 200,000 | $2.75M | 0.31% | +200,000 | New |