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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 18,769 | $258.1K | 0.00% | −8,450−31.0% | Reduced |
| Tower Research Capital LLC (TRC) | 18,204 | $250.3K | 0.01% | +6,459+55.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,127 | $249.2K | 0.00% | +1,861+11.4% | Added |
| Harvest Fund Management Co., Ltd | 17,604 | $242.0K | 0.01% | +17,604 | New |
| Banco Santander, S.A. | 17,578 | $241.7K | 0.00% | +17,578 | New |
| Campbell & CO Investment Adviser LLC | 17,497 | $240.6K | 0.02% | −11,113−38.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 17,277 | $237.6K | 0.18% | +8,330+93.1% | Added |
| Tandem Capital Management Corp | 16,213 | $222.9K | 0.12% | −300−1.8% | Reduced |
| Covestor Ltd | 15,870 | $218.0K | 0.15% | +8,934+128.8% | Added |
| Alaska Permanent Fund Corp | 13,530 | $217.8K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 15,045 | $210.0K | 0.00% | −2,534−14.4% | Reduced |
| Hyperion Capital Advisors LP | 15,000 | $206.3K | 0.11% | +5,000+50.0% | Added |
| Kestra Private Wealth Services, LLC | 14,909 | $205.0K | 0.00% | −833−5.3% | Reduced |
| Entropy Technologies, LP | 14,580 | $200.5K | 0.02% | +14,580 | New |
| Jain Global LLC | 14,178 | $194.9K | 0.00% | −119,667−89.4% | Reduced |
| Oppenheimer Asset Management Inc. | 13,831 | $190.2K | 0.00% | +13,831 | New |
| Merit Financial Group, LLC | 13,252 | $182.2K | 0.00% | +1,680+14.5% | Added |
| Dakota Wealth Management | 12,630 | $173.7K | 0.00% | +12,630 | New |
| Prelude Capital Management, LLC | 12,399 | $170.5K | 0.02% | +12,399 | New |
| Intech Investment Management LLC | 12,365 | $170.0K | 0.00% | −787−6.0% | Reduced |
| Snowden Capital Advisors LLC | 12,340 | $169.7K | 0.01% | +2,313+23.1% | Added |
| US Bancorp | 12,283 | $168.9K | 0.00% | +1,906+18.4% | Added |
| Wells Fargo & Company | 12,219 | $168.0K | 0.00% | +1,539+14.4% | Added |
| Swiss Life Asset Management Ltd | 11,804 | $162.3K | 0.00% | +11,804 | New |
| Credit Agricole S A | 11,444 | $157.4K | 0.00% | −15,750−57.9% | Reduced |
| Yousif Capital Management, LLC | 11,399 | $156.7K | 0.00% | +98+0.9% | Added |
| Quarry LP | 11,321 | $155.7K | 0.04% | +1,630+16.8% | Added |
| GTS Securities LLC | 11,099 | $152.6K | 0.01% | +11,099 | New |
| Federation des caisses Desjardins du Quebec | 10,810 | $148.6K | 0.00% | +10,804+180,066.7% | Added |
| Federated Hermes, Inc. | 10,670 | $146.7K | 0.00% | +604+6.0% | Added |
| JustInvest LLC | 10,138 | $139.4K | 0.00% | +10,138 | New |
| Atria Wealth Solutions, Inc. | 10,000 | $137.5K | 0.00% | +10,000 | New |
| Rakuten Investment Management, Inc. | 8,910 | $131.9K | 0.00% | +8,910 | New |
| MetLife Investment Management | 9,129 | $125.5K | 0.00% | +146+1.6% | Added |
| Clear Street Markets LLC | 8,945 | $123.0K | 0.09% | +8,945 | New |
| The PNC Financial Services Group, Inc. | 8,457 | $116.3K | 0.00% | +2,735+47.8% | Added |
| Point72 Hong Kong Ltd | 8,299 | $114.1K | 0.01% | +659+8.6% | Added |
| CWM, LLC | 8,166 | $112.0K | 0.00% | +5,315+186.4% | Added |
| Shell Asset Management Co | 7,939 | $109.0K | 0.01% | +265+3.5% | Added |
| Leonteq Securities AG | 7,267 | $101.7K | 0.01% | −5,639−43.7% | Reduced |
| Corebridge Financial, Inc. | 7,386 | $101.6K | 0.00% | −109−1.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,923 | $100.4K | 0.00% | +4,400+174.4% | Added |
| GAMMA Investing LLC | 6,894 | $94.8K | 0.01% | +5,325+339.4% | Added |
| Signaturefd, LLC | 6,236 | $85.7K | 0.00% | +910+17.1% | Added |
| Quadrant Capital Group LLC | 6,120 | $84.2K | 0.00% | +1,457+31.2% | Added |
| Principal Securities, Inc. | 6,619 | $78.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,536 | $62.4K | 0.00% | +4,463+6,113.7% | Added |
| Parallel Advisors, LLC | 3,424 | $47.6K | 0.00% | +2,349+218.5% | Added |
| Provida Pension Fund Administrator | 1,858 | $25.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,847 | $25.4K | 0.00% | −132−6.7% | Reduced |
| SBI Securities Co., Ltd. | 1,689 | $23.2K | 0.00% | −462−21.5% | Reduced |
| Versant Capital Management, Inc | 1,619 | $22.3K | 0.00% | +1,619 | New |
| Altshuler Shaham Ltd | 1,431 | $19.7K | 0.00% | −498−25.8% | Reduced |
| Massmutual Trust Co FSB | 1,227 | $16.9K | 0.00% | +1,216+11,054.5% | Added |
| EverSource Wealth Advisors, LLC | 988 | $13.6K | 0.00% | −251−20.3% | Reduced |
| Coldstream Capital Management Inc | 966 | $13.3K | 0.00% | +966 | New |
| Lindbrook Capital, LLC | 825 | $11.3K | 0.00% | +39+5.0% | Added |
| Smartleaf Asset Management LLC | 701 | $10.4K | 0.00% | +127+22.1% | Added |
| Boston Private Wealth LLC | 612 | $8.41K | 0.00% | +612 | New |
| GWM Advisors LLC | 593 | $8.15K | 0.00% | −410−40.9% | Reduced |
| Atlantic Trust, LLC | 429 | $5.90K | 0.00% | +429 | New |
| Farther Finance Advisors, LLC | 381 | $5.39K | 0.00% | +269+240.2% | Added |
| True Wealth Design, LLC | 392 | $5.39K | 0.00% | +392 | New |
| South State Corp. | 355 | $4.88K | 0.00% | +355 | New |
| Hexagon Capital Partners LLC | 317 | $4.36K | 0.00% | +317 | New |
| Geneos Wealth Management Inc. | 272 | $3.74K | 0.00% | −86−24.0% | Reduced |
| MV Capital Management, Inc. | 252 | $3.46K | 0.00% | +32+14.5% | Added |
| Activest Wealth Management | 212 | $2.92K | 0.00% | +100+89.3% | Added |
| Turim 21 Investimentos Ltda. | 205 | $2.82K | 0.00% | +205 | New |
| Investors Research Corp | 204 | $2.81K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 170 | $2.65K | 0.00% | +39+29.8% | Added |
| Bryn Mawr Trust Co | 161 | $2.21K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 161 | $2.21K | 0.00% | −1,737,089−100.0% | Reduced |
| Anderson Financial Strategies, LLC | 150 | $2.06K | 0.00% | +150 | New |
| Rakuten Securities, Inc. | 125 | $1.72K | 0.00% | −16−11.3% | Reduced |
| Skopos Labs, Inc. | 112 | $1.54K | 0.00% | −5−4.3% | Reduced |
| Park Place Capital Corp | 103 | $1.42K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 107 | $1.36K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 58 | $1.00K | 0.00% | −17−22.7% | Reduced |
| Bell Investment Advisors, Inc | 69 | $949 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 59 | $812 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $688 | 0.00% | −33−39.8% | Reduced |
| Clearstead Advisors, LLC | 47 | $647 | 0.00% | +47 | New |
| Cromwell Holdings LLC | 37 | $509 | 0.00% | +37 | New |
| Bruce G. Allen Investments, LLC | 33 | $454 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 30 | $413 | 0.00% | +20+200.0% | Added |
| Rothschild Investment LLC | 25 | $344 | 0.00% | +25 | New |
| Fifth Third Bancorp | 23 | $316 | 0.00% | −16−41.0% | Reduced |
| CoreCap Advisors, LLC | 20 | $275 | 0.00% | −17−45.9% | Reduced |
| Umb Bank N A | 10 | $138 | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 10 | $138 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 6 | $83 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3 | $42 | 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 |
| CGC Financial Services, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 0 | $0 | 0.00% | −4,864,145−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −1,728,899−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −389,892−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −728,089−100.0% | Sold out |