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, Q2 2025
Institutional positions in XP Inc. as of Jun 30, 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
- 313
- +20 vs. Q1 2025
- Shares held
- 344.5M
- +4.44M (+1.3%) vs. Q1 2025
- Total value
- $6.96B
- +$2.28B (+48.6%) vs. Q1 2025
- New holders
- 62
- 128 more added
- Sold out
- 42
- 95 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $21 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 3 | $61 | 0.00% | −3−50.0% | Reduced |
| Kimelman & Baird, LLC | 3 | $61 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $61 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10 | $197 | 0.00% | +10 | New |
| Umb Bank N A | 17 | $343 | 0.00% | +7+70.0% | Added |
| True Wealth Design, LLC | 19 | $384 | 0.00% | −373−95.2% | Reduced |
| First Horizon Advisors, Inc. | 20 | $404 | 0.00% | +20 | New |
| WealthTrak Capital Management LLC | 30 | $606 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $667 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $707 | 0.00% | −24−40.7% | Reduced |
| UMA Financial Services, Inc. | 36 | $728 | 0.00% | +36 | New |
| Rothschild Investment LLC | 45 | $909 | 0.00% | +20+80.0% | Added |
| Cromwell Holdings LLC | 53 | $1.07K | 0.00% | +16+43.2% | Added |
| Skopos Labs, Inc. | 57 | $1.15K | 0.00% | −55−49.1% | Reduced |
| Rakuten Securities, Inc. | 58 | $1.17K | 0.00% | −67−53.6% | Reduced |
| Bell Investment Advisors, Inc | 69 | $1.39K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 73 | $1.47K | 0.00% | +15+25.9% | Added |
| Kilter Group LLC | 74 | $1.50K | 0.00% | +74 | New |
| Fifth Third Bancorp | 78 | $1.58K | 0.00% | +55+239.1% | Added |
| Clearstead Advisors, LLC | 88 | $1.78K | 0.00% | +41+87.2% | Added |
| Park Place Capital Corp | 103 | $2.04K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 110 | $2.22K | 0.00% | +60+120.0% | Added |
| Activest Wealth Management | 113 | $2.28K | 0.00% | −99−46.7% | Reduced |
| Leonteq Securities AG | 122 | $2.46K | 0.00% | −7,145−98.3% | Reduced |
| Parkside Financial Bank & Trust | 140 | $2.83K | 0.00% | +140 | New |
| Bryn Mawr Trust Co | 141 | $2.85K | 0.00% | −20−12.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 150 | $3.03K | 0.00% | −17,127−99.1% | Reduced |
| National Bank of Canada | 160 | $3.23K | 0.00% | −1−0.6% | Reduced |
| Investors Research Corp | 204 | $4.12K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 245 | $4.95K | 0.00% | +138+129.0% | Added |
| Allworth Financial LP | 255 | $5.15K | 0.00% | +85+50.0% | Added |
| MV Capital Management, Inc. | 257 | $5.19K | 0.00% | +5+2.0% | Added |
| Essential Partners LLC | 299 | $6.04K | 0.00% | +299 | New |
| MAI Capital Management | 308 | $6.22K | 0.00% | +308 | New |
| South State Corp. | 320 | $6.46K | 0.00% | −35−9.9% | Reduced |
| Geneos Wealth Management Inc. | 346 | $6.99K | 0.00% | +74+27.2% | Added |
| Atlantic Trust, LLC | 429 | $8.67K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 543 | $10.7K | 0.00% | −158−22.5% | Reduced |
| GWM Advisors LLC | 593 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 617 | $12.5K | 0.00% | +617 | New |
| Massmutual Trust Co FSB | 880 | $17.8K | 0.00% | −347−28.3% | Reduced |
| SBI Securities Co., Ltd. | 1,376 | $27.8K | 0.00% | −313−18.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,634 | $33.0K | 0.00% | +646+65.4% | Added |
| Parallel Advisors, LLC | 1,661 | $33.6K | 0.00% | −1,763−51.5% | Reduced |
| Grove Bank & Trust | 1,844 | $37.2K | 0.00% | −3−0.2% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $37.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,201 | $44.5K | 0.00% | +2,201 | New |
| Tower Research Capital LLC (TRC) | 2,351 | $47.5K | 0.00% | −15,853−87.1% | Reduced |
| Versant Capital Management, Inc | 2,636 | $53.2K | 0.01% | +1,017+62.8% | Added |
| Ronald Blue Trust, Inc. | 4,260 | $86.1K | 0.00% | −276−6.1% | Reduced |
| Friedenthal Financial | 4,318 | $87.2K | 0.05% | +4,318 | New |
| Farther Finance Advisors, LLC | 4,415 | $89.2K | 0.00% | +4,034+1,058.8% | Added |
| Walleye Capital LLC | 5,332 | $107.7K | 0.00% | −605,293−99.1% | Reduced |
| Quarry LP | 5,504 | $111.2K | 0.03% | −5,817−51.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,724 | $113.7K | 0.00% | −1,199−17.3% | Reduced |
| Signaturefd, LLC | 5,697 | $115.1K | 0.00% | −539−8.6% | Reduced |
| Meeder Asset Management Inc | 5,925 | $119.7K | 0.01% | +5,925 | New |
| Bayforest Capital Ltd | 7,465 | $150.8K | 0.07% | −41,298−84.7% | Reduced |
| MetLife Investment Management | 8,382 | $169.3K | 0.00% | −747−8.2% | Reduced |
| Covestor Ltd | 9,732 | $197.0K | 0.12% | −6,138−38.7% | Reduced |
| SG Americas Securities, LLC | 9,907 | $200.0K | 0.00% | −2,357,648−99.6% | Reduced |
| Investment House LLC | 10,000 | $202.0K | 0.01% | +10,000 | New |
| Shell Asset Management Co | 10,677 | $216.0K | 0.01% | +2,738+34.5% | Added |
| Banco Santander, S.A. | 10,742 | $217.0K | 0.00% | −6,836−38.9% | Reduced |
| Summit Global Investments | 10,988 | $222.0K | 0.01% | +10,988 | New |
| Petrus Trust Company, LTA | 11,130 | $224.8K | 0.02% | +11,130 | New |
| Yousif Capital Management, LLC | 11,195 | $226.1K | 0.00% | −204−1.8% | Reduced |
| Two Sigma Securities, LLC | 11,375 | $229.8K | 0.03% | −31,089−73.2% | Reduced |
| Principal Securities, Inc. | 11,608 | $234.5K | 0.00% | +4,989+75.4% | Added |
| Diversified Trust Co | 11,618 | $234.7K | 0.01% | +11,618 | New |
| Machina Capital S.A.S. | 11,913 | $240.6K | 0.05% | +11,913 | New |
| Fairtree Asset Management (Pty) Ltd | 11,998 | $242.4K | 0.18% | +11,998 | New |
| The PNC Financial Services Group, Inc. | 12,212 | $246.7K | 0.00% | +3,755+44.4% | Added |
| Royal Bank of Canada | 12,777 | $259.0K | 0.00% | −15,119−54.2% | Reduced |
| JustInvest LLC | 12,870 | $260.0K | 0.00% | +2,732+26.9% | Added |
| Federation des caisses Desjardins du Quebec | 12,947 | $261.5K | 0.00% | +2,137+19.8% | Added |
| Polymer Capital Management (US) LLC | 13,233 | $267.3K | 0.04% | +13,233 | New |
| Applied Finance Capital Management, LLC | 13,264 | $267.9K | 0.02% | +13,264 | New |
| Merit Financial Group, LLC | 13,493 | $272.6K | 0.00% | +241+1.8% | Added |
| GAMMA Investing LLC | 13,556 | $273.8K | 0.02% | +6,662+96.6% | Added |
| CWM, LLC | 13,723 | $277.0K | 0.00% | +5,557+68.1% | Added |
| V-Square Quantitative Management LLC | 13,800 | $278.8K | 0.04% | +13,800 | New |
| Oppenheimer Asset Management Inc. | 13,831 | $279.4K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14,184 | $286.5K | 0.05% | −5,081−26.4% | Reduced |
| Paragon Capital Management Ltd | 14,311 | $289.1K | 0.05% | +14,311 | New |
| PharVision Advisers, LLC | 14,437 | $291.6K | 0.42% | +14,437 | New |
| Frank, Rimerman Advisors LLC | 14,606 | $295.0K | 0.02% | +14,606 | New |
| 111 Capital | 14,976 | $302.5K | 0.05% | −28,416−65.5% | Reduced |
| Hyperion Capital Advisors LP | 15,000 | $303.0K | 0.19% | 00.0% | Unchanged |
| HAP Trading, LLC | 15,770 | $318.6K | 0.14% | +15,770 | New |
| Point72 Hong Kong Ltd | 15,961 | $322.4K | 0.02% | +7,662+92.3% | Added |
| Tandem Capital Management Corp | 16,053 | $324.3K | 0.16% | −160−1.0% | Reduced |
| Wolverine Trading, LLC | 16,500 | $325.1K | 0.01% | −3,169−16.1% | Reduced |
| Wells Fargo & Company | 16,972 | $342.8K | 0.00% | +4,753+38.9% | Added |
| Gulf International Bank (UK) Ltd | 17,346 | $350.0K | 0.01% | −10,995−38.8% | Reduced |
| Principal Financial Group Inc | 17,614 | $355.8K | 0.00% | −3,846−17.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,181 | $367.3K | 0.00% | +54+0.3% | Added |
| IMC-Chicago, LLC | 18,787 | $379.5K | 0.01% | +18,787 | New |