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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 24,082 | $481.8K | 0.00% | +9,037+60.1% | Added |
| Outlook Wealth Advisors, LLC | 23,702 | $478.8K | 0.12% | −590−2.4% | Reduced |
| Financial Advocates Investment Management | 23,055 | $465.7K | 0.04% | −5,645−19.7% | Reduced |
| Fieldview Capital Management, LLC | 22,082 | $446.1K | 0.07% | +22,082 | New |
| Liontrust Investment Partners LLP | 22,000 | $444.4K | 0.01% | +22,000 | New |
| Amalgamated Bank | 21,934 | $443.0K | 0.00% | −133−0.6% | Reduced |
| Utah Retirement Systems | 21,424 | $432.8K | 0.00% | −476−2.2% | Reduced |
| Martingale Asset Management L P | 21,395 | $432.2K | 0.01% | +21,395 | New |
| LSV Asset Management | 20,600 | $416.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,300 | $410.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 19,100 | $385.8K | 0.01% | +19,100 | New |
| Maryland State Retirement & Pension System | 19,068 | $385.2K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 18,843 | $380.5K | 0.01% | −271,121−93.5% | Reduced |
| IMC-Chicago, LLC | 18,787 | $379.5K | 0.01% | +18,787 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,181 | $367.3K | 0.00% | +54+0.3% | Added |
| Principal Financial Group Inc | 17,614 | $355.8K | 0.00% | −3,846−17.9% | Reduced |
| Gulf International Bank (UK) Ltd | 17,346 | $350.0K | 0.01% | −10,995−38.8% | Reduced |
| Wells Fargo & Company | 16,972 | $342.8K | 0.00% | +4,753+38.9% | Added |
| Wolverine Trading, LLC | 16,500 | $325.1K | 0.01% | −3,169−16.1% | Reduced |
| Tandem Capital Management Corp | 16,053 | $324.3K | 0.16% | −160−1.0% | Reduced |
| Point72 Hong Kong Ltd | 15,961 | $322.4K | 0.02% | +7,662+92.3% | Added |
| HAP Trading, LLC | 15,770 | $318.6K | 0.14% | +15,770 | New |
| Hyperion Capital Advisors LP | 15,000 | $303.0K | 0.19% | 00.0% | Unchanged |
| 111 Capital | 14,976 | $302.5K | 0.05% | −28,416−65.5% | Reduced |
| Frank, Rimerman Advisors LLC | 14,606 | $295.0K | 0.02% | +14,606 | New |
| PharVision Advisers, LLC | 14,437 | $291.6K | 0.42% | +14,437 | New |
| Paragon Capital Management Ltd | 14,311 | $289.1K | 0.05% | +14,311 | New |
| Impact Partnership Wealth, LLC | 14,184 | $286.5K | 0.05% | −5,081−26.4% | Reduced |
| Oppenheimer Asset Management Inc. | 13,831 | $279.4K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 13,800 | $278.8K | 0.04% | +13,800 | New |
| CWM, LLC | 13,723 | $277.0K | 0.00% | +5,557+68.1% | Added |
| GAMMA Investing LLC | 13,556 | $273.8K | 0.02% | +6,662+96.6% | Added |
| Merit Financial Group, LLC | 13,493 | $272.6K | 0.00% | +241+1.8% | Added |
| Applied Finance Capital Management, LLC | 13,264 | $267.9K | 0.02% | +13,264 | New |
| Polymer Capital Management (US) LLC | 13,233 | $267.3K | 0.04% | +13,233 | New |
| Federation des caisses Desjardins du Quebec | 12,947 | $261.5K | 0.00% | +2,137+19.8% | Added |
| JustInvest LLC | 12,870 | $260.0K | 0.00% | +2,732+26.9% | Added |
| Royal Bank of Canada | 12,777 | $259.0K | 0.00% | −15,119−54.2% | Reduced |
| The PNC Financial Services Group, Inc. | 12,212 | $246.7K | 0.00% | +3,755+44.4% | Added |
| Fairtree Asset Management (Pty) Ltd | 11,998 | $242.4K | 0.18% | +11,998 | New |
| Machina Capital S.A.S. | 11,913 | $240.6K | 0.05% | +11,913 | New |
| Diversified Trust Co | 11,618 | $234.7K | 0.01% | +11,618 | New |
| Principal Securities, Inc. | 11,608 | $234.5K | 0.00% | +4,989+75.4% | Added |
| Two Sigma Securities, LLC | 11,375 | $229.8K | 0.03% | −31,089−73.2% | Reduced |
| Yousif Capital Management, LLC | 11,195 | $226.1K | 0.00% | −204−1.8% | Reduced |
| Petrus Trust Company, LTA | 11,130 | $224.8K | 0.02% | +11,130 | New |
| Summit Global Investments | 10,988 | $222.0K | 0.01% | +10,988 | New |
| Banco Santander, S.A. | 10,742 | $217.0K | 0.00% | −6,836−38.9% | Reduced |
| Shell Asset Management Co | 10,677 | $216.0K | 0.01% | +2,738+34.5% | Added |
| Investment House LLC | 10,000 | $202.0K | 0.01% | +10,000 | New |
| SG Americas Securities, LLC | 9,907 | $200.0K | 0.00% | −2,357,648−99.6% | Reduced |
| Covestor Ltd | 9,732 | $197.0K | 0.12% | −6,138−38.7% | Reduced |
| MetLife Investment Management | 8,382 | $169.3K | 0.00% | −747−8.2% | Reduced |
| Bayforest Capital Ltd | 7,465 | $150.8K | 0.07% | −41,298−84.7% | Reduced |
| Meeder Asset Management Inc | 5,925 | $119.7K | 0.01% | +5,925 | New |
| Signaturefd, LLC | 5,697 | $115.1K | 0.00% | −539−8.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,724 | $113.7K | 0.00% | −1,199−17.3% | Reduced |
| Quarry LP | 5,504 | $111.2K | 0.03% | −5,817−51.4% | Reduced |
| Walleye Capital LLC | 5,332 | $107.7K | 0.00% | −605,293−99.1% | Reduced |
| Farther Finance Advisors, LLC | 4,415 | $89.2K | 0.00% | +4,034+1,058.8% | Added |
| Friedenthal Financial | 4,318 | $87.2K | 0.05% | +4,318 | New |
| Ronald Blue Trust, Inc. | 4,260 | $86.1K | 0.00% | −276−6.1% | Reduced |
| Versant Capital Management, Inc | 2,636 | $53.2K | 0.01% | +1,017+62.8% | Added |
| Tower Research Capital LLC (TRC) | 2,351 | $47.5K | 0.00% | −15,853−87.1% | Reduced |
| Global Retirement Partners, LLC | 2,201 | $44.5K | 0.00% | +2,201 | New |
| Provida Pension Fund Administrator | 1,858 | $37.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,844 | $37.2K | 0.00% | −3−0.2% | Reduced |
| Parallel Advisors, LLC | 1,661 | $33.6K | 0.00% | −1,763−51.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,634 | $33.0K | 0.00% | +646+65.4% | Added |
| SBI Securities Co., Ltd. | 1,376 | $27.8K | 0.00% | −313−18.5% | Reduced |
| Massmutual Trust Co FSB | 880 | $17.8K | 0.00% | −347−28.3% | Reduced |
| Larson Financial Group LLC | 617 | $12.5K | 0.00% | +617 | New |
| GWM Advisors LLC | 593 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 543 | $10.7K | 0.00% | −158−22.5% | Reduced |
| Atlantic Trust, LLC | 429 | $8.67K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 346 | $6.99K | 0.00% | +74+27.2% | Added |
| South State Corp. | 320 | $6.46K | 0.00% | −35−9.9% | Reduced |
| MAI Capital Management | 308 | $6.22K | 0.00% | +308 | New |
| Essential Partners LLC | 299 | $6.04K | 0.00% | +299 | New |
| MV Capital Management, Inc. | 257 | $5.19K | 0.00% | +5+2.0% | Added |
| Allworth Financial LP | 255 | $5.15K | 0.00% | +85+50.0% | Added |
| CIBC Private Wealth Group, LLC | 245 | $4.95K | 0.00% | +138+129.0% | Added |
| Investors Research Corp | 204 | $4.12K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 160 | $3.23K | 0.00% | −1−0.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 150 | $3.03K | 0.00% | −17,127−99.1% | Reduced |
| Bryn Mawr Trust Co | 141 | $2.85K | 0.00% | −20−12.4% | Reduced |
| Parkside Financial Bank & Trust | 140 | $2.83K | 0.00% | +140 | New |
| Leonteq Securities AG | 122 | $2.46K | 0.00% | −7,145−98.3% | Reduced |
| Activest Wealth Management | 113 | $2.28K | 0.00% | −99−46.7% | Reduced |
| IFP Advisors, Inc | 110 | $2.22K | 0.00% | +60+120.0% | Added |
| Park Place Capital Corp | 103 | $2.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 88 | $1.78K | 0.00% | +41+87.2% | Added |
| Fifth Third Bancorp | 78 | $1.58K | 0.00% | +55+239.1% | Added |
| Kilter Group LLC | 74 | $1.50K | 0.00% | +74 | New |
| Whipplewood Advisors, LLC | 73 | $1.47K | 0.00% | +15+25.9% | Added |
| Bell Investment Advisors, Inc | 69 | $1.39K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 58 | $1.17K | 0.00% | −67−53.6% | Reduced |
| Skopos Labs, Inc. | 57 | $1.15K | 0.00% | −55−49.1% | Reduced |
| Cromwell Holdings LLC | 53 | $1.07K | 0.00% | +16+43.2% | Added |
| Rothschild Investment LLC | 45 | $909 | 0.00% | +20+80.0% | Added |