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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 36 | $728 | 0.00% | +36 | New |
| Huntington National Bank | 35 | $707 | 0.00% | −24−40.7% | Reduced |
| Bruce G. Allen Investments, LLC | 33 | $667 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 30 | $606 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 20 | $404 | 0.00% | +20 | New |
| True Wealth Design, LLC | 19 | $384 | 0.00% | −373−95.2% | Reduced |
| Umb Bank N A | 17 | $343 | 0.00% | +7+70.0% | Added |
| Jones Financial Companies LLLP | 10 | $197 | 0.00% | +10 | 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 |
| Stephens Consulting, LLC | 1 | $21 | 0.00% | +1 | New |
| CGC Financial Services, LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −24,589,426−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −5,993,854−100.0% | Sold out |
| Fourth Sail Capital LP | 0 | $0 | 0.00% | −969,296−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −653,590−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −227,609−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −202,894−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −193,259−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −183,063−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −178,864−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −170,099−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −140,008−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −111,989−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −92,644−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −73,768−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −70,707−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −57,711−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −33,700−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −29,013−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −23,331−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −18,876−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −18,769−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −13,530−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −14,909−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −14,178−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −12,630−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,399−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −12,365−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −12,340−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −11,099−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −8,945−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −7,386−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −6,120−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,431−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −966−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Anderson Financial Strategies, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |