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, Q3 2025
Institutional positions in XP Inc. as of Sep 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
- 328
- +19 vs. Q2 2025
- Shares held
- 343.3M
- +5.11M (+1.5%) vs. Q2 2025
- Total value
- $6.45B
- −$380.4M (−5.6%) vs. Q2 2025
- New holders
- 71
- 114 more added
- Sold out
- 52
- 103 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1 | $19 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 2 | $38 | 0.00% | +2 | New |
| Hollencrest Capital Management | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $56 | 0.00% | +3 | New |
| Kimelman & Baird, LLC | 3 | $57 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $57 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9 | $169 | 0.00% | +9 | New |
| Turning Point Benefit Group, Inc. | 12 | $218 | 0.00% | +12 | New |
| Rakuten Securities, Inc. | 16 | $301 | 0.00% | −42−72.4% | Reduced |
| Fifth Third Bancorp | 23 | $432 | 0.00% | −55−70.5% | Reduced |
| South State Corp. | 30 | $564 | 0.00% | −290−90.6% | Reduced |
| Umb Bank N A | 30 | $564 | 0.00% | +13+76.5% | Added |
| Bruce G. Allen Investments, LLC | 33 | $620 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $658 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $696 | 0.00% | +18+94.7% | Added |
| Cromwell Holdings LLC | 53 | $996 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 61 | $1.15K | 0.00% | +51+510.0% | Added |
| Bell Investment Advisors, Inc | 69 | $1.30K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 73 | $1.37K | 0.00% | −235−76.3% | Reduced |
| Kilter Group LLC | 74 | $1.39K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 91 | $1.71K | 0.00% | +91 | New |
| Park Place Capital Corp | 103 | $1.94K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 104 | $1.95K | 0.00% | −6−5.5% | Reduced |
| Activest Wealth Management | 113 | $2.12K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 116 | $2.18K | 0.00% | +116 | New |
| WPG Advisers, LLC | 133 | $2.50K | 0.00% | +133 | New |
| GWM Advisors LLC | 134 | $2.52K | 0.00% | −459−77.4% | Reduced |
| Quent Capital, LLC | 137 | $2.57K | 0.00% | +137 | New |
| CIBC Private Wealth Group, LLC | 157 | $2.95K | 0.00% | −88−35.9% | Reduced |
| Parkside Financial Bank & Trust | 179 | $3.36K | 0.00% | +39+27.9% | Added |
| Investors Research Corp | 204 | $3.83K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 210 | $3.95K | 0.00% | +122+138.6% | Added |
| MV Capital Management, Inc. | 257 | $4.83K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 350 | $6.58K | 0.00% | +350 | New |
| National Bank of Canada | 359 | $6.75K | 0.00% | +199+124.4% | Added |
| Allworth Financial LP | 372 | $6.99K | 0.00% | +117+45.9% | Added |
| SBI Securities Co., Ltd. | 386 | $7.25K | 0.00% | −990−71.9% | Reduced |
| Essential Partners LLC | 397 | $7.46K | 0.00% | +98+32.8% | Added |
| Rockefeller Capital Management L.P. | 408 | $7.67K | 0.00% | +408 | New |
| Atlantic Trust, LLC | 460 | $8.64K | 0.00% | +31+7.2% | Added |
| Westside Investment Management, Inc. | 545 | $9.94K | 0.00% | +545 | New |
| Larson Financial Group LLC | 588 | $11.0K | 0.00% | −29−4.7% | Reduced |
| Massmutual Trust Co FSB | 832 | $15.6K | 0.00% | −48−5.5% | Reduced |
| Leonteq Securities AG | 844 | $15.9K | 0.00% | +722+591.8% | Added |
| Smartleaf Asset Management LLC | 931 | $17.7K | 0.00% | +388+71.5% | Added |
| Grove Bank & Trust | 1,504 | $28.3K | 0.00% | −340−18.4% | Reduced |
| Parallel Advisors, LLC | 1,504 | $28.3K | 0.00% | −157−9.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,591 | $29.9K | 0.00% | −43−2.6% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $34.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,165 | $40.7K | 0.00% | −186−7.9% | Reduced |
| Global Retirement Partners, LLC | 2,201 | $41.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,689 | $51.0K | 0.01% | −7,988−74.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,825 | $53.1K | 0.04% | +2,675+1,783.3% | Added |
| SRS Capital Advisors, Inc. | 3,042 | $57.2K | 0.00% | +3,042 | New |
| Versant Capital Management, Inc | 3,127 | $58.8K | 0.01% | +491+18.6% | Added |
| Quadrant Capital Group LLC | 3,190 | $59.9K | 0.00% | +3,190 | New |
| Vestcor Inc | 3,413 | $64.0K | 0.00% | +3,413 | New |
| Virtus ETF Advisers LLC | 4,000 | $75.2K | 0.04% | +4,000 | New |
| Ronald Blue Trust, Inc. | 4,050 | $76.1K | 0.00% | −210−4.9% | Reduced |
| Walleye Capital LLC | 4,758 | $89.4K | 0.00% | −574−10.8% | Reduced |
| Rothschild Investment LLC | 5,622 | $105.6K | 0.01% | +5,577+12,393.3% | Added |
| Signaturefd, LLC | 5,699 | $107.1K | 0.00% | +20.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,144 | $116.1K | 0.00% | +420+7.3% | Added |
| Farther Finance Advisors, LLC | 8,318 | $156.3K | 0.00% | +3,903+88.4% | Added |
| MetLife Investment Management | 8,454 | $158.9K | 0.00% | +72+0.9% | Added |
| Covestor Ltd | 8,461 | $159.0K | 0.09% | −1,271−13.1% | Reduced |
| Mercer Global Advisors Inc | 10,046 | $188.8K | 0.00% | +10,046 | New |
| GAMMA Investing LLC | 10,172 | $191.1K | 0.01% | −3,384−25.0% | Reduced |
| Blueshift Asset Management, LLC | 10,638 | $199.9K | 0.06% | +10,638 | New |
| Jarislowsky, Fraser Ltd | 10,949 | $205.7K | 0.00% | −314,208−96.6% | Reduced |
| State of Wyoming | 11,124 | $209.0K | 0.02% | +11,124 | New |
| Independent Financial Group, LLC | 11,332 | $212.9K | 0.01% | +11,332 | New |
| Yousif Capital Management, LLC | 11,434 | $214.8K | 0.00% | +239+2.1% | Added |
| Marex Group plc | 11,453 | $216.7K | 0.00% | +11,453 | New |
| Dakota Wealth Management | 11,590 | $217.8K | 0.00% | +11,590 | New |
| Summit Global Investments | 11,624 | $218.0K | 0.01% | +636+5.8% | Added |
| Fieldview Capital Management, LLC | 11,840 | $222.5K | 0.04% | −10,242−46.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,473 | $234.4K | 0.00% | +12,473 | New |
| Bridgefront Capital, LLC | 12,526 | $235.4K | 0.07% | −23,346−65.1% | Reduced |
| JustInvest LLC | 12,753 | $239.6K | 0.00% | −117−0.9% | Reduced |
| US Bancorp | 13,160 | $247.3K | 0.00% | −17,151−56.6% | Reduced |
| The PNC Financial Services Group, Inc. | 13,282 | $249.6K | 0.00% | +1,070+8.8% | Added |
| Paragon Capital Management Ltd | 13,474 | $253.2K | 0.05% | −837−5.8% | Reduced |
| Cerity Partners LLC | 13,482 | $253.3K | 0.00% | +13,482 | New |
| Two Sigma Advisers, LP | 13,628 | $256.1K | 0.00% | −443,600−97.0% | Reduced |
| V-Square Quantitative Management LLC | 13,800 | $259.3K | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 13,831 | $259.9K | 0.00% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 13,917 | $261.0K | 0.04% | −17,870−56.2% | Reduced |
| Credit Agricole S A | 14,200 | $266.8K | 0.00% | +14,200 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 14,369 | $270.0K | 0.00% | +14,369 | New |
| Federation des caisses Desjardins du Quebec | 14,564 | $273.7K | 0.00% | +1,617+12.5% | Added |
| Frank, Rimerman Advisors LLC | 14,606 | $274.4K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14,773 | $277.6K | 0.00% | +3,165+27.3% | Added |
| Principal Financial Group Inc | 14,893 | $279.8K | 0.00% | −2,721−15.4% | Reduced |
| Hyperion Capital Advisors LP | 15,000 | $281.9K | 0.15% | 00.0% | Unchanged |
| PEAK6 LLC | 15,268 | $286.9K | 0.01% | +15,268 | New |
| Merit Financial Group, LLC | 15,919 | $299.1K | 0.00% | +2,426+18.0% | Added |
| OneAscent Investment Solutions LLC | 15,969 | $300.1K | 0.32% | +15,969 | New |
| Brinker Capital Investments, LLC | 16,025 | $301.1K | 0.00% | +16,025 | New |