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 |
|---|---|---|---|---|---|
| Tandem Capital Management Corp | 16,053 | $301.6K | 0.14% | 00.0% | Unchanged |
| Diversified Trust Co | 16,402 | $308.2K | 0.01% | +4,784+41.2% | Added |
| Intech Investment Management LLC | 16,493 | $309.9K | 0.00% | +16,493 | New |
| CWM, LLC | 16,582 | $312.0K | 0.00% | +2,859+20.8% | Added |
| Gulf International Bank (UK) Ltd | 17,346 | $326.0K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,132 | $340.7K | 0.00% | −49−0.3% | Reduced |
| OneAscent Financial Services LLC | 18,493 | $347.5K | 0.02% | +18,493 | New |
| Graham Capital Management, L.P. | 18,521 | $348.0K | 0.01% | −98,422−84.2% | Reduced |
| OneAscent Wealth Management LLC | 18,690 | $351.2K | 0.12% | +18,690 | New |
| Wealth Enhancement Advisory Services, LLC | 21,509 | $354.0K | 0.00% | −5,029−19.0% | Reduced |
| Diversify Advisory Services, LLC | 19,446 | $356.8K | 0.01% | −15,160−43.8% | Reduced |
| Maryland State Retirement & Pension System | 19,068 | $358.3K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 19,140 | $359.6K | 0.09% | −4,562−19.2% | Reduced |
| Ensign Peak Advisors, Inc | 19,750 | $371.1K | 0.00% | −550−2.7% | Reduced |
| DRW Securities, LLC | 19,837 | $374.3K | 0.02% | −7,996−28.7% | Reduced |
| Wells Fargo & Company | 20,058 | $376.9K | 0.00% | +3,086+18.2% | Added |
| Dauntless Investment Group, LLC | 20,070 | $377.1K | 0.99% | −15,000−42.8% | Reduced |
| Drucker Wealth 3.0, LLC | 20,839 | $391.6K | 0.07% | +20,839 | New |
| Amalgamated Bank | 21,158 | $398.0K | 0.00% | −776−3.5% | Reduced |
| Victory Capital Management Inc | 21,282 | $399.9K | 0.00% | +21,282 | New |
| Utah Retirement Systems | 21,424 | $402.6K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 22,211 | $417.1K | 0.00% | +22,211 | New |
| Summit Trail Advisors, LLC | 22,284 | $418.7K | 0.01% | +22,284 | New |
| Sterling Capital Management LLC | 22,898 | $430.3K | 0.01% | −2,053−8.2% | Reduced |
| Standard Life Aberdeen plc | 25,202 | $473.5K | 0.00% | +1,120+4.7% | Added |
| LSV Asset Management | 25,400 | $477.0K | 0.00% | +4,800+23.3% | Added |
| Prudential PLC | 25,923 | $487.1K | 0.00% | −19,958−43.5% | Reduced |
| Fox Run Management, L.L.C. | 27,057 | $508.4K | 0.08% | +27,057 | New |
| Inceptionr LLC | 27,953 | $525.2K | 0.13% | −4,995−15.2% | Reduced |
| Capstone Investment Advisors, LLC | 28,038 | $526.8K | 0.00% | +28,038 | New |
| Axq Capital, LP | 28,258 | $531.0K | 0.20% | +28,258 | New |
| STRS Ohio | 28,652 | $538.4K | 0.00% | −63,432−68.9% | Reduced |
| Xponance, Inc. | 28,953 | $544.0K | 0.00% | −3,560−10.9% | Reduced |
| Verde Servicos Internacionais S.A. | 29,260 | $550.0K | 0.16% | −1,040−3.4% | Reduced |
| SummitTX Capital, L.P. | 30,121 | $566.0K | 0.02% | +30,121 | New |
| Dynamic Technology Lab Private Ltd | 30,667 | $576.0K | 0.10% | +30,667 | New |
| Harvest Fund Management Co., Ltd | 35,538 | $579.0K | 0.02% | −54,167−60.4% | Reduced |
| LPL Financial LLC | 30,921 | $581.0K | 0.00% | +1,638+5.6% | Added |
| Legacy Wealth Asset Management, LLC | 32,301 | $606.9K | 0.15% | +524+1.6% | Added |
| Private Advisor Group, LLC | 32,953 | $619.2K | 0.00% | +339+1.0% | Added |
| Mariner, LLC | 33,238 | $624.5K | 0.00% | −3,815−10.3% | Reduced |
| Ethic Inc. | 33,384 | $627.3K | 0.01% | +2,822+9.2% | Added |
| Teacher Retirement System of Texas | 34,618 | $650.5K | 0.00% | +2,919+9.2% | Added |
| Triglav Skladi, D.O.O. | 35,000 | $657.6K | 0.04% | +35,000 | New |
| Atom Investors LP | 35,229 | $662.0K | 0.05% | +35,229 | New |
| Fairtree Asset Management (Pty) Ltd | 35,354 | $664.3K | 0.44% | +23,356+194.7% | Added |
| Swiss Life Asset Management Ltd | 35,723 | $671.2K | 0.00% | +7,702+27.5% | Added |
| AXA Investment Managers S.A. | 36,020 | $676.8K | 0.00% | +36,020 | New |
| Strategic Global Advisors, LLC | 36,488 | $685.6K | 0.10% | +11,390+45.4% | Added |
| CenterBook Partners LP | 36,676 | $689.1K | 0.03% | +36,676 | New |
| Atria Investments LLC | 36,903 | $693.4K | 0.01% | +36,903 | New |
| VPR Management LLC | 37,068 | $696.5K | 0.32% | 00.0% | Unchanged |
| Raymond James Financial Inc | 37,605 | $706.6K | 0.00% | −1,715−4.4% | Reduced |
| Qsemble Capital Management, LP | 37,961 | $713.3K | 0.07% | −102,385−73.0% | Reduced |
| Virginia Retirement Systems Et Al | 39,000 | $732.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 42,003 | $789.2K | 0.00% | +5,440+14.9% | Added |
| Neuberger Berman Group LLC | 44,369 | $833.7K | 0.00% | +167+0.4% | Added |
| Ieq Capital, LLC | 46,298 | $869.9K | 0.00% | +4,329+10.3% | Added |
| Arizona PSPRS Trust | 46,900 | $872.8K | 0.03% | +46,900 | New |
| Barclays PLC | 49,051 | $921.7K | 0.00% | −44,857−47.8% | Reduced |
| GAM Holding AG | 51,000 | $958.3K | 0.06% | +51,000 | New |
| NFJ Investment Group, LLC | 51,345 | $964.8K | 0.03% | +51,345 | New |
| XTX Topco Ltd | 51,964 | $976.4K | 0.05% | +51,964 | New |
| CWM Advisors, LLC | 53,002 | $995.9K | 0.10% | +53,002 | New |
| Entropy Technologies, LP | 53,407 | $1.00M | 0.08% | +27,645+107.3% | Added |
| California State Teachers Retirement System | 54,107 | $1.02M | 0.00% | +866+1.6% | Added |
| Cloverfields Capital Group, LP | 54,372 | $1.02M | 0.32% | −5,025−8.5% | Reduced |
| Novem Group | 54,567 | $1.03M | 0.12% | +1,819+3.4% | Added |
| Nomura Asset Management Co Ltd | 56,100 | $1.05M | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 56,196 | $1.06M | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 58,740 | $1.10M | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 59,766 | $1.12M | 0.01% | −4,272−6.7% | Reduced |
| Employees Retirement System of Texas | 60,248 | $1.13M | 0.01% | +10,612+21.4% | Added |
| HighTower Advisors, LLC | 60,711 | $1.14M | 0.00% | +16,545+37.5% | Added |
| Banco BTG Pactual S.A. | 61,465 | $1.15M | 0.17% | −277,535−81.9% | Reduced |
| IMC-Chicago, LLC | 62,106 | $1.17M | 0.02% | +43,319+230.6% | Added |
| Macquarie Group Ltd | 60,416 | $1.18M | 0.00% | +30,208+100.0% | Added |
| Martingale Asset Management L P | 64,431 | $1.21M | 0.03% | +43,036+201.1% | Added |
| Marshall Financial Group LLC | 66,156 | $1.24M | 0.24% | +2,483+3.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 68,000 | $1.28M | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 69,004 | $1.30M | 0.01% | +7,655+12.5% | Added |
| Prudential Financial Inc | 77,695 | $1.46M | 0.00% | +28,540+58.1% | Added |
| Creative Planning | 77,948 | $1.46M | 0.00% | +13,665+21.3% | Added |
| Manufacturers Life Insurance Company, The | 79,759 | $1.50M | 0.00% | +2,111+2.7% | Added |
| Advisor Group Holdings, Inc. | 86,225 | $1.57M | 0.00% | −444−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 86,879 | $1.63M | 0.00% | +1,748+2.1% | Added |
| SG Americas Securities, LLC | 88,003 | $1.65M | 0.01% | +78,096+788.3% | Added |
| Resona Asset Management Co.,Ltd. | 89,015 | $1.68M | 0.01% | −16,366−15.5% | Reduced |
| Allianz Asset Management GmbH | 89,479 | $1.68M | 0.00% | +89,479 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,010 | $1.71M | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 96,028 | $1.80M | 0.44% | +24,529+34.3% | Added |
| National Pension Service | 97,581 | $1.83M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 101,048 | $1.88M | 0.00% | −30,789−23.4% | Reduced |
| Danske Bank A/S | 103,100 | $1.94M | 0.00% | +16,600+19.2% | Added |
| KLP Kapitalforvaltning AS | 112,500 | $2.11M | 0.01% | 00.0% | Unchanged |
| Oaktree Fund Advisors, LLC | 116,927 | $2.20M | 4.05% | +116,927 | New |
| Quantinno Capital Management LP | 120,409 | $2.26M | 0.01% | +54,650+83.1% | Added |
| KBC Group NV | 124,785 | $2.35M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 126,563 | $2.38M | 0.00% | +11,279+9.8% | Added |
| British Columbia Investment Management Corp | 139,400 | $2.62M | 0.02% | −5,500−3.8% | Reduced |