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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 27,057 | $508.4K | 0.08% | +27,057 | New |
| Prudential PLC | 25,923 | $487.1K | 0.00% | −19,958−43.5% | Reduced |
| LSV Asset Management | 25,400 | $477.0K | 0.00% | +4,800+23.3% | Added |
| Standard Life Aberdeen plc | 25,202 | $473.5K | 0.00% | +1,120+4.7% | Added |
| Sterling Capital Management LLC | 22,898 | $430.3K | 0.01% | −2,053−8.2% | Reduced |
| Summit Trail Advisors, LLC | 22,284 | $418.7K | 0.01% | +22,284 | New |
| IFM Investors Pty Ltd | 22,211 | $417.1K | 0.00% | +22,211 | New |
| Utah Retirement Systems | 21,424 | $402.6K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 21,282 | $399.9K | 0.00% | +21,282 | New |
| Amalgamated Bank | 21,158 | $398.0K | 0.00% | −776−3.5% | Reduced |
| Drucker Wealth 3.0, LLC | 20,839 | $391.6K | 0.07% | +20,839 | New |
| Dauntless Investment Group, LLC | 20,070 | $377.1K | 0.99% | −15,000−42.8% | Reduced |
| Wells Fargo & Company | 20,058 | $376.9K | 0.00% | +3,086+18.2% | Added |
| DRW Securities, LLC | 19,837 | $374.3K | 0.02% | −7,996−28.7% | Reduced |
| Ensign Peak Advisors, Inc | 19,750 | $371.1K | 0.00% | −550−2.7% | Reduced |
| Outlook Wealth Advisors, LLC | 19,140 | $359.6K | 0.09% | −4,562−19.2% | Reduced |
| Maryland State Retirement & Pension System | 19,068 | $358.3K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 19,446 | $356.8K | 0.01% | −15,160−43.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,509 | $354.0K | 0.00% | −5,029−19.0% | Reduced |
| OneAscent Wealth Management LLC | 18,690 | $351.2K | 0.12% | +18,690 | New |
| Graham Capital Management, L.P. | 18,521 | $348.0K | 0.01% | −98,422−84.2% | Reduced |
| OneAscent Financial Services LLC | 18,493 | $347.5K | 0.02% | +18,493 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,132 | $340.7K | 0.00% | −49−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 17,346 | $326.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 16,582 | $312.0K | 0.00% | +2,859+20.8% | Added |
| Intech Investment Management LLC | 16,493 | $309.9K | 0.00% | +16,493 | New |
| Diversified Trust Co | 16,402 | $308.2K | 0.01% | +4,784+41.2% | Added |
| Tandem Capital Management Corp | 16,053 | $301.6K | 0.14% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 16,025 | $301.1K | 0.00% | +16,025 | New |
| OneAscent Investment Solutions LLC | 15,969 | $300.1K | 0.32% | +15,969 | New |
| Merit Financial Group, LLC | 15,919 | $299.1K | 0.00% | +2,426+18.0% | Added |
| PEAK6 LLC | 15,268 | $286.9K | 0.01% | +15,268 | New |
| Hyperion Capital Advisors LP | 15,000 | $281.9K | 0.15% | 00.0% | Unchanged |
| Principal Financial Group Inc | 14,893 | $279.8K | 0.00% | −2,721−15.4% | Reduced |
| Principal Securities, Inc. | 14,773 | $277.6K | 0.00% | +3,165+27.3% | Added |
| Frank, Rimerman Advisors LLC | 14,606 | $274.4K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 14,564 | $273.7K | 0.00% | +1,617+12.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,369 | $270.0K | 0.00% | +14,369 | New |
| Credit Agricole S A | 14,200 | $266.8K | 0.00% | +14,200 | New |
| Quantitative Investment Management, LLC | 13,917 | $261.0K | 0.04% | −17,870−56.2% | Reduced |
| Oppenheimer Asset Management Inc. | 13,831 | $259.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 13,800 | $259.3K | 0.04% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 13,628 | $256.1K | 0.00% | −443,600−97.0% | Reduced |
| Cerity Partners LLC | 13,482 | $253.3K | 0.00% | +13,482 | New |
| Paragon Capital Management Ltd | 13,474 | $253.2K | 0.05% | −837−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 13,282 | $249.6K | 0.00% | +1,070+8.8% | Added |
| US Bancorp | 13,160 | $247.3K | 0.00% | −17,151−56.6% | Reduced |
| JustInvest LLC | 12,753 | $239.6K | 0.00% | −117−0.9% | Reduced |
| Bridgefront Capital, LLC | 12,526 | $235.4K | 0.07% | −23,346−65.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,473 | $234.4K | 0.00% | +12,473 | New |
| Fieldview Capital Management, LLC | 11,840 | $222.5K | 0.04% | −10,242−46.4% | Reduced |
| Summit Global Investments | 11,624 | $218.0K | 0.01% | +636+5.8% | Added |
| Dakota Wealth Management | 11,590 | $217.8K | 0.00% | +11,590 | New |
| Marex Group plc | 11,453 | $216.7K | 0.00% | +11,453 | New |
| Yousif Capital Management, LLC | 11,434 | $214.8K | 0.00% | +239+2.1% | Added |
| Independent Financial Group, LLC | 11,332 | $212.9K | 0.01% | +11,332 | New |
| State of Wyoming | 11,124 | $209.0K | 0.02% | +11,124 | New |
| Jarislowsky, Fraser Ltd | 10,949 | $205.7K | 0.00% | −314,208−96.6% | Reduced |
| Blueshift Asset Management, LLC | 10,638 | $199.9K | 0.06% | +10,638 | New |
| GAMMA Investing LLC | 10,172 | $191.1K | 0.01% | −3,384−25.0% | Reduced |
| Mercer Global Advisors Inc | 10,046 | $188.8K | 0.00% | +10,046 | New |
| Covestor Ltd | 8,461 | $159.0K | 0.09% | −1,271−13.1% | Reduced |
| MetLife Investment Management | 8,454 | $158.9K | 0.00% | +72+0.9% | Added |
| Farther Finance Advisors, LLC | 8,318 | $156.3K | 0.00% | +3,903+88.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,144 | $116.1K | 0.00% | +420+7.3% | Added |
| Signaturefd, LLC | 5,699 | $107.1K | 0.00% | +20.0% | Added |
| Rothschild Investment LLC | 5,622 | $105.6K | 0.01% | +5,577+12,393.3% | Added |
| Walleye Capital LLC | 4,758 | $89.4K | 0.00% | −574−10.8% | Reduced |
| Ronald Blue Trust, Inc. | 4,050 | $76.1K | 0.00% | −210−4.9% | Reduced |
| Virtus ETF Advisers LLC | 4,000 | $75.2K | 0.04% | +4,000 | New |
| Vestcor Inc | 3,413 | $64.0K | 0.00% | +3,413 | New |
| Quadrant Capital Group LLC | 3,190 | $59.9K | 0.00% | +3,190 | New |
| Versant Capital Management, Inc | 3,127 | $58.8K | 0.01% | +491+18.6% | Added |
| SRS Capital Advisors, Inc. | 3,042 | $57.2K | 0.00% | +3,042 | New |
| Caitong International Asset Management Co., Ltd | 2,825 | $53.1K | 0.04% | +2,675+1,783.3% | Added |
| Shell Asset Management Co | 2,689 | $51.0K | 0.01% | −7,988−74.8% | Reduced |
| Global Retirement Partners, LLC | 2,201 | $41.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,165 | $40.7K | 0.00% | −186−7.9% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $34.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,591 | $29.9K | 0.00% | −43−2.6% | Reduced |
| 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 |
| Smartleaf Asset Management LLC | 931 | $17.7K | 0.00% | +388+71.5% | Added |
| Leonteq Securities AG | 844 | $15.9K | 0.00% | +722+591.8% | Added |
| Massmutual Trust Co FSB | 832 | $15.6K | 0.00% | −48−5.5% | Reduced |
| Larson Financial Group LLC | 588 | $11.0K | 0.00% | −29−4.7% | Reduced |
| Westside Investment Management, Inc. | 545 | $9.94K | 0.00% | +545 | New |
| Atlantic Trust, LLC | 460 | $8.64K | 0.00% | +31+7.2% | Added |
| Rockefeller Capital Management L.P. | 408 | $7.67K | 0.00% | +408 | New |
| Essential Partners LLC | 397 | $7.46K | 0.00% | +98+32.8% | Added |
| SBI Securities Co., Ltd. | 386 | $7.25K | 0.00% | −990−71.9% | Reduced |
| Allworth Financial LP | 372 | $6.99K | 0.00% | +117+45.9% | Added |
| National Bank of Canada | 359 | $6.75K | 0.00% | +199+124.4% | Added |
| Nisa Investment Advisors, LLC | 350 | $6.58K | 0.00% | +350 | New |
| MV Capital Management, Inc. | 257 | $4.83K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 210 | $3.95K | 0.00% | +122+138.6% | Added |
| Investors Research Corp | 204 | $3.83K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 179 | $3.36K | 0.00% | +39+27.9% | Added |
| CIBC Private Wealth Group, LLC | 157 | $2.95K | 0.00% | −88−35.9% | Reduced |
| Quent Capital, LLC | 137 | $2.57K | 0.00% | +137 | New |