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, Q4 2025
Institutional positions in XP Inc. as of Dec 31, 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
- 343
- +18 vs. Q3 2025
- Shares held
- 349.4M
- +6.24M (+1.8%) vs. Q3 2025
- Total value
- $5.72B
- −$725.4M (−11.3%) vs. Q3 2025
- New holders
- 64
- 130 more added
- Sold out
- 46
- 112 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2 | $33 | 0.00% | +2 | New |
| Hollencrest Capital Management | 3 | $49 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3 | $50 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $50 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 12 | $196 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $213 | 0.00% | −3−18.8% | Reduced |
| Root Financial Partners, LLC | 17 | $278 | 0.00% | +17 | New |
| Fifth Third Bancorp | 23 | $377 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 25 | $409 | 0.00% | −5−16.7% | Reduced |
| Quent Capital, LLC | 26 | $426 | 0.00% | −111−81.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 30 | $491 | 0.00% | −2,795−98.9% | Reduced |
| South State Corp. | 30 | $492 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 31 | $507 | 0.00% | +31 | New |
| Bruce G. Allen Investments, LLC | 33 | $540 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $573 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 42 | $688 | 0.00% | +42 | New |
| Stone House Investment Management, LLC | 46 | $753 | 0.00% | +46 | New |
| Investors Research Corp | 48 | $786 | 0.00% | −156−76.5% | Reduced |
| Cromwell Holdings LLC | 53 | $868 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 56 | $917 | 0.00% | +56 | New |
| Jones Financial Companies LLLP | 61 | $999 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 65 | $1.06K | 0.00% | −9−12.2% | Reduced |
| MAI Capital Management | 68 | $1.11K | 0.00% | −5−6.8% | Reduced |
| Bell Investment Advisors, Inc | 69 | $1.13K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 70 | $1.15K | 0.00% | +33+89.2% | Added |
| Clearstead Advisors, LLC | 82 | $1.34K | 0.00% | −128−61.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 86 | $1.41K | 0.00% | +86 | New |
| Johnson Financial Group, Inc. | 91 | $1.49K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 95 | $1.56K | 0.00% | +95 | New |
| Park Place Capital Corp | 103 | $1.69K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 116 | $1.90K | 0.00% | +3+2.7% | Added |
| Rothschild Investment LLC | 121 | $1.98K | 0.00% | −5,501−97.8% | Reduced |
| Ramirez Asset Management, Inc. | 122 | $2.00K | 0.00% | +122 | New |
| Bessemer Group Inc | 121 | $2.00K | 0.00% | +121 | New |
| CIBC Private Wealth Group, LLC | 133 | $2.18K | 0.00% | −24−15.3% | Reduced |
| IFP Advisors, Inc | 134 | $2.19K | 0.00% | +30+28.8% | Added |
| Nisa Investment Advisors, LLC | 150 | $2.46K | 0.00% | −200−57.1% | Reduced |
| WPG Advisers, LLC | 180 | $2.95K | 0.00% | +47+35.3% | Added |
| Transamerica Financial Advisors, Inc. | 185 | $3.04K | 0.00% | +182+6,066.7% | Added |
| Elyxium Wealth, LLC | 238 | $3.90K | 0.00% | +238 | New |
| MV Capital Management, Inc. | 257 | $4.21K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 306 | $5.01K | 0.00% | −91−22.9% | Reduced |
| Parkside Financial Bank & Trust | 333 | $5.45K | 0.00% | +154+86.0% | Added |
| National Bank of Canada | 335 | $5.48K | 0.00% | −24−6.7% | Reduced |
| Smartleaf Asset Management LLC | 357 | $5.91K | 0.00% | −574−61.7% | Reduced |
| SRS Capital Advisors, Inc. | 363 | $5.94K | 0.00% | −2,679−88.1% | Reduced |
| SBI Securities Co., Ltd. | 386 | $6.32K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 429 | $7.02K | 0.00% | −31−6.7% | Reduced |
| Allworth Financial LP | 505 | $8.27K | 0.00% | +133+35.8% | Added |
| Westside Investment Management, Inc. | 545 | $8.82K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 600 | $9.82K | 0.00% | +600 | New |
| Triumph Capital Management | 800 | $13.1K | 0.00% | +800 | New |
| Massmutual Trust Co FSB | 854 | $14.0K | 0.00% | +22+2.6% | Added |
| Larson Financial Group LLC | 861 | $14.1K | 0.00% | +273+46.4% | Added |
| Rockefeller Capital Management L.P. | 1,242 | $20.3K | 0.00% | +834+204.4% | Added |
| Grove Bank & Trust | 1,438 | $23.5K | 0.00% | −66−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,479 | $24.2K | 0.00% | −686−31.7% | Reduced |
| Parallel Advisors, LLC | 1,513 | $24.8K | 0.00% | +9+0.6% | Added |
| EverSource Wealth Advisors, LLC | 1,690 | $27.7K | 0.00% | +99+6.2% | Added |
| Provida Pension Fund Administrator | 1,858 | $30.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,100 | $34.0K | 0.01% | +2,100 | New |
| Basecamp Wealth Advisors LLC | 2,480 | $40.6K | 0.01% | +2,480 | New |
| Quadrant Capital Group LLC | 3,045 | $49.8K | 0.00% | −145−4.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,390 | $55.5K | 0.02% | +3,390 | New |
| Farther Finance Advisors, LLC | 3,841 | $62.9K | 0.00% | −4,477−53.8% | Reduced |
| Ronald Blue Trust, Inc. | 3,963 | $64.9K | 0.00% | −87−2.1% | Reduced |
| Virtus ETF Advisers LLC | 4,000 | $65.5K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,158 | $68.1K | 0.01% | +1,031+33.0% | Added |
| Advisor Group Holdings, Inc. | 4,476 | $73.3K | 0.00% | −81,749−94.8% | Reduced |
| Global Retirement Partners, LLC | 5,597 | $91.6K | 0.00% | +3,396+154.3% | Added |
| Signaturefd, LLC | 5,760 | $94.3K | 0.00% | +61+1.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,867 | $112.9K | 0.00% | +723+11.8% | Added |
| MetLife Investment Management | 8,159 | $133.6K | 0.00% | −295−3.5% | Reduced |
| Covestor Ltd | 8,382 | $137.0K | 0.07% | −79−0.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 10,404 | $140.8K | 0.01% | +10,404 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,926 | $146.1K | 0.02% | +8,926 | New |
| LPL Financial LLC | 10,454 | $171.1K | 0.00% | −20,467−66.2% | Reduced |
| GAMMA Investing LLC | 10,750 | $176.0K | 0.01% | +578+5.7% | Added |
| Impact Partnership Wealth, LLC | 10,926 | $178.9K | 0.02% | +10,926 | New |
| 1832 Asset Management L.P. | 10,949 | $179.2K | 0.00% | +10,949 | New |
| Lighthouse Investment Partners, LLC | 11,078 | $181.3K | 0.01% | +11,078 | New |
| 9823 Capital, L.P. | 11,198 | $183.3K | 0.13% | +11,198 | New |
| Principal Financial Group Inc | 11,416 | $186.9K | 0.00% | −3,477−23.3% | Reduced |
| Vestcor Inc | 11,430 | $187.0K | 0.01% | +8,017+234.9% | Added |
| Oppenheimer Asset Management Inc. | 11,451 | $187.5K | 0.00% | −2,380−17.2% | Reduced |
| Cetera Investment Advisers | 11,518 | $188.6K | 0.00% | −30,485−72.6% | Reduced |
| Raymond James Financial Inc | 11,727 | $192.0K | 0.00% | −25,878−68.8% | Reduced |
| Marshall Financial Group LLC | 11,733 | $192.1K | 0.04% | −54,423−82.3% | Reduced |
| JustInvest LLC | 11,983 | $196.2K | 0.00% | −770−6.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,493 | $204.5K | 0.00% | +20+0.2% | Added |
| US Bancorp | 12,635 | $206.8K | 0.00% | −525−4.0% | Reduced |
| PCM Encore, LLC | 12,793 | $209.4K | 0.04% | +12,793 | New |
| Yousif Capital Management, LLC | 11,498 | $210.6K | 0.00% | +64+0.6% | Added |
| Balyasny Asset Management LLC | 12,944 | $211.9K | 0.00% | −362,035−96.5% | Reduced |
| Merit Financial Group, LLC | 13,313 | $217.9K | 0.00% | −2,606−16.4% | Reduced |
| Dakota Wealth Management | 13,363 | $218.7K | 0.00% | +1,773+15.3% | Added |
| Paragon Capital Management Ltd | 13,474 | $220.6K | 0.04% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 13,486 | $220.8K | 0.02% | +13,486 | New |
| Virtu Financial LLC | 13,746 | $225.0K | 0.01% | +13,746 | New |