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 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 26,702 | $437.0K | 0.00% | +4,491+20.2% | Added |
| AlphaGrep UK Ltd | 26,411 | $432.3K | 0.14% | +26,411 | New |
| Wells Fargo & Company | 26,331 | $431.0K | 0.00% | +6,273+31.3% | Added |
| Summit Trail Advisors, LLC | 26,134 | $427.8K | 0.01% | +3,850+17.3% | Added |
| Employees Retirement System of Texas | 25,905 | $424.0K | 0.00% | −34,343−57.0% | Reduced |
| STRS Ohio | 25,601 | $419.1K | 0.00% | −3,051−10.6% | Reduced |
| LSV Asset Management | 25,400 | $416.0K | 0.00% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 23,909 | $391.4K | 0.07% | −37,556−61.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,646 | $387.1K | 0.00% | −36,120−60.4% | Reduced |
| Prudential PLC | 23,362 | $382.4K | 0.00% | −2,561−9.9% | Reduced |
| Tudor Investment Corp Et Al | 22,154 | $362.7K | 0.00% | +22,154 | New |
| Sterling Capital Management LLC | 21,582 | $353.3K | 0.01% | −1,316−5.7% | Reduced |
| Utah Retirement Systems | 21,424 | $350.7K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,368 | $349.8K | 0.00% | +3,236+17.8% | Added |
| Janney Montgomery Scott LLC | 20,951 | $343.0K | 0.00% | −645,233−96.9% | Reduced |
| Principal Securities, Inc. | 20,746 | $339.6K | 0.01% | +5,973+40.4% | Added |
| Graham Capital Management, L.P. | 20,650 | $338.0K | 0.01% | +2,129+11.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 20,434 | $334.5K | 0.00% | −35,762−63.6% | Reduced |
| Tandem Capital Management Corp | 20,203 | $330.7K | 0.15% | +4,150+25.9% | Added |
| Nomura Holdings Inc | 20,037 | $328.0K | 0.00% | +20,037 | New |
| OneAscent Financial Services LLC | 19,837 | $324.7K | 0.03% | +1,344+7.3% | Added |
| Ensign Peak Advisors, Inc | 19,750 | $323.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 18,673 | $318.4K | 0.00% | −2,836−13.2% | Reduced |
| Maryland State Retirement & Pension System | 19,068 | $312.1K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 18,994 | $310.9K | 0.07% | −146−0.8% | Reduced |
| Polymer Capital Management (US) LLC | 18,873 | $309.0K | 0.04% | +18,873 | New |
| OneAscent Wealth Management LLC | 18,230 | $298.4K | 0.10% | −460−2.5% | Reduced |
| Armistice Capital, LLC | 18,204 | $298.0K | 0.01% | +18,204 | New |
| Private Advisor Group, LLC | 17,889 | $292.8K | 0.00% | −15,064−45.7% | Reduced |
| Brinker Capital Investments, LLC | 17,777 | $291.0K | 0.00% | +1,752+10.9% | Added |
| Gulf International Bank (UK) Ltd | 17,346 | $284.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 16,779 | $274.7K | 0.01% | +377+2.3% | Added |
| Bridgefront Capital, LLC | 16,725 | $273.8K | 0.07% | +4,199+33.5% | Added |
| Walleye Capital LLC | 16,432 | $269.0K | 0.00% | +11,674+245.4% | Added |
| Federation des caisses Desjardins du Quebec | 16,292 | $266.7K | 0.00% | +1,728+11.9% | Added |
| OneAscent Investment Solutions LLC | 15,904 | $260.3K | 0.28% | −65−0.4% | Reduced |
| Frank, Rimerman Advisors LLC | 14,606 | $239.1K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 14,500 | $237.4K | 0.02% | +14,500 | New |
| CWM, LLC | 14,339 | $235.0K | 0.00% | −2,243−13.5% | Reduced |
| North Dakota State Investment Board | 14,347 | $234.9K | 0.01% | +14,347 | New |
| Credit Agricole S A | 14,200 | $232.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,855 | $226.8K | 0.00% | +573+4.3% | Added |
| V-Square Quantitative Management LLC | 13,800 | $225.9K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,746 | $225.0K | 0.01% | +13,746 | New |
| Inspire Advisors, LLC | 13,486 | $220.8K | 0.02% | +13,486 | New |
| Paragon Capital Management Ltd | 13,474 | $220.6K | 0.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 13,363 | $218.7K | 0.00% | +1,773+15.3% | Added |
| Merit Financial Group, LLC | 13,313 | $217.9K | 0.00% | −2,606−16.4% | Reduced |
| Balyasny Asset Management LLC | 12,944 | $211.9K | 0.00% | −362,035−96.5% | Reduced |
| Yousif Capital Management, LLC | 11,498 | $210.6K | 0.00% | +64+0.6% | Added |
| PCM Encore, LLC | 12,793 | $209.4K | 0.04% | +12,793 | New |
| US Bancorp | 12,635 | $206.8K | 0.00% | −525−4.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,493 | $204.5K | 0.00% | +20+0.2% | Added |
| JustInvest LLC | 11,983 | $196.2K | 0.00% | −770−6.0% | Reduced |
| Marshall Financial Group LLC | 11,733 | $192.1K | 0.04% | −54,423−82.3% | Reduced |
| Raymond James Financial Inc | 11,727 | $192.0K | 0.00% | −25,878−68.8% | Reduced |
| Cetera Investment Advisers | 11,518 | $188.6K | 0.00% | −30,485−72.6% | Reduced |
| Oppenheimer Asset Management Inc. | 11,451 | $187.5K | 0.00% | −2,380−17.2% | Reduced |
| Vestcor Inc | 11,430 | $187.0K | 0.01% | +8,017+234.9% | Added |
| Principal Financial Group Inc | 11,416 | $186.9K | 0.00% | −3,477−23.3% | Reduced |
| 9823 Capital, L.P. | 11,198 | $183.3K | 0.13% | +11,198 | New |
| Lighthouse Investment Partners, LLC | 11,078 | $181.3K | 0.01% | +11,078 | New |
| 1832 Asset Management L.P. | 10,949 | $179.2K | 0.00% | +10,949 | New |
| Impact Partnership Wealth, LLC | 10,926 | $178.9K | 0.02% | +10,926 | New |
| GAMMA Investing LLC | 10,750 | $176.0K | 0.01% | +578+5.7% | Added |
| LPL Financial LLC | 10,454 | $171.1K | 0.00% | −20,467−66.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,926 | $146.1K | 0.02% | +8,926 | New |
| Fideuram Asset Management (Ireland) dac | 10,404 | $140.8K | 0.01% | +10,404 | New |
| Covestor Ltd | 8,382 | $137.0K | 0.07% | −79−0.9% | Reduced |
| MetLife Investment Management | 8,159 | $133.6K | 0.00% | −295−3.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,867 | $112.9K | 0.00% | +723+11.8% | Added |
| Signaturefd, LLC | 5,760 | $94.3K | 0.00% | +61+1.1% | Added |
| Global Retirement Partners, LLC | 5,597 | $91.6K | 0.00% | +3,396+154.3% | Added |
| Advisor Group Holdings, Inc. | 4,476 | $73.3K | 0.00% | −81,749−94.8% | Reduced |
| Versant Capital Management, Inc | 4,158 | $68.1K | 0.01% | +1,031+33.0% | Added |
| Virtus ETF Advisers LLC | 4,000 | $65.5K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,963 | $64.9K | 0.00% | −87−2.1% | Reduced |
| Farther Finance Advisors, LLC | 3,841 | $62.9K | 0.00% | −4,477−53.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,390 | $55.5K | 0.02% | +3,390 | New |
| Quadrant Capital Group LLC | 3,045 | $49.8K | 0.00% | −145−4.5% | Reduced |
| Basecamp Wealth Advisors LLC | 2,480 | $40.6K | 0.01% | +2,480 | New |
| FNY Investment Advisers, LLC | 2,100 | $34.0K | 0.01% | +2,100 | New |
| Provida Pension Fund Administrator | 1,858 | $30.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,690 | $27.7K | 0.00% | +99+6.2% | Added |
| Parallel Advisors, LLC | 1,513 | $24.8K | 0.00% | +9+0.6% | Added |
| Tower Research Capital LLC (TRC) | 1,479 | $24.2K | 0.00% | −686−31.7% | Reduced |
| Grove Bank & Trust | 1,438 | $23.5K | 0.00% | −66−4.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,242 | $20.3K | 0.00% | +834+204.4% | Added |
| Larson Financial Group LLC | 861 | $14.1K | 0.00% | +273+46.4% | Added |
| Massmutual Trust Co FSB | 854 | $14.0K | 0.00% | +22+2.6% | Added |
| Triumph Capital Management | 800 | $13.1K | 0.00% | +800 | New |
| J.Safra Asset Management Corp | 600 | $9.82K | 0.00% | +600 | New |
| Westside Investment Management, Inc. | 545 | $8.82K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 505 | $8.27K | 0.00% | +133+35.8% | Added |
| Atlantic Trust, LLC | 429 | $7.02K | 0.00% | −31−6.7% | Reduced |
| SBI Securities Co., Ltd. | 386 | $6.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 363 | $5.94K | 0.00% | −2,679−88.1% | Reduced |
| Smartleaf Asset Management LLC | 357 | $5.91K | 0.00% | −574−61.7% | Reduced |
| National Bank of Canada | 335 | $5.48K | 0.00% | −24−6.7% | Reduced |
| Parkside Financial Bank & Trust | 333 | $5.45K | 0.00% | +154+86.0% | Added |