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 |
|---|---|---|---|---|---|
| Essential Partners LLC | 306 | $5.01K | 0.00% | −91−22.9% | Reduced |
| MV Capital Management, Inc. | 257 | $4.21K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 238 | $3.90K | 0.00% | +238 | New |
| Transamerica Financial Advisors, Inc. | 185 | $3.04K | 0.00% | +182+6,066.7% | Added |
| WPG Advisers, LLC | 180 | $2.95K | 0.00% | +47+35.3% | Added |
| Nisa Investment Advisors, LLC | 150 | $2.46K | 0.00% | −200−57.1% | Reduced |
| IFP Advisors, Inc | 134 | $2.19K | 0.00% | +30+28.8% | Added |
| CIBC Private Wealth Group, LLC | 133 | $2.18K | 0.00% | −24−15.3% | Reduced |
| Bessemer Group Inc | 121 | $2.00K | 0.00% | +121 | New |
| Ramirez Asset Management, Inc. | 122 | $2.00K | 0.00% | +122 | New |
| Rothschild Investment LLC | 121 | $1.98K | 0.00% | −5,501−97.8% | Reduced |
| Activest Wealth Management | 116 | $1.90K | 0.00% | +3+2.7% | Added |
| Park Place Capital Corp | 103 | $1.69K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 95 | $1.56K | 0.00% | +95 | New |
| Johnson Financial Group, Inc. | 91 | $1.49K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 86 | $1.41K | 0.00% | +86 | New |
| Clearstead Advisors, LLC | 82 | $1.34K | 0.00% | −128−61.0% | Reduced |
| True Wealth Design, LLC | 70 | $1.15K | 0.00% | +33+89.2% | Added |
| Bell Investment Advisors, Inc | 69 | $1.13K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 68 | $1.11K | 0.00% | −5−6.8% | Reduced |
| Kilter Group LLC | 65 | $1.06K | 0.00% | −9−12.2% | Reduced |
| Jones Financial Companies LLLP | 61 | $999 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 56 | $917 | 0.00% | +56 | New |
| Cromwell Holdings LLC | 53 | $868 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 48 | $786 | 0.00% | −156−76.5% | Reduced |
| Stone House Investment Management, LLC | 46 | $753 | 0.00% | +46 | New |
| Ares Financial Consulting, LLC | 42 | $688 | 0.00% | +42 | New |
| Huntington National Bank | 35 | $573 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $540 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 31 | $507 | 0.00% | +31 | New |
| South State Corp. | 30 | $492 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 30 | $491 | 0.00% | −2,795−98.9% | Reduced |
| Quent Capital, LLC | 26 | $426 | 0.00% | −111−81.0% | Reduced |
| Umb Bank N A | 25 | $409 | 0.00% | −5−16.7% | Reduced |
| Fifth Third Bancorp | 23 | $377 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 17 | $278 | 0.00% | +17 | New |
| Rakuten Securities, Inc. | 13 | $213 | 0.00% | −3−18.8% | Reduced |
| Turning Point Benefit Group, Inc. | 12 | $196 | 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 |
| Hollencrest Capital Management | 3 | $49 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2 | $33 | 0.00% | +2 | New |
| CGC Financial Services, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,907,937−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −2,538,130−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −1,923,000−100.0% | Sold out |
| INCA Investments LLC | 0 | $0 | 0.00% | −926,752−100.0% | Sold out |
| Breakout Capital Partners, LP | 0 | $0 | 0.00% | −896,300−100.0% | Sold out |
| Wim Investment Management Ltd | 0 | $0 | 0.00% | −654,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −535,323−100.0% | Sold out |
| TB Capital Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −478,740−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −431,602−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −332,970−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −181,901−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −158,965−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −149,543−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −144,398−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −77,695−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −54,567−100.0% | Sold out |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −54,372−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −53,407−100.0% | Sold out |
| Arizona PSPRS Trust | 0 | $0 | 0.00% | −46,900−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −36,676−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −36,488−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −35,229−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,667−100.0% | Sold out |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −29,260−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −28,038−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −27,953−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −27,057−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −21,282−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −19,446−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −16,493−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −13,917−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,628−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −13,482−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −11,840−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −11,624−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −11,332−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −11,124−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,638−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,046−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Jarislowsky, Fraser Ltd | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |