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, Q1 2026
Institutional positions in XP Inc. as of Mar 31, 2026. 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
- 359
- +21 vs. Q4 2025
- Shares held
- 332.6M
- −8.04M (−2.4%) vs. Q4 2025
- Total value
- $6.33B
- +$752.8M (+13.5%) vs. Q4 2025
- New holders
- 68
- 154 more added
- Sold out
- 47
- 95 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 2 | $38 | 0.00% | −11−84.6% | Reduced |
| Hollencrest Capital Management | 3 | $57 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 3 | $57 | 0.00% | +3 | New |
| Innovative Asset Advisors Group, LLC | 3 | $57 | 0.00% | +3 | New |
| Kimelman & Baird, LLC | 3 | $58 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $58 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $96 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 7 | $133 | 0.00% | +7 | New |
| Walleye Capital LLC | 10 | $190 | 0.00% | −16,422−99.9% | Reduced |
| Fifth Third Bancorp | 23 | $438 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 25 | $476 | 0.00% | +25 | New |
| Clearstead Advisors, LLC | 27 | $515 | 0.00% | −55−67.1% | Reduced |
| Cornerstone Planning Group LLC | 30 | $567 | 0.00% | +30 | New |
| South State Corp. | 30 | $572 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $628 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $666 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 42 | $786 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 47 | $895 | 0.00% | +47 | New |
| Cromwell Holdings LLC | 53 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 56 | $1.07K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 56 | $1.07K | 0.00% | +56 | New |
| Umb Bank N A | 58 | $1.10K | 0.00% | +33+132.0% | Added |
| Kilter Group LLC | 65 | $1.24K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 66 | $1.26K | 0.00% | +64+3,200.0% | Added |
| True Wealth Design, LLC | 70 | $1.33K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 70 | $1.33K | 0.00% | +53+311.8% | Added |
| SHP Wealth Management | 83 | $1.58K | 0.00% | +83 | New |
| Banque Transatlantique SA | 85 | $1.62K | 0.00% | +85 | New |
| Johnson Financial Group, Inc. | 91 | $1.73K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 103 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $1.98K | 0.00% | +35+50.7% | Added |
| Bessemer Group Inc | 121 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 109 | $2.08K | 0.00% | +83+319.2% | Added |
| IFP Advisors, Inc | 117 | $2.23K | 0.00% | −17−12.7% | Reduced |
| Ramirez Asset Management, Inc. | 122 | $2.32K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 124 | $2.37K | 0.00% | +8+6.9% | Added |
| Owl Creek Wealth Partners LLC | 205 | $3.90K | 0.00% | +205 | New |
| MV Capital Management, Inc. | 257 | $4.89K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 306 | $5.83K | 0.00% | +306 | New |
| Pinnacle Wealth Planning Services, Inc. | 319 | $6.07K | 0.00% | −8,607−96.4% | Reduced |
| Parkside Financial Bank & Trust | 321 | $6.11K | 0.00% | −12−3.6% | Reduced |
| Stone House Investment Management, LLC | 332 | $6.32K | 0.00% | +286+621.7% | Added |
| Smartleaf Asset Management LLC | 357 | $6.33K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 343 | $6.53K | 0.00% | −43−11.1% | Reduced |
| Essential Partners LLC | 377 | $7.18K | 0.00% | +71+23.2% | Added |
| Cedar Mountain Advisors, LLC | 424 | $8.07K | 0.00% | +424 | New |
| Atlantic Trust, LLC | 429 | $8.17K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 442 | $8.42K | 0.00% | +374+550.0% | Added |
| Westside Investment Management, Inc. | 545 | $10.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 582 | $11.0K | 0.00% | +582 | New |
| Larson Financial Group LLC | 796 | $15.2K | 0.00% | −65−7.5% | Reduced |
| SRS Capital Advisors, Inc. | 860 | $16.4K | 0.00% | +497+136.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 892 | $17.0K | 0.00% | +892 | New |
| Massmutual Trust Co FSB | 1,098 | $20.9K | 0.00% | +244+28.6% | Added |
| Triumph Capital Management | 1,100 | $20.9K | 0.00% | +300+37.5% | Added |
| Transamerica Financial Advisors, Inc. | 1,210 | $23.1K | 0.00% | +1,025+554.1% | Added |
| Allworth Financial LP | 1,254 | $23.9K | 0.00% | +749+148.3% | Added |
| Grove Bank & Trust | 1,429 | $27.2K | 0.00% | −9−0.6% | Reduced |
| Rothschild Investment LLC | 1,523 | $29.0K | 0.00% | +1,402+1,158.7% | Added |
| Rockefeller Capital Management L.P. | 1,641 | $31.2K | 0.00% | +399+32.1% | Added |
| Nisa Investment Advisors, LLC | 1,643 | $31.3K | 0.00% | +1,493+995.3% | Added |
| Farther Finance Advisors, LLC | 1,746 | $32.7K | 0.00% | −2,095−54.5% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $35.4K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2,429 | $46.2K | 0.01% | −51−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,471 | $47.1K | 0.00% | +781+46.2% | Added |
| Quadrant Capital Group LLC | 2,500 | $47.6K | 0.00% | −545−17.9% | Reduced |
| Parallel Advisors, LLC | 3,288 | $62.6K | 0.00% | +1,775+117.3% | Added |
| Covestor Ltd | 3,629 | $69.0K | 0.05% | −4,753−56.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,664 | $69.8K | 0.00% | −299−7.5% | Reduced |
| EFG International AG | 4,200 | $80.0K | 0.00% | −44,437−91.4% | Reduced |
| Jones Financial Companies LLLP | 4,596 | $81.3K | 0.00% | +4,535+7,434.4% | Added |
| Rossby Financial, LCC | 4,949 | $92.6K | 0.02% | +4,949 | New |
| Vanguard Global Advisers, LLC | 4,939 | $94.0K | 0.00% | +4,939 | New |
| Versant Capital Management, Inc | 5,228 | $99.5K | 0.01% | +1,070+25.7% | Added |
| Global X Japan Co., Ltd. | 5,734 | $109.2K | 0.01% | +5,734 | New |
| Signaturefd, LLC | 5,759 | $109.7K | 0.00% | −10.0% | Reduced |
| Strategic Investment Advisors | 6,617 | $126.0K | 0.01% | +6,617 | New |
| MetLife Investment Management | 8,061 | $153.5K | 0.00% | −98−1.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,522 | $158.6K | 0.00% | +1,655+24.1% | Added |
| Marshall Financial Group LLC | 10,351 | $197.1K | 0.03% | −1,382−11.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,737 | $204.4K | 0.00% | −1,756−14.1% | Reduced |
| Truist Financial Corp | 10,895 | $207.4K | 0.00% | +10,895 | New |
| Norden Group LLC | 10,983 | $209.1K | 0.02% | +10,983 | New |
| Centiva Capital, LP | 11,099 | $211.3K | 0.01% | +11,099 | New |
| Jain Global LLC | 11,333 | $215.8K | 0.00% | +11,333 | New |
| Blueshift Asset Management, LLC | 11,349 | $216.1K | 0.07% | +11,349 | New |
| Oppenheimer Asset Management Inc. | 11,451 | $218.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,498 | $218.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,513 | $219.2K | 0.00% | +11,513 | New |
| North Dakota State Investment Board | 11,563 | $220.2K | 0.01% | −2,784−19.4% | Reduced |
| Principal Financial Group Inc | 11,811 | $224.9K | 0.00% | +395+3.5% | Added |
| Fideuram Asset Management (Ireland) dac | 11,757 | $225.5K | 0.03% | +1,353+13.0% | Added |
| Raymond James Financial Inc | 12,079 | $230.0K | 0.00% | +352+3.0% | Added |
| Acadian Asset Management LLC | 12,266 | $233.0K | 0.00% | −333,860−96.5% | Reduced |
| Sterling Capital Management LLC | 12,348 | $235.1K | 0.00% | −9,234−42.8% | Reduced |
| Paragon Capital Management Ltd | 12,787 | $243.5K | 0.05% | −687−5.1% | Reduced |
| Cerity Partners LLC | 12,930 | $246.2K | 0.00% | +12,930 | New |
| Deltec Asset Management LLC | 13,000 | $247.5K | 0.05% | +13,000 | New |
| GAMMA Investing LLC | 13,024 | $248.0K | 0.01% | +2,274+21.2% | Added |
| PCM Encore, LLC | 13,262 | $252.5K | 0.05% | +469+3.7% | Added |