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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 13,423 | $255.6K | 0.00% | +13,423 | New |
| V-Square Quantitative Management LLC | 13,800 | $262.8K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 14,200 | $270.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,327 | $272.8K | 0.01% | +12,848+868.7% | Added |
| Great Lakes Advisors, LLC | 14,392 | $274.0K | 0.00% | −370,201−96.3% | Reduced |
| JustInvest LLC | 14,475 | $275.6K | 0.00% | +2,492+20.8% | Added |
| Frank, Rimerman Advisors LLC | 14,606 | $278.1K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 15,168 | $288.8K | 0.00% | +4,714+45.1% | Added |
| Merit Financial Group, LLC | 15,261 | $290.6K | 0.00% | +1,948+14.6% | Added |
| Oxford Asset Management LLP | 15,370 | $292.6K | 0.12% | +15,370 | New |
| US Bancorp | 15,497 | $295.1K | 0.00% | +2,862+22.7% | Added |
| Mercer Global Advisors Inc | 16,281 | $310.0K | 0.00% | +16,281 | New |
| OneAscent Investment Solutions LLC | 16,289 | $310.1K | 0.31% | +385+2.4% | Added |
| Tudor Investment Corp Et Al | 16,791 | $319.7K | 0.00% | −5,363−24.2% | Reduced |
| Harvest Fund Management Co., Ltd | 17,138 | $326.0K | 0.01% | −35,538−67.5% | Reduced |
| Graham Capital Management, L.P. | 17,146 | $326.5K | 0.01% | −3,504−17.0% | Reduced |
| Royal Bank of Canada | 17,220 | $328.0K | 0.00% | −452,328−96.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 17,300 | $329.4K | 0.03% | +2,800+19.3% | Added |
| The PNC Financial Services Group, Inc. | 17,419 | $331.7K | 0.00% | +3,564+25.7% | Added |
| Dakota Wealth Management | 17,439 | $332.0K | 0.01% | +4,076+30.5% | Added |
| Private Advisor Group, LLC | 17,706 | $337.1K | 0.00% | −183−1.0% | Reduced |
| Cetera Investment Advisers | 17,748 | $337.9K | 0.00% | +6,230+54.1% | Added |
| Advisor Group Holdings, Inc. | 17,913 | $341.1K | 0.00% | +13,437+300.2% | Added |
| Vestcor Inc | 18,317 | $349.0K | 0.01% | +6,887+60.3% | Added |
| CWM, LLC | 18,381 | $350.0K | 0.00% | +4,042+28.2% | Added |
| IMC-Chicago, LLC | 18,406 | $350.4K | 0.01% | −114,539−86.2% | Reduced |
| Outlook Wealth Advisors, LLC | 18,907 | $360.0K | 0.09% | −87−0.5% | Reduced |
| Maryland State Retirement & Pension System | 19,068 | $363.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 19,114 | $363.9K | 0.00% | +19,114 | New |
| Wealth Enhancement Advisory Services, LLC | 19,611 | $365.0K | 0.00% | +938+5.0% | Added |
| Janney Montgomery Scott LLC | 19,491 | $371.0K | 0.00% | −1,460−7.0% | Reduced |
| Tandem Capital Management Corp | 19,663 | $374.4K | 0.19% | −540−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 19,750 | $376.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 20,158 | $383.8K | 0.04% | −7,964−28.3% | Reduced |
| Dauntless Investment Group, LLC | 20,176 | $384.2K | 1.08% | −26,520−56.8% | Reduced |
| DRW Securities, LLC | 20,477 | $389.9K | 0.02% | −8,602−29.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,620 | $392.6K | 0.00% | +4,328+26.6% | Added |
| Brinker Capital Investments, LLC | 20,735 | $394.8K | 0.00% | +2,958+16.6% | Added |
| OneAscent Wealth Management LLC | 21,040 | $400.6K | 0.13% | +2,810+15.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,368 | $406.8K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 21,424 | $407.9K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 22,495 | $428.3K | 0.00% | −11,817−34.4% | Reduced |
| Diametric Capital, LP | 22,639 | $431.0K | 0.11% | −13,058−36.6% | Reduced |
| Prudential Financial Inc | 22,860 | $435.3K | 0.00% | +22,860 | New |
| Prudential PLC | 23,250 | $442.7K | 0.00% | −112−0.5% | Reduced |
| STRS Ohio | 24,042 | $457.8K | 0.00% | −1,559−6.1% | Reduced |
| OneAscent Financial Services LLC | 25,759 | $490.5K | 0.03% | +5,922+29.9% | Added |
| Omers Administration Corp | 26,717 | $508.7K | 0.00% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 26,770 | $509.7K | 0.15% | +359+1.4% | Added |
| Horizon Investments, LLC | 27,974 | $532.6K | 0.01% | +27,974 | New |
| Quantbot Technologies LP | 28,073 | $534.5K | 0.02% | +28,073 | New |
| Martingale Asset Management L P | 30,304 | $577.0K | 0.01% | +133+0.4% | Added |
| Wells Fargo & Company | 30,411 | $579.0K | 0.00% | +4,080+15.5% | Added |
| Eurizon SLJ Capital Ltd | 30,485 | $580.4K | 0.28% | +30,485 | New |
| Gulf International Bank (UK) Ltd | 30,546 | $582.0K | 0.01% | +13,200+76.1% | Added |
| Abn Amro Investment Solutions | 31,300 | $596.0K | 0.01% | +31,300 | New |
| Summit Trail Advisors, LLC | 31,390 | $597.7K | 0.01% | +5,256+20.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 32,028 | $609.8K | 0.01% | +32,028 | New |
| Marex Group plc | 33,011 | $628.5K | 0.01% | −18,904−36.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 33,132 | $630.8K | 0.15% | +936+2.9% | Added |
| Standard Life Aberdeen plc | 33,435 | $636.6K | 0.00% | +6,359+23.5% | Added |
| Schroder Investment Management Group | 34,007 | $647.5K | 0.00% | −7,064,286−99.5% | Reduced |
| Ieq Capital, LLC | 34,518 | $657.2K | 0.00% | +7,399+27.3% | Added |
| IFM Investors Pty Ltd | 35,523 | $676.4K | 0.01% | +8,821+33.0% | Added |
| Macquarie Group Ltd | 36,147 | $688.2K | 0.00% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 36,176 | $688.8K | 0.12% | +2,507+7.4% | Added |
| Twin Capital Management Inc | 36,376 | $692.6K | 0.09% | +36,376 | New |
| Lighthouse Investment Partners, LLC | 36,909 | $702.7K | 0.03% | +25,831+233.2% | Added |
| VPR Management LLC | 37,068 | $705.8K | 0.28% | 00.0% | Unchanged |
| Xponance, Inc. | 37,793 | $719.6K | 0.01% | +9,106+31.7% | Added |
| Axq Capital, LP | 38,329 | $729.8K | 0.09% | +3,755+10.9% | Added |
| Amalgamated Bank | 39,427 | $751.0K | 0.01% | +5,210+15.2% | Added |
| Sanctuary Advisors, LLC | 43,299 | $824.4K | 0.00% | −9,617−18.2% | Reduced |
| Neuberger Berman Group LLC | 43,358 | $825.5K | 0.00% | −580−1.3% | Reduced |
| Ethic Inc. | 43,521 | $828.6K | 0.01% | −539−1.2% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 44,497 | $847.2K | 0.39% | +6,289+16.5% | Added |
| Caitong International Asset Management Co., Ltd | 47,546 | $905.3K | 0.17% | +47,516+158,386.7% | Added |
| Millennium Management LLC | 47,592 | $906.2K | 0.00% | −1,745,244−97.3% | Reduced |
| Militia Capital Management LLC | 48,240 | $918.5K | 0.21% | +48,240 | New |
| Mariner, LLC | 48,675 | $924.2K | 0.00% | +16,832+52.9% | Added |
| Teacher Retirement System of Texas | 51,213 | $975.1K | 0.00% | +19,680+62.4% | Added |
| Vanguard Fiduciary Trust Co | 53,049 | $1.01M | 0.00% | +53,049 | New |
| NFJ Investment Group, LLC | 53,137 | $1.01M | 0.04% | −747−1.4% | Reduced |
| Principal Securities, Inc. | 54,504 | $1.04M | 0.02% | +33,758+162.7% | Added |
| Entropy Technologies, LP | 55,435 | $1.06M | 0.05% | +55,435 | New |
| Nomura Asset Management Co Ltd | 56,100 | $1.07M | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 56,201 | $1.07M | 0.00% | +12,158+27.6% | Added |
| Atom Investors LP | 58,556 | $1.11M | 0.08% | +58,556 | New |
| Asset Management One Co.,Ltd. | 59,935 | $1.14M | 0.00% | +3,382+6.0% | Added |
| Triglav Skladi, D.O.O. | 60,033 | $1.14M | 0.08% | +14,000+30.4% | Added |
| HighTower Advisors, LLC | 60,946 | $1.16M | 0.00% | +799+1.3% | Added |
| Point Nemo Capital, LLC | 61,019 | $1.16M | 0.77% | +15,443+33.9% | Added |
| Jump Financial, LLC | 62,321 | $1.19M | 0.02% | −129,772−67.6% | Reduced |
| Engineers Gate Manager LP | 64,240 | $1.22M | 0.02% | −36,437−36.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 69,615 | $1.33M | 0.00% | +69,615 | New |
| Eurizon Capital SGR S.p.A. | 71,633 | $1.36M | 0.00% | +71,633 | New |
| Fox Run Management, L.L.C. | 79,627 | $1.41M | 0.25% | +79,627 | New |
| HRT Financial LP | 75,278 | $1.43M | 0.00% | +10,399+16.0% | Added |
| Neo Ivy Capital Management | 76,578 | $1.46M | 0.38% | −37,606−32.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 78,000 | $1.49M | 0.01% | 00.0% | Unchanged |