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 |
|---|---|---|---|---|---|
| Marex Group plc | 33,011 | $628.5K | 0.01% | −18,904−36.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 32,028 | $609.8K | 0.01% | +32,028 | New |
| Summit Trail Advisors, LLC | 31,390 | $597.7K | 0.01% | +5,256+20.1% | Added |
| Abn Amro Investment Solutions | 31,300 | $596.0K | 0.01% | +31,300 | New |
| Gulf International Bank (UK) Ltd | 30,546 | $582.0K | 0.01% | +13,200+76.1% | Added |
| Eurizon SLJ Capital Ltd | 30,485 | $580.4K | 0.28% | +30,485 | New |
| Wells Fargo & Company | 30,411 | $579.0K | 0.00% | +4,080+15.5% | Added |
| Martingale Asset Management L P | 30,304 | $577.0K | 0.01% | +133+0.4% | Added |
| Quantbot Technologies LP | 28,073 | $534.5K | 0.02% | +28,073 | New |
| Horizon Investments, LLC | 27,974 | $532.6K | 0.01% | +27,974 | New |
| AlphaGrep UK Ltd | 26,770 | $509.7K | 0.15% | +359+1.4% | Added |
| Omers Administration Corp | 26,717 | $508.7K | 0.00% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 25,759 | $490.5K | 0.03% | +5,922+29.9% | Added |
| STRS Ohio | 24,042 | $457.8K | 0.00% | −1,559−6.1% | Reduced |
| Prudential PLC | 23,250 | $442.7K | 0.00% | −112−0.5% | Reduced |
| Prudential Financial Inc | 22,860 | $435.3K | 0.00% | +22,860 | New |
| Diametric Capital, LP | 22,639 | $431.0K | 0.11% | −13,058−36.6% | Reduced |
| Atria Investments LLC | 22,495 | $428.3K | 0.00% | −11,817−34.4% | Reduced |
| Utah Retirement Systems | 21,424 | $407.9K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,368 | $406.8K | 0.00% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 21,040 | $400.6K | 0.13% | +2,810+15.4% | Added |
| Brinker Capital Investments, LLC | 20,735 | $394.8K | 0.00% | +2,958+16.6% | Added |
| Federation des caisses Desjardins du Quebec | 20,620 | $392.6K | 0.00% | +4,328+26.6% | Added |
| DRW Securities, LLC | 20,477 | $389.9K | 0.02% | −8,602−29.6% | Reduced |
| Dauntless Investment Group, LLC | 20,176 | $384.2K | 1.08% | −26,520−56.8% | Reduced |
| Headlands Technologies LLC | 20,158 | $383.8K | 0.04% | −7,964−28.3% | Reduced |
| Ensign Peak Advisors, Inc | 19,750 | $376.0K | 0.00% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 19,663 | $374.4K | 0.19% | −540−2.7% | Reduced |
| Janney Montgomery Scott LLC | 19,491 | $371.0K | 0.00% | −1,460−7.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,611 | $365.0K | 0.00% | +938+5.0% | Added |
| Pinnacle Financial Partners, Inc. | 19,114 | $363.9K | 0.00% | +19,114 | New |
| Maryland State Retirement & Pension System | 19,068 | $363.1K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 18,907 | $360.0K | 0.09% | −87−0.5% | Reduced |
| IMC-Chicago, LLC | 18,406 | $350.4K | 0.01% | −114,539−86.2% | Reduced |
| CWM, LLC | 18,381 | $350.0K | 0.00% | +4,042+28.2% | Added |
| Vestcor Inc | 18,317 | $349.0K | 0.01% | +6,887+60.3% | Added |
| Advisor Group Holdings, Inc. | 17,913 | $341.1K | 0.00% | +13,437+300.2% | Added |
| Cetera Investment Advisers | 17,748 | $337.9K | 0.00% | +6,230+54.1% | Added |
| Private Advisor Group, LLC | 17,706 | $337.1K | 0.00% | −183−1.0% | Reduced |
| Dakota Wealth Management | 17,439 | $332.0K | 0.01% | +4,076+30.5% | Added |
| The PNC Financial Services Group, Inc. | 17,419 | $331.7K | 0.00% | +3,564+25.7% | Added |
| Pekin Hardy Strauss, Inc. | 17,300 | $329.4K | 0.03% | +2,800+19.3% | Added |
| Royal Bank of Canada | 17,220 | $328.0K | 0.00% | −452,328−96.3% | Reduced |
| Graham Capital Management, L.P. | 17,146 | $326.5K | 0.01% | −3,504−17.0% | Reduced |
| Harvest Fund Management Co., Ltd | 17,138 | $326.0K | 0.01% | −35,538−67.5% | Reduced |
| Tudor Investment Corp Et Al | 16,791 | $319.7K | 0.00% | −5,363−24.2% | Reduced |
| OneAscent Investment Solutions LLC | 16,289 | $310.1K | 0.31% | +385+2.4% | Added |
| Mercer Global Advisors Inc | 16,281 | $310.0K | 0.00% | +16,281 | New |
| US Bancorp | 15,497 | $295.1K | 0.00% | +2,862+22.7% | Added |
| Oxford Asset Management LLP | 15,370 | $292.6K | 0.12% | +15,370 | New |
| Merit Financial Group, LLC | 15,261 | $290.6K | 0.00% | +1,948+14.6% | Added |
| LPL Financial LLC | 15,168 | $288.8K | 0.00% | +4,714+45.1% | Added |
| Frank, Rimerman Advisors LLC | 14,606 | $278.1K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 14,475 | $275.6K | 0.00% | +2,492+20.8% | Added |
| Great Lakes Advisors, LLC | 14,392 | $274.0K | 0.00% | −370,201−96.3% | Reduced |
| Tower Research Capital LLC (TRC) | 14,327 | $272.8K | 0.01% | +12,848+868.7% | Added |
| Credit Agricole S A | 14,200 | $270.4K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 13,800 | $262.8K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 13,423 | $255.6K | 0.00% | +13,423 | New |
| PCM Encore, LLC | 13,262 | $252.5K | 0.05% | +469+3.7% | Added |
| GAMMA Investing LLC | 13,024 | $248.0K | 0.01% | +2,274+21.2% | Added |
| Deltec Asset Management LLC | 13,000 | $247.5K | 0.05% | +13,000 | New |
| Cerity Partners LLC | 12,930 | $246.2K | 0.00% | +12,930 | New |
| Paragon Capital Management Ltd | 12,787 | $243.5K | 0.05% | −687−5.1% | Reduced |
| Sterling Capital Management LLC | 12,348 | $235.1K | 0.00% | −9,234−42.8% | Reduced |
| Acadian Asset Management LLC | 12,266 | $233.0K | 0.00% | −333,860−96.5% | Reduced |
| Raymond James Financial Inc | 12,079 | $230.0K | 0.00% | +352+3.0% | Added |
| Fideuram Asset Management (Ireland) dac | 11,757 | $225.5K | 0.03% | +1,353+13.0% | Added |
| Principal Financial Group Inc | 11,811 | $224.9K | 0.00% | +395+3.5% | Added |
| North Dakota State Investment Board | 11,563 | $220.2K | 0.01% | −2,784−19.4% | Reduced |
| Commonwealth Equity Services, LLC | 11,513 | $219.2K | 0.00% | +11,513 | New |
| Yousif Capital Management, LLC | 11,498 | $218.9K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 11,451 | $218.0K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 11,349 | $216.1K | 0.07% | +11,349 | New |
| Jain Global LLC | 11,333 | $215.8K | 0.00% | +11,333 | New |
| Centiva Capital, LP | 11,099 | $211.3K | 0.01% | +11,099 | New |
| Norden Group LLC | 10,983 | $209.1K | 0.02% | +10,983 | New |
| Truist Financial Corp | 10,895 | $207.4K | 0.00% | +10,895 | New |
| O'Shaughnessy Asset Management, LLC | 10,737 | $204.4K | 0.00% | −1,756−14.1% | Reduced |
| Marshall Financial Group LLC | 10,351 | $197.1K | 0.03% | −1,382−11.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,522 | $158.6K | 0.00% | +1,655+24.1% | Added |
| MetLife Investment Management | 8,061 | $153.5K | 0.00% | −98−1.2% | Reduced |
| Strategic Investment Advisors | 6,617 | $126.0K | 0.01% | +6,617 | New |
| Signaturefd, LLC | 5,759 | $109.7K | 0.00% | −10.0% | Reduced |
| Global X Japan Co., Ltd. | 5,734 | $109.2K | 0.01% | +5,734 | New |
| Versant Capital Management, Inc | 5,228 | $99.5K | 0.01% | +1,070+25.7% | Added |
| Vanguard Global Advisers, LLC | 4,939 | $94.0K | 0.00% | +4,939 | New |
| Rossby Financial, LCC | 4,949 | $92.6K | 0.02% | +4,949 | New |
| Jones Financial Companies LLLP | 4,596 | $81.3K | 0.00% | +4,535+7,434.4% | Added |
| EFG International AG | 4,200 | $80.0K | 0.00% | −44,437−91.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,664 | $69.8K | 0.00% | −299−7.5% | Reduced |
| Covestor Ltd | 3,629 | $69.0K | 0.05% | −4,753−56.7% | Reduced |
| Parallel Advisors, LLC | 3,288 | $62.6K | 0.00% | +1,775+117.3% | Added |
| Quadrant Capital Group LLC | 2,500 | $47.6K | 0.00% | −545−17.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,471 | $47.1K | 0.00% | +781+46.2% | Added |
| Basecamp Wealth Advisors LLC | 2,429 | $46.2K | 0.01% | −51−2.1% | Reduced |
| Provida Pension Fund Administrator | 1,858 | $35.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,746 | $32.7K | 0.00% | −2,095−54.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,643 | $31.3K | 0.00% | +1,493+995.3% | Added |
| Rockefeller Capital Management L.P. | 1,641 | $31.2K | 0.00% | +399+32.1% | Added |