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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1,523 | $29.0K | 0.00% | +1,402+1,158.7% | Added |
| Grove Bank & Trust | 1,429 | $27.2K | 0.00% | −9−0.6% | Reduced |
| Allworth Financial LP | 1,254 | $23.9K | 0.00% | +749+148.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,210 | $23.1K | 0.00% | +1,025+554.1% | Added |
| Triumph Capital Management | 1,100 | $20.9K | 0.00% | +300+37.5% | Added |
| Massmutual Trust Co FSB | 1,098 | $20.9K | 0.00% | +244+28.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 892 | $17.0K | 0.00% | +892 | New |
| SRS Capital Advisors, Inc. | 860 | $16.4K | 0.00% | +497+136.9% | Added |
| Larson Financial Group LLC | 796 | $15.2K | 0.00% | −65−7.5% | Reduced |
| CX Institutional | 582 | $11.0K | 0.00% | +582 | New |
| Westside Investment Management, Inc. | 545 | $10.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 442 | $8.42K | 0.00% | +374+550.0% | Added |
| Atlantic Trust, LLC | 429 | $8.17K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 424 | $8.07K | 0.00% | +424 | New |
| Essential Partners LLC | 377 | $7.18K | 0.00% | +71+23.2% | Added |
| SBI Securities Co., Ltd. | 343 | $6.53K | 0.00% | −43−11.1% | Reduced |
| Smartleaf Asset Management LLC | 357 | $6.33K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 332 | $6.32K | 0.00% | +286+621.7% | Added |
| Parkside Financial Bank & Trust | 321 | $6.11K | 0.00% | −12−3.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 319 | $6.07K | 0.00% | −8,607−96.4% | Reduced |
| Advisory Services Network, LLC | 306 | $5.83K | 0.00% | +306 | New |
| MV Capital Management, Inc. | 257 | $4.89K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 205 | $3.90K | 0.00% | +205 | New |
| Activest Wealth Management | 124 | $2.37K | 0.00% | +8+6.9% | Added |
| Ramirez Asset Management, Inc. | 122 | $2.32K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 117 | $2.23K | 0.00% | −17−12.7% | Reduced |
| Quent Capital, LLC | 109 | $2.08K | 0.00% | +83+319.2% | Added |
| Bessemer Group Inc | 121 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $1.98K | 0.00% | +35+50.7% | Added |
| Park Place Capital Corp | 103 | $1.96K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 91 | $1.73K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 85 | $1.62K | 0.00% | +85 | New |
| SHP Wealth Management | 83 | $1.58K | 0.00% | +83 | New |
| 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 |
| Keating Financial Advisory Services, Inc. | 66 | $1.26K | 0.00% | +64+3,200.0% | Added |
| Kilter Group LLC | 65 | $1.24K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 58 | $1.10K | 0.00% | +33+132.0% | Added |
| Cornerstone Financial Management LLC | 56 | $1.07K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 56 | $1.07K | 0.00% | +56 | New |
| Cromwell Holdings LLC | 53 | $1.01K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 47 | $895 | 0.00% | +47 | New |
| Ares Financial Consulting, LLC | 42 | $786 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $666 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $628 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $572 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $567 | 0.00% | +30 | New |
| Clearstead Advisors, LLC | 27 | $515 | 0.00% | −55−67.1% | Reduced |
| Operose Advisors LLC | 25 | $476 | 0.00% | +25 | New |
| Fifth Third Bancorp | 23 | $438 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 10 | $190 | 0.00% | −16,422−99.9% | Reduced |
| Hughes Financial Services, LLC | 7 | $133 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 5 | $96 | 0.00% | +5 | New |
| Kimelman & Baird, LLC | 3 | $58 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $58 | 0.00% | 00.0% | Unchanged |
| 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 |
| Rakuten Securities, Inc. | 2 | $38 | 0.00% | −11−84.6% | Reduced |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −596,760−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −571,756−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −319,928−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −292,877−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −270,979−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −231,700−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −200,930−100.0% | Sold out |
| Nutshell Asset Management Ltd | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −197,874−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −212,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −151,819−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −113,593−100.0% | Sold out |
| Matthews International Capital Management LLC | 0 | $0 | 0.00% | −101,999−100.0% | Sold out |
| Hyperion Capital Advisors LP | 0 | $0 | 0.00% | −61,067−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −48,172−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −46,486−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −34,126−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −30,978−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −25,905−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −23,909−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −23,646−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −20,434−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,037−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −18,873−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −18,204−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −16,779−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −16,725−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,746−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −13,486−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,944−100.0% | Sold out |
| 9823 Capital, L.P. | 0 | $0 | 0.00% | −11,198−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −10,949−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −10,926−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |