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, Q2 2026
Institutional positions in XP Inc. as of Jun 30, 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
- 321
- −36 vs. Q1 2026
- Shares held
- 333.1M
- +696.9K (+0.2%) vs. Q1 2026
- Total value
- $5.42B
- −$907.9M (−14.4%) vs. Q1 2026
- New holders
- 38
- 109 more added
- Sold out
- 74
- 135 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding XP Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 1 | $16 | 0.00% | −6−85.7% | Reduced |
| Kimelman & Baird, LLC | 3 | $49 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $49 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9 | $152 | 0.00% | +9 | New |
| Ameritas Advisory Services, LLC | 21 | $341 | 0.00% | +21 | New |
| Fifth Third Bancorp | 23 | $374 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 25 | $407 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $488 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $519 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $537 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $569 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 42 | $683 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 44 | $715 | 0.00% | −14−24.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 54 | $878 | 0.00% | −12−18.2% | Reduced |
| True Wealth Design, LLC | 54 | $879 | 0.00% | −16−22.9% | Reduced |
| Cornerstone Financial Management LLC | 56 | $911 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 58 | $943 | 0.00% | +58 | New |
| Cape Investment Advisory, Inc. | 60 | $976 | 0.00% | +60 | New |
| Quent Capital, LLC | 64 | $1.04K | 0.00% | −45−41.3% | Reduced |
| Kilter Group LLC | 65 | $1.06K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 71 | $1.15K | 0.00% | +15+26.8% | Added |
| Clearstead Advisors, LLC | 81 | $1.32K | 0.00% | +54+200.0% | Added |
| Action Point Financial Planning, LLC | 83 | $1.33K | 0.00% | +83 | New |
| Banque Transatlantique SA | 85 | $1.38K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 86 | $1.40K | 0.00% | +86 | New |
| Cromwell Holdings LLC | 97 | $1.58K | 0.00% | +44+83.0% | Added |
| Fortitude Family Office, LLC | 99 | $1.61K | 0.00% | +99 | New |
| Silver Grove Financial Group, Inc. | 102 | $1.66K | 0.00% | +102 | New |
| Park Place Capital Corp | 103 | $1.68K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 122 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 121 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 125 | $2.03K | 0.00% | +1+0.8% | Added |
| Parkside Financial Bank & Trust | 140 | $2.28K | 0.00% | −181−56.4% | Reduced |
| SJS Investment Consulting Inc. | 166 | $2.70K | 0.00% | +161+3,220.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 178 | $2.89K | 0.00% | −141−44.2% | Reduced |
| Owl Creek Wealth Partners LLC | 205 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $3.38K | 0.00% | +104+100.0% | Added |
| MV Capital Management, Inc. | 249 | $4.05K | 0.00% | −8−3.1% | Reduced |
| Continuum Advisory, LLC | 270 | $4.39K | 0.00% | +270 | New |
| Rothschild Investment LLC | 334 | $5.43K | 0.00% | −1,189−78.1% | Reduced |
| Smartleaf Asset Management LLC | 357 | $5.82K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 424 | $6.89K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 429 | $6.98K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 438 | $7.12K | 0.00% | +321+274.4% | Added |
| Westside Investment Management, Inc. | 545 | $8.86K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 564 | $9.17K | 0.00% | +232+69.9% | Added |
| Larson Financial Group LLC | 727 | $11.8K | 0.00% | −69−8.7% | Reduced |
| Allworth Financial LP | 847 | $13.8K | 0.00% | −407−32.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 892 | $14.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 899 | $14.6K | 0.00% | +556+162.1% | Added |
| Triumph Capital Management | 1,100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,120 | $18.2K | 0.00% | +22+2.0% | Added |
| Tower Research Capital LLC (TRC) | 1,121 | $18.2K | 0.00% | −13,206−92.2% | Reduced |
| Grove Bank & Trust | 1,384 | $22.5K | 0.00% | −45−3.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,423 | $23.1K | 0.00% | +213+17.6% | Added |
| Rockefeller Capital Management L.P. | 1,505 | $24.5K | 0.00% | −136−8.3% | Reduced |
| Parallel Advisors, LLC | 1,560 | $25.4K | 0.00% | −1,728−52.6% | Reduced |
| Covestor Ltd | 1,613 | $26.0K | 0.02% | −2,016−55.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,599 | $26.0K | 0.00% | −872−35.3% | Reduced |
| Farther Finance Advisors, LLC | 2,062 | $33.5K | 0.00% | +316+18.1% | Added |
| Altshuler Shaham Ltd | 2,096 | $34.1K | 0.00% | +2,096 | New |
| Essential Partners LLC | 2,412 | $39.2K | 0.02% | +2,035+539.8% | Added |
| Ronald Blue Trust, Inc. | 2,452 | $39.9K | 0.00% | −1,212−33.1% | Reduced |
| Global Retirement Partners, LLC | 2,887 | $46.9K | 0.00% | +2,887 | New |
| Versant Capital Management, Inc | 3,559 | $57.9K | 0.01% | −1,669−31.9% | Reduced |
| EFG International AG | 4,200 | $68.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4,925 | $80.1K | 0.01% | −24−0.5% | Reduced |
| Signaturefd, LLC | 5,451 | $88.6K | 0.00% | −308−5.3% | Reduced |
| Jones Financial Companies LLLP | 5,900 | $95.2K | 0.00% | +1,304+28.4% | Added |
| SRS Capital Advisors, Inc. | 6,103 | $99.2K | 0.00% | +5,243+609.7% | Added |
| Strategic Investment Advisors | 6,304 | $102.5K | 0.01% | −313−4.7% | Reduced |
| MetLife Investment Management | 6,407 | $104.2K | 0.00% | −1,654−20.5% | Reduced |
| Global X Japan Co., Ltd. | 6,542 | $106.4K | 0.00% | +808+14.1% | Added |
| UBS Asset Management Americas Inc | 8,734 | $142.0K | 0.00% | −2,933,751−99.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,499 | $154.6K | 0.00% | +977+11.5% | Added |
| Vinva Investment Management Ltd | 10,356 | $168.9K | 0.00% | +10,356 | New |
| Leonteq Securities AG | 10,499 | $170.7K | 0.01% | +10,499 | New |
| Cetera Investment Advisers | 10,626 | $172.8K | 0.00% | −7,122−40.1% | Reduced |
| GAMMA Investing LLC | 11,098 | $180.5K | 0.01% | −1,926−14.8% | Reduced |
| Oppenheimer Asset Management Inc. | 11,162 | $181.5K | 0.00% | −289−2.5% | Reduced |
| OneAscent Financial Services LLC | 11,430 | $185.9K | 0.01% | −14,329−55.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,481 | $186.7K | 0.00% | +11,481 | New |
| Yousif Capital Management, LLC | 11,515 | $187.2K | 0.00% | +17+0.1% | Added |
| Caisse de Depot Et Placement du Quebec | 11,576 | $188.2K | 0.00% | −208,719−94.7% | Reduced |
| Raymond James Financial Inc | 11,798 | $191.8K | 0.00% | −281−2.3% | Reduced |
| Sterling Capital Management LLC | 11,813 | $192.1K | 0.00% | −535−4.3% | Reduced |
| North Dakota State Investment Board | 11,857 | $192.8K | 0.01% | +294+2.5% | Added |
| Royal Bank of Canada | 12,260 | $198.0K | 0.00% | −4,960−28.8% | Reduced |
| US Bancorp | 12,495 | $203.2K | 0.00% | −3,002−19.4% | Reduced |
| JustInvest LLC | 12,582 | $204.6K | 0.00% | −1,893−13.1% | Reduced |
| PCM Encore, LLC | 12,776 | $207.7K | 0.04% | −486−3.7% | Reduced |
| Deltec Asset Management LLC | 13,000 | $211.4K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 13,705 | $222.8K | 0.00% | +282+2.1% | Added |
| Abn Amro Investment Solutions | 14,600 | $237.4K | 0.00% | −16,700−53.4% | Reduced |
| Sciencast Management LP | 15,086 | $245.3K | 0.05% | −153,744−91.1% | Reduced |
| Flputnam Investment Management Co | 15,340 | $249.4K | 0.00% | +15,340 | New |
| Advisor Group Holdings, Inc. | 16,062 | $261.2K | 0.00% | −1,851−10.3% | Reduced |
| Mercer Global Advisors Inc | 16,293 | $264.9K | 0.00% | +12+0.1% | Added |
| Pekin Hardy Strauss, Inc. | 16,300 | $265.0K | 0.02% | −1,000−5.8% | Reduced |
| Harvest Fund Management Co., Ltd | 16,832 | $274.0K | 0.01% | −306−1.8% | Reduced |