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 |
|---|---|---|---|---|---|
| STRS Ohio | 22,514 | $366.1K | 0.00% | −1,528−6.4% | Reduced |
| Cerity Partners LLC | 22,075 | $358.9K | 0.00% | +9,145+70.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,768 | $351.4K | 0.00% | +1,157+5.9% | Added |
| Graham Capital Management, L.P. | 21,425 | $348.4K | 0.01% | +4,279+25.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,315 | $346.6K | 0.00% | −53−0.2% | Reduced |
| Prudential PLC | 21,307 | $346.5K | 0.00% | −1,943−8.4% | Reduced |
| Utah Retirement Systems | 20,483 | $333.1K | 0.00% | −941−4.4% | Reduced |
| SEB Asset Management AB | 20,434 | $332.3K | 0.00% | −91,575−81.8% | Reduced |
| Dakota Wealth Management | 20,272 | $329.6K | 0.01% | +2,833+16.2% | Added |
| Nisa Investment Advisors, LLC | 19,939 | $324.2K | 0.00% | +18,296+1,113.6% | Added |
| Ensign Peak Advisors, Inc | 19,750 | $321.1K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 19,737 | $320.9K | 0.00% | +4,476+29.3% | Added |
| IMC-Chicago, LLC | 19,621 | $319.0K | 0.00% | +1,215+6.6% | Added |
| Maryland State Retirement & Pension System | 19,068 | $310.0K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 18,822 | $306.0K | 0.07% | −85−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 18,685 | $303.8K | 0.00% | +1,266+7.3% | Added |
| Brinker Capital Investments, LLC | 18,522 | $301.2K | 0.00% | −2,213−10.7% | Reduced |
| Vestcor Inc | 18,317 | $298.0K | 0.01% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 17,983 | $292.4K | 0.12% | −1,680−8.5% | Reduced |
| Amalgamated Bank | 17,744 | $289.0K | 0.00% | −21,683−55.0% | Reduced |
| Janney Montgomery Scott LLC | 17,213 | $280.0K | 0.00% | −2,278−11.7% | Reduced |
| Harvest Fund Management Co., Ltd | 16,832 | $274.0K | 0.01% | −306−1.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 16,300 | $265.0K | 0.02% | −1,000−5.8% | Reduced |
| Mercer Global Advisors Inc | 16,293 | $264.9K | 0.00% | +12+0.1% | Added |
| Advisor Group Holdings, Inc. | 16,062 | $261.2K | 0.00% | −1,851−10.3% | Reduced |
| Flputnam Investment Management Co | 15,340 | $249.4K | 0.00% | +15,340 | New |
| Sciencast Management LP | 15,086 | $245.3K | 0.05% | −153,744−91.1% | Reduced |
| Abn Amro Investment Solutions | 14,600 | $237.4K | 0.00% | −16,700−53.4% | Reduced |
| CIBC Asset Management Inc | 13,705 | $222.8K | 0.00% | +282+2.1% | Added |
| Deltec Asset Management LLC | 13,000 | $211.4K | 0.03% | 00.0% | Unchanged |
| PCM Encore, LLC | 12,776 | $207.7K | 0.04% | −486−3.7% | Reduced |
| JustInvest LLC | 12,582 | $204.6K | 0.00% | −1,893−13.1% | Reduced |
| US Bancorp | 12,495 | $203.2K | 0.00% | −3,002−19.4% | Reduced |
| Royal Bank of Canada | 12,260 | $198.0K | 0.00% | −4,960−28.8% | Reduced |
| North Dakota State Investment Board | 11,857 | $192.8K | 0.01% | +294+2.5% | Added |
| Sterling Capital Management LLC | 11,813 | $192.1K | 0.00% | −535−4.3% | Reduced |
| Raymond James Financial Inc | 11,798 | $191.8K | 0.00% | −281−2.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 11,576 | $188.2K | 0.00% | −208,719−94.7% | Reduced |
| Yousif Capital Management, LLC | 11,515 | $187.2K | 0.00% | +17+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 11,481 | $186.7K | 0.00% | +11,481 | New |
| OneAscent Financial Services LLC | 11,430 | $185.9K | 0.01% | −14,329−55.6% | Reduced |
| Oppenheimer Asset Management Inc. | 11,162 | $181.5K | 0.00% | −289−2.5% | Reduced |
| GAMMA Investing LLC | 11,098 | $180.5K | 0.01% | −1,926−14.8% | Reduced |
| Cetera Investment Advisers | 10,626 | $172.8K | 0.00% | −7,122−40.1% | Reduced |
| Leonteq Securities AG | 10,499 | $170.7K | 0.01% | +10,499 | New |
| Vinva Investment Management Ltd | 10,356 | $168.9K | 0.00% | +10,356 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,499 | $154.6K | 0.00% | +977+11.5% | Added |
| UBS Asset Management Americas Inc | 8,734 | $142.0K | 0.00% | −2,933,751−99.7% | Reduced |
| Global X Japan Co., Ltd. | 6,542 | $106.4K | 0.00% | +808+14.1% | Added |
| MetLife Investment Management | 6,407 | $104.2K | 0.00% | −1,654−20.5% | Reduced |
| Strategic Investment Advisors | 6,304 | $102.5K | 0.01% | −313−4.7% | Reduced |
| SRS Capital Advisors, Inc. | 6,103 | $99.2K | 0.00% | +5,243+609.7% | Added |
| Jones Financial Companies LLLP | 5,900 | $95.2K | 0.00% | +1,304+28.4% | Added |
| Signaturefd, LLC | 5,451 | $88.6K | 0.00% | −308−5.3% | Reduced |
| Rossby Financial, LCC | 4,925 | $80.1K | 0.01% | −24−0.5% | Reduced |
| EFG International AG | 4,200 | $68.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,559 | $57.9K | 0.01% | −1,669−31.9% | Reduced |
| Global Retirement Partners, LLC | 2,887 | $46.9K | 0.00% | +2,887 | New |
| Ronald Blue Trust, Inc. | 2,452 | $39.9K | 0.00% | −1,212−33.1% | Reduced |
| Essential Partners LLC | 2,412 | $39.2K | 0.02% | +2,035+539.8% | Added |
| Altshuler Shaham Ltd | 2,096 | $34.1K | 0.00% | +2,096 | New |
| Farther Finance Advisors, LLC | 2,062 | $33.5K | 0.00% | +316+18.1% | Added |
| EverSource Wealth Advisors, LLC | 1,599 | $26.0K | 0.00% | −872−35.3% | Reduced |
| Covestor Ltd | 1,613 | $26.0K | 0.02% | −2,016−55.6% | Reduced |
| Parallel Advisors, LLC | 1,560 | $25.4K | 0.00% | −1,728−52.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,505 | $24.5K | 0.00% | −136−8.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,423 | $23.1K | 0.00% | +213+17.6% | Added |
| Grove Bank & Trust | 1,384 | $22.5K | 0.00% | −45−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,121 | $18.2K | 0.00% | −13,206−92.2% | Reduced |
| Massmutual Trust Co FSB | 1,120 | $18.2K | 0.00% | +22+2.0% | Added |
| Triumph Capital Management | 1,100 | $17.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 899 | $14.6K | 0.00% | +556+162.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 892 | $14.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 847 | $13.8K | 0.00% | −407−32.5% | Reduced |
| Larson Financial Group LLC | 727 | $11.8K | 0.00% | −69−8.7% | Reduced |
| Stone House Investment Management, LLC | 564 | $9.17K | 0.00% | +232+69.9% | Added |
| Westside Investment Management, Inc. | 545 | $8.86K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 438 | $7.12K | 0.00% | +321+274.4% | Added |
| Atlantic Trust, LLC | 429 | $6.98K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 424 | $6.89K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 357 | $5.82K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 334 | $5.43K | 0.00% | −1,189−78.1% | Reduced |
| Continuum Advisory, LLC | 270 | $4.39K | 0.00% | +270 | New |
| MV Capital Management, Inc. | 249 | $4.05K | 0.00% | −8−3.1% | Reduced |
| Bell Investment Advisors, Inc | 208 | $3.38K | 0.00% | +104+100.0% | Added |
| Owl Creek Wealth Partners LLC | 205 | $3.33K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 178 | $2.89K | 0.00% | −141−44.2% | Reduced |
| SJS Investment Consulting Inc. | 166 | $2.70K | 0.00% | +161+3,220.0% | Added |
| Parkside Financial Bank & Trust | 140 | $2.28K | 0.00% | −181−56.4% | Reduced |
| Activest Wealth Management | 125 | $2.03K | 0.00% | +1+0.8% | Added |
| Bessemer Group Inc | 121 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 122 | $1.98K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 103 | $1.68K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 102 | $1.66K | 0.00% | +102 | New |
| Fortitude Family Office, LLC | 99 | $1.61K | 0.00% | +99 | New |
| Cromwell Holdings LLC | 97 | $1.58K | 0.00% | +44+83.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 86 | $1.40K | 0.00% | +86 | New |
| Banque Transatlantique SA | 85 | $1.38K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 83 | $1.33K | 0.00% | +83 | New |
| Clearstead Advisors, LLC | 81 | $1.32K | 0.00% | +54+200.0% | Added |