Xerox Holdings Corp
XRX- Exchange
- Nasdaq
- Industry
- Computer Peripheral Equipment, NEC
- SEC CIK
- 0001770450
No open-market purchases or sales by Xerox Holdings Corp insiders were filed in the last 90 days; 230 institutions reported holding it in 13F filings for Q2 2026, worth $292.5M in total; no superinvestor holds it.
Other share classesXRXDW
13F holders, Q2 2021
Institutional positions in Xerox Holdings Corp as of Jun 30, 2021. 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
- 339
- −29 vs. Q1 2021
- Shares held
- 146.8M
- −6.39M (−4.2%) vs. Q1 2021
- Total value
- $3.45B
- −$269.0M (−7.2%) vs. Q1 2021
- New holders
- 36
- 103 more added
- Sold out
- 65
- 133 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XRX 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 | 230 | $292.5M |
| Q1 2026 | 218 | $114.2M |
| Q4 2025 | 247 | $244.3M |
| Q3 2025 | 278 | $382.0M |
| Q2 2025 | 294 | $646.8M |
| Q1 2025 | 304 | $574.4M |
| Q4 2024 | 282 | $1.03B |
| Q3 2024 | 288 | $1.15B |
| Q2 2024 | 309 | $1.32B |
| Q1 2024 | 336 | $2.08B |
| Q4 2023 | 310 | $1.95B |
| Q3 2023 | 298 | $1.62B |
| Q2 2023 | 304 | $1.97B |
| Q1 2023 | 306 | $1.96B |
| Q4 2022 | 304 | $1.85B |
| Q3 2022 | 294 | $1.68B |
| Q2 2022 | 311 | $1.94B |
| Q1 2022 | 324 | $2.56B |
| Q4 2021 | 335 | $2.30B |
| Q3 2021 | 338 | $2.31B |
| Q2 2021 | 339 | $3.45B |
| Q1 2021 | 370 | $3.73B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Country Trust Bank | 2 | $0 | 0.00% | −573−99.7% | Reduced |
| Oakworth Capital, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 248 | $0 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $0 | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 32 | $752 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 35 | $1.00K | 0.00% | −43,882−99.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $1.00K | 0.00% | +37 | New |
| Personal Wealth Partners | 41 | $1.00K | 0.00% | +41 | New |
| TD Ameritrade Investment Management, LLC | 73 | $2.00K | 0.00% | −950−92.9% | Reduced |
| Massmutual Trust Co FSB | 106 | $2.00K | 0.00% | −16−13.1% | Reduced |
| First Horizon Corp | 93 | $2.00K | 0.00% | −8−7.9% | Reduced |
| Howe & Rusling Inc | 64 | $2.00K | 0.00% | −23−26.4% | Reduced |
| Harbor Investment Advisory, LLC | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 103 | $2.00K | 0.00% | +1+1.0% | Added |
| CX Institutional | 69 | $2.00K | 0.00% | +10+16.9% | Added |
| Liberty Wealth Management LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 94 | $2.00K | 0.00% | +94 | New |
| Concord Wealth Partners | 67 | $2.00K | 0.00% | +67 | New |
| Freedman Financial Associates, Inc. | 125 | $3.00K | 0.00% | −500−80.0% | Reduced |
| Earnest Partners LLC | 126 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 141 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 143 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 137 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 109 | $3.00K | 0.00% | +61+127.1% | Added |
| First Manhattan Co | 179 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 152 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 150 | $4.00K | 0.00% | +150 | New |
| TD Private Client Wealth LLC | 192 | $4.51K | 0.00% | −84−30.4% | Reduced |
| Atlas Capital Advisors LLC | 200 | $4.70K | 0.00% | −5,074−96.2% | Reduced |
| Signaturefd, LLC | 228 | $5.00K | 0.00% | −288−55.8% | Reduced |
| Rockbridge Investment Management, LCC | 231 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 223 | $5.00K | 0.00% | −1−0.4% | Reduced |
| Gradient Investments LLC | 239 | $6.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 292 | $7.00K | 0.00% | −5−1.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 350 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 346 | $8.00K | 0.00% | +346 | New |
| AdvisorNet Financial, Inc | 433 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 513 | $12.0K | 0.00% | −25−4.6% | Reduced |
| Ancora Advisors, LLC | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 528 | $12.0K | 0.00% | +40+8.2% | Added |
| Harvest Fund Management Co., Ltd | 591 | $13.0K | 0.00% | −706−54.4% | Reduced |
| Wealth Quarterback LLC | 546 | $13.0K | 0.01% | +546 | New |
| Allworth Financial LP | 614 | $14.0K | 0.00% | −50−7.5% | Reduced |
| TCI Wealth Advisors, Inc. | 694 | $16.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 673 | $16.0K | 0.01% | +673 | New |
| CWM, LLC | 735 | $17.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 738 | $17.0K | 0.00% | +7+1.0% | Added |
| Wagner Wealth Management, LLC | 725 | $17.0K | 0.01% | +725 | New |
| Red Door Wealth Management, LLC | 731 | $17.0K | 0.01% | +731 | New |
| Bollard Group LLC | 755 | $18.0K | 0.00% | +7+0.9% | Added |
| Cutler Group LP | 798 | $18.0K | 0.00% | +798 | New |
| Exchange Traded Concepts, LLC | 822 | $19.0K | 0.00% | +65+8.6% | Added |
| IFP Advisors, Inc | 757 | $19.0K | 0.00% | +434+134.4% | Added |
| North Star Investment Management Corp. | 890 | $21.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 987 | $23.0K | 0.00% | +25+2.6% | Added |
| Crescent Capital Consulting, LLC | 1,100 | $25.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,125 | $27.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,159 | $27.0K | 0.00% | +477+69.9% | Added |
| Vectors Research Management, LLC | 1,325 | $31.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,367 | $32.0K | 0.00% | −390−22.2% | Reduced |
| Geneos Wealth Management Inc. | 1,412 | $33.0K | 0.00% | −601−29.9% | Reduced |
| West Branch Capital LLC | 1,447 | $34.0K | 0.02% | +1,447 | New |
| Loomis Sayles & Co L P | 1,538 | $36.0K | 0.00% | +422+37.8% | Added |
| BDO Wealth Advisors, LLC | 1,564 | $37.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,986 | $46.0K | 0.03% | +6+0.3% | Added |
| Assetmark, Inc | 2,082 | $49.0K | 0.00% | −258,061−99.2% | Reduced |
| Whittier Trust Co | 2,273 | $53.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,381 | $56.0K | 0.00% | −781−24.7% | Reduced |
| State of Wyoming | 2,695 | $63.0K | 0.04% | +2,695 | New |
| Captrust Financial Advisors | 2,882 | $68.0K | 0.00% | +19+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 3,250 | $76.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,325 | $78.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 4,474 | $105.0K | 0.00% | +1,839+69.8% | Added |
| Catalyst Capital Advisors LLC | 4,612 | $108.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,644 | $109.0K | 0.03% | +4,644 | New |
| Shell Asset Management Co | 4,977 | $117.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,053 | $142.0K | 0.00% | +2,202+57.2% | Added |
| American Portfolios Advisors | 6,168 | $144.9K | 0.01% | +1,602+35.1% | Added |
| CenterStar Asset Management, LLC | – | $150.0K | 0.16% | – | New |
| Longfellow Investment Management Co LLC | 7,012 | $165.0K | 0.02% | −4,463−38.9% | Reduced |