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, Q3 2021
Institutional positions in Xerox Holdings Corp as of Sep 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
- 338
- +4 vs. Q2 2021
- Shares held
- 114.2M
- −32.5M (−22.1%) vs. Q2 2021
- Total value
- $2.31B
- −$1.14B (−33.1%) vs. Q2 2021
- New holders
- 49
- 97 more added
- Sold out
- 45
- 126 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 22 | $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 |
| Oakworth Capital, Inc. | 25 | $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 |
| Financial Management Professionals, Inc. | 16 | $0 | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 32 | $645 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 45 | $908 | 0.00% | +45 | New |
| Parallel Advisors, LLC | 57 | $1.00K | 0.00% | −52−47.7% | Reduced |
| Howe & Rusling Inc | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $1.00K | 0.00% | −59−55.7% | Reduced |
| CX Institutional | 43 | $1.00K | 0.00% | −26−37.7% | Reduced |
| Liberty Wealth Management LLC | 74 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 63 | $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 |
| SRS Capital Advisors, Inc. | 37 | $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 |
| Global Retirement Partners, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 31 | $1.00K | 0.00% | +31 | New |
| Syverson Strege & Co | 45 | $1.00K | 0.00% | +45 | New |
| TD Private Client Wealth LLC | 97 | $1.96K | 0.00% | −95−49.5% | Reduced |
| Parkside Financial Bank & Trust | 83 | $2.00K | 0.00% | −97−53.9% | Reduced |
| Firestone Capital Management | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 102 | $2.00K | 0.00% | +73+251.7% | Added |
| First Horizon Advisors, Inc. | 93 | $2.00K | 0.00% | +93 | New |
| Bell Investment Advisors, Inc | 120 | $2.00K | 0.00% | +120 | New |
| Allworth Financial LP | 132 | $3.00K | 0.00% | −482−78.5% | Reduced |
| Tarbox Family Office, Inc. | 143 | $3.00K | 0.00% | −149−51.0% | Reduced |
| First Manhattan Co | 179 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 152 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 126 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 137 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 129 | $3.00K | 0.00% | +35+37.2% | Added |
| Steward Partners Investment Advisory, LLC | 178 | $4.00K | 0.00% | −350−66.3% | Reduced |
| Mizuho Securities Co. Ltd. | 215 | $4.00K | 0.00% | −8−3.6% | Reduced |
| Quadrant Capital Group LLC | 193 | $4.00K | 0.00% | +52+36.9% | Added |
| Rockefeller Capital Management L.P. | 244 | $4.00K | 0.00% | +101+70.6% | Added |
| NEXT Financial Group, Inc | 197 | $4.00K | 0.00% | +150+319.1% | Added |
| Atlas Capital Advisors LLC | 200 | $4.03K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 240 | $5.00K | 0.00% | +1+0.4% | Added |
| Signaturefd, LLC | 259 | $5.00K | 0.00% | +31+13.6% | Added |
| Rockbridge Investment Management, LCC | 231 | $5.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 250 | $5.00K | 0.00% | +250 | New |
| Hexagon Capital Partners LLC | 250 | $5.00K | 0.00% | +250 | New |
| Sugarloaf Wealth Management, LLC | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 353 | $7.00K | 0.00% | +341+2,841.7% | Added |
| Mascoma Wealth Management LLC | 341 | $7.00K | 0.00% | +341 | New |
| Levin Capital Strategies, L.P. | 414 | $8.00K | 0.00% | +414 | New |
| Ancora Advisors, LLC | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 552 | $12.0K | 0.01% | +6+1.1% | Added |
| Bollard Group LLC | 762 | $15.0K | 0.00% | +7+0.9% | Added |
| IFP Advisors, Inc | 757 | $16.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 890 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 890 | $18.0K | 0.00% | +196+28.2% | Added |
| Bessemer Group Inc | 962 | $19.0K | 0.00% | −25−2.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 997 | $19.0K | 0.00% | +924+1,265.8% | Added |
| Banque Cantonale Vaudoise | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,000 | $20.0K | 0.00% | +1,000 | New |
| Crescent Capital Consulting, LLC | 1,100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,097 | $22.0K | 0.01% | +1,097 | New |
| Silvant Capital Management LLC | 1,125 | $23.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,253 | $25.0K | 0.00% | −285−18.5% | Reduced |
| Vectors Research Management, LLC | 1,325 | $27.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,316 | $27.0K | 0.00% | +494+60.1% | Added |
| West Branch Capital LLC | 1,447 | $29.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,412 | $29.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,566 | $32.0K | 0.00% | −815−34.2% | Reduced |
| BDO Wealth Advisors, LLC | 1,564 | $32.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,991 | $40.0K | 0.02% | +5+0.3% | Added |
| Assetmark, Inc | 2,066 | $42.0K | 0.00% | −16−0.8% | Reduced |
| Whittier Trust Co | 2,273 | $46.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 2,456 | $49.0K | 0.01% | +1,718+232.8% | Added |
| Westside Investment Management, Inc. | 2,625 | $52.0K | 0.00% | −4,500−63.2% | Reduced |
| Cutler Group LP | 2,602 | $52.0K | 0.00% | +1,804+226.1% | Added |
| Captrust Financial Advisors | 2,854 | $58.0K | 0.00% | −28−1.0% | Reduced |
| CVA Family Office, LLC | 3,300 | $62.0K | 0.04% | −25−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,250 | $65.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,456 | $70.0K | 0.01% | −1,188−25.6% | Reduced |
| Spire Wealth Management | 3,873 | $78.0K | 0.00% | +2,506+183.3% | Added |
| Capstone Investment Advisors, LLC | 4,353 | $88.0K | 0.00% | +3,194+275.6% | Added |
| Catalyst Capital Advisors LLC | 4,612 | $93.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,649 | $94.0K | 0.00% | +175+3.9% | Added |
| Shell Asset Management Co | 4,787 | $97.0K | 0.00% | −190−3.8% | Reduced |
| NN Investment Partners Holdings N.V. | 6,100 | $123.0K | 0.00% | +6,100 | New |
| American Portfolios Advisors | 6,365 | $128.4K | 0.00% | +197+3.2% | Added |
| Ci Investments Inc. | 6,541 | $132.0K | 0.00% | +488+8.1% | Added |
| Northwestern Mutual Wealth Management Co | 6,999 | $141.0K | 0.00% | −368−5.0% | Reduced |
| Longfellow Investment Management Co LLC | 7,012 | $142.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 7,492 | $151.0K | 0.01% | +7,492 | New |
| Fuller & Thaler Asset Management, Inc. | 8,222 | $166.0K | 0.00% | −600−6.8% | Reduced |