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, Q4 2021
Institutional positions in Xerox Holdings Corp as of Dec 31, 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
- 335
- +1 vs. Q3 2021
- Shares held
- 101.6M
- −12.6M (−11.0%) vs. Q3 2021
- Total value
- $2.30B
- −$4.01M (−0.2%) vs. Q3 2021
- New holders
- 57
- 94 more added
- Sold out
- 56
- 124 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 25 | $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 |
| Huntington National Bank | 1 | $0 | 0.00% | +1 | New |
| Rather & Kittrell, Inc. | 38 | $0 | 0.00% | +38 | New |
| Glassman Wealth Services | 9 | $0 | 0.00% | +9 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 20 | $0 | 0.00% | +20 | New |
| Retirement Planning Co of New England, Inc. | 2 | $0 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 11 | $0 | 0.00% | +11 | New |
| Gould Capital, LLC | 3 | $0 | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 15 | $340 | 0.00% | +15 | New |
| TD Private Client Wealth LLC | 16 | $362 | 0.00% | −81−83.5% | Reduced |
| Raffa Wealth Management, LLC | 32 | $724 | 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 |
| SRS Capital Advisors, Inc. | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 45 | $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 |
| JFS Wealth Advisors, LLC | 54 | $1.00K | 0.00% | +54 | New |
| JJJ Advisors Inc. | 52 | $1.00K | 0.00% | +52 | New |
| PYA Waltman Capital, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Level Financial Advisors, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Schubert & Co | 37 | $1.00K | 0.00% | +37 | New |
| Caldwell Trust Co | 45 | $1.02K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 105 | $2.00K | 0.00% | +105 | New |
| EverSource Wealth Advisors, LLC | 102 | $2.00K | 0.00% | +102 | New |
| Private Capital Group, LLC | 76 | $2.00K | 0.00% | +76 | New |
| City State Bank | 93 | $2.00K | 0.00% | +93 | New |
| Rise Advisors, LLC | 121 | $2.74K | 0.00% | +121 | New |
| Earnest Partners LLC | 126 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 132 | $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 |
| Umb Bank N A | 123 | $3.00K | 0.00% | +123 | New |
| Lee Financial Co | 123 | $3.00K | 0.00% | +123 | New |
| Concord Wealth Partners | 134 | $3.00K | 0.00% | +134 | New |
| Ahl Investment Management, Inc. | 150 | $3.00K | 0.00% | +150 | New |
| Dark Forest Capital Management LP | 172 | $4.00K | 0.00% | −925−84.3% | Reduced |
| NEXT Financial Group, Inc | 197 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 179 | $4.00K | 0.00% | +1+0.6% | Added |
| Rockefeller Capital Management L.P. | 207 | $4.00K | 0.00% | −37−15.2% | Reduced |
| First Manhattan Co | 179 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 181 | $4.00K | 0.00% | +31+20.7% | Added |
| Arlington Partners LLC | 167 | $4.00K | 0.00% | +167 | New |
| Atlas Capital Advisors LLC | 200 | $4.53K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 240 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 231 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 223 | $5.00K | 0.00% | +8+3.7% | Added |
| Ancora Advisors, LLC | 250 | $6.00K | 0.00% | −250−50.0% | Reduced |
| Costello Asset Management, INC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 248 | $6.00K | 0.00% | +128+106.7% | Added |
| West Bancorporation Inc | 250 | $6.00K | 0.00% | +250 | New |
| Bollard Group LLC | 312 | $7.00K | 0.00% | −450−59.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 350 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 341 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 373 | $8.00K | 0.00% | +180+93.3% | Added |
| Federation des caisses Desjardins du Quebec | 410 | $9.28K | 0.00% | −2,840−87.4% | Reduced |
| Vectors Research Management, LLC | 500 | $11.0K | 0.00% | −825−62.3% | Reduced |
| Harbour Investments, Inc. | 596 | $13.0K | 0.00% | −23,225−97.5% | Reduced |
| Westside Investment Management, Inc. | 600 | $13.0K | 0.00% | −2,025−77.1% | Reduced |
| North Star Investment Management Corp. | 640 | $14.0K | 0.00% | −250−28.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 651 | $15.0K | 0.00% | +298+84.4% | Added |
| Horan Securities, Inc. | 673 | $15.0K | 0.01% | +673 | New |
| IFP Advisors, Inc | 783 | $18.0K | 0.00% | +26+3.4% | Added |
| Bessemer Group Inc | 962 | $22.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,020 | $23.0K | 0.00% | +1,020 | New |
| CWM, LLC | 1,074 | $24.0K | 0.00% | +1,074 | New |
| Optiver Holding B.V. | 1,059 | $24.0K | 0.00% | +1,059 | New |
| Crescent Capital Consulting, LLC | 1,120 | $25.0K | 0.00% | +20+1.8% | Added |
| Silvant Capital Management LLC | 1,125 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,130 | $26.0K | 0.00% | +1,073+1,882.5% | Added |
| Geneos Wealth Management Inc. | 1,412 | $31.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,447 | $33.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,564 | $35.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,612 | $36.0K | 0.01% | +722+81.1% | Added |
| State of Wyoming | 1,670 | $38.0K | 0.02% | +1,670 | New |
| Spire Wealth Management | 1,713 | $39.0K | 0.00% | −2,160−55.8% | Reduced |
| Assetmark, Inc | 1,867 | $42.0K | 0.00% | −199−9.6% | Reduced |
| Mission Financial Group, LLC | 19,121 | $45.3K | 0.04% | +19,121 | New |
| Northwestern Mutual Wealth Management Co | 2,068 | $47.0K | 0.00% | −4,931−70.5% | Reduced |
| Signaturefd, LLC | 2,131 | $48.0K | 0.00% | +1,872+722.8% | Added |
| Whittier Trust Co | 2,273 | $51.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,278 | $52.0K | 0.00% | +962+73.1% | Added |
| Quent Capital, LLC | 2,313 | $52.0K | 0.01% | +2,313 | New |
| Meeder Asset Management Inc | 2,398 | $54.0K | 0.01% | −22,413−90.3% | Reduced |
| Fifth Third Bancorp | 3,134 | $71.0K | 0.00% | +1,568+100.1% | Added |
| CVA Family Office, LLC | 3,381 | $77.0K | 0.02% | +81+2.5% | Added |
| Deseret Mutual Benefit Administrators | 3,456 | $78.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,657 | $82.0K | 0.00% | −37,000−91.0% | Reduced |
| Cutler Group LP | 3,854 | $87.0K | 0.01% | +1,252+48.1% | Added |
| Captrust Financial Advisors | 4,099 | $94.0K | 0.00% | +1,245+43.6% | Added |