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 2022
Institutional positions in Xerox Holdings Corp as of Sep 30, 2022. 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
- 294
- −17 vs. Q2 2022
- Shares held
- 128.4M
- −1.35M (−1.0%) vs. Q2 2022
- Total value
- $1.68B
- −$258.0M (−13.3%) vs. Q2 2022
- New holders
- 35
- 100 more added
- Sold out
- 52
- 101 more reduced
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | −350−99.7% | Reduced |
| Lee Financial Co | 15 | $0 | 0.00% | −139−90.3% | Reduced |
| Disciplined Investments, LLC | 37 | $0 | 0.00% | −8−17.8% | Reduced |
| Valley National Advisers Inc | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 4 | $0 | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 24 | $0 | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 35 | $0 | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 32 | $419 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 44 | $576 | 0.00% | +16+57.1% | Added |
| TCI Wealth Advisors, Inc. | 55 | $1.00K | 0.00% | −1,196−95.6% | Reduced |
| Beacon Capital Management, LLC | 94 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 90 | $1.00K | 0.00% | −2−2.2% | Reduced |
| Bangor Savings Bank | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $1.00K | 0.00% | +38+61.3% | Added |
| Level Financial Advisors, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 52 | $1.00K | 0.00% | −38−42.2% | Reduced |
| City State Bank | 93 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $1.00K | 0.00% | +53 | New |
| Investment Research & Advisory Group, Inc. | 803 | $1.00K | 0.00% | +803 | New |
| CFS Investment Advisory Services, LLC | 13,996 | $1.00K | 0.00% | +13,996 | New |
| Earnest Partners LLC | 126 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 126 | $2.00K | 0.00% | +2+1.6% | Added |
| Lansing Street Advisors | 123 | $2.00K | 0.00% | +1+0.8% | Added |
| TFC Financial Management | 175 | $2.00K | 0.00% | +175 | New |
| Addison Advisors LLC | 171 | $2.00K | 0.00% | +171 | New |
| Householder Group Estate & Retirement Specialist, LLC | 213 | $2.00K | 0.00% | +213 | New |
| Mizuho Securities Co. Ltd. | 223 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 247 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 241 | $3.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 213 | $3.00K | 0.00% | +169+384.1% | Added |
| Hazlett, Burt & Watson, Inc. | 232 | $3.00K | 0.00% | +232 | New |
| Mascoma Wealth Management LLC | 341 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 366 | $4.00K | 0.00% | +5+1.4% | Added |
| Federation des caisses Desjardins du Quebec | 410 | $5.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 422 | $6.00K | 0.00% | −514−54.9% | Reduced |
| Investors Asset Management of Georgia Inc | 474 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 409 | $6.00K | 0.00% | +59+16.9% | Added |
| Hexagon Capital Partners LLC | 446 | $6.00K | 0.00% | +196+78.4% | Added |
| Westside Investment Management, Inc. | 600 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 648 | $8.00K | 0.00% | −756−53.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 651 | $9.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 673 | $9.00K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 578 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 992 | $12.0K | 0.00% | −9,243−90.3% | Reduced |
| North Star Investment Management Corp. | 890 | $12.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 962 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,283 | $17.0K | 0.00% | +269+26.5% | Added |
| Ronald Blue Trust, Inc. | 1,205 | $17.0K | 0.00% | +894+287.5% | Added |
| West Branch Capital LLC | 1,447 | $19.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,564 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,496 | $20.0K | 0.01% | +1,496 | New |
| National Bank of Canada | 1,575 | $21.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,534 | $21.0K | 0.00% | +6+0.4% | Added |
| Meeder Asset Management Inc | 1,588 | $21.0K | 0.00% | +348+28.1% | Added |
| CWM, LLC | 1,698 | $22.0K | 0.00% | +845+99.1% | Added |
| Wipfli Financial Advisors LLC, | 1,704 | $22.0K | 0.00% | +1,704 | New |
| Signaturefd, LLC | 1,852 | $24.0K | 0.00% | +422+29.5% | Added |
| Parallel Advisors, LLC | 1,916 | $25.0K | 0.00% | +1,038+118.2% | Added |
| Quent Capital, LLC | 2,175 | $28.0K | 0.01% | +599+38.0% | Added |
| Quadrant Capital Group LLC | 2,219 | $29.0K | 0.00% | +1,925+654.8% | Added |
| Parallax Volatility Advisers, L.P. | 2,231 | $29.0K | 0.00% | +2,231 | New |
| Whittier Trust Co | 2,287 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 2,472 | $32.0K | 0.00% | −850−25.6% | Reduced |
| Deseret Mutual Benefit Administrators | 2,691 | $35.0K | 0.01% | −765−22.1% | Reduced |
| CVA Family Office, LLC | 3,441 | $45.0K | 0.01% | +33+1.0% | Added |
| Shell Asset Management Co | 3,670 | $48.0K | 0.00% | −492−11.8% | Reduced |
| Point72 Hong Kong Ltd | 3,657 | $48.0K | 0.00% | +3,657 | New |
| Nomura Asset Management Co Ltd | 3,810 | $49.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,918 | $51.2K | 0.00% | −23,390−85.7% | Reduced |
| State of Wyoming | 4,497 | $59.0K | 0.03% | +1,459+48.0% | Added |
| Catalyst Capital Advisors LLC | 4,612 | $60.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,992 | $65.3K | 0.00% | −347−6.5% | Reduced |
| Lazard Asset Management LLC | 5,421 | $70.0K | 0.00% | +2,123+64.4% | Added |
| Clear Street Markets LLC | 5,700 | $75.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,352 | $83.0K | 0.05% | +6,200+4,078.9% | Added |
| Metropolitan Life Insurance Co | 6,904 | $90.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7,476 | $98.0K | 0.09% | +7,448+26,600.0% | Added |
| Steward Partners Investment Advisory, LLC | 9,011 | $118.0K | 0.00% | −84−0.9% | Reduced |
| Gotham Asset Management, LLC | 10,041 | $131.0K | 0.00% | −18,112−64.3% | Reduced |
| MQS Management LLC | 10,105 | $132.0K | 0.09% | +10,105 | New |
| Echo Street Capital Management LLC | 10,264 | $134.0K | 0.00% | −6,954−40.4% | Reduced |
| Securian Asset Management, Inc | 10,228 | $134.0K | 0.00% | −642−5.9% | Reduced |
| Advisor Group Holdings, Inc. | 10,599 | $139.0K | 0.00% | −3,436−24.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 11,000 | $144.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,510 | $144.0K | 0.00% | +286+6.8% | Added |
| Dark Forest Capital Management LP | 11,211 | $147.0K | 0.03% | +11,211 | New |
| Pictet Asset Management SA | 11,400 | $149.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 12,648 | $165.0K | 0.17% | +965+8.3% | Added |