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 2022
Institutional positions in Xerox Holdings Corp as of Dec 31, 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
- 304
- +15 vs. Q3 2022
- Shares held
- 127.2M
- −1.08M (−0.8%) vs. Q3 2022
- Total value
- $1.85B
- +$168.1M (+10.0%) vs. Q3 2022
- New holders
- 54
- 100 more added
- Sold out
- 39
- 105 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $0 | 0.00% | +25 | New |
| Steward Financial Group LLC | 44 | $0 | 0.00% | +44 | New |
| GWM Advisors LLC | 50 | $1 | 0.00% | +50 | New |
| Assetmark, Inc | 2 | $29 | 0.00% | −88−97.8% | Reduced |
| Clearview Wealth Advisors LLC | 3 | $44 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 3 | $44 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $58 | 0.00% | +4 | New |
| Whittier Trust Co | 14 | $204 | 0.00% | −2,273−99.4% | Reduced |
| Tfo-TDC, LLC | 2 | $221 | 0.00% | +2 | New |
| St Germain D J Co Inc | 24 | $350 | 0.00% | +24 | New |
| Oakworth Capital, Inc. | 25 | $365 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $467 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 403 | $536 | 0.00% | −400−49.8% | Reduced |
| SRS Capital Advisors, Inc. | 37 | $540 | 0.00% | +37 | New |
| Disciplined Investments, LLC | 41 | $599 | 0.00% | +4+10.8% | Added |
| Sutton Wealth Advisors Inc. | 44 | $642 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 45 | $657 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $730 | 0.00% | −291−85.3% | Reduced |
| AdvisorNet Financial, Inc | 50 | $730 | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 53 | $774 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 58 | $852 | 0.00% | −117−66.9% | Reduced |
| JJJ Advisors Inc. | 52 | $873 | 0.00% | +52 | New |
| Financial Synergies Wealth Advisors, Inc. | 64 | $935 | 0.00% | +64 | New |
| Carolinas Wealth Consulting LLC | 67 | $978 | 0.00% | +67 | New |
| Umb Bank N A | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 93 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $1.00K | 0.00% | +36 | New |
| Concord Wealth Partners | 71 | $1.03K | 0.00% | +71 | New |
| Annapolis Financial Services, LLC | 75 | $1.09K | 0.00% | +75 | New |
| Parallax Volatility Advisers, L.P. | 77 | $1.12K | 0.00% | −2,154−96.5% | Reduced |
| Harbour Investments, Inc. | 79 | $1.16K | 0.00% | −499−86.3% | Reduced |
| Ellevest, Inc. | 90 | $1.31K | 0.00% | +90 | New |
| Beacon Capital Management, LLC | 94 | $1.37K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $1.46K | 0.00% | +100 | New |
| RFP Financial Group LLC | 100 | $1.46K | 0.00% | +100 | New |
| Schubert & Co | 101 | $1.48K | 0.00% | +49+94.2% | Added |
| Huntington National Bank | 101 | $1.48K | 0.00% | +100+10,000.0% | Added |
| Coppell Advisory Solutions LLC | 109 | $1.59K | 0.00% | +109 | New |
| Coppell Advisory Solutions Corp. | 109 | $1.59K | 0.00% | +109 | New |
| Advisory Services Network, LLC | 121 | $1.77K | 0.00% | +121 | New |
| Lansing Street Advisors | 126 | $1.84K | 0.00% | +3+2.4% | Added |
| Earnest Partners LLC | 126 | $1.84K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 128 | $1.87K | 0.00% | +2+1.6% | Added |
| Accurate Wealth Management, LLC | 125 | $2.06K | 0.00% | +125 | New |
| SJS Investment Consulting Inc. | 153 | $2.23K | 0.00% | +118+337.1% | Added |
| JFS Wealth Advisors, LLC | 167 | $2.44K | 0.00% | −46−21.6% | Reduced |
| Addison Advisors LLC | 171 | $2.50K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 217 | $3.00K | 0.00% | +4+1.9% | Added |
| Centerpoint Advisors, LLC | 237 | $3.00K | 0.00% | +237 | New |
| PayPay Securities Corp | 223 | $3.26K | 0.22% | +223 | New |
| Gradient Investments LLC | 242 | $3.53K | 0.00% | +1+0.4% | Added |
| Costello Asset Management, INC | 250 | $3.65K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 284 | $4.15K | 0.00% | +284 | New |
| Coston, McIsaac & Partners | 372 | $5.00K | 0.00% | +6+1.6% | Added |
| Sugarloaf Wealth Management, LLC | 350 | $5.11K | 0.00% | −59−14.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 353 | $5.15K | 0.00% | −298−45.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 360 | $5.26K | 0.00% | −50−12.2% | Reduced |
| TCI Wealth Advisors, Inc. | 365 | $5.33K | 0.00% | +310+563.6% | Added |
| Allworth Financial LP | 385 | $5.62K | 0.00% | −37−8.8% | Reduced |
| Money Concepts Capital Corp | 449 | $6.55K | 0.00% | +449 | New |
| Romano Brothers and Company | 500 | $7.30K | 0.00% | +500 | New |
| Fifth Third Bancorp | 532 | $7.77K | 0.00% | −751−58.5% | Reduced |
| Westside Investment Management, Inc. | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 581 | $8.48K | 0.00% | +135+30.3% | Added |
| EWG Elevate Inc. | 658 | $9.60K | 0.00% | +658 | New |
| Horan Securities, Inc. | 673 | $9.83K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 890 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 924 | $13.0K | 0.00% | −68−6.9% | Reduced |
| Bessemer Group Inc | 962 | $14.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 977 | $14.3K | 0.00% | −2,464−71.6% | Reduced |
| Geneos Wealth Management Inc. | 983 | $14.4K | 0.00% | +335+51.7% | Added |
| Quadrant Capital Group LLC | 1,005 | $14.7K | 0.00% | −1,214−54.7% | Reduced |
| CoreCap Advisors, LLC | 1,020 | $14.9K | 0.00% | +1,020 | New |
| Harvest Fund Management Co., Ltd | 1,057 | $15.0K | 0.00% | −439−29.3% | Reduced |
| Banque Cantonale Vaudoise | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,064 | $15.5K | 0.00% | −1,111−51.1% | Reduced |
| Belpointe Asset Management LLC | 1,193 | $17.4K | 0.00% | +1,193 | New |
| Delta Asset Management LLC | 1,200 | $17.5K | 0.00% | +1,200 | New |
| CWM, LLC | 1,370 | $20.0K | 0.00% | −328−19.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,435 | $21.0K | 0.01% | −1,256−46.7% | Reduced |
| West Branch Capital LLC | 1,447 | $21.1K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,515 | $22.1K | 0.01% | +1,515 | New |
| BDO Wealth Advisors, LLC | 1,564 | $22.8K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,547 | $23.0K | 0.00% | −925−37.4% | Reduced |
| VitalStone Financial, LLC | 1,545 | $23.0K | 0.02% | +1,545 | New |
| Mark Sheptoff Financial Planning, LLC | 1,600 | $23.4K | 0.01% | +1,600 | New |
| National Bank of Canada | 1,656 | $24.2K | 0.00% | +81+5.1% | Added |
| Parallel Advisors, LLC | 1,700 | $24.8K | 0.00% | −216−11.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,873 | $25.0K | 0.00% | +668+55.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,961 | $28.6K | 0.00% | +427+27.8% | Added |
| Lazard Asset Management LLC | 2,123 | $30.0K | 0.00% | −3,298−60.8% | Reduced |
| Signaturefd, LLC | 2,289 | $33.4K | 0.00% | +437+23.6% | Added |
| Shell Asset Management Co | 2,935 | $43.0K | 0.00% | −735−20.0% | Reduced |
| Nomura Asset Management Co Ltd | 3,810 | $55.6K | 0.00% | 00.0% | Unchanged |