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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5,066 | $74.0K | 0.00% | −19,379−79.3% | Reduced |
| US Bancorp | 4,942 | $72.2K | 0.00% | −7,731−61.0% | Reduced |
| Catalyst Capital Advisors LLC | 4,612 | $67.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,516 | $65.9K | 0.00% | −203,558−97.8% | Reduced |
| Nomura Asset Management Co Ltd | 3,810 | $55.6K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,935 | $43.0K | 0.00% | −735−20.0% | Reduced |
| Signaturefd, LLC | 2,289 | $33.4K | 0.00% | +437+23.6% | Added |
| Lazard Asset Management LLC | 2,123 | $30.0K | 0.00% | −3,298−60.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,961 | $28.6K | 0.00% | +427+27.8% | Added |
| Ronald Blue Trust, Inc. | 1,873 | $25.0K | 0.00% | +668+55.4% | Added |
| Parallel Advisors, LLC | 1,700 | $24.8K | 0.00% | −216−11.3% | Reduced |
| National Bank of Canada | 1,656 | $24.2K | 0.00% | +81+5.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,600 | $23.4K | 0.01% | +1,600 | New |
| 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 |
| BDO Wealth Advisors, LLC | 1,564 | $22.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,515 | $22.1K | 0.01% | +1,515 | New |
| West Branch Capital LLC | 1,447 | $21.1K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,435 | $21.0K | 0.01% | −1,256−46.7% | Reduced |
| CWM, LLC | 1,370 | $20.0K | 0.00% | −328−19.3% | Reduced |
| Delta Asset Management LLC | 1,200 | $17.5K | 0.00% | +1,200 | New |
| Belpointe Asset Management LLC | 1,193 | $17.4K | 0.00% | +1,193 | New |
| Quent Capital, LLC | 1,064 | $15.5K | 0.00% | −1,111−51.1% | Reduced |
| 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 |
| CoreCap Advisors, LLC | 1,020 | $14.9K | 0.00% | +1,020 | New |
| Quadrant Capital Group LLC | 1,005 | $14.7K | 0.00% | −1,214−54.7% | Reduced |
| Geneos Wealth Management Inc. | 983 | $14.4K | 0.00% | +335+51.7% | Added |
| CVA Family Office, LLC | 977 | $14.3K | 0.00% | −2,464−71.6% | Reduced |
| Bessemer Group Inc | 962 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 924 | $13.0K | 0.00% | −68−6.9% | Reduced |
| North Star Investment Management Corp. | 890 | $13.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 673 | $9.83K | 0.01% | 00.0% | Unchanged |
| EWG Elevate Inc. | 658 | $9.60K | 0.00% | +658 | New |
| Hexagon Capital Partners LLC | 581 | $8.48K | 0.00% | +135+30.3% | Added |
| Westside Investment Management, Inc. | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 532 | $7.77K | 0.00% | −751−58.5% | Reduced |
| Romano Brothers and Company | 500 | $7.30K | 0.00% | +500 | New |
| Money Concepts Capital Corp | 449 | $6.55K | 0.00% | +449 | New |
| Allworth Financial LP | 385 | $5.62K | 0.00% | −37−8.8% | Reduced |
| TCI Wealth Advisors, Inc. | 365 | $5.33K | 0.00% | +310+563.6% | Added |
| Federation des caisses Desjardins du Quebec | 360 | $5.26K | 0.00% | −50−12.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 353 | $5.15K | 0.00% | −298−45.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 350 | $5.11K | 0.00% | −59−14.4% | Reduced |
| Coston, McIsaac & Partners | 372 | $5.00K | 0.00% | +6+1.6% | Added |
| Lindbrook Capital, LLC | 284 | $4.15K | 0.00% | +284 | New |
| Ancora Advisors, LLC | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 250 | $3.65K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 242 | $3.53K | 0.00% | +1+0.4% | Added |
| PayPay Securities Corp | 223 | $3.26K | 0.22% | +223 | New |
| 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 |
| Addison Advisors LLC | 171 | $2.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 167 | $2.44K | 0.00% | −46−21.6% | Reduced |
| SJS Investment Consulting Inc. | 153 | $2.23K | 0.00% | +118+337.1% | Added |
| Accurate Wealth Management, LLC | 125 | $2.06K | 0.00% | +125 | New |
| Rise Advisors, LLC | 128 | $1.87K | 0.00% | +2+1.6% | Added |
| Earnest Partners LLC | 126 | $1.84K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 126 | $1.84K | 0.00% | +3+2.4% | Added |
| Advisory Services Network, LLC | 121 | $1.77K | 0.00% | +121 | New |
| Coppell Advisory Solutions LLC | 109 | $1.59K | 0.00% | +109 | New |
| Coppell Advisory Solutions Corp. | 109 | $1.59K | 0.00% | +109 | 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 |
| 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 |
| Beacon Capital Management, LLC | 94 | $1.37K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 90 | $1.31K | 0.00% | +90 | New |
| Harbour Investments, Inc. | 79 | $1.16K | 0.00% | −499−86.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 77 | $1.12K | 0.00% | −2,154−96.5% | Reduced |
| Annapolis Financial Services, LLC | 75 | $1.09K | 0.00% | +75 | New |
| Concord Wealth Partners | 71 | $1.03K | 0.00% | +71 | 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 |
| Carolinas Wealth Consulting LLC | 67 | $978 | 0.00% | +67 | New |
| Financial Synergies Wealth Advisors, Inc. | 64 | $935 | 0.00% | +64 | New |
| JJJ Advisors Inc. | 52 | $873 | 0.00% | +52 | New |
| TFC Financial Management | 58 | $852 | 0.00% | −117−66.9% | Reduced |
| Farmers & Merchants Investments Inc | 53 | $774 | 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 |
| Syverson Strege & Co | 45 | $657 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 44 | $642 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 41 | $599 | 0.00% | +4+10.8% | Added |
| SRS Capital Advisors, Inc. | 37 | $540 | 0.00% | +37 | New |
| Investment Research & Advisory Group, Inc. | 403 | $536 | 0.00% | −400−49.8% | Reduced |
| Raffa Wealth Management, LLC | 32 | $467 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 25 | $365 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 24 | $350 | 0.00% | +24 | New |
| Tfo-TDC, LLC | 2 | $221 | 0.00% | +2 | New |
| Whittier Trust Co | 14 | $204 | 0.00% | −2,273−99.4% | Reduced |
| BerganKDV Wealth Management, LLC | 4 | $58 | 0.00% | +4 | New |
| Clearview Wealth Advisors LLC | 3 | $44 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 3 | $44 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $29 | 0.00% | −88−97.8% | Reduced |