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, Q1 2023
Institutional positions in Xerox Holdings Corp as of Mar 31, 2023. 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
- 306
- +6 vs. Q4 2022
- Shares held
- 127.0M
- −207.0K (−0.2%) vs. Q4 2022
- Total value
- $1.96B
- +$116.8M (+6.3%) vs. Q4 2022
- New holders
- 36
- 103 more added
- Sold out
- 30
- 95 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q4 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% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 0 | $13 | 0.00% | −52−100.0% | Reduced |
| Assetmark, Inc | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3 | $46 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 3 | $46 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 3 | $46 | 0.00% | +3 | New |
| Pacific Center for Financial Services | 4 | $62 | 0.00% | +4 | New |
| IAG Wealth Partners, LLC | 5 | $77 | 0.00% | +5 | New |
| Glassman Wealth Services | 8 | $123 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 11 | $169 | 0.00% | +9+450.0% | Added |
| Cassady Schiller Wealth Management, LLC | 11 | $176 | 0.00% | +11 | New |
| Whittier Trust Co | 14 | $215 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 25 | $385 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $493 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $554 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $570 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 37 | $570 | 0.00% | +37 | New |
| Investment Research & Advisory Group, Inc. | 403 | $657 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 45 | $693 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 46 | $708 | 0.00% | +5+12.2% | Added |
| Webster Bank, N. A. | 49 | $755 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 50 | $770 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $770 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $784 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $816 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 55 | $847 | 0.00% | +5+10.0% | Added |
| Northwest Investment Counselors, LLC | 56 | $865 | 0.00% | +56 | New |
| Financial Synergies Wealth Advisors, Inc. | 64 | $986 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 66 | $1.02K | 0.00% | +66 | New |
| Carolinas Wealth Consulting LLC | 67 | $1.05K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 75 | $1.16K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 77 | $1.19K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 80 | $1.23K | 0.00% | +1+1.3% | Added |
| Bangor Savings Bank | 80 | $1.23K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 90 | $1.39K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 91 | $1.40K | 0.09% | −132−59.2% | Reduced |
| Beacon Capital Management, LLC | 94 | $1.45K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $1.48K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $1.54K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 101 | $1.55K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 106 | $1.63K | 0.00% | +5+5.0% | Added |
| Advisory Services Network, LLC | 121 | $1.86K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 126 | $1.94K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 128 | $1.97K | 0.00% | +2+1.6% | Added |
| Steward Financial Group LLC | 130 | $2.00K | 0.00% | +86+195.5% | Added |
| Rise Advisors, LLC | 130 | $2.00K | 0.00% | +2+1.6% | Added |
| SJS Investment Consulting Inc. | 136 | $2.10K | 0.00% | −17−11.1% | Reduced |
| Ridgewood Investments LLC | 149 | $2.29K | 0.00% | +149 | New |
| Lindbrook Capital, LLC | 158 | $2.43K | 0.00% | −126−44.4% | Reduced |
| JFS Wealth Advisors, LLC | 170 | $2.62K | 0.00% | +3+1.8% | Added |
| Versant Capital Management, Inc | 173 | $2.66K | 0.00% | +173 | New |
| Householder Group Estate & Retirement Specialist, LLC | 221 | $3.00K | 0.00% | +4+1.8% | Added |
| Point72 Asset Management, L.P. | 235 | $3.62K | 0.00% | −169,165−99.9% | Reduced |
| Gradient Investments LLC | 242 | $3.73K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 250 | $3.85K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 250 | $3.85K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 250 | $3.85K | 0.00% | +250 | New |
| Allworth Financial LP | 277 | $4.27K | 0.00% | −108−28.1% | Reduced |
| Coston, McIsaac & Partners | 378 | $5.00K | 0.00% | +6+1.6% | Added |
| Spire Wealth Management | 339 | $5.23K | 0.00% | +339 | New |
| Sugarloaf Wealth Management, LLC | 350 | $5.39K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 353 | $5.44K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 360 | $5.54K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 419 | $6.45K | 0.00% | +419 | New |
| TCI Wealth Advisors, Inc. | 452 | $6.96K | 0.00% | +87+23.8% | Added |
| Westside Investment Management, Inc. | 600 | $9.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 627 | $9.66K | 0.00% | +46+7.9% | Added |
| Fisher Asset Management, LLC | 657 | $10.3K | 0.00% | +657 | New |
| Horan Securities, Inc. | 673 | $10.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 686 | $10.6K | 0.00% | −319−31.7% | Reduced |
| Fifth Third Bancorp | 772 | $11.9K | 0.00% | +240+45.1% | Added |
| North Star Investment Management Corp. | 890 | $13.7K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 962 | $15.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 983 | $15.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 992 | $15.3K | 0.00% | +15+1.5% | Added |
| Harvest Fund Management Co., Ltd | 1,057 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,064 | $16.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,112 | $17.0K | 0.00% | −258−18.8% | Reduced |
| Delta Asset Management LLC | 1,200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,520 | $22.0K | 0.00% | −353−18.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,435 | $22.1K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,447 | $22.3K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,507 | $23.2K | 0.01% | +1,507 | New |
| Global Wealth Strategies & Associates | 1,515 | $23.3K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,547 | $23.8K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,564 | $24.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 779 | $24.6K | 0.00% | −2,652−77.3% | Reduced |
| Belpointe Asset Management LLC | 1,603 | $24.7K | 0.00% | +410+34.4% | Added |
| National Bank of Canada | 1,656 | $25.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,663 | $25.6K | 0.00% | −298−15.2% | Reduced |
| Quarry LP | 1,900 | $29.3K | 0.02% | +1,900 | New |
| Signaturefd, LLC | 1,980 | $30.5K | 0.00% | −309−13.5% | Reduced |
| Parallel Advisors, LLC | 2,066 | $31.8K | 0.00% | +366+21.5% | Added |
| VitalStone Financial, LLC | 1,545 | $35.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 3,189 | $49.1K | 0.00% | −1,753−35.5% | Reduced |
| Cutler Group LP | 3,646 | $56.0K | 0.01% | +2,722+294.6% | Added |
| Nomura Asset Management Co Ltd | 3,810 | $58.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,109 | $63.0K | 0.00% | −957−18.9% | Reduced |