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 |
|---|---|---|---|---|---|
| State of Wyoming | 5,639 | $86.8K | 0.03% | +5,639 | New |
| Clear Street Markets LLC | 5,500 | $85.0K | 0.02% | −200−3.5% | Reduced |
| Ameritas Advisory Services, LLC | 6,055 | $82.7K | 0.00% | +6,055 | New |
| Lazard Asset Management LLC | 5,303 | $81.0K | 0.00% | +3,180+149.8% | Added |
| Covestor Ltd | 4,970 | $77.0K | 0.07% | −514−9.4% | Reduced |
| Catalyst Capital Advisors LLC | 4,612 | $71.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,109 | $63.0K | 0.00% | −957−18.9% | Reduced |
| Nomura Asset Management Co Ltd | 3,810 | $58.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,646 | $56.0K | 0.01% | +2,722+294.6% | Added |
| US Bancorp | 3,189 | $49.1K | 0.00% | −1,753−35.5% | Reduced |
| VitalStone Financial, LLC | 1,545 | $35.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,066 | $31.8K | 0.00% | +366+21.5% | Added |
| Signaturefd, LLC | 1,980 | $30.5K | 0.00% | −309−13.5% | Reduced |
| Quarry LP | 1,900 | $29.3K | 0.02% | +1,900 | New |
| Northwestern Mutual Wealth Management Co | 1,663 | $25.6K | 0.00% | −298−15.2% | Reduced |
| National Bank of Canada | 1,656 | $25.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,603 | $24.7K | 0.00% | +410+34.4% | Added |
| IFP Advisors, Inc | 779 | $24.6K | 0.00% | −2,652−77.3% | Reduced |
| BDO Wealth Advisors, LLC | 1,564 | $24.1K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,547 | $23.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,515 | $23.3K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,507 | $23.2K | 0.01% | +1,507 | New |
| West Branch Capital LLC | 1,447 | $22.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,435 | $22.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,520 | $22.0K | 0.00% | −353−18.8% | Reduced |
| Delta Asset Management LLC | 1,200 | $18.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,112 | $17.0K | 0.00% | −258−18.8% | Reduced |
| Quent Capital, LLC | 1,064 | $16.4K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,057 | $16.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 992 | $15.3K | 0.00% | +15+1.5% | Added |
| Geneos Wealth Management Inc. | 983 | $15.1K | 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 |
| North Star Investment Management Corp. | 890 | $13.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 772 | $11.9K | 0.00% | +240+45.1% | Added |
| Quadrant Capital Group LLC | 686 | $10.6K | 0.00% | −319−31.7% | Reduced |
| Horan Securities, Inc. | 673 | $10.4K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 657 | $10.3K | 0.00% | +657 | New |
| Hexagon Capital Partners LLC | 627 | $9.66K | 0.00% | +46+7.9% | Added |
| Westside Investment Management, Inc. | 600 | $9.24K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 452 | $6.96K | 0.00% | +87+23.8% | Added |
| First Horizon Advisors, Inc. | 419 | $6.45K | 0.00% | +419 | New |
| Federation des caisses Desjardins du Quebec | 360 | $5.54K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 353 | $5.44K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 350 | $5.39K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 339 | $5.23K | 0.00% | +339 | New |
| Coston, McIsaac & Partners | 378 | $5.00K | 0.00% | +6+1.6% | Added |
| Allworth Financial LP | 277 | $4.27K | 0.00% | −108−28.1% | Reduced |
| 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 |
| Gradient Investments LLC | 242 | $3.73K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 235 | $3.62K | 0.00% | −169,165−99.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 221 | $3.00K | 0.00% | +4+1.8% | Added |
| Versant Capital Management, Inc | 173 | $2.66K | 0.00% | +173 | New |
| JFS Wealth Advisors, LLC | 170 | $2.62K | 0.00% | +3+1.8% | Added |
| Lindbrook Capital, LLC | 158 | $2.43K | 0.00% | −126−44.4% | Reduced |
| Ridgewood Investments LLC | 149 | $2.29K | 0.00% | +149 | New |
| SJS Investment Consulting Inc. | 136 | $2.10K | 0.00% | −17−11.1% | Reduced |
| Rise Advisors, LLC | 130 | $2.00K | 0.00% | +2+1.6% | Added |
| Steward Financial Group LLC | 130 | $2.00K | 0.00% | +86+195.5% | Added |
| Lansing Street Advisors | 128 | $1.97K | 0.00% | +2+1.6% | Added |
| Earnest Partners LLC | 126 | $1.94K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 121 | $1.86K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 106 | $1.63K | 0.00% | +5+5.0% | Added |
| Huntington National Bank | 101 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $1.54K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $1.48K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 94 | $1.45K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 91 | $1.40K | 0.09% | −132−59.2% | Reduced |
| Ellevest, Inc. | 90 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 80 | $1.23K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 80 | $1.23K | 0.00% | +1+1.3% | Added |
| Parallax Volatility Advisers, L.P. | 77 | $1.19K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 75 | $1.16K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 67 | $1.05K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 66 | $1.02K | 0.00% | +66 | New |
| Financial Synergies Wealth Advisors, Inc. | 64 | $986 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 56 | $865 | 0.00% | +56 | New |
| AdvisorNet Financial, Inc | 55 | $847 | 0.00% | +5+10.0% | Added |
| Farmers & Merchants Investments Inc | 53 | $816 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $784 | 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 |
| Webster Bank, N. A. | 49 | $755 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 46 | $708 | 0.00% | +5+12.2% | Added |
| Syverson Strege & Co | 45 | $693 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 403 | $657 | 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 |
| Massmutual Trust Co FSB | 36 | $554 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $493 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 25 | $385 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 14 | $215 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 11 | $176 | 0.00% | +11 | New |
| Tfo-TDC, LLC | 11 | $169 | 0.00% | +9+450.0% | Added |
| Glassman Wealth Services | 8 | $123 | 0.00% | +8 | New |
| IAG Wealth Partners, LLC | 5 | $77 | 0.00% | +5 | New |
| Pacific Center for Financial Services | 4 | $62 | 0.00% | +4 | New |
| Clearview Wealth Advisors LLC | 3 | $46 | 0.00% | 00.0% | Unchanged |