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, Q2 2023
Institutional positions in Xerox Holdings Corp as of Jun 30, 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
- 304
- −1 vs. Q1 2023
- Shares held
- 132.1M
- +5.13M (+4.0%) vs. Q1 2023
- Total value
- $1.97B
- +$3.09M (+0.2%) vs. Q1 2023
- New holders
- 40
- 110 more added
- Sold out
- 41
- 84 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 52,790 | $0 | 0.00% | +52,790 | New |
| Toronto Dominion Bank | 4 | $0 | 0.00% | +4 | New |
| ORG Partners LLC | 7 | $0 | 0.00% | +7 | New |
| Assetmark, Inc | 2 | $30 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 4 | $60 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 5 | $74 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8 | $119 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $164 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 14 | $208 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 25 | $372 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $476 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $492 | 0.00% | +33 | New |
| Massmutual Trust Co FSB | 36 | $536 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 37 | $551 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $551 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 42 | $625 | 0.00% | −4−8.7% | Reduced |
| Webster Bank, N. A. | 49 | $730 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $745 | 0.00% | −5−9.1% | Reduced |
| Umb Bank N A | 50 | $745 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $745 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 50 | $745 | 0.00% | +50 | New |
| VisionPoint Advisory Group, LLC | 50 | $745 | 0.00% | +50 | New |
| Private Trust Co NA | 51 | $759 | 0.00% | +51 | New |
| Mascoma Wealth Management LLC | 50 | $785 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $789 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 63 | $939 | 0.00% | −214−77.3% | Reduced |
| Vestcor Inc | 41 | $1.00K | 0.00% | −40,780−99.9% | Reduced |
| Valley National Advisers Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Investment Research & Advisory Group, Inc. | 403 | $1.06K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 72 | $1.07K | 0.00% | +5+7.5% | Added |
| Annapolis Financial Services, LLC | 75 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 80 | $1.19K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 80 | $1.20K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 89 | $1.32K | 0.08% | −2−2.2% | Reduced |
| Beacon Capital Management, LLC | 94 | $1.40K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 95 | $1.42K | 0.00% | +95 | New |
| Ridgewood Investments LLC | 97 | $1.44K | 0.00% | −52−34.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 100 | $1.49K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 100 | $1.49K | 0.00% | +100 | New |
| Huntington National Bank | 101 | $1.50K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 109 | $1.62K | 0.00% | +109 | New |
| Earnest Partners LLC | 126 | $1.88K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 130 | $1.93K | 0.00% | +2+1.6% | Added |
| Rise Advisors, LLC | 132 | $1.97K | 0.00% | +2+1.5% | Added |
| SJS Investment Consulting Inc. | 134 | $2.00K | 0.00% | −2−1.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 137 | $2.04K | 0.00% | +137 | New |
| C M Bidwell & Associates Ltd | 148 | $2.20K | 0.00% | +148 | New |
| JFS Wealth Advisors, LLC | 170 | $2.53K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 197 | $3.00K | 0.00% | −860−81.4% | Reduced |
| Gradient Investments LLC | 243 | $3.62K | 0.00% | +1+0.4% | Added |
| Ancora Advisors, LLC | 250 | $3.72K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 250 | $3.72K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 265 | $3.95K | 0.00% | −74−21.8% | Reduced |
| Global Retirement Partners, LLC | 301 | $4.48K | 0.00% | +201+201.0% | Added |
| Coston, McIsaac & Partners | 384 | $5.00K | 0.00% | +6+1.6% | Added |
| Sugarloaf Wealth Management, LLC | 350 | $5.21K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 353 | $5.26K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 360 | $5.36K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 419 | $6.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 442 | $6.58K | 0.00% | +269+155.5% | Added |
| Toth Financial Advisory Corp | 501 | $7.46K | 0.00% | +501 | New |
| Exchange Traded Concepts, LLC | 556 | $8.28K | 0.00% | +556 | New |
| Westside Investment Management, Inc. | 600 | $8.93K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 657 | $9.78K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 673 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 869 | $12.9K | 0.00% | +242+38.6% | Added |
| North Star Investment Management Corp. | 890 | $13.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 972 | $14.5K | 0.00% | +200+25.9% | Added |
| Geneos Wealth Management Inc. | 983 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,060 | $15.0K | 0.00% | +98+10.2% | Added |
| Banque Cantonale Vaudoise | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,008 | $15.0K | 0.00% | +16+1.6% | Added |
| Quent Capital, LLC | 1,064 | $15.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,200 | $17.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,219 | $18.2K | 0.00% | −847−41.0% | Reduced |
| Quadrant Capital Group LLC | 1,369 | $20.4K | 0.00% | +683+99.6% | Added |
| Deseret Mutual Benefit Administrators | 1,435 | $21.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,447 | $21.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,513 | $22.5K | 0.00% | −467−23.6% | Reduced |
| Global Wealth Strategies & Associates | 1,515 | $22.6K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,545 | $24.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,614 | $24.0K | 0.00% | −49−2.9% | Reduced |
| CWM, LLC | 1,700 | $25.0K | 0.00% | +588+52.9% | Added |
| BDO Wealth Advisors, LLC | 1,688 | $25.1K | 0.00% | +124+7.9% | Added |
| IFP Advisors, Inc | 828 | $26.2K | 0.00% | +49+6.3% | Added |
| Nomura Asset Management Co Ltd | 3,810 | $56.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,872 | $57.6K | 0.00% | +2,216+133.8% | Added |
| Steward Partners Investment Advisory, LLC | 4,156 | $61.9K | 0.00% | −2,100−33.6% | Reduced |
| Lazard Asset Management LLC | 4,236 | $63.0K | 0.00% | −1,067−20.1% | Reduced |
| Catalyst Capital Advisors LLC | 4,612 | $68.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,752 | $70.8K | 0.01% | −5,902−55.4% | Reduced |
| Acadian Asset Management LLC | 5,067 | $75.0K | 0.00% | +5,067 | New |
| Cutler Group LP | 5,169 | $76.0K | 0.02% | +1,523+41.8% | Added |
| US Bancorp | 5,360 | $79.8K | 0.00% | +2,171+68.1% | Added |
| Clear Street Markets LLC | 5,500 | $82.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,165 | $91.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,352 | $94.6K | 0.05% | 00.0% | Unchanged |