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 |
|---|---|---|---|---|---|
| Counterpoint Mutual Funds LLC | 8,549 | $127.3K | 0.12% | +8,549 | New |
| Covestor Ltd | 8,017 | $119.0K | 0.09% | +3,047+61.3% | Added |
| Headlands Technologies LLC | 7,662 | $114.1K | 0.04% | +7,662 | New |
| Point72 Middle East FZE | 6,710 | $99.9K | 0.01% | +6,710 | New |
| Newbridge Financial Services Group, Inc. | 6,352 | $94.6K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,165 | $91.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,500 | $82.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 5,360 | $79.8K | 0.00% | +2,171+68.1% | Added |
| Cutler Group LP | 5,169 | $76.0K | 0.02% | +1,523+41.8% | Added |
| Acadian Asset Management LLC | 5,067 | $75.0K | 0.00% | +5,067 | New |
| Leonteq Securities AG | 4,752 | $70.8K | 0.01% | −5,902−55.4% | Reduced |
| Catalyst Capital Advisors LLC | 4,612 | $68.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,236 | $63.0K | 0.00% | −1,067−20.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,156 | $61.9K | 0.00% | −2,100−33.6% | Reduced |
| National Bank of Canada | 3,872 | $57.6K | 0.00% | +2,216+133.8% | Added |
| Nomura Asset Management Co Ltd | 3,810 | $56.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 828 | $26.2K | 0.00% | +49+6.3% | Added |
| BDO Wealth Advisors, LLC | 1,688 | $25.1K | 0.00% | +124+7.9% | Added |
| CWM, LLC | 1,700 | $25.0K | 0.00% | +588+52.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,614 | $24.0K | 0.00% | −49−2.9% | Reduced |
| VitalStone Financial, LLC | 1,545 | $24.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,515 | $22.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,513 | $22.5K | 0.00% | −467−23.6% | Reduced |
| West Branch Capital LLC | 1,447 | $21.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,435 | $21.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,369 | $20.4K | 0.00% | +683+99.6% | Added |
| Parallel Advisors, LLC | 1,219 | $18.2K | 0.00% | −847−41.0% | Reduced |
| Delta Asset Management LLC | 1,200 | $17.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,064 | $15.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,008 | $15.0K | 0.00% | +16+1.6% | Added |
| 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 |
| Geneos Wealth Management Inc. | 983 | $14.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 972 | $14.5K | 0.00% | +200+25.9% | Added |
| North Star Investment Management Corp. | 890 | $13.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 869 | $12.9K | 0.00% | +242+38.6% | Added |
| Horan Securities, Inc. | 673 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 657 | $9.78K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 600 | $8.93K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 556 | $8.28K | 0.00% | +556 | New |
| Toth Financial Advisory Corp | 501 | $7.46K | 0.00% | +501 | New |
| Versant Capital Management, Inc | 442 | $6.58K | 0.00% | +269+155.5% | Added |
| First Horizon Advisors, Inc. | 419 | $6.24K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 360 | $5.36K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 353 | $5.26K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 350 | $5.21K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 384 | $5.00K | 0.00% | +6+1.6% | Added |
| Global Retirement Partners, LLC | 301 | $4.48K | 0.00% | +201+201.0% | Added |
| Spire Wealth Management | 265 | $3.95K | 0.00% | −74−21.8% | Reduced |
| Costello Asset Management, INC | 250 | $3.72K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 250 | $3.72K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 243 | $3.62K | 0.00% | +1+0.4% | Added |
| Harvest Fund Management Co., Ltd | 197 | $3.00K | 0.00% | −860−81.4% | Reduced |
| JFS Wealth Advisors, LLC | 170 | $2.53K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 148 | $2.20K | 0.00% | +148 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 137 | $2.04K | 0.00% | +137 | New |
| SJS Investment Consulting Inc. | 134 | $2.00K | 0.00% | −2−1.5% | Reduced |
| Rise Advisors, LLC | 132 | $1.97K | 0.00% | +2+1.5% | Added |
| Lansing Street Advisors | 130 | $1.93K | 0.00% | +2+1.6% | Added |
| Earnest Partners LLC | 126 | $1.88K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 109 | $1.62K | 0.00% | +109 | New |
| Huntington National Bank | 101 | $1.50K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ridgewood Investments LLC | 97 | $1.44K | 0.00% | −52−34.9% | Reduced |
| WealthPLAN Partners, LLC | 95 | $1.42K | 0.00% | +95 | New |
| Beacon Capital Management, LLC | 94 | $1.40K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 89 | $1.32K | 0.08% | −2−2.2% | Reduced |
| Harbour Investments, Inc. | 80 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 80 | $1.19K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 75 | $1.12K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 72 | $1.07K | 0.00% | +5+7.5% | Added |
| Investment Research & Advisory Group, Inc. | 403 | $1.06K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 63 | $939 | 0.00% | −214−77.3% | Reduced |
| Farmers & Merchants Investments Inc | 53 | $789 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $785 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 51 | $759 | 0.00% | +51 | New |
| 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 |
| Webster Bank, N. A. | 49 | $730 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 42 | $625 | 0.00% | −4−8.7% | Reduced |
| Brown Brothers Harriman & Co | 37 | $551 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $551 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $536 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $492 | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 32 | $476 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 25 | $372 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 14 | $208 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $164 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8 | $119 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 5 | $74 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 4 | $60 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $30 | 0.00% | 00.0% | Unchanged |