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, Q3 2023
Institutional positions in Xerox Holdings Corp as of Sep 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
- 298
- −3 vs. Q2 2023
- Shares held
- 102.9M
- −29.2M (−22.1%) vs. Q2 2023
- Total value
- $1.62B
- −$345.9M (−17.6%) vs. Q2 2023
- New holders
- 44
- 111 more added
- Sold out
- 47
- 87 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 36 | $0 | 0.00% | −1,509−97.7% | Reduced |
| Assetmark, Inc | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 4 | $63 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4 | $63 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 5 | $78 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6 | $107 | 0.00% | −1−14.3% | Reduced |
| Parkside Financial Bank & Trust | 7 | $110 | 0.00% | +7 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $162 | 0.00% | −341−96.6% | Reduced |
| Tfo-TDC, LLC | 11 | $164 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 13 | $199 | 0.00% | +13 | New |
| Semmax Financial Advisors Inc. | 16 | $217 | 0.00% | +16 | New |
| Oakworth Capital, Inc. | 25 | $392 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 25 | $392 | 0.00% | +25 | New |
| Front Row Advisors LLC | 25 | $399 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $502 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $518 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 37 | $581 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $581 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 403 | $750 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 49 | $769 | 0.00% | +49 | New |
| Mascoma Wealth Management LLC | 50 | $785 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 50 | $785 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 50 | $785 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $785 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $785 | 0.00% | +50 | New |
| Private Trust Co NA | 51 | $800 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $832 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 68 | $870 | 0.00% | −4−5.6% | Reduced |
| Glassman Wealth Services | 56 | $879 | 0.00% | +48+600.0% | Added |
| AdvisorNet Financial, Inc | 59 | $926 | 0.00% | +9+18.0% | Added |
| Venturi Wealth Management, LLC | 66 | $1.04K | 0.00% | +66 | New |
| Webster Bank, N. A. | 74 | $1.16K | 0.00% | +25+51.0% | Added |
| Annapolis Financial Services, LLC | 75 | $1.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 79 | $1.24K | 0.00% | +43+119.4% | Added |
| Bangor Savings Bank | 80 | $1.25K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 81 | $1.27K | 0.00% | +1+1.3% | Added |
| PayPay Securities Corp | 85 | $1.33K | 0.06% | −4−4.5% | Reduced |
| Beacon Capital Management, LLC | 94 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $1.57K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 100 | $1.57K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 101 | $1.58K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 109 | $1.59K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 126 | $1.98K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 140 | $2.00K | 0.00% | +140 | New |
| Rise Advisors, LLC | 134 | $2.10K | 0.00% | +2+1.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 137 | $2.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 148 | $2.31K | 0.00% | +14+10.4% | Added |
| Exchange Traded Concepts, LLC | 149 | $2.34K | 0.00% | −407−73.2% | Reduced |
| JFS Wealth Advisors, LLC | 170 | $2.67K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 245 | $3.00K | 0.00% | +245 | New |
| Allworth Financial LP | 205 | $3.22K | 0.00% | +142+225.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 227 | $3.57K | 0.00% | +227 | New |
| Gradient Investments LLC | 243 | $3.82K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 250 | $3.92K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 250 | $3.92K | 0.00% | +250 | New |
| Costello Asset Management, INC | 250 | $3.92K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 268 | $4.21K | 0.00% | +3+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 310 | $4.86K | 0.00% | −50−13.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 325 | $5.10K | 0.00% | +325 | New |
| Sugarloaf Wealth Management, LLC | 350 | $5.49K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 390 | $6.00K | 0.00% | +6+1.6% | Added |
| Toth Financial Advisory Corp | 501 | $7.86K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 595 | $9.18K | 0.00% | +294+97.7% | Added |
| Westside Investment Management, Inc. | 600 | $9.41K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 620 | $9.73K | 0.00% | −37−5.6% | Reduced |
| HM Payson & Co | 700 | $11.0K | 0.00% | +700 | New |
| Quent Capital, LLC | 736 | $11.5K | 0.00% | −328−30.8% | Reduced |
| Versant Capital Management, Inc | 763 | $12.0K | 0.00% | +321+72.6% | Added |
| Fifth Third Bancorp | 866 | $13.6K | 0.00% | −106−10.9% | Reduced |
| North Star Investment Management Corp. | 890 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 983 | $15.4K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,021 | $16.0K | 0.00% | −4,148−80.2% | Reduced |
| Banque Cantonale Vaudoise | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,060 | $17.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,123 | $17.6K | 0.00% | +295+35.6% | Added |
| CWM, LLC | 1,155 | $18.0K | 0.00% | −545−32.1% | Reduced |
| Delta Asset Management LLC | 1,200 | $18.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,319 | $20.7K | 0.00% | −295−18.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,435 | $22.5K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,447 | $22.7K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,515 | $23.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,560 | $24.5K | 0.00% | +47+3.1% | Added |
| Hexagon Capital Partners LLC | 1,627 | $25.5K | 0.01% | +758+87.2% | Added |
| Quadrant Capital Group LLC | 1,993 | $31.3K | 0.00% | +624+45.6% | Added |
| Clear Street Markets LLC | 2,100 | $33.0K | 0.02% | −3,400−61.8% | Reduced |
| State of Wyoming | 2,387 | $37.5K | 0.01% | +2,387 | New |
| Parallel Advisors, LLC | 3,288 | $51.6K | 0.00% | +2,069+169.7% | Added |
| West Tower Group, LLC | 3,588 | $56.3K | 0.03% | +3,588 | New |
| FMR LLC | 3,593 | $56.4K | 0.00% | −65,355−94.8% | Reduced |
| Nomura Asset Management Co Ltd | 3,810 | $59.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 4,055 | $62.5K | 0.00% | +183+4.7% | Added |
| Headlands Technologies LLC | 4,198 | $65.9K | 0.03% | −3,464−45.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,498 | $70.6K | 0.00% | +342+8.2% | Added |
| Catalyst Capital Advisors LLC | 4,612 | $72.4K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 5,307 | $83.3K | 0.01% | +5,307 | New |
| Newbridge Financial Services Group, Inc. | 6,352 | $99.7K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,423 | $100.8K | 0.01% | +1,671+35.2% | Added |
| US Bancorp | 6,567 | $103.0K | 0.00% | +1,207+22.5% | Added |
| Metropolitan Life Insurance Co | 6,656 | $104.4K | 0.01% | +491+8.0% | Added |
| Lazard Asset Management LLC | 7,571 | $118.0K | 0.00% | +3,335+78.7% | Added |