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 2024
Institutional positions in Xerox Holdings Corp as of Mar 31, 2024. 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
- 336
- +29 vs. Q4 2023
- Shares held
- 116.2M
- +9.71M (+9.1%) vs. Q4 2023
- Total value
- $2.08B
- +$128.0M (+6.6%) vs. Q4 2023
- New holders
- 64
- 113 more added
- Sold out
- 35
- 104 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ORG Partners LLC | 0 | $14 | 0.00% | 0 | New |
| MCF Advisors LLC | 1 | $19 | 0.00% | +1 | New |
| Pacific Center for Financial Services | 4 | $72 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 10 | $179 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 11 | $197 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 17 | $230 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 18 | $291 | 0.00% | −250−93.3% | Reduced |
| Parkside Financial Bank & Trust | 17 | $305 | 0.00% | +17 | New |
| WR Wealth Planners, LLC | 19 | $340 | 0.00% | +19 | New |
| SRS Capital Advisors, Inc. | 19 | $341 | 0.00% | −18−48.6% | Reduced |
| Fortis Group Advisors, LLC | 25 | $448 | 0.00% | −25−50.0% | Reduced |
| Abound Wealth Management | 25 | $448 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $454 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 27 | $483 | 0.00% | +10+58.8% | Added |
| Guardian Wealth Management, Inc. | 29 | $523 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 33 | $591 | 0.00% | +33 | New |
| Farther Finance Advisors, LLC | 40 | $712 | 0.00% | −10−20.0% | Reduced |
| Massmutual Trust Co FSB | 43 | $770 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45 | $817 | 0.00% | +45 | New |
| Investment Research & Advisory Group, Inc. | 403 | $891 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $895 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 50 | $895 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 67 | $912 | 0.00% | +67 | New |
| Farmers & Merchants Investments Inc | 53 | $949 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 59 | $1.06K | 0.00% | −21,273−99.7% | Reduced |
| Global Retirement Partners, LLC | 62 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 72 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $1.32K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 74 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 80 | $1.43K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 81 | $1.44K | 0.00% | +81 | New |
| Harbour Investments, Inc. | 82 | $1.46K | 0.00% | +1+1.2% | Added |
| GWM Advisors LLC | 84 | $1.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 93 | $1.67K | 0.00% | +1+1.1% | Added |
| Beacon Capital Management, LLC | 94 | $1.68K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 94 | $1.68K | 0.00% | +44+88.0% | Added |
| First Horizon Advisors, Inc. | 99 | $1.77K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 100 | $1.79K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 101 | $1.81K | 0.00% | −586−85.3% | Reduced |
| JFS Wealth Advisors, LLC | 107 | $1.92K | 0.00% | +4+3.9% | Added |
| Clear Street Markets LLC | 100 | $2.00K | 0.00% | −2,900−96.7% | Reduced |
| PayPay Securities Corp | 112 | $2.00K | 0.10% | −1−0.9% | Reduced |
| SJS Investment Consulting Inc. | 152 | $2.72K | 0.00% | +6+4.1% | Added |
| Newbridge Financial Services Group, Inc. | 152 | $2.73K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 202 | $3.00K | 0.00% | −47−18.9% | Reduced |
| TD Waterhouse Canada Inc. | 182 | $3.23K | 0.00% | +182 | New |
| Brown Brothers Harriman & Co | 187 | $3.35K | 0.00% | +187 | New |
| Quarry LP | 189 | $3.38K | 0.00% | +189 | New |
| Allworth Financial LP | 189 | $3.39K | 0.00% | +37+24.3% | Added |
| Venturi Wealth Management, LLC | 205 | $3.67K | 0.00% | +139+210.6% | Added |
| Frazier Financial Advisors, LLC | 220 | $3.94K | 0.00% | +120+120.0% | Added |
| C M Bidwell & Associates Ltd | 220 | $3.94K | 0.00% | +192+685.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 235 | $4.21K | 0.00% | +3+1.3% | Added |
| EverSource Wealth Advisors, LLC | 336 | $4.46K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 250 | $4.47K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 282 | $5.05K | 0.00% | +1+0.4% | Added |
| IFP Advisors, Inc | 300 | $5.37K | 0.00% | −349−53.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 310 | $5.55K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 325 | $5.82K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 403 | $7.00K | 0.00% | +6+1.5% | Added |
| Lindbrook Capital, LLC | 419 | $7.50K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 427 | $8.00K | 0.00% | −64−13.0% | Reduced |
| Versant Capital Management, Inc | 449 | $8.04K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 471 | $8.43K | 0.00% | −91−16.2% | Reduced |
| Toth Financial Advisory Corp | 501 | $8.97K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 513 | $9.18K | 0.00% | +37+7.8% | Added |
| Westside Investment Management, Inc. | 600 | $10.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 684 | $12.2K | 0.00% | −3,287−82.8% | Reduced |
| Quent Capital, LLC | 736 | $13.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 729 | $13.4K | 0.00% | +729 | New |
| Catalyst Funds Management Pty Ltd | 800 | $14.3K | 0.00% | +800 | New |
| Rise Advisors, LLC | 879 | $15.7K | 0.01% | +742+541.6% | Added |
| North Star Investment Management Corp. | 890 | $15.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 886 | $16.0K | 0.00% | +80+9.9% | Added |
| Peregrine Capital Management LLC | 900 | $16.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 905 | $16.2K | 0.00% | −21−2.3% | Reduced |
| Signaturefd, LLC | 942 | $16.9K | 0.00% | +14+1.5% | Added |
| Bessemer Group Inc | 962 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 983 | $17.6K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,035 | $18.5K | 0.00% | +508+96.4% | Added |
| CVA Family Office, LLC | 1,057 | $18.9K | 0.00% | +14+1.3% | Added |
| Deseret Mutual Benefit Administrators | 1,112 | $19.9K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,200 | $21.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,227 | $22.0K | 0.00% | −137−10.0% | Reduced |
| Virtus Fund Advisers, LLC | 1,270 | $22.7K | 0.08% | +1,270 | New |
| Retirement Group, LLC | 1,341 | $24.0K | 0.01% | +1,341 | New |
| Tower Research Capital LLC (TRC) | 1,394 | $25.0K | 0.00% | −35,902−96.3% | Reduced |
| Quadrant Capital Group LLC | 1,397 | $25.0K | 0.00% | +525+60.2% | Added |
| West Branch Capital LLC | 1,447 | $25.9K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,515 | $27.1K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 2,076 | $28.1K | 0.00% | −569−21.5% | Reduced |
| Hexagon Capital Partners LLC | 2,083 | $37.3K | 0.01% | −174−7.7% | Reduced |
| Group One Trading, L.P. | 2,467 | $44.2K | 0.00% | −34,347−93.3% | Reduced |
| EntryPoint Capital, LLC | 2,509 | $44.9K | 0.04% | +2,509 | New |
| CoreCap Advisors, LLC | 2,594 | $46.4K | 0.00% | +2,594 | New |
| CIBC Private Wealth Group, LLC | 2,920 | $52.0K | 0.00% | +2,920 | New |
| Nomura Asset Management Co Ltd | 3,810 | $68.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,295 | $76.9K | 0.00% | +1,171+37.5% | Added |
| Lazard Asset Management LLC | 5,044 | $90.0K | 0.00% | −2,578−33.8% | Reduced |