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 2024
Institutional positions in Xerox Holdings Corp as of Jun 30, 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
- 309
- −23 vs. Q1 2024
- Shares held
- 113.6M
- −2.13M (−1.8%) vs. Q1 2024
- Total value
- $1.32B
- −$750.4M (−36.2%) vs. Q1 2024
- New holders
- 45
- 113 more added
- Sold out
- 68
- 101 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guardian Wealth Management, Inc. | 0 | $3 | 0.00% | −29−100.0% | Reduced |
| ORG Partners LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| MCF Advisors LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $116 | 0.00% | −33−76.7% | Reduced |
| Semmax Financial Advisors Inc. | 17 | $176 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 16 | $186 | 0.00% | −1−5.9% | Reduced |
| Ridgewood Investments LLC | 16 | $186 | 0.00% | +16 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $274 | 0.00% | −22−48.9% | Reduced |
| Fortis Group Advisors, LLC | 25 | $291 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $297 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 18 | $322 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 31 | $360 | 0.00% | −36−53.7% | Reduced |
| LRI Investments, LLC | 33 | $383 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 34 | $395 | 0.00% | −50−59.5% | Reduced |
| Rothschild Investment LLC | 37 | $430 | 0.00% | +10+37.0% | Added |
| Mascoma Wealth Management LLC | 50 | $581 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 50 | $581 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 50 | $581 | 0.00% | +50 | New |
| PayPay Securities Corp | 51 | $593 | 0.05% | −61−54.5% | Reduced |
| Farmers & Merchants Investments Inc | 53 | $616 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 62 | $720 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 62 | $720 | 0.00% | +62 | New |
| Webster Bank, N. A. | 74 | $860 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 77 | $899 | 0.00% | −5−6.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 403 | $907 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 80 | $930 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 75 | $1.00K | 0.00% | +75 | New |
| Beacon Capital Management, LLC | 94 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 100 | $1.11K | 0.00% | +28+38.9% | Added |
| DiNuzzo Private Wealth, Inc. | 98 | $1.14K | 0.00% | +5+5.4% | Added |
| First Horizon Advisors, Inc. | 99 | $1.15K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 109 | $1.27K | 0.00% | +109 | New |
| Bell Investment Advisors, Inc | 111 | $1.29K | 0.00% | +37+50.0% | Added |
| Umb Bank N A | 121 | $1.41K | 0.00% | +27+28.7% | Added |
| Clearstead Advisors, LLC | 125 | $1.45K | 0.00% | +125 | New |
| Huntington National Bank | 130 | $1.51K | 0.00% | +29+28.7% | Added |
| Kimelman & Baird, LLC | 136 | $1.58K | 0.00% | +136 | New |
| Manchester Capital Management LLC | 139 | $1.62K | 0.00% | +139 | New |
| SJS Investment Consulting Inc. | 147 | $1.70K | 0.00% | −5−3.3% | Reduced |
| Lindbrook Capital, LLC | 152 | $1.77K | 0.00% | −267−63.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 143 | $2.00K | 0.00% | −284−66.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 239 | $2.00K | 0.00% | +4+1.7% | Added |
| Family Firm, Inc. | 178 | $2.07K | 0.00% | +178 | New |
| JFS Wealth Advisors, LLC | 236 | $2.74K | 0.00% | +129+120.6% | Added |
| Parallel Advisors, LLC | 244 | $2.83K | 0.00% | −227−48.2% | Reduced |
| Costello Asset Management, INC | 250 | $2.90K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 272 | $2.93K | 0.00% | −64−19.0% | Reduced |
| Cypress Capital, LLC | 263 | $3.06K | 0.00% | +263 | New |
| Steward Partners Investment Advisory, LLC | 283 | $3.29K | 0.00% | +1+0.4% | Added |
| Smartleaf Asset Management LLC | 272 | $3.35K | 0.00% | +191+235.8% | Added |
| Signaturefd, LLC | 291 | $3.38K | 0.00% | −651−69.1% | Reduced |
| IFP Advisors, Inc | 300 | $3.48K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 300 | $3.49K | 0.00% | −201−40.1% | Reduced |
| Allworth Financial LP | 309 | $3.67K | 0.00% | +120+63.5% | Added |
| Cullen/Frost Bankers, Inc. | 325 | $3.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 342 | $3.97K | 0.00% | −107−23.8% | Reduced |
| Coston, McIsaac & Partners | 410 | $4.00K | 0.00% | +7+1.7% | Added |
| SRS Capital Advisors, Inc. | 349 | $4.06K | 0.00% | +330+1,736.8% | Added |
| Redwood Wealth Management Group, LLC | 550 | $6.39K | 0.00% | +550 | New |
| Catalyst Funds Management Pty Ltd | 600 | $6.97K | 0.00% | −200−25.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 616 | $7.16K | 0.00% | −68−9.9% | Reduced |
| GAMMA Investing LLC | 682 | $7.92K | 0.00% | −545−44.4% | Reduced |
| Quarry LP | 712 | $8.27K | 0.00% | +523+276.7% | Added |
| Quent Capital, LLC | 736 | $8.55K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 800 | $9.30K | 0.00% | +800 | New |
| Quadrant Capital Group LLC | 850 | $9.88K | 0.00% | −547−39.2% | Reduced |
| North Star Investment Management Corp. | 890 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 894 | $10.4K | 0.01% | +15+1.7% | Added |
| Peregrine Capital Management LLC | 900 | $10.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 901 | $10.5K | 0.00% | −4−0.4% | Reduced |
| Fifth Third Bancorp | 918 | $10.7K | 0.00% | +405+78.9% | Added |
| Bessemer Group Inc | 962 | $11.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 975 | $11.3K | 0.00% | +375+62.5% | Added |
| Geneos Wealth Management Inc. | 984 | $11.4K | 0.00% | +1+0.1% | Added |
| CoreCap Advisors, LLC | 1,046 | $12.2K | 0.00% | −1,548−59.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,112 | $12.9K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 729 | $13.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,134 | $13.2K | 0.00% | +77+7.3% | Added |
| Tradewinds Capital Management, LLC | 1,155 | $13.4K | 0.00% | +1,155 | New |
| Hexagon Capital Partners LLC | 1,178 | $13.7K | 0.00% | −905−43.4% | Reduced |
| Principal Securities, Inc. | 1,254 | $14.6K | 0.00% | +219+21.2% | Added |
| Virtus Fund Advisers, LLC | 1,312 | $15.2K | 0.06% | +42+3.3% | Added |
| West Branch Capital LLC | 1,447 | $16.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,507 | $17.5K | 0.00% | +1,507 | New |
| Global Wealth Strategies & Associates | 1,515 | $17.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,013 | $18.1K | 0.00% | +1,013 | New |
| Federation des caisses Desjardins du Quebec | 1,810 | $21.0K | 0.00% | +1,500+483.9% | Added |
| Ashton Thomas Private Wealth, LLC | 1,995 | $23.2K | 0.00% | +1,995 | New |
| National Bank of Canada | 2,076 | $23.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,264 | $26.0K | 0.00% | +1,378+155.5% | Added |
| CIBC Private Wealth Group, LLC | 3,420 | $38.0K | 0.00% | +500+17.1% | Added |
| Nomura Asset Management Co Ltd | 3,810 | $44.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,465 | $51.9K | 0.00% | +170+4.0% | Added |
| KBC Group NV | 4,999 | $58.0K | 0.00% | +4,999 | New |
| nVerses Capital, LLC | 6,700 | $77.9K | 0.05% | +6,700 | New |
| Virtus Investment Advisers, Inc. | 6,807 | $79.1K | 0.07% | −37,100−84.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,176 | $83.4K | 0.00% | −7,317−50.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 7,471 | $86.8K | 0.00% | −1,292−14.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,919 | $92.0K | 0.00% | −10,160−56.2% | Reduced |