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 2025
Institutional positions in Xerox Holdings Corp as of Mar 31, 2025. 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
- +26 vs. Q4 2024
- Shares held
- 118.7M
- −1.92M (−1.6%) vs. Q4 2024
- Total value
- $574.4M
- −$444.1M (−43.6%) vs. Q4 2024
- New holders
- 61
- 109 more added
- Sold out
- 35
- 82 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 53 | $0 | 0.00% | +1+1.9% | Added |
| Guardian Wealth Management, Inc. | 0 | $1 | 0.00% | 0 | New |
| ORG Partners LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| MCF Advisors LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $24 | 0.00% | +5 | New |
| Boston Private Wealth LLC | 9 | $43 | 0.00% | +9 | New |
| Ridgewood Investments LLC | 15 | $72 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 19 | $92 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 25 | $121 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $124 | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 27 | $130 | 0.00% | +27 | New |
| LRI Investments, LLC | 33 | $159 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 33 | $159 | 0.00% | +1+3.1% | Added |
| Bell Investment Advisors, Inc | 37 | $179 | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 39 | $188 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $213 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 49 | $239 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 50 | $242 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $256 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 53 | $257 | 0.00% | −13−19.7% | Reduced |
| Parkside Financial Bank & Trust | 60 | $290 | 0.00% | +60 | New |
| Kimelman & Baird, LLC | 61 | $295 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 64 | $312 | 0.02% | +28+77.8% | Added |
| Webster Bank, N. A. | 74 | $357 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 87 | $420 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 91 | $440 | 0.00% | +91 | New |
| Beacon Capital Management, LLC | 97 | $467 | 0.00% | +3+3.2% | Added |
| SJS Investment Consulting Inc. | 112 | $543 | 0.00% | +3+2.8% | Added |
| IFP Advisors, Inc | 52 | $551 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 122 | $589 | 0.00% | +104+577.8% | Added |
| Clearstead Advisors, LLC | 125 | $604 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 138 | $667 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 143 | $691 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 145 | $700 | 0.00% | +145 | New |
| Rise Advisors, LLC | 154 | $744 | 0.00% | −787−83.6% | Reduced |
| Manchester Capital Management LLC | 166 | $802 | 0.00% | +166 | New |
| Bare Financial Services, Inc | 168 | $811 | 0.00% | +168 | New |
| Cranbrook Wealth Management, LLC | 178 | $860 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 264 | $1.00K | 0.00% | +264 | New |
| West Branch Capital LLC | 214 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 227 | $1.10K | 0.00% | +190+513.5% | Added |
| Costello Asset Management, INC | 250 | $1.21K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 263 | $1.27K | 0.00% | +163+163.0% | Added |
| Private Wealth Management Group, LLC | 270 | $1.30K | 0.00% | +76+39.2% | Added |
| ESL Trust Services, LLC | 300 | $1.45K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 283 | $1.45K | 0.00% | −588−67.5% | Reduced |
| Farther Finance Advisors, LLC | 308 | $1.51K | 0.00% | +308 | New |
| Steward Partners Investment Advisory, LLC | 321 | $1.55K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 332 | $1.60K | 0.00% | +287+637.8% | Added |
| Curat Global, LLC | 400 | $1.93K | 0.00% | +400 | New |
| First Horizon Advisors, Inc. | 402 | $1.94K | 0.00% | +402 | New |
| SRS Capital Advisors, Inc. | 406 | $1.96K | 0.00% | +406 | New |
| Coston, McIsaac & Partners | 445 | $2.00K | 0.00% | +13+3.0% | Added |
| Lazard Asset Management LLC | 419 | $2.00K | 0.00% | +419 | New |
| Investment Research & Advisory Group, Inc. | 403 | $2.21K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 472 | $2.28K | 0.00% | +472 | New |
| North Star Investment Management Corp. | 477 | $2.30K | 0.00% | −413−46.4% | Reduced |
| Parallel Advisors, LLC | 477 | $2.30K | 0.00% | +141+42.0% | Added |
| Jones Financial Companies LLLP | 481 | $2.47K | 0.00% | −839−63.6% | Reduced |
| Huntington National Bank | 539 | $2.60K | 0.00% | +438+433.7% | Added |
| Umb Bank N A | 544 | $2.63K | 0.00% | −39−6.7% | Reduced |
| Westside Investment Management, Inc. | 600 | $2.90K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 655 | $3.16K | 0.00% | +445+211.9% | Added |
| EverSource Wealth Advisors, LLC | 713 | $3.44K | 0.00% | +663+1,326.0% | Added |
| Geneos Wealth Management Inc. | 717 | $3.46K | 0.00% | −233−24.5% | Reduced |
| CVA Family Office, LLC | 1,033 | $4.99K | 0.00% | −125−10.8% | Reduced |
| Caption Management, LLC | 1,082 | $5.23K | 0.00% | +1,082 | New |
| CoreCap Advisors, LLC | 1,092 | $5.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,101 | $5.32K | 0.00% | −1,513−57.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,112 | $5.37K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,163 | $5.62K | 0.00% | +168+16.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,500 | $7.25K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,511 | $7.30K | 0.00% | +1,511 | New |
| Capital Advisors, Ltd. LLC | 1,653 | $8.00K | 0.00% | +1,653 | New |
| Newbridge Financial Services Group, Inc. | 2,000 | $9.66K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,007 | $9.69K | 0.00% | −8,099−80.1% | Reduced |
| TD Waterhouse Canada Inc. | 2,000 | $9.82K | 0.00% | −4,000−66.7% | Reduced |
| Bessemer Group Inc | 2,133 | $11.0K | 0.00% | +1,022+92.0% | Added |
| National Bank of Canada | 2,475 | $11.9K | 0.00% | −369−13.0% | Reduced |
| Signaturefd, LLC | 2,476 | $12.0K | 0.00% | +1,436+138.1% | Added |
| Skopos Labs, Inc. | 2,569 | $12.4K | 0.00% | +2,544+10,176.0% | Added |
| Assetmark, Inc | 2,604 | $12.6K | 0.00% | +679+35.3% | Added |
| Picton Mahoney Asset Management | 2,694 | $13.0K | 0.00% | −1,064−28.3% | Reduced |
| Fifth Third Bancorp | 2,785 | $13.5K | 0.00% | +1,140+69.3% | Added |
| CWM, LLC | 3,988 | $19.0K | 0.00% | +2,852+251.1% | Added |
| FNY Investment Advisers, LLC | 4,000 | $19.0K | 0.01% | +4,000 | New |
| Tower Research Capital LLC (TRC) | 4,138 | $20.0K | 0.00% | −51,058−92.5% | Reduced |
| US Bancorp | 4,233 | $20.4K | 0.00% | +304+7.7% | Added |
| Bank of Jackson Hole Trust | 3,307 | $21.9K | 0.01% | +3,307 | New |
| Northwestern Mutual Wealth Management Co | 4,583 | $22.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,134 | $24.8K | 0.00% | −3,131−37.9% | Reduced |
| Allworth Financial LP | 6,014 | $25.0K | 0.00% | +3,484+137.7% | Added |
| The PNC Financial Services Group, Inc. | 5,539 | $26.8K | 0.00% | +2,911+110.8% | Added |
| Jefferies Financial Group Inc. | 5,678 | $27.4K | 0.00% | −116,322−95.3% | Reduced |
| KBC Group NV | 6,306 | $30.0K | 0.00% | −2,917−31.6% | Reduced |
| Mission Financial Group, LLC | 24,054 | $31.0K | 0.03% | +24,054 | New |
| Larson Financial Group LLC | 6,507 | $31.4K | 0.00% | +5,000+331.8% | Added |
| GAMMA Investing LLC | 7,045 | $34.0K | 0.00% | +5,993+569.7% | Added |
| Nomura Asset Management Co Ltd | 8,200 | $39.6K | 0.00% | +4,390+115.2% | Added |
| Coldstream Capital Management Inc | 9,147 | $44.2K | 0.00% | +9,147 | New |