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 2026
Institutional positions in Xerox Holdings Corp as of Mar 31, 2026. 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
- 218
- −24 vs. Q4 2025
- Shares held
- 88.4M
- −2.96M (−3.2%) vs. Q4 2025
- Total value
- $114.2M
- −$102.6M (−47.3%) vs. Q4 2025
- New holders
- 35
- 72 more added
- Sold out
- 59
- 70 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Xerox Holdings Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 469 | $0 | 0.00% | +6+1.3% | Added |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $2 | 0.00% | −2,000−100.0% | Reduced |
| NBC Securities, Inc. | 2 | $2 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $3 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $7 | 0.00% | +5 | New |
| Eastern Bank | 7 | $9 | 0.00% | +7 | New |
| Cassaday & Co Wealth Management LLC | 8 | $11 | 0.00% | +8 | New |
| Fortis Group Advisors, LLC | 25 | $32 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 25 | $33 | 0.00% | +25 | New |
| Elevated Capital Advisors, LLC | 37 | $48 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 37 | $48 | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 40 | $52 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $54 | 0.00% | +42 | New |
| Smartleaf Asset Management LLC | 48 | $61 | 0.00% | −82−63.1% | Reduced |
| SHP Wealth Management | 49 | $63 | 0.00% | +1+2.1% | Added |
| Country Trust Bank | 50 | $65 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 50 | $65 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 74 | $95 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 83 | $107 | 0.00% | −391−82.5% | Reduced |
| Millstone Evans Group, LLC | 87 | $112 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 199 | $133 | 0.00% | −90−31.1% | Reduced |
| LRI Investments, LLC | 119 | $154 | 0.00% | +1+0.8% | Added |
| Ronald Blue Trust, Inc. | 125 | $161 | 0.00% | −92−42.4% | Reduced |
| Clearstead Advisors, LLC | 125 | $162 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 134 | $173 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 142 | $183 | 0.00% | +142 | New |
| SJS Investment Consulting Inc. | 148 | $192 | 0.00% | +31+26.5% | Added |
| Nisa Investment Advisors, LLC | 166 | $218 | 0.00% | +166 | New |
| Kilter Group LLC | 187 | $242 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 189 | $244 | 0.00% | +189 | New |
| Rockefeller Capital Management L.P. | 193 | $249 | 0.00% | +5+2.7% | Added |
| Bare Financial Services, Inc | 193 | $249 | 0.00% | +51+35.9% | Added |
| CoreCap Advisors, LLC | 195 | $252 | 0.00% | −897−82.1% | Reduced |
| Rothschild Investment LLC | 203 | $262 | 0.00% | +36+21.6% | Added |
| GAMMA Investing LLC | 230 | $297 | 0.00% | −1,737−88.3% | Reduced |
| Key Capital Management, INC | 244 | $315 | 0.00% | −8−3.2% | Reduced |
| True Wealth Design, LLC | 244 | $315 | 0.00% | +229+1,526.7% | Added |
| TD Waterhouse Canada Inc. | 250 | $316 | 0.00% | +250 | New |
| Twin Peaks Wealth Advisors, LLC | 249 | $321 | 0.00% | +249 | New |
| Costello Asset Management, INC | 250 | $323 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 300 | $387 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 387 | $499 | 0.00% | −2,038−84.0% | Reduced |
| Harbour Investments, Inc. | 398 | $514 | 0.00% | +361+975.7% | Added |
| North Star Investment Management Corp. | 565 | $729 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 616 | $795 | 0.00% | +233+60.8% | Added |
| Farther Finance Advisors, LLC | 638 | $804 | 0.00% | +598+1,495.0% | Added |
| Signaturefd, LLC | 629 | $811 | 0.00% | −705−52.8% | Reduced |
| MAI Capital Management | 723 | $933 | 0.00% | +723 | New |
| US Bancorp | 766 | $988 | 0.00% | +330+75.7% | Added |
| Quadrant Capital Group LLC | 773 | $998 | 0.00% | −2,636−77.3% | Reduced |
| JBF Capital, Inc. | 17,638 | $1.60K | 0.00% | +17,638 | New |
| National Bank of Canada | 1,442 | $1.85K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,447 | $1.87K | 0.00% | +1,447 | New |
| Federation des caisses Desjardins du Quebec | 1,500 | $1.94K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 1,380 | $2.22K | 0.08% | +897+185.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,732 | $2.23K | 0.00% | +1,519+713.1% | Added |
| Jones Financial Companies LLLP | 1,720 | $2.41K | 0.00% | −520−23.2% | Reduced |
| Larson Financial Group LLC | 2,400 | $3.10K | 0.00% | +2,400 | New |
| Allworth Financial LP | 2,409 | $3.11K | 0.00% | +11+0.5% | Added |
| Mosley Wealth Management | 1,000 | $3.76K | 0.00% | +1,000 | New |
| Atlantic Union Bankshares Corp | 3,126 | $4.03K | 0.00% | −3−0.1% | Reduced |
| Acadian Asset Management LLC | 4,318 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,564 | $5.00K | 0.00% | +3,544+17,720.0% | Added |
| Sterling Capital Management LLC | 3,898 | $5.03K | 0.00% | −2,891−42.6% | Reduced |
| Deseret Mutual Benefit Administrators | 4,166 | $5.37K | 0.00% | +3,054+274.6% | Added |
| Newbridge Financial Services Group, Inc. | 4,843 | $6.25K | 0.00% | −1,955−28.8% | Reduced |
| Triumph Capital Management | 4,769 | $6.27K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 5,299 | $6.84K | 0.00% | +4,544+601.9% | Added |
| Citigroup Inc | 5,471 | $7.06K | 0.00% | −41,081−88.2% | Reduced |
| Bank of Jackson Hole Trust | 5,807 | $7.49K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 6,374 | $8.22K | 0.00% | −877−12.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,994 | $9.02K | 0.00% | +6,003+605.8% | Added |
| Rangeley Capital, LLC | 100,000 | $9.05K | 0.01% | +100,000 | New |
| The PNC Financial Services Group, Inc. | 7,350 | $9.48K | 0.00% | +4,958+207.3% | Added |
| Essential Partners LLC | 7,706 | $9.94K | 0.00% | +7,195+1,408.0% | Added |
| Great West Life Assurance Co | 8,143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 8,695 | $11.2K | 0.00% | −19,932−69.6% | Reduced |
| ExodusPoint Capital Management, LP | 9,575 | $12.4K | 0.00% | −22,344−70.0% | Reduced |
| Ameritas Investment Partners, Inc. | 9,840 | $12.7K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 10,000 | $12.9K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,000 | $12.9K | 0.00% | +10,000 | New |
| Cetera Investment Advisers | 10,045 | $13.0K | 0.00% | −7,378−42.3% | Reduced |
| S Harris Financial Group, LLC | 10,397 | $13.4K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,506 | $13.6K | 0.00% | +10,506 | New |
| Creative Planning | 10,530 | $13.6K | 0.00% | −55,766−84.1% | Reduced |
| Xponance, Inc. | 10,578 | $13.6K | 0.00% | +10,578 | New |
| Janney Montgomery Scott LLC | 10,751 | $14.0K | 0.00% | −2,984−21.7% | Reduced |
| Captrust Financial Advisors | 11,386 | $14.7K | 0.00% | +307+2.8% | Added |
| Gabelli & Co Investment Advisers, Inc. | 12,000 | $15.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 12,664 | $16.3K | 0.00% | −259,912−95.4% | Reduced |
| Victory Capital Management Inc | 13,611 | $17.6K | 0.00% | −33−0.2% | Reduced |
| FMR LLC | 14,529 | $18.7K | 0.00% | +6,776+87.4% | Added |
| CWM, LLC | 14,704 | $19.0K | 0.00% | +6,297+74.9% | Added |
| Opinicus Capital, Inc. | 14,841 | $19.1K | 0.01% | +14,841 | New |
| CSS LLC | 16,200 | $20.9K | 0.00% | +16,200 | New |
| Federated Hermes, Inc. | 16,359 | $21.1K | 0.00% | −92,720−85.0% | Reduced |
| BFSG, LLC | 16,775 | $21.6K | 0.00% | 00.0% | Unchanged |
| Portman Square Capital LLP | 16,807 | $21.7K | 0.00% | 00.0% | Unchanged |