X Financial
XYF- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001725033
No open-market purchases or sales by X Financial insiders were filed in the last 90 days; 23 institutions reported holding it in 13F filings for Q2 2026, worth $4.18M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in X Financial as of Jun 30, 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
- 32
- +13 vs. Q1 2025
- Shares held
- 1.68M
- +762.4K (+83.1%) vs. Q1 2025
- Total value
- $29.3M
- +$16.1M (+122.1%) vs. Q1 2025
- New holders
- 19
- 6 more added
- Sold out
- 6
- 3 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XYF 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 | 23 | $4.18M |
| Q1 2026 | 27 | $5.20M |
| Q4 2025 | 43 | $12.1M |
| Q3 2025 | 37 | $27.3M |
| Q2 2025 | 32 | $29.3M |
| Q1 2025 | 19 | $13.2M |
| Q4 2024 | 14 | $4.18M |
| Q3 2024 | 9 | $3.20M |
| Q2 2024 | 11 | $2.43M |
| Q1 2024 | 13 | $2.23M |
| Q4 2023 | 13 | $2.03M |
| Q3 2023 | 16 | $2.79M |
| Q2 2023 | 11 | $2.86M |
| Q1 2023 | 10 | $2.15M |
| Q4 2022 | 7 | $1.79M |
| Q3 2022 | 9 | $1.42M |
| Q2 2022 | 9 | $1.77M |
| Q1 2022 | 8 | $1.36M |
| Q4 2021 | 11 | $1.34M |
| Q3 2021 | 14 | $3.53M |
| Q2 2021 | 10 | $13.0M |
| Q1 2021 | 12 | $4.16M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding X Financial; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 15 | $0 | 0.00% | +15 | New |
| Principal Securities, Inc. | 45 | $786 | 0.00% | +45 | New |
| UMA Financial Services, Inc. | 49 | $856 | 0.00% | +49 | New |
| Caitong International Asset Management Co., Ltd | 76 | $1.33K | 0.00% | +76 | New |
| Advisor Group Holdings, Inc. | 117 | $2.04K | 0.00% | +117 | New |
| Rhumbline Advisers | 250 | $4.37K | 0.00% | +250 | New |
| Valley National Advisers Inc | 300 | $5.00K | 0.00% | +300 | New |
| Larson Financial Group LLC | 400 | $6.98K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 410 | $7.16K | 0.00% | +410 | New |
| GWM Advisors LLC | 672 | $11.7K | 0.00% | +672 | New |
| SBI Securities Co., Ltd. | 884 | $15.4K | 0.00% | −50−5.4% | Reduced |
| Public Employees Retirement System of Ohio | 1,012 | $17.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,206 | $38.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,943 | $98.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 6,500 | $113.5K | 0.00% | +6,500 | New |
| Raymond James Financial Inc | 7,138 | $124.6K | 0.00% | +7,138 | New |
| BlackRock, Inc. | 9,089 | $158.7K | 0.00% | +4,246+87.7% | Added |
| Invesco Ltd. | 13,702 | $239.2K | 0.00% | +13,702 | New |
| Maven Securities LTD | 15,000 | $261.9K | 0.07% | +15,000 | New |
| Virtu Financial LLC | 20,555 | $359.0K | 0.02% | +20,555 | New |
| Wells Fargo & Company | 36,062 | $629.6K | 0.00% | +36,062 | New |
| Jump Financial, LLC | 39,900 | $696.7K | 0.01% | +39,900 | New |
| UBS Group AG | 42,703 | $745.6K | 0.00% | −123,944−74.4% | Reduced |
| Citadel Advisors LLC | 57,934 | $1.01M | 0.00% | +46,449+404.4% | Added |
| O'Shaughnessy Asset Management, LLC | 63,935 | $1.12M | 0.01% | +63,935 | New |
| Cubist Systematic Strategies, LLC | 74,149 | $1.29M | 0.01% | +74,149 | New |
| Renaissance Technologies LLC | 83,975 | $1.47M | 0.00% | −200−0.2% | Reduced |
| UBS Oconnor LLC | 205,614 | $3.59M | 0.10% | +48,900+31.2% | Added |
| Barclays PLC | 205,891 | $3.59M | 0.00% | +194,891+1,771.7% | Added |
| Hel Ved Capital Management Ltd | 254,863 | $4.45M | 2.00% | +254,863 | New |
| Acadian Asset Management LLC | 260,965 | $4.54M | 0.01% | +153,693+143.3% | Added |
| Morgan Stanley | 269,341 | $4.70M | 0.00% | +168,156+166.2% | Added |
| AWH Capital, L.P. | 0 | $0 | 0.00% | −135,080−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −64,924−100.0% | Sold out |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,752−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |