XP (XP) Institutional Ownership

Notice: This company has been marked as potentially delisted and may not be actively trading.

Institutional Ownership Changes (13F Filings) for XP (NASDAQ:XP)

Current
Institutional Ownership
Percentage
59.15%
Number of
Institutional Buyers
(last 12 months)
146
Total
Institutional Inflows
(last 12 months)
$1.44B
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$1.20B
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XP Institutional Buying and Selling by Quarter

XP Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Tandem Capital Management Corp ADV24,281$623K0.4%-3.1%0.004%
5/16/2024 California State Teachers Retirement System32,748$840K0.0%-38.9%0.006%
5/16/2024 Investidor Profissional Gestao de Recursos Ltda.98,515$2.53M0.9%N/A0.018%
5/16/2024 Dynasty Wealth Management LLC9,507$244K0.0%N/A0.002%
5/16/2024 Jacobs Levy Equity Management Inc.30,707$788K0.0%N/A0.006%
5/16/2024 BTG Pactual Global Asset Management Ltd200,364$5.14M0.9%-49.8%0.036%
5/16/2024 Bayesian Capital Management LP78,900$2.03M0.2%N/A0.014%
5/15/2024 Earnest Partners LLC551,675$14.16M0.1%-2.3%0.100%
5/15/2024 Morse Asset Management Inc20,775$533K0.1%+50.5%0.004%
5/15/2024 Bamco Inc. NY3,228,598$82.85M0.2%+26.7%0.588%
5/15/2024 Price T Rowe Associates Inc. MD4,635,683$118.95M0.0%-6.0%0.844%
5/15/2024 1832 Asset Management L.P.6,780$174K0.0%+13.9%0.001%
5/15/2024 Cloverfields Capital Group LP57,300$1.47M0.5%+1.0%0.010%
5/14/2024 Canada Pension Plan Investment Board8,338,862$213.98M0.2%+2.8%1.518%
5/14/2024 Capital World Investors27,234,509$698.84M0.1%+75.9%4.956%
5/14/2024 EntryPoint Capital LLC1,453$37K0.0%-45.7%0.000%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund60,000$1.54M0.0%N/A0.011%
5/13/2024 Seven Eight Capital LP97,724$2.51M0.3%-69.3%0.018%
5/13/2024 O Shaughnessy Asset Management LLC9,888$254K0.0%+16.2%0.002%
5/11/2024 Covestor Ltd2,800$72K0.0%+213.9%0.001%
5/10/2024 Acadian Asset Management LLC156,398$4.01M0.0%-46.3%0.028%
5/10/2024 Vanguard Group Inc.5,051,477$129.62M0.0%+482.0%0.919%
5/10/2024 Banco BTG Pactual S.A.781,976$20.07M3.4%-15.8%0.142%
5/8/2024 Entropy Technologies LP80,866$2.08M0.2%-1.0%0.015%
5/8/2024 Constellation Investimentos e Participacoes Ltda2,126,159$54.56M22.5%-35.0%0.387%
5/8/2024 US Bancorp DE74,055$1.90M0.0%-5.9%0.013%
5/8/2024 Russell Investments Group Ltd.383,683$9.84M0.0%-23.5%0.070%
5/8/2024 Sustainable Growth Advisers LP1,119,809$28.73M0.1%+59.4%0.204%
5/8/2024 Inspire Investing LLC34,750$892K0.1%N/A0.006%
5/7/2024 Sei Investments Co.990,563$25.42M0.0%-1.9%0.180%
5/7/2024 Capital Wealth Planning LLC39,629$1.02M0.0%+25.7%0.007%
5/7/2024 Oppenheimer Asset Management Inc.77,206$1.98M0.0%-1.4%0.014%
5/7/2024 SG Americas Securities LLC112,861$2.90M0.0%N/A0.021%
5/6/2024 Quantbot Technologies LP76,795$1.97M0.1%-28.1%0.014%
5/6/2024 Envestnet Portfolio Solutions Inc.7,813$200K0.0%N/A0.001%
5/6/2024 Mawer Investment Management Ltd.18,720,083$480.36M2.2%+3.1%3.407%
5/2/2024 Jennison Associates LLC3,113,154$79.88M0.1%+110.6%0.555%
5/2/2024 Nordea Investment Management AB1,373,664$35.64M0.0%-22.2%0.245%
5/2/2024 Mckinley Capital Management LLC32,191$826K0.1%+1.8%0.006%
5/1/2024 INCA Investments LLC236,988$6.08M2.6%+24.4%0.042%
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5/1/2024 Janney Montgomery Scott LLC493,953$12.68M0.0%+7.9%0.088%
4/30/2024 Private Advisor Group LLC19,737$506K0.0%+2.7%0.004%
4/30/2024 Caprock Group LLC9,618$247K0.0%+11.7%0.002%
4/29/2024 Principal Financial Group Inc.27,857$715K0.0%+26.5%0.005%
4/29/2024 Meritage Portfolio Management132,977$3.41M0.2%N/A0.024%
4/29/2024 Verde Servicos Internacionais S.A.1,137,423$29.19M10.9%-7.7%0.203%
4/29/2024 Marks Group Wealth Management Inc10,490$269K0.0%-5.3%0.002%
4/25/2024 Bank of New York Mellon Corp5,074,329$130.21M0.0%-2.7%0.905%
4/23/2024 Fifth Third Bancorp47,356$1.22M0.0%-1.3%0.008%
4/22/2024 Outlook Wealth Advisors LLC13,831$355K0.1%+20.9%0.002%
4/19/2024 Marshall Financial Group LLC36,648$940K0.3%+9.5%0.007%
4/19/2024 Legacy Wealth Asset Management LLC26,099$670K0.2%-7.9%0.005%
4/18/2024 Allspring Global Investments Holdings LLC68,692$1.76M0.0%N/A0.012%
4/16/2024 Toth Financial Advisory Corp26,947$691K0.1%N/A0.005%
4/16/2024 OneAscent Wealth Management LLC10,642$273K0.1%-6.1%0.002%
4/15/2024 Atlas Capital Advisors LLC1,609$41K0.0%-77.1%0.000%
4/10/2024 Park Avenue Securities LLC21,852$561K0.0%+8.3%0.004%
4/10/2024 Perpetual Ltd254,813$6.54M0.1%+17.6%0.045%
3/22/2024 PNC Financial Services Group Inc.6,603$172K0.0%-14.9%0.001%
3/5/2024 Fisher Asset Management LLC2,844,255$74.15M0.0%+585.2%0.507%
3/5/2024 Wellington Management Group LLP1,270,908$33.13M0.0%-1.2%0.227%
2/16/2024 Price T Rowe Associates Inc. MD4,929,877$128.52M0.0%+6.3%0.880%
2/15/2024 Old Well Partners LLC79,400$2.07M1.9%-34.8%0.014%
2/15/2024 Harding Loevner LP13,115,121$339.44M1.9%+5.9%2.340%
2/15/2024 Compass Group LLC1,239,325$32.31M12.8%+107.2%0.221%
2/14/2024 Squadra Investments Gestao DE Recursos LTDA.9,018,875$235.12M48.6%+30.1%1.609%
2/14/2024 Alta Park Capital LP184,628$4.81M0.5%-84.6%0.033%
2/14/2024 Neuberger Berman Group LLC44,684$1.17M0.0%+12.1%0.008%
2/14/2024 Absoluto Partners Gestao de Recursos Ltda1,065,137$27.77M11.9%-26.2%0.190%
2/14/2024 Seven Eight Capital LP318,542$8.30M1.0%N/A0.057%
2/14/2024 CenterBook Partners LP30,413$793K0.1%N/A0.005%
2/13/2024 1832 Asset Management L.P.5,950$155K0.0%-7.8%0.001%
2/13/2024 Crossmark Global Holdings Inc.320,250$8.35M0.2%-2.6%0.057%
2/13/2024 Capital World Investors15,480,556$403.59M0.1%-10.4%2.762%
2/13/2024 Sharp Capital Gestora de Recursos Ltda.1,950,447$50.85M26.1%-44.1%0.348%
2/13/2024 The Manufacturers Life Insurance Company 1,278,765$33.34M0.0%-26.6%0.228%
2/13/2024 Sands Capital Management LLC10,783,113$281.12M0.9%-2.1%1.924%
2/12/2024 BTG Pactual Global Asset Management Ltd399,296$10.41M4.0%+77.6%0.071%
2/12/2024SPX Gestao de Recursos Ltda5,287$138K0.0%N/A0.001%
2/12/2024 Banco BTG Pactual S.A.928,203$24.46M3.1%+104.7%0.166%
2/12/2024 Bank of Nova Scotia440,652$11.49M0.0%N/A0.079%
2/12/2024 Axiom Investors LLC DE594,920$15.51M0.2%N/A0.106%
2/12/2024Treasurer of the State of North Carolina287,923$7.51M0.0%+11.8%0.051%
2/12/2024 JARISLOWSKY FRASER Ltd282,418$7.36M0.0%+3.4%0.050%
2/12/2024 Hsbc Holdings PLC103,039$2.70M0.0%+511.3%0.018%
2/9/2024 Neuberger Berman Group LLC44,684$1.17M0.0%+12.1%0.008%
2/9/2024 Team Hewins LLC8,076$211K0.0%N/A0.001%
2/9/2024 AXS Investments LLC30,000$782K0.2%N/A0.005%
2/9/2024 US Bancorp DE78,713$2.05M0.0%-3.8%0.014%
2/9/2024 Franklin Resources Inc.421,106$10.95M0.0%+116.1%0.075%
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2/9/2024 Trexquant Investment LP130,753$3.41M0.1%-52.2%0.023%
2/9/2024 Mckinley Capital Management LLC31,625$824K0.1%N/A0.006%
2/9/2024 Sagil Capital LLP552,000$14.39M8.3%N/A0.098%
2/9/2024 Dynamic Technology Lab Private Ltd16,608$433K0.0%N/A0.003%
2/9/2024 Norges Bank437,139$11.40M0.0%N/A0.078%
2/8/2024 Robeco Institutional Asset Management B.V.132,900$3.47M0.0%+423.5%0.024%
2/8/2024 Financial Advocates Investment Management10,248$267K0.0%-22.4%0.002%
2/8/2024 Panagora Asset Management Inc.11,680$304K0.0%N/A0.002%
2/8/2024 Quadrant Capital Group LLC5,072$132K0.0%-33.8%0.001%
2/8/2024 Capital Wealth Planning LLC31,537$822K0.0%N/A0.006%
(Data available from 1/1/2016 forward)

XP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XP shares?

During the previous two years, 239 institutional investors and hedge funds held shares of XP. The most heavily invested institutionals were Capital World Investors ($698.84M), General Atlantic L.P. ($694.83M), FMR LLC ($496.34M), Mawer Investment Management Ltd. ($480.36M), Dodge & Cox ($424.94M), Harding Loevner LP ($339.44M), and Sands Capital Management LLC ($281.12M).Learn more on XP's institutional investors.

What percentage of XP stock is owned by institutional investors?

59.15% of XP stock is owned by institutional investors. Learn more on XP's institutional investor holdings.

Which institutional investors have been buying XP stock?

Of the 214 institutional investors that purchased XP stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mawer Investment Management Ltd. ($19.48M), Dodge & Cox ($18.58M), Capital World Investors ($11.75M), Bank of New York Mellon Corp ($4.89M), Fisher Asset Management LLC ($4.86M), Truxt Investmentos Ltda. ($4.67M), and General Atlantic L.P. ($4.30M).

How much institutional buying is happening at XP?

Institutional investors have bought a total of 146,249,253 shares in the last 24 months. This purchase volume represents approximately $2.82B in transactions.

Which XP major shareholders have been selling company stock?

Of the 107 institutional investors that sold XP stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($10.98M), Truxt Investmentos Ltda. ($10.08M), Squadra Investments Gestao DE Recursos LTDA. ($7.36M), FMR LLC ($6.73M), Price T Rowe Associates Inc. MD ($6.35M), Sustainable Growth Advisers LP ($5.81M), and Constellation Investimentos e Participacoes Ltda ($3.16M).

How much institutional selling is happening at XP?

Institutional investors have sold a total of 81,700,505 shares in the last 24 months. This volume of shares sold represents approximately $1.73B in transactions.


This page (NASDAQ:XP) was last updated on 5/19/2024 by MarketBeat.com Staff

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