Xcel Brands (XELB) Institutional Ownership $1.84 -0.05 (-2.38%) As of 09:54 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Xcel Brands (NASDAQ:XELB)CurrentInstitutional OwnershipPercentage18.55%Number ofInstitutional Buyers(last 12 months)1TotalInstitutional Inflows(last 12 months)$1.08MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$6.74M Get XELB Insider Trade Alerts Want to know when executives and insiders are buying or selling Xcel Brands stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data XELB Institutional Buying and Selling by Quarter Xcel Brands Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/15/2025 Corsair Capital Management L.P.14,801$42K0.0%-90.0%0.624% 4/28/2025 Summit Trail Advisors LLC196,250$553K0.0%-92.0%8.270% 1/29/2025 Summit Trail Advisors LLC2,452,593$1.25M0.0%+9.4%10.375% 5/16/2024 Levin Capital Strategies L.P.110,000$86K0.0%N/A0.468% 5/16/2024 AWM Investment Company Inc.769,230$600K0.1%N/A3.275% 5/15/2024 Perritt Capital Management Inc.606,858$473K0.3%+31.6%2.583% 4/23/2024 Summit Trail Advisors LLC2,242,593$1.75M0.0%+32.5%11.281% 2/15/2024 Perritt Capital Management Inc.461,025$595K0.3%-4.9%2.319% 11/14/2023 Perritt Capital Management Inc.485,025$516K0.3%-4.1%2.450% 11/14/2023Potomac Capital Management Inc.631,402$663K0.8%-4.4%3.189% Get the Latest News and Ratings for XELB and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Xcel Brands and its competitors with MarketBeat's FREE daily newsletter. 8/14/2023 Perritt Capital Management Inc.506,025$886K0.5%+14.1%2.571% 8/14/2023Potomac Capital Management Inc.660,149$1.16M1.2%-1.4%3.354% 7/25/2023 Summit Trail Advisors LLC1,692,140$2.96M0.1%+0.6%8.598% 5/12/2023 Perritt Capital Management Inc.443,672$271K0.2%+4.1%2.261% 11/15/2022Potomac Capital Management Inc.669,919$638K0.7%-3.4%3.414% 11/10/2022 Summit Trail Advisors LLC1,681,740$1.60M0.1%+35.0%8.567% 8/9/2022 Summit Trail Advisors LLC1,245,838$1.47M0.1%-24.3%6.305% 8/5/2022Potomac Capital Management Inc.693,629$818K0.9%+19.1%3.510% 8/3/2022Potomac Capital Management Inc.693,629$818K0.9%+19.1%3.510% 5/10/2022 Miramar Capital LLC71,000$106K0.0%N/A0.363% 4/27/2022Potomac Capital Management Inc.582,392$868K0.7%+43.7%2.976% 2/11/2022 Summit Trail Advisors LLC1,553,074$1.69M0.1%+7.3%7.940% 2/7/2022Potomac Capital Management Inc.405,377$442K0.4%N/A2.073% 11/16/2021 Summit Trail Advisors LLC1,447,241$2.16M0.2%+322.9%7.399% 11/15/2021Veritable L.P.38,444$57K0.0%+156.3%0.197% 8/17/2021 Bridgeway Capital Management LLC150,200$449K0.0%+49.9%0.777% 8/16/2021 State Street Corp21,700$65K0.0%N/A0.112% 8/13/2021 Renaissance Technologies LLC53,700$161K0.0%-40.4%0.278% 8/12/2021 XTX Topco Ltd18,550$55K0.0%N/A0.096% 5/21/2021 Citadel Advisors LLC28,731$57K0.0%N/A0.149% 5/18/2021 Millennium Management LLC15,510$31K0.0%N/A0.081% 5/18/2021 Citadel Advisors LLC28,731$57K0.0%N/A0.149% 5/13/2021 Renaissance Technologies LLC90,152$179K0.0%-55.4%0.468% 5/11/2021 Acadian Asset Management LLC28,945$57K0.0%N/A0.150% (Data available from 1/1/2016 forward) XELB Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of XELB shares? During the previous two years, the following institutional investors and hedge funds held shares of Xcel Brands shares: Potomac Capital Management Inc. ($663K), AWM Investment Company Inc. ($600K), Summit Trail Advisors LLC ($553K), Perritt Capital Management Inc. ($473K), and Levin Capital Strategies L.P. ($86K), Corsair Capital Management L.P. ($42K).Learn more on XELB's institutional investors. What percentage of Xcel Brands stock is owned by institutional investors? 18.55% of Xcel Brands stock is owned by institutional investors. Learn more on XELB's institutional investor holdings. Which institutional investors have been buying Xcel Brands stock? The following institutional investors have purchased Xcel Brands stock in the last 24 months: Summit Trail Advisors LLC ($770.45K), AWM Investment Company Inc. ($769.23K), Perritt Capital Management Inc. ($208.19K), and Levin Capital Strategies L.P. ($110K). How much institutional buying is happening at Xcel Brands? Institutional investors have bought a total of 1,857,869 shares in the last 24 months. This purchase volume represents approximately $14.64M in transactions. Which Xcel Brands major shareholders have been selling company stock? The following institutional investors have sold Xcel Brands stock in the last 24 months: Summit Trail Advisors LLC ($2.26M), Corsair Capital Management L.P. ($133.21K), Perritt Capital Management Inc. ($45K), and Potomac Capital Management Inc. ($38.09K). How much institutional selling is happening at Xcel Brands? Institutional investors have sold a total of 2,472,648 shares in the last 24 months. This volume of shares sold represents approximately $7.73M in transactions. Related Companies NYC Major Shareholders BUJA Major Shareholders IHT Major Shareholders INTE Major Shareholders ADGM Major Shareholders SOHO Major Shareholders MDRR Major Shareholders GODN Major Shareholders MKZR Major Shareholders DEVS Major Shareholders This page (NASDAQ:XELB) was last updated on 6/13/2025 by MarketBeat.com Staff From Our PartnersYour Bank Account Is No Longer SafeWhat If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...Priority Gold | SponsoredUtah’s New Oil FindThe Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...Stansberry Research | SponsoredWhy July 22nd Could Mean Big Changes for Social SecurityIn a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Soc...Altimetry | SponsoredTrump’s treachery Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...Porter & Company | SponsoredElon’s NEXT Big IPO?Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...Banyan Hill Publishing | SponsoredBanks aren’t ready for this altcoin—are you?Donald Trump just fast-tracked TWO major crypto bills with an August deadline! Your window of opportunity i...Crypto 101 Media | SponsoredJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...Premier Gold Co | SponsoredGold is soaring. Here’s how to get paid from itGold just broke through $3,300… And while the headlines shout about price targets, something even more powe...Investors Alley | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Xcel Brands, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Xcel Brands With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.