Xcel Brands (XELB) Institutional Ownership $2.02 -0.03 (-1.46%) As of 10:32 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. 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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 CompanyDetails5/15/2025Corsair Capital Management L.P.14,801$42K0.0%-90.0%0.624% 4/28/2025Summit Trail Advisors LLC196,250$553K0.0%-92.0%8.270% 1/29/2025Summit Trail Advisors LLC2,452,593$1.25M0.0%+9.4%10.375% 5/16/2024Levin Capital Strategies L.P.110,000$86K0.0%N/A0.468% 5/16/2024AWM Investment Company Inc.769,230$600K0.1%N/A3.275% 5/15/2024Perritt Capital Management Inc.606,858$473K0.3%+31.6%2.583% 4/23/2024Summit Trail Advisors LLC2,242,593$1.75M0.0%+32.5%11.281% 2/15/2024Perritt Capital Management Inc.461,025$595K0.3%-4.9%2.319% 11/14/2023Perritt 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. 8/14/2023Perritt 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% 7/25/2023Summit Trail Advisors LLC1,692,140$2.96M0.1%+0.6%8.598% 5/12/2023Perritt 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% 11/10/2022Summit Trail Advisors LLC1,681,740$1.60M0.1%+35.0%8.567% 8/9/2022Summit 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% 5/10/2022Miramar Capital LLC71,000$106K0.0%N/A0.363% 4/27/2022Potomac Capital Management Inc.582,392$868K0.7%+43.7%2.976% 2/11/2022Summit 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% 11/16/2021Summit 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% 8/17/2021Bridgeway Capital Management LLC150,200$449K0.0%+49.9%0.777% 8/16/2021State Street Corp21,700$65K0.0%N/A0.112% 8/13/2021Renaissance Technologies LLC53,700$161K0.0%-40.4%0.278% 8/12/2021XTX Topco Ltd18,550$55K0.0%N/A0.096% (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 Xcel Brands' 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: AWM Investment Company Inc. ($769.23K), Summit Trail Advisors LLC ($760.45K), Perritt Capital Management Inc. ($145.83K), and Levin Capital Strategies L.P. ($110K). How much institutional buying is happening at Xcel Brands? Institutional investors have bought a total of 210,000 shares in the last 24 months. This purchase volume represents approximately $1.08M in transactions. Which of 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), and Corsair Capital Management L.P. ($133.21K). How much institutional selling is happening at Xcel Brands? Institutional investors have sold a total of 2,389,557 shares in the last 24 months. This volume of shares sold represents approximately $6.74M in transactions. Related Companies IHT Major Shareholders SOHO Major Shareholders MTR Major Shareholders MKZR Major Shareholders DEVS Major Shareholders SQFT Major Shareholders WHLR Major Shareholders CMCT Major Shareholders GIPR Major Shareholders PW Major Shareholders This page (NASDAQ:XELB) was last updated on 10/10/2025 by MarketBeat.com Staff From Our PartnersBuilding The Infrastructure for the Coming Financial ResetWhile China pushes nearly $1 trillion through its new digital currency, one emerging company is quietly buildi...Intellistake | SponsoredTrump to get REVENGE on the banks??Rumors are swirling that Trump could target the banking system by upending the $5 trillion-a-day SWIFT network...The Oxford Club | SponsoredYour Bank Account Is No Longer SafeWhat If Washington Declared That: YOUR Money ISN'T Actually Yours? 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