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XP (XP) Institutional Ownership

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

Current
Institutional Ownership
Percentage
59.15%
Number of
Institutional Buyers
(last 12 months)
206
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$988.40M
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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
5/21/2025Acadian Asset Management LLC50,809$698K0.0%-93.6%0.009%
5/19/2025 Bayforest Capital Ltd48,763$670K0.3%+502.5%0.009%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,629,575$36.16M0.0%+9.9%0.479%
5/16/2025 Atmos Capital Gestao DE Recursos LTDA.8,941,951$122.95M25.8%+20.3%1.627%
5/16/2025 Sciencast Management LP111,989$1.54M0.4%N/A0.020%
5/16/2025 Teza Capital Management LLC53,862$741K0.3%-81.9%0.010%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,923$100K0.0%+174.4%0.001%
5/16/2025 BW Gestao de Investimentos Ltda.200,000$2.75M0.1%N/A0.036%
5/16/2025 AQR Capital Management LLC217,557$2.99M0.0%+692.8%0.040%
5/16/2025 Amundi868,543$12.36M0.0%+81.2%0.158%
5/15/2025 PDT Partners LLC560,940$7.71M0.5%+104.8%0.102%
5/15/2025 Royal Bank of Canada27,896$384K0.0%-42.7%0.005%
5/15/2025 Graham Capital Management L.P.228,782$3.15M0.1%+4.5%0.042%
5/15/2025 Quarry LP11,321$156K0.0%+16.8%0.002%
5/15/2025 DRW Securities LLC22,114$304K0.0%N/A0.004%
5/15/2025 Canada Pension Plan Investment Board4,405,487$60.58M0.1%-21.7%0.802%
5/15/2025 Trexquant Investment LP653,590$8.99M0.1%-38.6%0.119%
5/15/2025 Earnest Partners LLC503,741$6.93M0.0%-4.3%0.092%
5/14/2025 Ieq Capital LLC25,921$356K0.0%N/A0.005%
5/14/2025 Dodge & Cox42,537,845$584.90M0.3%-1.4%7.741%
5/14/2025 APG Asset Management N.V.72,700$925K0.0%+22.6%0.013%
5/14/2025 Banco BTG Pactual S.A.455,855$6.27M1.5%N/A0.083%
5/14/2025 Capital Fund Management S.A.28,083$386K0.0%+92.3%0.005%
5/14/2025 Hsbc Holdings PLC139,210$1.94M0.0%+8.8%0.025%
5/14/2025 BNP PARIBAS ASSET MANAGEMENT Holding S.A.57,993$797K0.0%+19.7%0.011%
5/14/2025 Wellington Management Group LLP5,993,854$82.42M0.0%+60.9%1.091%
5/14/2025 Absolute Gestao de Investimentos Ltda.182,708$2.51M1.1%N/A0.033%
5/14/2025 Korea Investment CORP144,100$1.98M0.0%+3.7%0.026%
5/13/2025 Northern Trust Corp2,655,067$36.51M0.0%+8.2%0.483%
5/13/2025 Summit Securities Group LLC8,945$123K0.0%N/A0.002%
5/13/2025 American Century Companies Inc.129,388$1.78M0.0%+10.4%0.024%
5/13/2025 Ethic Inc.53,456$756K0.0%+112.9%0.010%
5/13/2025 Aberdeen Group plc15,045$210K0.0%-14.4%0.003%
5/13/2025 Fox Run Management L.L.C.70,707$972K0.2%+212.4%0.013%
5/13/2025 Neuberger Berman Group LLC41,671$573K0.0%+88.2%0.008%
5/13/2025 Caitong International Asset Management Co. Ltd17,277$238K0.2%+93.1%0.003%
5/13/2025 National Pension Service97,581$1.34M0.0%-11.0%0.018%
5/13/2025 Russell Investments Group Ltd.227,266$3.13M0.0%-57.3%0.041%
5/13/2025 Prudential PLC39,326$541K0.0%-15.2%0.007%
5/13/2025 Resona Asset Management Co. Ltd.105,225$1.46M0.0%+19.9%0.019%
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5/12/2025 Nuveen LLC1,657,881$22.80M0.0%N/A0.302%
5/12/2025 Entropy Technologies LP14,580$200K0.0%N/A0.003%
5/12/2025 Invesco Ltd.393,841$5.42M0.0%+21.5%0.072%
5/12/2025 Covestor Ltd15,870$218K0.1%+128.8%0.003%
5/12/2025 Citigroup Inc.827,162$11.37M0.0%-50.0%0.151%
5/12/2025 Swiss National Bank843,264$11.60M0.0%+0.3%0.153%
5/12/2025 Maryland State Retirement & Pension System19,068$262K0.0%-18.2%0.003%
5/9/2025 CenterBook Partners LP202,894$2.79M0.2%N/A0.037%
5/9/2025 Deutsche Bank AG558,397$7.68M0.0%+7.9%0.102%
5/9/2025 Charles Schwab Investment Management Inc.79,540$1.09M0.0%-51.3%0.014%
5/9/2025 Vanguard Group Inc.5,267,865$72.43M0.0%-45.5%0.959%
5/9/2025 Fourth Sail Capital LP969,296$13.33M3.1%N/A0.176%
5/9/2025 Atria Wealth Solutions Inc.10,000$138K0.0%N/A0.002%
5/9/2025 JGP Global Gestao de Recursos Ltda.795,194$10.93M8.4%N/A0.145%
5/9/2025 Banco Santander S.A.17,578$242K0.0%N/A0.003%
5/9/2025 PNC Financial Services Group Inc.8,457$116K0.0%+47.8%0.002%
5/9/2025 Barings LLC124,535$1.71M0.0%-31.2%0.023%
5/8/2025 US Bancorp DE12,283$169K0.0%+18.4%0.002%
5/8/2025 Bayforest Capital Ltd48,763$670K0.3%+502.5%0.009%
5/8/2025 XTX Topco Ltd57,711$794K0.0%+159.6%0.011%
5/8/2025 Harvest Fund Management Co. Ltd17,604$242K0.0%N/A0.003%
5/7/2025 Mawer Investment Management Ltd.24,589,426$338.11M1.6%-33.0%4.475%
5/7/2025 Dauntless Investment Group LLC24,226$333K0.4%N/A0.004%
5/7/2025 Mackenzie Financial Corp363,284$5.00M0.0%N/A0.066%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 159,710$2.20M0.0%+16.4%0.029%
5/6/2025 Cetera Investment Advisers36,478$502K0.0%+6.8%0.007%
5/6/2025 Oak Thistle LLC92,644$1.27M0.3%N/A0.017%
5/6/2025 Sustainable Growth Advisers LP671,993$9.24M0.1%+13.8%0.122%
5/6/2025 Y Intercept Hong Kong Ltd29,665$408K0.0%N/A0.005%
5/5/2025 Kestra Private Wealth Services LLC14,909$205K0.0%-5.3%0.003%
5/5/2025 Impact Partnership Wealth LLC19,265$265K0.1%-23.7%0.004%
5/5/2025 Jennison Associates LLC2,871,449$39.48M0.0%N/A0.523%
5/2/2025 Dakota Wealth Management12,630$174K0.0%N/A0.002%
5/2/2025 Signaturefd LLC6,236$86K0.0%+17.1%0.001%
5/1/2025 CWM LLC8,166$112K0.0%+186.4%0.001%
5/1/2025 New York State Common Retirement Fund359,947$4.95M0.0%+36.5%0.066%
4/30/2025 LBP AM SA49,449$680K0.0%+10.0%0.009%
4/30/2025 Stratos Wealth Partners LTD.18,769$258K0.0%-31.0%0.003%
4/30/2025 Ninety One UK Ltd2,060,202$28.33M0.1%-32.7%0.375%
4/30/2025 Crossmark Global Holdings Inc.44,608$613K0.0%-90.4%0.008%
4/29/2025 Envestnet Asset Management Inc.64,026$880K0.0%-25.4%0.012%
4/29/2025 Penserra Capital Management LLC183,063$2.52M0.0%-5.6%0.033%
4/29/2025 Bank of New York Mellon Corp1,415,268$19.46M0.0%+0.7%0.258%
4/28/2025 Principal Financial Group Inc.21,460$295K0.0%-4.2%0.004%
4/28/2025 Teacher Retirement System of Texas45,410$624K0.0%N/A0.008%
4/28/2025 Novem Group68,650$944K0.1%+36.5%0.012%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd18,127$249K0.0%+11.4%0.003%
4/25/2025 Sumitomo Mitsui Trust Group Inc.709,762$9.76M0.0%+16.8%0.129%
4/23/2025 Robeco Institutional Asset Management B.V.620,110$8.53M0.0%+11.5%0.113%
4/23/2025 Asset Management One Co. Ltd.57,598$792K0.0%+7.1%0.010%
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4/23/2025 Oppenheimer Asset Management Inc.13,831$190K0.0%N/A0.003%
4/21/2025 Blue Trust Inc.4,536$62K0.0%+6,113.7%0.001%
4/17/2025 Constellation Investimentos e Participacoes Ltda73,700$1.01M2.8%N/A0.013%
4/17/2025 Janney Montgomery Scott LLC947,208$13.02M0.0%+13.2%0.172%
4/16/2025 Wealth Enhancement Advisory Services LLC33,334$458K0.0%+125.7%0.006%
4/16/2025 Marshall Financial Group LLC83,487$1.15M0.3%+71.5%0.015%
4/15/2025 Assenagon Asset Management S.A.2,148,357$29.54M0.0%+14,898.3%0.391%
4/15/2025 Handelsbanken Fonder AB190,856$2.62M0.0%-27.8%0.035%
4/15/2025 SG Americas Securities LLC2,367,555$32.55M0.1%+7,564.5%0.431%
4/15/2025 GAMMA Investing LLC6,894$95K0.0%+339.4%0.001%
(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, 324 institutional investors and hedge funds held shares of XP. The most heavily invested institutionals were General Atlantic L.P. ($694.83M), Dodge & Cox ($584.90M), Capital World Investors ($346.84M), Harding Loevner LP ($339.44M), Mawer Investment Management Ltd. ($338.11M), Sands Capital Management LLC ($281.12M), and Durable Capital Partners LP ($158.42M).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 283 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. ($18.52M), Capital World Investors ($11.75M), Arrowstreet Capital Limited Partnership ($9.21M), Dodge & Cox ($8.29M), Jennison Associates LLC ($7.00M), Fisher Asset Management LLC ($6.61M), and Norges Bank ($5.43M).

How much institutional buying is happening at XP?

Institutional investors have bought a total of 169,028,013 shares in the last 24 months. This purchase volume represents approximately $3.00B in transactions.

Which XP major shareholders have been selling company stock?

Of the 139 institutional investors that sold XP stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($15.15M), Mawer Investment Management Ltd. ($12.50M), Capital World Investors ($12.32M), Squadra Investments Gestao DE Recursos LTDA. ($11.36M), FIL Ltd ($8.20M), Truxt Investmentos Ltda. ($7.11M), and Bank of New York Mellon Corp ($4.53M).

How much institutional selling is happening at XP?

Institutional investors have sold a total of 124,170,754 shares in the last 24 months. This volume of shares sold represents approximately $2.19B in transactions.



This page (NASDAQ:XP) was last updated on 5/21/2025 by MarketBeat.com Staff
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