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XP (XP) Institutional Ownership

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$30.49 -0.89 (-2.84%)
Closing price 10/14/2026 04:00 PM Eastern
Extended Trading
$30.13 -0.36 (-1.17%)
As of 10/14/2026 07:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
59.15%
Number of
Institutional Buyers
(last 12 months)
198
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$868.43M
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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
10/9/2026Legacy Wealth Asset Management LLC33,599$705K0.2%+1.5%0.006%
9/9/2026Tidal Investments LLC115,720$1.88M0.0%-0.7%0.022%
9/9/2026National Pension Service207,699$3.38M0.0%+94.1%0.039%
9/9/2026WINTON GROUP Ltd71,400$1.16M0.0%-79.8%0.013%
9/9/2026Engineers Gate Manager LP168,230$2.74M0.0%+161.9%0.031%
9/9/2026Integrated Wealth Concepts LLC5,601$91K0.0%N/A0.001%
9/9/2026Squarepoint Ops LLC165,235$2.69M0.0%+83.3%0.031%
8/27/2026Corient Private Wealth LP24,723$402K0.0%N/A0.005%
8/22/2026Navi International Administradora e Gestora de Recursos Financeiros Ltda.1,837,985$29.89M20.6%-31.4%0.342%
8/21/2026AXQ Capital LP60,929$991K0.1%+59.0%0.011%
8/18/2026Public Employees Retirement System of Ohio761,219$12.38M0.0%N/A0.142%
7/10/2026Handelsbanken Fonder AB43,139$701K0.0%-88.0%0.008%
7/8/2026Assenagon Asset Management S.A.947,448$15.41M0.0%-50.9%0.176%
7/7/2026GAMMA Investing LLC11,098$180K0.0%-14.8%0.002%
7/2/2026 Versant Capital Management Inc3,559$58K0.0%-31.9%0.001%
6/18/2026Wealth High Governance Capital Ltda105,108$2.00M0.6%-73.0%0.020%
6/18/2026Wealth High Governance Asset Management Ltda.89,784$1.71M0.6%-59.3%0.017%
6/3/2026Parallel Advisors LLC3,288$63K0.0%+117.3%0.001%
5/20/2026Oaktree Fund Advisors LLC199,519$3.80M6.7%+6.7%0.037%
5/19/2026Bank of America Corp DE5,147,245$98.00M0.0%+33.4%0.958%
5/19/2026Oaktree Capital Management LP3,172,009$60.40M0.8%-4.5%0.590%
5/19/2026Janus Henderson Group PLC186,840$3.56M0.0%N/A0.035%
5/19/2026Strategic Investment Advisors MI6,617$126K0.0%N/A0.001%
5/18/2026Amundi1,157,087$22.03M0.0%+51.9%0.215%
5/18/2026EverSource Wealth Advisors LLC2,471$47K0.0%+46.2%0.000%
5/18/2026California State Teachers Retirement System83,178$1.58M0.0%-5.1%0.015%
5/18/2026Royal Bank of Canada17,220$328K0.0%-96.3%0.003%
5/16/2026The Manufacturers Life Insurance Company93,315$1.78M0.0%+9.3%0.017%
5/16/2026Squadra Investments Gestao DE Recursos LTDA.3,909,501$74.44M8.3%-18.4%0.727%
5/16/2026Quantinno Capital Management LP209,252$3.98M0.0%+44.9%0.039%
5/16/2026Lazard Asset Management LLC206,689$3.94M0.0%+244.9%0.038%
5/16/2026ABS Direct Equity Fund LLC129,100$2.46M1.9%N/A0.024%
5/15/2026Absolute Gestao de Investimentos Ltda.584,578$11.13M1.3%-74.2%0.109%
5/15/2026Entropy Technologies LP55,435$1.06M0.0%N/A0.010%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund161,300$3.07M0.0%N/A0.030%
5/14/2026Public Employees Retirement System of Ohio700,371$13.34M0.0%-63.8%0.130%
5/14/2026Arrowstreet Capital Limited Partnership7,659,227$145.83M0.1%-35.1%1.425%
5/14/2026Sei Investments Co.1,626,489$30.97M0.0%+2.4%0.303%
5/14/2026Globeflex Capital L P343,320$6.54M1.0%-4.1%0.064%
5/13/2026Cetera Investment Advisers17,748$338K0.0%+54.1%0.003%
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5/13/2026Militia Capital Management LLC48,240$918K0.2%N/A0.009%
5/13/2026First Trust Advisors LP441,514$8.41M0.0%-17.5%0.082%
5/12/2026ABN Amro Investment Solutions31,300$596K0.0%N/A0.006%
5/8/2026PNC Financial Services Group Inc.17,419$332K0.0%+25.7%0.003%
5/7/2026Parallel Advisors LLC3,288$63K0.0%+117.3%0.001%
5/7/2026KBC Group NV303,661$5.78M0.0%+77.1%0.057%
5/7/2026SEB Asset Management AB112,009$2.13M0.0%N/A0.021%
5/7/2026Swiss National Bank775,264$14.76M0.0%-12.0%0.144%
5/7/2026SPX Gestao de Recursos Ltda1,187,073$22.60M1.9%-71.7%0.221%
5/6/2026Jennison Associates LLC1,357,313$25.84M0.0%-21.9%0.253%
5/6/2026California Public Employees Retirement System744,222$14.17M0.0%-5.1%0.138%
5/6/2026Assetmark Inc.327,436$6.23M0.0%N/A0.061%
5/6/2026Barings LLC200,683$3.82M0.1%N/A0.037%
5/6/2026Aware Super Pty Ltd as trustee of Aware Super797,491$15.18M0.2%N/A0.148%
5/5/2026Twin Capital Management Inc.36,376$693K0.1%N/A0.007%
5/5/2026Bank of New York Mellon Corp1,197,678$22.80M0.0%-4.6%0.223%
5/5/2026Sanctuary Advisors LLC43,299$824K0.0%-18.2%0.008%
5/4/2026Triglav Investments D.O.O.60,033$1.14M0.1%+30.4%0.011%
5/1/2026ARGA Investment Management LP20,699,135$394.11M12.9%+4.0%3.852%
4/30/2026Hsbc Holdings PLC1,062,720$20.18M0.0%+876.6%0.198%
4/30/2026Sumitomo Mitsui Trust Group Inc.871,561$16.60M0.0%+9.0%0.162%
4/30/2026Resona Asset Management Co. Ltd.108,472$2.04M0.0%+15.7%0.020%
4/29/2026Swedbank AB165,300$3.15M0.0%-25.5%0.031%
4/27/2026Y Intercept Hong Kong Ltd32,028$610K0.0%N/A0.006%
4/25/2026Strs Ohio24,042$458K0.0%-6.1%0.004%
4/24/2026Deltec Asset Management LLC13,000$248K0.0%N/A0.002%
4/24/2026IFM Investors Pty Ltd35,523$676K0.0%+33.0%0.007%
4/23/2026Drucker Wealth 3.0 LLC36,176$689K0.1%+7.4%0.007%
4/23/2026Inspire Investing LLC89,121$1.70M0.1%+1.0%0.017%
4/22/2026Janney Montgomery Scott LLC19,491$371K0.0%-7.0%0.004%
4/22/2026Pictet Asset Management Holding SA532,173$10.13M0.0%-1.4%0.099%
4/22/2026Sterling Capital Management LLC12,348$235K0.0%-42.8%0.002%
4/20/2026Banque Cantonale Vaudoise160,000$3.05M0.1%N/A0.030%
4/20/2026Assenagon Asset Management S.A.1,930,445$36.76M0.1%+146.1%0.359%
4/18/2026Verde Servicos Internacionais S.A.168,923$3.22M1.0%N/A0.031%
4/16/2026SG Americas Securities LLC680,507$12.96M0.0%+158.9%0.127%
3/20/2026Hsbc Holdings PLC108,818$1.79M0.0%+7.7%0.020%
3/6/2026Hsbc Holdings PLC108,818$1.79M0.0%+7.7%0.020%
2/23/2026Virtu Financial LLC13,746$225K0.0%N/A0.003%
2/19/2026Invesco Ltd.594,745$9.74M0.0%+64.3%0.111%
2/18/2026Mackenzie Financial Corp297,059$4.90M0.0%-52.0%0.055%
2/18/2026XTX Topco Ltd160,090$2.62M0.1%+208.1%0.030%
2/18/2026Voloridge Investment Management LLC1,243,222$20.35M0.1%-43.6%0.231%
2/18/2026SummitTX Capital L.P.30,978$507K0.0%+2.8%0.006%
2/18/2026Twinbeech Capital LP319,928$5.24M0.4%N/A0.060%
2/18/2026Squadra Investments Gestao DE Recursos LTDA.4,793,735$78.47M14.7%-21.4%0.892%
2/18/2026PointState Capital LP571,756$9.36M0.1%N/A0.106%
2/18/2026Polymer Capital Management US LLC18,873$309K0.0%N/A0.004%
2/18/2026Oaktree Capital Management LP3,320,159$54.35M0.8%+63.3%0.618%
2/18/2026Oaktree Fund Advisors LLC187,074$3.06M5.7%+60.0%0.035%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
2/18/2026Millennium Management LLC1,792,836$29.35M0.0%+289.4%0.334%
2/18/2026Man Group plc30,700$503K0.0%N/A0.006%
2/18/2026Inspire Investing LLC88,215$1.44M0.1%+66.4%0.016%
2/18/2026Engineers Gate Manager LP100,677$1.65M0.0%-49.8%0.019%
2/18/2026Balyasny Asset Management L.P.12,944$212K0.0%-96.5%0.002%
2/18/2026Bamco Inc. NY1,195,477$19.57M0.1%-35.6%0.222%
2/18/2026Armistice Capital LLC18,204$298K0.0%N/A0.003%
2/18/20269823 Capital L.P.11,198$183K0.1%N/A0.002%
2/17/2026Caisse de depot et placement du Quebec167,968$2.75M0.0%-78.3%0.031%
2/17/2026PDT Partners LLC292,877$4.79M0.3%-44.5%0.054%


XP Institutional Ownership - Frequently Asked Questions

During the previous two years, 368 institutional investors and hedge funds held shares of XP. The most heavily invested institutionals were Capital World Investors ($613.83M), Dodge & Cox ($555.93M), ARGA Investment Management LP ($394.11M), General Atlantic L.P. ($371.59M), Mawer Investment Management Ltd. ($338.11M), Massachusetts Financial Services Co. MA ($200.75M), and Orbis Allan Gray Ltd ($161.64M).Learn more on XP's institutional investors.

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

Of the 332 institutional investors that purchased XP's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ARGA Investment Management LP ($20.70M), Mawer Investment Management Ltd. ($17.16M), Norges Bank ($15.00M), Arrowstreet Capital Limited Partnership ($13.26M), Schroder Investment Management Group ($12.29M), Massachusetts Financial Services Co. MA ($12.26M), and Dodge & Cox ($8.46M).

Institutional investors have bought a total of 89,127,288 shares in the last 24 months. This purchase volume represents approximately $1.57B in transactions.

Of the 115 institutional investors that sold XP's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Schroder Investment Management Group ($5.19M), Arrowstreet Capital Limited Partnership ($4.36M), Capital World Investors ($4.11M), SPX Gestao de Recursos Ltda ($3.01M), General Atlantic L.P. ($2.82M), JPMorgan Chase & Co. ($2.42M), and Voloridge Investment Management LLC ($2.26M).

Institutional investors have sold a total of 49,442,234 shares in the last 24 months. This volume of shares sold represents approximately $868.43M in transactions.



Institutional ownership data for NASDAQ:XP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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