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XP (XP) Institutional Ownership

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$20.00 +0.01 (+0.05%)
As of 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
59.15%
Number of
Institutional Buyers
(last 12 months)
197
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$864.00M
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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
8/27/2026 Corient Private Wealth LP24,723$402K0.0%N/A0.005%
8/24/2026 California State Teachers Retirement System1,108,363$18.02M0.0%+1,232.5%0.206%
8/22/2026 Navi International Administradora e Gestora de Recursos Financeiros Ltda.1,837,985$29.89M20.6%-31.4%0.342%
8/21/2026 AXQ Capital LP60,929$991K0.1%+59.0%0.011%
8/18/2026 Public Employees Retirement System of Ohio761,219$12.38M0.0%N/A0.142%
7/10/2026 Handelsbanken Fonder AB43,139$701K0.0%-88.0%0.008%
7/8/2026 Assenagon Asset Management S.A.947,448$15.41M0.0%-50.9%0.176%
7/7/2026 GAMMA Investing LLC11,098$180K0.0%-14.8%0.002%
7/2/2026 Versant Capital Management Inc3,559$58K0.0%-31.9%0.001%
6/18/2026 Wealth High Governance Capital Ltda105,108$2.00M0.6%-73.0%0.020%
6/18/2026 Wealth High Governance Asset Management Ltda.89,784$1.71M0.6%-59.3%0.017%
6/3/2026 Parallel Advisors LLC3,288$63K0.0%+117.3%0.001%
5/20/2026 Oaktree Fund Advisors LLC199,519$3.80M6.7%+6.7%0.037%
5/19/2026 Bank of America Corp DE5,147,245$98.00M0.0%+33.4%0.958%
5/19/2026 Oaktree 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%
5/19/2026 Strategic Investment Advisors MI6,617$126K0.0%N/A0.001%
5/18/2026 Amundi1,157,087$22.03M0.0%+51.9%0.215%
5/18/2026 EverSource Wealth Advisors LLC2,471$47K0.0%+46.2%0.000%
5/18/2026 California State Teachers Retirement System83,178$1.58M0.0%-5.1%0.015%
5/18/2026 Royal Bank of Canada17,220$328K0.0%-96.3%0.003%
5/16/2026 The Manufacturers Life Insurance Company93,315$1.78M0.0%+9.3%0.017%
5/16/2026 Squadra Investments Gestao DE Recursos LTDA.3,909,501$74.44M8.3%-18.4%0.727%
5/16/2026 Quantinno Capital Management LP209,252$3.98M0.0%+44.9%0.039%
5/16/2026 Lazard Asset Management LLC206,689$3.94M0.0%+244.9%0.038%
5/16/2026 ABS Direct Equity Fund LLC129,100$2.46M1.9%N/A0.024%
5/15/2026 Absolute Gestao de Investimentos Ltda.584,578$11.13M1.3%-74.2%0.109%
5/15/2026 Entropy Technologies LP55,435$1.06M0.0%N/A0.010%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund161,300$3.07M0.0%N/A0.030%
5/14/2026 Public Employees Retirement System of Ohio700,371$13.34M0.0%-63.8%0.130%
5/14/2026 Arrowstreet Capital Limited Partnership7,659,227$145.83M0.1%-35.1%1.425%
5/14/2026 Sei Investments Co.1,626,489$30.97M0.0%+2.4%0.303%
5/14/2026 Globeflex Capital L P343,320$6.54M1.0%-4.1%0.064%
5/13/2026 Cetera Investment Advisers17,748$338K0.0%+54.1%0.003%
5/13/2026 Militia Capital Management LLC48,240$918K0.2%N/A0.009%
5/13/2026 First Trust Advisors LP441,514$8.41M0.0%-17.5%0.082%
5/12/2026 ABN Amro Investment Solutions31,300$596K0.0%N/A0.006%
5/8/2026 PNC Financial Services Group Inc.17,419$332K0.0%+25.7%0.003%
5/7/2026 Parallel Advisors LLC3,288$63K0.0%+117.3%0.001%
5/7/2026 KBC Group NV303,661$5.78M0.0%+77.1%0.057%
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5/7/2026 SEB Asset Management AB112,009$2.13M0.0%N/A0.021%
5/7/2026 Swiss National Bank775,264$14.76M0.0%-12.0%0.144%
5/7/2026 SPX Gestao de Recursos Ltda1,187,073$22.60M1.9%-71.7%0.221%
5/6/2026 Jennison Associates LLC1,357,313$25.84M0.0%-21.9%0.253%
5/6/2026 California Public Employees Retirement System744,222$14.17M0.0%-5.1%0.138%
5/6/2026 Assetmark Inc.327,436$6.23M0.0%N/A0.061%
5/6/2026 Barings LLC200,683$3.82M0.1%N/A0.037%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super797,491$15.18M0.2%N/A0.148%
5/5/2026 Twin Capital Management Inc.36,376$693K0.1%N/A0.007%
5/5/2026 Bank of New York Mellon Corp1,197,678$22.80M0.0%-4.6%0.223%
5/5/2026 Sanctuary Advisors LLC43,299$824K0.0%-18.2%0.008%
5/4/2026 Triglav Investments D.O.O.60,033$1.14M0.1%+30.4%0.011%
5/1/2026 ARGA Investment Management LP20,699,135$394.11M12.9%+4.0%3.852%
4/30/2026 Hsbc Holdings PLC1,062,720$20.18M0.0%+876.6%0.198%
4/30/2026 Sumitomo Mitsui Trust Group Inc.871,561$16.60M0.0%+9.0%0.162%
4/30/2026 Resona Asset Management Co. Ltd.108,472$2.04M0.0%+15.7%0.020%
4/29/2026 Swedbank AB165,300$3.15M0.0%-25.5%0.031%
4/27/2026 Y Intercept Hong Kong Ltd32,028$610K0.0%N/A0.006%
4/25/2026 Strs Ohio24,042$458K0.0%-6.1%0.004%
4/24/2026 Deltec Asset Management LLC13,000$248K0.0%N/A0.002%
4/24/2026 IFM Investors Pty Ltd35,523$676K0.0%+33.0%0.007%
4/23/2026 Drucker Wealth 3.0 LLC36,176$689K0.1%+7.4%0.007%
4/23/2026 Inspire Investing LLC89,121$1.70M0.1%+1.0%0.017%
4/22/2026 Janney Montgomery Scott LLC19,491$371K0.0%-7.0%0.004%
4/22/2026 Pictet Asset Management Holding SA532,173$10.13M0.0%-1.4%0.099%
4/22/2026 Sterling Capital Management LLC12,348$235K0.0%-42.8%0.002%
4/20/2026 Banque Cantonale Vaudoise160,000$3.05M0.1%N/A0.030%
4/20/2026 Assenagon Asset Management S.A.1,930,445$36.76M0.1%+146.1%0.359%
4/18/2026 Verde Servicos Internacionais S.A.168,923$3.22M1.0%N/A0.031%
4/16/2026 SG Americas Securities LLC680,507$12.96M0.0%+158.9%0.127%
3/20/2026 Hsbc Holdings PLC108,818$1.79M0.0%+7.7%0.020%
3/6/2026 Hsbc Holdings PLC108,818$1.79M0.0%+7.7%0.020%
2/23/2026 Virtu Financial LLC13,746$225K0.0%N/A0.003%
2/19/2026 Invesco Ltd.594,745$9.74M0.0%+64.3%0.111%
2/18/2026 Mackenzie Financial Corp297,059$4.90M0.0%-52.0%0.055%
2/18/2026 XTX Topco Ltd160,090$2.62M0.1%+208.1%0.030%
2/18/2026 Voloridge Investment Management LLC1,243,222$20.35M0.1%-43.6%0.231%
2/18/2026 SummitTX Capital L.P.30,978$507K0.0%+2.8%0.006%
2/18/2026 Twinbeech Capital LP319,928$5.24M0.4%N/A0.060%
2/18/2026 Squadra Investments Gestao DE Recursos LTDA.4,793,735$78.47M14.7%-21.4%0.892%
2/18/2026 PointState Capital LP571,756$9.36M0.1%N/A0.106%
2/18/2026 Polymer Capital Management US LLC18,873$309K0.0%N/A0.004%
2/18/2026 Oaktree Capital Management LP3,320,159$54.35M0.8%+63.3%0.618%
2/18/2026 Oaktree Fund Advisors LLC187,074$3.06M5.7%+60.0%0.035%
2/18/2026 Millennium Management LLC1,792,836$29.35M0.0%+289.4%0.334%
2/18/2026 Man Group plc30,700$503K0.0%N/A0.006%
2/18/2026 Inspire Investing LLC88,215$1.44M0.1%+66.4%0.016%
2/18/2026 Engineers Gate Manager LP100,677$1.65M0.0%-49.8%0.019%
2/18/2026 Balyasny Asset Management L.P.12,944$212K0.0%-96.5%0.002%
2/18/2026 Bamco Inc. NY1,195,477$19.57M0.1%-35.6%0.222%
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2/18/2026 Armistice Capital LLC18,204$298K0.0%N/A0.003%
2/18/2026 9823 Capital L.P.11,198$183K0.1%N/A0.002%
2/17/2026 Caisse de depot et placement du Quebec167,968$2.75M0.0%-78.3%0.031%
2/17/2026 PDT Partners LLC292,877$4.79M0.3%-44.5%0.054%
2/17/2026 AQR Capital Management LLC289,332$4.74M0.0%-15.2%0.054%
2/17/2026 GAM Holding AG248,615$4.07M0.3%+387.5%0.046%
2/17/2026 Cetera Investment Advisers11,518$189K0.0%-72.6%0.002%
2/17/2026 EFG International AG48,637$796K0.0%N/A0.009%
2/17/2026 Lazard Asset Management LLC59,926$981K0.0%-75.2%0.011%
2/17/2026 Trexquant Investment LP48,172$789K0.0%-88.4%0.009%


XP Institutional Ownership - Frequently Asked Questions

During the previous two years, 367 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 331 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 90,408,632 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

Of the 116 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 49,168,021 shares in the last 24 months. This volume of shares sold represents approximately $864.00M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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