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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)
138
Total
Institutional Inflows
(last 12 months)
$1.48B
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$543.21M
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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
11/19/2024 Barclays PLC65,465$1.18M0.0%-2.4%0.012%
11/16/2024 Geode Capital Management LLC4,397,967$78.57M0.0%+83.4%0.800%
11/15/2024 Barclays PLC65,465$1.18M0.0%-2.4%0.012%
11/15/2024 Public Employees Retirement System of Ohio173,630$3.12M0.0%N/A0.032%
11/15/2024 Nomura Asset Management Co. Ltd.42,750$767K0.0%+3,971.4%0.008%
11/15/2024 Wellington Management Group LLP4,330,839$77.70M0.0%-1.4%0.788%
11/15/2024 Weiss Asset Management LP37,636$675K0.0%N/A0.007%
11/15/2024 Squadra Investments Gestao DE Recursos LTDA.12,082,836$216.77M42.4%-1.8%2.199%
11/15/2024 State Street Corp8,768,675$157.31M0.0%+107.1%1.596%
11/15/2024 Stifel Financial Corp41,314$741K0.0%-8.2%0.008%
11/15/2024 Quarry LP8,307$149K0.0%+51.3%0.002%
11/15/2024 Point72 Asset Management L.P.135,070$2.42M0.0%+139.9%0.025%
11/15/2024 Itau Unibanco Holding S.A.583,671$10.47M0.3%N/A0.106%
11/15/2024 Centiva Capital LP97,036$1.74M0.0%N/A0.018%
11/15/2024 Bamco Inc. NY1,622,997$29.12M0.1%-18.1%0.295%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp784,900$14.08M0.1%N/A0.143%
11/14/2024 Caisse DE Depot ET Placement DU Quebec76,700$1.38M0.0%+494.6%0.014%
11/14/2024 PDT Partners LLC32,738$587K0.1%N/A0.006%
11/14/2024 Verition Fund Management LLC33,273$597K0.0%-91.4%0.006%
11/14/2024 Alkeon Capital Management LLC2,612,443$46.87M0.1%-0.1%0.475%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,697,264$30.45M0.0%+384.0%0.309%
11/14/2024 Public Sector Pension Investment Board316,900$5.69M0.0%N/A0.058%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 91,010$1.63M0.0%N/A0.017%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund28,523$512K0.0%N/A0.005%
11/13/2024 Quantbot Technologies LP19,698$353K0.0%-46.4%0.004%
11/13/2024 FMR LLC10,590,681$190.00M0.0%-35.7%1.927%
11/13/2024 The Manufacturers Life Insurance Company 837,603$15.03M0.0%+2,823.3%0.152%
11/13/2024 Qsemble Capital Management LP51,926$932K0.2%N/A0.009%
11/13/2024 Sagil Capital LLP215,000$3.86M2.4%N/A0.039%
11/13/2024 DRW Securities LLC20,031$359K0.0%N/A0.004%
11/13/2024Fisher Asset Management LLC4,461,267$80.04M0.0%+64.6%0.812%
11/12/2024 Penserra Capital Management LLC174,396$3.13M0.1%-7.7%0.032%
11/12/2024 Citigroup Inc.2,102,177$37.71M0.0%+564.9%0.383%
11/12/2024 Charles Schwab Investment Management Inc.248,893$4.47M0.0%-24.7%0.045%
11/8/2024 Jennison Associates LLC1,509,578$27.08M0.0%+83.6%0.275%
11/7/2024 Mawer Investment Management Ltd.26,234,383$470.65M2.1%+34.4%4.774%
11/7/2024 Fourth Sail Capital LP558,900$10.03M2.5%N/A0.102%
11/7/2024 Swiss National Bank842,464$15.11M0.0%N/A0.153%
11/6/2024 KBC Group NV90,562$1.63M0.0%N/A0.016%
11/6/2024 Oppenheimer Asset Management Inc.15,217$273K0.0%-80.5%0.003%
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11/5/2024 Sumitomo Mitsui Trust Group Inc.787,651$14.13M0.0%N/A0.143%
11/4/2024 Seafarer Capital Partners LLC3,605,000$64.67M18.5%+4.3%0.656%
11/4/2024 Meritage Portfolio Management189,864$3.41M0.2%-4.3%0.035%
11/4/2024 Truxt Investmentos Ltda.1,378,658$24.73M16.6%+36.5%0.251%
11/2/2024 Covestor Ltd8,343$150K0.1%+13.3%0.002%
11/1/2024 Atria Investments Inc12,275$220K0.0%-31.0%0.002%
10/31/2024 Principal Financial Group Inc.27,141$487K0.0%-10.6%0.005%
10/31/2024 Malaga Cove Capital LLC18,557$333K0.1%N/A0.003%
10/30/2024 Amalgamated Bank22,239$399K0.0%-69.3%0.004%
10/30/2024 Gulf International Bank UK Ltd28,341$508K0.0%N/A0.005%
10/30/2024 Asset Management One Co. Ltd.45,772$821K0.0%N/A0.008%
10/30/2024 National Pension Service108,200$1.94M0.0%N/A0.020%
10/29/2024 Robeco Institutional Asset Management B.V.476,147$8.54M0.0%+75.5%0.087%
10/29/2024 Janney Montgomery Scott LLC654,557$11.74M0.0%+9.4%0.119%
10/28/2024 Cigna Investments Inc. New10,549$190K0.0%N/A0.002%
10/28/2024 US Bancorp DE11,510$206K0.0%-85.5%0.002%
10/25/2024 Financial Advocates Investment Management17,343$311K0.0%+6.3%0.003%
10/25/2024 Tandem Capital Management Corp ADV20,956$376K0.2%-11.4%0.004%
10/25/2024 abrdn plc14,076$254K0.0%N/A0.003%
10/24/2024 Wealth Enhancement Advisory Services LLC16,365$294K0.0%+20.6%0.003%
10/23/2024 Outlook Wealth Advisors LLC16,152$290K0.1%+19.2%0.003%
10/23/2024 Tandem Capital Management Corp ADV24,281$436K0.2%+2.6%0.004%
10/23/2024 Assenagon Asset Management S.A.15,931$286K0.0%N/A0.003%
10/22/2024 Signaturefd LLC7,696$138K0.0%+15.0%0.001%
10/17/2024Sumitomo Mitsui DS Asset Management Company Ltd18,222$327K0.0%N/A0.003%
10/16/2024 Marshall Financial Group LLC42,160$756K0.2%+4.4%0.008%
10/16/2024 nVerses Capital LLC36,300$651K0.3%N/A0.007%
10/11/2024 Creative Planning42,115$756K0.0%+67.3%0.008%
10/8/2024 Verde Servicos Internacionais S.A.98,990$1.78M0.8%+395.0%0.018%
10/7/2024 Diversified Trust Co64,462$1.16M0.0%N/A0.012%
10/5/2024 Handelsbanken Fonder AB313,731$5.63M0.0%-20.5%0.057%
10/3/2024 Park Avenue Securities LLC27,643$496K0.0%+10.5%0.005%
10/3/2024 SG Americas Securities LLC11,053$198K0.0%N/A0.002%
8/21/2024 Truist Financial Corp31,314$551K0.0%-11.1%0.006%
8/19/2024 Point72 Asset Management L.P.56,300$990K0.0%-18.2%0.010%
8/16/2024 Quarry LP5,490$97K0.0%+487.8%0.001%
8/16/2024 Creative Planning25,166$443K0.0%+60.3%0.005%
8/15/2024 The Manufacturers Life Insurance Company 28,653$504K0.0%-97.5%0.005%
8/15/2024 D. E. Shaw & Co. Inc.3,070,854$54.02M0.1%+2.8%0.559%
8/15/2024 Earnest Partners LLC543,212$9.56M0.0%-1.5%0.099%
8/15/2024 AQR Capital Management LLC23,481$413K0.0%+54.5%0.004%
8/15/2024 Armor Advisors L.L.C.905,080$15.92M11.7%N/A0.165%
8/15/2024 Abich Financial Wealth Management LLC4,209$74K0.1%N/A0.001%
8/15/2024 Absoluto Partners Gestao de Recursos Ltda850,903$14.56M8.9%+104.9%0.155%
8/15/2024 Point72 Asia Singapore Pte. Ltd.99,786$1.76M0.4%+26.4%0.018%
8/15/2024 Point72 Hong Kong Ltd6,748$119K0.0%N/A0.001%
8/14/2024 Squadra Investments Gestao DE Recursos LTDA.12,303,365$216.42M45.0%+17.2%2.239%
8/14/2024 Point72 DIFC Ltd14,466$254K0.0%-48.3%0.003%
8/14/2024 Marshall Wace LLP3,775,923$66.42M0.1%+12.9%0.687%
8/14/2024 Xponance Inc.19,165$337K0.0%+31.2%0.003%
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8/14/2024 Bank of Montreal Can2,228,957$42.82M0.0%+1,476.7%0.406%
8/14/2024 Magnetar Financial LLC36,278$638K0.0%N/A0.007%
8/13/2024 Sei Investments Co.633,843$11.15M0.0%-36.0%0.115%
8/13/2024 Canada Pension Plan Investment Board8,188,862$144.04M0.1%-1.8%1.490%
8/12/2024 Hsbc Holdings PLC14,241$249K0.0%-36.6%0.003%
8/12/2024 Amalgamated Bank72,351$1.27M0.0%+291.9%0.013%
8/8/2024 Envestnet Asset Management Inc.499,544$8.79M0.0%-3.8%0.091%
8/8/2024 Oppenheimer Asset Management Inc.78,204$1.38M0.0%+1.3%0.014%
8/8/2024 American Century Companies Inc.289,964$5.10M0.0%-44.0%0.053%
8/8/2024 State of New Jersey Common Pension Fund D93,600$1.65M0.0%-25.9%0.017%
(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, 248 institutional investors and hedge funds held shares of XP. The most heavily invested institutionals were Capital World Investors ($698.84M), General Atlantic L.P. ($694.83M), Mawer Investment Management Ltd. ($470.65M), Dodge & Cox ($424.94M), Harding Loevner LP ($339.44M), Sands Capital Management LLC ($281.12M), and Squadra Investments Gestao DE Recursos LTDA. ($216.77M).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 218 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. ($26.99M), Capital World Investors ($11.75M), Fisher Asset Management LLC ($6.61M), Dodge & Cox ($6.03M), Bank of New York Mellon Corp ($4.89M), State Street Corp ($4.53M), and General Atlantic L.P. ($4.30M).

How much institutional buying is happening at XP?

Institutional investors have bought a total of 144,296,293 shares in the last 24 months. This purchase volume represents approximately $2.76B in transactions.

Which XP major shareholders have been selling company stock?

Of the 106 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 ($12.60M), Truxt Investmentos Ltda. ($11.28M), Capital World Investors ($10.98M), Squadra Investments Gestao DE Recursos LTDA. ($7.58M), Sustainable Growth Advisers LP ($5.81M), TT International Asset Management LTD ($2.86M), and The Manufacturers Life Insurance Company ($2.11M).

How much institutional selling is happening at XP?

Institutional investors have sold a total of 76,927,536 shares in the last 24 months. This volume of shares sold represents approximately $1.61B in transactions.



This page (NASDAQ:XP) was last updated on 11/21/2024 by MarketBeat.com Staff
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