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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)
$1.54B
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$520.79M
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XP Institutional Buying and Selling by Quarter

XP Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC836,944$9.92M0.0%+27.9%0.152%
1/17/2025 SG Americas Securities LLC30,890$366K0.0%+179.5%0.006%
1/16/2025 Crossmark Global Holdings Inc.464,734$5.51M0.1%N/A0.085%
1/15/2025 Merit Financial Group LLC11,572$137K0.0%N/A0.002%
1/15/2025 Legacy Wealth Asset Management LLC22,779$270K0.1%-17.9%0.004%
1/14/2025 Outlook Wealth Advisors LLC23,781$282K0.1%+47.2%0.004%
1/14/2025 Assenagon Asset Management S.A.14,324$170K0.0%-10.1%0.003%
1/13/2025 FNY Investment Advisers LLC3,400$40K0.0%N/A0.001%
1/8/2025 First Hawaiian Bank16,084$191K0.0%N/A0.003%
12/26/2024JPMorgan Chase & Co.2,526,214$45.32M0.0%+1,104.0%0.460%
12/19/2024Principal Financial Group Inc.27,141$487K0.0%-10.6%0.005%
12/12/2024SPX Gestao de Recursos Ltda734,861$13.18M1.7%N/A0.134%
11/27/2024Franklin Resources Inc.117,251$2.11M0.0%+136.5%0.021%
11/25/2024Tidal Investments LLC69,850$1.25M0.0%N/A0.013%
11/19/2024Barclays PLC65,465$1.18M0.0%-2.4%0.012%
11/16/2024Geode Capital Management LLC4,397,967$78.57M0.0%+83.4%0.800%
11/15/2024Barclays PLC65,465$1.18M0.0%-2.4%0.012%
11/15/2024Public Employees Retirement System of Ohio173,630$3.12M0.0%N/A0.032%
11/15/2024Nomura Asset Management Co. Ltd.42,750$767K0.0%+3,971.4%0.008%
11/15/2024Wellington Management Group LLP4,330,839$77.70M0.0%-1.4%0.788%
11/15/2024Weiss Asset Management LP37,636$675K0.0%N/A0.007%
11/15/2024Squadra Investments Gestao DE Recursos LTDA.12,082,836$216.77M42.4%-1.8%2.199%
11/15/2024State Street Corp8,768,675$157.31M0.0%+107.1%1.596%
11/15/2024Stifel Financial Corp41,314$741K0.0%-8.2%0.008%
11/15/2024Quarry LP8,307$149K0.0%+51.3%0.002%
11/15/2024Point72 Asset Management L.P.135,070$2.42M0.0%+139.9%0.025%
11/15/2024Itau Unibanco Holding S.A.583,671$10.47M0.3%N/A0.106%
11/15/2024Centiva Capital LP97,036$1.74M0.0%N/A0.018%
11/15/2024Bamco Inc. NY1,622,997$29.12M0.1%-18.1%0.295%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp784,900$14.08M0.1%N/A0.143%
11/14/2024Caisse DE Depot ET Placement DU Quebec76,700$1.38M0.0%+494.6%0.014%
11/14/2024PDT Partners LLC32,738$587K0.1%N/A0.006%
11/14/2024Verition Fund Management LLC33,273$597K0.0%-91.4%0.006%
11/14/2024Alkeon Capital Management LLC2,612,443$46.87M0.1%-0.1%0.475%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,697,264$30.45M0.0%+384.0%0.309%
11/14/2024Public Sector Pension Investment Board316,900$5.69M0.0%N/A0.058%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank 91,010$1.63M0.0%N/A0.017%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund28,523$512K0.0%N/A0.005%
11/13/2024Quantbot Technologies LP19,698$353K0.0%-46.4%0.004%
11/13/2024FMR LLC10,590,681$190.00M0.0%-35.7%1.927%
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11/13/2024The Manufacturers Life Insurance Company 837,603$15.03M0.0%+2,823.3%0.152%
11/13/2024Qsemble Capital Management LP51,926$932K0.2%N/A0.009%
11/13/2024Sagil Capital LLP215,000$3.86M2.4%N/A0.039%
11/13/2024DRW Securities LLC20,031$359K0.0%N/A0.004%
11/13/2024Fisher Asset Management LLC4,461,267$80.04M0.0%+64.6%0.812%
11/12/2024Penserra Capital Management LLC174,396$3.13M0.1%-7.7%0.032%
11/12/2024Citigroup Inc.2,102,177$37.71M0.0%+564.9%0.383%
11/12/2024Charles Schwab Investment Management Inc.248,893$4.47M0.0%-24.7%0.045%
11/8/2024Jennison Associates LLC1,509,578$27.08M0.0%+83.6%0.275%
11/7/2024Mawer Investment Management Ltd.26,234,383$470.65M2.1%+34.4%4.774%
11/7/2024Fourth Sail Capital LP558,900$10.03M2.5%N/A0.102%
11/7/2024Swiss National Bank842,464$15.11M0.0%N/A0.153%
11/6/2024KBC Group NV90,562$1.63M0.0%N/A0.016%
11/6/2024Oppenheimer Asset Management Inc.15,217$273K0.0%-80.5%0.003%
11/5/2024Sumitomo Mitsui Trust Group Inc.787,651$14.13M0.0%N/A0.143%
11/4/2024Seafarer Capital Partners LLC3,605,000$64.67M18.5%+4.3%0.656%
11/4/2024Meritage Portfolio Management189,864$3.41M0.2%-4.3%0.035%
11/4/2024Truxt Investmentos Ltda.1,378,658$24.73M16.6%+36.5%0.251%
11/2/2024Covestor Ltd8,343$150K0.1%+13.3%0.002%
11/1/2024Atria Investments Inc12,275$220K0.0%-31.0%0.002%
10/31/2024Principal Financial Group Inc.27,141$487K0.0%-10.6%0.005%
10/31/2024Malaga Cove Capital LLC18,557$333K0.1%N/A0.003%
10/30/2024Amalgamated Bank22,239$399K0.0%-69.3%0.004%
10/30/2024Gulf International Bank UK Ltd28,341$508K0.0%N/A0.005%
10/30/2024Asset Management One Co. Ltd.45,772$821K0.0%N/A0.008%
10/30/2024National Pension Service108,200$1.94M0.0%N/A0.020%
10/29/2024Robeco 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%
10/28/2024Cigna Investments Inc. New10,549$190K0.0%N/A0.002%
10/28/2024US Bancorp DE11,510$206K0.0%-85.5%0.002%
10/25/2024Financial Advocates Investment Management17,343$311K0.0%+6.3%0.003%
10/25/2024Tandem Capital Management Corp ADV20,956$376K0.2%-11.4%0.004%
10/25/2024abrdn 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%
10/23/2024Tandem 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%
10/22/2024Signaturefd LLC7,696$138K0.0%+15.0%0.001%
10/17/2024Sumitomo Mitsui DS Asset Management Company Ltd18,222$327K0.0%N/A0.003%
10/16/2024Marshall Financial Group LLC42,160$756K0.2%+4.4%0.008%
10/16/2024nVerses Capital LLC36,300$651K0.3%N/A0.007%
10/11/2024Creative Planning42,115$756K0.0%+67.3%0.008%
10/8/2024Verde 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%
10/5/2024Handelsbanken 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%
8/21/2024Truist Financial Corp31,314$551K0.0%-11.1%0.006%
8/19/2024Point72 Asset Management L.P.56,300$990K0.0%-18.2%0.010%
8/16/2024Quarry LP5,490$97K0.0%+487.8%0.001%
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8/16/2024Creative Planning25,166$443K0.0%+60.3%0.005%
8/15/2024The Manufacturers Life Insurance Company 28,653$504K0.0%-97.5%0.005%
8/15/2024D. E. Shaw & Co. Inc.3,070,854$54.02M0.1%+2.8%0.559%
8/15/2024Earnest Partners LLC543,212$9.56M0.0%-1.5%0.099%
8/15/2024AQR Capital Management LLC23,481$413K0.0%+54.5%0.004%
8/15/2024Armor Advisors L.L.C.905,080$15.92M11.7%N/A0.165%
8/15/2024Abich Financial Wealth Management LLC4,209$74K0.1%N/A0.001%
8/15/2024Absoluto Partners Gestao de Recursos Ltda850,903$14.56M8.9%+104.9%0.155%
8/15/2024Point72 Asia Singapore Pte. Ltd.99,786$1.76M0.4%+26.4%0.018%
8/15/2024Point72 Hong Kong Ltd6,748$119K0.0%N/A0.001%
(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, 252 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 222 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 148,184,586 shares in the last 24 months. This purchase volume represents approximately $2.82B in transactions.

Which XP major shareholders have been selling company stock?

Of the 107 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 76,920,909 shares in the last 24 months. This volume of shares sold represents approximately $1.61B in transactions.


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This page (NASDAQ:XP) was last updated on 1/20/2025 by MarketBeat.com Staff
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