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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)
191
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$753.91M
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XP Institutional Buying and Selling by Quarter

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XP Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Wellington Management Group LLP3,726,181$44.16M0.0%-14.0%0.678%
3/18/2025California State Teachers Retirement System54,344$644K0.0%+81.4%0.010%
3/17/2025Wealth Enhancement Advisory Services LLC14,769$175K0.0%-9.8%0.003%
3/14/2025Lansforsakringar Fondforvaltning AB publ 68,000$806K0.0%N/A0.012%
2/19/2025Public Employees Retirement System of Ohio464,597$5.51M0.0%+167.6%0.085%
2/18/2025Novem Group50,283$596K0.1%N/A0.009%
2/18/2025PharVision Advisers LLC41,042$486K0.4%N/A0.007%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,393,101$28.36M0.0%+41.0%0.436%
2/17/2025Voloridge Investment Management LLC3,736,302$44.28M0.2%+133.7%0.680%
2/17/2025Twinbeech Capital LP25,580$303K0.0%-97.5%0.005%
2/17/2025Tidal Investments LLC75,923$900K0.0%+8.7%0.014%
2/17/2025Teza Capital Management LLC297,520$3.53M0.5%+293.6%0.054%
2/17/2025Strategic Global Advisors LLC238,524$2.83M0.5%+362.0%0.043%
2/17/2025Snowden Capital Advisors LLC10,027$119K0.0%N/A0.002%
2/17/2025Shell Asset Management Co.7,674$91K0.0%N/A0.001%
2/17/2025Squadra Investments Gestao DE Recursos LTDA.7,617,896$90.27M42.6%-37.0%1.386%
2/17/2025Point72 Asset Management L.P.268,975$3.19M0.0%+99.1%0.049%
2/17/2025Point72 Hong Kong Ltd7,640$91K0.0%N/A0.001%
2/17/2025Quantinno Capital Management LP19,141$227K0.0%N/A0.003%
2/17/2025Malaga Cove Capital LLC17,007$202K0.1%-8.4%0.003%
2/17/2025Man Group plc417,075$4.94M0.0%-68.6%0.076%
2/17/2025Nuveen Asset Management LLC1,525,620$18.08M0.0%-34.0%0.278%
2/17/2025Numerai GP LLC22,604$268K0.1%+93.8%0.004%
2/17/2025Millennium Management LLC523,689$6.21M0.0%-79.2%0.095%
2/17/2025Lazard Asset Management LLC63,601$753K0.0%+2,161.0%0.012%
2/17/2025JARISLOWSKY FRASER Ltd486,118$5.76M0.0%+29.1%0.088%
2/17/2025Graham Capital Management L.P.218,936$2.59M0.0%N/A0.040%
2/17/2025Ensign Peak Advisors Inc10,700$127K0.0%N/A0.002%
2/17/2025Ethic Inc.25,114$298K0.0%+41.3%0.005%
2/17/2025D. E. Shaw & Co. Inc.173,013$2.05M0.0%-94.6%0.031%
2/17/2025Deutsche Bank AG517,557$6.13M0.0%+8.7%0.094%
2/17/2025Crestline Management LP21,705$257K0.0%N/A0.004%
2/17/2025Cetera Investment Advisers34,147$405K0.0%-15.2%0.006%
2/17/2025Centiva Capital LP32,640$387K0.0%-66.4%0.006%
2/17/2025Bridgefront Capital LLC14,079$167K0.1%-11.9%0.003%
2/17/2025Bamco Inc. NY1,739,892$20.62M0.1%+7.2%0.317%
2/17/2025BNP Paribas Financial Markets2,281,980$27.04M0.0%N/A0.415%
2/17/2025Ameriprise Financial Inc.1,329,899$15.75M0.0%+9.1%0.242%
2/17/2025Absoluto Partners Gestao de Recursos Ltda657,982$7.80M7.1%-62.2%0.120%
2/14/2025Praetorian PR LLC1,000,000$11.85M4.8%N/A0.182%
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2/14/2025Bienville Capital Management LLC728,089$8.63M2.1%N/A0.133%
2/14/2025Itau Unibanco Holding S.A.389,892$4.62M0.1%-33.2%0.071%
2/14/2025Caisse DE Depot ET Placement DU Quebec213,700$2.53M0.0%+178.6%0.039%
2/14/2025PDT Partners LLC273,873$3.25M0.3%+736.6%0.050%
2/14/2025Northern Trust Corp2,452,877$29.07M0.0%+131.8%0.446%
2/14/2025The Manufacturers Life Insurance Company 157,177$1.86M0.0%-81.2%0.029%
2/14/2025Optiver Holding B.V.6,835$81K0.0%N/A0.001%
2/14/2025Quarry LP9,691$115K0.0%+16.7%0.002%
2/14/2025Earnest Partners LLC526,293$6.24M0.0%-1.8%0.096%
2/14/2025Aquatic Capital Management LLC115,008$1.36M0.0%N/A0.021%
2/14/2025Boothbay Fund Management LLC15,605$185K0.0%-12.1%0.003%
2/14/2025Nebula Research & Development LLC50,737$601K0.1%-26.2%0.009%
2/14/2025Voya Investment Management LLC355,394$4.21M0.0%+7.0%0.065%
2/14/2025Price T Rowe Associates Inc. MD144,940$1.72M0.0%+16.7%0.026%
2/14/2025Atmos Capital Gestao DE Recursos LTDA.7,436,029$88.12M19.1%+4.7%1.353%
2/14/2025Hsbc Holdings PLC127,991$1.52M0.0%+60.3%0.023%
2/14/2025Stifel Financial Corp83,238$986K0.0%+101.5%0.015%
2/14/2025Tower Research Capital LLC TRC 11,745$139K0.0%+134.1%0.002%
2/14/2025Mirabella Financial Services LLP59,864$709K0.1%N/A0.011%
2/14/2025Natixis37,693$447K0.0%-82.3%0.007%
2/14/2025Ossiam49,457$586K0.0%+28.2%0.009%
2/14/2025Capital World Investors29,269,504$346.84M0.1%-4.4%5.327%
2/14/2025First Trust Advisors LP339,838$4.03M0.0%+127.4%0.062%
2/13/2025Canada Pension Plan Investment Board5,629,072$66.71M0.1%-32.4%1.024%
2/13/2025Global Endowment Management LP51,263$607K0.1%+4.3%0.009%
2/13/2025Marshall Wace LLP660,756$7.83M0.0%-85.4%0.120%
2/13/2025Dodge & Cox43,153,245$511.37M0.3%+23.8%7.853%
2/13/2025Jump Financial LLC357,883$4.24M0.1%+306.7%0.065%
2/13/2025Guggenheim Capital LLC15,850$188K0.0%+40.0%0.003%
2/13/2025Causeway Capital Management LLC1,728,899$20.49M0.5%N/A0.315%
2/13/2025XTX Topco Ltd22,234$263K0.0%N/A0.004%
2/13/2025Mariner LLC15,927$189K0.0%N/A0.003%
2/13/2025Barclays PLC171,070$2.03M0.0%+161.3%0.031%
2/13/2025Grandeur Peak Global Advisors LLC152,979$1.81M0.2%-13.2%0.028%
2/13/2025Sterling Capital Management LLC22,404$265K0.0%+52.1%0.004%
2/13/2025Covestor Ltd6,936$82K0.1%-16.9%0.001%
2/13/2025Treasurer of the State of North Carolina226,955$2.69M0.0%+1.3%0.041%
2/13/2025Neuberger Berman Group LLC22,147$262K0.0%N/A0.004%
2/13/2025LSV Asset Management14,100$167K0.0%N/A0.003%
2/13/2025Raymond James Financial Inc.31,914$378K0.0%N/A0.006%
2/13/2025APG Asset Management N.V.59,300$679K0.0%+7.2%0.011%
2/13/2025Renaissance Technologies LLC217,000$2.57M0.0%N/A0.039%
2/13/2025Bank of Nova Scotia123,752$1.47M0.0%-26.4%0.023%
2/13/2025FIL Ltd1,690,584$20.03M0.0%-82.9%0.308%
2/13/2025Legal & General Group Plc2,658,067$31.50M0.0%-16.7%0.484%
2/13/2025Invesco Ltd.324,082$3.84M0.0%-11.1%0.059%
2/13/2025FMR LLC8,033,223$95.19M0.0%-24.1%1.462%
2/13/2025Federated Hermes Inc.10,066$119K0.0%N/A0.002%
2/13/2025Russell Investments Group Ltd.531,681$6.30M0.0%+26.4%0.097%
2/13/2025Envestnet Asset Management Inc.85,836$1.02M0.0%-64.1%0.016%
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2/13/2025Dynamic Technology Lab Private Ltd12,329$146K0.0%N/A0.002%
2/13/2025Aviva PLC252,800$3.00M0.0%+2.4%0.046%
2/13/2025Wells Fargo & Company MN10,680$127K0.0%-47.5%0.002%
2/13/2025Resona Asset Management Co. Ltd.87,765$1.04M0.0%N/A0.016%
2/13/2025Prudential PLC46,366$549K0.0%+158.9%0.008%
2/12/2025Trexquant Investment LP1,064,938$12.62M0.1%+88.0%0.194%
2/12/2025Geode Capital Management LLC4,493,463$53.08M0.0%+2.2%0.818%
2/12/2025National Bank of Canada FI1,737,250$20.59M0.0%+1,608,464.8%0.316%
2/12/2025Franklin Resources Inc.3,139,234$37.20M0.0%+2,577.4%0.571%
2/12/2025Alliancebernstein L.P.215,664$2.56M0.0%+49.8%0.039%
(Data available from 1/1/2016 forward)

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XP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XP shares?

During the previous two years, 307 institutional investors and hedge funds held shares of XP. The most heavily invested institutionals were General Atlantic L.P. ($694.83M), Dodge & Cox ($511.37M), Mawer Investment Management Ltd. ($434.66M), Capital World Investors ($346.84M), Harding Loevner LP ($339.44M), 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 269 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. ($19.31M), Dodge & Cox ($14.32M), Capital World Investors ($11.75M), Arrowstreet Capital Limited Partnership ($9.21M), Fisher Asset Management LLC ($6.61M), Norges Bank ($5.43M), and Bank of New York Mellon Corp ($4.89M).

How much institutional buying is happening at XP?

Institutional investors have bought a total of 175,353,513 shares in the last 24 months. This purchase volume represents approximately $3.04B in transactions.

Which XP major shareholders have been selling company stock?

Of the 129 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), Capital World Investors ($12.32M), Squadra Investments Gestao DE Recursos LTDA. ($11.36M), Truxt Investmentos Ltda. ($9.72M), FIL Ltd ($8.23M), Sustainable Growth Advisers LP ($5.81M), and Bank of New York Mellon Corp ($4.53M).

How much institutional selling is happening at XP?

Institutional investors have sold a total of 111,153,349 shares in the last 24 months. This volume of shares sold represents approximately $1.99B in transactions.



This page (NASDAQ:XP) was last updated on 4/4/2025 by MarketBeat.com Staff
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