XBP GLOBAL HOLDINGS INC (XBP)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
27
Reporting holders
$15.5M
Reported value
56.1%
Of shares outstanding
0.0%
Held as options
-2
Holder change
Institutions report 6,670,649 shares against 11,881,339 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gates Capital Management, Inc. | $7.4M | 3,193,149 | 0.18% | 3q | HELD |
| CANTOR FITZGERALD, L. P. | $3.8M | 1,636,238 | 0.02% | 3q | +113.4%+$2.0M |
| HoldCo Asset Management, LP | $1.8M | 787,141 | 0.12% | 3q | HELD |
| BlackRock, Inc. | $409.9K | 176,686 | 0.00% | 3q | +1.6%+$6.6K |
| Allianz Asset Management GmbH | $391.5K | 168,751 | 0.00% | 3q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $295.5K | 127,383 | 0.00% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $291.6K | 125,680 | 0.00% | 3q | -20.4%-$74.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $287.8K | 123,937 | 0.00% | 3q | -3.0%-$9.0K |
| BRC Group Holdings, Inc. | $170.9K | 73,657 | 0.04% | 2q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $135.0K | 58,198 | 0.00% | 2q | +0.8%+$1.1K |
| Jefferies Financial Group Inc. | $126.7K | 54,609 | 0.00% | 3q | HELD |
| Shay Capital LLC | $58.0K | 25,000 | 0.00% | 3q | HELD |
| NORTHERN TRUST CORP | $54.4K | 23,460 | 0.00% | 3q | -6.6%-$3.8K |
| STATE STREET CORP | $52.7K | 22,710 | 0.00% | 3q | HELD |
| Brookfield Corp /ON/ | $45.7K | 19,681 | 0.00% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $41.5K | 17,870 | 0.00% | 3q | +3.1%+$1.3K |
| National Philanthropic Trust | $35.9K | 15,491 | 0.00% | 3q | -47.7%-$32.7K |
| Crewe Advisors LLC | $20.9K | 9,000 | 0.00% | 2q | +38.5%+$5.8K |
| Vanguard Global Advisers, LLC | $9.1K | 3,940 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $8.7K | 3,756 | 0.00% | 2q | +7891.5%+$8.6K |
| JPMORGAN CHASE & CO | $7.5K | 2,986 | 0.00% | 3q | HELD |
| UBS Group AG | $2.7K | 1,143 | 0.00% | 3q | +3982.1%+$2.6K |
| BARCLAYS PLC | $232 | 100 | 0.00% | 3q | +29.9% |
| MORGAN STANLEY | $76 | 33 | 0.00% | 3q | -94.8%-$1.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $74 | 32 | 0.00% | 3q | HELD |
| Mountain Hill Investment Partners Corp. | $39 | 17 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $2 | 1 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 27 | $15.5M | 6,670,649 | 0 | 8 | 5 | 0.0% |
| Q1 2026 | 29 | $26.1M | 5,921,125 | 3 | 6 | 7 | 0.0% |
| Q4 2025 | 27 | $41.3M | 6,062,003 | 26 | 0 | 1 | 0.0% |
| Q3 2025 | 33 | $60.5M | 75,025,586 | 21 | 10 | 1 | 0.0% |
| Q2 2025 | 13 | $6.2M | 6,707,821 | 1 | 5 | 2 | 0.0% |
| Q1 2025 | 13 | $9.3M | 6,831,288 | 2 | 3 | 3 | 0.0% |
| Q4 2024 | 11 | $7.4M | 6,795,376 | 1 | 2 | 1 | 0.0% |
| Q3 2024 | 10 | $6.8M | 6,320,832 | 2 | 2 | 1 | 0.0% |
| Q2 2024 | 9 | $11.0M | 6,268,246 | 5 | 2 | 1 | 0.0% |
| Q1 2024 | 8 | $12.8M | 6,216,254 | 5 | 2 | 1 | 0.0% |
| Q4 2023 | 4 | $35.1M | 6,630,135 | 4 | 0 | 0 | 0.0% |