XCHG LTD (XCH)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
8
Reporting holders
$6.0M
Reported value
0.0%
Held as options
+4
Holder change
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 |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $5.4M | 6,816,411 | 0.00% | 5q | +10037.9%+$5.3M |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. | $511.6K | 647,589 | 0.99% | 2q | HELD |
| MORGAN STANLEY | $38.8K | 49,052 | 0.00% | 2q | +11.4%+$3.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $23.9K | 30,238 | 0.00% | new | NEW |
| XTX Topco Ltd | $17.3K | 21,851 | 0.00% | new | NEW |
| SmartHarvest Portfolios, LLC | $11.5K | 14,502 | 0.00% | new | NEW |
| UBS Group AG | $6.1K | 7,673 | 0.00% | 7q | +195.2%+$4.0K |
| Integrated Wealth Concepts LLC | $119 | 151 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | Kenneth Griffinwith 6 co-filers | 9.7% |
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 | 8 | $6.0M | 7,587,467 | 4 | 3 | 0 | 0.0% |
| Q1 2026 | 4 | $849.3K | 761,477 | 2 | 2 | 0 | 0.0% |
| Q4 2025 | 3 | $50.2K | 43,650 | 0 | 1 | 1 | 0.0% |
| Q3 2025 | 6 | $154.7K | 119,895 | 0 | 3 | 1 | 0.0% |
| Q2 2025 | 7 | $212.8K | 159,264 | 2 | 1 | 2 | 0.0% |
| Q1 2025 | 6 | $231.2K | 191,111 | 3 | 1 | 0 | 0.0% |
| Q4 2024 | 3 | $207.0K | 101,981 | 3 | 0 | 0 | 0.0% |
| Q3 2024 | 1 | $30.6K | 3,000 | 1 | 0 | 0 | 0.0% |