# XP INC (XP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XP/

- Reporting holders: 7
- Reported value: $1.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $705.4K | 33,599 | 0.2% | 19 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $274.6K | 13,081 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $129.3K | 6,160 | 0.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $39.2K | 1,869 | 0.0% | 13 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $29.0K | 1,380 | 0.0% | 16 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $21.6K | 1,028 | 0.0% | 13 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $567 | 27 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $1.2M |
| Q2 2026 | 325 | $6.0B |
| Q1 2026 | 359 | $6.6B |
| Q4 2025 | 346 | $6.0B |
| Q3 2025 | 334 | $6.8B |
| Q2 2025 | 315 | $7.1B |
| Q1 2025 | 302 | $4.8B |
| Q4 2024 | 295 | $4.2B |
| Q3 2024 | 293 | $6.3B |
| Q2 2024 | 266 | $5.6B |
| Q1 2024 | 308 | $8.9B |
| Q4 2023 | 306 | $8.1B |