HolderBook

XP INC (XP)

Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.

308
Reporting holders
$5.7B
Reported value
4.3%
Held as options
-33
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

FilerValueShares Their book Held Change
BlackRock, Inc.$796.7M48,995,0530.01%8q+5.3%+$40.4M
Dodge & Cox$529.5M32,564,3120.28%19qHELD
ARGA Investment Management, LP$400.7M24,643,38210.22%4q+19.1%+$64.1M
GENERAL ATLANTIC, L.P.$334.4M20,566,13311.50%27qHELD
Capital World Investors$315.0M19,370,6690.04%17q+1.4%+$4.3M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$205.5M12,558,7500.07%5q+1.8%+$3.7M
STATE STREET CORP$157.7M9,695,7920.00%24q-0.7%-$1.1M
SPX Gestao de Recursos Ltda$156.5M9,626,2648.72%6q+710.9%+$137.2M
Ninety One UK Ltd$131.0M8,058,5890.29%14qHELD
FMR LLC$129.7M7,976,5080.01%27q-12.2%-$18.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$114.3M7,026,9480.05%7q-8.3%-$10.3M
MARSHALL WACE, LLP$106.2M6,528,7600.08%13q+101.5%+$53.5M
MORGAN STANLEY$105.5M6,489,8780.01%27q+8.5%+$8.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$103.6M1,224,0280.01%27q+6.6%+$6.4M
Capital Research Global Investors$81.9M5,038,0540.01%2q+0.7%+$599.5K
BANK OF AMERICA CORP /DE/$78.6M4,831,5270.01%26q-6.1%-$5.1M
GEODE CAPITAL MANAGEMENT, LLC$78.4M4,845,4630.00%27q+1.5%+$1.2M
FRANKLIN RESOURCES INC$72.7M4,470,3930.02%27q+48.3%+$23.7M
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$69.5M2,082,8028.35%9q-12.6%-$10.0M
Fisher Asset Management, LLC$66.8M4,105,7720.02%19q-6.7%-$4.8M
Seafarer Capital Partners, LLC$63.6M3,911,00014.65%19q+3.7%+$2.3M
NORGES BANK$60.5M3,722,1960.01%20q-24.0%-$19.1M
AMERICAN CENTURY COMPANIES INC$51.5M3,168,1080.02%24q+6.2%+$3.0M
OAKTREE CAPITAL MANAGEMENT LP$50.7M3,116,8090.70%4q-1.7%-$897.6K
VANGUARD PORTFOLIO MANAGEMENT LLC$49.6M3,050,9460.00%2q+39.2%+$14.0M
UBS Group AG$46.7M1,724,8030.01%27q+17.1%+$6.8M
Legal & General Group Plc$45.6M2,806,9110.01%25qHELD
NORTHERN TRUST CORP$45.4M2,793,2750.01%26q+5.5%+$2.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$44.3M2,723,3160.03%3q+39.9%+$12.6M
BAMCO INC /NY/$42.8M2,634,2680.06%27q-1.5%-$655.3K
Optiver Holding B.V.$38.7M985,2060.01%5q-37.4%-$23.2M
GOLDMAN SACHS GROUP INC$36.0M1,583,3480.00%25q+5.6%+$1.9M
BANK OF MONTREAL /CAN/$34.1M1,980,0450.01%3q+9.3%+$2.9M
CITADEL ADVISORS LLC$33.6M1,247,4310.00%27q+63.7%+$13.1M
FIL Ltd$33.5M719,5440.02%8q-36.1%-$18.9M
Russell Investments Group, Ltd.$30.9M1,901,4840.03%12q-3.0%-$951.9K
Assenagon Asset Management S.A.$30.8M1,894,8960.02%8q-1.8%-$578.0K
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$29.9M1,837,98520.21%3q-31.4%-$13.7M
Ninety One North America, Inc.$29.6M1,822,0451.39%4q-5.3%-$1.7M
NEW YORK STATE COMMON RETIREMENT FUND$28.7M1,767,7390.04%13q+16.4%+$4.0M
Man Group plc$28.0M1,724,2530.04%3q-38.5%-$17.6M
SEI INVESTMENTS CO$27.1M1,666,8600.02%24q+2.5%+$656.4K
FEDERATED HERMES, INC.$25.1M1,544,1500.04%7q-3.1%-$811.7K
Praetorian PR LLC$24.8M1,525,0007.90%7q+52.5%+$8.5M
Fourth Sail Capital LP$24.4M1,500,6603.70%newNEW
Nuveen, LLC$23.5M1,448,0980.01%6q+1.6%+$367.4K
DEUTSCHE BANK AG\$21.7M1,335,8200.01%27q-21.4%-$5.9M
Bridgewater Associates, LP$20.4M1,255,5510.08%newNEW
Bank of New York Mellon Corp$20.1M1,236,5490.00%17q+3.2%+$632.0K
Amundi$18.8M1,153,3490.00%21qHELD
CITIGROUP INC$18.7M1,061,7500.01%26q-5.6%-$1.1M
Itau Unibanco Holding S.A.$18.3M1,123,0280.35%newNEW
HSBC HOLDINGS PLC$17.1M1,052,4090.01%12q-1.0%-$167.7K
JPMORGAN CHASE & CO$16.4M1,004,3580.00%27q+126.2%+$9.1M
Sagil Capital LLP$16.3M1,000,0005.81%newNEW
JANE STREET GROUP, LLC$15.8M314,2850.00%25q-35.3%-$8.6M
Sumitomo Mitsui Trust Group, Inc.$14.6M895,4290.01%8q+2.7%+$388.1K
BNP PARIBAS FINANCIAL MARKETS$13.4M780,8730.00%7q-24.7%-$4.4M
VANGUARD ASSET MANAGEMENT, Ltd$12.9M790,9550.01%2qHELD
Swiss National Bank$12.6M772,7640.01%8qHELD
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$12.4M761,2190.04%8q+8.7%+$989.4K
California Public Employees Retirement System$12.3M754,6830.01%26q+1.4%+$170.1K
Robeco Institutional Asset Management B.V.$11.5M704,7790.01%12q-57.4%-$15.5M
Mitsubishi UFJ Asset Management Co., Ltd.$11.3M693,5160.01%8q+32.7%+$2.8M
AMERIPRISE FINANCIAL INC$11.1M685,4490.00%27q-41.1%-$7.8M
THORNBURG INVESTMENT MANAGEMENT INC$10.9M671,5490.10%3q+17.8%+$1.7M
JGP Global Gestao de Recursos Ltda.$10.7M657,21923.60%6q+153.2%+$6.5M
Public Sector Pension Investment Board$10.6M652,8000.01%8q+104.1%+$5.4M
Mitsubishi UFJ Trust & Banking Corp$10.0M614,5270.02%16q-15.4%-$1.8M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$10.0M613,3810.19%2q+110.4%+$5.2M
VOLORIDGE INVESTMENT MANAGEMENT, LLC$9.7M597,6720.04%15q-47.9%-$8.9M
LOS ANGELES CAPITAL MANAGEMENT LLC$9.6M591,8510.04%5q+133.2%+$5.5M
Invesco Ltd.$9.0M556,0310.00%22q-34.2%-$4.7M
Pictet Asset Management Holding SA$8.7M535,5920.01%8q+0.6%+$55.6K
VOYA INVESTMENT MANAGEMENT LLC$8.5M522,2600.01%13q+50.1%+$2.8M
GROUP ONE TRADING LLC$8.3M215,0460.01%4q-32.3%-$4.0M
Sustainable Growth Advisers, LP$8.0M489,7540.08%23q-29.7%-$3.4M
AQR CAPITAL MANAGEMENT LLC$7.6M474,0050.00%11q+1.7%+$127.6K
Endure Capital Management, LLC$7.5M461,9771.67%newNEW
Point72 Asset Management, L.P.$7.4M453,9870.01%3q-28.3%-$2.9M
Walleye Trading LLC$7.3M304,1240.01%26q-48.0%-$6.8M
IMC-Chicago, LLC$7.1M19,6210.00%12q+6.6%+$437.1K
ALLIANCEBERNSTEIN L.P.$6.7M353,1060.00%13q-51.8%-$7.2M
GAM Holding AG$6.4M394,2990.49%4q+17.5%+$956.7K
Crossmark Global Holdings, Inc.$6.3M389,1250.08%7q-40.1%-$4.2M
ROYAL LONDON ASSET MANAGEMENT LTD$6.3M385,6000.01%7q-0.8%-$48.8K
EARNEST PARTNERS LLC$6.1M377,1470.02%19q+1.4%+$86.5K
Allianz Asset Management GmbH$6.0M368,7750.01%newNEW
VANGUARD CAPITAL MANAGEMENT LLC$6.0M368,4090.00%2q+7.6%+$424.3K
LAZARD ASSET MANAGEMENT LLC$5.9M360,9250.01%8q+74.6%+$2.5M
STOREBRAND ASSET MANAGEMENT AS$5.8M354,9810.01%3q+21.4%+$1.0M
RHUMBLINE ADVISERS$5.8M354,8970.00%13q-4.4%-$268.2K
EXCHANGE TRADED CONCEPTS, LLC$5.7M348,8540.01%20q+77.1%+$2.5M
Connor, Clark & Lunn Investment Management Ltd.$5.7M348,6500.01%4q+312.7%+$4.3M
NORDEA INVESTMENT MANAGEMENT AB$5.5M340,6990.00%3q-3.1%-$176.7K
ASSETMARK, INC$5.3M322,9040.01%2q-1.4%-$73.7K
AVIVA PLC$4.9M300,6660.01%8q+2.6%+$121.8K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.7M286,2210.01%9q-3.2%-$152.2K
TWO SIGMA INVESTMENTS, LP$4.6M280,0820.00%5q-57.3%-$6.1M
Quantinno Capital Management LP$4.5M276,3620.01%7q+32.1%+$1.1M

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 →

FiledFormFiler % of class
2026-08-1313GARGA Investment Management, LPwith 1 co-filers5.9%
2026-07-3013G/ABlackRock, Inc.9.4%
2026-07-0713D/AXP Control LLCwith 1 co-filers18.7%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026308$5.7B337,300,454361091174.3%
Q1 2026341$6.5B324,827,69755142874.7%
Q4 2025324$6.0B347,076,939421151074.5%
Q3 2025314$6.8B348,204,50068103923.3%
Q2 2025293$7.0B338,941,83857109892.6%
Q1 2025281$4.7B334,846,58954114772.2%
Q4 2024273$4.1B345,549,88747103821.0%
Q3 2024272$6.3B345,731,2437190781.4%
Q2 2024247$5.4B301,559,4383389831.7%
Q1 2024276$8.5B310,594,4563998916.2%
Q4 2023271$7.6B278,774,3916182864.8%
Q3 2023226$6.5B269,523,4234083644.1%
Q2 2023209$6.9B272,602,6346352607.3%
Q1 2023172$3.6B290,856,4163365375.8%
Q4 2022160$3.7B236,799,1763942572.7%
Q3 2022190$5.1B263,199,9962965732.0%
Q2 2022194$4.8B262,430,9941994532.8%
Q1 2022238$8.3B276,459,7115593641.7%
Q4 2021229$7.5B255,078,1828981392.2%
Q3 2021173$7.5B185,135,6033265460.8%
Q2 2021169$8.0B182,388,8483752520.7%
Q1 2021150$6.9B181,965,6593657401.2%
Q4 2020149$7.2B176,901,3242964262.8%
Q3 2020128$5.9B140,351,5052648351.4%
Q2 2020117$6.0B140,176,2493736361.5%
Q1 2020101$2.7B137,974,1584228250.2%
Q4 2019116$5.1B132,203,769106000.0%