Institutional Ownership Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP). We have compiled data on the 325 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $5.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,636
shares
|
$44,706
0.01% of portfolio
|
Q2 2025
Added 62.82%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,844
shares
|
$31,274
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,689
shares
|
$28,645
0.0% of portfolio
|
Q1 2025
Reduced 21.48%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,661
shares
|
$28,170
0.0% of portfolio
|
Q2 2025
Reduced 51.49%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
1,431
shares
|
$24,269
0.0% of portfolio
|
Q1 2025
Reduced 25.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
988
shares
|
$16,756
0.0% of portfolio
|
Q1 2025
Reduced 20.26%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
966
shares
|
$16,383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
880
shares
|
$14,924
0.0% of portfolio
|
Q2 2025
Reduced 28.28%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
825
shares
|
$13,992
0.0% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
701
shares
|
$11,888
0.0% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
612
shares
|
$10,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
593
shares
|
$10,057
0.0% of portfolio
|
Q1 2025
Reduced 40.88%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
429
shares
|
$7,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
392
shares
|
$6,648
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
355
shares
|
$6,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
330
shares
|
$5,596
0.0% of portfolio
|
Q2 2024
Added 1.54%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
317
shares
|
$5,376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
272
shares
|
$4,613
0.0% of portfolio
|
Q1 2025
Reduced 49.25%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
252
shares
|
$4,273
0.0% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
215
shares
|
$3,646
0.0% of portfolio
|
Q3 2020
Reduced 95.81%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
212
shares
|
$3,595
0.0% of portfolio
|
Q1 2025
Added 89.29%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
May 15, 2025 Q1 2025 |
205
shares
|
$3,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
204
shares
|
$3,459
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
170
shares
|
$2,883
0.0% of portfolio
|
Q1 2025
Added 29.77%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
161
shares
|
$2,730
0.0% of portfolio
|
Q4 2024
Added 45.05%
|