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 $5.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
161
shares
|
$2,917
0.0% of portfolio
|
Q1 2025
Reduced 99.99%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
158
shares
|
$2,862
0.0% of portfolio
|
Q3 2024
Reduced 52.41%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
150
shares
|
$2,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
137
shares
|
$2,482
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
125
shares
|
$2,265
0.0% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
112
shares
|
$2,029
0.0% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
107
shares
|
$1,938
0.0% of portfolio
|
Q3 2024
Reduced 70.92%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
107
shares
|
$1,938
0.0% of portfolio
|
Q2 2023
Reduced 83.12%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
103
shares
|
$1,866
0.0% of portfolio
|
Q3 2023
Reduced 85.55%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
78
shares
|
$1,413
0.0% of portfolio
|
Q2 2025
Added 239.13%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
69
shares
|
$1,250
0.0% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
59
shares
|
$1,069
0.0% of portfolio
|
Q4 2024
Reduced 82.9%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
59
shares
|
$1,069
0.0% of portfolio
|
Q3 2024
Reduced 98.6%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
58
shares
|
$1,050
0.0% of portfolio
|
Q1 2025
Reduced 22.67%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
53
shares
|
$960
0.0% of portfolio
|
Q2 2025
Added 43.24%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
50
shares
|
$906
0.0% of portfolio
|
Q1 2025
Reduced 39.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
47
shares
|
$851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
36
shares
|
$652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
33
shares
|
$597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
30
shares
|
$543
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
25
shares
|
$453
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
20
shares
|
$362
0.0% of portfolio
|
Q1 2025
Reduced 45.95%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
17
shares
|
$308
0.0% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6
shares
|
$108
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
3
shares
|
$54
0.0% of portfolio
|
Q4 2022
New holding
|