Institutional Ownership Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP). We have compiled data on the 329 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $4.91 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
161
shares
|
$2,881
0.0% of portfolio
|
Q1 2025
Reduced 99.99%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
158
shares
|
$2,828
0.0% of portfolio
|
Q3 2024
Reduced 52.41%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
137
shares
|
$2,452
0.0% of portfolio
|
Q3 2022
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
125
shares
|
$2,237
0.0% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
123
shares
|
$2,201
0.0% of portfolio
|
Q4 2024
New holding
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
112
shares
|
$2,004
0.0% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
112
shares
|
$2,004
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
107
shares
|
$1,915
0.0% of portfolio
|
Q2 2023
Reduced 83.12%
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
107
shares
|
$1,915
0.0% of portfolio
|
Q3 2024
Reduced 70.92%
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
103
shares
|
$1,843
0.0% of portfolio
|
Q3 2023
Reduced 85.55%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
69
shares
|
$1,235
0.0% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
59
shares
|
$1,056
0.0% of portfolio
|
Q4 2024
Reduced 82.9%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
59
shares
|
$1,056
0.0% of portfolio
|
Q3 2024
Reduced 98.6%
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
58
shares
|
$1,038
0.0% of portfolio
|
Q1 2025
Reduced 22.67%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
50
shares
|
$894
0.0% of portfolio
|
Q1 2025
Reduced 39.76%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
47
shares
|
$841
0.0% of portfolio
|
Q1 2025
New holding
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
38
shares
|
$680
0.0% of portfolio
|
Q3 2024
Reduced 20.83%
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
37
shares
|
$662
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
33
shares
|
$590
0.0% of portfolio
|
Q4 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
25
shares
|
$447
0.0% of portfolio
|
Q1 2025
New holding
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
23
shares
|
$411
0.0% of portfolio
|
Q1 2025
Reduced 41.03%
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
20
shares
|
$358
0.0% of portfolio
|
Q1 2025
Reduced 45.95%
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
11
shares
|
$196
0.0% of portfolio
|
Q4 2024
New holding
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
10
shares
|
$179
0.0% of portfolio
|
Q1 2025
New holding
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
10
shares
|
$179
0.0% of portfolio
|
Q1 2025
New holding
|