Institutional Ownership Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP). We have compiled data on the 369 institutions that hold shares in the stock, with a total of 312 Million shares, which have been reported (via 13F filing form) to have a value of $5.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
179
shares
|
$3,340
0.0% of portfolio
|
Q3 2025
Added 27.86%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
158
shares
|
$2,948
0.0% of portfolio
|
Q3 2024
Reduced 52.41%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
157
shares
|
$2,929
0.0% of portfolio
|
Q3 2025
Added 46.73%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
137
shares
|
$2,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
137
shares
|
$2,556
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
134
shares
|
$2,500
0.0% of portfolio
|
Q3 2025
Reduced 77.4%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
133
shares
|
$2,481
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
116
shares
|
$2,164
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
113
shares
|
$2,108
0.0% of portfolio
|
Q2 2025
Reduced 46.7%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
107
shares
|
$1,996
0.0% of portfolio
|
Q2 2023
Reduced 83.12%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
104
shares
|
$1,940
0.0% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
103
shares
|
$1,921
0.0% of portfolio
|
Q3 2023
Reduced 85.55%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
91
shares
|
$1,698
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
74
shares
|
$1,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
73
shares
|
$1,362
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
69
shares
|
$1,287
0.0% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
61
shares
|
$1,138
0.0% of portfolio
|
Q3 2025
Added 510.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
53
shares
|
$988
0.0% of portfolio
|
Q2 2025
Added 43.24%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
48
shares
|
$895
0.0% of portfolio
|
Q4 2025
Reduced 76.47%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
37
shares
|
$690
0.0% of portfolio
|
Q3 2025
Added 94.74%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
35
shares
|
$653
0.0% of portfolio
|
Q2 2025
Reduced 40.68%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
33
shares
|
$615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
30
shares
|
$559
0.0% of portfolio
|
Q3 2025
Added 76.47%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
30
shares
|
$559
0.0% of portfolio
|
Q3 2025
Reduced 90.63%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
23
shares
|
$429
0.0% of portfolio
|
Q3 2025
Reduced 70.51%
|
|