Institutional Ownership Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX). We have compiled data on the 352 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,604
shares
|
$11,718
0.0% of portfolio
|
Q1 2025
Added 35.27%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
2,569
shares
|
$11,560
0.0% of portfolio
|
Q1 2025
Added 10176.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
2,476
shares
|
$11,142
0.0% of portfolio
|
Q1 2025
Added 138.08%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,475
shares
|
$11,137
0.0% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,133
shares
|
$9,598
0.0% of portfolio
|
Q1 2025
Added 91.99%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,007
shares
|
$9,031
0.0% of portfolio
|
Q1 2025
Reduced 80.14%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$9,000
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,000
shares
|
$9,000
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,704
shares
|
$7,668
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,688
shares
|
$7,596
0.0% of portfolio
|
Q2 2023
Added 7.93%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,653
shares
|
$7,438
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,511
shares
|
$6,799
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,500
shares
|
$6,750
0.0% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,341
shares
|
$6,034
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,163
shares
|
$5,233
0.0% of portfolio
|
Q1 2025
Added 16.88%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,112
shares
|
$5,004
0.0% of portfolio
|
Q4 2023
Reduced 22.51%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,101
shares
|
$4,954
0.0% of portfolio
|
Q1 2025
Reduced 57.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,092
shares
|
$4,914
0.0% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
1,082
shares
|
$4,869
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,033
shares
|
$4,648
0.0% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
717
shares
|
$3,226
0.0% of portfolio
|
Q1 2025
Reduced 28.66%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
713
shares
|
$3,208
0.0% of portfolio
|
Q1 2025
Added 1326.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
655
shares
|
$2,947
0.0% of portfolio
|
Q1 2025
Added 211.9%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
600
shares
|
$2,700
0.0% of portfolio
|
Q4 2024
Reduced 38.46%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
544
shares
|
$2,448
0.0% of portfolio
|
Q1 2025
Reduced 6.69%
|