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 329 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,387
shares
|
$3,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,341
shares
|
$3,687
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
1,112
shares
|
$3,058
0.0% of portfolio
|
Q4 2023
Reduced 22.51%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,107
shares
|
$3,044
0.0% of portfolio
|
Q3 2025
Added 31.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,092
shares
|
$3,003
0.0% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
1,069
shares
|
$2,939
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,050
shares
|
$2,887
0.0% of portfolio
|
Q3 2025
Reduced 62.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
879
shares
|
$2,417
0.0% of portfolio
|
Q3 2025
Reduced 75.39%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
767
shares
|
$2,109
0.0% of portfolio
|
Q3 2025
Reduced 23.38%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
655
shares
|
$1,801
0.0% of portfolio
|
Q1 2025
Added 211.9%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
586
shares
|
$1,611
0.0% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
565
shares
|
$1,553
0.0% of portfolio
|
Q3 2025
Reduced 21.2%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
553
shares
|
$1,520
0.0% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
527
shares
|
$1,449
0.0% of portfolio
|
Q3 2025
Reduced 75.6%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$1,375
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
466
shares
|
$1,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
460
shares
|
$1,265
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
457
shares
|
$1,256
0.0% of portfolio
|
Q3 2025
Reduced 87.3%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
412
shares
|
$1,133
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
400
shares
|
$1,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
396
shares
|
$1,089
0.0% of portfolio
|
Q3 2025
Reduced 85.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
385
shares
|
$1,058
0.0% of portfolio
|
Q3 2025
Reduced 20.12%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
352
shares
|
$968
0.0% of portfolio
|
Q3 2025
Reduced 46.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
302
shares
|
$830
0.0% of portfolio
|
Q3 2025
Added 4214.29%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
300
shares
|
$825
0.0% of portfolio
|
Q4 2024
New holding
|
|