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 353 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 $622 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
717
shares
|
$3,800
0.0% of portfolio
|
Q1 2025
Reduced 28.66%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
713
shares
|
$3,778
0.0% of portfolio
|
Q1 2025
Added 1326.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
655
shares
|
$3,471
0.0% of portfolio
|
Q1 2025
Added 211.9%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
600
shares
|
$3,180
0.0% of portfolio
|
Q4 2024
Reduced 38.46%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
539
shares
|
$2,856
0.0% of portfolio
|
Q1 2025
Added 433.66%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$2,650
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
481
shares
|
$2,549
0.0% of portfolio
|
Q1 2025
Added 1102.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
477
shares
|
$2,528
0.0% of portfolio
|
Q1 2025
Reduced 46.4%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
445
shares
|
$2,358
0.0% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
419
shares
|
$2,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
406
shares
|
$2,151
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
403
shares
|
$2,135
0.0% of portfolio
|
Q4 2022
Reduced 49.81%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
402
shares
|
$2,130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
400
shares
|
$2,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
321
shares
|
$1,701
0.0% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$1,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
283
shares
|
$1,499
0.0% of portfolio
|
Q1 2025
Reduced 67.51%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
270
shares
|
$1,431
0.0% of portfolio
|
Q1 2025
Added 39.18%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
264
shares
|
$1,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
263
shares
|
$1,393
0.0% of portfolio
|
Q2 2025
Added 70.78%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
263
shares
|
$1,393
0.0% of portfolio
|
Q1 2025
Added 163.0%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
250
shares
|
$1,325
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
227
shares
|
$1,203
0.0% of portfolio
|
Q1 2025
Added 513.51%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
218
shares
|
$1,155
0.0% of portfolio
|
Q2 2025
Added 78.69%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
214
shares
|
$1,134
0.0% of portfolio
|
Q4 2024
Reduced 85.21%
|