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 346 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $449 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
717
shares
|
$2,631
0.0% of portfolio
|
Q2 2025
Added 50.31%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
716
shares
|
$2,627
0.0% of portfolio
|
Q2 2025
Added 165.19%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
664
shares
|
$2,436
0.0% of portfolio
|
Q2 2025
Reduced 59.83%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
657
shares
|
$2,411
0.0% of portfolio
|
Q2 2025
Reduced 73.45%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
656
shares
|
$2,407
0.0% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
655
shares
|
$2,403
0.0% of portfolio
|
Q1 2025
Added 211.9%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
551
shares
|
$2,022
0.0% of portfolio
|
Q2 2025
Reduced 91.53%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
522
shares
|
$1,915
0.0% of portfolio
|
Q2 2025
Added 278.26%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
509
shares
|
$1,868
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$1,835
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
491
shares
|
$1,801
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
489
shares
|
$1,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
482
shares
|
$1,768
0.0% of portfolio
|
Q2 2025
Added 50.16%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
472
shares
|
$1,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
457
shares
|
$1,677
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
400
shares
|
$1,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
396
shares
|
$1,453
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
395
shares
|
$1,449
0.0% of portfolio
|
Q2 2025
Reduced 26.72%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
306
shares
|
$1,123
0.0% of portfolio
|
Q2 2025
Reduced 98.79%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$1,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
274
shares
|
$1,005
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
263
shares
|
$965
0.0% of portfolio
|
Q2 2025
Added 70.78%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
260
shares
|
$954
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
250
shares
|
$917
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
218
shares
|
$800
0.0% of portfolio
|
Q2 2025
Added 78.69%
|