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 $595 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
145
shares
|
$652
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
143
shares
|
$643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
143
shares
|
$643
0.0% of portfolio
|
Q2 2024
Reduced 66.51%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
140
shares
|
$630
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
138
shares
|
$621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
125
shares
|
$562
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
122
shares
|
$549
0.0% of portfolio
|
Q1 2025
Added 577.78%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
112
shares
|
$504
0.0% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
97
shares
|
$436
0.0% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
91
shares
|
$409
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
87
shares
|
$391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
74
shares
|
$333
0.0% of portfolio
|
Q3 2023
Added 51.02%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
64
shares
|
$288
0.02% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
62
shares
|
$279
0.0% of portfolio
|
Q4 2023
Reduced 89.58%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
61
shares
|
$274
0.0% of portfolio
|
Q3 2024
Reduced 55.15%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
60
shares
|
$270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
53
shares
|
$238
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
53
shares
|
$238
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
53
shares
|
$238
0.0% of portfolio
|
Q1 2025
Reduced 19.7%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
52
shares
|
$234
0.0% of portfolio
|
Q4 2024
Reduced 37.35%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
50
shares
|
$225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
49
shares
|
$220
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
44
shares
|
$198
0.0% of portfolio
|
Q4 2024
Reduced 50.56%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
40
shares
|
$180
0.0% of portfolio
|
Q1 2025
Reduced 96.97%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
39
shares
|
$175
0.0% of portfolio
|
Q4 2024
New holding
|