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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
214
shares
|
$785
0.0% of portfolio
|
Q4 2024
Reduced 85.21%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
204
shares
|
$748
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
163
shares
|
$598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
143
shares
|
$524
0.0% of portfolio
|
Q2 2024
Reduced 66.51%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
140
shares
|
$513
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
137
shares
|
$502
0.0% of portfolio
|
Q2 2025
Reduced 39.65%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
135
shares
|
$495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
125
shares
|
$458
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
117
shares
|
$429
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
115
shares
|
$422
0.0% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
99
shares
|
$363
0.0% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
92
shares
|
$337
0.0% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
90
shares
|
$330
0.0% of portfolio
|
Q2 2025
Reduced 77.61%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
89
shares
|
$326
0.0% of portfolio
|
Q2 2025
Reduced 47.02%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
87
shares
|
$319
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
74
shares
|
$271
0.0% of portfolio
|
Q3 2023
Added 51.02%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
65
shares
|
$238
0.02% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
62
shares
|
$227
0.0% of portfolio
|
Q4 2023
Reduced 89.58%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
55
shares
|
$201
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
54
shares
|
$198
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
53
shares
|
$194
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
50
shares
|
$183
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
50
shares
|
$183
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
43
shares
|
$157
0.0% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
37
shares
|
$135
0.0% of portfolio
|
Q2 2025
Reduced 15.91%
|