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 |
|---|---|---|---|---|---|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
34
shares
|
$124
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
33
shares
|
$121
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
27
shares
|
$99
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
26
shares
|
$95
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
25
shares
|
$91
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
25
shares
|
$91
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
19
shares
|
$69
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
15
shares
|
$55
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
10
shares
|
$36
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
7
shares
|
$25
0.0% of portfolio
|
Q2 2025
Reduced 99.85%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2
shares
|
$7
0.0% of portfolio
|
Q2 2025
Reduced 99.92%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1
shares
|
$3
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|