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 331 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $905 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,810
shares
|
$15,258
0.0% of portfolio
|
Q1 2021
Added 4.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,704
shares
|
$14,364
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,688
shares
|
$14,229
0.0% of portfolio
|
Q2 2023
Added 7.93%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,507
shares
|
$12,704
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,447
shares
|
$12,198
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,435
shares
|
$12,097
0.0% of portfolio
|
Q3 2024
Added 59.27%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,341
shares
|
$11,304
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Nov 14, 2024 Q3 2024 |
1,312
shares
|
$11,060
0.06% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,292
shares
|
$10,891
0.0% of portfolio
|
Q3 2024
Added 89.44%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,155
shares
|
$9,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,123
shares
|
$9,466
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,112
shares
|
$9,374
0.01% of portfolio
|
Q4 2023
Reduced 22.51%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,072
shares
|
$9,036
0.0% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,066
shares
|
$8,986
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,004
shares
|
$8,463
0.0% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$8,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
975
shares
|
$8,219
0.0% of portfolio
|
Q2 2024
Added 62.5%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
914
shares
|
$7,705
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
890
shares
|
$7,502
0.0% of portfolio
|
Q1 2022
Added 39.06%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
842
shares
|
$7,098
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
789
shares
|
$6,651
0.0% of portfolio
|
Q3 2024
Reduced 22.11%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
766
shares
|
$6,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
736
shares
|
$6,204
0.0% of portfolio
|
Q3 2023
Reduced 30.83%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
689
shares
|
$5,808
0.0% of portfolio
|
Q3 2024
Added 122.98%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
660
shares
|
$5,563
0.0% of portfolio
|
Q3 2024
Added 445.45%
|