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XP (XP) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for XP (NASDAQ:XP)

Current
Institutional Ownership
Percentage
59.15%
Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$1.19B
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XP Institutional Buying and Selling by Quarter

XP Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024Seven Eight Capital LP97,724$2.51M0.3%-69.3%0.018%
5/13/2024O Shaughnessy Asset Management LLC9,888$254K0.0%+16.2%0.002%
5/11/2024 Covestor Ltd2,800$72K0.0%+213.9%0.001%
5/10/2024 Acadian Asset Management LLC156,398$4.01M0.0%-46.3%0.028%
5/10/2024 Vanguard Group Inc.5,051,477$129.62M0.0%+482.0%0.919%
5/10/2024 Banco BTG Pactual S.A.781,976$20.07M3.4%-15.8%0.142%
5/8/2024 Entropy Technologies LP80,866$2.08M0.2%-1.0%0.015%
5/8/2024 Constellation Investimentos e Participacoes Ltda2,126,159$54.56M22.5%-35.0%0.387%
5/8/2024 US Bancorp DE74,055$1.90M0.0%-5.9%0.013%
5/8/2024 Russell Investments Group Ltd.383,683$9.84M0.0%-23.5%0.070%
5/8/2024 Sustainable Growth Advisers LP1,119,809$28.73M0.1%+59.4%0.204%
5/8/2024 Inspire Investing LLC34,750$892K0.1%N/A0.006%
5/7/2024 Sei Investments Co.990,563$25.42M0.0%-1.9%0.180%
5/7/2024 Capital Wealth Planning LLC39,629$1.02M0.0%+25.7%0.007%
5/7/2024 Oppenheimer Asset Management Inc.77,206$1.98M0.0%-1.4%0.014%
5/7/2024 SG Americas Securities LLC112,861$2.90M0.0%N/A0.021%
5/6/2024 Quantbot Technologies LP76,795$1.97M0.1%-28.1%0.014%
5/6/2024 Envestnet Portfolio Solutions Inc.7,813$200K0.0%N/A0.001%
5/6/2024 Mawer Investment Management Ltd.18,720,083$480.36M2.2%+3.1%3.407%
5/2/2024 Jennison Associates LLC3,113,154$79.88M0.1%+110.6%0.555%
5/2/2024 Nordea Investment Management AB1,373,664$35.64M0.0%-22.2%0.245%
5/2/2024 Mckinley Capital Management LLC32,191$826K0.1%+1.8%0.006%
5/1/2024 INCA Investments LLC236,988$6.08M2.6%+24.4%0.042%
5/1/2024 Janney Montgomery Scott LLC493,953$12.68M0.0%+7.9%0.088%
4/30/2024 Private Advisor Group LLC19,737$506K0.0%+2.7%0.004%
4/30/2024 Caprock Group LLC9,618$247K0.0%+11.7%0.002%
4/29/2024 Principal Financial Group Inc.27,857$715K0.0%+26.5%0.005%
4/29/2024 Meritage Portfolio Management132,977$3.41M0.2%N/A0.024%
4/29/2024 Verde Servicos Internacionais S.A.1,137,423$29.19M10.9%-7.7%0.203%
4/29/2024 Marks Group Wealth Management Inc10,490$269K0.0%-5.3%0.002%
4/25/2024 Bank of New York Mellon Corp5,074,329$130.21M0.0%-2.7%0.905%
4/23/2024 Fifth Third Bancorp47,356$1.22M0.0%-1.3%0.008%
4/22/2024 Outlook Wealth Advisors LLC13,831$355K0.1%+20.9%0.002%
4/19/2024 Marshall Financial Group LLC36,648$940K0.3%+9.5%0.007%
4/19/2024 Legacy Wealth Asset Management LLC26,099$670K0.2%-7.9%0.005%
4/18/2024 Allspring Global Investments Holdings LLC68,692$1.76M0.0%N/A0.012%
4/16/2024 Toth Financial Advisory Corp26,947$691K0.1%N/A0.005%
4/16/2024 OneAscent Wealth Management LLC10,642$273K0.1%-6.1%0.002%
4/15/2024 Atlas Capital Advisors LLC1,609$41K0.0%-77.1%0.000%
4/10/2024 Park Avenue Securities LLC21,852$561K0.0%+8.3%0.004%
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4/10/2024 Perpetual Ltd254,813$6.54M0.1%+17.6%0.045%
3/22/2024 PNC Financial Services Group Inc.6,603$172K0.0%-14.9%0.001%
3/5/2024 Fisher Asset Management LLC2,844,255$74.15M0.0%+585.2%0.507%
3/5/2024Wellington Management Group LLP1,270,908$33.13M0.0%-1.2%0.227%
2/16/2024Price T Rowe Associates Inc. MD4,929,877$128.52M0.0%+6.3%0.880%
2/15/2024Old Well Partners LLC79,400$2.07M1.9%-34.8%0.014%
2/15/2024Harding Loevner LP13,115,121$339.44M1.9%+5.9%2.340%
2/15/2024Compass Group LLC1,239,325$32.31M12.8%+107.2%0.221%
2/14/2024Squadra Investments Gestao DE Recursos LTDA.9,018,875$235.12M48.6%+30.1%1.609%
2/14/2024Alta Park Capital LP184,628$4.81M0.5%-84.6%0.033%
2/14/2024Neuberger Berman Group LLC44,684$1.17M0.0%+12.1%0.008%
2/14/2024Absoluto Partners Gestao de Recursos Ltda1,065,137$27.77M11.9%-26.2%0.190%
2/14/2024Seven Eight Capital LP318,542$8.30M1.0%N/A0.057%
2/14/2024 CenterBook Partners LP30,413$793K0.1%N/A0.005%
2/13/20241832 Asset Management L.P.5,950$155K0.0%-7.8%0.001%
2/13/2024Crossmark Global Holdings Inc.320,250$8.35M0.2%-2.6%0.057%
2/13/2024Capital World Investors15,480,556$403.59M0.1%-10.4%2.762%
2/13/2024Sharp Capital Gestora de Recursos Ltda.1,950,447$50.85M26.1%-44.1%0.348%
2/13/2024The Manufacturers Life Insurance Company 1,278,765$33.34M0.0%-26.6%0.228%
2/13/2024Sands Capital Management LLC10,783,113$281.12M0.9%-2.1%1.924%
2/12/2024BTG Pactual Global Asset Management Ltd399,296$10.41M4.0%+77.6%0.071%
2/12/2024SPX Gestao de Recursos Ltda5,287$138K0.0%N/A0.001%
2/12/2024 Banco BTG Pactual S.A.928,203$24.46M3.1%+104.7%0.166%
2/12/2024Bank of Nova Scotia440,652$11.49M0.0%N/A0.079%
2/12/2024Axiom Investors LLC DE594,920$15.51M0.2%N/A0.106%
2/12/2024Treasurer of the State of North Carolina287,923$7.51M0.0%+11.8%0.051%
2/12/2024JARISLOWSKY FRASER Ltd282,418$7.36M0.0%+3.4%0.050%
2/12/2024Hsbc Holdings PLC103,039$2.70M0.0%+511.3%0.018%
2/9/2024Neuberger Berman Group LLC44,684$1.17M0.0%+12.1%0.008%
2/9/2024 Team Hewins LLC8,076$211K0.0%N/A0.001%
2/9/2024AXS Investments LLC30,000$782K0.2%N/A0.005%
2/9/2024 US Bancorp DE78,713$2.05M0.0%-3.8%0.014%
2/9/2024Franklin Resources Inc.421,106$10.95M0.0%+116.1%0.075%
2/9/2024Trexquant Investment LP130,753$3.41M0.1%-52.2%0.023%
2/9/2024 Mckinley Capital Management LLC31,625$824K0.1%N/A0.006%
2/9/2024Sagil Capital LLP552,000$14.39M8.3%N/A0.098%
2/9/2024Dynamic Technology Lab Private Ltd16,608$433K0.0%N/A0.003%
2/9/2024Norges Bank437,139$11.40M0.0%N/A0.078%
2/8/2024 Robeco Institutional Asset Management B.V.132,900$3.47M0.0%+423.5%0.024%
2/8/2024 Financial Advocates Investment Management10,248$267K0.0%-22.4%0.002%
2/8/2024 Panagora Asset Management Inc.11,680$304K0.0%N/A0.002%
2/8/2024Quadrant Capital Group LLC5,072$132K0.0%-33.8%0.001%
2/8/2024 Capital Wealth Planning LLC31,537$822K0.0%N/A0.006%
2/8/2024 Janney Montgomery Scott LLC457,642$11.93M0.0%-31.7%0.082%
2/7/2024 Principal Financial Group Inc.22,020$574K0.0%-32.7%0.004%
2/7/2024Jump Financial LLC59,286$1.55M0.1%+326.6%0.011%
2/7/2024 Qsemble Capital Management LP20,731$540K0.1%+9.7%0.004%
2/7/2024 Mawer Investment Management Ltd.18,160,036$473.43M2.4%-0.4%3.240%
2/7/2024 Principal Securities Inc.2,393$62K0.0%N/A0.000%
2/6/2024 Charles Schwab Investment Management Inc.438,549$11.43M0.0%+20.0%0.078%
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2/6/2024 Amalgamated Bank72,049$1.88M0.0%+31.3%0.013%
2/6/2024 Natixis Advisors L.P.43,783$1.14M0.0%-3.5%0.008%
2/6/2024 Fisher Asset Management LLC2,843,262$74.12M0.0%+585.0%0.507%
2/6/2024 First Trust Direct Indexing L.P.7,901$206K0.0%-34.5%0.001%
2/5/2024 Kestra Private Wealth Services LLC12,637$329K0.0%-37.2%0.002%
2/5/2024 INCA Investments LLC190,545$4.97M2.2%-14.1%0.034%
2/5/2024 Russell Investments Group Ltd.501,225$13.07M0.0%+61.3%0.089%
2/2/2024 Truxt Investmentos Ltda.2,129,817$55.52M20.1%-56.3%0.380%
2/2/2024 Headlands Technologies LLC5,386$140K0.0%N/A0.001%
2/2/2024Truist Financial Corp79,030$2.06M0.0%-27.5%0.014%
(Data available from 1/1/2016 forward)

XP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XP shares?

During the previous two years, 236 institutional investors and hedge funds held shares of XP. The most heavily invested institutionals were General Atlantic L.P. ($694.83M), FMR LLC ($496.34M), Mawer Investment Management Ltd. ($480.36M), Dodge & Cox ($424.94M), Capital World Investors ($403.59M), Harding Loevner LP ($339.44M), and Viking Global Investors LP ($284.24M).Learn more on XP's institutional investors.

What percentage of XP stock is owned by institutional investors?

59.15% of XP stock is owned by institutional investors. Learn more on XP's institutional investor holdings.

Which institutional investors have been buying XP stock?

Of the 210 institutional investors that purchased XP stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mawer Investment Management Ltd. ($19.48M), Dodge & Cox ($18.58M), Viking Global Investors LP ($9.44M), Bank of New York Mellon Corp ($4.89M), Fisher Asset Management LLC ($4.86M), Truxt Investmentos Ltda. ($4.67M), and General Atlantic L.P. ($4.30M).

How much institutional buying is happening at XP?

Institutional investors have bought a total of 147,074,840 shares in the last 24 months. This purchase volume represents approximately $2.90B in transactions.

Which XP major shareholders have been selling company stock?

Of the 105 institutional investors that sold XP stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($10.98M), Truxt Investmentos Ltda. ($10.08M), Squadra Investments Gestao DE Recursos LTDA. ($7.36M), FMR LLC ($6.73M), Price T Rowe Associates Inc. MD ($6.05M), Sustainable Growth Advisers LP ($5.81M), and Absoluto Partners Gestao de Recursos Ltda ($5.18M).

How much institutional selling is happening at XP?

Institutional investors have sold a total of 87,032,289 shares in the last 24 months. This volume of shares sold represents approximately $1.89B in transactions.


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This page (NASDAQ:XP) was last updated on 5/14/2024 by MarketBeat.com Staff

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