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XP — XP INC

Reported value held$3.87B
Funds holding (latest)57
SectorFinancials
Funds holding (Q2 2026)44
Institutional value$3.13B · 192.87M sh
New / Add / Cut / Exit3 / 23 / 15 / 2
Top-5 / Top-10 concentration63.1% / 78.6%
Institutional holdings change Accumulating +4.0% (+7.34M sh)
Institutional value change Down -8.5%

As of Q2 2026, 44 SEC-registered investment managers reported holding XP (XP INC) in their latest 13F filings, with a combined reported value of $3.13B across 192.87M shares. That is +4.0% by share count (+7.34M shares) versus the previous quarter, while reported value moved -8.5%. Ownership is concentrated: the five largest holders account for 63.1% of reported value and the top ten for 78.6%.

Compared with the prior quarter, 3 opened new positions, 23 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

XP is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 49.00M $796.66M 0.01% Add
Dodge & Cox history Q2 2026 32.56M $529.50M 0.28% Hold
Capital World Investors history Q2 2026 19.37M $314.97M 0.04% Add
Viking Global Investors history Q1 2022 9.44M $284.24M 1.23% New
MFS Investment Management history Q2 2026 12.56M $205.51M 0.07% Add
Fidelity Management & Research (FMR) history Q2 2026 7.98M $129.70M 0.01% Reduce
Arrowstreet Capital history Q2 2026 7.03M $114.26M 0.05% Reduce
Marshall Wace history Q2 2026 6.53M $106.19M 0.08% Add
Morgan Stanley history Q2 2026 6.49M $105.53M 0.01% Add
Tiger Global Management history Q1 2023 7.30M $86.60M 0.79% New
Wellington Management Group history Q1 2025 5.99M $82.42M 0.02% Add
Capital Research Global Investors history Q2 2026 5.04M $81.92M 0.01% Add
Bank of America Corp history Q2 2026 4.83M $78.56M 0.01% Reduce
Geode Capital Management history Q2 2026 4.85M $78.43M 0.00% Add
CPP Investments history Q3 2025 3.91M $73.43M 0.05% Hold
Franklin Resources history Q2 2026 4.47M $72.69M 0.02% Add
Vanguard Group history Q4 2025 3.78M $61.96M 0.00% Add
Norges Bank Investment Management history Q2 2026 3.72M $60.52M 0.01% Reduce
Causeway Capital Management history Q3 2025 2.54M $47.69M 0.63% Add
Alkeon Capital Management history Q3 2024 2.61M $46.87M 0.08% Hold

View all 57 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 43.47M 45.18M 41.07M 46.84M 44.87M 46.73M 46.51M 49.00M
Dodge & Cox — 9.18M 16.34M 28.89M 29.87M 29.77M 35.80M 34.41M 30.28M 30.23M 29.69M 34.35M 34.86M 43.15M 42.54M 34.31M 34.48M 33.96M 32.73M 32.56M
Capital World Investors — — — 12.89M 14.45M 33.50M 28.44M 19.25M 17.27M 15.48M 27.23M 28.75M 30.61M 29.27M 39.69M 41.61M 39.91M 37.50M 19.10M 19.37M
MFS Investment Management — — — — — — — — — — — — — — — 8.67M 10.96M 12.26M 12.33M 12.56M
Fidelity Management & Research (FMR) 1.64M 16.69M 13.38M 14.14M 17.11M 17.37M 18.46M 28.26M 21.53M 23.72M 23.49M 16.46M 10.59M 8.03M 3.20M 3.71M 7.20M 7.36M 9.09M 7.98M
Arrowstreet Capital — — — — — 277.62K — — 405.58K 3.65M 5.37M 5.38M — 9.21M 7.97M 10.86M 10.64M 11.80M 7.66M 7.03M
Marshall Wace 781.18K 625.92K 267.97K — — — — 305.02K 1.53M 2.62M 3.34M 3.78M 4.51M 660.76K 832.43K 1.31M 685.63K 592.97K 3.24M 6.53M
Morgan Stanley 700.32K 1.51M 992.75K 2.90M 2.48M 3.43M 2.94M 2.45M 1.88M 2.45M 4.24M 3.02M 4.33M 6.00M 4.42M 8.92M 8.41M 9.52M 5.98M 6.49M
Capital Research Global Investors 16.84M 16.11M 14.85M 4.99M 292.00K 292.00K — — — — — — — — — — — — 5.00M 5.04M
Bank of America Corp 177.79K 165.68K 828.85K 54.80K 166.09K 39.40K 1.00M 5.21M 1.94M 1.52M 1.41M 1.99M 5.15M 2.18M 2.61M 4.50M 4.07M 3.86M 5.15M 4.83M
Geode Capital Management 299.70K 297.68K 305.59K 338.96K 353.53K 396.45K 397.41K 1.86M 1.89M 1.86M 1.93M 2.40M 4.40M 4.49M 4.57M 4.58M 4.66M 4.87M 4.77M 4.85M
Franklin Resources 277.61K 1.03M 1.03M 1.03M 1.04M 739.48K 735.71K 408.02K 194.89K 421.11K 68.36K 49.59K 117.25K 3.14M 3.14M 2.49M 2.48M 2.73M 3.02M 4.47M
Norges Bank Investment Management — — — — — 804.33K — — — 437.14K — 4.32M — 4.99M — 5.11M — 4.90M — 3.72M
UBS Group AG 109.36K 154.29K 103.41K 108.17K 109.78K 158.07K 150.56K 119.60K 209.44K 76.81K 305.21K 178.70K 347.39K 711.27K 317.08K 458.51K 710.33K 1.44M 1.47M 2.87M
Legal & General Investment Management America 93.70K 166.61K 190.90K 192.83K 183.85K 323.06K 335.47K 218.93K 241.93K 316.40K 320.38K 350.06K 3.19M 2.66M 2.73M 2.60M 2.53M 2.76M 2.82M 2.81M
Northern Trust Corp 45.57K 93.35K 308.79K 292.78K 270.75K 229.96K 255.91K 789.92K 806.81K 841.87K 825.68K 824.88K 1.06M 2.45M 2.66M 2.69M 2.57M 2.57M 2.65M 2.79M
Baron Funds 2.58M 1.53M 2.10M 1.85M 1.48M 1.17M 1.76M 2.53M 2.05M 2.55M 3.23M 1.98M 1.62M 1.74M 1.66M 1.91M 1.86M 1.20M 2.67M 2.63M
Goldman Sachs Group 46.70K 2.80M 737.25K 9.15M 1.60M 3.95M 1.93M 4.47M 2.22M 2.29M 5.00M 1.34M 1.71M 1.86M 1.18M 4.63M 3.73M 4.20M 3.38M 2.21M
Citadel Advisors 220.44K 400.26K 540.13K 506.71K 431.53K 854.76K 8.19M 5.01M 4.89M 6.22M 6.04M 699.01K 1.16M 2.75M 3.19M 2.30M 1.89M 553.64K 1.31M 2.07M
Fidelity International (FIL) 1.05M 2.61M 2.87M 2.88M 829.45K 751.38K 723.78K 623.38K — — — — 9.89M 1.69M 306.08K 330.99K 671.03K 892.36K 1.49M 2.06M

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