Institutional Ownership Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP). We have compiled data on the 319 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $3.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
583
shares
|
$7,065
0.0% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
534
shares
|
$6,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
376
shares
|
$4,557
0.0% of portfolio
|
Q3 2024
Reduced 99.13%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
345
shares
|
$4,181
0.0% of portfolio
|
Q3 2024
Added 2200.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
330
shares
|
$3,999
0.0% of portfolio
|
Q2 2024
Added 1.54%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
230
shares
|
$2,787
0.0% of portfolio
|
Q3 2024
Added 39.39%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
223
shares
|
$2,702
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
215
shares
|
$2,605
0.0% of portfolio
|
Q3 2020
Reduced 95.81%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
205
shares
|
$2,484
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
204
shares
|
$2,472
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
202
shares
|
$2,448
0.0% of portfolio
|
Q3 2024
Reduced 68.04%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
168
shares
|
$2,036
0.0% of portfolio
|
Q3 2024
Reduced 89.13%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
158
shares
|
$1,914
0.0% of portfolio
|
Q3 2024
Reduced 52.41%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
137
shares
|
$1,660
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
111
shares
|
$1,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
108
shares
|
$1,308
0.0% of portfolio
|
Q3 2024
Reduced 99.78%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
107
shares
|
$1,296
0.0% of portfolio
|
Q3 2024
Reduced 70.92%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
107
shares
|
$1,296
0.0% of portfolio
|
Q2 2023
Reduced 83.12%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
105
shares
|
$1,272
0.0% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
103
shares
|
$1,248
0.0% of portfolio
|
Q3 2023
Reduced 85.55%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
86
shares
|
$1,042
0.0% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
84
shares
|
$1,018
0.0% of portfolio
|
Q2 2024
Added 68.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
83
shares
|
$1,005
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
69
shares
|
$836
0.0% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
61
shares
|
$739
0.0% of portfolio
|
Q3 2023
New holding
|