Institutional Ownership Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP). We have compiled data on the 323 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $4.57 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
786
shares
|
$10,807
0.0% of portfolio
|
Q4 2024
Reduced 45.91%
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
592
shares
|
$8,140
0.0% of portfolio
|
Q4 2023
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
574
shares
|
$7,892
0.0% of portfolio
|
Q4 2024
Reduced 62.87%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
358
shares
|
$4,922
0.0% of portfolio
|
Q4 2024
Added 60.54%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
330
shares
|
$4,537
0.0% of portfolio
|
Q2 2024
Added 1.54%
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
220
shares
|
$3,025
0.0% of portfolio
|
Q4 2024
Added 358.33%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
215
shares
|
$2,956
0.0% of portfolio
|
Q3 2020
Reduced 95.81%
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
210
shares
|
$2,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
204
shares
|
$2,805
0.0% of portfolio
|
Q4 2021
New holding
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
184
shares
|
$2,530
0.0% of portfolio
|
Q4 2024
Reduced 94.51%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
161
shares
|
$2,213
0.0% of portfolio
|
Q4 2024
Added 45.05%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
158
shares
|
$2,172
0.0% of portfolio
|
Q3 2024
Reduced 52.41%
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
152
shares
|
$2,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
143
shares
|
$1,966
0.0% of portfolio
|
Q4 2024
Added 169.81%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
141
shares
|
$1,938
0.0% of portfolio
|
Q4 2024
Reduced 30.2%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
137
shares
|
$1,883
0.0% of portfolio
|
Q3 2022
New holding
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
131
shares
|
$1,801
0.0% of portfolio
|
Q4 2024
Reduced 43.04%
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
123
shares
|
$1,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
117
shares
|
$1,608
0.0% of portfolio
|
Q4 2024
Reduced 86.93%
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
112
shares
|
$1,540
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
112
shares
|
$1,540
0.0% of portfolio
|
Q4 2024
Reduced 82.39%
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
107
shares
|
$1,471
0.0% of portfolio
|
Q3 2024
Reduced 70.92%
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
107
shares
|
$1,471
0.0% of portfolio
|
Q2 2023
Reduced 83.12%
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
103
shares
|
$1,416
0.0% of portfolio
|
Q3 2023
Reduced 85.55%
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
86
shares
|
$1,182
0.0% of portfolio
|
Q3 2024
Added 16.22%
|