Institutional Ownership Xp Inc. (XP)

XP Quotes by TradingView

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 $5.53 Billion.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Kimelman & Baird, LLC

New York, NY

 		May 13, 2025 Q1 2025
3
shares
$55 0.0% of portfolio
Q2 2024 New holding
Cgc Financial Services, LLC

Lake Oswego, OR

 		Apr 14, 2025 Q1 2025
1
shares
$18 0.0% of portfolio
Q2 2023 New holding
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		May 14, 2025 Q1 2025
0
shares
$0 100.0% of portfolio
Q1 2025 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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