Institutional Ownership Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX). We have compiled data on the 326 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
222
shares
|
$610
0.0% of portfolio
|
Q3 2025
Added 149.44%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
217
shares
|
$596
0.0% of portfolio
|
Q4 2025
Reduced 53.43%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
214
shares
|
$588
0.0% of portfolio
|
Q4 2024
Reduced 85.21%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
205
shares
|
$563
0.0% of portfolio
|
Q4 2025
Reduced 62.93%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
204
shares
|
$561
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
185
shares
|
$508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
169
shares
|
$464
0.0% of portfolio
|
Q3 2025
Reduced 66.8%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
159
shares
|
$437
0.0% of portfolio
|
Q3 2025
Reduced 39.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
143
shares
|
$393
0.0% of portfolio
|
Q2 2024
Reduced 66.51%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
140
shares
|
$385
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
135
shares
|
$371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
125
shares
|
$343
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
116
shares
|
$319
0.0% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
101
shares
|
$277
0.0% of portfolio
|
Q3 2025
Reduced 74.43%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
90
shares
|
$247
0.0% of portfolio
|
Q2 2025
Reduced 77.61%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
87
shares
|
$239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
87
shares
|
$239
0.0% of portfolio
|
Q3 2025
Reduced 25.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
82
shares
|
$225
0.0% of portfolio
|
Q3 2025
Reduced 40.15%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
78
shares
|
$214
0.0% of portfolio
|
Q3 2025
Reduced 64.22%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
75
shares
|
$206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
74
shares
|
$203
0.0% of portfolio
|
Q3 2023
Added 51.02%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
62
shares
|
$170
0.0% of portfolio
|
Q4 2023
Reduced 89.58%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
55
shares
|
$151
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
54
shares
|
$148
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
50
shares
|
$137
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|
|