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 328 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
140
shares
|
$760
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
138
shares
|
$749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
132
shares
|
$716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
125
shares
|
$678
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
109
shares
|
$591
0.0% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
101
shares
|
$548
0.0% of portfolio
|
Q3 2024
Reduced 22.31%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
100
shares
|
$543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
94
shares
|
$510
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
90
shares
|
$488
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
87
shares
|
$472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
74
shares
|
$401
0.0% of portfolio
|
Q3 2023
Added 51.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
66
shares
|
$358
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
62
shares
|
$336
0.0% of portfolio
|
Q4 2023
Reduced 89.58%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
61
shares
|
$331
0.0% of portfolio
|
Q3 2024
Reduced 55.15%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
53
shares
|
$287
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
52
shares
|
$282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
52
shares
|
$282
0.0% of portfolio
|
Q4 2024
Reduced 37.35%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
52
shares
|
$282
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
50
shares
|
$271
0.0% of portfolio
|
Q4 2024
Reduced 92.01%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
50
shares
|
$271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
49
shares
|
$266
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
45
shares
|
$244
0.0% of portfolio
|
Q4 2024
Added 87.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
44
shares
|
$238
0.0% of portfolio
|
Q4 2024
Reduced 50.56%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
40
shares
|
$217
0.0% of portfolio
|
Q3 2024
New holding
|