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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
50
shares
|
$137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
38
shares
|
$104
0.0% of portfolio
|
Q3 2025
Reduced 99.68%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
37
shares
|
$101
0.0% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
34
shares
|
$93
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
33
shares
|
$90
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
27
shares
|
$74
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
26
shares
|
$71
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
25
shares
|
$68
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
25
shares
|
$68
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
15
shares
|
$41
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
10
shares
|
$27
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
9
shares
|
$24
0.0% of portfolio
|
Q3 2025
Reduced 79.07%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2
shares
|
$5
0.0% of portfolio
|
Q2 2025
Reduced 99.92%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2
shares
|
$5
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1
shares
|
$2
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|