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 329 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $957 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
25
shares
|
$226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
25
shares
|
$226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
25
shares
|
$226
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
25
shares
|
$226
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
25
shares
|
$226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
24
shares
|
$217
0.0% of portfolio
|
Q3 2024
Added 140.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
23
shares
|
$208
0.0% of portfolio
|
Q2 2024
Reduced 48.89%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
20
shares
|
$181
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
19
shares
|
$171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
18
shares
|
$162
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
18
shares
|
$162
0.0% of portfolio
|
Q4 2024
Reduced 73.53%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
15
shares
|
$135
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
13
shares
|
$117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
9
shares
|
$81
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6
shares
|
$54
0.0% of portfolio
|
Q3 2024
Reduced 99.52%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
5
shares
|
$45
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1
shares
|
$9
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|