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 359 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
264
shares
|
$1,114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
263
shares
|
$1,109
0.0% of portfolio
|
Q1 2025
Added 163.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
263
shares
|
$1,109
0.0% of portfolio
|
Q2 2025
Added 70.78%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
250
shares
|
$1,055
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
227
shares
|
$957
0.0% of portfolio
|
Q1 2025
Added 513.51%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
218
shares
|
$919
0.0% of portfolio
|
Q2 2025
Added 78.69%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
214
shares
|
$903
0.0% of portfolio
|
Q4 2024
Reduced 85.21%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
204
shares
|
$860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
168
shares
|
$708
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
166
shares
|
$700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
163
shares
|
$687
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
145
shares
|
$611
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
143
shares
|
$603
0.0% of portfolio
|
Q2 2024
Reduced 66.51%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
140
shares
|
$590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
125
shares
|
$527
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
115
shares
|
$485
0.0% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
99
shares
|
$417
0.0% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
92
shares
|
$388
0.0% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
90
shares
|
$379
0.0% of portfolio
|
Q2 2025
Reduced 77.61%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
87
shares
|
$367
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
74
shares
|
$312
0.0% of portfolio
|
Q3 2023
Added 51.02%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
65
shares
|
$274
0.02% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
62
shares
|
$261
0.0% of portfolio
|
Q4 2023
Reduced 89.58%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
61
shares
|
$257
0.0% of portfolio
|
Q3 2024
Reduced 55.15%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
55
shares
|
$232
0.0% of portfolio
|
Q2 2025
Added 3.77%
|