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X-Energy Inc (XE)

CUSIP: 98386P102 | NYSE | 236 institutional holders

Quarters

Q3 2026Q2 2026
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GJane Street Group, LLC
with Jane Street Global Trading, LLC, Jane Street Capital, LLC
15,322,0025.2%New 5%+ stakeAug 31, 202662d ahead of 13F (3,855,908 sh) · +11,466,094
13GKamal Seyed Ghaffarian

Institutional Holders — Q3 2026

Amazon COM Inc65,836,948
24.7% of portfolio›$933.6M
Segra Capital Management, LLC15,678,017
27.1% of portfolio›$222.3M
Hamilton Lane Advisors LLC2,776,084
22.0% of portfolio›$39.4M
Sumitomo Mitsui Trust Group, Inc.2,710,077
0.0% of portfolio›$38.4M
Two Seas Capital LP1,394,413
0.2% of portfolio›$19.8M
Exchange Traded Concepts, LLC703,541
0.0% of portfolio›$10.0M
Nepsis Inc.458,223
2.0% of portfolio›$6.5M
Mirae Asset Global Investments Co., Ltd.442,061
0.0% of portfolio›$6.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS396,100
0.0% of portfolio›$5.6M
Citigroup Inc315,329
0.0% of portfolio›$4.5M
Kestra Advisory Services, LLC248,230
0.0% of portfolio›$3.5M
Once Capital Management, LLC200,000
0.4% of portfolio›$2.8M
Alps Advisors Inc137,770
0.0% of portfolio›$2.0M
Simplex Trading, LLC93,176
0.0% of portfolio›$1.3M
Bokf, NA80,000
0.0% of portfolio›$1.1M
Viking Fund Management LLC50,000
0.1% of portfolio›$709.0K
Imc-Chicago, LLC49,778
0.0% of portfolio›$705.9K
Robertson Stephens Wealth Management, LLC48,050
0.0% of portfolio›$681.3K
Mitsubishi UFJ Asset Management Co., Ltd.37,600
0.0% of portfolio›$533.2K
Kestra Private Wealth Services, LLC32,765
0.0% of portfolio›$464.6K
Dimensional Fund Advisors LP32,453
0.0% of portfolio›$460.2K
Walser Wealth Management Company, A Ltd Liability Co27,998
0.2% of portfolio›$397.0K
MN Wealth Advisors, LLC27,492
0.2% of portfolio›$389.8K
Inspire Investing, LLC27,469
0.0% of portfolio›$389.5K
Chicago Partners Investment Group LLC27,429
0.0% of portfolio›$290.7K
Cambridge Investment Research Advisors, Inc.24,783
0.0% of portfolio›$351
Creative Planning21,762
0.0% of portfolio›$308.6K
Wedbush Securities Inc18,955
0.0% of portfolio›$269
Quantum Private Wealth, LLC17,682
0.1% of portfolio›$250.7K
Renaissance Capital LLC16,741
0.2% of portfolio›$237.4K
BankChampaign, National Association16,050
0.2% of portfolio›$227.6K
Arizona State Retirement System14,580
0.0% of portfolio›$206.7K
SBI Securities Co., Ltd.13,615
0.0% of portfolio›$193.1K
Leonteq Securities AG13,016
0.0% of portfolio›$184.6K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors11,267
0.0% of portfolio›$159.8K
Delta Capital Management LLC10,890
0.0% of portfolio›$154
Private Wealth Management Group, LLC6,687
0.0% of portfolio›$94.8K
IFP Advisors, Inc5,944
0.0% of portfolio›$84.3K
GK Wealth Management LLC4,020
0.0% of portfolio›$57.0K
Rakuten Securities, Inc.3,004
0.0% of portfolio›$42.6K
Eastern Bank2,000
0.0% of portfolio›$28.4K
Thompson Investment Management, Inc.1,676
0.0% of portfolio›$23.8K
Strengthening Families & Communities, LLC1,292
0.0% of portfolio›$18.3K
Sterling Capital Management LLC1,278
0.0% of portfolio›$18.1K
Hurley Capital, LLC1,000
0.0% of portfolio›$14.2K
Signaturefd, LLC936
0.0% of portfolio›$13.3K
Strs Ohio919
0.0% of portfolio›$13.0K
First Pacific Financial900
0.0% of portfolio›$12.8K
Farther Finance Advisors, LLC677
0.0% of portfolio›$9.6K
Essential Partners LLC652
0.0% of portfolio›$9.2K
Hilton Head Capital Partners, LLC650
0.0% of portfolio›$9.2K
NBT Bank, N.A.500
0.0% of portfolio›$7.1K
Madden Securities Corp415
0.0% of portfolio›$5.9K
Gamma Investing LLC369
0.0% of portfolio›$5.2K
Parallel Advisors, LLC332
0.0% of portfolio›$4.7K
Wolff Wiese Magana LLC300
0.0% of portfolio›$4.3K
Nisa Investment Advisors, LLC300
0.0% of portfolio›$4.3K
MassMutual Private Wealth & Trust, FSB285
0.0% of portfolio›$4.0K
SJS Investment Consulting Inc.284
0.0% of portfolio›$4.0K
Aspect Partners, LLC267
0.0% of portfolio›$3.8K
City State Bank240
0.0% of portfolio›$3.4K
Ascentis Independent Advisors220
0.0% of portfolio›$3.1K
Fortitude Family Office, LLC211
0.0% of portfolio›$3.0K
Costello Asset Management, Inc200
0.0% of portfolio›$2.8K
FNY Investment Advisers, LLC170
0.0% of portfolio›$2
Physician Wealth Advisors, Inc.158
0.0% of portfolio›$2.2K
Root Financial Partners, LLC126
0.0% of portfolio›$1.8K
Caitong International Asset Management Co., Ltd125
0.0% of portfolio›$1.8K
Pinnacle Wealth Planning Services, Inc.121
0.0% of portfolio›$1.7K
Elevation Wealth Partners, LLC121
0.0% of portfolio›$1.7K
Hazlett, Burt & Watson, Inc.100
0.0% of portfolio›$1
Avion Wealth100
0.0% of portfolio›$1
EverSource Wealth Advisors, LLC96
0.0% of portfolio›$1.4K
Abound Wealth Management75
0.0% of portfolio›$1.1K
UMB Private Wealth Management, LLC60
0.0% of portfolio›$851
Financial Management Professionals, Inc.44
0.0% of portfolio›$627
Covestor Ltd42
0.0% of portfolio›$1
Bare Financial Services, Inc33
0.0% of portfolio›$468
Balance Wealth Partners LLC16
0.0% of portfolio›$232
Essential Investment Partners LLC5
0.0% of portfolio›$71
True Wealth Design, LLC5
0.0% of portfolio›$71
Ascentis Wealth Management, LLC3
0.0% of portfolio›$42
Investment Research & Advisory Group, Inc.1
0.0% of portfolio›$14
StyleTurnoverLocationFiled
Amazon COM Inc
65,836,948$933.6M24.7%Agg GrowthVery LowSeattle, WA2026-11-03
Segra Capital Management, LLC
15,678,017$222.3M27.1%Agg GrowthHighPalm Beach, FL2026-10-27
Hamilton Lane Advisors LLC
2,776,084$39.4M22.0%YieldMediumConshohocken, PA2026-10-21
Sumitomo Mitsui Trust Group, Inc.
2,710,077$38.4M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Two Seas Capital LP
1,394,413$19.8M0.2%MomentumMediumRye, NY2026-10-06
Exchange Traded Concepts, LLC
703,541$10.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Nepsis Inc.
458,223$6.5M2.0%CoreMediumMinneapolis, MN2026-10-13
Mirae Asset Global Investments Co., Ltd.
442,061$6.3M0.0%GrowthLowSeoul, Malaysia2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
396,100$5.6M0.0%CoreLowHarrisburg, PA2026-11-03
Citigroup Inc
315,329$4.5M0.0%CoreMediumNew York, NY2026-11-04
Kestra Advisory Services, LLC
248,230$3.5M0.0%CoreLowAustin, TX2026-11-02
Once Capital Management, LLC
200,000$2.8M0.4%Agg GrowthLowNew York, NY2026-11-02
Alps Advisors Inc
137,770$2.0M0.0%YieldLowDenver, CO2026-11-03
Simplex Trading, LLC
93,176$1.3M0.0%CoreVery HighChicago, IL2026-11-04
Bokf, NA
80,000$1.1M0.0%CoreLowTulsa, OK2026-10-27
Viking Fund Management LLC
50,000$709.0K0.1%YieldMediumMinot, ND2026-10-14
Imc-Chicago, LLC
49,778$705.9K0.0%GARPVery HighChicago, IL2026-11-05
Robertson Stephens Wealth Management, LLC
48,050$681.3K0.0%ETFMediumSan Francisco, CA2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
37,600$533.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
Kestra Private Wealth Services, LLC
32,765$464.6K0.0%GrowthLowAustin, TX2026-10-30
Dimensional Fund Advisors LP
32,453$460.2K0.0%IndexLowAustin, TX2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
27,998$397.0K0.2%GrowthHighTampa, FL2026-10-15
MN Wealth Advisors, LLC
27,492$389.8K0.2%ETFMediumOverland Park, KS2026-10-23
Inspire Investing, LLC
27,469$389.5K0.0%GARPHighMeridian, ID2026-10-22
Chicago Partners Investment Group LLC
27,429$290.7K0.0%GARPLowChicago, IL2026-10-27
Cambridge Investment Research Advisors, Inc.
24,783$3510.0%ETFLowFairfield, IA2026-11-02
Creative Planning
21,762$308.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Wedbush Securities Inc
18,955$2690.0%CoreLowPasadena, CA2026-10-22
Quantum Private Wealth, LLC
17,682$250.7K0.1%GrowthLowTampa, FL2026-10-20
Renaissance Capital LLC
16,741$237.4K0.2%Agg GrowthHighStamford, CT2026-10-23
BankChampaign, National Association
16,050$227.6K0.2%GrowthMediumChampaign, IL2026-10-19
Arizona State Retirement System
14,580$206.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
SBI Securities Co., Ltd.
13,615$193.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Leonteq Securities AG
13,016$184.6K0.0%CoreHighZurich, Switzerland2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
11,267$159.8K0.0%ETFMediumWestlake, OH2026-10-14
Delta Capital Management LLC
10,890$1540.0%CoreLowRed Bank, NJ2026-10-16
Private Wealth Management Group, LLC
6,687$94.8K0.0%ETFLowPrinceton, NJ2026-10-19
IFP Advisors, Inc
5,944$84.3K0.0%GrowthLowTampa, FL2026-10-16
GK Wealth Management LLC
4,020$57.0K0.0%GARPVery HighReno, NV2026-10-09
Rakuten Securities, Inc.
3,004$42.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Eastern Bank
2,000$28.4K0.0%GrowthMediumBoston, MA2026-10-05
Thompson Investment Management, Inc.
1,676$23.8K0.0%ValueMediumMadison, WI2026-10-14
Strengthening Families & Communities, LLC
1,292$18.3K0.0%CoreMediumBoston, MA2026-10-21
Sterling Capital Management LLC
1,278$18.1K0.0%GARPMediumCharlotte, NC2026-10-22
Hurley Capital, LLC
1,000$14.2K0.0%GARPMediumNew York, NY2026-11-05
Signaturefd, LLC
936$13.3K0.0%IndexLowAtlanta, GA2026-10-23
Strs Ohio
919$13.0K0.0%CoreMediumColumbus, OH2026-10-30
First Pacific Financial
900$12.8K0.0%ETFLowVancouver, WA2026-10-14
Farther Finance Advisors, LLC
677$9.6K0.0%IndexLowSan Francisco, CA2026-10-08
Essential Partners LLC
652$9.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Hilton Head Capital Partners, LLC
650$9.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
NBT Bank, N.A.
500$7.1K0.0%CoreLowNorwich, NY2026-10-21
Madden Securities Corp
415$5.9K0.0%GrowthMediumDallas, TX2026-10-27
Gamma Investing LLC
369$5.2K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
332$4.7K0.0%IndexLowSan Francisco, CA2026-11-03
Wolff Wiese Magana LLC
300$4.3K0.0%GrowthLowCarslbad, CA2026-10-15
Nisa Investment Advisors, LLC
300$4.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
MassMutual Private Wealth & Trust, FSB
285$4.0K0.0%CoreLowSpringfield, MA2026-10-05
SJS Investment Consulting Inc.
284$4.0K0.0%ETFVery LowSylvania, OH2026-10-26
Aspect Partners, LLC
267$3.8K0.0%ETFMediumFairfax, VA2026-10-20
City State Bank
240$3.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Ascentis Independent Advisors
220$3.1K0.0%ETFLowDallas, TX2026-11-03
Fortitude Family Office, LLC
211$3.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Costello Asset Management, Inc
200$2.8K0.0%CoreLowFeasterville, PA2026-10-30
FNY Investment Advisers, LLC
170$20.0%GrowthVery HighNew York, NY2026-10-16
Physician Wealth Advisors, Inc.
158$2.2K0.0%ETFMediumMidvale, UT2026-10-20
Root Financial Partners, LLC
126$1.8K0.0%ETFMediumEncinitas, CA2026-10-21
Caitong International Asset Management Co., Ltd
125$1.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pinnacle Wealth Planning Services, Inc.
121$1.7K0.0%GARPLowMansfield, OH2026-10-27
Elevation Wealth Partners, LLC
121$1.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Hazlett, Burt & Watson, Inc.
100$10.0%CoreVery LowWheeling, WV2026-11-04
Avion Wealth
100$10.0%ETFLowThe Woodlands, TX2026-11-04
EverSource Wealth Advisors, LLC
96$1.4K0.0%CoreMediumBirmingham, AL2026-11-04
Abound Wealth Management
75$1.1K0.0%ETFVery LowFranklin, TN2026-10-26
UMB Private Wealth Management, LLC
60$8510.0%GrowthN/AKansas City, MO2026-10-19
Financial Management Professionals, Inc.
44$6270.0%ETFMediumAustin, TX2026-10-23
Covestor Ltd
42$10.0%ValueHighLondon, United Kingdom2026-10-30
Bare Financial Services, Inc
33$4680.0%ETFVery LowGap, PA2026-11-04
Balance Wealth Partners LLC
16$2320.0%ETFMediumWorthington, OH2026-10-27
Essential Investment Partners LLC
5$710.0%GrowthLowEnglewood, CO2026-10-27
True Wealth Design, LLC
5$710.0%ETFMediumAkron, OH2026-10-13
Ascentis Wealth Management, LLC
3$420.0%Agg GrowthLowDallas, TX2026-11-03
Investment Research & Advisory Group, Inc.
1$140.0%GrowthVery LowAtlanta, GA2026-10-19
with X-Energy Holdings, LLC
92,871,109
25.0%
New 5%+ stake
Jun 30, 2026
No 13F filer matched
13GAres Partners Holdco LLC
with Ares X-Energy Holdings LP, Ares X-Energy Co-Invest LP, Acip Investments Pooling LLC
38,263,34112.3%New 5%+ stakeJun 30, 2026No 13F filer matched
13GJane Street Group, LLC15,322,002
5.2% of class · Aug 31, 2026New 5%+ stake
with Jane Street Global Trading, LLC, Jane Street Capital, LLC
62d ahead of 13F (3,855,908 sh) · +11,466,094
13GKamal Seyed Ghaffarian92,871,109
25.0% of class · Jun 30, 2026New 5%+ stake
with X-Energy Holdings, LLC
No 13F filer matched
13GAres Partners Holdco LLC38,263,341
12.3% of class · Jun 30, 2026New 5%+ stake
with Ares X-Energy Holdings LP, Ares X-Energy Co-Invest LP, Acip Investments Pooling LLC
No 13F filer matched