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Xerox Holdings Corp (XRX)

CUSIP: 98421M106 | NYSE | Industrials · Business Equipment & Supplies | Micro Cap | 1168 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

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
13D/AFrantisek Bostl
with Starteepo Sicav a.s.
9,640,0007.3%+700,000Sep 8, 2026No 13F filer matched
13DDD Revocable Trust15,283,67211.3%New 5%+ stakeFeb 6, 2026No 13F filer matched
13DDouglas R. Deason15,283,67211.3%New 5%+ stakeFeb 6, 2026No 13F filer matched
13D/ADD Revocable Trust15,283,6579.1%New 5%+ stakeFeb 6, 2026No 13F filer matched
13D/AFrantisek Bostl9,640,000
7.3% of class · Sep 8, 2026+700,000
with Starteepo Sicav a.s.
No 13F filer matched
13DDD Revocable Trust15,283,672
11.3% of class · Feb 6, 2026New 5%+ stake
No 13F filer matched
13DDouglas R. Deason15,283,672
11.3% of class · Feb 6, 2026New 5%+ stake
No 13F filer matched
13D/ADD Revocable Trust15,283,657
9.1% of class · Feb 6, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Geode Capital Management, LLC2,705,965
0.0% of portfolio›$8.6M
Mitsubishi UFJ Asset Management Co., Ltd.1,287,070
0.0% of portfolio›$4.1M
Dimensional Fund Advisors LP1,210,165
0.0% of portfolio›$3.8M
Private Management Group Inc909,102
0.1% of portfolio›$2.9M
Bank of New York Mellon Corp407,281
0.0% of portfolio›$1.3M
Russell Investments Group, Ltd.338,834
0.0% of portfolio›$1.1M
Strs Ohio269,600
0.0% of portfolio›$853.3K
Barclays PLC253,733
0.0% of portfolio›$803.1K
Investors Asset Management of Georgia Inc191,837
0.2% of portfolio›$607.2K
LPL Financial LLC181,255
0.0% of portfolio›$573.7K
Merit Financial Group, LLC146,695
0.0% of portfolio›$464.3K
Wolverine Asset Management LLC123,731
0.0% of portfolio›$391.6K
Deutsche Bank Ag\94,944
0.0% of portfolio›$301.0K
SummerHaven Investment Management, LLC87,108
0.2% of portfolio›$275.7K
Citigroup Inc70,045
0.0% of portfolio›$221.7K
Yousif Capital Management, LLC44,589
0.0% of portfolio›$141.1K
SBI Securities Co., Ltd.39,157
0.0% of portfolio›$123.9K
J. Safra Sarasin Holding AG36,157
0.0% of portfolio›$114.4K
Cidel Asset Management Inc35,615
0.0% of portfolio›$112.7K
Caitong International Asset Management Co., Ltd33,106
0.0% of portfolio›$104.8K
Achmea Investment Management B.V.31,200
0.0% of portfolio›$98.8K
Sigma Planning Corp30,103
0.0% of portfolio›$95.3K
Prism Advisors, Inc.29,071
0.0% of portfolio›$84.9K
Investors Research Corp27,711
0.0% of portfolio›$87.7K
Wealth Enhancement Advisory Services, LLC25,360
0.0% of portfolio›$74.1K
Vontobel Holding Ltd.22,840
0.0% of portfolio›$72.3K
Chicago Partners Investment Group LLC21,883
0.0% of portfolio›$56.0K
Verus Capital Partners, LLC18,000
0.0% of portfolio›$57.0K
Bfsg, LLC16,545
0.0% of portfolio›$52.4K
Sound Income Strategies, LLC15,655
0.0% of portfolio›$45.7K
ProShare Advisors LLC14,167
0.0% of portfolio›$44.8K
Abel Hall, LLC12,167
0.0% of portfolio›$38.5K
Vise Technologies, Inc.11,588
0.0% of portfolio›$36.7K
Xponance LLC10,798
0.0% of portfolio›$34.2K
Sowell Financial Services LLC10,719
0.0% of portfolio›$33.9K
Creative Planning10,659
0.0% of portfolio›$33.7K
Pinnacle Wealth Planning Services, Inc.9,365
0.0% of portfolio›$29.6K
Fifth Third Bancorp6,573
0.0% of portfolio›$20.8K
Allworth Financial LP5,354
0.0% of portfolio›$16.8K
Summit Securities Group LLC5,000
0.0% of portfolio›$15.8K
Mascoma Wealth Management LLC5,000
0.0% of portfolio›$15.8K
Triumph Capital Management4,859
0.0% of portfolio›$15.4K
PNC Financial Services Group, Inc.4,708
0.0% of portfolio›$14.9K
Nfsg Corp4,404
0.0% of portfolio›$13.9K
Deseret Mutual Benefit Administrators4,166
0.0% of portfolio›$13.2K
Nisa Investment Advisors, LLC3,053
0.0% of portfolio›$9.7K
Covestor Ltd2,768
0.0% of portfolio›$9
Sterling Capital Management LLC2,197
0.0% of portfolio›$7.0K
Mosley Wealth Management2,000
0.0% of portfolio›$5.4K
Harbor Capital Advisors, Inc.1,816
0.0% of portfolio›$6
Gamma Investing LLC1,430
0.0% of portfolio›$4.5K
Larson Financial Group LLC1,000
0.0% of portfolio›$3.2K
AlphaCore Capital LLC960
0.0% of portfolio›$3.0K
Parallel Advisors, LLC907
0.0% of portfolio›$2.9K
US Bancorp \de\680
0.0% of portfolio›$2.2K
EverSource Wealth Advisors, LLC671
0.0% of portfolio›$2.1K
North Star Investment Management Corp.565
0.0% of portfolio›$1.8K
Coston, McIsaac & Partners469
0.0% of portfolio›$1.5K
Parkside Financial Bank & Trust425
0.0% of portfolio›$1.3K
SJS Investment Consulting Inc.392
0.0% of portfolio›$1.2K
Root Financial Partners, LLC360
0.0% of portfolio›$1.1K
PayPay Securities Corp296
0.0% of portfolio›$937
Essential Partners LLC293
0.0% of portfolio›$927
Carolina Wealth Advisors, LLC288
0.0% of portfolio›$912
Nova Financial LLC278
0.0% of portfolio›$880
Provenance Wealth Advisors, LLC274
0.0% of portfolio›$867
Costello Asset Management, Inc250
0.0% of portfolio›$791
Key Capital Management, Inc239
0.0% of portfolio›$756
CoreCap Advisors, LLC195
0.0% of portfolio›$618
Burk Holdings LLC188
0.0% of portfolio›$595
Farther Finance Advisors, LLC135
0.0% of portfolio›$427
Clearstead Advisors, LLC132
0.0% of portfolio›$418
Markowski Investments125
0.0% of portfolio›$396
True Wealth Design, LLC121
0.0% of portfolio›$383
IFP Advisors, Inc108
0.0% of portfolio›$342
Meriwether Wealth & Planning, LLC84
0.0% of portfolio›$266
Mather Group, Llc.83
0.0% of portfolio›$263
Centerpoint Advisors, LLC75
0.0% of portfolio›$0
McCarley & Cook Financial Planners54
0.0% of portfolio›$171
Lanark Financial, Inc.54
0.0% of portfolio›$171
Kimelman & Baird, LLC50
0.0% of portfolio›$159
Country Trust Bank50
0.0% of portfolio›$158
DekaBank Deutsche Girozentrale40
0.0% of portfolio›$0
Elevated Capital Advisors, LLC37
0.0% of portfolio›$117
DiNuzzo Private Wealth, Inc.37
0.0% of portfolio›$118
Balance Wealth Partners LLC29
0.0% of portfolio›$93
Fortis Group Advisors, LLC25
0.0% of portfolio›$79
Valley National Advisers Inc22
0.0% of portfolio›$70
Acumen Wealth Advisors, LLC20
0.0% of portfolio›$64
JFS Wealth Advisors, LLC8
0.0% of portfolio›$26
Cassaday & Co Wealth Management LLC8
0.0% of portfolio›$26
Eastern Bank7
0.0% of portfolio›$22
Downshift Financial, LLC5
0.0% of portfolio›$16
Next Level Wealth Planning, LLC4
0.0% of portfolio›$13
Signaturefd, LLC4
0.0% of portfolio›$13
Capital Advisors, Ltd. LLC2
0.0% of portfolio›$0
Assetmark, Inc2
0.0% of portfolio›$6
Latitude Advisors, LLC1
0.0% of portfolio›$3
StyleTurnoverLocationFiled
Geode Capital Management, LLC
2,705,965$8.6M0.0%IndexVery LowBoston, MA2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
1,287,070$4.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Dimensional Fund Advisors LP
1,210,165$3.8M0.0%IndexLowAustin, TX2026-11-04
Private Management Group Inc
909,102$2.9M0.1%YieldLowIrvine, CA2026-11-04
Bank of New York Mellon Corp
407,281$1.3M0.0%CoreLowNew York, NY2026-11-05
Russell Investments Group, Ltd.
338,834$1.1M0.0%CoreLowSeattle, WA2026-11-06
Strs Ohio
269,600$853.3K0.0%CoreMediumColumbus, OH2026-10-30
Barclays PLC
253,733$803.1K0.0%CoreMediumLondon, United Kingdom2026-11-06
Investors Asset Management of Georgia Inc
191,837$607.2K0.2%GARPLowAtlanta, GA2026-10-20
LPL Financial LLC
181,255$573.7K0.0%IndexVery LowFort Mill, SC2026-11-06
Merit Financial Group, LLC
146,695$464.3K0.0%ETFLowAlpharetta, GA2026-11-06
Wolverine Asset Management LLC
123,731$391.6K0.0%Deep ValueVery HighChicago, IL2026-11-02
Deutsche Bank Ag\
94,944$301.0K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
SummerHaven Investment Management, LLC
87,108$275.7K0.2%Deep ValueHighStamford, CT2026-10-19
Citigroup Inc
70,045$221.7K0.0%CoreMediumNew York, NY2026-11-04
Yousif Capital Management, LLC
44,589$141.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
SBI Securities Co., Ltd.
39,157$123.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
J. Safra Sarasin Holding AG
36,157$114.4K0.0%CoreMediumBasel, Switzerland2026-10-26
Cidel Asset Management Inc
35,615$112.7K0.0%CoreMediumToronto, Australia2026-10-29
Caitong International Asset Management Co., Ltd
33,106$104.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Achmea Investment Management B.V.
31,200$98.8K0.0%CoreMediumZeist, Philippines2026-10-30
Sigma Planning Corp
30,103$95.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Prism Advisors, Inc.
29,071$84.9K0.0%ETFMediumStudio City, CA2026-10-09
Investors Research Corp
27,711$87.7K0.0%ETFLowAtlanta, GA2026-10-07
Wealth Enhancement Advisory Services, LLC
25,360$74.1K0.0%CoreLowPlymouth, MN2026-10-13
Vontobel Holding Ltd.
22,840$72.3K0.0%CoreMediumZurich, Switzerland2026-10-16
Chicago Partners Investment Group LLC
21,883$56.0K0.0%GARPLowChicago, IL2026-10-27
Verus Capital Partners, LLC
18,000$57.0K0.0%GrowthLowScottsdale, AZ2026-11-03
Bfsg, LLC
16,545$52.4K0.0%CoreLowIrvine, CA2026-10-30
Sound Income Strategies, LLC
15,655$45.7K0.0%YieldMediumFt Lauderdale, FL2026-10-09
ProShare Advisors LLC
14,167$44.8K0.0%GrowthLowBethesda, MD2026-10-29
Abel Hall, LLC
12,167$38.5K0.0%CoreMediumBaton Rouge, LA2026-10-19
Vise Technologies, Inc.
11,588$36.7K0.0%IndexLowNew York, NY2026-10-29
Xponance LLC
10,798$34.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Sowell Financial Services LLC
10,719$33.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Creative Planning
10,659$33.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Pinnacle Wealth Planning Services, Inc.
9,365$29.6K0.0%GARPLowMansfield, OH2026-10-27
Fifth Third Bancorp
6,573$20.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Allworth Financial LP
5,354$16.8K0.0%IndexLowFolsom, CA2026-11-06
Summit Securities Group LLC
5,000$15.8K0.0%CoreVery HighNew York, NY2026-11-05
Mascoma Wealth Management LLC
5,000$15.8K0.0%ETFVery LowHanover, NH2026-10-23
Triumph Capital Management
4,859$15.4K0.0%ETFMediumDenver, CO2026-10-14
PNC Financial Services Group, Inc.
4,708$14.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Nfsg Corp
4,404$13.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Deseret Mutual Benefit Administrators
4,166$13.2K0.0%CoreMediumSalt Lake City, UT2026-11-04
Nisa Investment Advisors, LLC
3,053$9.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Covestor Ltd
2,768$90.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
2,197$7.0K0.0%GARPMediumCharlotte, NC2026-10-22
Mosley Wealth Management
2,000$5.4K0.0%ETFHighAnaheim, CA2026-10-16
Harbor Capital Advisors, Inc.
1,816$60.0%ValueHighChicago, IL2026-10-22
Gamma Investing LLC
1,430$4.5K0.0%IndexVery LowFoster City, CA2026-10-08
Larson Financial Group LLC
1,000$3.2K0.0%GrowthLowSt Louis, MO2026-11-05
AlphaCore Capital LLC
960$3.0K0.0%ETFLowLa Jolla, CA2026-11-04
Parallel Advisors, LLC
907$2.9K0.0%IndexLowSan Francisco, CA2026-11-03
US Bancorp \de\
680$2.2K0.0%IndexLowMinneapolis, MN2026-11-05
EverSource Wealth Advisors, LLC
671$2.1K0.0%CoreMediumBirmingham, AL2026-11-04
North Star Investment Management Corp.
565$1.8K0.0%CoreLowChicago, IL2026-10-27
Coston, McIsaac & Partners
469$1.5K0.0%YieldVery LowBar Harbor, ME2026-11-06
Parkside Financial Bank & Trust
425$1.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
392$1.2K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
360$1.1K0.0%ETFMediumEncinitas, CA2026-10-21
PayPay Securities Corp
296$9370.0%CoreMediumTokyo, Mexico2026-10-27
Essential Partners LLC
293$9270.0%ValueMediumRancho Santa Fe, CA2026-10-14
Carolina Wealth Advisors, LLC
288$9120.0%YieldHighMyrtle Beach, SC2026-10-23
Nova Financial LLC
278$8800.0%N/AN/ATucson, AZ2026-11-04
Provenance Wealth Advisors, LLC
274$8670.0%ETFLowFort Lauderdale, FL2026-10-30
Costello Asset Management, Inc
250$7910.0%CoreLowFeasterville, PA2026-10-30
Key Capital Management, Inc
239$7560.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
CoreCap Advisors, LLC
195$6180.0%ETFMediumSouthfield, MI2026-10-08
Burk Holdings LLC
188$5950.0%ETFVery LowTulsa, OK2026-11-05
Farther Finance Advisors, LLC
135$4270.0%IndexLowSan Francisco, CA2026-10-08
Clearstead Advisors, LLC
132$4180.0%ETFLowCleveland, OH2026-11-06
Markowski Investments
125$3960.0%ETFN/ATampa, FL2026-10-30
True Wealth Design, LLC
121$3830.0%ETFMediumAkron, OH2026-10-13
IFP Advisors, Inc
108$3420.0%GrowthLowTampa, FL2026-10-16
Meriwether Wealth & Planning, LLC
84$2660.0%ETFMediumMinden, LA2026-10-13
Mather Group, Llc.
83$2630.0%ETFMediumChicago, IL2026-10-14
Centerpoint Advisors, LLC
75$00.0%ETFVery LowNeedham, MA2026-11-05
McCarley & Cook Financial Planners
54$1710.0%ETFLowCincinnati, OH2026-10-21
Lanark Financial, Inc.
54$1710.0%CoreMediumBirmingham, AL2026-10-26
Kimelman & Baird, LLC
50$1590.0%CoreLowNew York, NY2026-11-03
Country Trust Bank
50$1580.0%GrowthLowBloomington, IL2026-10-30
DekaBank Deutsche Girozentrale
40$00.0%CoreLowFrankfurt, Hong Kong2026-10-27
Elevated Capital Advisors, LLC
37$1170.0%ETFMediumSandy, UT2026-11-04
DiNuzzo Private Wealth, Inc.
37$1180.0%ETFLowBeaver, PA2026-10-16
Balance Wealth Partners LLC
29$930.0%ETFMediumWorthington, OH2026-10-27
Fortis Group Advisors, LLC
25$790.0%ETFHighWestwood, NJ2026-11-06
Valley National Advisers Inc
22$700.0%ETFLowBethlehem, PA2026-10-23
Acumen Wealth Advisors, LLC
20$640.0%GrowthHighChattanooga, TN2026-11-05
JFS Wealth Advisors, LLC
8$260.0%ETFVery LowHermitage, PA2026-11-03
Cassaday & Co Wealth Management LLC
8$260.0%ETFVery LowMclean, VA2026-10-27
Eastern Bank
7$220.0%GrowthMediumBoston, MA2026-10-05
Downshift Financial, LLC
5$160.0%ETFLowBoulder, CO2026-10-13
Next Level Wealth Planning, LLC
4$130.0%ETFVery LowMeridian, ID2026-10-29
Signaturefd, LLC
4$130.0%IndexLowAtlanta, GA2026-10-23
Capital Advisors, Ltd. LLC
2$00.0%ETFLowShaker Heights, OH2026-10-27
Assetmark, Inc
2$60.0%ETFLowConcord, CA2026-10-21
Latitude Advisors, LLC
1$30.0%ETFLowYorkville, IL2026-10-27