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Xerox Holdings Corp (XRXDW)

CUSIP: 98421M114 | 186 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q1 2025
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Institutional Holders — Q3 2026

Private Management Group Inc466,306
0.0% of portfolio›$128.6K
Calamos Advisors LLC313,928
0.0% of portfolio›$86.6K
Barclays PLC244,281
0.0% of portfolio›$67.4K
Chicago Capital Management, LLC95,980
0.0% of portfolio›$26.5K
Russell Investments Group, Ltd.89,303
0.0% of portfolio›$24.6K
Wolverine Asset Management LLC88,892
0.0% of portfolio›$24.5K
LPL Financial LLC84,614
0.0% of portfolio›$23.3K
Geode Capital Management, LLC48,980
0.0% of portfolio›$13.5K
HB Wealth Management, LLC36,582
0.0% of portfolio›$10.1K
Sigma Planning Corp33,345
0.0% of portfolio›$9.2K
Verus Capital Partners, LLC31,199
0.0% of portfolio›$8.6K
AlphaCore Capital LLC19,649
0.0% of portfolio›$5.4K
Prism Advisors, Inc.15,535
0.0% of portfolio›$4.0K
Investors Research Corp13,958
0.0% of portfolio›$3.9K
Yousif Capital Management, LLC13,077
0.0% of portfolio›$3.6K
StoneX Group Inc.12,950
0.0% of portfolio›$4.0K
Cidel Asset Management Inc12,022
0.0% of portfolio›$3.3K
Mission Financial Group, LLC10,602
0.0% of portfolio›$2.9K
Bfsg, LLC8,387
0.0% of portfolio›$2.3K
Mascoma Wealth Management LLC5,000
0.0% of portfolio›$1.4K
Nfsg Corp2,420
0.0% of portfolio›$667
Deseret Mutual Benefit Administrators556
0.0% of portfolio›$153
CoreCap Advisors, LLC545
0.0% of portfolio›$150
Allworth Financial LP521
0.0% of portfolio›$144
Mosley Wealth Management500
0.0% of portfolio›$110
Larson Financial Group LLC500
0.0% of portfolio›$138
EverSource Wealth Advisors, LLC388
0.0% of portfolio›$107
Caitong International Asset Management Co., Ltd322
0.0% of portfolio›$89
US Bancorp \de\320
0.0% of portfolio›$88
North Star Investment Management Corp.282
0.0% of portfolio›$78
Nova Financial LLC278
0.0% of portfolio›$77
PNC Financial Services Group, Inc.276
0.0% of portfolio›$76
True Wealth Design, LLC275
0.0% of portfolio›$76
Assetmark, Inc210
0.0% of portfolio›$58
Key Capital Management, Inc170
0.0% of portfolio›$47
Fifth Third Bancorp155
0.0% of portfolio›$43
Carolina Wealth Advisors, LLC144
0.0% of portfolio›$40
Farther Finance Advisors, LLC126
0.0% of portfolio›$35
Costello Asset Management, Inc125
0.0% of portfolio›$34
TD Waterhouse Canada Inc.125
0.0% of portfolio›$37
Bare Financial Services, Inc96
0.0% of portfolio›$26
Gamma Investing LLC88
0.0% of portfolio›$24
Clearstead Advisors, LLC62
0.0% of portfolio›$18
Markowski Investments62
0.0% of portfolio›$17
SJS Investment Consulting Inc.59
0.0% of portfolio›$17
Essential Partners LLC53
0.0% of portfolio›$15
IFP Advisors, Inc52
0.0% of portfolio›$14
Mather Group, Llc.41
0.0% of portfolio›$11
Centerpoint Advisors, LLC37
0.0% of portfolio›$0
McCarley & Cook Financial Planners27
0.0% of portfolio›$7
Lanark Financial, Inc.26
0.0% of portfolio›$7
Country Trust Bank25
0.0% of portfolio›$7
Triumph Capital Management25
0.0% of portfolio›$7
Kimelman & Baird, LLC25
0.0% of portfolio›$7
Elevated Capital Advisors, LLC18
0.0% of portfolio›$5
DiNuzzo Private Wealth, Inc.18
0.0% of portfolio›$5
Balance Wealth Partners LLC14
0.0% of portfolio›$0
Fortis Group Advisors, LLC12
0.0% of portfolio›$3
Valley National Advisers Inc11
0.0% of portfolio›$4
JFS Wealth Advisors, LLC4
0.0% of portfolio›$2
Downshift Financial, LLC2
0.0% of portfolio›$1
Next Level Wealth Planning, LLC2
0.0% of portfolio›$1
Capital Advisors, Ltd. LLC1
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Private Management Group Inc
466,306$128.6K0.0%YieldLowIrvine, CA2026-11-04
Calamos Advisors LLC
313,928$86.6K0.0%GrowthMediumNaperville, IL2026-11-02
Barclays PLC
244,281$67.4K0.0%CoreMediumLondon, United Kingdom2026-11-06
Chicago Capital Management, LLC
95,980$26.5K0.0%Deep ValueVery HighChicago, IL2026-10-21
Russell Investments Group, Ltd.
89,303$24.6K0.0%CoreLowSeattle, WA2026-11-06
Wolverine Asset Management LLC
88,892$24.5K0.0%Deep ValueVery HighChicago, IL2026-11-02
LPL Financial LLC
84,614$23.3K0.0%IndexVery LowFort Mill, SC2026-11-06
Geode Capital Management, LLC
48,980$13.5K0.0%IndexVery LowBoston, MA2026-11-06
HB Wealth Management, LLC
36,582$10.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Sigma Planning Corp
33,345$9.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Verus Capital Partners, LLC
31,199$8.6K0.0%GrowthLowScottsdale, AZ2026-11-03
AlphaCore Capital LLC
19,649$5.4K0.0%ETFLowLa Jolla, CA2026-11-04
Prism Advisors, Inc.
15,535$4.0K0.0%ETFMediumStudio City, CA2026-10-09
Investors Research Corp
13,958$3.9K0.0%ETFLowAtlanta, GA2026-10-07
Yousif Capital Management, LLC
13,077$3.6K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
StoneX Group Inc.
12,950$4.0K0.0%ETFMediumNew York, NY2026-11-03
Cidel Asset Management Inc
12,022$3.3K0.0%CoreMediumToronto, Australia2026-10-29
Mission Financial Group, LLC
10,602$2.9K0.0%ETFN/AHonolulu, HI2026-10-21
Bfsg, LLC
8,387$2.3K0.0%CoreLowIrvine, CA2026-10-30
Mascoma Wealth Management LLC
5,000$1.4K0.0%ETFVery LowHanover, NH2026-10-23
Nfsg Corp
2,420$6670.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Deseret Mutual Benefit Administrators
556$1530.0%CoreMediumSalt Lake City, UT2026-11-04
CoreCap Advisors, LLC
545$1500.0%ETFMediumSouthfield, MI2026-10-08
Allworth Financial LP
521$1440.0%IndexLowFolsom, CA2026-11-06
Mosley Wealth Management
500$1100.0%ETFHighAnaheim, CA2026-10-16
Larson Financial Group LLC
500$1380.0%GrowthLowSt Louis, MO2026-11-05
EverSource Wealth Advisors, LLC
388$1070.0%CoreMediumBirmingham, AL2026-11-04
Caitong International Asset Management Co., Ltd
322$890.0%GrowthVery HighHong Kong, South Korea2026-10-29
US Bancorp \de\
320$880.0%IndexLowMinneapolis, MN2026-11-05
North Star Investment Management Corp.
282$780.0%CoreLowChicago, IL2026-10-27
Nova Financial LLC
278$770.0%N/AN/ATucson, AZ2026-11-04
PNC Financial Services Group, Inc.
276$760.0%GrowthVery LowPittsburgh, PA2026-11-06
True Wealth Design, LLC
275$760.0%ETFMediumAkron, OH2026-10-13
Assetmark, Inc
210$580.0%ETFLowConcord, CA2026-10-21
Key Capital Management, Inc
170$470.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Fifth Third Bancorp
155$430.0%IndexVery LowCincinnati, OH2026-11-05
Carolina Wealth Advisors, LLC
144$400.0%YieldHighMyrtle Beach, SC2026-10-23
Farther Finance Advisors, LLC
126$350.0%IndexLowSan Francisco, CA2026-10-08
Costello Asset Management, Inc
125$340.0%CoreLowFeasterville, PA2026-10-30
TD Waterhouse Canada Inc.
125$370.0%CoreLowToronto, Australia2026-10-16
Bare Financial Services, Inc
96$260.0%ETFVery LowGap, PA2026-11-04
Gamma Investing LLC
88$240.0%IndexVery LowFoster City, CA2026-10-08
Clearstead Advisors, LLC
62$180.0%ETFLowCleveland, OH2026-11-06
Markowski Investments
62$170.0%ETFN/ATampa, FL2026-10-30
SJS Investment Consulting Inc.
59$170.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
53$150.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
52$140.0%GrowthLowTampa, FL2026-10-16
Mather Group, Llc.
41$110.0%ETFMediumChicago, IL2026-10-14
Centerpoint Advisors, LLC
37$00.0%ETFVery LowNeedham, MA2026-11-05
McCarley & Cook Financial Planners
27$70.0%ETFLowCincinnati, OH2026-10-21
Lanark Financial, Inc.
26$70.0%CoreMediumBirmingham, AL2026-10-26
Country Trust Bank
25$70.0%GrowthLowBloomington, IL2026-10-30
Triumph Capital Management
25$70.0%ETFMediumDenver, CO2026-10-14
Kimelman & Baird, LLC
25$70.0%CoreLowNew York, NY2026-11-03
Elevated Capital Advisors, LLC
18$50.0%ETFMediumSandy, UT2026-11-04
DiNuzzo Private Wealth, Inc.
18$50.0%ETFLowBeaver, PA2026-10-16
Balance Wealth Partners LLC
14$00.0%ETFMediumWorthington, OH2026-10-27
Fortis Group Advisors, LLC
12$30.0%ETFHighWestwood, NJ2026-11-06
Valley National Advisers Inc
11$40.0%ETFLowBethlehem, PA2026-10-23
JFS Wealth Advisors, LLC
4$20.0%ETFVery LowHermitage, PA2026-11-03
Downshift Financial, LLC
2$10.0%ETFLowBoulder, CO2026-10-13
Next Level Wealth Planning, LLC
2$10.0%ETFVery LowMeridian, ID2026-10-29
Capital Advisors, Ltd. LLC
1$00.0%ETFLowShaker Heights, OH2026-10-27