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XP Inc (XP)

CUSIP: G98239109 | 897 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/AXP Control LLC96,797,60218.7%−4,954,867Jul 6, 2026No 13F filer matched
13GArga Investment Management, LP24,643,3825.9%New 5%+ stakeJun 30, 2026No 13F filer matched
13D/AXP Control LLC96,797,602
18.7% of class · Jul 6, 2026−4,954,867
No 13F filer matched
13GArga Investment Management, LP24,643,382
5.9% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Arga Investment Management, LP27,163,927
14.5% of portfolio›$570.3M
Ninety One UK Ltd9,962,623
0.5% of portfolio›$209.2M
Ninety One North America, Inc.1,843,127
1.8% of portfolio›$38.7M
Bank of New York Mellon Corp1,240,500
0.0% of portfolio›$26.0M
Robeco Institutional Asset Management B.V.1,061,448
0.0% of portfolio›$22.3M
Sumitomo Mitsui Trust Group, Inc.907,748
0.0% of portfolio›$19.1M
Assenagon Asset Management S.A.872,164
0.0% of portfolio›$18.3M
Citigroup Inc858,432
0.0% of portfolio›$18.0M
Mitsubishi UFJ Asset Management Co., Ltd.693,516
0.0% of portfolio›$14.6M
JGP Global Gestao de Recursos Ltda.679,766
29.0% of portfolio›$14.3M
Pictet Asset Management Holding SA527,100
0.0% of portfolio›$11.1M
Truxt Investmentos Ltda.462,443
4.1% of portfolio›$9.7M
Gimbal Financial433,875
5.3% of portfolio›$9.1M
Sustainable Growth Advisers, LP397,755
0.1% of portfolio›$8.4M
GAM Holding AG390,570
0.7% of portfolio›$8.2M
Imc-Chicago, LLC348,062
0.0% of portfolio›$7.3M
Assetmark, Inc334,591
0.0% of portfolio›$7.0M
Cambiar Investors LLC300,000
0.3% of portfolio›$6.3M
KBC Group NV273,490
0.0% of portfolio›$5.7K
Dimensional Fund Advisors LP256,146
0.0% of portfolio›$5.4M
Exchange Traded Concepts, LLC238,611
0.0% of portfolio›$5.0M
Barings LLC232,367
0.1% of portfolio›$4.9M
Thompson Siegel & Walmsley LLC227,960
0.0% of portfolio›$4.8K
Kapitalo Investimentos Ltda225,664
0.5% of portfolio›$4.7M
Creative Planning142,189
0.0% of portfolio›$3.0M
MacKenzie Financial Corp141,401
0.0% of portfolio›$3.0M
Sparta 24 Ltd.139,678
3.2% of portfolio›$2.9M
Simplex Trading, LLC115,759
0.0% of portfolio›$2.4M
Swedbank AB80,000
0.0% of portfolio›$1.7M
Swiss Life Asset Management Ltd66,990
0.0% of portfolio›$1.4M
Ethic Inc.64,968
0.0% of portfolio›$1.4M
Asset Management One Co., Ltd.62,604
0.0% of portfolio›$1.3M
Point Nemo Capital, LLC61,753
0.6% of portfolio›$1.3M
Park Avenue Securities LLC48,201
0.0% of portfolio›$1.0K
Wealth Enhancement Advisory Services, LLC45,732
0.0% of portfolio›$1.4M
IFM Investors Pty Ltd42,523
0.0% of portfolio›$892.8K
Highland Capital Management, LLC41,397
0.0% of portfolio›$869.1K
Xponance LLC34,709
0.0% of portfolio›$728.7K
DekaBank Deutsche Girozentrale34,060
0.0% of portfolio›$801
Y-Intercept (Hong Kong) Ltd33,893
0.0% of portfolio›$711.6K
Legacy Wealth Asset Management, LLC33,599
0.2% of portfolio›$705.4K
Ninety One SA (PTY) Ltd32,804
0.0% of portfolio›$680.7K
Gulf International Bank (UK) Ltd30,546
0.0% of portfolio›$641
Caitong International Asset Management Co., Ltd26,611
0.1% of portfolio›$558.7K
FNY Investment Advisers, LLC24,900
0.0% of portfolio›$522
Fideuram Asset Management (Ireland) dac24,484
0.0% of portfolio›$465.4K
Rakuten Investment Management, Inc.24,111
0.0% of portfolio›$488.7K
Sumitomo Mitsui DS Asset Management Company, Ltd23,872
0.0% of portfolio›$501.2K
SEB Asset Management AB20,434
0.0% of portfolio›$429.0K
Leonteq Securities AG20,067
0.0% of portfolio›$421.3K
Strs Ohio19,110
0.0% of portfolio›$401.2K
Verde Servicos Internacionais S.A.18,000
0.0% of portfolio›$378
Sterling Capital Management LLC17,675
0.0% of portfolio›$371.1K
Amalgamated Bank17,643
0.0% of portfolio›$370
Outlook Wealth Advisors, LLC16,399
0.1% of portfolio›$344.3K
CIBC Asset Management Inc14,343
0.0% of portfolio›$301.1K
Gamma Investing LLC13,081
0.0% of portfolio›$274.6K
North Dakota State Investment Board12,024
0.0% of portfolio›$252.4K
Deltec Asset Management LLC12,000
0.0% of portfolio›$251.9K
Elevation Point Wealth Partners, LLC11,947
0.0% of portfolio›$250.8K
Yousif Capital Management, LLC11,639
0.0% of portfolio›$244.4K
Oppenheimer Asset Management Inc.11,162
0.0% of portfolio›$234.3K
Pekin Hardy Strauss, Inc.10,800
0.0% of portfolio›$226.7K
Norden Group LLC10,361
0.0% of portfolio›$217.5K
US Bancorp \de\10,112
0.0% of portfolio›$212.3K
Investment House LLC10,075
0.0% of portfolio›$211.5K
Lido Advisors, LLC10,066
0.0% of portfolio›$211.3K
Commonwealth Equity Services, LLC9,762
0.0% of portfolio›$205.0K
Global X Japan Co., Ltd.7,902
0.0% of portfolio›$165.9K
Chicago Partners Investment Group LLC7,532
0.0% of portfolio›$229.0K
Versant Capital Management, Inc6,160
0.0% of portfolio›$129.3K
Signaturefd, LLC6,117
0.0% of portfolio›$128.4K
Rossby Financial, LCC5,024
0.0% of portfolio›$105.5K
Nisa Investment Advisors, LLC3,736
0.0% of portfolio›$78.4K
Essential Partners LLC2,989
0.0% of portfolio›$62.8K
Richardson Financial Services Inc.2,028
0.0% of portfolio›$42.6K
Covestor Ltd2,010
0.0% of portfolio›$42
EverSource Wealth Advisors, LLC1,899
0.0% of portfolio›$39.9K
Farther Finance Advisors, LLC1,869
0.0% of portfolio›$39.2K
Parallel Advisors, LLC1,850
0.0% of portfolio›$38.8K
Blue Trust, Inc.1,673
0.0% of portfolio›$35.1K
Reyes Financial Architecture, Inc.1,405
0.0% of portfolio›$29.5K
Grove Bank & Trust1,380
0.0% of portfolio›$29.0K
Triumph Capital Management1,200
0.0% of portfolio›$25.2K
Larson Financial Group LLC1,093
0.0% of portfolio›$22.9K
MassMutual Private Wealth & Trust, FSB1,028
0.0% of portfolio›$21.6K
Mirae Asset Global Investments Co., Ltd.910
0.0% of portfolio›$19.1K
SBI Securities Co., Ltd.908
0.0% of portfolio›$19.1K
Westside Investment Management, Inc.545
0.0% of portfolio›$11.7K
True Wealth Design, LLC442
0.0% of portfolio›$9.3K
IFP Advisors, Inc435
0.0% of portfolio›$9.1K
Cedar Mountain Advisors, LLC424
0.0% of portfolio›$8.9K
SJS Investment Consulting Inc.358
0.0% of portfolio›$7.5K
Elyxium Wealth, LLC319
0.0% of portfolio›$6.7K
Harbor Capital Advisors, Inc.302
0.0% of portfolio›$6
Mather Group, Llc.284
0.0% of portfolio›$6.0K
Signature Equity Partners, LLC282
0.0% of portfolio›$5.9K
MV Capital Management, Inc.249
0.0% of portfolio›$5.2K
Bell Investment Advisors, Inc208
0.0% of portfolio›$4.4K
Owl Creek Wealth Partners LLC205
0.0% of portfolio›$4.3K
Silver Grove Financial Group, Inc.204
0.0% of portfolio›$4.3K
Pinnacle Wealth Planning Services, Inc.178
0.0% of portfolio›$3.7K
Activest Wealth Management177
0.0% of portfolio›$3.7K
Parkside Financial Bank & Trust173
0.0% of portfolio›$3.6K
Cape Investment Advisory, Inc.157
0.0% of portfolio›$3.3K
Private Trust Co NA134
0.0% of portfolio›$2.8K
Fortitude Family Office, LLC99
0.0% of portfolio›$2.1K
Cromwell Holdings LLC97
0.0% of portfolio›$2.0K
UMB Private Wealth Management, LLC94
0.0% of portfolio›$2.0K
WPG Advisers, LLC78
0.0% of portfolio›$1.6K
Root Financial Partners, LLC68
0.0% of portfolio›$1.4K
Financial Network Wealth Advisors LLC48
0.0% of portfolio›$1.0K
Ares Financial Consulting, LLC42
0.0% of portfolio›$882
Provenance Wealth Advisors, LLC39
0.0% of portfolio›$819
Pension & Wealth Management Advisors, Inc.31
0.0% of portfolio›$651
CoreCap Advisors, LLC27
0.0% of portfolio›$567
Ascentis Wealth Management, LLC26
0.0% of portfolio›$545
Hughes Financial Services, LLC17
0.0% of portfolio›$256
Kimelman & Baird, LLC3
0.0% of portfolio›$63
StyleTurnoverLocationFiled
Arga Investment Management, LP
27,163,927$570.3M14.5%Deep ValueHighMiami, FL2026-10-30
Ninety One UK Ltd
9,962,623$209.2M0.5%CoreMediumLondon, United Kingdom2026-10-15
Ninety One North America, Inc.
1,843,127$38.7M1.8%CoreMediumNew York, NY2026-10-15
Bank of New York Mellon Corp
1,240,500$26.0M0.0%CoreLowNew York, NY2026-11-05
Robeco Institutional Asset Management B.V.
1,061,448$22.3M0.0%CoreMediumRotterdam, Philippines2026-10-20
Sumitomo Mitsui Trust Group, Inc.
907,748$19.1M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Assenagon Asset Management S.A.
872,164$18.3M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Citigroup Inc
858,432$18.0M0.0%CoreMediumNew York, NY2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
693,516$14.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
JGP Global Gestao de Recursos Ltda.
679,766$14.3M29.0%Deep ValueHighRio De Janeiro, Finland2026-10-16
Pictet Asset Management Holding SA
527,100$11.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Truxt Investmentos Ltda.
462,443$9.7M4.1%YieldHighRio De Janeiro, Finland2026-11-03
Gimbal Financial
433,875$9.1M5.3%ETFN/ACarmel, IN2026-10-19
Sustainable Growth Advisers, LP
397,755$8.4M0.1%GrowthMediumStamford, CT2026-10-15
GAM Holding AG
390,570$8.2M0.7%CoreMediumZurich, Switzerland2026-11-03
Imc-Chicago, LLC
348,062$7.3M0.0%GARPVery HighChicago, IL2026-11-05
Assetmark, Inc
334,591$7.0M0.0%ETFLowConcord, CA2026-10-21
Cambiar Investors LLC
300,000$6.3M0.3%ValueMediumDenver, CO2026-11-04
KBC Group NV
273,490$5.7K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Dimensional Fund Advisors LP
256,146$5.4M0.0%IndexLowAustin, TX2026-11-04
Exchange Traded Concepts, LLC
238,611$5.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Barings LLC
232,367$4.9M0.1%ETFLowCharlotte, NC2026-10-22
Thompson Siegel & Walmsley LLC
227,960$4.8K0.0%Deep ValueMediumRichmond, VA2026-11-05
Kapitalo Investimentos Ltda
225,664$4.7M0.5%ValueHighSao Paulo, Finland2026-10-20
Creative Planning
142,189$3.0M0.0%IndexVery LowOverland Park, KS2026-11-02
MacKenzie Financial Corp
141,401$3.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Sparta 24 Ltd.
139,678$2.9M3.2%YieldHighTirat Hacarmel, Luxembourg2026-11-04
Simplex Trading, LLC
115,759$2.4M0.0%CoreVery HighChicago, IL2026-11-04
Swedbank AB
80,000$1.7M0.0%GrowthLowStockholm, Sweden2026-10-27
Swiss Life Asset Management Ltd
66,990$1.4M0.0%CoreLowZurich, Switzerland2026-11-03
Ethic Inc.
64,968$1.4M0.0%CoreLowNew York, NY2026-11-03
Asset Management One Co., Ltd.
62,604$1.3M0.0%IndexVery LowTokyo, Mexico2026-10-27
Point Nemo Capital, LLC
61,753$1.3M0.6%GARPVery HighDripping Springs, TX2026-11-03
Park Avenue Securities LLC
48,201$1.0K0.0%ETFMediumNew York, NY2026-10-26
Wealth Enhancement Advisory Services, LLC
45,732$1.4M0.0%CoreLowPlymouth, MN2026-10-13
IFM Investors Pty Ltd
42,523$892.8K0.0%IndexVery LowMelbourne, China2026-10-14
Highland Capital Management, LLC
41,397$869.1K0.0%GrowthMediumMemphis, TN2026-10-26
Xponance LLC
34,709$728.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
DekaBank Deutsche Girozentrale
34,060$8010.0%CoreLowFrankfurt, Hong Kong2026-10-27
Y-Intercept (Hong Kong) Ltd
33,893$711.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Legacy Wealth Asset Management, LLC
33,599$705.4K0.2%GARPMediumWoodbury, MN2026-10-09
Ninety One SA (PTY) Ltd
32,804$680.7K0.0%YieldMediumCape Town, Thailand2026-10-15
Gulf International Bank (UK) Ltd
30,546$6410.0%CoreVery LowLondon, United Kingdom2026-10-20
Caitong International Asset Management Co., Ltd
26,611$558.7K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
FNY Investment Advisers, LLC
24,900$5220.0%GrowthVery HighNew York, NY2026-10-16
Fideuram Asset Management (Ireland) dac
24,484$465.4K0.0%CoreHighDublin 1, Lithuania2026-10-29
Rakuten Investment Management, Inc.
24,111$488.7K0.0%ETFMediumTokyo, Mexico2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
23,872$501.2K0.0%IndexVery LowTokyo, Mexico2026-10-20
SEB Asset Management AB
20,434$429.0K0.0%CoreN/AStockholm, Sweden2026-11-04
Leonteq Securities AG
20,067$421.3K0.0%CoreHighZurich, Switzerland2026-10-29
Strs Ohio
19,110$401.2K0.0%CoreMediumColumbus, OH2026-10-30
Verde Servicos Internacionais S.A.
18,000$3780.0%MomentumHighSao Paulo, Finland2026-10-26
Sterling Capital Management LLC
17,675$371.1K0.0%GARPMediumCharlotte, NC2026-10-22
Amalgamated Bank
17,643$3700.0%CoreVery LowNew York, NY2026-10-23
Outlook Wealth Advisors, LLC
16,399$344.3K0.1%ETFMediumShenandoah, TX2026-10-28
CIBC Asset Management Inc
14,343$301.1K0.0%GARPLowToronto, South Africa2026-11-05
Gamma Investing LLC
13,081$274.6K0.0%IndexVery LowFoster City, CA2026-10-08
North Dakota State Investment Board
12,024$252.4K0.0%GrowthMediumBismarck, ND2026-10-27
Deltec Asset Management LLC
12,000$251.9K0.0%CoreMediumNew York, NY2026-10-26
Elevation Point Wealth Partners, LLC
11,947$250.8K0.0%CoreHighDenver, CO2026-11-05
Yousif Capital Management, LLC
11,639$244.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Oppenheimer Asset Management Inc.
11,162$234.3K0.0%CoreMediumNew York, NY2026-10-27
Pekin Hardy Strauss, Inc.
10,800$226.7K0.0%ValueMediumChicago, IL2026-11-02
Norden Group LLC
10,361$217.5K0.0%GrowthMediumProvo, UT2026-10-20
US Bancorp \de\
10,112$212.3K0.0%IndexLowMinneapolis, MN2026-11-05
Investment House LLC
10,075$211.5K0.0%CoreMediumRedondo Beach, CA2026-10-21
Lido Advisors, LLC
10,066$211.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Commonwealth Equity Services, LLC
9,762$205.0K0.0%ETFLowWaltham, MA2026-11-02
Global X Japan Co., Ltd.
7,902$165.9K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Chicago Partners Investment Group LLC
7,532$229.0K0.0%GARPLowChicago, IL2026-10-27
Versant Capital Management, Inc
6,160$129.3K0.0%GARPLowPhoenix, AZ2026-10-02
Signaturefd, LLC
6,117$128.4K0.0%IndexLowAtlanta, GA2026-10-23
Rossby Financial, LCC
5,024$105.5K0.0%ETFMediumMelbourne, FL2026-11-05
Nisa Investment Advisors, LLC
3,736$78.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Essential Partners LLC
2,989$62.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Richardson Financial Services Inc.
2,028$42.6K0.0%GrowthMediumMedway, MA2026-10-30
Covestor Ltd
2,010$420.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
1,899$39.9K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
1,869$39.2K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
1,850$38.8K0.0%IndexLowSan Francisco, CA2026-11-03
Blue Trust, Inc.
1,673$35.1K0.0%ETFLowBrentwood, TN2026-10-15
Reyes Financial Architecture, Inc.
1,405$29.5K0.0%ETFVery HighSan Diego, CA2026-10-22
Grove Bank & Trust
1,380$29.0K0.0%ETFLowMiami, FL2026-10-08
Triumph Capital Management
1,200$25.2K0.0%ETFMediumDenver, CO2026-10-14
Larson Financial Group LLC
1,093$22.9K0.0%GrowthLowSt Louis, MO2026-11-05
MassMutual Private Wealth & Trust, FSB
1,028$21.6K0.0%CoreLowSpringfield, MA2026-10-05
Mirae Asset Global Investments Co., Ltd.
910$19.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
SBI Securities Co., Ltd.
908$19.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Westside Investment Management, Inc.
545$11.7K0.0%GrowthLowSanta Monica, CA2026-11-02
True Wealth Design, LLC
442$9.3K0.0%ETFMediumAkron, OH2026-10-13
IFP Advisors, Inc
435$9.1K0.0%GrowthLowTampa, FL2026-10-16
Cedar Mountain Advisors, LLC
424$8.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
SJS Investment Consulting Inc.
358$7.5K0.0%ETFVery LowSylvania, OH2026-10-26
Elyxium Wealth, LLC
319$6.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Harbor Capital Advisors, Inc.
302$60.0%ValueHighChicago, IL2026-10-22
Mather Group, Llc.
284$6.0K0.0%ETFMediumChicago, IL2026-10-14
Signature Equity Partners, LLC
282$5.9K0.0%GrowthMediumColumbus, OH2026-10-29
MV Capital Management, Inc.
249$5.2K0.0%ETFLowBethesda, MD2026-10-29
Bell Investment Advisors, Inc
208$4.4K0.0%ETFVery LowOrinda, CA2026-10-29
Owl Creek Wealth Partners LLC
205$4.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Silver Grove Financial Group, Inc.
204$4.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Pinnacle Wealth Planning Services, Inc.
178$3.7K0.0%GARPLowMansfield, OH2026-10-27
Activest Wealth Management
177$3.7K0.0%ETFLowAventura, FL2026-10-15
Parkside Financial Bank & Trust
173$3.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Cape Investment Advisory, Inc.
157$3.3K0.0%ETFLowMcdonough, GA2026-10-13
Private Trust Co NA
134$2.8K0.0%CoreLowCleveland, OH2026-10-20
Fortitude Family Office, LLC
99$2.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Cromwell Holdings LLC
97$2.0K0.0%IndexLowJackson, WY2026-10-28
UMB Private Wealth Management, LLC
94$2.0K0.0%GrowthN/AKansas City, MO2026-10-19
WPG Advisers, LLC
78$1.6K0.0%CoreLowBaltimore, MD2026-10-27
Root Financial Partners, LLC
68$1.4K0.0%ETFMediumEncinitas, CA2026-10-21
Financial Network Wealth Advisors LLC
48$1.0K0.0%ETFLowMurray, UT2026-10-28
Ares Financial Consulting, LLC
42$8820.0%CoreLowCalabasas, CA2026-10-19
Provenance Wealth Advisors, LLC
39$8190.0%ETFLowFort Lauderdale, FL2026-10-30
Pension & Wealth Management Advisors, Inc.
31$6510.0%ETFLowWaltham, MA2026-10-16
CoreCap Advisors, LLC
27$5670.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Wealth Management, LLC
26$5450.0%Agg GrowthLowDallas, TX2026-11-03
Hughes Financial Services, LLC
17$2560.0%ETFLowHerndon, VA2026-10-30
Kimelman & Baird, LLC
3$630.0%CoreLowNew York, NY2026-11-03