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XP in the 13F filings

XP Inc · CUSIP G98239109

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 8 listed it in both
Shares listed
114,177,146
combined, among listed positions
Reported value
$1.9bn
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -26,893.

Managers listing XP in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Capital World Investors37,497,038$614m0.08%Trimmed-2,409,05311 Feb 2026 (the filing on sec.gov)
Dodge & Cox33,960,545$556m0.30%Trimmed-517,60013 Feb 2026 (the filing on sec.gov)
MFS Investment Management12,263,021$201m0.06%Added+1,300,98222 Jan 2026 (the filing on sec.gov)
Arrowstreet Capital LP11,799,175$193m0.11%Added+1,160,97713 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)7,360,536$120munder 0.1%Added+161,39217 Feb 2026 (the filing on sec.gov)
Oaktree Capital Management LP3,320,159$54m0.77%Added+1,287,28217 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,792,836$29munder 0.1%Added+1,490,25717 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC1,243,222$20m0.07%Trimmed-962,96317 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP693,311$11munder 0.1%Added+361,56417 Feb 2026 (the filing on sec.gov)
Invesco Ltd594,745$9.7munder 0.1%Added+232,82019 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP554,770$9.1munder 0.1%Trimmed-37,05613 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP487,810$8.0munder 0.1%Added+316,78117 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC346,126$5.7munder 0.1%Trimmed-581,05710 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP311,028$5.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.296,491$4.9munder 0.1%Trimmed-66,70417 Feb 2026 (the filing on sec.gov)
PDT Partners LLC292,877$4.8m0.31%Trimmed-234,66117 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC289,332$4.7munder 0.1%Trimmed-51,73617 Feb 2026 (the filing on sec.gov)
Rokos Capital Management LLP231,317$3.8munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc198,103$3.2munder 0.1%Added+11,16417 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC182,639$3.0munder 0.1%Trimmed-380,13517 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC151,819$2.5munder 0.1%Added+1,51913 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP119,078$1.9munder 0.1%Trimmed-280,55517 Feb 2026 (the filing on sec.gov)
Winton Group Ltd65,000$1.1munder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC43,938$719kunder 0.1%Trimmed-43127 Oct 2026 (the filing on sec.gov)
Man Group PLC30,700$503kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

051015202020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
XP by quarter
QuarterHoldersReported valueBuyersSellers
Q4 201913$1.0bnn.a.n.a.
Q1 20207$547mn.a.n.a.
Q2 202010$1.2bnn.a.n.a.
Q3 20208$1.8bnn.a.n.a.
Q4 202011$2.4bnn.a.n.a.
Q1 20217$2.2bnn.a.n.a.
Q2 20216$2.5bnn.a.n.a.
Q3 202110$2.4bnn.a.n.a.
Q4 202110$2.1bnn.a.n.a.
Q1 202211$2.5bnn.a.n.a.
Q2 20229$1.4bnn.a.n.a.
Q3 20229$1.7bnn.a.n.a.
Q4 202210$1.4bnn.a.n.a.
Q1 20239$1.1bnn.a.n.a.
Q2 20237$2.1bnn.a.n.a.
Q3 202310$1.9bnn.a.n.a.
Q4 202318$2.5bn154
Q1 202414$2.8bn69
Q2 20249$1.5bn74
Q3 202410$1.4bn92
Q4 20247$1.0bn62
Q1 20256$1.3bn33
Q2 202510$2.2bn91
Q3 20259$1.9bn45
Q4 20259$1.6bn1616
Q1 202611$1.7bn1715
Q2 202612$1.5bn1518

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

XP and V →XP and AXP →XP and BAC →Choose a stock to compare with XP →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own XP, latest filings →Back to the 13F Explorer →