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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 8 listed it in both
Shares listed
108,749,538
combined, among listed positions
Reported value
$2.1bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 17 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -5,427,608.

Managers listing XP in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Dodge & Cox32,726,688$623m0.34%Trimmed-1,233,85714 May 2026 (the filing on sec.gov)
Capital World Investors19,103,295$364munder 0.1%Trimmed-18,393,74313 May 2026 (the filing on sec.gov)
MFS Investment Management12,331,051$236m0.08%Added+68,03014 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)9,085,705$173munder 0.1%Added+1,725,16915 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP7,659,227$146m0.08%Trimmed-4,139,94814 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc5,633,000$107munder 0.1%Added+5,434,89715 May 2026 (the filing on sec.gov)
Capital Research Global Investors5,001,182$95munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Marshall Wace LLP3,240,367$62m0.06%Added+2,685,59715 May 2026 (the filing on sec.gov)
Oaktree Capital Management LP3,172,009$60m0.92%Trimmed-148,15020 May 2026 (the filing on sec.gov)
Man Group PLC2,805,416$53m0.10%Added+2,774,71615 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,148,643$22munder 0.1%Added+1,029,56515 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC1,147,364$22m0.09%Trimmed-95,85815 May 2026 (the filing on sec.gov)
Invesco Ltd845,120$16munder 0.1%Added+250,37512 May 2026 (the filing on sec.gov)
Citadel Advisors LLC761,845$15munder 0.1%Added+579,20615 May 2026 (the filing on sec.gov)
Two Sigma Investments LP656,015$12munder 0.1%Trimmed-37,29615 May 2026 (the filing on sec.gov)
Point72 Asset Management LP632,746$12munder 0.1%Added+321,71815 May 2026 (the filing on sec.gov)
AllianceBernstein LP732,724$12munder 0.1%Added+244,91415 May 2026 (the filing on sec.gov)
Jane Street Group LLC485,652$9.2munder 0.1%Newnew12 May 2026 (the filing on sec.gov)
AQR Capital Management LLC466,087$8.5munder 0.1%Added+176,75515 May 2026 (the filing on sec.gov)
Winton Group Ltd353,502$6.7m0.24%Added+288,50212 May 2026 (the filing on sec.gov)
Rokos Capital Management LLP231,317$4.4munder 0.1%Held015 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd186,840$3.6munder 0.1%Newnew18 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.105,532$2.0munder 0.1%Trimmed-190,95915 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC90,121$1.7munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Millennium Management LLC47,592$906kunder 0.1%Trimmed-1,745,24415 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (3)

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 →