- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 13 Feb 2024
- Managers listing it
- 18
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 9 listed it in both
- Shares listed
- 96,807,817
- combined, among listed positions
- Reported value
- $2.5bn
- combined, at the quarter end
Among the 93 comparable managers: 15 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing XP in Q4 2023
18 of 18 holders
Largest increases and reductions, by shares
Increases
- Two Sigma Investments LPexisting position · 4,445,716 shares now+2,850,140
- Fidelity (FMR LLC)existing position · 23,722,787 shares now+2,189,469
- Two Sigma Advisers LPexisting position · 2,414,228 shares now+1,828,900
- Marshall Wace LLPexisting position · 2,618,143 shares now+1,092,695
- Man Group PLCexisting position · 1,518,764 shares now+731,927
Reductions
- Capital World Investorsexisting position · 15,480,556 shares now-1,791,117
- PDT Partners LLCexisting position · 112,234 shares now-84,178
- Dodge & Coxexisting position · 30,228,845 shares now-51,600
New positions and exits
New (3)
Exited (1)
- Durable Capital Partners LPwas $117m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2019 | 13 | $1.0bn | n.a. | n.a. |
| Q1 2020 | 7 | $547m | n.a. | n.a. |
| Q2 2020 | 10 | $1.2bn | n.a. | n.a. |
| Q3 2020 | 8 | $1.8bn | n.a. | n.a. |
| Q4 2020 | 11 | $2.4bn | n.a. | n.a. |
| Q1 2021 | 7 | $2.2bn | n.a. | n.a. |
| Q2 2021 | 6 | $2.5bn | n.a. | n.a. |
| Q3 2021 | 10 | $2.4bn | n.a. | n.a. |
| Q4 2021 | 10 | $2.1bn | n.a. | n.a. |
| Q1 2022 | 11 | $2.5bn | n.a. | n.a. |
| Q2 2022 | 9 | $1.4bn | n.a. | n.a. |
| Q3 2022 | 9 | $1.7bn | n.a. | n.a. |
| Q4 2022 | 10 | $1.4bn | n.a. | n.a. |
| Q1 2023 | 9 | $1.1bn | n.a. | n.a. |
| Q2 2023 | 7 | $2.1bn | n.a. | n.a. |
| Q3 2023 | 10 | $1.9bn | n.a. | n.a. |
| Q4 2023 | 18 | $2.5bn | 15 | 4 |
| Q1 2024 | 14 | $2.8bn | 6 | 9 |
| Q2 2024 | 9 | $1.5bn | 7 | 4 |
| Q3 2024 | 10 | $1.4bn | 9 | 2 |
| Q4 2024 | 7 | $1.0bn | 6 | 2 |
| Q1 2025 | 6 | $1.3bn | 3 | 3 |
| Q2 2025 | 10 | $2.2bn | 9 | 1 |
| Q3 2025 | 9 | $1.9bn | 4 | 5 |
| Q4 2025 | 9 | $1.6bn | 16 | 16 |
| Q1 2026 | 11 | $1.7bn | 17 | 15 |
| Q2 2026 | 12 | $1.5bn | 15 | 18 |
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 →