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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
30 Sep 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 12 Nov 2024
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 6 listed it in both
Shares listed
77,032,880
combined, among listed positions
Reported value
$1.4bn
combined, at the quarter end

Among the 94 comparable managers: 9 buyers (opened or added shares) and 2 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
Dodge & Cox34,861,745$625m0.35%Added+508,90013 Nov 2024 (the filing on sec.gov)
Capital World Investors30,606,282$549m0.09%Added+1,859,38913 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP4,513,027$81m0.10%Added+737,10414 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.3,192,121$57munder 0.1%Added+121,26714 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC1,598,969$29m0.10%Trimmed-407,77214 Nov 2024 (the filing on sec.gov)
Man Group PLC1,328,460$24m0.06%Added+312,71914 Nov 2024 (the filing on sec.gov)
Oaktree Capital Management LP510,764$9.2m0.15%Newnew14 Nov 2024 (the filing on sec.gov)
Acadian Asset Management LLC316,132$5.7munder 0.1%Newnew12 Nov 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP72,642$1.3munder 0.1%Newnew14 Nov 2024 (the filing on sec.gov)
PDT Partners LLC32,738$587k0.05%Newnew14 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, 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 (4)

Exited (1)

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 →