XP Inc. Class AXP

13F holders, Q1 2025 (March 31)
296holders +2
55new positions
54sold out
8famous investors
$13.76avg. 13F price*

At the end of Q1 2025, 296 institutions reported holding XP Inc. Class A (XP) in their 13F filings, up 2 from Q4 2024. 55 opened new positions and 54 sold out. The largest holders were Dodge & Cox ($584.9M), BlackRock, Inc. ($564.6M) and Capital World Investors ($545.8M). 8 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
XP Inc. Class A
CUSIP
G98239109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 298Q1 2024Q2 2024: 265Q2 2024Q3 2024: 292Q3 2024Q4 2024: 294Q4 2024Q1 2025: 296Q1 2025Q2 2025: 313Q2 2025Q3 2025: 328Q3 2025Q4 2025: 343Q4 2025Q1 2026: 359Q1 2026Q2 2026: 320Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions55$183.8M
Exits54$133.4M

All 13F filers, Q4 2024 → Q1 2025: 47,871,117 shares bought and 56,480,262 shares sold, net −8,609,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 296 holders

Dodge & Cox 0.33% Reduce -1.4% 42,537,845 $584.9M
BlackRock, Inc. 0.01% Reduce -9.1% 41,065,213 $564.6M
Capital World Investors 0.09% Add +35.6% 39,691,272 $545.8M
General Atlantic, L.P. 13.67% No change 29,617,733 $407.2M
Mawer Investment Management Ltd. 1.63% Reduce -33.0% 24,589,426 $338.1M
State Street Corp. 0.01% Reduce -0.4% 9,571,046 $131.6M
Squadra Investments - Gestao DE Recursos Ltda. 46.72% Add +21.4% 9,252,142 $127.2M
Atmos Capital Gestao DE Recursos Ltda. 25.83% Add +20.3% 8,941,951 $123.0M
Arrowstreet Capital, Limited Partnership 0.09% Reduce -13.4% 7,974,293 $109.6M
Wellington Management Group LLP 0.02% Add +60.9% 5,993,854 $82.4M
Vanguard Group Inc. 0.00% Reduce -45.5% 5,267,865 $72.4M
Norges Bank 0.01% Reduce -0.8% 4,952,727 $68.1M
Geode Capital Management, LLC 0.00% Add +1.8% 4,574,535 $62.6M
Morgan Stanley 0.00% Reduce -26.4% 4,417,896 $60.7M
Canada Pension Plan Investment Board 0.06% Reduce -21.7% 4,405,487 $60.6M
Seafarer Capital Partners, LLC 19.43% No change 4,071,000 $60.0M
Fisher Asset Management 0.02% Reduce -5.4% 4,169,263 $57.3M
FMR LLC 0.00% Reduce -60.1% 3,202,466 $44.0M
Franklin Resources Inc. 0.01% Add +0.1% 3,142,413 $43.2M
Jennison Associates LLC 0.03% New 2,871,449 $39.5M
Legal & General Group Plc 0.01% Add +2.9% 2,734,634 $37.6M
Northern Trust Corp. 0.01% Add +8.2% 2,655,067 $36.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +9.9% 2,629,575 $36.2M
Bank of America Corp. 0.00% Add +21.9% 2,606,892 $35.8M
SPX Gestao de Recursos Ltda 4.44% New 2,497,615 $34.3M
Voloridge Investment Management, LLC 0.12% Reduce -35.4% 2,414,763 $33.2M
Citadel Advisors 0.03% Add +96.7% 2,401,459 $33.0M
SG Americas Securities, LLC 0.11% Add +7564.5% 2,367,555 $32.6M
Millennium Management 0.03% Add +330.3% 2,253,313 $31.0M
Assenagon Asset Management S.A. 0.05% Add +14898.3% 2,148,357 $29.5M
Ninety One UK Ltd 0.08% Reduce -32.7% 2,060,202 $28.3M
Man Group plc 0.08% Add +358.3% 1,911,354 $26.3M
Cibc World Markets Corp. 0.20% New 1,832,600 $25.2M
JPMorgan Chase & Co. 0.00% Reduce -1.2% 1,821,009 $25.0M
D. E. Shaw & Co. 0.03% Add +951.0% 1,818,273 $25.0M
First Trust Advisors LP 0.02% Add +415.3% 1,751,309 $24.1M
Baron Capital (BAMCO) 0.07% Reduce -4.5% 1,661,829 $22.9M
Nuveen, LLC 0.01% — 1,657,881 $22.8M
Ameriprise Financial Inc. 0.01% Add +18.8% 1,579,666 $21.7M
Cibc World Market Inc. 0.05% New 1,511,200 $20.8M
Bank of New York Mellon Corp 0.00% Add +0.7% 1,415,268 $19.5M
INCA Investments LLC 8.55% No change 1,358,239 $18.7M
Praetorian PR LLC 7.66% Add +20.0% 1,200,000 $16.5M
Goldman Sachs Group Inc. 0.00% Reduce -39.9% 1,111,511 $15.3M
BNP Paribas Financial Markets 0.01% Reduce -51.8% 1,099,606 $15.1M
Fourth Sail Capital LP 3.12% New 969,296 $13.3M
Janney Montgomery Scott LLC 0.04% Add +13.2% 947,208 $13.0M
Amundi 0.00% Add +81.2% 868,543 $12.4M
Swiss National Bank 0.01% Add +0.3% 843,264 $11.6M
Marshall Wace, LLP 0.02% Add +26.0% 832,435 $11.4M
Citigroup Inc. 0.01% Reduce -50.0% 827,162 $11.4M
Absoluto Partners Gestao de Recursos Ltda 10.12% Add +23.3% 811,519 $11.2M
JGP Global Gestao de Recursos Ltda. 8.36% New 795,194 $10.9M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +16.8% 709,762 $9.8M
California Public Employees Retirement System 0.01% Reduce -3.3% 674,658 $9.3M
Sustainable Growth Advisers, LP 0.05% Add +13.8% 671,993 $9.2M
Trexquant Investment LP 0.10% Reduce -38.6% 653,590 $9.0M
Robeco Institutional Asset Management B.V. 0.02% Add +11.5% 620,110 $8.5M
Walleye Capital LLC 0.10% Add +495.0% 610,625 $8.4M
PDT Partners, LLC 0.55% Add +104.8% 560,940 $7.7M
Deutsche Bank AG 0.00% Add +7.9% 558,397 $7.7M
HRT Financial LP 0.05% Add +86.0% 543,070 $7.5M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +136.2% 537,844 $7.4M
Earnest Partners LLC 0.03% Reduce -4.3% 503,741 $6.9M
Banco BTG Pactual S.A. 1.56% New 455,855 $6.3M
Rhumbline Advisers 0.01% Reduce -1.4% 423,288 $5.8M
Renaissance Technologies 0.01% Add +90.7% 413,887 $5.7M
Invesco Ltd. 0.00% Add +21.5% 393,841 $5.4M
Engineers Gate Manager LP 0.09% Add +103.8% 368,862 $5.1M
Mackenzie Financial Corp. 0.01% New 363,284 $5.0M
New York State Common Retirement Fund 0.01% Add +36.5% 359,947 $4.9M
Voya Investment Management LLC 0.01% Reduce -0.2% 354,641 $4.9M
Pictet Asset Management Holding SA 0.01% Reduce -2.0% 352,295 $4.8M
Point72 Asset Management 0.01% Add +30.9% 352,083 $4.8M
Loomis Sayles & Co. L P 0.01% Add +25.6% 332,603 $4.6M
JARISLOWSKY, FRASER Ltd 0.03% Reduce -33.7% 322,352 $4.4M
Royal London Asset Management Ltd. 0.01% Add +11.8% 319,400 $4.4M
UBS Group AG 0.00% Reduce -55.4% 317,085 $4.4M
Public Sector Pension Investment Board 0.02% No change 314,700 $4.3M
FIL Ltd 0.00% Reduce -81.9% 306,082 $4.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 301,105 $4.1M
Prudential Financial Inc. 0.01% Add +182.8% 243,360 $4.0M
Quadrature Capital Ltd 0.09% Add +105.1% 289,964 $4.0M
State Board of Administration of Florida Retirement System 0.01% Add +8.0% 289,347 $4.0M
Optiver Holding B.V. 0.15% Add +4011.2% 280,998 $3.9M
Alliancebernstein L.P. 0.00% Add +21.9% 262,941 $3.6M
Aviva PLC 0.01% Add +1.7% 257,156 $3.5M
Police & Firemen's Retirement System of New Jersey 0.03% Add +3.3% 247,628 $3.4M
Treasurer of the State of North Carolina 0.01% Add +3.3% 234,376 $3.2M
Graham Capital Management, L.P. 0.15% Add +4.5% 228,782 $3.1M
Dark Forest Capital Management LP 0.14% New 227,609 $3.1M
Russell Investments Group, Ltd. 0.00% Reduce -57.3% 227,266 $3.1M
Kapitalo Investimentos Ltda 0.63% No change 225,664 $3.1M
AQR Capital Management 0.00% Add +692.8% 217,557 $3.0M
Cubist Systematic Strategies, LLC 0.04% Reduce -60.9% 210,027 $2.9M
CenterBook Partners LP 0.18% New 202,894 $2.8M
BW Gestao de Investimentos Ltda. 0.31% New 200,000 $2.8M
Qsemble Capital Management, LP 0.29% Add +402.6% 196,922 $2.7M
ExodusPoint Capital Management, LP 0.04% New 193,259 $2.7M
Handelsbanken Fonder AB 0.01% Reduce -27.8% 190,856 $2.6M
Sei Investments Co. 0.00% Reduce -54.3% 183,959 $2.5M
Penserra Capital Management LLC 0.04% Reduce -5.5% 183,063 $2.5M
Absolute Gestao de Investimentos Ltda. 1.10% New 182,708 $2.5M
Public Employees Retirement System of Ohio 0.01% Reduce -60.9% 181,778 $2.5M
Squarepoint Ops LLC 0.01% Reduce -91.2% 178,864 $2.5M
Mirabella Financial Services LLP 0.10% Add +184.1% 170,099 $2.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +16.4% 159,710 $2.2M
T. Rowe Price Associates Inc. 0.00% Add +9.3% 158,342 $2.2M
Lazard Asset Management LLC 0.00% Add +140.2% 152,767 $2.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% No change 144,900 $2.0M
Korea Investment CORP 0.00% Add +3.7% 144,100 $2.0M
HSBC Holdings PLC 0.00% Add +8.8% 139,210 $1.9M
BTG Pactual Asset Management US LLC 0.25% New 140,008 $1.9M
Natixis 0.01% Add +241.8% 128,849 $1.8M
American Century Companies Inc. 0.00% Add +10.4% 129,388 $1.8M
Barings LLC 0.04% Reduce -31.2% 124,535 $1.7M
KLP Kapitalforvaltning As 0.01% No change 112,500 $1.5M
Sciencast Management LP 0.36% New 111,989 $1.5M
KBC Group NV 0.00% No change 107,186 $1.5M
Resona Asset Management Co.,Ltd. 0.01% Add +19.9% 105,225 $1.5M
National Pension Service 0.00% Reduce -11.1% 97,581 $1.3M
Barclays PLC 0.00% Reduce -44.0% 95,762 $1.3M
Oak Thistle LLC 0.26% New 92,644 $1.3M
Osaic Holdings, Inc. 0.00% Add +9.3% 89,560 $1.2M
Marshall Financial Group, LLC 0.25% Add +71.5% 83,487 $1.1M
Verition Fund Management LLC 0.01% Reduce -82.0% 81,617 $1.1M
California State Teachers Retirement System 0.00% Add +49.1% 81,054 $1.1M
Raymond James Financial Inc. 0.00% Add +151.0% 80,112 $1.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -51.3% 79,540 $1.1M
Storebrand Asset Management As 0.00% Add +4.3% 77,141 $1.1M
Danske Bank A/S 0.00% Add +20.7% 76,500 $1.1M
Point72 (DIFC) Ltd 0.10% New 73,768 $1.0M
Constellation Investimentos e Participacoes Ltda 2.82% New 73,700 $1.0M
L2 Asset Management, LLC 0.20% Add +27.9% 70,955 $976K
Fox Run Management, L.L.C. 0.15% Add +212.4% 70,707 $972K
Two Sigma Advisers, LP 0.00% New 70,028 $963K
Novem Group 0.13% Add +36.5% 68,650 $944K
Lansforsakringar Fondforvaltning AB (publ) 0.01% Reduce -50.0% 68,000 $935K
Tidal Investments LLC 0.01% Reduce -10.8% 67,697 $931K
APG Asset Management N.V. 0.00% Add +22.6% 72,700 $925K
Envestnet Asset Management Inc. 0.00% Reduce -25.4% 64,026 $880K
Manufacturers Life Insurance Company, The 0.00% Reduce -60.3% 62,412 $858K
Exchange Traded Concepts, LLC 0.01% No change 60,729 $835K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +19.7% 57,993 $797K
XTX Topco Ltd 0.04% Add +159.6% 57,711 $794K
Asset Management One Co., Ltd. 0.00% Add +7.1% 57,598 $792K
Skandinaviska Enskilda Banken AB (publ) 0.00% No change 56,196 $773K
Jane Street Group, LLC 0.00% Reduce -87.7% 55,362 $761K
Ethic Inc. 0.02% Add +112.8% 53,456 $756K
Cloverfields Capital Group, LP 0.25% Add +3.5% 54,397 $748K
Creative Planning 0.00% Add +136.9% 53,877 $741K
Teza Capital Management LLC 0.34% Reduce -81.9% 53,862 $741K
Acadian Asset Management LLC 0.00% Reduce -93.6% 50,809 $698K
LBP Am SA 0.01% Add +10.0% 49,449 $680K
Quantinno Capital Management LP 0.00% Add +158.3% 49,431 $680K
Bayforest Capital Ltd 0.29% Add +502.5% 48,763 $670K
Teacher Retirement System of Texas 0.00% New 45,410 $624K
Nomura Asset Management Co. Ltd. 0.00% Add +4.8% 44,800 $616K
Crossmark Global Holdings, Inc. 0.01% Reduce -90.4% 44,608 $613K
111 Capital 0.12% New 43,392 $597K
&partners 0.01% Add +131.7% 39,676 $592K
Two Sigma Securities, LLC 0.09% New 42,464 $584K
Neuberger Berman Group LLC 0.00% Add +88.2% 41,671 $573K
Verde Servicos Internacionais S.A. 0.31% New 40,000 $550K
Prudential PLC 0.00% Reduce -15.2% 39,326 $541K
VPR Management LLC 0.25% No change 37,068 $510K
Cetera Investment Advisers 0.00% Add +6.8% 36,478 $502K
Bayesian Capital Management, LP 0.08% New 33,700 $463K
Wealth Enhancement Advisory Services, LLC 0.00% Add +125.7% 33,334 $458K
DNB Asset Management AS 0.00% Add +13.0% 31,831 $438K
Legacy Wealth Asset Management, LLC 0.12% Add +39.2% 31,712 $436K
Macquarie Group Ltd. 0.00% Reduce -24.6% 30,208 $415K
Y-Intercept (Hong Kong) Ltd 0.03% New 29,665 $408K
Susquehanna International Group, LLP 0.00% Reduce -82.4% 29,013 $399K
Financial Advocates Investment Management 0.03% Add +3.3% 28,700 $395K
Gulf International Bank (UK) Ltd 0.01% No change 28,341 $389K
Capital Fund Management S.A. 0.00% New 28,083 $386K
Royal Bank of Canada 0.00% Reduce -42.7% 27,896 $384K
LPL Financial LLC 0.00% Reduce -2.8% 27,587 $379K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 26,200 $360K
Ieq Capital, LLC 0.00% New 25,921 $356K
Stifel Financial Corp. 0.00% Reduce -70.2% 24,847 $342K
Outlook Wealth Advisors, LLC 0.09% Add +2.1% 24,292 $334K
Dauntless Investment Group, LLC 1.23% New 24,226 $333K
Mariner, LLC 0.00% Add +51.8% 24,172 $333K
Xponance LLC 0.00% Add +1.3% 23,595 $324K
Boothbay Fund Management, LLC 0.01% Add +49.5% 23,331 $321K
DRW Securities, LLC 0.03% New 22,114 $304K
Amalgamated Bank 0.00% Reduce -0.8% 22,067 $303K
Utah Retirement Systems 0.00% No change 21,900 $301K
Principal Financial Group Inc. 0.00% Reduce -4.2% 21,460 $295K
Wolverine Trading, LLC 0.01% New 19,669 $291K
Sterling Capital Management LLC 0.00% Reduce -7.7% 20,683 $284K
LSV Asset Management 0.00% Add +46.1% 20,600 $283K
Ensign Peak Advisors, Inc 0.00% Add +89.7% 20,300 $279K
Private Advisor Group, LLC 0.00% Reduce -2.7% 20,258 $279K
Impact Partnership Wealth, LLC 0.06% Reduce -23.7% 19,265 $265K
Maryland State Retirement & Pension System 0.01% Reduce -18.2% 19,068 $262K
STRS Ohio 0.00% Add +3.3% 18,961 $261K
Guggenheim Capital LLC 0.00% Add +19.1% 18,876 $260K
Stratos Wealth Partners, LTD. 0.00% Reduce -31.0% 18,769 $258K
Tower Research Capital LLC (TRC) 0.01% Add +55.0% 18,204 $250K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +11.4% 18,127 $249K
Harvest Fund Management Co., Ltd 0.01% New 17,604 $242K
Banco Santander, S.A. 0.00% New 17,578 $242K
Campbell & CO Investment Adviser LLC 0.02% Reduce -38.8% 17,497 $241K
Caitong International Asset Management Co., Ltd 0.18% Add +93.1% 17,277 $238K
Tandem Capital Management Corp. 0.12% Reduce -1.8% 16,213 $223K
Covestor Ltd 0.15% Add +128.8% 15,870 $218K
Alaska Permanent Fund Corp 0.00% No change 13,530 $218K
Aberdeen Group plc 0.00% Reduce -14.4% 15,045 $210K
Hyperion Capital Advisors LP 0.11% Add +50.0% 15,000 $206K
Kestra Private Wealth Services, LLC 0.00% Reduce -5.3% 14,909 $205K
Entropy Technologies, LP 0.02% New 14,580 $200K
Jain Global LLC 0.00% Reduce -89.4% 14,178 $195K
Oppenheimer Asset Management Inc. 0.00% New 13,831 $190K
Merit Financial Group, LLC 0.00% Add +14.5% 13,252 $182K
Dakota Wealth Management 0.00% New 12,630 $174K
Prelude Capital Management, LLC 0.02% New 12,399 $170K
Intech Investment Management LLC 0.00% Reduce -6.0% 12,365 $170K
Snowden Capital Advisors LLC 0.01% Add +23.1% 12,340 $170K
US Bancorp \de 0.00% Add +18.4% 12,283 $169K
Wells Fargo & Company 0.00% Add +14.4% 12,219 $168K
Swiss Life Asset Management Ltd 0.00% New 11,804 $162K
Credit Agricole S A 0.00% Reduce -57.9% 11,444 $157K
Yousif Capital Management, LLC 0.00% Add +0.9% 11,399 $157K
Quarry LP 0.04% Add +16.8% 11,321 $156K
GTS Securities LLC 0.01% New 11,099 $153K
Federation des caisses Desjardins du Quebec 0.00% Add +180066.7% 10,810 $149K
Federated Hermes, Inc. 0.00% Add +6.0% 10,670 $147K
Vanguard Personalized Indexing Management, LLC 0.00% New 10,138 $139K
Atria Wealth Solutions, Inc. 0.00% New 10,000 $138K
Rakuten Investment Management, Inc. 0.00% — 8,910 $132K
MetLife Investment Management, LLC 0.00% Add +1.6% 9,129 $126K
Summit Securities Group LLC 0.09% New 8,945 $123K
PNC Financial Services Group, Inc. 0.00% Add +47.8% 8,457 $116K
Point72 Hong Kong Ltd 0.01% Add +8.6% 8,299 $114K
Cwm, LLC 0.00% Add +186.4% 8,166 $112K
Shell Asset Management Co. 0.01% Add +3.5% 7,939 $109K
Leonteq Securities AG 0.01% Reduce -43.7% 7,267 $102K
Corebridge Financial, Inc. 0.00% Reduce -1.4% 7,386 $102K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +174.4% 6,923 $100K
GAMMA Investing LLC 0.01% Add +339.4% 6,894 $95K
Signaturefd, LLC 0.00% Add +17.1% 6,236 $86K
Quadrant Capital Group LLC 0.00% Add +31.3% 6,120 $84K
Principal Securities, Inc. 0.00% No change 6,619 $78K
Blue Trust, Inc. 0.00% Add +6113.7% 4,536 $62K
Parallel Advisors, LLC 0.00% Add +218.5% 3,424 $48K
Provida Pension Fund Administrator 0.00% No change 1,858 $26K
Grove Bank & Trust 0.00% Reduce -6.7% 1,847 $25K
SBI Securities Co., Ltd. 0.00% Reduce -21.5% 1,689 $23K
Versant Capital Management, Inc 0.00% New 1,619 $22K
Altshuler Shaham Ltd 0.00% Reduce -25.8% 1,431 $20K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11054.5% 1,227 $17K
EverSource Wealth Advisors, LLC 0.00% Reduce -20.3% 988 $14K
Coldstream Capital Management Inc. 0.00% New 966 $13K
Lindbrook Capital, LLC 0.00% Add +5.0% 825 $11K
Smartleaf Asset Management LLC 0.00% Add +22.1% 701 $10K
SVB Wealth LLC 0.00% New 612 $8K
NewEdge Advisors, LLC 0.00% Reduce -40.9% 593 $8K
Clearstead Trust, LLC 0.00% New 429 $6K
Farther Finance Advisors, LLC 0.00% Add +240.2% 381 $5K
True Wealth Design, LLC 0.00% New 392 $5K
SouthState Bank Corp 0.00% New 355 $5K
Hexagon Capital Partners LLC 0.00% New 317 $4K
Geneos Wealth Management Inc. 0.00% Reduce -24.0% 272 $4K
MV Capital Management, Inc. 0.00% Add +14.6% 252 $3K
Activest Wealth Management 0.00% Add +89.3% 212 $3K
Turim 21 Investimentos Ltda. 0.00% New 205 $3K
Investors Research Corp 0.00% No change 204 $3K
Allworth Financial LP 0.00% Add +29.8% 170 $3K
Wilmington Savings Fund Society, FSB 0.00% No change 161 $2K
National Bank of Canada 0.00% Reduce -100.0% 161 $2K
Anderson Financial Strategies, LLC 0.00% New 150 $2K
Rakuten Securities, Inc. 0.00% Reduce -11.3% 125 $2K
Brooklyn Investment Group 0.00% Reduce -4.3% 112 $2K
Park Place Capital Corp 0.00% No change 103 $1K
CIBC Private Wealth Group LLC 0.00% No change 107 $1K
Whipplewood Advisors, LLC 0.00% Reduce -22.7% 58 $1K
Bell Investment Advisors, Inc 0.00% No change 69 $949
Huntington National Bank 0.00% No change 59 $812
IFP Advisors, Inc 0.00% Reduce -39.8% 50 $688
Clearstead Advisors, LLC 0.00% New 47 $647
Cromwell Holdings LLC 0.00% New 37 $509
Bruce G. Allen Investments, LLC 0.00% No change 33 $454
WealthTrak Capital Management LLC 0.00% Add +200.0% 30 $413
Rothschild Investment LLC 0.00% New 25 $344
Fifth Third Bancorp 0.00% Reduce -41.0% 23 $316
CoreCap Advisors, LLC 0.00% Reduce -46.0% 20 $275
UMB Bank, n.a. 0.00% New 10 $138
TD Private Client Wealth LLC 0.00% New 10 $138
JFS Wealth Advisors, LLC 0.00% No change 6 $83
Kimelman & Baird, LLC 0.00% No change 3 $42
Hollencrest Capital Management 0.00% No change 3 $41
Fortitude Family Office, LLC 0.00% No change 3 $41
CGC Financial Services, LLC 0.00% No change 1 $14

"% of holder's portfolio" is XP's weight in each manager's 13F, not the share of XP Inc. Class A the manager owns.