XP Inc. Class AXP

13F holders, Q2 2025 (June 30)
313holders +17
59new positions
42sold out
9famous investors
$20.19avg. 13F price*

At the end of Q2 2025, 313 institutions reported holding XP Inc. Class A (XP) in their 13F filings, up 17 from Q1 2025. 59 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($946.2M), Capital World Investors ($840.5M) and Dodge & Cox ($693.0M). 9 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions59$651.0M
Exits42$469.9M

All 13F filers, Q1 2025 → Q2 2025: 72,784,965 shares bought and 69,259,990 shares sold, net +3,524,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

BlackRock, Inc. 0.02% Add +14.1% 46,843,083 $946.2M
Capital World Investors 0.12% Add +4.8% 41,609,086 $840.5M
Dodge & Cox 0.39% Reduce -19.4% 34,308,445 $693.0M
General Atlantic, L.P. 14.20% Reduce -13.8% 25,517,733 $515.5M
Arrowstreet Capital, Limited Partnership 0.15% Add +36.1% 10,856,191 $219.3M
State Street Corp. 0.01% Add +1.3% 9,696,864 $195.9M
Morgan Stanley 0.01% Add +101.9% 8,920,302 $180.2M
Massachusetts Financial Services Co. 0.06% New 8,673,120 $175.2M
Atmos Capital Gestao DE Recursos Ltda. 25.37% Reduce -9.4% 8,103,248 $163.7M
Orbis Allan Gray Ltd 0.79% New 8,001,932 $161.6M
Squadra Investments - Gestao DE Recursos Ltda. 39.17% Reduce -16.7% 7,704,433 $155.6M
Schroder Investment Management Group 0.12% New 7,047,885 $142.4M
Norges Bank 0.01% Add +3.2% 5,111,658 $103.3M
Geode Capital Management, LLC 0.01% Add +0.1% 4,578,191 $92.0M
Fisher Asset Management 0.04% Add +8.3% 4,513,977 $91.2M
Bank of America Corp. 0.01% Add +60.1% 4,172,651 $84.3M
Seafarer Capital Partners, LLC 22.46% No change 4,071,000 $82.2M
Canada Pension Plan Investment Board 0.07% Reduce -11.3% 3,907,937 $78.9M
FMR LLC 0.00% Add +15.8% 3,709,373 $74.9M
Voloridge Investment Management, LLC 0.26% Add +45.1% 3,502,827 $70.8M
AQR Capital Management 0.06% Add +1433.5% 3,336,183 $67.4M
Vanguard Group Inc. 0.00% Reduce -41.2% 3,096,577 $62.6M
Jennison Associates LLC 0.03% Reduce -1.2% 2,837,056 $57.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +4.9% 2,757,858 $55.7M
Northern Trust Corp. 0.01% Add +1.2% 2,687,297 $54.3M
Legal & General Group Plc 0.01% Reduce -5.1% 2,595,785 $52.4M
Los Angeles Capital Management LLC 0.19% New 2,563,564 $51.8M
Franklin Resources Inc. 0.01% Reduce -20.8% 2,488,466 $50.3M
Acadian Asset Management LLC 0.10% Add +4421.6% 2,297,353 $46.4M
Causeway Capital Management LLC 0.73% New 2,280,437 $46.1M
Ameriprise Financial Inc. 0.01% Add +37.5% 2,171,878 $43.9M
JPMorgan Chase & Co. 0.00% Add +14.6% 2,086,127 $42.1M
Baron Capital (BAMCO) 0.10% Add +14.9% 1,910,290 $38.6M
Ninety One UK Ltd 0.09% Reduce -9.0% 1,875,636 $37.9M
Goldman Sachs Group Inc. 0.01% Add +67.9% 1,866,215 $37.7M
American Century Companies Inc. 0.02% Add +1333.2% 1,854,409 $37.5M
Amundi 0.01% Add +106.3% 1,791,463 $35.2M
BNP Paribas Financial Markets 0.03% Add +46.3% 1,609,120 $32.5M
Millennium Management 0.03% Reduce -29.4% 1,591,237 $32.1M
Natixis 0.15% Add +1027.2% 1,452,319 $29.3M
Nuveen, LLC 0.01% Reduce -12.7% 1,447,118 $29.2M
First Trust Advisors LP 0.02% Reduce -21.7% 1,371,336 $27.7M
Marshall Wace, LLP 0.03% Add +57.3% 1,309,190 $26.4M
INCA Investments LLC 10.25% Reduce -3.8% 1,306,590 $26.4M
Federated Hermes, Inc. 0.05% Add +11715.4% 1,260,707 $25.5M
Bank of New York Mellon Corp 0.00% Reduce -11.0% 1,259,605 $25.4M
Cibc World Markets Corp. 0.16% Reduce -33.0% 1,228,500 $24.8M
Cibc World Market Inc. 0.05% Reduce -19.9% 1,210,200 $24.4M
Public Employees Retirement System of Ohio 0.08% Add +514.8% 1,117,636 $22.6M
Praetorian PR LLC 19.17% Reduce -16.7% 1,000,000 $20.2M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +81.5% 976,218 $19.7M
Man Group plc 0.04% Reduce -49.8% 958,732 $19.4M
TB Capital Gestao de Recursos Ltda. 16.03% — 914,777 $18.5M
JGP Global Gestao de Recursos Ltda. 8.44% Add +7.4% 854,252 $17.3M
Swiss National Bank 0.01% Reduce -0.2% 841,364 $17.0M
Sei Investments Co. 0.02% Add +326.9% 785,284 $15.9M
Absolute Gestao de Investimentos Ltda. 5.13% Add +327.1% 780,292 $15.8M
Absoluto Partners Gestao de Recursos Ltda 10.87% Reduce -6.0% 762,871 $15.4M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +6.5% 756,016 $15.3M
California Public Employees Retirement System 0.01% Add +7.2% 723,423 $14.6M
Janney Montgomery Scott LLC 0.04% Reduce -25.7% 704,197 $14.2M
Citigroup Inc. 0.01% Reduce -16.3% 692,522 $14.0M
Crossmark Global Holdings, Inc. 0.23% Add +1448.3% 690,670 $14.0M
Mackenzie Financial Corp. 0.02% Add +85.9% 675,329 $13.6M
HRT Financial LP 0.06% Add +23.5% 670,841 $13.6M
Y-Intercept (Hong Kong) Ltd 0.33% Add +2159.8% 670,364 $13.5M
Robeco Institutional Asset Management B.V. 0.02% Add +5.5% 654,510 $13.2M
PDT Partners, LLC 0.73% Add +14.1% 640,089 $12.9M
Caisse de depot et placement du Quebec 0.03% New 638,640 $12.9M
Deutsche Bank AG 0.00% Add +6.4% 594,219 $12.0M
Engineers Gate Manager LP 0.15% Add +58.8% 585,648 $11.8M
D. E. Shaw & Co. 0.01% Reduce -72.5% 499,517 $10.1M
Treasurer of the State of North Carolina 0.03% Add +105.5% 481,531 $9.7M
Pictet Asset Management Holding SA 0.01% Add +34.9% 475,255 $9.6M
UBS Group AG 0.00% Add +44.6% 458,507 $9.3M
Two Sigma Advisers, LP 0.02% Add +552.9% 457,228 $9.2M
Sustainable Growth Advisers, LP 0.05% Reduce -32.3% 455,107 $9.2M
Capitolis Liquid Global Markets LLC 0.07% New 447,000 $9.0M
Rhumbline Advisers 0.01% Reduce -1.2% 418,139 $8.4M
Russell Investments Group, Ltd. 0.01% Add +82.1% 413,858 $8.3M
Twinbeech Capital LP 0.18% New 399,512 $8.1M
Earnest Partners LLC 0.04% Reduce -21.7% 394,315 $8.0M
Voya Investment Management LLC 0.01% Add +3.4% 366,780 $7.4M
Citadel Advisors 0.01% Reduce -84.9% 362,853 $7.3M
Invesco Ltd. 0.00% Reduce -10.3% 353,475 $7.1M
Loomis Sayles & Co. L P 0.01% Add +6.2% 353,217 $7.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +17.1% 352,724 $7.1M
Cubist Systematic Strategies, LLC 0.07% Add +63.3% 342,947 $6.9M
Banco BTG Pactual S.A. 1.39% Reduce -25.6% 339,000 $6.8M
Royal London Asset Management Ltd. 0.02% Add +3.9% 331,700 $6.7M
FIL Ltd 0.01% Add +8.1% 330,991 $6.7M
Globeflex Capital L P 0.55% New 329,232 $6.7M
Verition Fund Management LLC 0.04% Add +298.4% 325,169 $6.6M
JARISLOWSKY, FRASER Ltd 0.04% Add +0.9% 325,157 $6.6M
Public Sector Pension Investment Board 0.03% No change 314,700 $6.4M
Exchange Traded Concepts, LLC 0.08% Add +396.7% 301,631 $6.1M
State Board of Administration of Florida Retirement System 0.01% Add +1.2% 292,798 $5.9M
New York State Common Retirement Fund 0.01% Reduce -21.4% 282,968 $5.7M
SPX Gestao de Recursos Ltda 0.53% Reduce -88.9% 277,825 $5.6M
Capital Fund Management S.A. 0.06% Add +883.0% 276,055 $5.6M
Aviva PLC 0.01% Add +4.2% 268,048 $5.4M
Police & Firemen's Retirement System of New Jersey 0.05% Add +0.2% 248,153 $5.0M
Two Sigma Investments, LP 0.01% New 244,523 $4.9M
Alliancebernstein L.P. 0.00% Reduce -7.5% 243,164 $4.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +311.9% 238,894 $4.7M
Assenagon Asset Management S.A. 0.01% Reduce -89.4% 227,424 $4.6M
Kapitalo Investimentos Ltda 0.99% No change 225,664 $4.6M
Constellation Investimentos e Participacoes Ltda 8.04% Add +201.4% 222,166 $4.5M
Handelsbanken Fonder AB 0.02% Add +11.5% 212,856 $4.3M
BW Gestao de Investimentos Ltda. 0.39% Add +2.1% 204,177 $4.1M
Optiver Holding B.V. 0.11% Reduce -31.2% 193,425 $3.9M
Point72 Asset Management 0.01% Reduce -47.8% 183,784 $3.7M
Storebrand Asset Management As 0.01% Add +123.2% 172,167 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +4.7% 165,834 $3.4M
Brandywine Global Investment Management, LLC 0.02% New 155,170 $3.1M
Lazard Asset Management LLC 0.00% Reduce -4.7% 145,634 $2.9M
Korea Investment CORP 0.01% Add +0.6% 145,000 $2.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% No change 144,900 $2.9M
Qsemble Capital Management, LP 0.27% Reduce -28.7% 140,346 $2.8M
HSBC Holdings PLC 0.00% Reduce -5.3% 131,837 $2.6M
KBC Group NV 0.01% Add +16.4% 124,785 $2.5M
Barings LLC 0.06% No change 124,535 $2.5M
LBP Am SA 0.04% Add +150.3% 123,779 $2.5M
Balyasny Asset Management L.P. 0.01% New 117,534 $2.4M
Graham Capital Management, L.P. 0.07% Reduce -48.9% 116,943 $2.4M
Envestnet Asset Management Inc. 0.00% Add +80.1% 115,284 $2.3M
KLP Kapitalforvaltning As 0.01% No change 112,500 $2.3M
Resona Asset Management Co.,Ltd. 0.01% Add +0.1% 105,381 $2.1M
Aquatic Capital Management LLC 0.04% New 104,803 $2.1M
WINTON GROUP Ltd 0.10% New 99,521 $2.0M
National Pension Service 0.00% No change 97,581 $2.0M
State of New Jersey Common Pension Fund D 0.01% New 96,890 $2.0M
Barclays PLC 0.00% Reduce -1.9% 93,908 $1.9M
Tidal Investments LLC 0.01% Add +36.5% 92,384 $1.9M
STRS Ohio 0.01% Add +385.6% 92,084 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -43.0% 91,010 $1.8M
Renaissance Technologies 0.00% Reduce -78.0% 90,924 $1.8M
Stifel Financial Corp. 0.00% Add +257.3% 88,775 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -3.2% 86,669 $1.8M
Danske Bank A/S 0.00% Add +13.1% 86,500 $1.7M
Charles Schwab Investment Management Inc. 0.00% Add +7.0% 85,131 $1.7M
Harvest Fund Management Co., Ltd 0.08% Add +409.6% 89,705 $1.7M
L2 Asset Management, LLC 0.27% Add +14.8% 81,491 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +24.4% 77,648 $1.6M
Itau Unibanco Holding S.A. 0.06% New 76,293 $1.5M
Neo Ivy Capital Management 0.46% New 71,499 $1.4M
Tudor Investment Corporation 0.01% New 69,672 $1.4M
Jane Street Group, LLC 0.00% Add +23.9% 68,620 $1.4M
Lansforsakringar Fondforvaltning AB (publ) 0.01% No change 68,000 $1.4M
APG Asset Management N.V. 0.00% Add +9.2% 79,400 $1.4M
Quantinno Capital Management LP 0.01% Add +33.0% 65,759 $1.3M
Creative Planning 0.00% Add +19.3% 64,283 $1.3M
&partners 0.01% Add +61.4% 64,038 $1.3M
Walleye Trading LLC 0.03% New 61,901 $1.3M
Marshall Financial Group, LLC 0.24% Reduce -23.7% 63,673 $1.2M
Sanctuary Advisors, LLC 0.01% New 61,349 $1.2M
Cloverfields Capital Group, LP 0.36% Add +9.2% 59,397 $1.2M
Asset Management One Co., Ltd. 0.00% Add +2.0% 58,740 $1.2M
Skandinaviska Enskilda Banken AB (publ) 0.00% No change 56,196 $1.1M
Nomura Asset Management Co. Ltd. 0.00% Add +25.2% 56,100 $1.1M
California State Teachers Retirement System 0.00% Reduce -34.3% 53,241 $1.1M
Novem Group 0.14% Reduce -23.2% 52,748 $1.1M
Simplex Trading, LLC 0.03% New 51,680 $1.0M
Employees Retirement System of Texas 0.01% New 49,636 $1.0M
Prudential PLC 0.01% Add +16.7% 45,881 $927K
Neuberger Berman Group LLC 0.00% Add +6.1% 44,202 $893K
HighTower Advisors, LLC 0.00% New 44,166 $892K
Jump Financial, LLC 0.01% New 42,439 $857K
Prudential Financial Inc. 0.00% Reduce -79.8% 49,155 $850K
Ieq Capital, LLC 0.01% Add +61.9% 41,969 $848K
Raymond James Financial Inc. 0.00% Reduce -50.9% 39,320 $794K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +48.9% 39,000 $788K
VPR Management LLC 0.35% No change 37,068 $749K
Mariner, LLC 0.00% Add +53.3% 37,053 $748K
Cetera Investment Advisers 0.00% Add +0.2% 36,563 $739K
Bridgefront Capital, LLC 0.19% New 35,872 $725K
Dauntless Investment Group, LLC 3.33% Add +44.8% 35,070 $708K
Inceptionr LLC 0.15% New 32,948 $666K
Private Advisor Group, LLC 0.00% Add +61.0% 32,614 $659K
Xponance LLC 0.01% Add +37.8% 32,513 $657K
Campbell & CO Investment Adviser LLC 0.04% Add +83.1% 32,042 $647K
DNB Asset Management AS 0.00% No change 31,831 $643K
Quantitative Investment Management, LLC 0.09% New 31,787 $642K
Legacy Wealth Asset Management, LLC 0.16% Add +0.2% 31,777 $642K
Teacher Retirement System of Texas 0.00% Reduce -30.2% 31,699 $640K
Gsa Capital Partners LLP 0.04% New 30,472 $616K
US Bancorp \de 0.00% Add +146.8% 30,311 $612K
Verde Servicos Internacionais S.A. 0.27% Reduce -24.3% 30,300 $612K
Macquarie Group Ltd. 0.00% No change 30,208 $610K
Diversify Advisory Services, LLC 0.02% New 34,606 $603K
Ethic Inc. 0.01% Reduce -42.8% 30,562 $602K
LPL Financial LLC 0.00% Add +6.2% 29,283 $592K
Nebula Research & Development LLC 0.05% New 29,019 $586K
Swiss Life Asset Management Ltd 0.00% Add +137.4% 28,021 $566K
DRW Securities, LLC 0.04% Add +25.9% 27,833 $563K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -20.4% 26,538 $525K
Entropy Technologies, LP 0.04% Add +76.7% 25,762 $520K
Strategic Global Advisors, LLC 0.08% New 25,098 $507K
Sterling Capital Management LLC 0.01% Add +20.6% 24,951 $504K
Teza Capital Management LLC 0.36% Reduce -55.5% 23,979 $484K
Aberdeen Group plc 0.00% Add +60.1% 24,082 $482K
Outlook Wealth Advisors, LLC 0.12% Reduce -2.4% 23,702 $479K
Financial Advocates Investment Management 0.04% Reduce -19.7% 23,055 $466K
Fieldview Capital Management, LLC 0.07% New 22,082 $446K
Liontrust Investment Partners LLP 0.01% New 22,000 $444K
Amalgamated Bank 0.00% Reduce -0.6% 21,934 $443K
Utah Retirement Systems 0.00% Reduce -2.2% 21,424 $433K
Martingale Asset Management L P 0.01% New 21,395 $432K
LSV Asset Management 0.00% No change 20,600 $416K
Ensign Peak Advisors, Inc 0.00% No change 20,300 $410K
Susquehanna Portfolio Strategies, LLC 0.01% New 19,100 $386K
Maryland State Retirement & Pension System 0.01% No change 19,068 $385K
Quadrature Capital Ltd 0.01% Reduce -93.5% 18,843 $381K
IMC-Chicago, LLC 0.01% New 18,787 $379K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +0.3% 18,181 $367K
Principal Financial Group Inc. 0.00% Reduce -17.9% 17,614 $356K
Gulf International Bank (UK) Ltd 0.01% Reduce -38.8% 17,346 $350K
Wells Fargo & Company 0.00% Add +38.9% 16,972 $343K
Wolverine Trading, LLC 0.01% Reduce -16.1% 16,500 $325K
Tandem Capital Management Corp. 0.16% Reduce -1.0% 16,053 $324K
Point72 Hong Kong Ltd 0.02% Add +92.3% 15,961 $322K
HAP Trading, LLC 0.14% New 15,770 $319K
Hyperion Capital Advisors LP 0.19% No change 15,000 $303K
111 Capital 0.05% Reduce -65.5% 14,976 $303K
Frank, Rimerman Advisors LLC 0.02% New 14,606 $295K
PharVision Advisers, LLC 0.42% New 14,437 $292K
Paragon Capital Management Ltd 0.05% New 14,311 $289K
Impact Partnership Wealth, LLC 0.05% Reduce -26.4% 14,184 $287K
Oppenheimer Asset Management Inc. 0.00% No change 13,831 $279K
V-Square Quantitative Management LLC 0.04% New 13,800 $279K
Cwm, LLC 0.00% Add +68.0% 13,723 $277K
GAMMA Investing LLC 0.02% Add +96.6% 13,556 $274K
Merit Financial Group, LLC 0.00% Add +1.8% 13,493 $273K
Applied Finance Capital Management, LLC 0.02% New 13,264 $268K
Polymer Capital Management (US) LLC 0.04% New 13,233 $267K
Federation des caisses Desjardins du Quebec 0.00% Add +19.8% 12,947 $262K
Vanguard Personalized Indexing Management, LLC 0.00% Add +26.9% 12,870 $260K
Royal Bank of Canada 0.00% Reduce -54.2% 12,777 $259K
PNC Financial Services Group, Inc. 0.00% Add +44.4% 12,212 $247K
Fairtree Asset Management (Pty) Ltd 0.18% New 11,998 $242K
Machina Capital S.A.S. 0.05% New 11,913 $241K
Diversified Trust Co. 0.01% New 11,618 $235K
Principal Securities, Inc. 0.00% Add +75.4% 11,608 $234K
Two Sigma Securities, LLC 0.03% Reduce -73.2% 11,375 $230K
Yousif Capital Management, LLC 0.00% Reduce -1.8% 11,195 $226K
Petrus Trust Company, LTA 0.02% New 11,130 $225K
Summit Global Investments 0.01% New 10,988 $222K
Banco Santander, S.A. 0.00% Reduce -38.9% 10,742 $217K
Shell Asset Management Co. 0.01% Add +34.5% 10,677 $216K
Investment House LLC 0.01% New 10,000 $202K
SG Americas Securities, LLC 0.00% Reduce -99.6% 9,907 $200K
Covestor Ltd 0.12% Reduce -38.7% 9,732 $197K
MetLife Investment Management, LLC 0.00% Reduce -8.2% 8,382 $169K
Bayforest Capital Ltd 0.07% Reduce -84.7% 7,465 $151K
Meeder Asset Management Inc. 0.01% New 5,925 $120K
Signaturefd, LLC 0.00% Reduce -8.6% 5,697 $115K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -17.3% 5,724 $114K
Quarry LP 0.03% Reduce -51.4% 5,504 $111K
Walleye Capital LLC 0.00% Reduce -99.1% 5,332 $108K
Farther Finance Advisors, LLC 0.00% Add +1058.8% 4,415 $89K
Friedenthal Financial 0.05% New 4,318 $87K
Blue Trust, Inc. 0.00% Reduce -6.1% 4,260 $86K
Versant Capital Management, Inc 0.01% Add +62.8% 2,636 $53K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.1% 2,351 $47K
Global Retirement Partners, LLC 0.00% — 2,201 $44K
Provida Pension Fund Administrator 0.00% No change 1,858 $38K
Grove Bank & Trust 0.00% Reduce -0.2% 1,844 $37K
Parallel Advisors, LLC 0.00% Reduce -51.5% 1,661 $34K
EverSource Wealth Advisors, LLC 0.00% Add +65.4% 1,634 $33K
SBI Securities Co., Ltd. 0.00% Reduce -18.5% 1,376 $28K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -28.3% 880 $18K
Larson Financial Group LLC 0.00% New 617 $12K
NewEdge Advisors, LLC 0.00% No change 593 $12K
Smartleaf Asset Management LLC 0.00% Reduce -22.5% 543 $11K
Clearstead Trust, LLC 0.00% No change 429 $9K
Geneos Wealth Management Inc. 0.00% Add +27.2% 346 $7K
SouthState Bank Corp 0.00% Reduce -9.9% 320 $6K
MAI Capital Management 0.00% New 308 $6K
Essential Partners LLC 0.00% — 299 $6K
MV Capital Management, Inc. 0.00% Add +2.0% 257 $5K
Allworth Financial LP 0.00% Add +50.0% 255 $5K
CIBC Private Wealth Group LLC 0.00% Add +129.0% 245 $5K
Investors Research Corp 0.00% No change 204 $4K
National Bank of Canada 0.00% Reduce -0.6% 160 $3K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.1% 150 $3K
Wilmington Savings Fund Society, FSB 0.00% Reduce -12.4% 141 $3K
Parkside Financial Bank & Trust 0.00% New 140 $3K
Leonteq Securities AG 0.00% Reduce -98.3% 122 $2K
Activest Wealth Management 0.00% Reduce -46.7% 113 $2K
IFP Advisors, Inc 0.00% Add +120.0% 110 $2K
Park Place Capital Corp 0.00% No change 103 $2K
Clearstead Advisors, LLC 0.00% Add +87.2% 88 $2K
Fifth Third Bancorp 0.00% Add +239.1% 78 $2K
Kilter Group LLC 0.00% New 74 $1K
Whipplewood Advisors, LLC 0.00% Add +25.9% 73 $1K
Bell Investment Advisors, Inc 0.00% No change 69 $1K
Rakuten Securities, Inc. 0.00% Reduce -53.6% 58 $1K
Brooklyn Investment Group 0.00% Reduce -49.1% 57 $1K
Cromwell Holdings LLC 0.00% Add +43.2% 53 $1K
Rothschild Investment LLC 0.00% Add +80.0% 45 $909
Physician Wealth Advisors, Inc. 0.00% New 36 $728
Huntington National Bank 0.00% Reduce -40.7% 35 $707
Bruce G. Allen Investments, LLC 0.00% No change 33 $667
WealthTrak Capital Management LLC 0.00% No change 30 $606
First Horizon Advisors, Inc. 0.00% New 20 $404
True Wealth Design, LLC 0.00% Reduce -95.2% 19 $384
UMB Bank, n.a. 0.00% Add +70.0% 17 $343
Jones Financial Companies LLLP 0.00% New 10 $197
Hollencrest Capital Management 0.00% No change 3 $61
Kimelman & Baird, LLC 0.00% No change 3 $61
JFS Wealth Advisors, LLC 0.00% Reduce -50.0% 3 $61
Stephens Consulting, LLC 0.00% New 1 $21
CGC Financial Services, LLC 0.00% No change 1 $20

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