Xerox HoldingsXRX
13F holders, Q1 2024 (March 31)335holders
8famous investors
$17.90avg. 13F price*
At the end of Q1 2024, 335 institutions reported holding Xerox Holdings Corp. (XRX) in their 13F filings. The largest holders were BlackRock Inc. ($342.1M), Vanguard Group Inc. ($281.9M) and Pacer Advisors, Inc. ($201.9M). 8 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Xerox Holdings Corp.
- CUSIP
- 98421M106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $55.0M |
| Exits | 35 | $6.4M |
Ownership 335 holders
| BlackRock Inc. | 0.01% | Reduce -1.8% | 19,112,383 | $342.1M |
| Vanguard Group Inc. | 0.01% | Reduce -1.5% | 15,746,348 | $281.9M |
| Pacer Advisors, Inc. | 0.48% | Add +73.5% | 11,280,976 | $201.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.4% | 9,087,905 | $162.7M |
| LSV Asset Management | 0.23% | Reduce -2.2% | 6,109,579 | $109.4M |
| State Street Corp. | 0.00% | Add +1.1% | 5,367,812 | $97.4M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +26.1% | 2,778,279 | $49.7M |
| Geode Capital Management, LLC | 0.00% | Add +2.7% | 2,679,056 | $48.0M |
| Morgan Stanley | 0.00% | Add +92.1% | 2,573,804 | $46.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.4% | 2,020,343 | $36.2M |
| Invesco Ltd. | 0.01% | Reduce -0.2% | 2,016,138 | $36.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.9% | 1,573,229 | $28.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -16.7% | 1,507,144 | $27.0M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 1,330,789 | $23.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -23.9% | 1,302,325 | $23.3M |
| Jacobs Levy Equity Management, Inc. | 0.10% | Reduce -27.5% | 1,275,876 | $22.8M |
| Allianz Asset Management GmbH | 0.03% | Add +10.4% | 1,153,883 | $20.7M |
| Intrinsic Edge Capital Management LLC | 1.75% | Add +42.3% | 1,151,486 | $20.6M |
| Robeco Institutional Asset Management B.V. | 0.04% | Add +111.1% | 1,024,291 | $18.3M |
| Bridgeway Capital Management, LLC | 0.36% | Add +3.5% | 986,682 | $17.7M |
| AXA S.A. | 0.05% | Add +177.3% | 845,381 | $15.1M |
| Bank of America Corp. | 0.00% | Add +117.8% | 823,799 | $14.7M |
| Sound Income Strategies, LLC | 1.01% | Add +8.7% | 752,435 | $13.5M |
| Great Lakes Advisors, LLC | 0.11% | Add +0.7% | 749,050 | $13.4M |
| Walleye Capital LLC | 0.15% | Add +2864.4% | 722,270 | $12.9M |
| Advisors Asset Management, Inc. | 0.25% | Reduce -1.6% | 719,174 | $12.9M |
| Cambria Investment Management, L.P. | 0.75% | Add +92.4% | 704,168 | $12.6M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -44.4% | 629,137 | $11.3M |
| First Trust Advisors LP | 0.01% | Add +42.6% | 588,528 | $10.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -10.6% | 587,561 | $10.5M |
| Norges Bank | 0.00% | Add +7.2% | 551,851 | $9.9M |
| Globeflex Capital L P | 0.89% | Add +48.4% | 511,452 | $9.2M |
| Storebrand Asset Management As | 0.03% | No change | 511,315 | $9.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.0% | 484,630 | $8.7M |
| SG Capital Management LLC | 2.78% | New | 472,977 | $8.5M |
| Teacher Retirement System of Texas | 0.05% | Add +106.1% | 457,814 | $8.2M |
| Empowered Funds, LLC | 0.14% | Add +8.3% | 446,810 | $8.0M |
| Royce & Associates LP | 0.07% | Reduce -17.6% | 435,566 | $7.8M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -0.6% | 429,819 | $7.7M |
| Citadel Advisors | 0.01% | Add +709.2% | 406,601 | $7.3M |
| Rhumbline Advisers | 0.01% | Reduce -1.0% | 376,443 | $6.7M |
| Legal & General Group Plc | 0.00% | Reduce -1.7% | 367,044 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.2% | 345,836 | $6.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -8.0% | 345,691 | $6.2M |
| Credit Suisse AG/ | 0.01% | Add +15.1% | 326,516 | $5.8M |
| Panagora Asset Management Inc. | 0.03% | Reduce -0.5% | 316,896 | $5.7M |
| Prudential Financial Inc. | 0.01% | Reduce -8.4% | 313,635 | $5.6M |
| Renaissance Technologies | 0.01% | New | 307,497 | $5.5M |
| Caxton Associates LP | 0.33% | Add +40.8% | 270,046 | $4.8M |
| D. E. Shaw & Co. | 0.01% | Add +66.6% | 261,431 | $4.7M |
| Amundi | 0.00% | Add +359.5% | 279,205 | $4.5M |
| Edgestream Partners, L.P. | 0.22% | New | 251,892 | $4.5M |
| Barclays PLC | 0.00% | Add +21.0% | 242,928 | $4.3M |
| Moore Capital Management, LP | 0.09% | New | 240,300 | $4.3M |
| Public Sector Pension Investment Board | 0.03% | Reduce -1.2% | 231,769 | $4.1M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 230,500 | $4.1M |
| Acadian Asset Management LLC | 0.01% | New | 227,244 | $4.1M |
| Federated Hermes, Inc. | 0.01% | Add +10.9% | 213,501 | $3.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -19.7% | 209,449 | $3.7M |
| Aristeia Capital, L.L.C. | 0.25% | New | 201,290 | $3.6M |
| Sargent Investment Group, LLC | 0.70% | Reduce -22.7% | 178,930 | $3.2M |
| Tidal Investments LLC | 0.05% | Add +235.6% | 176,518 | $3.2M |
| Bridgewater Associates | 0.02% | Add +192.5% | 173,310 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +12.9% | 171,522 | $3.1M |
| Jump Financial, LLC | 0.08% | New | 169,008 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -31.3% | 167,925 | $3.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +81.2% | 165,498 | $2.9M |
| UBS Group AG | 0.00% | Add +207.7% | 161,544 | $2.9M |
| Victory Capital Management Inc. | 0.00% | Add +1.7% | 155,770 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +10.8% | 153,038 | $2.7M |
| Two Sigma Advisers, LP | 0.01% | Reduce -81.9% | 143,450 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.3% | 139,541 | $2.5M |
| New York State Teachers Retirement System | 0.00% | No change | 130,939 | $2.3M |
| Franklin Resources Inc. | 0.00% | Reduce -3.7% | 127,904 | $2.3M |
| Wedge Capital Management L L P | 0.04% | Add +36.0% | 122,598 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -6.4% | 120,442 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.3% | 115,709 | $2.1M |
| Twinbeech Capital LP | 0.04% | New | 112,466 | $2.0M |
| American Century Companies Inc. | 0.00% | Add +81.4% | 111,164 | $2.0M |
| Guggenheim Capital LLC | 0.01% | Add +12.0% | 103,729 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -87.1% | 102,232 | $1.8M |
| Verition Fund Management LLC | 0.02% | Add +313.8% | 100,242 | $1.8M |
| Texas Permanent School Fund Corp. | 0.01% | Add +1.4% | 98,961 | $1.8M |
| Alyeska Investment Group, L.P. | 0.01% | Reduce -57.2% | 94,522 | $1.7M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | No change | 93,482 | $1.7M |
| Mizuho Markets Americas LLC | 0.05% | New | 92,502 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 89,859 | $1.6M |
| Seven Eight Capital, LP | 0.17% | Add +84.3% | 88,766 | $1.6M |
| ExodusPoint Capital Management, LP | 0.02% | New | 86,101 | $1.5M |
| Citigroup Inc. | 0.00% | Add +18.0% | 85,808 | $1.5M |
| Comerica Bank | 0.01% | Add +46.8% | 83,795 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Add +52.7% | 77,177 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +20.3% | 74,510 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Add +7.9% | 72,067 | $1.3M |
| Danske Bank A/S | 0.00% | — | 70,779 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.9% | 68,883 | $1.2M |
| Susquehanna Fundamental Investments, LLC | 0.06% | New | 67,396 | $1.2M |
| Sei Investments Co. | 0.00% | Add +3.2% | 66,915 | $1.2M |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 0.55% | New | 66,000 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.9% | 65,169 | $1.2M |
| Capital Fund Management S.A. | 0.01% | New | 63,472 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.9% | 63,230 | $1.1M |
| American International Group, Inc. | 0.00% | Reduce -0.9% | 62,934 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.40% | Reduce -10.3% | 62,888 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.6% | 62,039 | $1.1M |
| Macquarie Group Ltd. | 0.00% | No change | 61,300 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 61,240 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +6.6% | 60,696 | $1.1M |
| Deutsche Bank AG | 0.00% | Add +7.6% | 58,564 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.1% | 58,034 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Reduce -10.7% | 57,727 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -5.0% | 57,618 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 57,080 | $1.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +2094.1% | 57,047 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.09% | Reduce -61.5% | 56,494 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.1% | 56,000 | $1.0M |
| Martingale Asset Management L P | 0.02% | New | 55,905 | $1.0M |
| WINTON GROUP Ltd | 0.07% | Add +93.0% | 54,751 | $980K |
| Centiva Capital, LP | 0.06% | New | 54,434 | $974K |
| Janus Henderson Group PLC | 0.00% | Reduce -0.1% | 54,445 | $974K |
| Pathstone Holdings, LLC | 0.00% | Add +1.6% | 52,900 | $947K |
| Man Group plc | 0.00% | Add +337.9% | 52,406 | $938K |
| Wbi Investments, LLC | 0.19% | New | 52,000 | $931K |
| Monograph Wealth Advisors, LLC | 0.13% | New | 50,023 | $908K |
| Quantbot Technologies LP | 0.05% | Add +63.0% | 49,054 | $878K |
| STRS Ohio | 0.00% | Reduce -11.9% | 48,000 | $859K |
| HSBC Holdings PLC | 0.00% | Add +117.8% | 47,604 | $852K |
| New York State Common Retirement Fund | 0.00% | Reduce -34.4% | 47,563 | $851K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 47,287 | $846K |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -3.8% | 46,444 | $843K |
| SummerHaven Investment Management, LLC | 0.52% | Add +1.3% | 46,320 | $829K |
| State of Wisconsin Investment Board | 0.00% | Add +162.6% | 45,371 | $812K |
| Voya Investment Management LLC | 0.00% | Reduce -1.7% | 44,998 | $805K |
| SG Americas Securities, LLC | 0.00% | Add +87.1% | 44,822 | $802K |
| Virtus Investment Advisers, LLC | 0.58% | New | 43,907 | $786K |
| Rafferty Asset Management, LLC | 0.00% | Add +6.3% | 42,290 | $757K |
| Ionic Capital Management LLC | 0.63% | New | 42,120 | $754K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 51,039 | $748K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +22.9% | 47,944 | $738K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +159.0% | 41,145 | $736K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +65.4% | 40,636 | $727K |
| Trexquant Investment LP | 0.01% | Reduce -76.2% | 40,195 | $719K |
| Marathon Capital Management | 0.17% | Reduce -75.9% | 39,823 | $713K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 38,481 | $689K |
| Maryland State Retirement & Pension System | 0.01% | No change | 41,096 | $661K |
| Janney Montgomery Scott LLC | 0.00% | Add +36.9% | 36,721 | $657K |
| Arden Trust Co | 0.09% | Reduce -0.7% | 36,292 | $650K |
| StoneX Group Inc. | 0.06% | Add +22.1% | 35,481 | $644K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +30.1% | 36,693 | $638K |
| Amalgamated Bank | 0.01% | Reduce -14.9% | 35,561 | $637K |
| SteelPeak Wealth, LLC | 0.03% | Add +30.5% | 34,822 | $632K |
| Saba Capital Management, L.P. | 0.01% | Add +57.6% | 33,926 | $607K |
| Two Sigma Investments, LP | 0.00% | Reduce -67.3% | 33,528 | $600K |
| QRG Capital Management, Inc. | 0.01% | Add +7.0% | 33,234 | $595K |
| Handelsbanken Fonder AB | 0.00% | Add +44.5% | 33,100 | $592K |
| ProShare Advisors LLC | 0.00% | Reduce -0.8% | 32,396 | $580K |
| Arizona State Retirement System | 0.00% | Reduce -2.6% | 32,089 | $574K |
| Royal Bank of Canada | 0.00% | Reduce -42.6% | 31,949 | $571K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -8.5% | 30,235 | $541K |
| Investors Research Corp | 0.12% | Add +10.2% | 29,386 | $526K |
| Credit Agricole S A | 0.01% | Add +6000.0% | 30,500 | $493K |
| Raymond James & Associates | 0.00% | Reduce -22.2% | 27,462 | $492K |
| Engineers Gate Manager LP | 0.01% | Reduce -77.5% | 27,263 | $488K |
| Gotham Asset Management | 0.01% | Add +146.1% | 26,575 | $476K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.9% | 26,539 | $475K |
| UniSuper Management Pty Ltd | 0.00% | New | 26,117 | $467K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.9% | 25,665 | $459K |
| AdvisorShares Investments LLC | 0.08% | New | 25,500 | $456K |
| Capstone Investment Advisors, LLC | 0.02% | Add +60.2% | 24,741 | $443K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 24,419 | $437K |
| GMO | 0.00% | No change | 24,400 | $437K |
| ClearAlpha Technologies LP | 0.18% | Reduce -12.5% | 23,686 | $424K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.3% | 23,314 | $417K |
| Brevan Howard Capital Management LP | 0.04% | Reduce -9.6% | 23,169 | $415K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.4% | 22,933 | $410K |
| Kovack Advisors, Inc. | 0.05% | Reduce -50.9% | 22,700 | $406K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -10.1% | 22,380 | $406K |
| Los Angeles Capital Management LLC | 0.00% | New | 22,603 | $405K |
| Shell Asset Management Co. | 0.02% | Reduce -9.1% | 32,891 | $382K |
| Diversified Trust Co. | 0.01% | Add +0.4% | 20,573 | $368K |
| New York Life Investment Management LLC | 0.00% | New | 20,180 | $361K |
| HAP Trading, LLC | 0.11% | New | 20,103 | $360K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -40.6% | 19,588 | $351K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -1.6% | 19,480 | $349K |
| Gallacher Capital Management LLC | 0.17% | New | 18,432 | $330K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +21.3% | 18,079 | $324K |
| Mackenzie Financial Corp. | 0.00% | Add +73.1% | 17,879 | $320K |
| Jane Street Group, LLC | 0.00% | Reduce -85.5% | 17,328 | $310K |
| Wellington Management Group LLP | 0.00% | No change | 17,053 | $305K |
| Quadrature Capital Ltd | 0.01% | Reduce -32.7% | 16,895 | $302K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 16,672 | $298K |
| Woodline Partners LP | 0.00% | New | 16,464 | $295K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.4% | 16,356 | $293K |
| FMR LLC | 0.00% | Add +280.6% | 16,323 | $292K |
| Coastwise Capital Group, LLC | 0.27% | New | 16,239 | $291K |
| Marex Group Ltd | 0.01% | Add +8.8% | 16,131 | $289K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -16.7% | 15,434 | $276K |
| State of Wyoming | 0.05% | New | 15,381 | $275K |
| Semanteon Capital Management, LP | 0.18% | New | 15,359 | $275K |
| Praxis Investment Management Inc. | 0.02% | No change | 15,110 | $270K |
| Prelude Capital Management, LLC | 0.02% | New | 14,919 | $267K |
| Portman Square Capital LLP | 0.27% | New | 14,652 | $262K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.3% | 14,493 | $259K |
| Ontario Teachers Pension Plan Board | 0.00% | Reduce -74.4% | 13,965 | $250K |
| Creative Planning | 0.00% | New | 13,867 | $248K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -10.5% | 13,777 | $247K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.9% | 13,356 | $239K |
| Natixis Advisors, LLC | 0.00% | New | 13,187 | $236K |
| Bank of Montreal | 0.00% | Add +3.3% | 12,534 | $235K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.0% | 12,771 | $229K |
| Vise Technologies, Inc. | 0.04% | Reduce -18.7% | 12,669 | $227K |
| Olympiad Research LP | 0.15% | New | 12,620 | $226K |
| Cetera Investment Advisers | 0.00% | New | 12,396 | $222K |
| Evergreen Capital Management LLC | 0.01% | Reduce -7.5% | 12,090 | $219K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 12,117 | $217K |
| Provenance Wealth Advisors, LLC | 0.03% | New | 11,882 | $213K |
| Vestcor Inc | 0.01% | No change | 11,749 | $210K |
| Deerfield Management Company, L.P. | 0.00% | New | 11,607 | $208K |
| TradeLink Capital LLC | 3.06% | New | 11,504 | $206K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.6% | 11,436 | $205K |
| NJ State Employees Deferred Compensation Plan | 0.02% | No change | 11,000 | $197K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.1% | 10,746 | $192K |
| Vident Advisory, LLC | 0.00% | New | 10,628 | $190K |
| Brown Advisory Inc. | 0.00% | Reduce -27.4% | 10,575 | $189K |
| Covestor Ltd | 0.12% | Add +16.2% | 10,512 | $188K |
| Versor Investments LP | 0.04% | New | 10,447 | $187K |
| Zacks Investment Management | 0.00% | Add +2.6% | 10,297 | $184K |
| Cornerstone Investment Partners, LLC | 0.01% | No change | 10,275 | $184K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.5% | 10,132 | $181K |
| Brave Asset Management Inc. | 0.05% | Reduce -51.7% | 10,089 | $181K |
| Qube Research & Technologies Ltd | 0.00% | New | 9,178 | $164K |
| ARK Investment Management | 0.00% | Reduce -11.3% | 8,763 | $157K |
| PEAK6 Investments LLC | 0.01% | New | 8,187 | $147K |
| Plato Investment Management Ltd | 0.01% | New | 6,447 | $115K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -4.0% | 6,387 | $114K |
| Walleye Trading LLC | 0.00% | Reduce -89.5% | 5,436 | $97K |
| Lazard Asset Management LLC | 0.00% | Reduce -33.8% | 5,044 | $90K |
| US Bancorp \de | 0.00% | Add +37.5% | 4,295 | $77K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,810 | $68K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,920 | $52K |
| CoreCap Advisors, LLC | 0.00% | New | 2,594 | $46K |
| EntryPoint Capital, LLC | 0.04% | New | 2,509 | $45K |
| Group One Trading LLC | 0.00% | Reduce -93.3% | 2,467 | $44K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -7.7% | 2,083 | $37K |
| National Bank of Canada | 0.00% | Reduce -21.5% | 2,076 | $28K |
| Global Wealth Strategies & Associates | 0.01% | No change | 1,515 | $27K |
| West Branch Capital LLC | 0.01% | No change | 1,447 | $26K |
| Quadrant Capital Group LLC | 0.00% | Add +60.2% | 1,397 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.3% | 1,394 | $25K |
| Retirement Group, LLC | 0.01% | New | 1,341 | $24K |
| Virtus Fund Advisers, LLC | 0.08% | New | 1,270 | $23K |
| GAMMA Investing LLC | 0.00% | Reduce -10.0% | 1,227 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 1,200 | $21K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 1,112 | $20K |
| CVA Family Office, LLC | 0.00% | Add +1.3% | 1,057 | $19K |
| Principal Securities, Inc. | 0.00% | Add +96.4% | 1,035 | $19K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,000 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 983 | $18K |
| Bessemer Group Inc. | 0.00% | No change | 962 | $17K |
| Signaturefd, LLC | 0.00% | Add +1.5% | 942 | $17K |
| Assetmark, Inc. | 0.00% | Reduce -2.3% | 905 | $16K |
| Peregrine Capital Management LLC | 0.00% | No change | 900 | $16K |
| Cwm, LLC | 0.00% | Add +9.9% | 886 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 890 | $16K |
| Rise Advisors, LLC | 0.01% | Add +541.6% | 879 | $16K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 800 | $14K |
| Mather Group, Llc. | 0.00% | New | 729 | $13K |
| Quent Capital, LLC | 0.00% | No change | 736 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -82.8% | 684 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 600 | $11K |
| Fifth Third Bancorp | 0.00% | Add +7.8% | 513 | $9K |
| Toth Financial Advisory Corp. | 0.00% | No change | 501 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.2% | 471 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 449 | $8K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -13.0% | 427 | $8K |
| Lindbrook Capital, LLC | 0.00% | No change | 419 | $8K |
| Coston, McIsaac & Partners | 0.00% | Add +1.5% | 403 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 325 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 310 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -53.8% | 300 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 282 | $5K |
| Costello Asset Management, INC | 0.00% | No change | 250 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 336 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +1.3% | 235 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Add +120.0% | 220 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | Add +685.7% | 220 | $4K |
| Venturi Wealth Management, LLC | 0.00% | Add +210.6% | 205 | $4K |
| Allworth Financial LP | 0.00% | Add +24.3% | 189 | $3K |
| Quarry LP | 0.00% | New | 189 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 187 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | New | 182 | $3K |
| Lanark Financial, Inc. | 0.00% | Reduce -18.9% | 202 | $3K |
| NFSG Corp | 0.00% | No change | 152 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +4.1% | 152 | $3K |
| PayPay Securities Corp | 0.10% | Reduce -0.9% | 112 | $2K |
| Summit Securities Group LLC | 0.00% | Reduce -96.7% | 100 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.9% | 107 | $2K |
| Huntington National Bank | 0.00% | Reduce -85.3% | 101 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 100 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 99 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 94 | $2K |
| UMB Bank, n.a. | 0.00% | Add +88.0% | 94 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +1.1% | 93 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 84 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +1.2% | 82 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 81 | $1K |
| Bangor Savings Bank | 0.00% | No change | 80 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 74 | $1K |
| Webster Bank, N. A. | 0.00% | No change | 74 | $1K |
| Sachetta, LLC | 0.00% | No change | 72 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 62 | $1K |
| AlphaQuest LLC | 0.00% | Reduce -99.7% | 59 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 53 | $949 |
| Continuum Advisory, LLC | 0.00% | New | 67 | $912 |
| Mascoma Wealth Management LLC | 0.00% | No change | 50 | $895 |
| Balefire, LLC | 0.00% | No change | 50 | $895 |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 403 | $891 |
| Avior Wealth Management, LLC | 0.00% | New | 45 | $817 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 43 | $770 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -20.0% | 40 | $712 |
| LRI Investments, LLC | 0.00% | — | 33 | $591 |
| Guardian Wealth Management, Inc. | 0.00% | No change | 29 | $523 |
| Rothschild Investment LLC | 0.00% | Add +58.8% | 27 | $483 |
| Front Row Advisors LLC | 0.00% | No change | 25 | $454 |
| Abound Wealth Management | 0.00% | No change | 25 | $448 |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 25 | $448 |
| Arax Advisory Partners | 0.00% | Reduce -48.6% | 19 | $341 |
| WR Wealth Planners, LLC | 0.00% | New | 19 | $340 |
| Parkside Financial Bank & Trust | 0.00% | New | 17 | $305 |
| Wetzel Investment Advisors, Inc. | 0.00% | Reduce -93.3% | 18 | $291 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 17 | $230 |
| TFO Wealth Partners, LLC | 0.00% | No change | 11 | $197 |
| Opal Wealth Advisors, LLC | 0.00% | New | 10 | $179 |
| Pacific Center for Financial Services | 0.00% | No change | 4 | $72 |
| MCF Advisors LLC | 0.00% | New | 1 | $19 |
"% of holder's portfolio" is XRX's weight in each manager's 13F, not the share of Xerox Holdings Corp. the manager owns.