Xerox HoldingsXRX
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 287 institutions reported holding Xerox Holdings Corp. (XRX) in their 13F filings, down 20 from Q2 2024. 41 opened new positions and 63 sold out. The largest holders were BlackRock, Inc. ($195.4M), Pacer Advisors, Inc. ($176.1M) and Vanguard Group Inc. ($161.6M). 8 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Xerox Holdings Corp.
- CUSIP
- 98421M106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $17.8M |
| Exits | 63 | $91.8M |
All 13F filers, Q2 2024 → Q3 2024: 10,076,648 shares bought and 13,767,918 shares sold, net −3,691,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 287 holders
| BlackRock, Inc. | 0.00% | — | 18,823,747 | $195.4M |
| Pacer Advisors, Inc. | 0.39% | Add +34.9% | 16,969,127 | $176.1M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 15,564,081 | $161.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -10.9% | 7,464,948 | $77.5M |
| LSV Asset Management | 0.12% | Reduce -10.5% | 5,428,924 | $56.4M |
| State Street Corp. | 0.00% | Add +0.0% | 5,139,583 | $54.6M |
| Geode Capital Management, LLC | 0.00% | Add +2.3% | 2,808,775 | $29.2M |
| Morgan Stanley | 0.00% | Reduce -1.7% | 2,446,329 | $25.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 1,895,601 | $19.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.7% | 1,719,607 | $17.8M |
| Invesco Ltd. | 0.00% | Add +10.8% | 1,611,307 | $16.7M |
| Allianz Asset Management GmbH | 0.02% | Add +15.5% | 1,319,614 | $13.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 1,304,571 | $13.5M |
| Bridgeway Capital Management, LLC | 0.24% | Add +2.7% | 1,073,036 | $11.1M |
| Sound Income Strategies, LLC | 0.69% | Add +27.9% | 1,033,506 | $10.7M |
| Nuveen Asset Management, LLC | 0.00% | Add +6.4% | 937,066 | $9.7M |
| Citadel Advisors | 0.01% | Add +58.4% | 898,287 | $9.3M |
| Cambria Investment Management, L.P. | 0.50% | Reduce -2.5% | 803,853 | $8.3M |
| Advisors Asset Management, Inc. | 0.15% | Add +9.5% | 796,609 | $8.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.6% | 787,941 | $8.2M |
| Royce & Associates LP | 0.07% | Add +16.9% | 742,189 | $7.7M |
| First Trust Advisors LP | 0.01% | Add +31.6% | 671,370 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.8% | 595,153 | $6.2M |
| UBS Group AG | 0.00% | Add +13.6% | 573,560 | $6.0M |
| Empowered Funds, LLC | 0.09% | Add +4.8% | 560,536 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 549,182 | $5.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.3% | 545,067 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.6% | 513,131 | $5.3M |
| Storebrand Asset Management As | 0.02% | Reduce -1.5% | 503,589 | $5.2M |
| Barclays PLC | 0.00% | Add +55.5% | 469,106 | $4.9M |
| Nomura Holdings Inc. | 0.04% | Add +2.5% | 448,358 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -19.8% | 448,238 | $4.7M |
| Two Sigma Investments, LP | 0.01% | Add +214.2% | 447,777 | $4.6M |
| AXA S.A. | 0.01% | Reduce -39.9% | 434,138 | $4.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +55.7% | 424,162 | $4.4M |
| Legal & General Group Plc | 0.00% | Add +2.1% | 377,417 | $3.9M |
| Capital Fund Management S.A. | 0.04% | Add +23.2% | 365,346 | $3.8M |
| Rhumbline Advisers | 0.00% | Reduce -2.6% | 364,971 | $3.8M |
| Caxton Associates LP | 0.17% | No change | 362,733 | $3.8M |
| AQR Capital Management | 0.01% | Add +103.3% | 364,073 | $3.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -3.7% | 337,122 | $3.5M |
| Bank of Montreal | 0.00% | Reduce -14.8% | 329,075 | $3.5M |
| Renaissance Technologies | 0.01% | New | 334,624 | $3.5M |
| Group One Trading LLC | 0.14% | New | 329,860 | $3.4M |
| Prudential Financial Inc. | 0.00% | Reduce -0.9% | 318,136 | $3.3M |
| Paradigm Capital Management Inc. | 0.14% | Add +1447.5% | 309,500 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.3% | 302,176 | $3.1M |
| Mizuho Markets Americas LLC | 0.07% | Reduce -20.7% | 280,482 | $2.9M |
| Marshall Wace, LLP | 0.00% | New | 277,044 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | Add +68.4% | 266,650 | $2.8M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +414.9% | 256,821 | $2.7M |
| Bank of America Corp. | 0.00% | Reduce -50.9% | 252,483 | $2.6M |
| Public Sector Pension Investment Board | 0.01% | Reduce -2.4% | 245,280 | $2.5M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 230,400 | $2.4M |
| Federated Hermes, Inc. | 0.00% | Reduce -1.2% | 211,587 | $2.2M |
| Victory Capital Management Inc. | 0.00% | Add +10.0% | 206,368 | $2.1M |
| Quantbot Technologies LP | 0.08% | Add +112.4% | 199,773 | $2.1M |
| Wedge Capital Management L L P | 0.03% | Add +21.4% | 193,994 | $2.0M |
| Credit Agricole S A | 0.01% | Reduce -21.9% | 188,500 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.8% | 183,412 | $1.9M |
| GAMCO Investors | 0.02% | New | 175,900 | $1.8M |
| Edgestream Partners, L.P. | 0.08% | Reduce -55.8% | 168,584 | $1.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1960.4% | 163,163 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 156,652 | $1.6M |
| Millennium Management | 0.00% | Reduce -70.3% | 154,320 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +44.2% | 152,380 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -60.9% | 149,552 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 133,487 | $1.4M |
| Norges Bank | 0.00% | Reduce -81.0% | 127,097 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.5% | 126,542 | $1.3M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 115,847 | $1.2M |
| Man Group plc | 0.00% | Reduce -27.2% | 115,187 | $1.2M |
| Sei Investments Co. | 0.00% | Reduce -6.9% | 113,258 | $1.2M |
| Jefferies Financial Group Inc. | 0.02% | Add +42.1% | 107,307 | $1.1M |
| Comerica Bank | 0.00% | Add +17.6% | 103,223 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -8.1% | 102,448 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +14.0% | 102,097 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Add +38.0% | 99,264 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -4.0% | 98,568 | $1.0M |
| Franklin Resources Inc. | 0.00% | Reduce -30.7% | 93,279 | $949K |
| Trexquant Investment LP | 0.01% | New | 90,276 | $937K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.0% | 84,932 | $882K |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.4% | 77,029 | $800K |
| Nisa Investment Advisors, LLC | 0.00% | Add +42.7% | 73,147 | $778K |
| SummerHaven Investment Management, LLC | 0.45% | Add +48.5% | 70,446 | $731K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -57.7% | 70,425 | $731K |
| STRS Ohio | 0.00% | Add +22.1% | 70,100 | $728K |
| Tidal Investments LLC | 0.01% | Add +26.1% | 68,359 | $710K |
| LPL Financial LLC | 0.00% | Add +13.6% | 68,227 | $708K |
| Deutsche Bank AG | 0.00% | Add +27.5% | 68,128 | $707K |
| ProShare Advisors LLC | 0.00% | Add +149.9% | 67,786 | $704K |
| Illinois Municipal Retirement Fund | 0.01% | Add +10.4% | 67,235 | $698K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.0% | 66,746 | $693K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.6% | 65,978 | $684K |
| MetLife Investment Management, LLC | 0.00% | Reduce -3.5% | 65,857 | $684K |
| State of Wisconsin Investment Board | 0.00% | Reduce -21.8% | 65,216 | $677K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.1% | 63,889 | $663K |
| D. E. Shaw & Co. | 0.00% | Add +150.2% | 62,174 | $645K |
| Macquarie Group Ltd. | 0.00% | No change | 61,300 | $636K |
| Verition Fund Management LLC | 0.00% | New | 60,224 | $625K |
| FMR LLC | 0.00% | Reduce -33.0% | 57,104 | $593K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -10.3% | 57,096 | $593K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 57,080 | $592K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.8% | 55,900 | $580K |
| Janus Henderson Group PLC | 0.00% | No change | 53,856 | $559K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.2% | 52,330 | $543K |
| Rafferty Asset Management, LLC | 0.00% | Add +19.6% | 50,562 | $525K |
| IMC-Chicago, LLC | 0.01% | Add +106.0% | 50,042 | $519K |
| Entropy Technologies, LP | 0.05% | Add +250.6% | 48,802 | $507K |
| Voya Investment Management LLC | 0.00% | Add +4.8% | 48,544 | $504K |
| Intech Investment Management LLC | 0.01% | New | 48,007 | $498K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -34.5% | 47,884 | $497K |
| Dynamic Technology Lab Private Ltd | 0.05% | Add +112.5% | 47,869 | $497K |
| Royal Bank of Canada | 0.00% | Add +64.8% | 43,897 | $456K |
| Sherbrooke Park Advisers LLC | 0.10% | New | 43,771 | $454K |
| Engineers Gate Manager LP | 0.01% | Reduce -77.4% | 41,315 | $429K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -2.0% | 39,043 | $405K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 38,481 | $399K |
| Verus Capital Partners, LLC | 0.04% | Add +11.2% | 38,358 | $398K |
| Point72 Asset Management | 0.00% | Add +39.2% | 38,312 | $398K |
| New York State Common Retirement Fund | 0.00% | Reduce -22.7% | 36,787 | $382K |
| Quartz Partners, LLC | 0.23% | — | 36,128 | $375K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 36,693 | $375K |
| Martingale Asset Management L P | 0.01% | Reduce -34.4% | 35,209 | $365K |
| Deerfield Management Company, L.P. | 0.01% | New | 34,420 | $357K |
| Amalgamated Bank | 0.00% | Reduce -1.9% | 34,360 | $357K |
| Arizona State Retirement System | 0.00% | Add +2.9% | 33,974 | $353K |
| Handelsbanken Fonder AB | 0.00% | No change | 33,100 | $343K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 32,774 | $340K |
| Shell Asset Management Co. | 0.01% | — | 32,320 | $335K |
| Marathon Capital Management | 0.08% | Reduce -16.3% | 30,898 | $321K |
| Gabelli Funds LLC | 0.00% | New | 30,000 | $311K |
| Investors Research Corp | 0.07% | Add +1.1% | 29,711 | $308K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -43.8% | 28,815 | $299K |
| HSBC Holdings PLC | 0.00% | Reduce -64.0% | 28,782 | $297K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +34.5% | 26,934 | $286K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 27,302 | $283K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.8% | 27,235 | $283K |
| Atom Investors LP | 0.03% | Reduce -85.9% | 27,191 | $282K |
| Janney Montgomery Scott LLC | 0.00% | Add +28.3% | 26,021 | $270K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.7% | 25,442 | $264K |
| Mackenzie Financial Corp. | 0.00% | Add +41.2% | 25,249 | $262K |
| Raymond James & Associates | 0.00% | Reduce -13.4% | 24,787 | $257K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.4% | 24,713 | $257K |
| Coastwise Capital Group, LLC | 0.21% | Add +13.8% | 24,075 | $250K |
| Headlands Technologies LLC | 0.03% | New | 22,165 | $230K |
| Creative Planning | 0.00% | New | 21,715 | $225K |
| Bridgefront Capital, LLC | 0.09% | New | 21,522 | $223K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -10.8% | 21,355 | $222K |
| Cetera Investment Advisers | 0.00% | Add +72.7% | 20,895 | $217K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -71.0% | 21,161 | $215K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 20,724 | $215K |
| United Capital Financial Advisors, LLC | 0.00% | Add +82.0% | 20,540 | $213K |
| Amundi | 0.00% | Add +19.9% | 20,354 | $207K |
| SG Americas Securities, LLC | 0.00% | Reduce -13.4% | 19,591 | $203K |
| Brown Advisory Inc. | 0.00% | Add +45.9% | 19,075 | $198K |
| Teza Capital Management LLC | 0.02% | Reduce -1.2% | 19,052 | $198K |
| American Century Companies Inc. | 0.00% | Reduce -75.8% | 18,970 | $197K |
| AlphaQuest LLC | 0.02% | Reduce -69.6% | 18,836 | $196K |
| Covestor Ltd | 0.12% | Add +29.2% | 18,277 | $190K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.3% | 17,600 | $183K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -7.4% | 17,390 | $181K |
| Squarepoint Ops LLC | 0.00% | Reduce -81.1% | 16,744 | $174K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 16,672 | $173K |
| Pictet Asset Management Holding SA | 0.00% | No change | 16,356 | $170K |
| Pathstone Holdings, LLC | 0.00% | Reduce -47.9% | 16,260 | $169K |
| Aquatic Capital Management LLC | 0.00% | Reduce -89.3% | 15,600 | $162K |
| Corton Capital Inc. | 0.08% | New | 15,109 | $157K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,857 | $154K |
| Praxis Investment Management Inc. | 0.01% | Reduce -8.9% | 13,770 | $143K |
| Ieq Capital, LLC | 0.00% | New | 13,409 | $139K |
| Walleye Capital LLC | 0.00% | New | 13,012 | $135K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 12,117 | $126K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 11,882 | $123K |
| Vestcor Inc | 0.00% | No change | 11,749 | $122K |
| GTS Securities LLC | 0.00% | New | 11,575 | $120K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.4% | 11,183 | $116K |
| Cwm, LLC | 0.00% | Add +381.3% | 10,897 | $113K |
| Brave Asset Management Inc. | 0.03% | Add +0.7% | 10,159 | $105K |
| &partners | 0.00% | New | 10,070 | $105K |
| PNC Financial Services Group, Inc. | 0.00% | Add +34.8% | 9,673 | $100K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -82.5% | 10,587 | $96K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.6% | 7,664 | $80K |
| ARK Investment Management | 0.00% | Reduce -0.6% | 7,425 | $77K |
| Virtus Investment Advisers, LLC | 0.06% | No change | 6,807 | $71K |
| Sterling Capital Management LLC | 0.00% | — | 6,787 | $70K |
| Plato Investment Management Ltd | 0.01% | Reduce -31.0% | 6,447 | $67K |
| US Bancorp \de | 0.00% | Add +42.3% | 6,353 | $66K |
| KBC Group NV | 0.00% | No change | 4,999 | $52K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +644.0% | 4,583 | $48K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,810 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.9% | 2,911 | $30K |
| Gladius Capital Management LP | 0.02% | New | 2,841 | $29K |
| National Bank of Canada | 0.00% | Add +34.1% | 2,785 | $29K |
| Geneos Wealth Management Inc. | 0.00% | Add +174.6% | 2,702 | $28K |
| Fifth Third Bancorp | 0.00% | Add +138.8% | 2,192 | $23K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,813 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,810 | $19K |
| Larson Financial Group LLC | 0.00% | No change | 1,507 | $16K |
| West Branch Capital LLC | 0.01% | No change | 1,447 | $15K |
| Assetmark, Inc. | 0.00% | Add +59.3% | 1,435 | $15K |
| Virtus Fund Advisers, LLC | 0.06% | No change | 1,312 | $14K |
| GAMMA Investing LLC | 0.00% | Add +89.4% | 1,292 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1,155 | $12K |
| CVA Family Office, LLC | 0.00% | Reduce -1.0% | 1,123 | $12K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 1,112 | $12K |
| CoreCap Advisors, LLC | 0.00% | Add +1.9% | 1,066 | $11K |
| Bessemer Group Inc. | 0.00% | Add +11.4% | 1,072 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -14.8% | 1,004 | $10K |
| NFSG Corp | 0.00% | New | 1,000 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 975 | $10K |
| Rise Advisors, LLC | 0.00% | Add +2.2% | 914 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 890 | $9K |
| Blue Trust, Inc. | 0.00% | Reduce -22.1% | 789 | $9K |
| Hall Laurie J Trustee | 0.00% | New | 842 | $9K |
| Picton Mahoney Asset Management | 0.00% | Add +1064.0% | 873 | $9K |
| International Assets Investment Management, LLC | 0.00% | No change | 800 | $8K |
| Earned Wealth Advisors, LLC | 0.00% | New | 766 | $8K |
| Quent Capital, LLC | 0.00% | No change | 736 | $8K |
| Allworth Financial LP | 0.00% | Add +123.0% | 689 | $7K |
| UMB Bank, n.a. | 0.00% | Add +445.4% | 660 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.8% | 651 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +130.2% | 626 | $6K |
| Sachetta, LLC | 0.00% | Add +400.0% | 500 | $5K |
| Contravisory Investment Management, Inc. | 0.00% | New | 471 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 444 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +22.8% | 420 | $4K |
| Elequin Capital, LP | 0.01% | New | 404 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +2.2% | 419 | $4K |
| Arax Advisory Partners | 0.00% | No change | 349 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +19.5% | 325 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.4% | 321 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +14.3% | 279 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 250 | $3K |
| True Wealth Design, LLC | 0.00% | New | 216 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -16.1% | 198 | $2K |
| Optiver Holding B.V. | 0.00% | Add +211.3% | 193 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +2.1% | 244 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -41.9% | 169 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 148 | $2K |
| Quadrant Capital Group LLC | 0.00% | Reduce -82.7% | 147 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -10.9% | 131 | $1K |
| Lindbrook Capital, LLC | 0.00% | Reduce -16.4% | 127 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 125 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 109 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 403 | $1K |
| Rothschild Investment LLC | 0.00% | Add +189.2% | 107 | $1K |
| Huntington National Bank | 0.00% | Reduce -22.3% | 101 | $1K |
| First Horizon Advisors, Inc. | 0.00% | No change | 99 | $1K |
| Tsfg, LLC | 0.00% | New | 50 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 94 | $976 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -9.2% | 89 | $924 |
| IFP Advisors, Inc | 0.00% | Reduce -72.3% | 83 | $863 |
| Bangor Savings Bank | 0.00% | No change | 80 | $830 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -33.3% | 74 | $769 |
| Webster Bank, N. A. | 0.00% | No change | 74 | $768 |
| Continuum Advisory, LLC | 0.00% | Add +193.6% | 91 | $763 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +36.0% | 68 | $706 |
| Harbour Investments, Inc. | 0.00% | Reduce -15.6% | 65 | $676 |
| Manchester Capital Management LLC | 0.00% | Reduce -53.2% | 65 | $675 |
| Global Retirement Partners, LLC | 0.00% | No change | 62 | $644 |
| Kimelman & Baird, LLC | 0.00% | Reduce -55.1% | 61 | $634 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 53 | $550 |
| First Command Advisory Services, Inc. | 0.00% | New | 50 | $519 |
| NewEdge Advisors, LLC | 0.00% | Add +23.5% | 42 | $436 |
| MV Capital Management, Inc. | 0.00% | New | 39 | $405 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 31 | $323 |
| PayPay Securities Corp | 0.03% | Reduce -39.2% | 31 | $322 |
| LRI Investments, LLC | 0.00% | No change | 33 | $277 |
| Northwest Investment Counselors, LLC | 0.00% | New | 26 | $271 |
| Front Row Advisors LLC | 0.00% | No change | 25 | $266 |
| Tompkins Financial Corp. | 0.00% | New | 25 | $260 |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 25 | $260 |
| Asset Dedication, LLC | 0.00% | New | 25 | $260 |
| Fortis Group Advisors, LLC | 0.00% | No change | 25 | $260 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +140.0% | 24 | $249 |
| Avior Wealth Management, LLC | 0.00% | No change | 23 | $245 |
| Parkside Financial Bank & Trust | 0.00% | Add +25.0% | 20 | $208 |
| Abound Wealth Management | 0.00% | New | 19 | $198 |
| Ridgewood Investments LLC | 0.00% | Reduce -6.3% | 15 | $156 |
| Semmax Financial Advisors Inc. | 0.00% | Add +5.9% | 18 | $154 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 13 | $135 |
| Mendota Financial Group, LLC | 0.00% | New | 9 | $94 |
| Principal Securities, Inc. | 0.00% | Reduce -99.5% | 6 | $62 |
| MCF Advisors LLC | 0.00% | No change | 1 | $11 |
| Roble, Belko & Company, Inc | 0.00% | New | 40 | $0 |
| Hemington Wealth Management | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is XRX's weight in each manager's 13F, not the share of Xerox Holdings Corp. the manager owns.