Xerox HoldingsXRX
13F holders, Q1 2025 (March 31)302holders +21
56new positions
35sold out
7famous investors
$4.84avg. 13F price*
At the end of Q1 2025, 302 institutions reported holding Xerox Holdings Corp. (XRX) in their 13F filings, up 21 from Q4 2024. 56 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($93.7M), Vanguard Group Inc. ($75.4M) and Dimensional Fund Advisors LP ($35.8M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Xerox Holdings Corp.
- CUSIP
- 98421M106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $17.5M |
| Exits | 35 | $11.4M |
All 13F filers, Q4 2024 → Q1 2025: 21,664,051 shares bought and 25,241,820 shares sold, net −3,577,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| BlackRock, Inc. | 0.00% | Reduce -3.4% | 19,401,926 | $93.7M |
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 15,604,667 | $75.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.1% | 7,413,252 | $35.8M |
| UBS Group AG | 0.01% | Add +10.3% | 7,266,326 | $35.1M |
| State Street Corp. | 0.00% | Reduce -1.2% | 5,542,391 | $27.5M |
| Federated Hermes, Inc. | 0.04% | Add +2035.4% | 3,682,002 | $17.8M |
| LSV Asset Management | 0.04% | Reduce -22.8% | 3,501,659 | $16.9M |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 2,933,461 | $14.2M |
| Marshall Wace, LLP | 0.01% | Add +66.7% | 2,297,445 | $11.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.0% | 2,066,576 | $10.0M |
| Millennium Management | 0.01% | Add +583.6% | 1,856,411 | $9.0M |
| Morgan Stanley | 0.00% | Reduce -19.9% | 1,847,078 | $8.9M |
| Invesco Ltd. | 0.00% | Add +7.7% | 1,836,657 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +37.7% | 1,575,229 | $7.6M |
| Man Group plc | 0.02% | Add +276.8% | 1,515,987 | $7.3M |
| Pacer Advisors, Inc. | 0.02% | Reduce -92.4% | 1,469,503 | $7.1M |
| Barclays PLC | 0.00% | Add +438.1% | 1,426,022 | $6.9M |
| Allianz Asset Management GmbH | 0.01% | Reduce -0.3% | 1,401,542 | $6.8M |
| Northern Trust Corp. | 0.00% | Reduce -9.1% | 1,277,239 | $6.2M |
| Paradigm Capital Management Inc. | 0.33% | Add +2392.4% | 1,246,200 | $6.0M |
| Sound Income Strategies, LLC | 0.32% | Add +2.0% | 1,124,318 | $5.4M |
| Bridgeway Capital Management, LLC | 0.12% | Reduce -5.9% | 990,099 | $4.8M |
| Nuveen, LLC | 0.00% | — | 986,473 | $4.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +348.8% | 953,827 | $4.6M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -3.2% | 902,569 | $4.4M |
| First Trust Advisors LP | 0.00% | Reduce -10.2% | 889,040 | $4.3M |
| Verition Fund Management LLC | 0.02% | Add +132.4% | 833,469 | $4.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.7% | 804,915 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +875.6% | 750,713 | $3.6M |
| Cambria Investment Management, L.P. | 0.25% | Reduce -8.8% | 739,947 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +60.2% | 736,226 | $3.6M |
| HRT Financial LP | 0.02% | New | 722,323 | $3.5M |
| Empowered Funds, LLC | 0.04% | Add +2.1% | 619,381 | $3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.2% | 600,018 | $2.9M |
| Citadel Advisors | 0.00% | Add +668.4% | 594,501 | $2.9M |
| Two Sigma Investments, LP | 0.01% | Add +31.4% | 594,458 | $2.9M |
| Principal Financial Group Inc. | 0.00% | Add +2.7% | 576,351 | $2.8M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Add +57.8% | 574,050 | $2.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +16.8% | 556,390 | $2.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 540,109 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +91.4% | 509,185 | $2.5M |
| Storebrand Asset Management As | 0.01% | No change | 503,589 | $2.4M |
| Bank of America Corp. | 0.00% | Add +110.8% | 492,473 | $2.4M |
| Caxton Associates LLP | 0.08% | — | 489,223 | $2.4M |
| Squarepoint Ops LLC | 0.01% | Add +121.9% | 488,771 | $2.4M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +389.8% | 484,950 | $2.3M |
| Engineers Gate Manager LP | 0.04% | Add +12.3% | 482,963 | $2.3M |
| Voloridge Investment Management, LLC | 0.01% | Add +170.8% | 441,856 | $2.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -23.2% | 419,619 | $2.0M |
| Shah Capital Management | 0.41% | New | 418,794 | $2.0M |
| GAMCO Investors | 0.02% | Add +11.2% | 418,350 | $2.0M |
| Counterpoint Mutual Funds LLC | 0.28% | New | 401,185 | $1.9M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 381,401 | $1.8M |
| Public Sector Pension Investment Board | 0.01% | Add +27.3% | 366,953 | $1.8M |
| Rhumbline Advisers | 0.00% | Reduce -2.7% | 352,047 | $1.7M |
| Tudor Investment Corporation | 0.01% | New | 347,654 | $1.7M |
| AQR Capital Management | 0.00% | Add +71.7% | 345,631 | $1.7M |
| Capital Fund Management S.A. | 0.02% | Add +16.8% | 304,000 | $1.5M |
| Los Angeles Capital Management LLC | 0.01% | Add +1530.9% | 286,843 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -6.5% | 270,850 | $1.3M |
| Point72 Asset Management | 0.00% | Reduce -76.4% | 266,627 | $1.3M |
| Aquatic Capital Management LLC | 0.03% | New | 232,196 | $1.1M |
| Cubist Systematic Strategies, LLC | 0.01% | Add +1715.0% | 230,507 | $1.1M |
| Swiss National Bank | 0.00% | No change | 230,400 | $1.1M |
| ExodusPoint Capital Management, LP | 0.01% | New | 227,596 | $1.1M |
| Parallax Volatility Advisers, L.P. | 0.04% | Add +61.7% | 206,299 | $996K |
| Nomura Holdings Inc. | 0.01% | Reduce -32.4% | 205,102 | $991K |
| Bank of Montreal | 0.00% | Reduce -22.7% | 203,788 | $984K |
| Prudential Financial Inc. | 0.00% | Reduce -1.5% | 116,955 | $983K |
| Brevan Howard Capital Management LP | 0.03% | Add +334.7% | 201,970 | $976K |
| Citigroup Inc. | 0.00% | Add +13.2% | 198,537 | $959K |
| Graham Capital Management, L.P. | 0.04% | Add +121.1% | 197,260 | $953K |
| Norges Bank | 0.00% | No change | 193,638 | $935K |
| Royal Bank of Canada | 0.00% | Reduce -7.9% | 185,926 | $899K |
| XTX Topco Ltd | 0.04% | Add +440.2% | 179,787 | $868K |
| BNP Paribas Financial Markets | 0.00% | Reduce -64.1% | 174,733 | $844K |
| Atom Investors LP | 0.10% | Add +241.8% | 170,465 | $823K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.6% | 161,428 | $779K |
| Jane Street Group, LLC | 0.00% | Add +30.7% | 160,014 | $773K |
| Wells Fargo & Company | 0.00% | Reduce -70.7% | 159,180 | $769K |
| Twinbeech Capital LP | 0.01% | New | 158,561 | $766K |
| SummitTX Capital, L.P. | 0.03% | — | 153,024 | $739K |
| Mork Capital Management, LLC | 0.57% | New | 150,000 | $725K |
| Alliancebernstein L.P. | 0.00% | Reduce 0.0% | 132,611 | $641K |
| Deutsche Bank AG | 0.00% | Reduce -7.0% | 129,102 | $624K |
| Guggenheim Capital LLC | 0.01% | Add +11.1% | 127,317 | $615K |
| Kovack Advisors, Inc. | 0.06% | Add +102.0% | 124,400 | $601K |
| Public Employees Retirement System of Ohio | 0.00% | New | 115,326 | $557K |
| New York State Teachers Retirement System | 0.00% | Reduce -2.5% | 115,140 | $556K |
| California State Teachers Retirement System | 0.00% | No change | 110,292 | $533K |
| Mackenzie Financial Corp. | 0.00% | Add +539.0% | 108,558 | $524K |
| Sei Investments Co. | 0.00% | Reduce -1.1% | 107,782 | $521K |
| LPL Financial LLC | 0.00% | Add +39.8% | 107,724 | $520K |
| Intech Investment Management LLC | 0.01% | Add +61.5% | 105,498 | $510K |
| American Century Companies Inc. | 0.00% | Add +679.0% | 99,488 | $481K |
| STRS Ohio | 0.00% | Add +51.5% | 99,200 | $479K |
| Russell Investments Group, Ltd. | 0.00% | Add +10.9% | 97,010 | $469K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +35.1% | 94,769 | $458K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.5% | 93,040 | $449K |
| SG Americas Securities, LLC | 0.00% | New | 92,716 | $448K |
| Franklin Resources Inc. | 0.00% | Reduce -3.8% | 91,433 | $442K |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.4% | 89,931 | $435K |
| Verus Capital Partners, LLC | 0.04% | Add +68.9% | 84,480 | $408K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +3.4% | 84,324 | $407K |
| Rafferty Asset Management, LLC | 0.00% | Add +66.3% | 84,091 | $406K |
| Credit Agricole S A | 0.00% | Reduce -58.0% | 82,499 | $398K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 74,609 | $360K |
| Tidal Investments LLC | 0.00% | Reduce -0.6% | 72,501 | $350K |
| SummerHaven Investment Management, LLC | 0.24% | Add +2.4% | 72,129 | $348K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +79.9% | 69,580 | $336K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.3% | 69,047 | $333K |
| Quantessence Capital LLC | 0.08% | New | 68,800 | $332K |
| Quantbot Technologies LP | 0.01% | Reduce -77.5% | 68,108 | $329K |
| Walleye Capital LLC | 0.00% | Add +584.9% | 64,830 | $313K |
| Voya Investment Management LLC | 0.00% | Add +17.0% | 64,697 | $312K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -2.5% | 64,122 | $309K |
| Macquarie Group Ltd. | 0.00% | Add +4.3% | 63,911 | $309K |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -0.7% | 63,388 | $306K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.9% | 60,728 | $293K |
| Janus Henderson Group PLC | 0.00% | No change | 53,856 | $276K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 57,080 | $276K |
| Yousif Capital Management, LLC | 0.00% | Add +5.7% | 56,907 | $275K |
| MetLife Investment Management, LLC | 0.00% | Reduce -18.9% | 56,651 | $274K |
| Gabelli Funds LLC | 0.00% | Add +7.8% | 55,500 | $268K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.5% | 54,500 | $263K |
| Creative Planning | 0.00% | Add +138.7% | 54,443 | $263K |
| Versor Investments LP | 0.04% | Add +269.9% | 52,900 | $256K |
| KLP Kapitalforvaltning As | 0.00% | No change | 50,900 | $251K |
| Natixis | 0.00% | New | 51,000 | $249K |
| Quarry LP | 0.06% | New | 50,159 | $242K |
| Magnetar Financial LLC | 0.00% | New | 48,137 | $233K |
| State of Tennessee, Department of Treasury | 0.00% | Add +0.1% | 48,058 | $232K |
| Axq Capital, LP | 0.09% | Add +148.2% | 47,929 | $231K |
| State of Wisconsin Investment Board | 0.00% | Reduce -29.8% | 46,972 | $227K |
| HSBC Holdings PLC | 0.00% | Reduce -71.2% | 46,426 | $224K |
| Comerica Bank | 0.00% | Reduce -56.5% | 44,755 | $216K |
| Handelsbanken Fonder AB | 0.00% | No change | 43,500 | $210K |
| Bridgefront Capital, LLC | 0.06% | New | 42,652 | $206K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -24.7% | 41,302 | $199K |
| Blueshift Asset Management, LLC | 0.08% | New | 40,534 | $196K |
| FMR LLC | 0.00% | Reduce -88.5% | 40,338 | $195K |
| Amundi | 0.00% | Reduce -17.4% | 46,348 | $194K |
| ProShare Advisors LLC | 0.00% | Reduce -15.3% | 38,772 | $187K |
| Simplex Trading, LLC | 0.01% | New | 38,557 | $186K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 38,481 | $186K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 36,693 | $180K |
| Nebula Research & Development LLC | 0.02% | New | 37,061 | $179K |
| Royce & Associates LP | 0.00% | No change | 36,854 | $178K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +29.1% | 35,234 | $170K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -11.1% | 34,724 | $168K |
| Arizona State Retirement System | 0.00% | Reduce -1.1% | 33,868 | $164K |
| Amalgamated Bank | 0.00% | Reduce -2.6% | 33,172 | $160K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 32,774 | $158K |
| Jain Global LLC | 0.00% | Reduce -45.4% | 32,450 | $157K |
| Shell Asset Management Co. | 0.01% | Reduce -4.0% | 30,944 | $149K |
| New York State Common Retirement Fund | 0.00% | No change | 30,687 | $148K |
| Semanteon Capital Management, LP | 0.08% | Reduce -49.5% | 29,508 | $143K |
| Investors Research Corp | 0.03% | Add +1.3% | 29,461 | $142K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.5% | 28,429 | $141K |
| Sherbrooke Park Advisers LLC | 0.06% | New | 28,249 | $136K |
| Susquehanna Portfolio Strategies, LLC | 0.06% | New | 28,100 | $136K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.2% | 27,694 | $134K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -2.6% | 26,535 | $128K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 25,395 | $123K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.8% | 24,707 | $122K |
| Caitong International Asset Management Co., Ltd | 0.09% | Add +944.2% | 25,208 | $122K |
| Quantinno Capital Management LP | 0.00% | New | 24,192 | $117K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 16,945 | $112K |
| Vest Financial, LLC | 0.00% | Add +99.1% | 22,941 | $111K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 22,618 | $109K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.02% | Add +85.0% | 22,200 | $107K |
| Raymond James Financial Inc. | 0.00% | Reduce -12.4% | 21,612 | $104K |
| Covestor Ltd | 0.07% | Reduce -8.3% | 20,203 | $98K |
| Wolverine Trading, LLC | 0.00% | Add +6.6% | 18,991 | $97K |
| Coastwise Capital Group, LLC | 0.08% | Reduce -3.8% | 20,060 | $97K |
| Brave Asset Management Inc. | 0.03% | Add +78.2% | 18,235 | $88K |
| Gotham Asset Management | 0.00% | Reduce -70.8% | 18,185 | $88K |
| SBI Securities Co., Ltd. | 0.00% | Add +21.6% | 17,281 | $83K |
| Teacher Retirement System of Texas | 0.00% | New | 17,273 | $83K |
| Neuberger Berman Group LLC | 0.00% | New | 17,223 | $83K |
| Ieq Capital, LLC | 0.00% | New | 17,124 | $83K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.8% | 16,852 | $81K |
| Pictet Asset Management Holding SA | 0.00% | No change | 16,356 | $79K |
| Mariner, LLC | 0.00% | New | 15,635 | $76K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,857 | $72K |
| Janney Montgomery Scott LLC | 0.00% | New | 14,820 | $72K |
| Prism Advisors, Inc. | 0.02% | Add +16.4% | 14,171 | $68K |
| RiverFront Investment Group, LLC | 0.00% | Add +25.1% | 14,055 | $68K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.4% | 13,230 | $64K |
| Cetera Investment Advisers | 0.00% | Reduce -27.7% | 13,001 | $63K |
| Stifel Financial Corp. | 0.00% | Reduce -58.7% | 12,468 | $60K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 12,117 | $59K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.2% | 11,817 | $57K |
| Vestcor Inc | 0.00% | No change | 11,749 | $57K |
| Summit Trail Advisors, LLC | 0.00% | New | 11,496 | $57K |
| Entropy Technologies, LP | 0.01% | New | 11,590 | $56K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.7% | 11,566 | $56K |
| Sigma Planning Corp | 0.00% | New | 11,450 | $55K |
| &partners | 0.00% | Reduce -35.0% | 11,785 | $53K |
| Fox Run Management, L.L.C. | 0.01% | New | 10,371 | $50K |
| AlphaQuest LLC | 0.01% | Reduce -56.6% | 10,290 | $50K |
| BTG Pactual Asset Management US LLC | 0.01% | New | 10,198 | $49K |
| FORA Capital, LLC | 0.00% | New | 10,086 | $49K |
| Marathon Trading Investment Management LLC | 0.03% | No change | 10,000 | $48K |
| Coldstream Capital Management Inc. | 0.00% | New | 9,147 | $44K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +115.2% | 8,200 | $40K |
| GAMMA Investing LLC | 0.00% | Add +569.7% | 7,045 | $34K |
| Larson Financial Group LLC | 0.00% | Add +331.8% | 6,507 | $31K |
| Mission Financial Group, LLC | 0.03% | — | 24,054 | $31K |
| KBC Group NV | 0.00% | Reduce -31.6% | 6,306 | $30K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -95.3% | 5,678 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | Add +110.8% | 5,539 | $27K |
| Allworth Financial LP | 0.00% | Add +137.7% | 6,014 | $25K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.9% | 5,134 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,583 | $22K |
| 2UniFi Bank | 0.01% | New | 3,307 | $22K |
| US Bancorp \de | 0.00% | Add +7.7% | 4,233 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.5% | 4,138 | $20K |
| FNY Investment Advisers, LLC | 0.01% | New | 4,000 | $19K |
| Cwm, LLC | 0.00% | Add +251.1% | 3,988 | $19K |
| Fifth Third Bancorp | 0.00% | Add +69.3% | 2,785 | $13K |
| Picton Mahoney Asset Management | 0.00% | Reduce -28.3% | 2,694 | $13K |
| Assetmark, Inc. | 0.00% | Add +35.3% | 2,604 | $13K |
| Brooklyn Investment Group | 0.00% | Add +10176.0% | 2,569 | $12K |
| Signaturefd, LLC | 0.00% | Add +138.1% | 2,476 | $12K |
| National Bank of Canada | 0.00% | Reduce -13.0% | 2,475 | $12K |
| Bessemer Group Inc. | 0.00% | Add +92.0% | 2,133 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -66.7% | 2,000 | $10K |
| Sterling Capital Management LLC | 0.00% | Reduce -80.1% | 2,007 | $10K |
| NFSG Corp | 0.00% | No change | 2,000 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 1,653 | $8K |
| Quadrant Capital Group LLC | 0.00% | New | 1,511 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,500 | $7K |
| Hexagon Capital Partners LLC | 0.00% | Add +16.9% | 1,163 | $6K |
| Deseret Mutual Benefit Administrators | 0.00% | No change | 1,112 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -57.9% | 1,101 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,092 | $5K |
| Caption Management, LLC | 0.00% | New | 1,082 | $5K |
| CVA Family Office, LLC | 0.00% | Reduce -10.8% | 1,033 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -24.5% | 717 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1326.0% | 713 | $3K |
| Lindbrook Capital, LLC | 0.00% | Add +211.9% | 655 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 600 | $3K |
| UMB Bank, n.a. | 0.00% | Reduce -6.7% | 544 | $3K |
| Huntington National Bank | 0.00% | Add +433.7% | 539 | $3K |
| Jones Financial Companies LLLP | 0.00% | Reduce -63.6% | 481 | $2K |
| North Star Investment Management Corp. | 0.00% | Reduce -46.4% | 477 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +42.0% | 477 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 472 | $2K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 403 | $2K |
| Coston, McIsaac & Partners | 0.00% | Add +3.0% | 445 | $2K |
| Lazard Asset Management LLC | 0.00% | New | 419 | $2K |
| Arax Advisory Partners | 0.00% | New | 406 | $2K |
| First Horizon Advisors, Inc. | 0.00% | New | 402 | $2K |
| Curat Global, LLC | 0.00% | — | 400 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +637.8% | 332 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 321 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 308 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -67.5% | 283 | $1K |
| ESL Trust Services, LLC | 0.00% | No change | 300 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Add +39.2% | 270 | $1K |
| Summit Securities Group LLC | 0.00% | Add +163.0% | 263 | $1K |
| Costello Asset Management, INC | 0.00% | No change | 250 | $1K |
| Rothschild Investment LLC | 0.00% | Add +513.5% | 227 | $1K |
| West Branch Capital LLC | 0.00% | No change | 214 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 264 | $1K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 178 | $860 |
| Bare Financial Services, Inc | 0.00% | New | 168 | $811 |
| Manchester Capital Management LLC | 0.00% | New | 166 | $802 |
| Rise Advisors, LLC | 0.00% | Reduce -83.6% | 154 | $744 |
| WPG Advisers, LLC | 0.00% | New | 145 | $700 |
| Stonebridge Financial Group, LLC | 0.00% | No change | 143 | $691 |
| Private Trust Co. NA | 0.00% | No change | 138 | $667 |
| Clearstead Advisors, LLC | 0.00% | No change | 125 | $604 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +577.8% | 122 | $589 |
| IFP Advisors, Inc | 0.00% | No change | 52 | $551 |
| SJS Investment Consulting Inc. | 0.00% | Add +2.8% | 112 | $543 |
| Beacon Capital Management, LLC | 0.00% | Add +3.2% | 97 | $467 |
| Rialto Wealth Management, LLC | 0.00% | New | 91 | $440 |
| Millstone Evans Group, LLC | 0.00% | No change | 87 | $420 |
| Webster Bank, N. A. | 0.00% | No change | 74 | $357 |
| PayPay Securities Corp | 0.02% | Add +77.8% | 64 | $312 |
| Kimelman & Baird, LLC | 0.00% | No change | 61 | $295 |
| Parkside Financial Bank & Trust | 0.00% | New | 60 | $290 |
| Harbour Investments, Inc. | 0.00% | Reduce -19.7% | 53 | $257 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 53 | $256 |
| First Command Advisory Services, Inc. | 0.00% | No change | 50 | $242 |
| NewEdge Advisors, LLC | 0.00% | No change | 49 | $239 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 44 | $213 |
| Anderson Financial Strategies, LLC | 0.00% | No change | 39 | $188 |
| Bell Investment Advisors, Inc | 0.00% | No change | 37 | $179 |
| Safe Harbor Fiduciary, LLC | 0.00% | Add +3.1% | 33 | $159 |
| LRI Investments, LLC | 0.00% | No change | 33 | $159 |
| Siemens Fonds Invest GmbH | 0.00% | New | 27 | $130 |
| Front Row Advisors LLC | 0.00% | No change | 25 | $124 |
| Fortis Group Advisors, LLC | 0.00% | No change | 25 | $121 |
| Abound Wealth Management | 0.00% | No change | 19 | $92 |
| Ridgewood Investments LLC | 0.00% | No change | 15 | $72 |
| SVB Wealth LLC | 0.00% | New | 9 | $43 |
| Blue Trust, Inc. | 0.00% | New | 5 | $24 |
| MCF Advisors LLC | 0.00% | No change | 1 | $5 |
| Tsfg, LLC | 0.00% | Add +1.9% | 53 | $0 |
"% of holder's portfolio" is XRX's weight in each manager's 13F, not the share of Xerox Holdings Corp. the manager owns.