Xerox HoldingsXRX
13F holders, Q2 2025 (June 30)292holders −10
46new positions
55sold out
6famous investors
$5.27avg. 13F price*
At the end of Q2 2025, 292 institutions reported holding Xerox Holdings Corp. (XRX) in their 13F filings, down 10 from Q1 2025. 46 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($102.3M), Vanguard Group Inc. ($75.6M) and Dimensional Fund Advisors LP ($36.8M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Xerox Holdings Corp.
- CUSIP
- 98421M106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $28.4M |
| Exits | 55 | $16.9M |
All 13F filers, Q1 2025 → Q2 2025: 18,536,540 shares bought and 14,454,896 shares sold, net +4,081,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| BlackRock, Inc. | 0.00% | Add +0.1% | 19,416,543 | $102.3M |
| Vanguard Group Inc. | 0.00% | Reduce -8.0% | 14,351,643 | $75.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -5.8% | 6,985,744 | $36.8M |
| State Street Corp. | 0.00% | Add +10.8% | 6,139,468 | $32.5M |
| UBS Group AG | 0.01% | Reduce -25.4% | 5,419,117 | $28.6M |
| Morgan Stanley | 0.00% | Add +114.2% | 3,956,849 | $20.9M |
| Marshall Wace, LLP | 0.02% | Add +71.0% | 3,928,444 | $20.7M |
| Federated Hermes, Inc. | 0.03% | Reduce -9.8% | 3,319,813 | $17.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.5% | 2,888,415 | $15.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +23.1% | 2,544,147 | $13.4M |
| Alyeska Investment Group, L.P. | 0.04% | New | 1,916,112 | $10.1M |
| Invesco Ltd. | 0.00% | Add +3.4% | 1,898,380 | $10.0M |
| Paradigm Capital Management Inc. | 0.47% | Add +45.3% | 1,810,248 | $9.5M |
| Two Sigma Investments, LP | 0.02% | Add +191.0% | 1,730,107 | $9.1M |
| Barclays PLC | 0.00% | Add +17.6% | 1,677,629 | $8.8M |
| Allianz Asset Management GmbH | 0.01% | Add +19.2% | 1,670,011 | $8.8M |
| Man Group plc | 0.02% | Add +7.9% | 1,635,143 | $8.6M |
| LSV Asset Management | 0.02% | Reduce -60.9% | 1,368,925 | $7.2M |
| Northern Trust Corp. | 0.00% | Add +6.6% | 1,361,062 | $7.2M |
| Two Sigma Advisers, LP | 0.01% | Add +390.2% | 1,327,650 | $7.0M |
| Nuveen, LLC | 0.00% | Add +21.6% | 1,199,878 | $6.3M |
| Pacer Advisors, Inc. | 0.02% | Reduce -19.1% | 1,189,031 | $6.3M |
| Sound Income Strategies, LLC | 0.35% | Add +3.9% | 1,168,559 | $6.2M |
| First Trust Advisors LP | 0.00% | Add +20.7% | 1,072,847 | $5.7M |
| Private Management Group Inc. | 0.18% | New | 1,046,068 | $5.5M |
| Millennium Management | 0.01% | Reduce -44.6% | 1,029,103 | $5.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +7.0% | 1,020,382 | $5.4M |
| Bridgeway Capital Management, LLC | 0.13% | Add +2.7% | 1,017,178 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.3% | 877,857 | $4.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +45.5% | 785,790 | $4.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +40.6% | 782,347 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 775,463 | $4.1M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -16.6% | 753,169 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +44.3% | 734,958 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 722,218 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +16.8% | 700,692 | $3.7M |
| Voloridge Investment Management, LLC | 0.01% | Add +57.7% | 696,732 | $3.7M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +41.2% | 684,715 | $3.6M |
| Verition Fund Management LLC | 0.02% | Reduce -19.4% | 672,110 | $3.5M |
| Empowered Funds, LLC | 0.04% | Add +7.8% | 667,923 | $3.5M |
| Cambria Investment Management, L.P. | 0.23% | Reduce -11.5% | 654,671 | $3.5M |
| Principal Financial Group Inc. | 0.00% | Add +0.6% | 580,020 | $3.1M |
| Bank of America Corp. | 0.00% | Add +15.3% | 568,011 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -4.7% | 566,650 | $3.0M |
| Storebrand Asset Management As | 0.01% | No change | 503,589 | $2.7M |
| Cubist Systematic Strategies, LLC | 0.03% | Add +117.8% | 501,944 | $2.6M |
| Point72 Asset Management | 0.01% | Add +83.5% | 489,399 | $2.6M |
| Caxton Associates LLP | 0.07% | No change | 489,223 | $2.6M |
| Victory Capital Management Inc. | 0.00% | Add +14.9% | 482,160 | $2.5M |
| GAMCO Investors | 0.02% | Add +7.4% | 449,150 | $2.4M |
| Group One Trading LLC | 0.08% | New | 445,150 | $2.3M |
| Parallax Volatility Advisers, L.P. | 0.11% | Add +105.1% | 423,145 | $2.2M |
| CastleKnight Management LP | 0.14% | New | 404,600 | $2.1M |
| Public Sector Pension Investment Board | 0.01% | Add +8.7% | 398,841 | $2.1M |
| Legal & General Group Plc | 0.00% | Add +3.2% | 393,770 | $2.1M |
| AQR Capital Management | 0.00% | Add +11.8% | 386,446 | $2.0M |
| Capital Fund Management S.A. | 0.02% | Add +24.6% | 378,737 | $2.0M |
| Rhumbline Advisers | 0.00% | Add +2.3% | 360,224 | $1.9M |
| Engineers Gate Manager LP | 0.02% | Reduce -31.3% | 331,967 | $1.7M |
| Squarepoint Ops LLC | 0.00% | Reduce -34.2% | 321,449 | $1.7M |
| Soviero Asset Management, LP | 1.24% | New | 320,000 | $1.7M |
| Bank of Montreal | 0.00% | Add +29.8% | 264,514 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.9% | 256,051 | $1.3M |
| Quantbot Technologies LP | 0.03% | Add +275.7% | 255,861 | $1.3M |
| Mork Capital Management, LLC | 0.96% | Add +66.7% | 250,000 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -59.9% | 230,506 | $1.2M |
| Swiss National Bank | 0.00% | No change | 230,400 | $1.2M |
| Gotham Asset Management | 0.01% | Add +1138.5% | 225,212 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +131.3% | 224,422 | $1.2M |
| Dark Forest Capital Management LP | 0.04% | New | 205,191 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +17.1% | 204,635 | $1.1M |
| Norges Bank | 0.00% | No change | 193,638 | $1.0M |
| Aristeia Capital, L.L.C. | 0.05% | New | 193,613 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +18.2% | 189,169 | $997K |
| Royal Bank of Canada | 0.00% | Add +1.3% | 188,340 | $993K |
| Jain Global LLC | 0.02% | Add +477.9% | 187,536 | $988K |
| Prudential Financial Inc. | 0.00% | Add +51.9% | 177,617 | $936K |
| Wells Fargo & Company | 0.00% | Add +10.5% | 175,878 | $927K |
| LPL Financial LLC | 0.00% | Add +60.8% | 173,223 | $913K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.9% | 164,566 | $868K |
| Kovack Advisors, Inc. | 0.08% | Add +29.5% | 161,050 | $849K |
| State of Wisconsin Investment Board | 0.00% | Add +232.1% | 155,991 | $822K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -23.7% | 154,100 | $812K |
| Counterpoint Mutual Funds LLC | 0.07% | Reduce -63.4% | 147,045 | $775K |
| Public Employees Retirement System of Ohio | 0.00% | Add +17.8% | 135,826 | $716K |
| Quantinno Capital Management LP | 0.00% | Add +461.1% | 135,747 | $715K |
| Creative Planning | 0.00% | Add +149.0% | 135,556 | $714K |
| PEAK6 LLC | 0.02% | New | 135,534 | $714K |
| Atom Investors LP | 0.06% | Reduce -21.4% | 134,026 | $706K |
| Alliancebernstein L.P. | 0.00% | Reduce -3.2% | 128,411 | $677K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Add +355.6% | 128,032 | $675K |
| Nomura Holdings Inc. | 0.01% | Reduce -38.7% | 125,784 | $663K |
| Citigroup Inc. | 0.00% | Reduce -37.0% | 125,067 | $659K |
| Guggenheim Capital LLC | 0.01% | Reduce -7.9% | 117,241 | $618K |
| New York State Teachers Retirement System | 0.00% | No change | 115,140 | $607K |
| American Century Companies Inc. | 0.00% | Add +12.8% | 112,237 | $591K |
| California State Teachers Retirement System | 0.00% | No change | 110,292 | $581K |
| STRS Ohio | 0.00% | Add +9.5% | 108,600 | $572K |
| Franklin Resources Inc. | 0.00% | Add +15.5% | 105,613 | $557K |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.8% | 96,979 | $512K |
| Voya Investment Management LLC | 0.00% | Add +41.1% | 91,315 | $481K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.3% | 86,237 | $454K |
| Sei Investments Co. | 0.00% | Reduce -21.1% | 85,085 | $448K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -7.7% | 77,585 | $409K |
| SummerHaven Investment Management, LLC | 0.26% | Add +4.7% | 75,528 | $398K |
| Simplex Trading, LLC | 0.01% | Add +95.2% | 75,276 | $396K |
| Deutsche Bank AG | 0.00% | Reduce -42.0% | 74,912 | $395K |
| Tidal Investments LLC | 0.00% | Add +3.1% | 74,788 | $394K |
| Bryce Point Capital, LLC | 0.33% | New | 72,989 | $385K |
| MetLife Investment Management, LLC | 0.00% | Add +24.4% | 70,473 | $371K |
| State of Alaska, Department of Revenue | 0.00% | Add +8.7% | 69,691 | $366K |
| SummitTX Capital, L.P. | 0.02% | Reduce -56.4% | 66,793 | $352K |
| Corient Private Wealth LP | 0.00% | New | 65,922 | $347K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.5% | 64,524 | $340K |
| Yousif Capital Management, LLC | 0.00% | Add +9.2% | 62,140 | $327K |
| Macquarie Group Ltd. | 0.00% | Reduce -4.1% | 61,300 | $323K |
| Intech Investment Management LLC | 0.00% | Reduce -42.2% | 60,988 | $321K |
| Envestnet Asset Management Inc. | 0.00% | New | 59,587 | $314K |
| Gabelli Funds LLC | 0.00% | Add +4.5% | 58,000 | $306K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 57,080 | $301K |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -12.3% | 55,580 | $293K |
| HSBC Holdings PLC | 0.00% | Add +19.3% | 55,387 | $290K |
| Comerica Bank | 0.00% | Add +22.5% | 54,820 | $289K |
| Louisiana State Employees Retirement System | 0.01% | Add +0.4% | 54,700 | $288K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -81.1% | 54,264 | $286K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 53,957 | $284K |
| Janus Henderson Group PLC | 0.00% | No change | 53,856 | $284K |
| Jefferies Financial Group Inc. | 0.00% | Add +834.1% | 53,036 | $280K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -33.2% | 46,510 | $245K |
| Quadrature Capital Ltd | 0.00% | New | 46,044 | $243K |
| Centiva Capital, LP | 0.02% | New | 44,889 | $237K |
| Nebula Research & Development LLC | 0.02% | Add +19.3% | 44,199 | $233K |
| Two Sigma Securities, LLC | 0.03% | New | 43,354 | $228K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.1% | 42,601 | $225K |
| Cerity Partners LLC | 0.00% | New | 42,263 | $223K |
| Quarry LP | 0.05% | Reduce -20.3% | 40,000 | $211K |
| Avantax Advisory Services, Inc. | 0.00% | New | 39,333 | $207K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 38,481 | $203K |
| Royce & Associates LP | 0.00% | No change | 36,854 | $194K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 36,693 | $193K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 35,234 | $186K |
| Arizona State Retirement System | 0.00% | Add +3.0% | 34,872 | $184K |
| Evergreen Capital Management LLC | 0.01% | New | 34,696 | $184K |
| Maryland State Retirement & Pension System | 0.00% | No change | 34,724 | $183K |
| FMR LLC | 0.00% | Reduce -16.0% | 33,898 | $179K |
| Amalgamated Bank | 0.00% | No change | 33,172 | $175K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 32,774 | $173K |
| Vest Financial, LLC | 0.00% | Add +42.3% | 32,635 | $172K |
| New York State Common Retirement Fund | 0.00% | No change | 30,687 | $162K |
| Aigen Investment Management, LP | 0.02% | New | 30,228 | $159K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 30,078 | $159K |
| Mariner, LLC | 0.00% | Add +92.1% | 30,039 | $158K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +8.4% | 30,035 | $158K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +107.8% | 27,488 | $157K |
| Investors Research Corp | 0.03% | No change | 29,461 | $155K |
| Covestor Ltd | 0.09% | Add +45.2% | 29,342 | $154K |
| PNC Financial Services Group, Inc. | 0.00% | Add +427.1% | 29,199 | $154K |
| Canada Pension Plan Investment Board | 0.00% | New | 28,000 | $148K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -42.6% | 27,606 | $145K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +1.1% | 26,835 | $141K |
| ProShare Advisors LLC | 0.00% | Reduce -32.2% | 26,274 | $138K |
| Cwm, LLC | 0.00% | Add +552.8% | 26,032 | $137K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 25,395 | $134K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.5% | 24,087 | $128K |
| Shell Asset Management Co. | 0.00% | Reduce -22.0% | 24,145 | $127K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.02% | Reduce -0.9% | 22,000 | $116K |
| Amundi | 0.00% | Reduce -58.4% | 19,280 | $111K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -59.1% | 20,800 | $110K |
| Coastwise Capital Group, LLC | 0.08% | Reduce -6.2% | 18,822 | $99K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.6% | 18,418 | $97K |
| Teacher Retirement System of Texas | 0.00% | Add +5.0% | 18,138 | $96K |
| Bfsg, LLC | 0.01% | New | 17,515 | $92K |
| Cetera Investment Advisers | 0.00% | Add +33.2% | 17,320 | $91K |
| Vise Technologies, Inc. | 0.00% | — | 17,152 | $90K |
| Quadrant Capital Group LLC | 0.00% | Add +1014.8% | 16,845 | $89K |
| Pictet Asset Management Holding SA | 0.00% | No change | 16,356 | $86K |
| Sigma Planning Corp | 0.00% | Add +34.3% | 15,372 | $81K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -10.8% | 15,028 | $79K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,857 | $78K |
| Prism Advisors, Inc. | 0.02% | No change | 14,171 | $75K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.2% | 13,760 | $73K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -85.5% | 13,738 | $72K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.0% | 13,351 | $70K |
| Greenwich Wealth Management LLC | 0.00% | New | 13,092 | $69K |
| Neuberger Berman Group LLC | 0.00% | Reduce -24.6% | 12,989 | $68K |
| US Bancorp \de | 0.00% | Add +196.6% | 12,555 | $66K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 12,117 | $64K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +189.8% | 11,990 | $63K |
| Vestcor Inc | 0.00% | Reduce -0.0% | 11,746 | $62K |
| CIBC Asset Management Inc | 0.00% | No change | 11,566 | $61K |
| Raymond James Financial Inc. | 0.00% | Reduce -47.3% | 11,398 | $60K |
| Coastal Bridge Advisors, LLC | 0.00% | New | 11,104 | $59K |
| Captrust Financial Advisors | 0.00% | New | 11,023 | $58K |
| SG Americas Securities, LLC | 0.00% | Reduce -88.4% | 10,726 | $57K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,908 | $57K |
| Cidel Asset Management Inc. | 0.00% | New | 10,804 | $57K |
| Blueshift Asset Management, LLC | 0.02% | Reduce -73.4% | 10,793 | $57K |
| Brooklyn Investment Group | 0.01% | Add +318.6% | 10,753 | $57K |
| Signaturefd, LLC | 0.00% | Add +330.4% | 10,658 | $56K |
| Stifel Financial Corp. | 0.00% | Reduce -14.5% | 10,657 | $56K |
| Portman Square Capital LLP | 0.11% | New | 10,581 | $56K |
| Sage Rhino Capital LLC | 0.01% | New | 10,516 | $55K |
| BTG Pactual Asset Management US LLC | 0.01% | Add +2.5% | 10,453 | $55K |
| AlphaQuest LLC | 0.01% | No change | 10,290 | $54K |
| Marathon Trading Investment Management LLC | 0.03% | No change | 10,000 | $53K |
| Plato Investment Management Ltd | 0.00% | New | 8,350 | $44K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,200 | $43K |
| Allworth Financial LP | 0.00% | Add +23.2% | 7,411 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 6,500 | $34K |
| Spire Wealth Management | 0.00% | New | 5,883 | $31K |
| 2UniFi Bank | 0.02% | Add +75.6% | 5,807 | $31K |
| Osaic Holdings, Inc. | 0.00% | Add +3.6% | 5,318 | $28K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -82.0% | 5,127 | $27K |
| Fifth Third Bancorp | 0.00% | Add +55.2% | 4,323 | $23K |
| UMB Bank, n.a. | 0.00% | Add +561.6% | 3,599 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Add +1059.7% | 3,572 | $19K |
| Sterling Capital Management LLC | 0.00% | Add +55.4% | 3,118 | $16K |
| Walleye Capital LLC | 0.00% | Reduce -95.3% | 3,021 | $16K |
| Bessemer Group Inc. | 0.00% | Add +30.2% | 2,778 | $15K |
| Parallel Advisors, LLC | 0.00% | Add +484.9% | 2,790 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +202.9% | 2,160 | $11K |
| GAMMA Investing LLC | 0.00% | Reduce -69.6% | 2,144 | $11K |
| NFSG Corp | 0.00% | No change | 2,000 | $11K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,913 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,500 | $8K |
| Deseret Mutual Benefit Administrators | 0.00% | No change | 1,112 | $6K |
| Trust Co. of Vermont | 0.00% | New | 1,100 | $6K |
| Arax Advisory Partners | 0.00% | Add +170.9% | 1,100 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,092 | $6K |
| CVA Family Office, LLC | 0.00% | Add +2.8% | 1,062 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +253.7% | 1,001 | $5K |
| MAI Capital Management | 0.00% | New | 876 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -22.1% | 858 | $5K |
| Jones Financial Companies LLLP | 0.00% | Add +75.0% | 842 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +116.6% | 719 | $4K |
| North Star Investment Management Corp. | 0.00% | Add +50.3% | 717 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +165.2% | 716 | $4K |
| National Bank of Canada | 0.00% | Reduce -73.5% | 657 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.5% | 656 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -59.8% | 664 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 509 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -91.5% | 551 | $3K |
| Private Trust Co. NA | 0.00% | Add +278.3% | 522 | $3K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 491 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +50.2% | 482 | $3K |
| Kestra Investment Management, LLC | 0.00% | No change | 472 | $2K |
| Curat Global, LLC | 0.00% | No change | 400 | $2K |
| True Wealth Design, LLC | 0.00% | New | 396 | $2K |
| Huntington National Bank | 0.00% | Reduce -26.7% | 395 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 489 | $2K |
| Coston, McIsaac & Partners | 0.00% | Add +2.7% | 457 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.8% | 306 | $2K |
| ESL Trust Services, LLC | 0.00% | No change | 300 | $2K |
| Rise Advisors, LLC | 0.00% | Add +70.8% | 263 | $1K |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 260 | $1K |
| Costello Asset Management, INC | 0.00% | No change | 250 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +78.7% | 218 | $1K |
| West Branch Capital LLC | 0.00% | No change | 214 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 204 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +3.8% | 274 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 163 | $860 |
| Rothschild Investment LLC | 0.00% | Reduce -39.6% | 137 | $722 |
| Clearstead Trust, LLC | 0.00% | New | 135 | $712 |
| Clearstead Advisors, LLC | 0.00% | No change | 125 | $659 |
| Principal Securities, Inc. | 0.00% | New | 117 | $617 |
| SJS Investment Consulting Inc. | 0.00% | Add +2.7% | 115 | $609 |
| Beacon Capital Management, LLC | 0.00% | Add +2.1% | 99 | $524 |
| Parkside Financial Bank & Trust | 0.00% | Add +53.3% | 92 | $485 |
| First Horizon Advisors, Inc. | 0.00% | Reduce -77.6% | 90 | $474 |
| Bare Financial Services, Inc | 0.00% | Reduce -47.0% | 89 | $469 |
| Millstone Evans Group, LLC | 0.00% | No change | 87 | $458 |
| Webster Bank, N. A. | 0.00% | No change | 74 | $390 |
| PayPay Securities Corp | 0.02% | Add +1.6% | 65 | $343 |
| Global Retirement Partners, LLC | 0.00% | — | 62 | $327 |
| Harbour Investments, Inc. | 0.00% | Add +1.9% | 54 | $285 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 53 | $279 |
| Country Trust Bank | 0.00% | New | 50 | $264 |
| Kimelman & Baird, LLC | 0.00% | Reduce -18.0% | 50 | $264 |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.2% | 43 | $225 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -15.9% | 37 | $195 |
| Safe Harbor Fiduciary, LLC | 0.00% | Add +3.0% | 34 | $179 |
| LRI Investments, LLC | 0.00% | No change | 33 | $174 |
| Siemens Fonds Invest GmbH | 0.00% | No change | 27 | $142 |
| Front Row Advisors LLC | 0.00% | No change | 25 | $132 |
| Fortis Group Advisors, LLC | 0.00% | No change | 25 | $132 |
| WealthTrak Capital Management LLC | 0.00% | New | 20 | $106 |
| Abound Wealth Management | 0.00% | No change | 19 | $101 |
| Ridgewood Investments LLC | 0.00% | No change | 15 | $79 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -99.8% | 7 | $37 |
| Assetmark, Inc. | 0.00% | Reduce -99.9% | 2 | $11 |
| MCF Advisors LLC | 0.00% | No change | 1 | $6 |
| Tsfg, LLC | 0.00% | Add +3.8% | 55 | $0 |
"% of holder's portfolio" is XRX's weight in each manager's 13F, not the share of Xerox Holdings Corp. the manager owns.