Xerox HoldingsXRX
13F holders, Q3 2025 (September 30)277holders −15
44new positions
56sold out
9famous investors
$3.76avg. 13F price*
At the end of Q3 2025, 277 institutions reported holding Xerox Holdings Corp. (XRX) in their 13F filings, down 15 from Q2 2025. 44 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($41.3M), Vanguard Group Inc. ($39.1M) and Dimensional Fund Advisors LP ($24.6M). 9 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $23.7M |
| Exits | 56 | $32.8M |
All 13F filers, Q2 2025 → Q3 2025: 19,240,228 shares bought and 40,133,168 shares sold, net −20,892,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 277 holders
| BlackRock, Inc. | 0.00% | Reduce -43.4% | 10,993,525 | $41.3M |
| Vanguard Group Inc. | 0.00% | Reduce -27.6% | 10,397,351 | $39.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -6.4% | 6,540,519 | $24.6M |
| State Street Corp. | 0.00% | Reduce -28.3% | 4,401,031 | $16.7M |
| Marshall Wace, LLP | 0.02% | Reduce -3.2% | 3,801,550 | $14.3M |
| Paradigm Capital Management Inc. | 0.57% | Add +92.9% | 3,491,200 | $13.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.9% | 2,644,113 | $9.9M |
| Two Sigma Investments, LP | 0.01% | Add +43.1% | 2,476,689 | $9.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -18.9% | 2,343,865 | $8.8M |
| Morgan Stanley | 0.00% | Reduce -42.3% | 2,285,259 | $8.6M |
| UBS Group AG | 0.00% | Reduce -60.3% | 2,148,977 | $8.1M |
| Millennium Management | 0.01% | Add +108.6% | 2,146,505 | $8.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +141.0% | 2,115,531 | $8.0M |
| Two Sigma Advisers, LP | 0.02% | Add +57.1% | 2,086,350 | $7.8M |
| Allianz Asset Management GmbH | 0.01% | Add +10.8% | 1,851,034 | $7.0M |
| Man Group plc | 0.01% | Add +10.4% | 1,805,512 | $6.8M |
| Barclays PLC | 0.00% | Reduce -4.2% | 1,607,378 | $6.0M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +123.2% | 1,528,219 | $5.7M |
| D. E. Shaw & Co. | 0.00% | New | 1,401,156 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +92.7% | 1,392,028 | $5.2M |
| LSV Asset Management | 0.01% | Reduce -6.8% | 1,275,875 | $4.8M |
| Citadel Advisors | 0.00% | Add +116.9% | 1,229,229 | $4.6M |
| Northern Trust Corp. | 0.00% | Reduce -11.0% | 1,211,726 | $4.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +15.3% | 1,176,711 | $4.4M |
| Pacer Advisors, Inc. | 0.01% | Reduce -2.9% | 1,155,148 | $4.3M |
| First Eagle Investment Management, LLC | 0.01% | New | 1,152,500 | $4.3M |
| Private Management Group Inc. | 0.12% | Add +0.5% | 1,051,054 | $4.0M |
| Parallax Volatility Advisers, L.P. | 0.12% | Add +116.1% | 914,487 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +372.7% | 894,179 | $3.4M |
| Bridgeway Capital Management, LLC | 0.07% | Reduce -15.5% | 859,576 | $3.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -1.3% | 775,354 | $2.9M |
| Point72 Asset Management | 0.01% | Add +52.8% | 747,690 | $2.8M |
| Tudor Investment Corporation | 0.02% | New | 745,685 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Add +264.0% | 744,934 | $2.8M |
| Engineers Gate Manager LP | 0.03% | Add +107.8% | 689,685 | $2.6M |
| Soviero Asset Management, LP | 1.49% | Add +100.0% | 640,000 | $2.4M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -19.2% | 608,695 | $2.3M |
| Cubist Systematic Strategies, LLC | 0.03% | Add +18.5% | 594,713 | $2.2M |
| Empowered Funds, LLC | 0.02% | Reduce -11.3% | 592,094 | $2.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -27.9% | 564,381 | $2.1M |
| Storebrand Asset Management As | 0.01% | No change | 503,589 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 497,633 | $1.9M |
| Jump Financial, LLC | 0.02% | New | 455,259 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -42.2% | 448,142 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +97.0% | 442,196 | $1.7M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 433,213 | $1.6M |
| GAMCO Investors | 0.02% | Reduce -4.8% | 427,600 | $1.6M |
| CastleKnight Management LP | 0.08% | No change | 404,600 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -78.9% | 399,866 | $1.5M |
| Nuveen, LLC | 0.00% | Reduce -68.4% | 379,683 | $1.4M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Add +192.5% | 374,466 | $1.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 369,366 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Add +14.8% | 369,039 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -5.3% | 365,964 | $1.4M |
| Capital Fund Management S.A. | 0.01% | Reduce -7.5% | 350,307 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -50.4% | 347,572 | $1.3M |
| Quantbot Technologies LP | 0.03% | Add +33.1% | 340,678 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -54.9% | 331,647 | $1.2M |
| Brevan Howard Capital Management LP | 0.02% | Add +107.8% | 320,160 | $1.2M |
| Kovack Advisors, Inc. | 0.10% | Add +72.7% | 278,050 | $1.0M |
| Jain Global LLC | 0.01% | Add +40.7% | 263,942 | $992K |
| Wells Fargo & Company | 0.00% | Add +45.6% | 256,126 | $963K |
| Mork Capital Management, LLC | 0.65% | No change | 250,000 | $940K |
| Swiss National Bank | 0.00% | No change | 230,400 | $866K |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -3.5% | 222,406 | $836K |
| Legal & General Group Plc | 0.00% | Reduce -45.4% | 215,006 | $808K |
| Rhumbline Advisers | 0.00% | Reduce -44.3% | 200,750 | $755K |
| Natixis | 0.00% | New | 200,000 | $752K |
| LPL Financial LLC | 0.00% | Add +13.0% | 195,743 | $736K |
| Nomura Holdings Inc. | 0.00% | Add +52.2% | 191,411 | $720K |
| SummerHaven Investment Management, LLC | 0.36% | Add +120.0% | 166,150 | $625K |
| Verition Fund Management LLC | 0.00% | Reduce -75.4% | 165,308 | $622K |
| Bank of America Corp. | 0.00% | Reduce -70.9% | 165,100 | $621K |
| Renaissance Technologies | 0.00% | New | 162,100 | $609K |
| Atom Investors LP | 0.05% | Add +18.2% | 158,368 | $595K |
| Royal Bank of Canada | 0.00% | Reduce -20.2% | 150,246 | $564K |
| Macquarie Group Ltd. | 0.00% | Add +100.0% | 122,600 | $553K |
| Voya Investment Management LLC | 0.00% | Add +57.7% | 144,023 | $542K |
| Graham Capital Management, L.P. | 0.03% | New | 140,931 | $530K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.08% | Add +28581.5% | 140,826 | $530K |
| Caxton Associates LLP | 0.01% | Reduce -72.1% | 136,570 | $514K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 135,826 | $511K |
| Bank of Montreal | 0.00% | Reduce -48.8% | 135,330 | $509K |
| Alliancebernstein L.P. | 0.00% | Reduce -1.6% | 126,346 | $475K |
| American Century Companies Inc. | 0.00% | Add +9.5% | 122,878 | $462K |
| Group One Trading LLC | 0.01% | Reduce -74.1% | 115,377 | $434K |
| Oxford Asset Management LLP | 0.14% | New | 110,733 | $416K |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 109,077 | $410K |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.1% | 108,687 | $409K |
| STRS Ohio | 0.00% | No change | 108,600 | $408K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.0% | 107,573 | $404K |
| Weiss Asset Management LP | 0.01% | New | 105,444 | $396K |
| Guggenheim Capital LLC | 0.00% | Reduce -14.2% | 100,546 | $378K |
| Franklin Resources Inc. | 0.00% | Reduce -10.2% | 94,892 | $357K |
| Federated Hermes, Inc. | 0.00% | Reduce -97.3% | 90,909 | $342K |
| Deutsche Bank AG | 0.00% | Add +12.0% | 83,881 | $315K |
| Los Angeles Capital Management LLC | 0.00% | Add +44.7% | 78,539 | $295K |
| Sei Investments Co. | 0.00% | Reduce -8.4% | 77,925 | $293K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -89.0% | 76,944 | $289K |
| Citigroup Inc. | 0.00% | Reduce -40.2% | 74,790 | $281K |
| Quadrature Capital Ltd | 0.00% | Add +61.3% | 74,257 | $279K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -55.0% | 74,131 | $278K |
| Prudential Financial Inc. | 0.00% | Reduce -58.5% | 73,634 | $277K |
| Point72 (DIFC) Ltd | 0.02% | New | 61,760 | $232K |
| MetLife Investment Management, LLC | 0.00% | Reduce -14.4% | 60,321 | $227K |
| Intech Investment Management LLC | 0.00% | Reduce -3.8% | 58,689 | $221K |
| SummitTX Capital, L.P. | 0.01% | Reduce -15.3% | 56,569 | $213K |
| Creative Planning | 0.00% | Reduce -58.4% | 56,338 | $212K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.3% | 55,272 | $208K |
| Numerai GP LLC | 0.03% | New | 54,712 | $206K |
| SG Americas Securities, LLC | 0.00% | Add +403.8% | 54,040 | $203K |
| Janus Henderson Group PLC | 0.00% | No change | 53,856 | $203K |
| PEAK6 LLC | 0.01% | Reduce -60.5% | 53,609 | $202K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +51.5% | 53,371 | $201K |
| Dark Forest Capital Management LP | 0.01% | Reduce -74.8% | 51,685 | $194K |
| Gabelli Funds LLC | 0.00% | Reduce -12.1% | 51,000 | $192K |
| Corient Private Wealth LP | 0.00% | Reduce -25.6% | 49,076 | $185K |
| Blueshift Asset Management, LLC | 0.06% | Add +345.3% | 48,065 | $181K |
| Aigen Investment Management, LP | 0.03% | Add +58.0% | 47,760 | $180K |
| PharVision Advisers, LLC | 0.10% | New | 46,824 | $176K |
| Lombard Odier Asset Management (USA) Corp | 0.05% | New | 45,900 | $173K |
| SBI Securities Co., Ltd. | 0.00% | Add +138.3% | 43,891 | $165K |
| HSBC Holdings PLC | 0.00% | Reduce -22.0% | 43,196 | $162K |
| Jupiter Asset Management Ltd. | 0.00% | New | 39,895 | $150K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.1% | 39,559 | $149K |
| ExodusPoint Capital Management, LP | 0.00% | New | 38,989 | $147K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -31.8% | 38,930 | $146K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 36,693 | $137K |
| Arizona State Retirement System | 0.00% | Add +1.1% | 35,271 | $133K |
| Verus Capital Partners, LLC | 0.01% | New | 35,100 | $132K |
| Sanctuary Advisors, LLC | 0.00% | Add +150.8% | 33,479 | $126K |
| Virtu Financial LLC | 0.01% | New | 33,117 | $125K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 32,774 | $123K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +28.1% | 32,521 | $122K |
| Sterling Capital Management LLC | 0.00% | Add +929.1% | 32,087 | $121K |
| Hudson Bay Capital Management LP | 0.00% | New | 32,065 | $121K |
| New York State Common Retirement Fund | 0.00% | No change | 30,687 | $115K |
| Investors Research Corp | 0.02% | No change | 29,461 | $111K |
| Sigma Planning Corp | 0.00% | Add +84.5% | 28,366 | $107K |
| Gotham Asset Management | 0.00% | Reduce -87.7% | 27,794 | $105K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 27,606 | $104K |
| Evergreen Capital Management LLC | 0.00% | Reduce -25.4% | 25,890 | $98K |
| Sound Income Strategies, LLC | 0.01% | Reduce -97.6% | 28,189 | $98K |
| Quantinno Capital Management LP | 0.00% | Reduce -82.2% | 24,107 | $91K |
| Commonwealth Equity Services, LLC | 0.00% | Add +116.8% | 23,647 | $89K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +95.6% | 23,456 | $88K |
| Yousif Capital Management, LLC | 0.00% | Reduce -62.4% | 23,354 | $88K |
| Covestor Ltd | 0.05% | Reduce -21.7% | 22,982 | $87K |
| Credit Agricole S A | 0.00% | — | 23,000 | $86K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -54.1% | 21,325 | $80K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -30.3% | 20,976 | $79K |
| KLP Kapitalforvaltning As | 0.00% | No change | 20,800 | $79K |
| ProShare Advisors LLC | 0.00% | Reduce -23.4% | 20,140 | $76K |
| Brave Asset Management Inc. | 0.02% | New | 19,500 | $73K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -31.1% | 19,300 | $73K |
| Cetera Investment Advisers | 0.00% | Add +4.1% | 18,032 | $68K |
| Coastwise Capital Group, LLC | 0.05% | Reduce -4.4% | 17,999 | $68K |
| Portman Square Capital LLP | 0.16% | Add +58.8% | 16,807 | $63K |
| Bfsg, LLC | 0.01% | Reduce -4.2% | 16,775 | $63K |
| Pictet Asset Management Holding SA | 0.00% | No change | 16,356 | $61K |
| Walleye Capital LLC | 0.00% | Add +432.9% | 16,100 | $61K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -73.4% | 15,844 | $60K |
| Teacher Retirement System of Texas | 0.00% | Reduce -15.3% | 15,360 | $58K |
| Brooklyn Investment Group | 0.01% | No change | 10,753 | $57K |
| Marathon Trading Investment Management LLC | 0.02% | Add +50.0% | 15,000 | $56K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,857 | $56K |
| Cidel Asset Management Inc. | 0.00% | Add +34.3% | 14,505 | $55K |
| R Squared Ltd | 0.02% | New | 14,197 | $53K |
| Prism Advisors, Inc. | 0.01% | No change | 14,171 | $53K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 13,735 | $52K |
| Summit Trail Advisors, LLC | 0.00% | New | 13,525 | $51K |
| Victory Capital Management Inc. | 0.00% | Reduce -97.2% | 13,386 | $50K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -52.1% | 13,157 | $48K |
| BTG Pactual Asset Management US LLC | 0.01% | Add +21.4% | 12,693 | $48K |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,555 | $47K |
| State of Wisconsin Investment Board | 0.00% | Reduce -92.0% | 12,396 | $47K |
| Laurion Capital Management LP | 0.01% | New | 12,357 | $46K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.01% | Reduce -45.5% | 12,000 | $45K |
| IHT Wealth Management, LLC | 0.00% | New | 11,647 | $44K |
| US Bancorp \de | 0.00% | Reduce -9.0% | 11,424 | $43K |
| Wolverine Trading, LLC | 0.00% | New | 11,330 | $43K |
| Boothbay Fund Management, LLC | 0.00% | New | 11,325 | $43K |
| Socha Financial Group, LLC | 0.02% | New | 11,324 | $43K |
| Shell Asset Management Co. | 0.00% | Reduce -53.5% | 11,230 | $42K |
| AlphaQuest LLC | 0.00% | No change | 10,290 | $39K |
| Greenwich Wealth Management LLC | 0.00% | Reduce -22.8% | 10,102 | $38K |
| LMR Partners LLP | 0.00% | New | 10,000 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -18.8% | 9,840 | $37K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -32.0% | 9,338 | $35K |
| Quarry LP | 0.01% | Reduce -78.9% | 8,430 | $32K |
| Plato Investment Management Ltd | 0.00% | No change | 8,350 | $31K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,200 | $31K |
| Comerica Bank | 0.00% | Reduce -86.0% | 7,689 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -76.3% | 6,921 | $26K |
| Allworth Financial LP | 0.00% | Reduce -9.5% | 6,710 | $25K |
| Cwm, LLC | 0.00% | Reduce -75.3% | 6,431 | $24K |
| Spire Wealth Management | 0.00% | No change | 5,883 | $22K |
| 2UniFi Bank | 0.01% | No change | 5,807 | $22K |
| Quadrant Capital Group LLC | 0.00% | Reduce -66.8% | 5,593 | $21K |
| Signaturefd, LLC | 0.00% | Reduce -47.6% | 5,586 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.8% | 5,085 | $19K |
| FMR LLC | 0.00% | Reduce -85.6% | 4,868 | $18K |
| Point72 Europe (London) LLP | 0.00% | New | 4,831 | $18K |
| Amalgamated Bank | 0.00% | Reduce -87.6% | 4,123 | $16K |
| Acadian Asset Management LLC | 0.00% | New | 4,318 | $16K |
| Atlantic Union Bankshares Corp | 0.00% | New | 3,878 | $15K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.4% | 2,904 | $11K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +841.5% | 2,881 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 2,162 | $8K |
| NFSG Corp | 0.00% | No change | 2,000 | $8K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 1,913 | $7K |
| National Bank of Canada | 0.00% | Add +147.6% | 1,627 | $6K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -96.3% | 1,405 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,500 | $6K |
| Fifth Third Bancorp | 0.00% | Reduce -65.7% | 1,481 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,387 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -37.5% | 1,340 | $5K |
| Deseret Mutual Benefit Administrators | 0.00% | No change | 1,112 | $4K |
| Jones Financial Companies LLLP | 0.00% | Add +31.5% | 1,107 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,092 | $4K |
| CVA Family Office, LLC | 0.00% | Add +0.7% | 1,069 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -62.4% | 1,050 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -75.4% | 879 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -23.4% | 767 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -10.7% | 586 | $2K |
| North Star Investment Management Corp. | 0.00% | Reduce -21.2% | 565 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -23.1% | 553 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -75.6% | 527 | $2K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 474 | $2K |
| Blue Trust, Inc. | 0.00% | New | 466 | $2K |
| UMB Bank, n.a. | 0.00% | Reduce -87.3% | 457 | $2K |
| Wealthspire Advisors, LLC | 0.00% | New | 412 | $2K |
| Curat Global, LLC | 0.00% | No change | 400 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -20.1% | 385 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4214.3% | 302 | $1K |
| ESL Trust Services, LLC | 0.00% | No change | 300 | $1K |
| PayPay Securities Corp | 0.04% | Add +313.9% | 269 | $1K |
| Coston, McIsaac & Partners | 0.00% | Add +0.7% | 460 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -47.0% | 352 | $1K |
| Bessemer Group Inc. | 0.00% | Reduce -85.8% | 396 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -66.8% | 169 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -63.1% | 264 | $993 |
| Johnson Financial Group, Inc. | 0.00% | New | 250 | $956 |
| Costello Asset Management, INC | 0.00% | No change | 250 | $940 |
| Salomon & Ludwin, LLC | 0.00% | New | 242 | $908 |
| Bare Financial Services, Inc | 0.00% | Add +149.4% | 222 | $835 |
| West Branch Capital LLC | 0.00% | No change | 214 | $805 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 204 | $768 |
| Advisory Services Network, LLC | 0.00% | New | 185 | $696 |
| Rise Advisors, LLC | 0.00% | Reduce -39.5% | 159 | $599 |
| Clearstead Trust, LLC | 0.00% | No change | 135 | $508 |
| Clearstead Advisors, LLC | 0.00% | No change | 125 | $470 |
| SJS Investment Consulting Inc. | 0.00% | Add +0.9% | 116 | $437 |
| Huntington National Bank | 0.00% | Reduce -74.4% | 101 | $380 |
| Raffa Wealth Management, LLC | 0.00% | New | 90 | $338 |
| Millstone Evans Group, LLC | 0.00% | No change | 87 | $327 |
| Principal Securities, Inc. | 0.00% | Reduce -25.6% | 87 | $327 |
| Rothschild Investment LLC | 0.00% | Reduce -40.1% | 82 | $308 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -64.2% | 78 | $293 |
| CIBC Private Wealth Group LLC | 0.00% | New | 75 | $282 |
| Webster Bank, N. A. | 0.00% | No change | 74 | $278 |
| Global Retirement Partners, LLC | 0.00% | No change | 62 | $233 |
| Harbour Investments, Inc. | 0.00% | No change | 54 | $204 |
| Country Trust Bank | 0.00% | No change | 50 | $188 |
| Kimelman & Baird, LLC | 0.00% | No change | 50 | $188 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 37 | $148 |
| LRI Investments, LLC | 0.00% | No change | 33 | $124 |
| Siemens Fonds Invest GmbH | 0.00% | No change | 27 | $102 |
| Front Row Advisors LLC | 0.00% | No change | 25 | $95 |
| Fortis Group Advisors, LLC | 0.00% | No change | 25 | $94 |
| Essential Partners LLC | 0.00% | New | 15 | $56 |
| NewEdge Advisors, LLC | 0.00% | Reduce -79.1% | 9 | $33 |
| Assetmark, Inc. | 0.00% | No change | 2 | $8 |
| Lanark Financial, Inc. | 0.00% | New | 2 | $7 |
| MCF Advisors LLC | 0.00% | No change | 1 | $4 |
| Vestcor Inc | 0.00% | Reduce -99.7% | 38 | $0 |
| Tsfg, LLC | 0.00% | No change | 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.