Xerox HoldingsXRXDWPreferred / convertible

13F holders, Q2 2026 (June 30)
137holders −1
23new positions
26sold out
4famous investors
$0.30avg. 13F price*

At the end of Q2 2026, 137 institutions reported holding Xerox Holdings Corp. (XRXDW) in their 13F filings, down 1 from Q1 2026. 23 opened new positions and 26 sold out. The largest holders were Walleye Capital LLC ($1.4M), LMR Partners LLP ($1.3M) and Whitebox Advisors LLC ($1.3M). 4 famous investors held it, including Cliff Asness ( of AQR Capital Management's portfolio), Mario Gabelli ( of GAMCO Investors's portfolio) and David E. Shaw ( of D. E. Shaw & Co.'s portfolio).

Company
Xerox Holdings Corp.
CUSIP
98421M114
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2025: 1Q1 2025Q1 2026: 138Q1 2026Q2 2026: 137Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions23$1.2M
Exits26$101K

All 13F filers, Q1 2026 → Q2 2026: 7,792,852 shares bought and 7,569,716 shares sold, net +223,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 137 holders
Walleye Capital LLC — Reduce -21.7% 5,000,000 $1.4M
LMR Partners LLP — Add +66.5% 4,817,500 $1.3M
Whitebox Advisors LLC — Add +33.9% 4,653,853 $1.3M
DLD Asset Management, LP — Add +31.7% 3,170,000 $872K
Boothbay Fund Management, LLC — New 200,000 $626K
Caption Management, LLC — Add +39.5% 2,228,313 $613K
Cable Car Capital, LP — Add +173.7% 2,052,375 $564K
Rangeley Capital, LLC — New 100,000 $313K
Sculptor Capital LP — Add +53.0% 1,132,038 $311K
Susquehanna International Group, LLP — No change 968,333 $267K
CSS LLC — Reduce -5.6% 834,613 $230K
Greenland Capital Management LP — New 800,000 $220K
AQR Capital Management — Reduce -2.2% 796,140 $219K
Hudson Bay Capital Management LP — Reduce -23.5% 764,586 $210K
BW Gestao de Investimentos Ltda. — No change 597,540 $165K
Morgan Stanley — Reduce -35.3% 561,318 $154K
Connor, Clark & Lunn Investment Management Ltd. — No change 533,789 $147K
Converium Capital Inc. — No change 511,097 $141K
Private Management Group Inc. — Reduce -1.5% 473,537 $130K
Bridgeway Capital Management, LLC — No change 316,498 $87K
Empowered Funds, LLC — Reduce -6.2% 316,498 $87K
Calamos Advisors LLC — No change 313,928 $86K
Kovack Advisors, Inc. — Add +1.5% 251,475 $75K
GAMCO Investors — No change 271,500 $75K
Goldman Sachs Group Inc. — Reduce -84.6% 269,856 $74K
Toronto Dominion Bank — Reduce -75.7% 269,151 $74K
Jane Street Group, LLC — Add +143.5% 252,730 $70K
Storebrand Asset Management As — No change 251,794 $69K
Barclays PLC — Reduce -0.0% 244,280 $67K
PEAK6 LLC — Add +437.7% 236,457 $65K
Two Sigma Investments, LP — Reduce -0.3% 234,885 $65K
Susquehanna Portfolio Strategies, LLC — No change 187,233 $52K
Balyasny Asset Management L.P. — No change 171,069 $47K
Squarepoint Ops LLC — No change 167,087 $46K
Clear Street Group Inc. — Reduce -49.2% 152,408 $42K
Belvedere Trading LLC — Add +1.0% 10,550 $33K
Russell Investments Group, Ltd. — Reduce -1.2% 112,056 $31K
Bank of America Corp. — Reduce -15.7% 109,776 $30K
Susquehanna Fundamental Investments, LLC — No change 104,255 $29K
Chicago Capital Management, LLC — New 95,980 $26K
LPL Financial LLC — Add +0.2% 86,604 $24K
Wells Fargo & Company — Reduce -5.9% 83,054 $23K
Wolverine Asset Management LLC — Reduce -21.0% 72,946 $20K
Jain Global LLC — Reduce -93.2% 72,501 $20K
Geode Capital Management, LLC — No change 48,980 $13K
Nomura Holdings Inc. — No change 44,754 $12K
BNP Paribas Financial Markets — Reduce -88.5% 43,364 $12K
Sigma Planning Corp — Add +21.5% 33,345 $9K
Odyssean, LLC — No change 32,796 $9K
Stifel Financial Corp. — Add +0.3% 32,435 $9K
D. E. Shaw & Co. — Reduce -92.8% 30,800 $8K
Marathon Trading Investment Management LLC — No change 30,327 $8K
BlackRock, Inc. — Reduce -2.8% 29,613 $8K
Gabelli Funds LLC — No change 29,000 $8K
Unifi Asset Management LP — No change 28,865 $8K
UBS Group AG — Reduce -90.8% 22,729 $6K
Virtu Financial LLC — Add +38.3% 23,597 $6K
Brave Asset Management Inc. — No change 19,500 $5K
State Board of Administration of Florida Retirement System — No change 16,387 $5K
Arkadios Wealth Advisors — Reduce -0.0% 15,652 $4K
Prism Advisors, Inc. — Add +7.3% 15,535 $4K
Point72 Asset Management — New 14,760 $4K
Private Advisor Group, LLC — No change 14,425 $4K
Investors Research Corp — New 14,052 $4K
Yousif Capital Management, LLC — No change 13,077 $4K
Wealthfront Advisers LLC — Reduce -3.4% 12,194 $3K
Cidel Asset Management Inc. — No change 12,022 $3K
Invesco Ltd. — No change 11,000 $3K
Mission Financial Group, LLC — — 10,602 $3K
Bfsg, LLC — No change 8,387 $2K
Osaic Holdings, Inc. — Add +1059.8% 8,443 $2K
Public Employees Retirement Association of Colorado — No change 7,428 $2K
Royal Bank of Canada — Add +9.3% 6,112 $2K
Franklin Resources Inc. — No change 4,434 $1K
NFSG Corp — No change 2,420 $665
Tower Research Capital LLC (TRC) — Reduce -5.4% 1,942 $532
Arax Advisory Partners — New 1,903 $524
Atlantic Union Bankshares Corp — New 1,563 $430
Steward Partners Investment Advisory, LLC — No change 1,214 $334
MCF Advisors LLC — Add +0.2% 1,013 $279
Institute for Wealth Management, LLC. — New 750 $207
Federation des caisses Desjardins du Quebec — No change 750 $206
PNC Financial Services Group, Inc. — Reduce -63.1% 684 $188
CoreCap Advisors, LLC — New 545 $150
Allworth Financial LP — Reduce -27.4% 521 $144
US Bancorp \de — Add +32.7% 507 $139
Larson Financial Group LLC — Reduce -58.3% 500 $137
Mosley Wealth Management — New 500 $137
EverSource Wealth Advisors, LLC — Reduce -11.7% 326 $90
Caitong International Asset Management Co., Ltd — No change 322 $89
North Star Investment Management Corp. — No change 282 $78
True Wealth Design, LLC — No change 275 $76
Farther Finance Advisors, LLC — New 256 $70
Jones Financial Companies LLLP — Reduce -75.7% 209 $61
Assetmark, Inc. — Add +20900.0% 210 $58
Harbour Investments, Inc. — No change 198 $54
Key Capital Management, INC — Reduce -1.2% 170 $47
ESL Trust Services, LLC — No change 150 $41
TD Waterhouse Canada Inc. — No change 125 $36
Johnson Financial Group, Inc. — No change 125 $35
Fifth Third Bancorp — Reduce -82.7% 125 $34
Costello Asset Management, INC — No change 125 $34
Spectrum Wealth Advisory Group, LLC — New 119 $33
Elequin Capital, LP — New 103 $28
Bare Financial Services, Inc — No change 96 $26
GAMMA Investing LLC — No change 88 $24
Clearstead Advisors, LLC — No change 62 $18
Ameritas Advisory Services, LLC — New 66 $18
SJS Investment Consulting Inc. — No change 59 $17
Markowski Investments — — 62 $17
Rothschild Investment LLC — No change 57 $16
LRI Investments, LLC — No change 59 $16
Essential Partners LLC — No change 53 $15
Global Retirement Partners, LLC — — 48 $13
Millstone Evans Group, LLC — New 43 $12
IFP Advisors, Inc — No change 40 $11
Webster Bank, N. A. — New 37 $10
Lanark Financial, Inc. — New 26 $7
Country Trust Bank — New 25 $7
Kimelman & Baird, LLC — No change 25 $7
Triumph Capital Management — Reduce -99.0% 25 $7
SHP Wealth Management — No change 24 $7
Smartleaf Asset Management LLC — No change 24 $7
Elevated Capital Advisors, LLC — No change 18 $5
DiNuzzo Private Wealth, Inc. — No change 18 $5
McMillan Office, Inc. — No change 20 $5
Valley National Advisers Inc. — New 11 $4
Northwestern Mutual Wealth Management Co. — Add +550.0% 13 $4
Fortis Group Advisors, LLC — No change 12 $3
PlanVest Financial, Inc — New 12 $3
Danske Bank A/S — No change 5 $1
Downshift Financial, LLC — New 2 $1
Acadian Asset Management LLC — New 2,159 $0
Vestcor Inc — No change 19 $0
Capital Advisors, Ltd. LLC — No change 1 $0
Rockefeller Capital Management L.P. — Reduce -95.0% 1 $0
Coston, McIsaac & Partners — No change 234 $0

"% of holder's portfolio" is XRXDW's weight in each manager's 13F, not the share of Xerox Holdings Corp. the manager owns.