XBP Global Holdings Ownership | Who Owns XBP Global Holdings?
XBP Global Holdings Ownership Summary
XBP Global Holdings is owned by 49.03% institutional investors, 28.85% insiders, and 22.12% retail investors. Gates capital management is the largest institutional shareholder, holding 27.16% of XBP shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.08% of its assets in XBP Global Holdings shares.
XBP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | XBP Global Holdings | 49.03% | 28.85% | 22.12% |
| Sector | Technology Stocks | 53.66% | 14.89% | 31.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gates capital management | 3.19M | 27.16% | $14.05M |
| Holdco asset management, lp | 787.14K | 6.70% | $3.46M |
| Cantor fitzgerald, l. p. | 766.87K | 6.52% | $3.37M |
| Blackrock funding, inc. /de | 173.85K | 1.48% | $764.96K |
| Allianz asset management gmbh | 168.75K | 1.44% | $742.50K |
| Geode capital management | 127.80K | 1.09% | $562.73K |
| Vanguard fiduciary trust | 57.72K | 0.49% | $253.98K |
| Jefferies financial group | 54.61K | 0.46% | $240.28K |
| Northern trust | 25.11K | 0.21% | $110.50K |
| Shay capital | 25.00K | 0.21% | $110.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gates capital management | 3.19M | 0.38% | $14.05M |
| Holdco asset management, lp | 787.14K | 0.26% | $3.46M |
| Cantor fitzgerald, l. p. | 766.87K | 0.05% | $3.37M |
| Shay capital | 25.00K | 0.01% | $110.00K |
| Crewe advisors | 6.50K | 0.00% | $28.60K |
| Jefferies financial group | 54.61K | 0.00% | $240.28K |
| Allianz asset management gmbh | 168.75K | 0.00% | $742.50K |
| Vanguard fiduciary trust | 57.72K | 0.00% | $253.98K |
| Brookfield corp /on/ | 19.68K | 0.00% | $86.60K |
| Alpine global management | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 57.72K | 0.00% | 57.72K |
| Shay capital | 25.00K | 0.01% | 6.61K |
| Crewe advisors | 6.50K | 0.00% | 6.50K |
| Geode capital management | 127.80K | - | 5.90K |
| Vanguard global advisers | 3.94K | - | 3.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | - | - | -1.90M |
| Nomura asset management | - | - | -420.59K |
| B. riley financial | - | - | -93.95K |
| Castleknight management lp | - | - | -56.55K |
| Clear harbor asset management | - | - | -51.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 57.72K | 0.00% | 57.72K | $253.98K |
| Crewe advisors | 6.50K | 0.00% | 6.50K | $28.60K |
| Vanguard global advisers | 3.94K | - | 3.94K | $17.34K |
| Tower research capital llc (trc) | 47.00 | - | 47.00 | $207.00 |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -36.00 |
| Royal bank of canada | -96.00 |
| Alpine global management | -21.52K |
| Citadel advisors | -22.26K |
| Clear harbor asset management | -51.91K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 28 | 3.70% | 5,763,193 | -4.93% | 49 | 17.20% | 11 | 266.67% | 9 | -62.50% |
| Dec 31, 2025 | 1 | -96.88% | 93,951 | -99.87% | - | 0.00% | - | -100.00% | 1 | - |
| Sep 30, 2025 | 31 | 138.46% | 74,260,628 | 1007.08% | 206 | 59.26% | 29 | 383.33% | 1 | -66.67% |
| Jun 30, 2025 | 13 | - | 6,707,821 | -1.81% | 18 | 3.64% | 6 | 20.00% | 3 | - |
| Mar 31, 2025 | 13 | 18.18% | 6,831,288 | 0.53% | 22 | 4.46% | 5 | - | 3 | 50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 127.38K | 1.08% | - |
| PIMCO Income Instl | 94.69K | 0.80% | - |
| Fidelity Extended Market Index | 61.60K | 0.52% | -3.04K |
| PIMCO GIS Income Institutional USD Acc | 45.88K | 0.39% | - |
| Nomura Fds US High Yield Bond I USD | 420.59K | 0.36% | -11.70K |
| iShares Micro-Cap ETF | 24.93K | 0.21% | -332.00 |
| Fidelity Total Market Index | 23.99K | 0.20% | - |
| Extended Equity Market Fund B | 23.11K | 0.20% | 1.33K |
| Blackrock Extended Mkt Fund CF | 23.11K | 0.20% | - |
| Extended Equity Market Fund E | 23.11K | 0.20% | 1.33K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 19, 2026 | Klein Randal T | - | Buy | $61.10K |
| Oct 06, 2025 | LUTNICK HOWARD W | - | Sell | - |
| Oct 06, 2025 | LUTNICK HOWARD W | - | Sell | $4.43M |
| Aug 18, 2025 | Klein Randal T | - | Buy | $80.33K |
| Dec 14, 2023 | CFAC Holdings VIII, LLC. | - | Sell | $245.49K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | 2 |
| 2025 Q3 | 1 | - |
| 2025 Q1 | - | - |
XBP Ownership FAQ
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