XP Ownership | Who Owns XP?
XP Ownership Summary
XP is owned by 61.98% institutional investors, and 38.02% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.19% of XP shares. Capital Group New Geography Equity Comp is the top mutual fund, with 3.34% of its assets in XP shares.
XP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | XP | 61.98% | - | 38.02% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Capital Markets Stocks | 37.92% | 18.86% | 43.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 45.18M | 8.19% | $535.37M |
| Dodge & cox | 43.15M | 7.82% | $511.37M |
| Mawer investment management | 36.68M | 6.65% | $434.66M |
| General atlantic | 29.62M | 5.37% | $350.97M |
| Capital world investors | 29.27M | 5.31% | $346.84M |
| Vanguard group | 9.66M | 1.75% | $114.45M |
| Arrowstreet capital, limited partnership | 9.21M | 1.67% | $109.17M |
| Fmr | 8.03M | 1.46% | $95.19M |
| Squadra investments - gestao de recursos ltda. | 7.62M | 1.38% | $90.27M |
| Atmos capital gestao de recursos ltda. | 7.44M | 1.35% | $88.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Squadra investments - gestao de recursos ltda. | 7.62M | 42.61% | $90.27M |
| Atmos capital gestao de recursos ltda. | 7.44M | 19.11% | $88.12M |
| Truxt investmentos ltda. | 977.76K | 18.65% | $11.52M |
| Seafarer capital partners | 4.07M | 18.34% | $48.24M |
| General atlantic | 29.62M | 12.49% | $350.97M |
| Absoluto partners gestao de recursos ltda | 657.98K | 7.06% | $7.80M |
| Inca investments | 1.36M | 6.64% | $16.10M |
| Praetorian pr | 1.00M | 4.74% | $11.85M |
| Mawer investment management | 36.68M | 1.97% | $434.66M |
| Kapitalo investimentos ltda | 225.66K | 1.79% | $2.67M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mawer investment management | 36.68M | 1.97% | 10.45M |
| Arrowstreet capital, limited partnership | 9.21M | 0.09% | 9.21M |
| Dodge & cox | 43.15M | 0.30% | 8.29M |
| Norges bank | 4.99M | 0.01% | 4.99M |
| Franklin resources | 3.14M | 0.01% | 3.02M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fil | 1.69M | 0.02% | -8.20M |
| Sands capital management | - | - | -4.86M |
| Squadra investments - gestao de recursos ltda. | 7.62M | 42.61% | -4.46M |
| Marshall wace, llp | 660.76K | 0.01% | -3.85M |
| D. e. shaw | 173.01K | 0.00% | -3.02M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 4.99M | 0.01% | 4.99M | $59.17M |
| Bnp paribas arbitrage, snc | 2.28M | 0.02% | 2.28M | $27.04M |
| Praetorian pr | 1.00M | 4.74% | 1.00M | $11.85M |
| Crossmark global | 464.73K | 0.10% | 464.73K | $5.51M |
| Royal london asset management | 285.80K | 0.01% | 285.80K | $3.39M |
Sold Out
| Holder | Change |
|---|---|
| Larson financial group | -4.00 |
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Mather group, llc. | -10.00 |
| Rothschild investment | -10.00 |
| Jones financial companies lllp | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 305 | -1.29% | 334,905,520 | -4.11% | 61 | 1.55% | 182 | 4.00% | 79 | -13.19% |
| Dec 31, 2024 | 287 | -7.72% | 333,387,846 | -2.44% | 60 | 1.57% | 159 | -9.66% | 86 | 7.50% |
| Sep 30, 2024 | 310 | 8.77% | 341,738,171 | 9.90% | 61 | 1.95% | 176 | 30.37% | 79 | -18.56% |
| Jun 30, 2024 | 285 | -12.31% | 310,946,500 | -1.70% | 56 | 1.73% | 135 | -11.76% | 97 | -11.82% |
| Mar 31, 2024 | 325 | -0.31% | 316,321,553 | 8.63% | 57 | 2.01% | 153 | -11.05% | 110 | 3.77% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Capital Group New Geography Equity Comp | 17.95M | 3.34% | -1.21M |
| American Funds New World A | 17.95M | 3.34% | -1.21M |
| Dodge & Cox International Stock I | 17.78M | 3.31% | - |
| American Funds Fundamental Invs A | 10.33M | 1.92% | 10.33M |
| Capital Group Fundamental Invtrs Comp | 10.33M | 1.92% | 10.33M |
| Dodge & Cox Global Stock I | 9.26M | 1.72% | - |
| Fidelity Series Emerging Markets Opps | 7.79M | 1.45% | 1.24M |
| Mawer Global Equity A | 7.08M | 1.31% | -3.57M |
| Dodge & Cox Balanced I | 6.40M | 1.19% | -394.00K |
| Dodge & Cox Balanced Composite | 6.40M | 1.19% | -394.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q3 | - | 1 |
XP Ownership FAQ
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