XP Ownership | Who Owns XP?
XP Ownership Summary
XP is owned by 64.82% institutional investors, and 35.18% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.50% of XP shares. American Funds New World A is the top mutual fund, with 3.41% of its assets in XP shares.
XP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | XP | 64.82% | - | 35.18% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Capital Markets Stocks | 35.42% | 14.69% | 49.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 44.87M | 8.50% | $843.12M |
| Capital world investors | 39.91M | 7.56% | $749.84M |
| Dodge & cox | 34.48M | 6.53% | $647.84M |
| General atlantic | 25.52M | 4.83% | $479.48M |
| Schroder investment management group | 12.29M | 2.33% | $230.90B |
| Massachusetts financial services co /ma/ | 10.96M | 2.08% | $205.98M |
| Arrowstreet capital, limited partnership | 10.64M | 2.02% | $199.89M |
| State street | 9.36M | 1.77% | $175.84M |
| Arga investment management, lp | 9.08M | 1.72% | $170.61M |
| Morgan stanley | 8.41M | 1.59% | $158.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Squadra investments - gestao de recursos ltda. | 6.87M | 28.80% | $129.04M |
| Atmos capital gestao de recursos ltda. | 8.35M | 21.05% | $156.87M |
| Seafarer capital partners | 3.77M | 20.21% | $70.86M |
| Truxt investmentos ltda. | 977.76K | 18.65% | $11.52M |
| General atlantic | 25.52M | 14.39% | $479.48M |
| Breakout capital partners, lp | 896.30K | 12.46% | $16.84M |
| Praetorian pr | 1.00M | 11.29% | $18.79M |
| Inca investments | 926.75K | 8.01% | $17.41M |
| Tb capital gestao de recursos ltda. | 478.74K | 6.91% | $9.00M |
| Jgp global gestao de recursos ltda. | 601.07K | 6.57% | $11.29M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arga investment management, lp | 9.08M | 4.52% | 9.08M |
| Schroder investment management group | 12.29M | 0.18% | 5.24M |
| Norges bank | 4.99M | 0.01% | 4.99M |
| Ninety one uk | 5.65M | 0.23% | 3.78M |
| Fmr | 7.20M | 0.01% | 3.49M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mawer investment management | - | - | -24.59M |
| Orbis allan gray | - | - | -8.00M |
| Wellington management group llp | - | - | -5.99M |
| Sands capital management | - | - | -4.86M |
| D. e. shaw | 173.01K | 0.00% | -3.02M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Arga investment management, lp | 9.08M | 4.52% | 9.08M | $170.61M |
| Norges bank | 4.99M | 0.01% | 4.99M | $59.17M |
| Oaktree capital management lp | 2.03M | 0.59% | 2.03M | $38.20M |
| Tredje ap-fonden | 1.92M | 0.29% | 1.92M | $36.13M |
| William blair investment management | 1.85M | 0.09% | 1.85M | $34.81M |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -1.00 |
| Fortitude family office | -3.00 |
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Mather group, llc. | -10.00 |
| Td private client wealth | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 342 | 7.89% | 342,177,495 | 4.04% | 64 | 1.74% | 179 | -3.24% | 103 | 14.44% |
| Jun 30, 2025 | 322 | 4.55% | 344,123,787 | 2.74% | 63 | 1.66% | 186 | 1.09% | 93 | 16.25% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds New World A | 17.95M | 3.41% | - |
| Capital Group New Geography Equity Comp | 17.95M | 3.41% | - |
| Dodge & Cox International Stock I | 16.48M | 3.13% | -1.30M |
| Capital Group Fundamental Invtrs Comp | 10.33M | 1.96% | - |
| American Funds Fundamental Invs A | 10.33M | 1.96% | - |
| Fidelity Series Emerging Markets Opps | 7.79M | 1.45% | 1.24M |
| Mawer Global Equity A | 7.08M | 1.31% | -3.57M |
| Dodge & Cox Global Stock I | 6.05M | 1.15% | -3.21M |
| Manulife Global Equity Class F | 5.40M | 1.00% | -2.28M |
| Dodge & Cox Balanced Composite | 5.29M | 1.00% | -1.11M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q3 | - | 1 |
XP Ownership FAQ
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