XP Ownership | Who Owns XP?


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XP Ownership Summary


XP is owned by 63.78% institutional investors, and 36.21% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.68% 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


TypeName% Inst% Insiders% Retail
StockXP63.78%-36.21%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryCapital Markets Stocks46.04%16.84%37.12%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de46.84M8.68%$946.23M
Capital world investors41.61M7.71%$840.50M
Dodge & cox34.31M6.36%$693.03M
General atlantic25.52M4.73%$515.46M
Arrowstreet capital, limited partnership10.86M2.01%$219.30M
Vanguard group9.66M1.75%$114.45M
Massachusetts financial services co /ma/8.67M1.61%$175.20M
Atmos capital gestao de recursos ltda.8.10M1.50%$163.69M
Orbis allan gray8.00M1.48%$161.64M
Fmr8.03M1.46%$95.19M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Squadra investments - gestao de recursos ltda.7.70M36.49%$155.63M
Atmos capital gestao de recursos ltda.8.10M25.37%$163.69M
Seafarer capital partners4.07M22.46%$82.23M
Truxt investmentos ltda.977.76K18.65%$11.52M
General atlantic25.52M14.20%$515.46M
Inca investments1.31M10.25%$26.39M
Absoluto partners gestao de recursos ltda657.98K7.06%$7.80M
Jgp global gestao de recursos ltda.601.07K6.57%$11.29M
Absolute gestao de investimentos ltda.780.29K5.05%$15.76M
Praetorian pr1.00M4.74%$11.85M

Top Buyers

HolderShares% AssetsChange
Massachusetts financial services co /ma/8.67M0.06%8.67M
Orbis allan gray8.00M0.79%8.00M
Schroder investment management group7.05M0.12%7.05M
Blackrock funding, inc. /de46.84M0.02%5.78M
Norges bank4.99M0.01%4.99M

Top Sellers

HolderShares% AssetsChange
Mawer investment management---24.59M
Dodge & cox34.31M0.39%-8.23M
Wellington management group llp---5.99M
Sands capital management---4.86M
General atlantic25.52M14.20%-4.10M

New Positions

HolderShares% AssetsChangeValue
Massachusetts financial services co /ma/8.67M0.06%8.67M$175.20M
Orbis allan gray8.00M0.79%8.00M$161.64M
Norges bank4.99M0.01%4.99M$59.17M
Bnp paribas arbitrage, snc2.28M0.02%2.28M$27.04M
Ninety one north america1.24M1.09%1.24M$23.30M

Sold Out

HolderChange
Stephens consulting-1.00
Fortitude family office-3.00
Nelson, van denburg & campbell wealth management group-9.00
Td private client wealth-10.00
Mather group, llc.-10.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20253224.55%344,123,7872.74%631.66%1861.09%9316.25%
Mar 31, 2025305-1.29%334,905,520-4.11%611.55%1824.00%79-13.19%
Dec 31, 2024287-7.72%333,387,846-2.44%601.57%159-9.66%867.50%
Sep 30, 20243108.77%341,738,1719.90%611.95%17630.37%79-18.56%
Jun 30, 2024285-12.31%310,946,500-1.70%561.73%135-11.76%97-11.82%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Funds New World A17.95M3.41%-
Capital Group New Geography Equity Comp17.95M3.41%-
Dodge & Cox International Stock I16.48M3.13%-1.30M
Capital Group Fundamental Invtrs Comp10.33M1.96%-
American Funds Fundamental Invs A10.33M1.96%-
Fidelity Series Emerging Markets Opps7.79M1.45%1.24M
Mawer Global Equity A7.08M1.31%-3.57M
Dodge & Cox Global Stock I6.05M1.15%-3.21M
Manulife Global Equity Class F5.40M1.00%-2.28M
Dodge & Cox Balanced Composite5.29M1.00%-1.11M

Insider Transactions Trends


DateBuySell
2023 Q3-1

XP Ownership FAQ


Who Owns XP?

XP shareholders are primarily institutional investors at 63.78%, followed by 0% insiders and 0% retail investors. The average institutional ownership in XP's industry, Capital Markets Stocks, is 46.04%, which XP exceeds.

Who owns the most shares of XP?

XP’s largest shareholders are Blackrock funding, inc. /de (46.84M shares, 8.68%), Capital world investors (41.61M shares, 7.71%), and Dodge & cox (34.31M shares, 6.36%). Together, they hold 22.75% of XP’s total shares outstanding.

Does Blackrock own XP?

BlackRock is not among the top 10 institutional shareholders of XP.

Who is XP’s biggest shareholder by percentage of total assets invested?

Squadra investments - gestao de recursos ltda is XP’s biggest shareholder by percentage of total assets invested, with 36.49% of its assets in 7.7M XP shares, valued at 155.63M$.

Who is the top mutual fund holder of XP shares?

American Funds New World A is the top mutual fund holder of XP shares, with 3.41% of its total shares outstanding invested in 17.95M XP shares.

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