XP, Inc. (XP) Institutional Ownership

XP is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $683.51M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Dodge & Cox Stock Fund, which reported ownership valued at approximately $623.12M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Dodge & Cox Stock Fund's XP position is now estimated to be worth approximately $514.46M, representing an estimated loss of -17.44% since the filing period.

Major shareholders tracked on this page include Dodge & Cox Stock Fund, Oaktree Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward XP, Inc. (XP).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$683,511,19135,898,697
Q4 20252$610,285,12437,280,704
Q3 20253$733,733,56639,049,152
Q2 20253$740,931,12036,679,806
Q1 20252$590,588,81342,951,732
Q4 20243$534,424,85645,099,144
Q3 20242$634,582,81135,372,509
Q2 20241$604,266,54434,352,845
Q1 20242$761,736,80030,407,845
Q4 20233$788,674,88731,515,399
Q3 20233$814,948,13635,496,002
Q2 20232$965,587,51341,158,888