XBP Institutional Ownership & Shareholders
XBP GLOBAL HOLDINGS INC (XBP) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.58M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Gates Capital Management, Inc. is currently the largest disclosed institutional shareholder of XBP tracked by InsiderSet, reporting ownership valued at approximately $7.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.69M, representing an estimated gain of +17.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed XBP value among the investors covered in this analysis. Major shareholders include Gates Capital Management, Inc., Cantor Fitzgerald, L. P., Holdco Asset Management, Lp, and several other long-term asset managers with concentrated positions in XBP GLOBAL HOLDINGS INC (XBP).
This page ranks the largest institutional XBP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$13.58M
Largest Holder
Gates Capital Management, Inc.
Largest Position
$7.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gates Capital Management, Inc. | 0.24% | 3,193,149 | $7,408,107 | $8,685,365 | +$1,277,258 | +17.24% | |
| Cantor Fitzgerald, L. P. | 0.04% | 818,119 | $1,898,036 | $2,225,284 | +$327,248 | +17.24% | |
| Holdco Asset Management, Lp | 0.12% | 787,141 | $1,826,167 | $2,141,024 | +$314,857 | +17.24% | |
| Blackrock, Inc. | 0.00% | 176,686 | $409,911 | $480,586 | +$70,675 | +17.24% | |
| Allianz Asset Management Gmbh | 0.00% | 168,751 | $391,502 | $459,003 | +$67,501 | +17.24% | |
| Vanguard Capital Management Llc | 0.00% | 127,383 | $295,529 | $346,482 | +$50,953 | +17.24% | |
| Bank Of America Corp | 0.00% | 125,680 | $291,578 | $341,850 | +$50,272 | +17.24% | |
| Geode Capital Management, Llc | 0.00% | 123,937 | $287,766 | $337,109 | +$49,343 | +17.15% | |
| Brc Group Holdings, Inc. | 0.04% | 73,657 | $170,884 | $200,347 | +$29,463 | +17.24% | |
| Vanguard Fiduciary Trust Co | 0.00% | 58,198 | $135,019 | $158,299 | +$23,280 | +17.24% | |
| Jefferies Financial Group Inc. | 0.00% | 54,609 | $126,693 | $148,536 | +$21,843 | +17.24% | |
| Shay Capital Llc | 0.01% | 25,000 | $58,000 | $68,000 | +$10,000 | +17.24% | |
| Northern Trust Corp | 0.00% | 23,460 | $54,427 | $63,811 | +$9,384 | +17.24% | |
| State Street Corp | 0.00% | 22,710 | $52,687 | $61,771 | +$9,084 | +17.24% | |
| Brookfield Corp | 0.00% | 19,681 | $45,660 | $53,532 | +$7,872 | +17.24% | |
| Goldman Sachs Group Inc | 0.00% | 17,870 | $41,458 | $48,606 | +$7,148 | +17.24% | |
| National Philanthropic Trust | 0.00% | 15,491 | $35,939 | $42,136 | +$6,197 | +17.24% | |
| Crewe Advisors Llc | 0.00% | 9,000 | $20,880 | $24,480 | +$3,600 | +17.24% | |
| Vanguard Global Advisers, Llc | 0.00% | 3,940 | $9,141 | $10,717 | +$1,576 | +17.24% | |
| Tower Research Capital Llc (Trc) | 0.00% | 3,756 | $8,714 | $10,216 | +$1,502 | +17.24% | |
| Jpmorgan Chase & Co | 0.00% | 2,986 | $7,465 | $8,122 | +$657 | +8.80% | |
| Ubs Group Ag | 0.00% | 1,143 | $2,652 | $3,109 | +$457 | +17.23% | |
| Barclays Plc | 0.00% | 100 | $232 | $272 | +$40 | +17.24% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 32 | $141 | $87 | -$54 | -38.27% | |
| Morgan Stanley | 0.00% | 33 | $76 | $90 | +$14 | +18.11% | |
| Mountain Hill Investment Partners Corp. | 0.00% | 17 | $55 | $46 | -$9 | -15.93% | |
| Transce3Nd, Llc | 0.00% | 17 | $49 | $46 | -$3 | -5.63% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 2 | $6 | $5 | -$1 | -9.33% | |
| Sbi Securities Co., Ltd. | 0.00% | 2 | $6 | $5 | -$1 | -9.33% |
Frequently asked questions about XBP
Who are the largest institutional holders of XBP?
The largest institutional holders of XBP reported in the latest SEC Form 13F filings include Gates Capital Management, Inc., Cantor Fitzgerald, L. P., Holdco Asset Management, Lp, Blackrock, Inc., and Allianz Asset Management Gmbh. InsiderSet ranks institutional holders by their latest reported XBP position.
What is XBP institutional ownership?
This page tracks XBP positions reported by institutional investment managers through SEC Form 13F. XBP GLOBAL HOLDINGS INC (XBP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XBP?
InsiderSet currently tracks 29 institutional managers reporting XBP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XBP shareholders.
How much XBP stock do institutions own?
Institutional investment managers disclosed approximately $13.58M in XBP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XBP institutional ownership last updated?
The latest XBP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XBP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XBP position after the reporting date.
Are institutions buying or selling XBP?
Institutional buying and selling can be analyzed by comparing XBP positions across consecutive 13F reporting periods. InsiderSet's XBP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XBP ownership changes.
How has XBP institutional ownership changed over time?
InsiderSet tracks XBP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.