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XP Ownership | Who Owns XP?

OverviewForecastRevenueFinancialsChartTranscripts

XP Ownership Summary

XP is owned by 61.97% institutional investors, 7.88% insiders, and 30.16% retail investors. Diversified trust is the largest institutional shareholder, holding 0% of XP shares. American Funds New World A is the top mutual fund, with 3.57% of its assets in XP shares.

XP Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockXP61.97%7.88%30.16%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryCapital Markets Stocks44.07%16.08%39.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Diversified trust---
Verde servicos internacionais---
Baader bank aktiengesellschaft---
Nordea investment management ab---
Oak thistle---
Park avenue securities---
Umb bank, n.a.---
Hilltop national bank---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Diversified trust---
Verde servicos internacionais---
Baader bank aktiengesellschaft---
Nordea investment management ab---
Oak thistle---
Park avenue securities---
Umb bank, n.a.---
Hilltop national bank---

Top Buyers

HolderShares% AssetsChange
Umb bank, n.a.---168.00
Hilltop national bank---583.00
Baader bank aktiengesellschaft---12.52K
Park avenue securities---27.64K
Oak thistle---34.02K

Top Sellers

HolderShares% AssetsChange
Nordea investment management ab---997.88K
Verde servicos internacionais---98.99K
Diversified trust---64.46K
Oak thistle---34.02K
Park avenue securities---27.64K

Sold Out

HolderChange
Umb bank, n.a.-168.00
Hilltop national bank-583.00
Baader bank aktiengesellschaft-12.52K
Park avenue securities-27.64K
Oak thistle-34.02K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 2024325-0.31%316,321,5538.63%572.01%153-11.05%1103.77%
Dec 31, 202332616.43%291,192,1883.84%531.89%17217.01%10630.86%
Sep 30, 202328011.55%280,412,044-2.38%531.85%1477.30%8126.56%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
American Funds New World A19.16M3.57%2.76M
Dodge & Cox International Stock I17.78M3.31%-
Capital Group New Geography Equity Comp16.40M3.05%1.66M
Mawer Global Equity A10.43M1.94%-
Dodge & Cox Global Stock I6.74M1.25%-
Fidelity Series Emerging Markets Opps6.58M1.23%-
BlackRock Emerging Mkts Instl5.84M1.09%1.73M
Capital Group World Growth & Inc Cmp5.68M1.06%-2.73K
Vanguard Equity-Income Inv5.63M1.05%1.71M
Manulife Global Equity Class F5.53M1.03%-

Recent Insider Transactions

DateNameRoleActivityValue
Jul 27, 2023XPAC Sponsor LLC-Sell-

Insider Transactions Trends

DateBuySell
2023 Q3-1

XP Ownership FAQ

Who Owns XP?

XP shareholders are primarily institutional investors at 61.97%, followed by 7.88% insiders and 30.15% retail investors. The average institutional ownership in XP's industry, Capital Markets Stocks, is 44.07%, which XP exceeds.

Who owns the most shares of XP?

XP’s largest shareholders are Diversified trust (0 shares, 0%), Verde servicos internacionais (0 shares, 0%), and Baader bank aktiengesellschaft (0 shares, 0%). Together, they hold 0% 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?

Diversified trust is XP’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 XP shares, valued at 0$.

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 3.57% of its total shares outstanding invested in 19.16M XP shares.

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