XP Ownership | Who Owns XP?

Overview Forecast RevenueFinancials Chart Transcripts

XP Ownership Summary

XP is owned by 61.83% institutional investors, 7.88% insiders, and 30.29% retail investors. Dodge & cox is the largest institutional shareholder, holding 6.26% of XP shares. Dodge & Cox International Stock I is the top mutual fund, with 3.32% of its assets in XP shares.

XP Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	XP	61.83%	7.88%	30.29%
Sector	Financial Services Stocks	49.80%	13.92%	36.27%
Industry	Capital Markets Stocks	44.20%	14.61%	41.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dodge & cox	34.35M	6.26%	$604.27M
General atlantic	29.62M	5.40%	$520.98M
Capital world investors	28.75M	5.24%	$505.67M
Mawer investment management	19.52M	3.56%	$343.39M
Blackrock	17.91M	3.26%	$314.96M
Fmr	16.46M	3.00%	$289.55M
Harding loevner lp	14.16M	2.58%	$249.11M
Squadra investments - gestao de recursos ltda.	12.30M	2.24%	$216.42M
Sands capital management	8.96M	1.63%	$157.52M
Canada pension plan investment board	8.19M	1.49%	$144.04M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Squadra investments - gestao de recursos ltda.	12.30M	45.01%	$216.42M
Sharp capital gestora de recursos ltda.	2.26M	20.96%	$39.70M
Seafarer capital partners	3.46M	20.74%	$60.77M
General atlantic	29.62M	16.38%	$520.98M
Armor advisors	905.08K	11.72%	$15.92M
Truxt investmentos ltda.	1.01M	11.23%	$17.76M
Atmos capital gestao de recursos ltda.	4.37M	10.77%	$76.87M
Inca investments	1.32M	9.81%	$23.20M
Absoluto partners gestao de recursos ltda	850.90K	8.95%	$14.56M
Banco btg pactual	613.43K	1.66%	$10.66M

Top Buyers

Holder	Shares	% Assets	Change
Dodge & cox	34.35M	0.36%	4.67M
Atmos capital gestao de recursos ltda.	4.37M	10.77%	4.37M
Norges bank	4.32M	0.01%	4.32M
Blackrock	17.91M	0.01%	4.10M
Squadra investments - gestao de recursos ltda.	12.30M	45.01%	1.81M

Top Sellers

Holder	Shares	% Assets	Change
Fmr	16.46M	0.02%	-7.03M
Arrowstreet capital, limited partnership	-	-	-5.38M
Price t rowe associates inc /md/	98.39K	0.00%	-4.54M
Two sigma investments, lp	-	-	-2.76M
Jennison associates	821.99K	0.01%	-2.29M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	4.32M	0.01%	4.32M	$76.01M
Armor advisors	905.08K	11.72%	905.08K	$15.92M
Squarepoint ops	200.00K	0.01%	200.00K	$3.52M
Btg pactual asset management us	148.30K	0.38%	148.30K	$2.61M
Bridgefront capital	39.63K	0.29%	39.63K	$697.13K

Sold Out

Holder	Change
Tyler-stone wealth management	-4.00
Beaird harris wealth management	-10.00
Whittier trust	-12.00
Sachetta	-31.00
Opal wealth advisors	-68.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	308	8.83%	341,003,199	9.73%	61	1.95%	174	29.85%	79	-18.56%
Jun 30, 2024	281	-13.54%	310,757,679	-1.76%	56	1.74%	133	-13.07%	97	-11.82%
Mar 31, 2024	325	-0.31%	316,321,553	8.63%	57	2.01%	153	-11.56%	110	4.76%
Dec 31, 2023	326	16.85%	291,192,188	4.10%	53	1.90%	173	18.49%	105	29.63%
Sep 30, 2023	279	11.16%	279,735,822	-2.61%	52	1.84%	146	6.57%	81	26.56%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox International Stock I	17.78M	3.32%	-
Capital Group New Geography Equity Comp	16.40M	3.06%	1.66M
American Funds New World A	16.40M	3.06%	1.66M
Mawer Global Equity A	10.43M	1.95%	-54.70K
Harding Loevner International Eq Instl	8.21M	1.53%	2.92M
Sands Capital Emerging Markets Growth EQ	6.74M	1.26%	-215.64K
Dodge & Cox Global Stock I	6.74M	1.26%	-
Fidelity Series Emerging Markets Opps	6.58M	1.23%	-2.16M
American Funds Capital World Gr&Inc A	5.68M	1.06%	-2.73K
Capital Group World Growth & Inc Cmp	5.68M	1.06%	-2.73K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 27, 2023	XPAC Sponsor LLC	-	Sell	-

Insider Transactions Trends

Date	Buy	Sell
2023 Q3	-	1

XP Ownership FAQ

Who Owns XP?

XP shareholders are primarily institutional investors at 61.83%, followed by 7.88% insiders and 30.29% retail investors. The average institutional ownership in XP's industry, Capital Markets Stocks, is 44.20%, which XP exceeds.

Who owns the most shares of XP?

XP’s largest shareholders are Dodge & cox (34.35M shares, 6.26%), General atlantic (29.62M shares, 5.40%), and Capital world investors (28.75M shares, 5.24%). Together, they hold 16.91% of XP’s total shares outstanding.

Does Blackrock own XP?

Yes, BlackRock owns 3.26% of XP, totaling 17.91M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 314.96M$. In the last quarter, BlackRock increased its holdings by 4.1M shares, a 29.66% change.

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 45.01% of its assets in 12.3M XP shares, valued at 216.42M$.

Who is the top mutual fund holder of XP shares?

Dodge & Cox International Stock I is the top mutual fund holder of XP shares, with 3.32% of its total shares outstanding invested in 17.78M XP shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools