XP Ownership | Who Owns XP?

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XP Ownership Summary

XP is owned by 60.45% institutional investors, 7.94% insiders, and 31.61% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.19% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	XP	60.45%	7.94%	31.61%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Capital Markets Stocks	34.70%	18.00%	47.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	45.18M	8.19%	$535.37M
Dodge & cox	43.15M	7.82%	$511.37M
Mawer investment management	36.68M	6.65%	$434.66M
General atlantic	29.62M	5.37%	$350.97M
Capital world investors	29.27M	5.31%	$346.84M
Vanguard group	9.66M	1.75%	$114.45M
Arrowstreet capital, limited partnership	9.21M	1.67%	$109.17M
Fmr	8.03M	1.46%	$95.19M
Squadra investments - gestao de recursos ltda.	7.62M	1.38%	$90.27M
Atmos capital gestao de recursos ltda.	7.44M	1.35%	$88.12M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Squadra investments - gestao de recursos ltda.	7.62M	42.61%	$90.27M
Atmos capital gestao de recursos ltda.	7.44M	19.11%	$88.12M
Truxt investmentos ltda.	977.76K	18.65%	$11.52M
Seafarer capital partners	4.07M	18.34%	$48.24M
General atlantic	29.62M	12.49%	$350.97M
Absoluto partners gestao de recursos ltda	657.98K	7.06%	$7.80M
Inca investments	1.36M	6.64%	$16.10M
Praetorian pr	1.00M	4.74%	$11.85M
Bienville capital management	728.09K	2.11%	$8.63M
Mawer investment management	36.68M	1.97%	$434.66M

Top Buyers

Holder	Shares	% Assets	Change
Mawer investment management	36.68M	1.97%	10.45M
Arrowstreet capital, limited partnership	9.21M	0.09%	9.21M
Dodge & cox	43.15M	0.30%	8.29M
Norges bank	4.99M	0.01%	4.99M
Franklin resources	3.14M	0.01%	3.02M

Top Sellers

Holder	Shares	% Assets	Change
Fil	1.69M	0.02%	-8.20M
Squadra investments - gestao de recursos ltda.	7.62M	42.61%	-4.46M
Marshall wace, llp	660.76K	0.01%	-3.85M
Sands capital management	4.86M	0.17%	-3.84M
D. e. shaw	173.01K	0.00%	-3.02M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	4.99M	0.01%	4.99M	$59.17M
Bnp paribas arbitrage, snc	2.28M	0.02%	2.28M	$27.04M
Praetorian pr	1.00M	4.74%	1.00M	$11.85M
Bienville capital management	728.09K	2.11%	728.09K	$8.63M
Crossmark global	464.73K	0.10%	464.73K	$5.51M

Sold Out

Holder	Change
Larson financial group	-4.00
Rothschild investment	-10.00
Srs capital advisors	-14.00
Capital performance advisors llp	-15.00
Riverview trust	-41.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	287	-7.72%	333,387,846	-2.44%	60	1.57%	159	-9.66%	86	7.50%
Sep 30, 2024	310	8.77%	341,738,171	9.90%	61	1.95%	176	30.37%	79	-18.56%
Jun 30, 2024	285	-12.31%	310,946,500	-1.70%	56	1.73%	135	-11.76%	97	-11.82%
Mar 31, 2024	325	-0.31%	316,321,553	8.63%	57	2.01%	153	-11.05%	110	3.77%
Dec 31, 2023	326	16.43%	291,192,188	3.84%	53	1.89%	172	17.01%	106	30.86%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds New World A	19.16M	3.57%	2.76M
Capital Group New Geography Equity Comp	19.16M	3.57%	2.76M
Dodge & Cox International Stock I	17.78M	3.31%	-
Mawer Global Equity A	10.65M	1.98%	-133.29K
Dodge & Cox Global Stock I	9.26M	1.72%	2.52M
Fidelity Series Emerging Markets Opps	7.79M	1.45%	1.24M
Manulife Global Equity Class F	7.68M	1.43%	-117.71K
Dodge & Cox Balanced Composite	6.80M	1.27%	3.28M
Dodge & Cox Balanced I	6.80M	1.27%	3.28M
Vanguard Equity-Income Inv	6.26M	1.17%	631.77K

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 60.45%, followed by 7.94% insiders and 31.61% retail investors. The average institutional ownership in XP's industry, Capital Markets Stocks, is 34.70%, which XP exceeds.

Who owns the most shares of XP?

XP’s largest shareholders are Blackrock funding, inc. /de (45.18M shares, 8.19%), Dodge & cox (43.15M shares, 7.82%), and Mawer investment management (36.68M shares, 6.65%). Together, they hold 22.67% 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 42.61% of its assets in 7.62M XP shares, valued at 90.27M$.

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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