XP Ownership | Who Owns XP?
XP Ownership Summary
XP is owned by 56.66% institutional investors, 7.88% insiders, and 35.46% 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 | 56.66% | 7.88% | 35.46% |
Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
Industry | Capital Markets Stocks | 43.42% | 14.01% | 42.57% |
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 |
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 |
Jane street group | 3.91M | 0.02% | -2.26M |
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 |
Atom investors lp | 93.92K | 0.17% | 93.92K | $1.65M |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2023 | 251 | 18.96% | 287,246,132 | -1.38% | 53 | 1.82% | 137 | 22.32% | 64 | 18.52% |
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
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