XP Ownership | Who Owns XP?


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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


TypeName% Inst% Insiders% Retail
StockXP56.66%7.88%35.46%
SectorFinancial Services Stocks 43.07%12.53%44.40%
IndustryCapital Markets Stocks43.42%14.01%42.57%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Dodge & cox34.35M6.26%$604.27M
General atlantic29.62M5.40%$520.98M
Capital world investors28.75M5.24%$505.67M
Mawer investment management19.52M3.56%$343.39M
Blackrock17.91M3.26%$314.96M
Fmr16.46M3.00%$289.55M
Harding loevner lp14.16M2.58%$249.11M
Squadra investments - gestao de recursos ltda.12.30M2.24%$216.42M
Sands capital management8.96M1.63%$157.52M
Canada pension plan investment board8.19M1.49%$144.04M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Squadra investments - gestao de recursos ltda.12.30M45.01%$216.42M
Sharp capital gestora de recursos ltda.2.26M20.96%$39.70M
Seafarer capital partners3.46M20.74%$60.77M
General atlantic29.62M16.38%$520.98M
Armor advisors905.08K11.72%$15.92M
Truxt investmentos ltda.1.01M11.23%$17.76M
Atmos capital gestao de recursos ltda.4.37M10.77%$76.87M
Inca investments1.32M9.81%$23.20M
Absoluto partners gestao de recursos ltda850.90K8.95%$14.56M
Banco btg pactual613.43K1.66%$10.66M

Top Buyers

HolderShares% AssetsChange
Dodge & cox34.35M0.36%4.67M
Atmos capital gestao de recursos ltda.4.37M10.77%4.37M
Norges bank4.32M0.01%4.32M
Blackrock17.91M0.01%4.10M
Squadra investments - gestao de recursos ltda.12.30M45.01%1.81M

Top Sellers

HolderShares% AssetsChange
Fmr16.46M0.02%-7.03M
Price t rowe associates inc /md/98.39K0.00%-4.54M
Two sigma investments, lp---2.76M
Jennison associates821.99K0.01%-2.29M
Jane street group3.91M0.02%-2.26M

New Positions

HolderShares% AssetsChangeValue
Norges bank4.32M0.01%4.32M$76.01M
Armor advisors905.08K11.72%905.08K$15.92M
Squarepoint ops200.00K0.01%200.00K$3.52M
Btg pactual asset management us148.30K0.38%148.30K$2.61M
Atom investors lp93.92K0.17%93.92K$1.65M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2024281-13.54%310,757,679-1.76%561.74%133-13.07%97-11.82%
Mar 31, 2024325-0.31%316,321,5538.63%572.01%153-11.56%1104.76%
Dec 31, 202332616.85%291,192,1884.10%531.90%17318.49%10529.63%
Sep 30, 202327911.16%279,735,822-2.61%521.84%1466.57%8126.56%
Jun 30, 202325118.96%287,246,132-1.38%531.82%13722.32%6418.52%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Dodge & Cox International Stock I17.78M3.32%-
Capital Group New Geography Equity Comp16.40M3.06%1.66M
American Funds New World A16.40M3.06%1.66M
Mawer Global Equity A10.43M1.95%-54.70K
Harding Loevner International Eq Instl8.21M1.53%2.92M
Sands Capital Emerging Markets Growth EQ6.74M1.26%-215.64K
Dodge & Cox Global Stock I6.74M1.26%-
Fidelity Series Emerging Markets Opps6.58M1.23%-2.16M
American Funds Capital World Gr&Inc A5.68M1.06%-2.73K
Capital Group World Growth & Inc Cmp5.68M1.06%-2.73K

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 56.66%, followed by 7.88% insiders and 35.46% retail investors. The average institutional ownership in XP's industry, Capital Markets Stocks, is 43.42%, 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.

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