Also trades as: XPVVV (NASDAQ) · $vol 0M
XP Institutional Ownership
XP Inc.
1W: -49.1%
1M: -21.1%
3M: -2.1%
YTD: -1.4%
1Y: -8.2%
3Y: -17.3%
5Y: -49.8%
$15.96
+0.26 (+1.62%)
Weekly Expected Move ±16.6%
$20
$25
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$35
$41
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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ETF Exposure
Dark Pool
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Institutional Ownership — XP
395
Institutional Holders
-12 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
38
New Positions
109
Increased
210
Reduced
74
Closed
0.72
Put/Call Ratio
Ownership Trends
Top Institutional Holders (439 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 48,995,053 | $782M | +2,481,905 | +5.3% | 8Q | SEC ↗ |
| 2 | Dodge & Cox | 32,564,312 | $520M | -162,376 | -0.5% | 19Q | SEC ↗ |
| 3 | ARGA Investment Management, LP | 24,643,382 | $393M | +3,944,247 | +19.1% | 4Q | SEC ↗ |
| 4 | GENERAL ATLANTIC, L.P. | 20,566,133 | $328M | — | +0.0% | 27Q | SEC ↗ |
| 5 | Capital World Investors | 19,370,669 | $309M | +267,374 | +1.4% | 17Q | SEC ↗ |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 12,558,750 | $200M | +227,699 | +1.8% | 5Q | SEC ↗ |
| 7 | STATE STREET CORP | 9,695,792 | $155M | -68,187 | -0.7% | 24Q | SEC ↗ |
| 8 | Ninety One UK Ltd | 8,058,589 | $129M | +2,912 | +0.0% | 14Q | SEC ↗ |
| 9 | FMR LLC | 7,976,508 | $127M | -1,109,197 | -12.2% | 27Q | SEC ↗ |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 7,026,948 | $112M | -632,279 | -8.3% | 7Q | SEC ↗ |
| 11 | MARSHALL WACE, LLP | 6,528,760 | $104M | +3,288,393 | +101.5% | 13Q | SEC ↗ |
| 12 | MORGAN STANLEY | 6,489,878 | $104M | +508,986 | +8.5% | 27Q | SEC ↗ |
| 13 | Capital Research Global Investors | 5,038,054 | $80M | +36,872 | +0.7% | 2Q | SEC ↗ |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 4,845,463 | $77M | +71,459 | +1.5% | 27Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 4,831,527 | $77M | -315,718 | -6.1% | 15Q | SEC ↗ |
| 16 | SPX Gestao de Recursos Ltda | 4,813,132 | $77M | +3,626,059 | +305.5% | 6Q | SEC ↗ |
| 17 | FRANKLIN RESOURCES INC | 4,470,393 | $71M | +1,455,097 | +48.3% | 22Q | SEC ↗ |
| 18 | Fisher Asset Management, LLC | 4,105,772 | $66M | -295,076 | -6.7% | 19Q | SEC ↗ |
| 19 | Seafarer Capital Partners, LLC | 3,911,000 | $62M | +140,000 | +3.7% | 19Q | SEC ↗ |
| 20 | NORGES BANK NEW | 3,722,196 | $59M | — | +0.0% | 1Q | SEC ↗ |
| 21 | AMERICAN CENTURY COMPANIES INC | 3,168,108 | $51M | +186,068 | +6.2% | 15Q | SEC ↗ |
| 22 | OAKTREE CAPITAL MANAGEMENT LP | 3,116,809 | $50M | -55,200 | -1.7% | 4Q | SEC ↗ |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,050,946 | $49M | +858,554 | +39.2% | 2Q | SEC ↗ |
| 24 | Legal & General Group Plc | 2,806,911 | $45M | -9,393 | -0.3% | 25Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 2,793,275 | $45M | +145,582 | +5.5% | 26Q | SEC ↗ |
| 26 | DZ BANK AG Deutsche Zentral Genossensc | 2,723,316 | $43M | +776,683 | +39.9% | 3Q | SEC ↗ |
| 27 | BAMCO INC /NY | 2,634,268 | $42M | -40,303 | -1.5% | 27Q | SEC ↗ |
| 28 | ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 2,082,802 | $33M | -299,736 | -12.6% | 9Q | SEC ↗ |
| 29 | BANK OF MONTREAL /CAN | 1,980,045 | $32M | +168,062 | +9.3% | 3Q | SEC ↗ |
| 30 | Russell Investments Group, Ltd. | 1,901,484 | $30M | -58,541 | -3.0% | 12Q | SEC ↗ |
| 31 | Navi International - Administradora e | 1,837,985 | $29M | -840,965 | -31.4% | 3Q | SEC ↗ |
| 32 | Ninety One North America, Inc. | 1,822,045 | $29M | -102,582 | -5.3% | 4Q | SEC ↗ |
| 33 | NEW YORK STATE COMMON RETIREMENT FUND | 1,767,739 | $28M | +248,995 | +16.4% | 13Q | SEC ↗ |
| 34 | UBS Group AG | 1,724,803 | $28M | +251,295 | +17.1% | 27Q | SEC ↗ |
| 35 | Man Group plc | 1,724,253 | $28M | -1,081,163 | -38.5% | 3Q | SEC ↗ |
| 36 | SEI INVESTMENTS CO | 1,666,860 | $27M | +40,371 | +2.5% | 15Q | SEC ↗ |
| 37 | GOLDMAN SACHS GROUP INC | 1,583,348 | $25M | +83,735 | +5.6% | 15Q | SEC ↗ |
| 38 | FEDERATED HERMES, INC. | 1,544,150 | $25M | -49,920 | -3.1% | 7Q | SEC ↗ |
| 39 | Praetorian PR LLC | 1,525,000 | $24M | +525,000 | +52.5% | 7Q | SEC ↗ |
| 40 | Fourth Sail Capital LP NEW | 1,500,660 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Nuveen, LLC | 1,448,098 | $23M | +22,594 | +1.6% | 6Q | SEC ↗ |
| 42 | DEUTSCHE BANK AG | 1,335,820 | $21M | -363,290 | -21.4% | 27Q | SEC ↗ |
| 43 | Bridgewater Associates, LP NEW | 1,255,551 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC | 1,247,431 | $20M | +485,586 | +63.7% | 27Q | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 1,236,549 | $20M | +38,871 | +3.2% | 17Q | SEC ↗ |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,224,028 | $20M | +75,385 | +6.6% | 4Q | SEC ↗ |
| 47 | Amundi | 1,153,349 | $18M | -3,738 | -0.3% | 21Q | SEC ↗ |
| 48 | Itau Unibanco Holding S.A. NEW | 1,123,028 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 49 | CITIGROUP INC | 1,061,750 | $17M | -62,488 | -5.6% | 26Q | SEC ↗ |
| 50 | HSBC HOLDINGS PLC | 1,052,409 | $17M | -10,311 | -1.0% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 3,722,196 | $59M |
| Fourth Sail Capital LP | 1,500,660 | $24M |
| Bridgewater Associates, LP | 1,255,551 | $20M |
| Itau Unibanco Holding S.A. | 1,123,028 | $18M |
| Sagil Capital LLP | 1,000,000 | $16M |
| Endure Capital Management, LLC | 461,977 | $7M |
| Allianz Asset Management GmbH | 368,775 | $6M |
| Jupiter Topco LLC | 207,699 | $3M |
| THOMPSON SIEGEL & WALMSLEY LLC | 197,300 | $3M |
| MATTHEWS INTERNATIONAL CAPITAL MANA | 195,202 | $3M |
| Cyndeo Wealth Partners, LLC | 192,580 | $3M |
| JANUS HENDERSON GROUP PLC | 186,840 | $3M |
| Harding Loevner LP | 162,616 | $3M |
| Schonfeld Strategic Advisors LLC | 148,408 | $2M |
| Banco BTG Pactual S.A. | 100,180 | $2M |
| Sixth Street Partners Management Co | 90,756 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 63,398 | $1M |
| Swiss Life Asset Management Ltd | 61,625 | $984K |
| BOOTHBAY FUND MANAGEMENT, LLC | 33,528 | $535K |
| Ninety One SA (Pty) Ltd | 32,804 | $524K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SQUADRA INVESTMENTS - GESTAO DE REC | 3,909,501 | $62M |
| JENNISON ASSOCIATES LLC | 1,357,313 | $22M |
| Think Investments LP | 1,132,200 | $18M |
| Aware Super Pty Ltd as trustee of A | 797,491 | $13M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | 596,760 | $10M |
| Absolute Gestao de Investimentos Lt | 584,578 | $9M |
| PointState Capital LP | 571,756 | $9M |
| Truxt Investmentos Ltda. | 568,151 | $9M |
| GLOBEFLEX CAPITAL L P | 343,320 | $5M |
| TWINBEECH CAPITAL LP | 319,928 | $5M |
| PDT Partners, LLC | 292,877 | $5M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 270,979 | $4M |
| Cinctive Capital Management LP | 226,772 | $4M |
| APG Asset Management N.V. | 212,000 | $3M |
| BARINGS LLC | 200,683 | $3M |
| Nutshell Asset Management Ltd | 200,000 | $3M |
| Capital Wealth Planning, LLC | 197,874 | $3M |
| Wealth High Governance Asset Manage | 194,892 | $3M |
| MIRABELLA FINANCIAL SERVICES LLP | 175,320 | $3M |
| Verde Servicos Internacionais S.A. | 168,923 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ARGA Investment Management, LP | +3,944,247 | +19.1% | 24,643,382 |
| SPX Gestao de Recursos Ltda | +3,626,059 | +305.5% | 4,813,132 |
| MARSHALL WACE, LLP | +3,288,393 | +101.5% | 6,528,760 |
| BlackRock, Inc. | +2,481,905 | +5.3% | 48,995,053 |
| FRANKLIN RESOURCES INC | +1,455,097 | +48.3% | 4,470,393 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +858,554 | +39.2% | 3,050,946 |
| DZ BANK AG Deutsche Zentral Genosse | +776,683 | +39.9% | 2,723,316 |
| JPMORGAN CHASE & CO | +560,307 | +126.2% | 1,004,358 |
| Praetorian PR LLC | +525,000 | +52.5% | 1,525,000 |
| MORGAN STANLEY | +508,986 | +8.5% | 6,489,878 |
| CITADEL ADVISORS LLC | +485,586 | +63.7% | 1,247,431 |
| JGP Global Gestao de Recursos Ltda. | +397,671 | +153.2% | 657,219 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +338,082 | +133.2% | 591,851 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | +321,889 | +110.4% | 613,381 |
| Capital World Investors | +267,374 | +1.4% | 19,370,669 |
| Connor, Clark & Lunn Investment Man | +264,176 | +312.7% | 348,650 |
| UBS Group AG | +251,295 | +17.1% | 1,724,803 |
| NEW YORK STATE COMMON RETIREMENT FU | +248,995 | +16.4% | 1,767,739 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +227,699 | +1.8% | 12,558,750 |
| AMERICAN CENTURY COMPANIES INC | +186,068 | +6.2% | 3,168,108 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD | -5,420,629 | -96.2% | 212,371 |
| UBS AM, a distinct business unit of | -2,933,751 | -99.7% | 8,734 |
| FMR LLC | -1,109,197 | -12.2% | 7,976,508 |
| Man Group plc | -1,081,163 | -38.5% | 1,724,253 |
| Assenagon Asset Management S.A. | -982,997 | -50.9% | 947,448 |
| Robeco Institutional Asset Manageme | -951,398 | -57.4% | 704,779 |
| Navi International - Administradora | -840,965 | -31.4% | 1,837,985 |
| SG Americas Securities, LLC | -640,143 | -94.1% | 40,364 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -632,279 | -8.3% | 7,026,948 |
| Optiver Holding B.V. | -589,610 | -37.4% | 985,206 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -549,692 | -47.9% | 597,672 |
| FIL Ltd | -406,791 | -36.1% | 719,544 |
| ALLIANCEBERNSTEIN L.P. | -379,618 | -51.8% | 353,106 |
| TWO SIGMA INVESTMENTS, LP | -375,933 | -57.3% | 280,082 |
| DEUTSCHE BANK AG | -363,290 | -21.4% | 1,335,820 |
| Handelsbanken Fonder AB | -316,000 | -88.0% | 43,139 |
| BANK OF AMERICA CORP /DE | -315,718 | -6.1% | 4,831,527 |
| ATMOS CAPITAL GESTAO DE RECURSOS LT | -299,736 | -12.6% | 2,082,802 |
| Fisher Asset Management, LLC | -295,076 | -6.7% | 4,105,772 |
| Invesco Ltd. | -289,089 | -34.2% | 556,031 |