XP Inc. (XP) — Institutional Holders, Q2 2026 (page 3)
324 institutional investment managers reported a XP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
XP 13F holders ranked 201–300 of 324
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Cerity Partners#201 · 22,075 sh | 22,075 | $358.9K | <0.01% | +70.7% |
| 202 | WEALTH ENHANCEMENT ADVISORY SERVICES#202 · 20,768 sh | 20,768 | $351.4K | — | +5.9% |
| 203 | Graham Capital Management, L.P.#203 · 21,425 sh | 21,425 | $348.4K | <0.01% | +25.0% |
| 204 | Sumitomo Mitsui DS Asset Management Company, Ltd#204 · 21,315 sh | 21,315 | $346.6K | — | -0.2% |
| 205 | PRUDENTIAL PLC#205 · 21,307 sh | 21,307 | $346.5K | <0.01% | -8.4% |
| 206 | Utah Retirement Systems#206 · 20,483 sh | 20,483 | $333.1K | <0.01% | -4.4% |
| 207 | SEB Asset Management AB#207 · 20,434 sh | 20,434 | $332.3K | <0.01% | -81.8% |
| 208 | Dakota Wealth Management#208 · 20,272 sh | 20,272 | $329.6K | <0.01% | +16.2% |
| 209 | NISA INVESTMENT ADVISORS#209 · 19,939 sh | 19,939 | $324.2K | — | +1113.6% |
| 210 | Ensign Peak Advisors#210 · 19,750 sh | 19,750 | $321.1K | <0.01% | 0.0% |
| 211 | Merit Financial Group#211 · 19,737 sh | 19,737 | $320.9K | <0.01% | +29.3% |
| 212 | IMC-Chicago#212 · 19,621 sh | 19,621 | $319.0K | <0.01% | +6.6% |
| 213 | Maryland State Retirement & Pension System#213 · 19,068 sh | 19,068 | $310.0K | <0.01% | 0.0% |
| 214 | Outlook Wealth Advisors#214 · 18,822 sh | 18,822 | $306.0K | 0.07% | -0.4% |
| 215 | PNC FINANCIAL SERVICES GROUP#215 · 18,685 sh | 18,685 | $303.8K | <0.01% | +7.3% |
| 216 | Orion Porfolio Solutions#216 · 18,522 sh | 18,522 | $301.2K | <0.01% | -10.7% |
| 217 | Vestcor#217 · 18,317 sh | 18,317 | $298.0K | <0.01% | 0.0% |
| 218 | TANDEM CAPITAL MANAGEMENT#218 · 17,983 sh | 17,983 | $292.4K | — | -8.5% |
| 219 | AMALGAMATED BANK#219 · 17,744 sh | 17,744 | $289.0K | — | -55.0% |
| 220 | Janney Montgomery Scott#220 · 17,213 sh | 17,213 | $280.0K | <0.01% | -11.7% |
| 221 | Harvest Fund Management , Ltd#221 · 16,832 sh | 16,832 | $274.0K | <0.01% | -1.8% |
| 222 | Pekin Hardy Strauss#222 · 16,300 sh | 16,300 | $265.0K | 0.02% | -5.8% |
| 223 | MERCER GLOBAL ADVISORS#223 · 16,293 sh | 16,293 | $264.9K | <0.01% | +0.1% |
| 224 | OSAIC#224 · 16,062 sh | 16,062 | $261.2K | <0.01% | -10.3% |
| 225 | FLPUTNAM INVESTMENT MANAGEMENT#225 · 15,340 sh | 15,340 | $249.4K | <0.01% | New |
| 226 | Sciencast Management#226 · 15,086 sh | 15,086 | $245.3K | 0.05% | -91.1% |
| 227 | ABN AMRO INVESTMENT SOLUTIONS#227 · 14,600 sh | 14,600 | $237.4K | — | -53.4% |
| 228 | CIBC Asset Management#228 · 13,705 sh | 13,705 | $222.8K | <0.01% | +2.1% |
| 229 | DELTEC ASSET MANAGEMENT#229 · 13,000 sh | 13,000 | $211.4K | — | 0.0% |
| 230 | PCM Encore#230 · 12,776 sh | 12,776 | $207.7K | 0.04% | -3.7% |
| 231 | Vanguard Personalized Indexing Management#231 · 12,582 sh | 12,582 | $204.6K | <0.01% | -13.1% |
| 232 | US BANCORP \DE\#232 · 12,495 sh | 12,495 | $203.2K | <0.01% | -19.4% |
| 233 | ROYAL BANK OF CANADA#233 · 12,260 sh | 12,260 | $198.0K | 0.00% | -28.8% |
| 234 | North Dakota State Investment Board#234 · 11,857 sh | 11,857 | $192.8K | <0.01% | +2.5% |
| 235 | Sterling Capital Management#235 · 11,813 sh | 11,813 | $192.1K | — | -4.3% |
| 236 | RAYMOND JAMES FINANCIAL#236 · 11,798 sh | 11,798 | $191.8K | <0.01% | -2.3% |
| 237 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#237 · 11,576 sh | 11,576 | $188.2K | <0.01% | -94.7% |
| 238 | YOUSIF CAPITAL MANAGEMENT#238 · 11,515 sh | 11,515 | $187.2K | — | +0.1% |
| 239 | Mount Yale Investment Advisors#239 · 11,481 sh | 11,481 | $186.7K | <0.01% | New |
| 240 | OneAscent Financial Services#240 · 11,430 sh | 11,430 | $185.9K | <0.01% | -55.6% |
| 241 | OPPENHEIMER ASSET MANAGEMENT#241 · 11,162 sh | 11,162 | $181.5K | <0.01% | -2.5% |
| 242 | GAMMA Investing#242 · 11,098 sh | 11,098 | $180.5K | — | -14.8% |
| 243 | Cetera Investment Advisers#243 · 10,626 sh | 10,626 | $172.8K | <0.01% | -40.1% |
| 244 | Leonteq Securities AG#244 · 10,499 sh | 10,499 | $170.7K | <0.01% | New |
| 245 | Vinva Investment Management Ltd#245 · 10,356 sh | 10,356 | $168.9K | <0.01% | New |
| 246 | MIRAE ASSET GLOBAL ETFS Ltd.#246 · 9,499 sh | 9,499 | $154.6K | <0.01% | +11.5% |
| 247 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#247 · 8,734 sh | 8,734 | $142.0K | 0.00% | -99.7% |
| 248 | Global X Japan , Ltd.#248 · 6,542 sh | 6,542 | $106.4K | — | +14.1% |
| 249 | MetLife Investment Management#249 · 6,407 sh | 6,407 | $104.2K | <0.01% | -20.5% |
| 250 | Strategic Investment Advisors / MI#250 · 6,304 sh | 6,304 | $102.5K | <0.01% | -4.7% |
| 251 | SRS Capital Advisors#251 · 6,103 sh | 6,103 | $99.2K | <0.01% | +609.7% |
| 252 | JONES FINANCIAL COMPANIES LLLP#252 · 5,900 sh | 5,900 | $95.2K | 0.00% | +28.4% |
| 253 | Integrated Wealth Concepts#253 · 5,601 sh | 5,601 | $91.1K | <0.01% | New |
| 254 | SIGNATUREFD#254 · 5,451 sh | 5,451 | $88.6K | — | -5.3% |
| 255 | Rossby Financial, LCC#255 · 4,925 sh | 4,925 | $80.1K | 0.01% | -0.5% |
| 256 | EFG International AG#256 · 4,200 sh | 4,200 | $68.3K | <0.01% | 0.0% |
| 257 | Versant Capital Management#257 · 3,559 sh | 3,559 | $57.9K | — | -31.9% |
| 258 | Global Retirement Partners#258 · 2,887 sh | 2,887 | $46.9K | <0.01% | — |
| 259 | Ronald Blue#259 · 2,452 sh | 2,452 | $39.9K | — | -33.1% |
| 260 | Essential Partners#260 · 2,412 sh | 2,412 | $39.2K | — | +539.8% |
| 261 | Altshuler Shaham Ltd#261 · 2,096 sh | 2,096 | $34.1K | <0.01% | New |
| 262 | Farther Finance Advisors#262 · 2,062 sh | 2,062 | $33.5K | — | +18.1% |
| 263 | EverSource Wealth Advisors#263 · 1,599 sh | 1,599 | $26.0K | <0.01% | -31.0% |
| 264 | Covestor Ltd#264 · 1,613 sh | 1,613 | $26.0K | 0.01% | -55.6% |
| 265 | Parallel Advisors#265 · 1,560 sh | 1,560 | $25.4K | <0.01% | -52.6% |
| 266 | Rockefeller Capital Management L.P.#266 · 1,505 sh | 1,505 | $24.5K | 0.00% | -8.3% |
| 267 | Transamerica Financial Advisors#267 · 1,423 sh | 1,423 | $23.1K | <0.01% | +17.6% |
| 268 | Grove Bank#268 · 1,384 sh | 1,384 | $22.5K | — | -3.1% |
| 269 | Tower Research Capital (TRC)#269 · 1,121 sh | 1,121 | $18.2K | <0.01% | -92.2% |
| 270 | MassMutual Private Wealth & , FSB#270 · 1,120 sh | 1,120 | $18.2K | — | +2.0% |
| 271 | Triumph Capital Management#271 · 1,100 sh | 1,100 | $17.9K | — | 0.0% |
| 272 | SBI Securities , Ltd.#272 · 899 sh | 899 | $14.6K | — | +162.1% |
| 273 | Mirae Asset Global Investments , Ltd.#273 · 892 sh | 892 | $14.5K | 0.00% | 0.0% |
| 274 | Allworth Financial#274 · 847 sh | 847 | $13.8K | <0.01% | -32.5% |
| 275 | Larson Financial Group#275 · 727 sh | 727 | $11.8K | <0.01% | -8.7% |
| 276 | Stone House Investment Management#276 · 564 sh | 564 | $9.2K | — | +69.9% |
| 277 | Westside Investment Management#277 · 545 sh | 545 | $8.9K | <0.01% | 0.0% |
| 278 | IFP Advisors#278 · 438 sh | 438 | $7.1K | — | +274.4% |
| 279 | Clearstead#279 · 429 sh | 429 | $7.0K | <0.01% | 0.0% |
| 280 | Cedar Mountain Advisors#280 · 424 sh | 424 | $6.9K | — | 0.0% |
| 281 | Smartleaf Asset Management#281 · 357 sh | 357 | $5.8K | <0.01% | 0.0% |
| 282 | ROTHSCHILD INVESTMENT#282 · 334 sh | 334 | $5.4K | <0.01% | -78.1% |
| 283 | Parkside Financial Bank#283 · 280 sh | 280 | $4.6K | — | -12.8% |
| 284 | Continuum Advisory#284 · 270 sh | 270 | $4.4K | <0.01% | New |
| 285 | MV CAPITAL MANAGEMENT#285 · 249 sh | 249 | $4.0K | <0.01% | -3.1% |
| 286 | Bell Investment Advisors#286 · 208 sh | 208 | $3.4K | <0.01% | +100.0% |
| 287 | Owl Creek Wealth Partners#287 · 205 sh | 205 | $3.3K | — | 0.0% |
| 288 | Pinnacle Wealth Planning Services#288 · 178 sh | 178 | $2.9K | <0.01% | -44.2% |
| 289 | SJS Investment Consulting#289 · 166 sh | 166 | $2.7K | — | +3220.0% |
| 290 | Activest Wealth Management#290 · 125 sh | 125 | $2.0K | — | +0.8% |
| 291 | BESSEMER GROUP#291 · 121 sh | 121 | $2.0K | 0.00% | 0.0% |
| 292 | Ramirez Asset Management#292 · 122 sh | 122 | $2.0K | <0.01% | 0.0% |
| 293 | Park Place Capital#293 · 103 sh | 103 | $1.7K | <0.01% | 0.0% |
| 294 | Silver Grove Financial Group#294 · 102 sh | 102 | $1.7K | <0.01% | New |
| 295 | Fortitude Family Office#295 · 99 sh | 99 | $1.6K | — | New |
| 296 | Cromwell#296 · 97 sh | 97 | $1.6K | <0.01% | +83.0% |
| 297 | THURSTON, SPRINGER, MILLER, HERD & TITAK#297 · 86 sh | 86 | $1.4K | — | New |
| 298 | Banque Transatlantique SA#298 · 85 sh | 85 | $1.4K | 0.00% | 0.0% |
| 299 | ACTION POINT FINANCIAL PLANNING#299 · 83 sh | 83 | $1.3K | <0.01% | New |
| 300 | Clearstead Advisors#300 · 81 sh | 81 | $1.3K | 0.00% | +200.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.