Xerox Holdings Corp (XRX) — Institutional Holders, Q2 2026 (page 3)

270 institutional investment managers reported a XRX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $440.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 270. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

XRX 13F holders ranked 201–270 of 270

Institutional investors reporting a position in Xerox Holdings Corp on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
ROTHSCHILD INVESTMENT#201 · 1,266 sh$3.8K+386.9%
Farther Finance Advisors#202 · 1,398 sh$3.7K+119.1%
Larson Financial Group#203 · 1,500 sh$3.3K-58.3%
Quarry#204 · 1,031 sh$3.2KNew
Essential Partners#205 · 1,038 sh$3.1K-86.6%
Mission Financial Group#206 · 10,602 sh$2.9K—
Parallel Advisors#207 · 907 sh$2.8KNew
True Wealth Design#208 · 1,138 sh$2.8K+119.3%
Parkside Financial Bank#209 · 850 sh$2.7KNew
US BANCORP \DE\#210 · 1,187 sh$2.3K+3.4%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#211 · 7,428 sh$2.0K0.0%
SIGNATUREFD#212 · 629 sh$2.0K0.0%
North Star Investment Management#213 · 847 sh$1.8K0.0%
Steward Partners Investment Advisory#214 · 1,603 sh$1.6K+0.1%
Basecamp Wealth Advisors#215 · 472 sh$1.5K+134.8%
HARBOUR INVESTMENTS#216 · 597 sh$1.3K+0.2%
SJS Investment Consulting#217 · 469 sh$1.3K+126.6%
PRIVATE NA#218 · 346 sh$1.1KNew
Geneos Wealth Management#219 · 335 sh$1.0KNew
Bogart Wealth#220 · 327 sh$1.0K+419.0%
Coston, McIsaac & Partners#221 · 703 sh$1.0K0.0%
ESL Services#222 · 450 sh$980.000.0%
PayPay Securities#223 · 292 sh$914.00-78.8%
Costello Asset Management#224 · 375 sh$817.000.0%
TD Waterhouse Canada#225 · 375 sh$812.000.0%
GAMMA Investing#226 · 337 sh$803.00+6.0%
Key Capital Management#227 · 409 sh$795.00-1.7%
Spectrum Wealth Advisory Group#228 · 357 sh$778.00New
Fortitude Family Office#229 · 246 sh$770.00New
CoreCap Advisors#230 · 740 sh$761.00+279.5%
Clearstead Advisors#231 · 216 sh$501.00+15.5%
Ameritas Advisory Services#232 · 198 sh$431.00New
Markowski Investments#233 · 187 sh$408.00—
FIFTH THIRD BANCORP#234 · 243 sh$403.00-88.8%
LRI Investments#235 · 179 sh$392.00+0.6%
Global Retirement Partners#236 · 143 sh$310.00—
Millstone Evans Group#237 · 130 sh$284.00+49.4%
MCF Advisors#238 · 1,014 sh$283.00+0.2%
IFP Advisors#239 · 123 sh$271.000.0%
JPL Wealth Management#240 · 57 sh$179.00New
McCarley & Cook Financial Planners#241 · 81 sh$176.000.0%
NBC SECURITIES#242 · 80 sh$176.00+3900.0%
COUNTRY BANK#243 · 75 sh$164.00+50.0%
Kimelman & Baird#244 · 75 sh$164.000.0%
WEBSTER BANK, N. A.#245 · 86 sh$163.00+16.2%
SHP Wealth Management#246 · 74 sh$162.00+1.4%
Smartleaf Asset Management#247 · 72 sh$159.000.0%
McMillan Office#248 · 60 sh$130.000.0%
Elevated Capital Advisors#249 · 55 sh$121.000.0%
DiNuzzo Private Wealth#250 · 55 sh$121.000.0%
HRT FINANCIAL#251 · 27,500 sh$86.00New
PlanVest Financial#252 · 38 sh$83.00+52.0%
Front Row Advisors#253 · 25 sh$81.00New
Fortis Group Advisors#254 · 37 sh$81.000.0%
VALLEY NATIONAL ADVISERS#255 · 33 sh$73.00New
ASSETMARK#256 · 212 sh$64.00+6966.7%
Acumen Wealth Advisors#257 · 20 sh$64.00New
Johnson Financial Group#258 · 125 sh$35.000.0%
Cassaday & Wealth Management#259 · 8 sh$26.000.0%
Bare Financial Services#260 · 96 sh$26.00-66.8%
EASTERN BANK#261 · 7 sh$22.000.0%
Downshift Financial#262 · 7 sh$17.00New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT#263 · 13 sh$4.00+550.0%
DANSKE BANK A/S#264 · 5 sh$1.000.0%
Vestcor#265 · 19 sh$0.000.0%
Capital Advisors, Ltd.#266 · 3 sh$0.000.0%
Rockefeller Capital Management L.P.#267 · 1 sh$0.00-99.5%
Avion Wealth#268 · 189 sh$0.00New
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#269 · 1,650 sh—-74.1%
Elequin Securities#270 · 103 sh—-48.2%

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.