Who Owns XP Stock?
NASDAQ: XPFinancial ServicesCapital MarketsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 82.71%
- Held by insiders
- 0.73%
- Institutional holders
- 499
- Institutions 82.7%
- Insiders 0.7%
- Public and other 16.6%
Who owns XP stock?
Institutional investors own about 82.7% of XP's shares, spread across 499 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.73% of XP.
The largest institutional holders are Blackrock Inc. (11.75%), Dodge & Cox Inc. (7.81%) and ARGA Investment Management, LP (5.91%). Together, the top 10 institutions control 45.9% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their XP positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of XP
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 49.00M | 11.75% | +5.3% |
| Dodge & Cox Inc. | 32.56M | 7.81% | -0.5% |
| ARGA Investment Management, LP | 24.64M | 5.91% | +19.1% |
| General Atlantic, L.P. | 20.57M | 4.93% | 0.0% |
| Capital World Investors | 19.37M | 4.65% | +1.4% |
| Massachusetts Financial Services Co. | 12.56M | 3.01% | +1.9% |
| State Street Corporation | 9.70M | 2.33% | -0.7% |
| Ninety One UK Ltd | 8.06M | 1.93% | +0.0% |
| FMR, LLC | 7.98M | 1.91% | -12.2% |
| Arrowstreet Capital, Limited Partnership | 7.03M | 1.69% | -8.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of XP
| Fund | Shares | % Held |
|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | 16.48M | 3.95% |
| New World Fund Inc | 8.09M | 1.94% |
| iShares, Inc.-iShares MSCI Brazil ETF | 6.62M | 1.59% |
| Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities | 5.51M | 1.32% |
| Dodge & Cox Funds-Dodge & Cox Global Stock Fund | 5.25M | 1.26% |
| MFS SERIES TRUST X-MFS International Growth Fund | 5.16M | 1.24% |
| iShares, Inc.-iShares Core MSCI Emerging Markets ETF | 4.53M | 1.09% |
| New Economy Fund | 4.13M | 0.99% |
| Dodge & Cox Funds-Dodge & Cox Balanced Fund | 3.97M | 0.95% |
| FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund | 3.70M | 0.89% |
Frequently asked questions
Who is the largest shareholder of XP?
Blackrock Inc. is the largest institutional shareholder of XP, owning 11.75% of shares outstanding (49.00M shares) as of its latest 13F filing.
What percentage of XP is owned by institutions?
Institutions own about 82.7% of XP shares and 83.3% of the public float.
How much of XP do insiders own?
Insiders, such as officers and directors, own about 0.73% of XP shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.