Xp Inc (XP) Ownership

21.06 ↑0.51 (2.48%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Dodge & Cox is the biggest individual institutional holder of Xp Inc (XP), owning a total of 30.2 million shares. Combined, the top 39 institutional holders of XP own 56.49% of the company with a total of 309.8 million shares.

In the latest ownership report on December 31st 2023, the top 39 institutional holders increased their combined ownership of XP by 18.4 million shares. 11 institutions bought 21,742,216 total additional shares and increased their ownership by an average of 152.37%. However 7 institutions sold 3,302,059 total shares and decreased their ownership by an average of 4.77%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Xp increased by a net total of 18,440,157 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox	5.512%	-0.170%	30,228,845	-51,600	2023-12-31
General Atlantic Llc	5.400%	0.000%	29,617,733	0	2023-12-31
FMR Inc	4.326%	10.168%	23,722,787	2,189,469	2023-12-31
Mawer Investment Management Ltd	3.311%	-0.435%	18,160,036	-79,407	2023-12-31
BlackRock Inc	3.299%	24.112%	18,090,310	3,514,562	2023-12-31
Capital World Investors	2.823%	-10.370%	15,480,556	-1,791,117	2023-12-31
Harding Loevner L.P.	2.391%	5.917%	13,115,121	732,614	2023-12-31
Sands Capital Management, LLC	1.966%	-2.132%	10,783,113	-234,894	2023-12-31
Canada Pension Plan Investment Board	1.479%	58.938%	8,113,827	3,008,809	2023-12-31
Atmos Capital Gestão de Recursos Ltda	1.300%	-5.553%	7,126,997	-419,000	2023-12-31
Bank of New York Mellon Corp	0.951%	-10.204%	5,214,477	-592,561	2023-12-31
T. Rowe Price Associates, Inc.	0.899%	6.323%	4,929,877	293,160	2023-12-31
Two Sigma Investments LLC	0.811%	178.628%	4,445,716	2,850,140	2023-12-31
State Street Corporation	0.676%	4.395%	3,706,658	156,061	2023-12-31
Arrowstreet Capital Limited Partnership	0.666%	800.891%	3,653,799	3,248,223	2023-12-31
Seafarer Capital Partners, LLC	0.630%	1.468%	3,455,000	50,000	2023-12-31
Constellation Investimentos e Participacoes Ltda	0.596%	0.000%	3,270,009	3,270,009	2023-12-31
Fisher Asset Management, LLC	0.519%	585.221%	2,844,255	2,429,169	2023-12-31
Ninety One UK Limited	0.510%	-4.555%	2,797,008	-133,480	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox	5.512%	-0.170%	30,228,845	-51,600	2023-12-31
General Atlantic Llc	5.400%	0.000%	29,617,733	0	2023-12-31
FMR Inc	4.326%	10.168%	23,722,787	2,189,469	2023-12-31
Mawer Investment Management Ltd	3.311%	-0.435%	18,160,036	-79,407	2023-12-31
BlackRock Inc	3.299%	24.112%	18,090,310	3,514,562	2023-12-31
Capital World Investors	2.823%	-10.370%	15,480,556	-1,791,117	2023-12-31
Harding Loevner L.P.	2.391%	5.917%	13,115,121	732,614	2023-12-31
Pacer Advisors, INC.	2.172%	0.000%	11,883,130	11,883,130	2023-09-30
JPMorgan Chase & Co	2.143%	-7.802%	11,721,813	-991,926	2023-03-31
Sands Capital Management, LLC	1.966%	-2.132%	10,783,113	-234,894	2023-12-31
Canada Pension Plan Investment Board	1.479%	58.938%	8,113,827	3,008,809	2023-12-31
Tiger Technology Management LLC	1.334%	0.000%	7,295,436	7,295,436	2023-03-31
Atmos Capital Gestão de Recursos Ltda	1.300%	-5.553%	7,126,997	-419,000	2023-12-31
Squadra Investimentos Gestão de Recursos Ltda	1.264%	-5.401%	6,931,670	-395,763	2023-09-30
Sustainable Growth Advisers, LP	1.118%	17.336%	6,054,252	894,499	2022-12-31
Dynamo Administração de Recursos Ltda	0.968%	-15.907%	5,426,718	-1,026,513	2022-09-30
Bank of New York Mellon Corp	0.951%	-10.204%	5,214,477	-592,561	2023-12-31
Durable Capital Partners LP	0.928%	-24.844%	5,075,082	-1,677,685	2023-09-30
TT International Asset Management Ltd	0.906%	65.682%	4,955,147	1,964,386	2023-03-31
T. Rowe Price Associates, Inc.	0.899%	6.323%	4,929,877	293,160	2023-12-31
Truxt Investimentos Ltda	0.890%	-35.190%	4,870,369	-2,644,471	2023-09-30
Dragoneer Investment Group, LLC	0.860%	0.000%	4,657,296	4,657,296	2022-12-31
Two Sigma Investments LLC	0.811%	178.628%	4,445,716	2,850,140	2023-12-31
Wellington Management Company LLP	0.752%	10.554%	4,215,172	402,415	2022-09-30
Schroder Investment Management Group	0.757%	-0.290%	4,139,969	-12,030	2023-03-31
State Street Corporation	0.676%	4.395%	3,706,658	156,061	2023-12-31
Arrowstreet Capital Limited Partnership	0.666%	800.891%	3,653,799	3,248,223	2023-12-31
Sharp Capital Gestora de Recursos Ltda.	0.638%	-23.146%	3,490,603	-1,051,230	2023-09-30
Seafarer Capital Partners, LLC	0.630%	1.468%	3,455,000	50,000	2023-12-31
DYNAMO INTERNACIONAL GESTAO DE RECURSOS	0.602%	-54.221%	3,373,505	-3,995,653	2022-09-30
Constellation Investimentos e Participacoes Ltda	0.596%	0.000%	3,270,009	3,270,009	2023-12-31
Orbis Allan Gray Ltd	0.594%	15.821%	3,249,274	443,843	2023-03-31
Southpoint Capital Advisors LP	0.571%	-11.111%	3,200,000	-400,000	2022-06-30
Maverick Capital Ltd	0.539%	16.460%	2,949,531	416,865	2023-03-31
Fisher Asset Management, LLC	0.519%	585.221%	2,844,255	2,429,169	2023-12-31
Ninety One UK Limited	0.510%	-4.555%	2,797,008	-133,480	2023-12-31
Alkeon Capital Management, LLC	0.479%	-12.499%	2,617,617	-373,922	2023-06-30
BAMCO Inc	0.463%	43.445%	2,529,524	766,107	2023-06-30
Morgan Stanley - Brokerage Accounts	0.447%	-16.886%	2,445,478	-496,836	2023-06-30

Mutual Fund Ownership

Dodge & Cox International Stock I is the biggest individual fund holder of Xp Inc (XP), owning a total of 17.8 million shares. Combined, the top 41 mutual fund holders of XP own 35.29% of the company with a total of 193.3 million shares.

In the latest ownership report on March 31st 2024, the top 41 fund holders increased their combined ownership of XP by 9.4 million shares. 4 funds bought 10,744,910 total additional shares and increased their ownership by an average of 25.07%. However 3 funds sold 1,365,191 total shares and decreased their ownership by an average of 6.29%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Xp increased by a net total of 9,379,719 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox International Stock I	3.241%	0.000%	17,776,502	0	2024-03-31
American Funds New World A	2.201%	51.399%	12,069,247	4,097,445	2024-03-31
Sands Capital Emerging Markets Growth EQ	1.342%	-12.781%	7,359,273	-1,078,381	2024-03-31
American Funds Capital World Gr&Inc A	1.036%	0.000%	5,682,793	5,682,793	2024-03-31
Dodge & Cox Global Stock I	0.819%	-5.640%	4,491,967	-268,500	2024-03-31
American Funds Europacific Growth A	0.735%	-0.452%	4,033,261	-18,310	2024-03-31
Dodge & Cox Balanced Composite	0.488%	0.000%	2,677,200	0	2024-03-31
Dodge & Cox Balanced I	0.488%	0.000%	2,677,200	0	2024-03-31
Baron Emerging Markets Institutional	0.448%	24.433%	2,456,483	482,336	2024-03-31
Baron Emerging Markets Strategy	0.448%	24.433%	2,456,483	482,336	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox International Stock I	3.241%	0.000%	17,776,502	0	2024-03-31
Pacer US Cash Cows 100 ETF	2.397%	0.208%	13,109,594	27,188	2023-11-30
American Funds New World A	2.201%	51.399%	12,069,247	4,097,445	2024-03-31
Sands Capital Emerging Markets Growth	1.728%	29.147%	9,357,434	2,111,865	2023-03-31
Fidelity® Series Emerging Markets Opps	1.599%	0.000%	8,746,465	0	2023-11-30
Fidelity Series Emerging Markets Opps	1.595%	0.000%	8,746,465	0	2024-02-29
Sands Capital Emerging Markets Growth EQ	1.342%	-12.781%	7,359,273	-1,078,381	2024-03-31
Mawer Global Equity A	1.278%	0.000%	7,007,216	0	2024-02-29
American Funds Capital World Gr&Inc A	1.036%	0.000%	5,682,793	5,682,793	2024-03-31
Harding Loevner International Eq Instl	0.982%	-5.245%	5,386,671	-298,152	2023-12-31
Capital Group World Growth & Inc Cmp	0.913%	0.000%	4,946,500	0	2023-03-31
Capital Group Wrld Grwth & Inc Trust Cmp	0.883%	11.735%	4,946,500	519,500	2022-12-31
Dodge & Cox Global Stock I	0.819%	-5.640%	4,491,967	-268,500	2024-03-31
JPMorgan Emerging Markets Equity L	0.800%	0.000%	4,330,515	0	2023-04-30
Capital Group EuroPacific Growth Comp	0.739%	0.000%	4,051,571	0	2023-12-31
American Funds Europacific Growth A	0.735%	-0.452%	4,033,261	-18,310	2024-03-31
JPM Emerging Markets Equity A (dist) USD	0.744%	0.000%	4,028,993	0	2023-04-30
JPM GEM Focused-Composite	0.744%	0.000%	4,028,993	0	2023-03-31
Manulife Global Equity Class F	0.669%	1.740%	3,670,703	62,775	2024-02-29
Fidelity Emerging Markets Fund	0.606%	0.000%	3,322,700	0	2024-02-29
Fidelity Emerging Markets	0.607%	0.000%	3,322,700	0	2023-10-31
Fidelity Advisor Emerging Markets	0.607%	0.000%	3,322,700	0	2023-11-30
Seafarer Overseas Gr and Income Instl	0.602%	2.485%	3,299,000	80,000	2023-12-31
T. Rowe Price International Gr Eq Tr-D	0.534%	41.973%	2,993,145	884,900	2022-12-31
T. Rowe Price International Stock	0.546%	-29.367%	2,958,505	-1,230,075	2023-03-31
T. Rowe Price International Growth Eq	0.546%	-29.367%	2,958,505	-1,230,075	2023-03-31
T. Rowe Price All-Cap Opportunities Fund	0.508%	7.991%	2,847,356	210,700	2022-09-30
Touchstone Sands Cptl Emerg Mkts Gr Inst	0.516%	-4.662%	2,827,587	-138,258	2023-12-31
Dodge & Cox Balanced Composite	0.488%	0.000%	2,677,200	0	2024-03-31
Dodge & Cox Balanced I	0.488%	0.000%	2,677,200	0	2024-03-31
FIAM Emerging Markets Opports Cmgld Pl	0.461%	9.877%	2,497,565	224,500	2022-12-31
Baron Emerging Markets Institutional	0.448%	24.433%	2,456,483	482,336	2024-03-31
Baron Emerging Markets Strategy	0.448%	24.433%	2,456,483	482,336	2024-03-31
T. Rowe Price International Core Equity	0.430%	-0.554%	2,407,507	-13,416	2022-09-30
FIAM Emerging Markets Opports CIT	0.439%	0.000%	2,406,665	0	2024-02-29
Dodge & Cox Worldwide Global Stk USD Acc	0.436%	4.003%	2,390,311	92,000	2023-12-31
T. Rowe Price International Core Eq SMA	0.433%	0.000%	2,376,607	2,376,607	2023-12-31
T. Rowe Price Overseas Stock	0.433%	-0.185%	2,376,607	-4,400	2023-12-31
T. Rowe Price International Core Eq Comp	0.433%	-0.185%	2,376,607	-4,400	2023-12-31
Fidelity Advisor® Focused Em Mkts I	0.423%	11.594%	2,315,900	240,600	2023-08-31
Manulife Global Balanced FT	0.412%	0.000%	2,254,828	0	2023-11-30