How many institutional investors hold XP?

5 tracked institutional investors disclosed a position in XP (XP INC) in their most recent 13F filing.

Who is the largest institutional holder of XP?

Izzy Englander, Millennium Management, holds the largest disclosed position in XP, valued at $111M.

What sector is XP in?

XP INC is classified in the Financial Services GICS sector.

Where does this XP ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

XP — XP INC

Name: XP INC (XP) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Financial Services

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying XP?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Net distribution · 1 buying vs 1 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their XP position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence

+1 tracked investor added or increased positions last quarter (Ray Dalio)
+5 tracked investors reported holding XP at their latest filing
+Macro Health is 56/100 in a Overheat regime — historically acceptable for Financial Servicessource

Contradicting evidence — always shown

−1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About XP INC (XP)

XP INC (XP) appears in the most recent 13F filings of 5 tracked institutional investors. XP INC is classified in the Financial Services sector. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $111M. Across recent filings, tracked investors recorded 3 new positions, 1 increased, 2 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in XP

/100

Mixed Activity

Added / Increased4

Reduced2

Exited1

BearishBullish

Crowded Trade Score™

How many top investors track XP

/100

Emerging Interest

5investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

XP Ownership Composition

How XP INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Value & Distressed

44% of tracked value

Institutions

tracked investors

Total Reported

$116.2M

combined 13F value

Value & Distressed43.6%
Multi-Strategy / Quant38.8%
Macro17.6%

Value & Distressed(1)

43.6%

Multi-Strategy / Quant(3)

38.8%

Macro(1)

17.6%

Tracked investors currently reporting XP

1 tracked investor has since exited this position — listed separately below.

Investor	Firm	Shares	Market value	% of portfolio	As of
Izzy Englander	Millennium Management	251.5K	$4.1M	0.00%	Jun 30, 2026
Howard Marks	Oaktree Capital Management	3.1M	$50.7M	0.70%	Jun 30, 2026
Ken Griffin	Citadel Advisors	2.1M	$33.6M	0.00%	Jun 30, 2026
Ray Dalio	Bridgewater Associates	1.3M	$20.4M	0.08%	Jun 30, 2026
Steve Cohen	Point72 Asset Management	454K	$7.4M	0.01%	Jun 30, 2026

Izzy EnglanderJun 30, 2026
Millennium Management
Shares
251.5K
Value
$4.1M
% Portfolio
0.00%
Howard MarksJun 30, 2026
Oaktree Capital Management
Shares
3.1M
Value
$50.7M
% Portfolio
0.70%
Ken GriffinJun 30, 2026
Citadel Advisors
Shares
2.1M
Value
$33.6M
% Portfolio
0.00%
Ray DalioJun 30, 2026
Bridgewater Associates
Shares
1.3M
Value
$20.4M
% Portfolio
0.08%
Steve CohenJun 30, 2026
Point72 Asset Management
Shares
454K
Value
$7.4M
% Portfolio
0.01%

Previously held XP

These investors reported XP in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

Investor	Firm	Last reported shares	Value then	Last held
Paul Tudor Jones	Tudor Investment Corp	51.6K	$982.3K	Mar 31, 2026

Recent activity

Investor	Action	Δ %	Current value	Filing date
Howard Marks	New	—	$9.2M	Nov 14, 2024
Howard Marks	Sold	-100.00%	$0	Feb 12, 2025
Howard Marks	New	—	$38.2M	Nov 13, 2025
Howard Marks	Increased	63.32%	$54.4M	Feb 17, 2026
Howard Marks	Reduced	-4.46%	$60.4M	May 20, 2026
Howard Marks	Reduced	-1.74%	$50.7M	Aug 14, 2026
Ray Dalio	New	—	$20.4M	Aug 14, 2026

Howard Marks
New
$9.2MNov 14, 2024
Howard Marks
Sold
$0(-100.00%)Feb 12, 2025
Howard Marks
New
$38.2MNov 13, 2025
Howard Marks
Increased
$54.4M(63.32%)Feb 17, 2026
Howard Marks
Reduced
$60.4M(-4.46%)May 20, 2026
Howard Marks
Reduced
$50.7M(-1.74%)Aug 14, 2026
Ray Dalio
New
$20.4MAug 14, 2026

Frequently asked questions

How many institutional investors hold XP?: 5 tracked institutional investors disclosed a position in XP (XP INC) in their most recent 13F filing.
Who is the largest institutional holder of XP?: Izzy Englander, Millennium Management, holds the largest disclosed position in XP, valued at $111M.
Did institutional ownership of XP increase or decrease?: Across recent 13F filings, tracked investors recorded 3 new positions, 1 increased, 2 reduced, and 1 fully exited XP.
What sector is XP in?: XP INC is classified in the Financial Services GICS sector.
Where does this XP ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.