Public record / Tickers / XP

XP — XP Inc.†

Both disclosure regimes on one name: who in Congress filed about XP, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming XP
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-09
filed 2024-07-09
13F holders
317
top-317 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Tommy Tuberville · $15.0K–$50.0K

SELL · traded 2024-01-19 → filed 2024-02-14. Ranked over every XP row by the provable lower bound, never a point estimate.

No member disclosed XP in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated XP rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING XP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning XP
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-07-09Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 06-18 +21d$1K–$15K
2024-02-14Tommy Tuberville R–ALSELL JT (jointly owned)Traded 01-19 +26d$15K–$50K
2023-05-12Tommy Tuberville R–ALBUY JT (jointly owned)Traded 04-03 +39d$1K–$15Kamendment pending
2022-08-29Josh Gottheimer D–NJ-5BUYTraded 07-15 +45d$1K–$15K
2022-07-22Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 06-14 +38d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in XP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed XP in the trailing 12 months.

Congress ↔ notable managers · XP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Oaktree Capital Management $60.4M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · XP INC

Merged timeline of congressional filings and notable-manager moves on XP
DateWhoChangeSize
2026-05-20Oaktree Capital Management 13FTRIM−148,150 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of XP for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$886M1
2DODGE & COX$623M1
3GENERAL ATLANTIC, L.P.$392M1
4Capital World Investors$364M1
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/$236M1
6STATE STREET CORP$186M1
7FMR LLC$173M1
8Ninety One UK Ltd$153M1
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$146M1
10MORGAN STANLEY$114M1
11BANK OF AMERICA CORP /DE/$98.0M1
12Capital Research Global Investors$95.2M1
13SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.$74.4M1
14OAKTREE CAPITAL MANAGEMENT LP$60.4M1
15FRANKLIN RESOURCES INC$57.4M1
16AMERICAN CENTURY COMPANIES INC$56.8M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$56.0M1
18Legal & General Group Plc$53.6M1
19Man Group plc$53.4M1
20Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$51.0M1
21BAMCO INC /NY/$50.9M1
22NORTHERN TRUST CORP$50.4M1
23ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$45.4M1
24VANGUARD PORTFOLIO MANAGEMENT LLC$41.7M1
25DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$37.1M1
26Assenagon Asset Management S.A.$36.8M1
27Ninety One North America, Inc.$36.6M1
28BANK OF MONTREAL /CAN/$34.5M1
29DEUTSCHE BANK AG\$32.4M1
30Robeco Institutional Asset Management B.V.$31.5M1
31SEI INVESTMENTS CO$31.0M1
32FEDERATED HERMES, INC.$30.4M1
33Optiver Holding B.V.$30.0M1
34NEW YORK STATE COMMON RETIREMENT FUND$28.9M1
35UBS Group AG$28.1M1
36Nuveen, LLC$27.1M1
37JENNISON ASSOCIATES LLC$25.8M1
38Amundi$22.0M1
39SUSQUEHANNA INTERNATIONAL GROUP, LLP$21.9M1
40VOLORIDGE INVESTMENT MANAGEMENT, LLC$21.8M1
41Think Investments LP$21.6M1
42FIL Ltd$21.4M1
43CITIGROUP INC$21.4M1
44HSBC HOLDINGS PLC$20.2M1
45Praetorian PR LLC$19.0M1
46Invesco Ltd.$16.1M1
47Aware Super Pty Ltd as trustee of Aware Super$15.2M1
48VANGUARD ASSET MANAGEMENT, Ltd$15.1M1
49Swiss National Bank$14.8M1
50CITADEL ADVISORS LLC$14.5M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$14.2M1
52TWO SIGMA INVESTMENTS, LP$12.5M1
53Mitsubishi UFJ Trust & Banking Corp$12.5M1
54Crossmark Global Holdings, Inc.$12.4M1
55Point72 Asset Management, L.P.$12.0M1
56ALLIANCEBERNSTEIN L.P.$12.0M1
57Walleye Trading LLC$11.1M1
58Absolute Gestao de Investimentos Ltda.$11.1M1
59THORNBURG INVESTMENT MANAGEMENT INC$10.9M1
60Truxt Investmentos Ltda.$10.8M1
61Pictet Asset Management Holding SA$10.1M1
62Mitsubishi UFJ Asset Management Co., Ltd.$10.0M1
63JANE STREET GROUP, LLC$9.2M1
64AQR CAPITAL MANAGEMENT LLC$8.5M1
65FIRST TRUST ADVISORS LP$8.4M1
66Triveni Capital Investments LP$7.8M1
67ROYAL LONDON ASSET MANAGEMENT LTD$7.4M1
68EARNEST PARTNERS LLC$7.1M1
69BNP Paribas Asset Management Holding S.A.$6.9M1
70WINTON GROUP Ltd$6.7M1
71VOYA INVESTMENT MANAGEMENT LLC$6.6M1
72VANGUARD CAPITAL MANAGEMENT LLC$6.5M1
73NORDEA INVESTMENT MANAGEMENT AB$6.3M1
74ASSETMARK, INC$6.2M1
75PUBLIC SECTOR PENSION INVESTMENT BOARD$6.1M1
76GROUP ONE TRADING LLC$6.0M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.6M1
78AVIVA PLC$5.6M1
79STOREBRAND ASSET MANAGEMENT AS$5.6M1
80SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$5.6M1
81LOS ANGELES CAPITAL MANAGEMENT LLC$4.8M1
82Rokos Capital Management LLP$4.4M1
83MACKENZIE FINANCIAL CORP$4.4M1
84Cinctive Capital Management LP$4.3M1
85Kapitalo Investimentos Ltda$4.3M1
86CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$4.2M1
87Quantinno Capital Management LP$4.0M1
88LAZARD ASSET MANAGEMENT LLC$3.9M1
89BARINGS LLC$3.8M1
90Oaktree Fund Advisors, LLC$3.8M1
91EXCHANGE TRADED CONCEPTS, LLC$3.8M1
92Janus Henderson Group Ltd.$3.6M1
93LBP AM SA$3.5M1
94MIRABELLA FINANCIAL SERVICES LLP$3.3M1
95ENVESTNET ASSET MANAGEMENT INC$3.3M1
96XTX Topco Ltd$3.2M1
97Swedbank AB$3.1M1
98Korea Investment CORP$3.1M1
99HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.1M1
100Banque Cantonale Vaudoise$3.0M1
101STIFEL FINANCIAL CORP$3.0M1
102BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.9M1
103Banco Santander, S.A.$2.6M1
104ABS Direct Equity Fund LLC$2.5M1
105Tidal Investments LLC$2.3M1
106SEB Asset Management AB$2.1M1
107Creative Planning$2.1M1
108PEAK6 LLC$2.1M1
109Resona Asset Management Co.,Ltd.$2.0M1
110National Pension Service$2.0M1
111D. E. Shaw & Co., Inc.$2.0M1
112BW Gestao de Investimentos Ltda.$2.0M1
113Wealth High Governance Capital Ltda$2.0M1
114HUSSMAN STRATEGIC ADVISORS, INC.$2.0M1
115Zurcher Kantonalbank (Zurich Cantonalbank)$2.0M1
116Qube Research & Technologies Ltd$1.9M1
117DANSKE BANK A/S$1.8M1
118KLP KAPITALFORVALTNING AS$1.8M1
119Militia Capital Management LLC$1.8M1
120MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.8M1
121INVESTMENT HOUSE LLC$1.8M1
122CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.8M1
123Squarepoint Ops LLC$1.7M1
124Wealth High Governance Asset Management Ltda.$1.7M1
125Inspire Investing, LLC$1.7M1
126Havemeyer Place LP$1.7M1
127Connor, Clark & Lunn Investment Management Ltd.$1.6M1
128Qsemble Capital Management, LP$1.5M1
129Lansforsakringar Fondforvaltning AB (publ)$1.5M1
130FOX RUN MANAGEMENT, L.L.C.$1.4M1
131Eurizon Capital SGR S.p.A.$1.4M1
132Vanguard Investments Australia, Ltd.$1.3M1
133Engineers Gate Manager LP$1.2M1
134Jump Financial, LLC$1.2M1
135Point Nemo Capital, LLC$1.2M1
136HighTower Advisors, LLC$1.2M1
137Asset Management One Co., Ltd.$1.1M1
138Atom Investors LP$1.1M1
139DnB Asset Management AS$1.1M1
140NOMURA ASSET MANAGEMENT CO LTD$1.1M1
141PRINCIPAL SECURITIES, INC.$1.0M1
142NFJ INVESTMENT GROUP, LLC$1.0M1
143VANGUARD FIDUCIARY TRUST CO$1.0M1
144TEACHER RETIREMENT SYSTEM OF TEXAS$975K1
145Mariner, LLC$924K1
146MILLENNIUM MANAGEMENT LLC$906K1
147Caitong International Asset Management Co., Ltd$905K1
148Fairtree Asset Management (Pty) Ltd$847K1
149Sanctuary Advisors, LLC$824K1
150AXQ CAPITAL, LP$730K1
151XPONANCE LLC$720K1
152VPR Management LLC$706K1
153Lighthouse Investment Partners, LLC$703K1
154Drucker Wealth 3.0, LLC$689K1
155MACQUARIE GROUP LTD$688K1
156IFM Investors Pty Ltd$676K1
157IEQ CAPITAL, LLC$657K1
158SCHRODER INVESTMENT MANAGEMENT GROUP$647K1
159Aberdeen Group plc$637K1
160Legacy Wealth Asset Management, LLC$631K1
161Marex Group Ltd$629K1
162Y-Intercept (Hong Kong) Ltd$610K1
163Summit Trail Advisors, LLC$598K1
164ABN AMRO INVESTMENT SOLUTIONS$596K1
165Eurizon SLJ Capital Ltd$580K1
166WELLS FARGO & COMPANY/MN$579K1
167OMERS ADMINISTRATION Corp$509K1
168OneAscent Financial Services LLC$490K1
169PRUDENTIAL PLC$443K1
170PRUDENTIAL FINANCIAL INC$435K1
171Diametric Capital, LP$431K1
172Atria Investments, Inc$428K1
173Utah Retirement Systems$408K1
174Sumitomo Mitsui DS Asset Management Company, Ltd$407K1
175OneAscent Wealth Management LLC$401K1
176Orion Porfolio Solutions, LLC$395K1
177Federation des caisses Desjardins du Quebec$393K1
178DRW Securities, LLC$390K1
179Dauntless Investment Group, LLC$384K1
180Headlands Technologies LLC$384K1
181Ensign Peak Advisors, Inc$376K1
182WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$365K1
183Pinnacle Financial Partners, Inc.$364K1
184Maryland State Retirement & Pension System$363K1
185Outlook Wealth Advisors, LLC$360K1
186IMC-Chicago, LLC$350K1
187CWM, LLC$350K1
188OSAIC HOLDINGS, INC.$341K1
189Cetera Investment Advisers$338K1
190Private Advisor Group, LLC$337K1
191Dakota Wealth Management$332K1
192Pekin Hardy Strauss, Inc.$329K1
193ROYAL BANK OF CANADA$328K1
194Graham Capital Management, L.P.$326K1
195OneAscent Investment Solutions LLC$310K1
196MERCER GLOBAL ADVISORS INC /ADV$310K1
197US BANCORP \DE\$295K1
198OXFORD ASSET MANAGEMENT LLP$293K1
199Merit Financial Group, LLC$291K1
200LPL Financial LLC$289K1
201Frank, Rimerman Advisors LLC$278K1
202Vanguard Personalized Indexing Management, LLC$276K1
203Tower Research Capital LLC (TRC)$273K1
204CREDIT AGRICOLE S A$270K1
205CIBC Asset Management Inc$256K1
206PCM Encore, LLC$253K1
207DELTEC ASSET MANAGEMENT LLC$248K1
208Cerity Partners LLC$246K1
209Paragon Capital Management Ltd$243K1
210RAYMOND JAMES FINANCIAL INC$230K1
211Fideuram Asset Management (Ireland) dac$226K1
212PRINCIPAL FINANCIAL GROUP INC$225K1
213North Dakota State Investment Board$220K1
214COMMONWEALTH EQUITY SERVICES, LLC$219K1
215OPPENHEIMER ASSET MANAGEMENT INC.$218K1
216Blueshift Asset Management, LLC$216K1
217Jain Global LLC$216K1
218Centiva Capital, LP$211K1
219NORDEN GROUP LLC$209K1
220TRUIST FINANCIAL CORP$207K1
221O'SHAUGHNESSY ASSET MANAGEMENT, LLC$204K1
222Marshall Financial Group, LLC$197K1
223MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$159K1
224Russell Investments Group, Ltd.$137K1
225SIGNATUREFD, LLC$110K1
226Global X Japan Co., Ltd.$109K1
227Vanguard Global Advisers, LLC$94.0K1
228EFG International AG$80.0K1
229Blue Trust, Inc.$69.8K1
230QUADRANT CAPITAL GROUP LLC$47.6K1
231Rockefeller Capital Management L.P.$31.2K1
232Grove Bank & Trust$27.2K1
233Allworth Financial LP$23.9K1
234Transamerica Financial Advisors, LLC$23.1K1
235Triumph Capital Management$20.9K1
236Mirae Asset Global Investments Co., Ltd.$17.0K1
237Arax Advisory Partners$16.4K1
238Larson Financial Group LLC$15.2K1
239Rheos Capital Works Inc.$9.5K1
240Treasurer of the State of North Carolina$9.4K1
241MAI Capital Management$8.4K1
242Clearstead Trust, LLC$8.2K1
243Smartleaf Asset Management LLC$6.3K1
244Stone House Investment Management, LLC$6.3K1
245Parkside Financial Bank & Trust$6.1K1
246Pinnacle Wealth Planning Services, Inc.$6.1K1
247KBC Group NV$5.8K1
248MV CAPITAL MANAGEMENT, INC.$4.9K1
249Owl Creek Wealth Partners LLC$3.9K1
250Verde Servicos Internacionais S.A.$3.2K1
251Activest Wealth Management$2.4K1
252Bell Investment Advisors, Inc$2.0K1
253Johnson Financial Group, Inc.$1.7K1
254Banque Transatlantique SA$1.6K1
255SHP Wealth Management$1.6K1
256HRT FINANCIAL LP$1.4K1
257True Wealth Design, LLC$1.3K1
258Kilter Group LLC$1.2K1
259UMB Bank, n.a.$1.1K1
260Cromwell Holdings LLC$1.0K1
261SouthState Bank Corp$5721
262Clearstead Advisors, LLC$5151
263FIFTH THIRD BANCORP$4381
264Vestcor Inc$3491
265Harvest Fund Management Co., Ltd$3261
266ACADIAN ASSET MANAGEMENT LLC$2331
267Walleye Capital LLC$1901
268SJS Investment Consulting Inc.$961
269Kimelman & Baird, LLC$581
270JFS WEALTH ADVISORS, LLC$581
271Rakuten Securities, Inc.$381
272VANGUARD GROUP INC— value not disclosed1
273&PARTNERS— value not disclosed1
274Brandywine Global Investment Management, LLC— value not disclosed1
275NISSAY ASSET MANAGEMENT CORP /JAPAN— value not disclosed1
276TANDEM CAPITAL MANAGEMENT CORP /ADV— value not disclosed1
277NATIONAL BANK OF CANADA /FI/— value not disclosed1
2781832 Asset Management L.P.— value not disclosed1
279MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC— value not disclosed1
280NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO— value not disclosed1
281NOMURA HOLDINGS INC— value not disclosed1
282BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
283CIBC Private Wealth Group LLC— value not disclosed1
284NORGES BANK— value not disclosed1
285Employees Retirement System of Texas— value not disclosed1
286APG Asset Management N.V.— value not disclosed1
287GAM Holding AG— value not disclosed1
288Verition Fund Management LLC— value not disclosed1
289Diversified Trust Co— value not disclosed1
290State of New Jersey Common Pension Fund D— value not disclosed1
291PointState Capital LP— value not disclosed1
292Parallax Volatility Advisers, L.P.— value not disclosed1
293Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
294Allianz Asset Management GmbH— value not disclosed1
295Banco BTG Pactual S.A.— value not disclosed1
296PDT Partners, LLC— value not disclosed1
297Capital Wealth Planning, LLC— value not disclosed1
298VIRTUS ADVISERS, LLC— value not disclosed1
299ARMISTICE CAPITAL, LLC— value not disclosed1
300Trexquant Investment LP— value not disclosed1
301Swiss Life Asset Management Ltd— value not disclosed1
302WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC— value not disclosed1
303Bridgefront Capital, LLC— value not disclosed1
304Investors Research Corp— value not disclosed1
305Global Retirement Partners, LLC— value not disclosed1
306TWINBEECH CAPITAL LP— value not disclosed1
307Hyperion Capital Advisors LP— value not disclosed1
308Inspire Advisors, LLC— value not disclosed1
309SageView Advisory Group, LLC— value not disclosed1
310Polymer Capital Management (US) LLC— value not disclosed1
3119823 Capital, L.P.— value not disclosed1
312Impact Partnership Wealth, LLC— value not disclosed1
313Nutshell Asset Management Ltd— value not disclosed1
314Aster Capital Management (DIFC) Ltd— value not disclosed1
315SummitTX Capital, L.P.— value not disclosed1
316WPG Advisers, LLC— value not disclosed1
317Advocate Investing Services LLC— value not disclosed1
Truncated by Public Filings. Every one of the 271 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on XP

RETAINED WINDOW · ACTIVE HITS

Zero hits on XP in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for XP · financials and macro

Financials — as filed PLANNED

XP's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: XP on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing