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XP

Financials, filed as XP INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 3 Owners
  • Max 0.7%
  • $623M
  • 3 reduce

In 2026 Q2 Howard Marks, Dodge & Cox, and Ron Baron trimmed XP.

Who owns this now

Largest portfolio weights among holders, up to 0.7% (Howard Marks, Oaktree Capital Management). Not free-float ownership.

  1. Howard Marks Reduce 0.70%
  2. Dodge & Cox Reduce 0.28%
  3. Ron Baron Reduce 0.06%

Who owns XP

Sorted by value, long equity only, as of 2026 Q2.

History
Dodge & Cox 0.28%, was 0.35% Reduce −0.5% 32,564,312 $529M History
Howard Marks, Oaktree Capital Management 0.70%, was 0.92% Reduce −1.7% 3,116,809 $51M History
Ron Baron, Bamco Inc. (Baron Capital) 0.06%, was 0.15% Reduce −1.5% 2,634,268 $43M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by XP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All XP insider trades
  • None no insider bought on the open market
  • $2.4M sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Bruno Constantino Alexandre Dos Santos Director
    Sale
    $2.4M 123,257 shares at $19.58 7.6% of stake
    Traded Sep 16 Filed Sep 17
    ↗

Congress

2 members of Congress traded XP in the last three years: 0 buys and 2 sales.

All Congress trades
  1. Josh Gottheimer D-NJ-5Joint Partial sale $1K–$15K Jun 18, 2024 filed Jul 9, 2024
  2. Tommy Tuberville R-ALJoint Sell $15K–$50K Jan 19, 2024 filed Feb 14, 2024

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
6-K Filing Doc
424B7 Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13D/A — Filing Doc
424B7 Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
SCHEDULE 13G/A — Filing Doc
6-K Filing Doc
20-F Filing Doc
6-K Filing Doc
SCHEDULE 13D/A — Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13D/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures, as tagged in Form 10-K

Newly public, no 10-K financials yet. See the 424B7.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.