XP — XP Inc.Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
7
all time
Members · 12m
0
0 buys · 0 sells · by trade date
Latest filing
07-09
2024-07-09
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
0
every row filed inside 45 days
13F holders
317
all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 7Institutional 317

Congress · disclosure timeline

By trade date · 24 months · 0 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

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

Members active in XP

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).

No member disclosed XP in the trailing 12 months.

Congressional disclosures

Newest filed firstAll 7 rows ↗
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
2022-01-10Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 2021-12-22 +19d$1K–$15K
2022-01-10Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 2021-12-21 +20d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of XP for quarter 2026-03-31, 1–25 of 317 holders
#FilerValueSecuritiesFlagsderived 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·§
1BlackRock, Inc.$886M1
derived ·§ EDGAR ↗
2DODGE & COX$623M1
derived ·§ EDGAR ↗
3GENERAL ATLANTIC, L.P.$392M1
derived ·§ EDGAR ↗
4Capital World Investors$364M1
derived ·§ EDGAR ↗
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/$236M1
derived ·§ EDGAR ↗
6STATE STREET CORP$186M1
derived ·§ EDGAR ↗
7FMR LLC$173M1
derived ·§ EDGAR ↗
8Ninety One UK Ltd$153M1
derived ·§ EDGAR ↗
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$146M1
derived ·§ EDGAR ↗
10MORGAN STANLEY$114M1
derived ·§ EDGAR ↗
11BANK OF AMERICA CORP /DE/$98.0M1
derived ·§ EDGAR ↗
12Capital Research Global Investors$95.2M1
derived ·§ EDGAR ↗
13SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.$74.4M1
derived ·§ EDGAR ↗
14OAKTREE CAPITAL MANAGEMENT LP$60.4M1
derived ·§ EDGAR ↗
15FRANKLIN RESOURCES INC$57.4M1
derived ·§ EDGAR ↗
16AMERICAN CENTURY COMPANIES INC$56.8M1
derived ·§ EDGAR ↗
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$56.0M1
derived ·§ EDGAR ↗
18Legal & General Group Plc$53.6M1
derived ·§ EDGAR ↗
19Man Group plc$53.4M1
derived ·§ EDGAR ↗
20Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$51.0M1
derived ·§ EDGAR ↗
21BAMCO INC /NY/$50.9M1
derived ·§ EDGAR ↗
22NORTHERN TRUST CORP$50.4M1
derived ·§ EDGAR ↗
23ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$45.4M1
derived ·§ EDGAR ↗
24VANGUARD PORTFOLIO MANAGEMENT LLC$41.7M1
derived ·§ EDGAR ↗
25DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$37.1M1
derived ·§ EDGAR ↗
Show all 317 holders
Truncated by Public Filings. All 271 13F filers reporting this share class are listed. Method ↗

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

Congress ↔ notable managers · XP

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)no rows
Congress net ($ bound)$0
Filersnot computedThe 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.