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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Tommy Tuberville · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-07-09Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 06-18 +21d$1K–$15K
2024-02-14Tommy Tuberville R–ALSale · JT (jointly owned)Traded 01-19 +26d$15K–$50K
2023-05-12Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 04-03 +39d$1K–$15Kamendment pending
2022-08-29Josh Gottheimer D–NJ-5PurchaseTraded 07-15 +45d$1K–$15K
2022-07-22Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 06-14 +38d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
273&PARTNERS$01
274Brandywine Global Investment Management, LLC$01
275NISSAY ASSET MANAGEMENT CORP /JAPAN$01
276TANDEM CAPITAL MANAGEMENT CORP /ADV$01
277NATIONAL BANK OF CANADA /FI/$01
2781832 Asset Management L.P.$01
279MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$01
280NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$01
281NOMURA HOLDINGS INC$01
282BALYASNY ASSET MANAGEMENT L.P.$01
283CIBC Private Wealth Group LLC$01
284NORGES BANK$01
285Employees Retirement System of Texas$01
286APG Asset Management N.V.$01
287GAM Holding AG$01
288Verition Fund Management LLC$01
289Diversified Trust Co$01
290State of New Jersey Common Pension Fund D$01
291PointState Capital LP$01
292Parallax Volatility Advisers, L.P.$01
293Skandinaviska Enskilda Banken AB (publ)$01
294Allianz Asset Management GmbH$01
295Banco BTG Pactual S.A.$01
296PDT Partners, LLC$01
297Capital Wealth Planning, LLC$01
298VIRTUS ADVISERS, LLC$01
299ARMISTICE CAPITAL, LLC$01
300Trexquant Investment LP$01
301Swiss Life Asset Management Ltd$01
302WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$01
303Bridgefront Capital, LLC$01
304Investors Research Corp$01
305Global Retirement Partners, LLC$01
306TWINBEECH CAPITAL LP$01
307Hyperion Capital Advisors LP$01
308Inspire Advisors, LLC$01
309SageView Advisory Group, LLC$01
310Polymer Capital Management (US) LLC$01
3119823 Capital, L.P.$01
312Impact Partnership Wealth, LLC$01
313Nutshell Asset Management Ltd$01
314Aster Capital Management (DIFC) Ltd$01
315SummitTX Capital, L.P.$01
316WPG Advisers, LLC$01
317Advocate Investing Services LLC$01
Truncated by Public Filings. The published aggregate ranks the top 317 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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