§ FINANCIAL SERVICES
USD · Financial ServicesXP
XP INC - CLASS A
USDSector · Financial ServicesBeta · 1.28
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
164 increased/new, 133 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 9.9 | P/B | 1.89 |
| EPS (TTM) | 9.65 | Dividend | 1.10% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 46.5M | 0.0% | −0% |
| Dodge & Cox | 32.7M | 0.3% | −4% |
| ARGA Investment Management, LP | 20.7M | 12.9% | +4% |
| GENERAL ATLANTIC, L.P. | 20.6M | 18.2% | −9% |
| Capital World Investors | 19.1M | 0.0% | −49% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 12.3M | 0.1% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for XP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER31.0% · 0 holders
OTHER23.1% · 243 holders
QUALITY / COMPOUNDER16.0% · 33 holders
PASSIVE / INDEX10.7% · 9 holders
DEALER / BANK7.8% · 34 holders
DEEP VALUE6.3% · 1 holder
SYSTEMATIC / QUANT3.9% · 14 holders
INCOME / DEFENSIVE1.0% · 18 holders
TACTICAL / MACRO0.3% · 3 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for XP in the last 180 days.