XP Inc.
US ˙ NasdaqGS ˙ KYG982391099

SecurityXP / XP Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership845,120 shares
Latest Disclosed Value $ 16,091,086
Invesco Ltd. reports 42.10% increase in ownership of XP / XP Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 845,120 shares of XP Inc. (US:XP) valued at $16,091,085 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 594,745 shares of XP Inc.. This represents a change in shares of 42.10% during the quarter. The current value of the position is $13,217,677 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F XP CL A G98239109 845,120 250,375 42.10 16,091 65.29 0.0003
2026-02-19 2025-12-31 13F XP CL A G98239109 594,745 232,820 64.33 9,736 43.16 0.0015
2025-11-13 2025-09-30 13F XP CL A G98239109 361,925 8,450 2.39 6,801 -4.76 0.0011
2025-08-13 2025-06-30 13F XP CL A G98239109 353,475 -40,366 -10.25 7,140 31.86 0.0012
2025-05-12 2025-03-31 13F XP CL A G98239109 393,841 69,759 21.53 5,415 41.02 0.0010
2025-02-13 2024-12-31 13F XP CL A G98239109 324,082 -40,356 -11.07 3,840 -41.27 0.0007
2024-11-12 2024-09-30 13F XP CL A G98239109 364,438 -1,062,906 -74.47 6,538 -73.96 0.0013
2024-08-13 2024-06-30 13F XP CL A G98239109 1,427,344 1,198,618 524.04 25,107 327.77 0.0053
2024-05-14 2024-03-31 13F XP CL A G98239109 228,726 -738,139 -76.34 5,869 -76.72 0.0013
2024-02-13 2023-12-31 13F XP CL A G98239109 966,865 438,210 82.89 25,206 106.86 0.0060
2023-11-13 2023-09-30 13F XP CL A G98239109 528,655 57,721 12.26 12,185 10.29 0.0033
2023-08-11 2023-06-30 13F XP CL A G98239109 470,934 182,350 63.19 11,048 222.57 0.0029
2023-05-12 2023-03-31 13F XP CL A G98239109 288,584 148,946 106.67 3,425 59.90 0.0010
2023-02-13 2022-12-31 13F XP CL A G98239109 139,638 91,703 191.31 2,142 135.13 0.0006
2022-11-14 2022-09-30 13F XP CL A G98239109 47,935 -2,750 -5.43 911 0.00 0.0003
2022-08-15 2022-06-30 13F XP CL A G98239109 50,685 9,574 23.29 911 -26.41 0.0003
2022-05-16 2022-03-31 13F XP CL A G98239109 41,111 -1,268 -2.99 1,238 1.64 0.0003
2022-02-14 2021-12-31 13F XP CL A G98239109 42,379 27,452 183.91 1,218 103.00 0.0003
2021-11-15 2021-09-30 13F XP CL A G98239109 14,927 310 2.12 600 -5.81 0.0002
2021-08-17 2021-06-30 13F XP CL A G98239109 14,617 -312 -2.09 637 13.35 0.0002
2021-05-17 2021-03-31 13F XP CL A G98239109 14,929 14,929 562 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.