BAMCO INC /NY/

Position in XP — XP Inc.

CIK 1017918 NEW YORK, NY

Back to XP Full portfolio

Position in XP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$42,833,197

-$8,090,634 QoQ

Shares Held

2,634,268

-1.5% QoQ

Ownership

0.531%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#27

of 317 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in XP Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

BAMCO INC /NY/ holds $1,885,962,243 across 12 Capital Markets names. XP ranks #6 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	11,655,694	$1,075,470,885
2	IBKR	Interactive Brokers Group, Inc.	4,807,214	$418,419,906
3	HLI	Houlihan Lokey, Inc.	869,544	$116,631,936
4	JEF	Jefferies Financial Group Inc.	2,141,744	$107,044,365
5	TW	Tradeweb Markets Inc.	510,853	$50,911,609
6	XP	XP Inc. This page	2,634,268	$42,833,197
7	LCLN	Lincoln International, Inc.	1,511,824	$36,087,238
8	LPLA	LPL Financial Holdings Inc.	114,224	$32,174,616

All Filings in XP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,833,197	2,634,268	-1.5%	Shares	Defined	2026-08-14
2026-03-31	$50,923,831	2,674,571	+123.7%	Shares	Defined	2026-05-15
2025-12-31	$19,569,958	1,195,477	-35.6%	Shares	Defined	2026-02-17
2025-09-30	$34,866,911	1,855,610	-2.9%	Shares	Defined	2025-11-14
2025-06-30	$38,587,858	1,910,290	+15.0%	Shares	Defined	2025-08-14
2025-03-31	$22,850,148	1,661,829	-4.5%	Shares	Defined	2025-05-15
2024-12-31	$20,617,720	1,739,892	+7.2%	Shares	Defined	2025-02-14
2024-09-30	$29,116,566	1,622,997	-18.1%	Shares	Defined	2024-11-14
2024-06-30	$34,872,262	1,982,505	-38.6%	Shares	Defined	2024-08-14
2024-03-31	$82,845,824	3,228,598	+26.7%	Shares	Defined	2024-05-15
2023-12-31	$66,408,762	2,547,325	+24.5%	Shares	Defined	2024-02-14
2023-09-30	$47,177,794	2,046,759	-19.1%	Shares	Defined	2023-11-14
2023-06-30	$59,342,633	2,529,524	+43.4%	Shares	Defined	2023-08-14
2023-03-31	$20,931,759	1,763,417	+50.3%	Shares	Defined	2023-05-15
2022-12-31	$18,002,931	1,173,594	-20.7%	Shares	Defined	2023-02-14
2022-09-30	$28,129,724	1,479,733	-19.9%	Shares	Defined	2022-11-14
2022-06-30	$33,178,890	1,847,377	-12.2%	Shares	Defined	2022-08-15
2022-03-31	$63,328,383	2,103,933	+37.3%	Shares	Defined	2022-05-13
2021-12-31	$44,032,266	1,532,090	-40.6%	Shares	Defined	2022-02-14
2021-09-30	$103,608,070	2,579,240	+1.7%	Shares	Defined	2021-11-12
2021-06-30	$110,430,910	2,535,727	+7.5%	Shares	Defined	2021-08-13
2021-03-31	$88,891,368	2,359,739	-9.1%	Shares	Defined	2021-05-19
2020-12-31	$102,953,210	2,595,241	+72.1%	Shares	Defined	2021-02-12
2020-09-30	$62,867,727	1,507,981	+36.2%	Shares	Defined	2020-11-13
2020-06-30	$46,528,301	1,107,553	-5.3%	Shares	Defined	2020-08-14
2020-03-31	$22,561,950	1,169,619	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.