Position in XP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,107,877
-$5,243,214 QoQ
Shares Held
1,544,150
-3.1% QoQ
Ownership
0.312%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#38
of 318 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FEDERATED HERMES, INC. holds $532,832,183 across 30 Capital Markets names. XP ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,248,416 | $115,191,342 | |
| 2 | MS |
Morgan Stanley
|
456,102 | $95,343,560 | |
| 3 | WULF |
Terawulf Inc.
|
3,491,881 | $86,249,460 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
601,767 | $52,377,798 | |
| 5 | MRX |
Marex Group Ltd
|
464,935 | $28,337,787 | |
| 6 | HUT |
Hut 8 Corp.
|
221,904 | $25,617,707 | |
| 7 | XP |
XP Inc.
This page
|
1,544,150 | $25,107,877 | |
| 8 | LAZ |
Lazard, Inc.
|
487,237 | $20,434,719 |
All Filings in XP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,107,877 | 1,544,150 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $30,351,091 | 1,594,070 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $23,810,721 | 1,454,534 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $27,493,058 | 1,463,175 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $25,466,280 | 1,260,707 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $146,712 | 10,670 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $119,282 | 10,066 | Shares | Defined | 2025-02-13 | |
| 2024-03-31 | $197,966 | 7,715 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $772,845 | 29,645 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $1,622,720 | 70,400 | Shares | Defined | 2023-11-13 | |
| 2021-12-31 | $227,074 | 7,901 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $634,806 | 15,803 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $303,543 | 6,970 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,482,905 | 145,551 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,664,321 | 167,994 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,220,123 | 173,186 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,215,252 | 147,947 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $490,467 | 25,426 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||