Position in XP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$452,401
-$195,091 QoQ
Shares Held
27,823
-18.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 317 holders
Holding Since
Mar 2021
14 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $2,758,928,266 across 16 Capital Markets names. XP ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,226,529 | $2,137,753,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
278,347 | $281,511,804 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,170,390 | $107,991,885 | |
| 4 | EVR |
Evercore Inc.
|
172,702 | $58,967,370 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
505,117 | $50,653,132 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
263,456 | $35,337,353 | |
| 7 | FUTU |
Futu Holdings Ltd
|
376,596 | $35,302,108 | |
| 8 | PWP |
Perella Weinberg Partners
|
1,128,125 | $18,004,875 |
All Filings in XP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,401 | 27,823 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $647,492 | 34,007 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $116,199,056 | 7,098,293 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $230,895,107 | 12,288,191 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $142,367,276 | 7,047,885 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $139,119 | 11,740 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,592,036 | 200,225 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $116,158,730 | 6,603,680 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $174,856,836 | 6,814,374 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,272,947 | 470,769 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $49,141,431 | 4,139,969 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $63,691,663 | 4,151,999 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $52,153,877 | 2,743,497 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $2,993,672 | 79,471 | Shares | Sole | 2021-05-28 | |
| No filing history on record for this holder in this stock. | ||||||