Position in XP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$81,918,758
-$13,303,747 QoQ
Shares Held
5,038,054
+0.7% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 318 holders
Holding Since
Mar 2020
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, 2026Capital Research Global Investors holds $5,014,031,258 across 8 Capital Markets names. XP ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
18,070,606 | $3,777,479,478 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
18,332,069 | $501,198,766 | |
| 3 | GS |
Goldman Sachs Group Inc
|
274,627 | $277,749,508 | |
| 4 | SF |
Stifel Financial Corp
|
2,683,784 | $187,247,609 | |
| 5 | LAZ |
Lazard, Inc.
|
2,242,241 | $94,039,587 | |
| 6 | XP |
XP Inc.
This page
|
5,038,054 | $81,918,758 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
526,868 | $70,668,804 | |
| 8 | IREN |
IREN Ltd
|
518,888 | $23,728,748 |
All Filings in XP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,918,758 | 5,038,054 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $95,222,505 | 5,001,182 | Shares | Defined | 2026-05-13 | |
| 2022-12-31 | $4,479,280 | 292,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,550,920 | 292,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $89,682,757 | 4,993,472 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $447,071,266 | 14,852,866 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $463,065,835 | 16,112,242 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $676,276,692 | 16,835,367 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $761,795,152 | 17,492,426 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $678,300,673 | 18,006,389 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $780,409,027 | 19,672,524 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $758,086,707 | 18,183,898 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $238,956,114 | 5,688,077 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $114,886,996 | 5,955,780 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||