Dodge & Cox

Position in XP — XP Inc.

CIK 200217 San Francisco, CA

Position in XP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$529,495,713

-$93,620,426 QoQ

Shares Held

32,564,312

-0.5% QoQ

Ownership

6.57%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

of 317 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

Dodge & Cox holds $9,057,134,953 across 5 Capital Markets names. XP ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	76,968,323	$7,101,867,163
2	LPLA	LPL Financial Holdings Inc.	4,578,679	$1,289,722,300
3	XP	XP Inc. This page	32,564,312	$529,495,713
4	GS	Goldman Sachs Group Inc	134,131	$135,656,069
5	FUTU	Futu Holdings Ltd	4,200	$393,708

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,495,713	32,564,312	-0.5%	Shares	Sole	2026-08-13
2026-03-31	$623,116,139	32,726,688	-3.6%	Shares	Sole	2026-05-14
2025-12-31	$555,934,121	33,960,545	-1.5%	Shares	Sole	2026-02-13
2025-09-30	$647,844,344	34,478,145	+0.5%	Shares	Sole	2025-11-13
2025-06-30	$693,030,589	34,308,445	-19.3%	Shares	Sole	2025-08-13
2025-03-31	$584,895,368	42,537,845	-1.4%	Shares	Sole	2025-05-14
2024-12-31	$511,365,953	43,153,245	+23.8%	Shares	Sole	2025-02-13
2024-09-30	$625,419,705	34,861,745	+1.5%	Shares	Sole	2024-11-13
2024-06-30	$604,266,543	34,352,845	+15.7%	Shares	Sole	2024-08-13
2024-03-31	$761,718,254	29,685,045	-1.8%	Shares	Sole	2024-05-14
2023-12-31	$788,065,989	30,228,845	-0.2%	Shares	Sole	2024-02-22
2023-09-30	$697,964,257	30,280,445	-12.0%	Shares	Sole	2023-11-14
2023-06-30	$807,167,598	34,406,121	-3.9%	Shares	Sole	2023-08-14
2023-03-31	$424,942,735	35,799,725	+20.3%	Shares	Sole	2023-05-12
2022-12-31	$456,666,139	29,769,631	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$567,766,556	29,866,731	+3.4%	Shares	Sole	2022-11-10
2022-06-30	$518,831,802	28,888,185	+76.8%	Shares	Sole	2022-08-12
2022-03-31	$491,815,488	16,339,385	+78.0%	Shares	Sole	2022-05-13
2021-12-31	$263,795,579	9,178,691	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.