Position in XP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,699,785
-$9,745,633 QoQ
Shares Held
719,544
-36.1% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 317 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Derivatives in XP
reported options exposure · as of Jun 30, 2026CallValue
$21,794,904
CallShares
1,340,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIL Ltd holds $681,914,305 across 13 Capital Markets names. XP ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,644,681 | $343,804,114 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
1,581,220 | $137,629,387 | |
| 3 | SCHW |
Schwab Charles Corp
|
737,623 | $68,060,474 | |
| 4 | TW |
Tradeweb Markets Inc.
|
591,080 | $58,907,031 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
286,908 | $28,771,133 | |
| 6 | FUTU |
Futu Holdings Ltd
|
231,824 | $21,731,180 | |
| 7 | XP |
XP Inc.
This page
|
719,544 | $11,699,785 | |
| 8 | EVR |
Evercore Inc.
|
26,390 | $9,010,601 |
All Filings in XP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,794,904 | 1,340,400 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $11,699,785 | 719,544 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,016,240 | 368,500 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $21,445,418 | 1,126,335 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,607,916 | 892,359 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,608,672 | 671,031 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,686,018 | 330,991 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,208,627 | 306,082 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $20,033,419 | 1,690,584 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $177,422,508 | 9,889,772 | Shares | Defined | 2024-11-13 | |
| 2023-06-30 | $14,624,565 | 623,383 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,591,221 | 723,776 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $11,526,153 | 751,379 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $15,767,844 | 829,450 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $51,804,883 | 2,884,459 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $86,383,538 | 2,869,885 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $75,142,309 | 2,614,555 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $42,142,667 | 1,049,108 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $42,407,422 | 973,764 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $21,410,573 | 568,372 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,797,925 | 70,530 | Shares | Defined | 2021-03-23 | |
| 2020-09-30 | $8,822,729 | 211,627 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,074,754 | 239,818 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,620,456 | 239,526 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||