Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,103,143
-$3,865,207 QoQ
Shares Held
1,666,860
+2.5% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#36
of 317 holders
Holding Since
Sep 2020
24 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, 2026SEI INVESTMENTS CO holds $1,060,463,672 across 42 Capital Markets names. XP ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,110,058 | $232,046,523 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,481,869 | $136,732,052 | |
| 3 | GS |
Goldman Sachs Group Inc
|
118,642 | $119,990,958 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,025,351 | $102,822,197 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
654,087 | $87,732,688 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
399,189 | $34,745,409 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
97,060 | $27,339,859 | |
| 8 | XP |
XP Inc.
This page
|
1,666,860 | $27,103,143 |
All Filings in XP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,103,143 | 1,666,860 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,968,350 | 1,626,489 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,004,726 | 1,588,560 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,416,871 | 1,033,362 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,862,736 | 785,284 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,529,436 | 183,959 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,770,821 | 402,601 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,059,800 | 560,747 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,149,298 | 633,843 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,417,846 | 990,563 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $26,314,145 | 1,009,365 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,866,674 | 688,359 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,947,797 | 807,664 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,759,703 | 822,216 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,250,438 | 1,515,674 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $27,920,214 | 1,468,712 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,824,891 | 1,326,553 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $37,110,440 | 1,232,905 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,407,469 | 710,072 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,551,461 | 362,247 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,634,967 | 175,315 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,686,712 | 124,415 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,156,025 | 79,557 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,961,264 | 47,044 | Shares | Sole | 2020-12-04 | |
| No filing history on record for this holder in this stock. | ||||||