Position in XP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$66,759,852
-$17,032,293 QoQ
Shares Held
4,105,772
-6.7% QoQ
Ownership
0.828%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#18
of 317 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fisher Asset Management, LLC holds $15,222,784,809 across 15 Capital Markets names. XP ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,964,113 | $7,043,294,964 | |
| 2 | MS |
Morgan Stanley
|
26,172,995 | $5,471,202,874 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,952,062 | $2,025,516,760 | |
| 4 | EVR |
Evercore Inc.
|
423,875 | $144,727,880 | |
| 5 | NMR |
Nomura Holdings Inc
|
13,163,419 | $115,574,818 | |
| 6 | SF |
Stifel Financial Corp
|
1,652,113 | $115,267,924 | |
| 7 | LAZ |
Lazard, Inc.
|
2,148,377 | $90,102,931 | |
| 8 | PIPR |
Piper Sandler Companies
|
1,061,539 | $76,791,731 |
All Filings in XP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,759,852 | 4,105,772 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $83,792,145 | 4,400,848 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $71,655,828 | 4,377,265 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $84,911,465 | 4,518,971 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $91,182,335 | 4,513,977 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $57,327,366 | 4,169,263 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $52,221,658 | 4,406,891 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $80,035,129 | 4,461,267 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $47,686,683 | 2,711,011 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $74,159,401 | 2,890,078 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $74,149,727 | 2,844,255 | Shares | Defined | 2024-03-05 | |
| 2023-09-30 | $9,567,732 | 415,086 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,819,229 | 418,552 | Shares | Sole | 2023-12-12 | |
| 2023-03-31 | $4,968,212 | 418,552 | Shares | Sole | 2023-12-12 | |
| 2022-12-31 | $6,424,207 | 418,788 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $9,115,846 | 479,529 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $8,665,538 | 482,491 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $14,364,322 | 477,220 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $14,166,118 | 492,906 | Shares | Defined | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||