MORGAN STANLEY

Position in XP — XP Inc.

CIK 895421 NEW YORK, NY

Back to XP Full portfolio

Position in XP

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

Position Value

$105,525,414

-$8,350,766 QoQ

Shares Held

6,489,878

+8.5% QoQ

Ownership

1.31%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#12

of 318 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in XP Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. XP ranks #20 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,030,974	$7,110,916,164
2	SCHW	Schwab Charles Corp	22,793,553	$2,103,161,122
3	MS	Morgan Stanley	6,085,858	$1,272,187,752
4	HOOD	Robinhood Markets, Inc.	10,105,436	$1,013,373,115
5	CRCL	Circle Internet Group, Inc.	8,315,961	$520,828,628
6	IBKR	Interactive Brokers Group, Inc.	5,146,242	$447,928,898
7	HUT	Hut 8 Corp.	3,320,981	$383,390,646
8	IREN	IREN Ltd	7,257,285	$331,875,639

All Filings in XP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$105,525,414	6,489,878	+8.5%	Shares	Defined	2026-08-13
2026-03-31	$113,876,180	5,980,892	-37.2%	Shares	Defined	2026-05-15
2025-12-31	$155,912,409	9,524,277	+13.2%	Shares	Defined	2026-05-27
2025-09-30	$158,035,845	8,410,636	-5.7%	Shares	Defined	2026-05-27
2025-06-30	$180,190,094	8,920,302	+101.9%	Shares	Defined	2025-08-15
2025-03-31	$60,746,067	4,417,896	-26.4%	Shares	Defined	2025-05-15
2024-12-31	$71,089,190	5,999,088	+38.5%	Shares	Defined	2025-05-15
2024-09-30	$77,713,458	4,331,854	+43.4%	Shares	Defined	2025-05-14
2024-06-30	$53,146,915	3,021,428	-28.7%	Shares	Defined	2025-05-14
2024-03-31	$108,716,001	4,236,789	+72.6%	Shares	Defined	2024-10-17
2023-12-31	$63,990,559	2,454,567	+30.5%	Shares	Defined	2024-08-16
2023-09-30	$43,362,302	1,881,228	-23.1%	Shares	Defined	2023-11-15
2023-06-30	$57,370,911	2,445,478	-16.9%	Shares	Defined	2023-08-14
2023-03-31	$34,925,264	2,942,314	-14.1%	Shares	Defined	2023-05-15
2022-12-31	$52,570,114	3,426,996	+38.1%	Shares	Defined	2023-02-14
2022-09-30	$47,181,694	2,481,941	-14.5%	Shares	Defined	2022-11-14
2022-06-30	$52,141,827	2,903,220	+192.4%	Shares	Defined	2022-10-27
2022-03-31	$29,881,891	992,754	-34.3%	Shares	Defined	2022-10-27
2021-12-31	$43,419,123	1,510,756	+115.7%	Shares	Defined	2022-02-14
2021-09-30	$28,131,853	700,320	+45.4%	Shares	Defined	2021-11-15
2021-06-30	$20,969,846	481,512	+47.0%	Shares	Defined	2021-08-23
2021-03-31	$12,336,170	327,480	+36.8%	Shares	Defined	2021-05-17
2020-12-31	$9,499,456	239,462	+248.3%	Shares	Defined	2021-02-16
2020-09-30	$2,866,228	68,751	+941.1%	Shares	Defined	2020-11-13
2020-06-30	$277,434	6,604	-89.1%	Shares	Defined	2020-08-14
2020-03-31	$1,171,462	60,729	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.