Position in XP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$204,205,272
-$30,577,936 QoQ
Shares Held
12,558,750
+1.8% QoQ
Ownership
2.53%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#6
of 317 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 60%
Shared 31%
None 9%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $4,901,890,860 across 13 Capital Markets names. XP ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,212,711 | $1,925,825,104 | |
| 2 | SCHW |
Schwab Charles Corp
|
13,356,306 | $1,232,386,350 | |
| 3 | GS |
Goldman Sachs Group Inc
|
638,391 | $645,649,502 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,458,759 | $410,903,232 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,150,026 | $315,884,605 | |
| 6 | XP |
XP Inc.
This page
|
12,558,750 | $204,205,272 | |
| 7 | LCLN |
Lincoln International, Inc.
|
2,097,339 | $50,063,481 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
1,373,660 | $37,610,810 |
All Filings in XP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,205,272 | 12,558,750 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $234,783,208 | 12,331,051 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $200,745,651 | 12,263,021 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $205,976,710 | 10,962,039 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $175,197,023 | 8,673,120 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||