Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,041,060
-$7,050,020 QoQ
Shares Held
556,031
-34.2% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 317 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 65%
None 35%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $9,344,402,535 across 51 Capital Markets names. XP ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,508,431 | $2,536,951,850 | |
| 2 | MS |
Morgan Stanley
|
9,205,421 | $1,924,301,199 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,090,710 | $1,207,879,801 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,708,980 | $845,069,614 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,517,212 | $553,266,013 | |
| 6 | EVR |
Evercore Inc.
|
1,602,673 | $547,216,665 | |
| 7 | PIPR |
Piper Sandler Companies
|
3,141,984 | $227,291,116 | |
| 8 | WULF |
Terawulf Inc.
|
7,107,793 | $175,562,486 |
All Filings in XP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,041,060 | 556,031 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,091,080 | 845,120 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,735,972 | 594,745 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $6,800,566 | 361,925 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,140,193 | 353,475 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,415,313 | 393,841 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,840,370 | 324,082 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,538,015 | 364,438 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $25,106,979 | 1,427,344 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,869,108 | 228,726 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $25,206,169 | 966,865 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $12,185,496 | 528,655 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,048,111 | 470,934 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,425,492 | 288,584 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,142,046 | 139,638 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $911,244 | 47,935 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $910,302 | 50,685 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,237,441 | 41,111 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,217,972 | 42,379 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $599,617 | 14,927 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $636,569 | 14,617 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $562,375 | 14,929 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||