XP Inc. has 9 Schedule 13D or 13G filings on record since 2025-08-07. 5 holders' latest filing reports 5% or more of class a common shares, par value us$0.00001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| XP Control LLC | 18.7% | 96,797,602 | SCHEDULE 13D/A, 2026-07-07 | 2026-07-06 |
| BlackRock, Inc. | 9.4% | 39,068,916 | SCHEDULE 13G/A, 2026-07-30 | 2026-06-30 |
| Dodge & Cox | 7.9% | 34,308,445 | SCHEDULE 13G/A, 2025-08-13 | 2025-06-30 |
| ARGA Investment Management, LP | 5.9% | 24,643,382 | SCHEDULE 13G, 2026-08-13 | 2026-06-30 |
| General Atlantic, L.P. | 5.4% | 22,758,833 | SCHEDULE 13D/A, 2025-12-04 | 2025-12-02 |
| Capital World Investors | 4.6% | 19,103,295 | SCHEDULE 13G/A, 2026-05-14 | 2026-03-31 |
| Mawer Investment Management Ltd. | 0% | 0 | SCHEDULE 13G/A, 2025-08-07 | 2025-06-30 |
Purpose of Transaction (Item 4)
XP Control LLC
Item 4 of the Schedule 13D is hereby amended to add the following: On July 2, 2026, XP Control LLC exercised its Repurchase Right to purchase all of the non-voting interests in XP Control LLC held indirectly by Gabriel for 4,954,867 Class A common shares (resulting from the conversion of the corresponding number of Class B common shares of the Issuer held by XP Control LLC). As a result of XP Control LLC's transfer of the Class A common shares to Gabriel's investment vehicle, the Reporting Persons' beneficial ownership of the Class A common shares decreased from 101,752,469 Class A common shares to 96,797,602 Class A common shares. In addition, if the Repurchase Right is exercised in full, the Reporting Persons' beneficial ownership of the Class A common shares may be further decreased by up to 2,815,465 Class A common shares. Except as set forth herein, the Reporting Persons have no present plans or proposals which relate to or would result in any of the matters set forth in this Item 4.Item 4 of the SCHEDULE 13D/A filed 2026-07-07
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-07 | Mawer Investment Management Ltd. | 0% | SCHEDULE 13G/A |
| 2025-08-13 | Dodge & Cox | 7.9% | SCHEDULE 13G/A |
| 2025-12-04 | General Atlantic, L.P. | 5.4% | SCHEDULE 13D/A |
| 2026-01-21 | BlackRock, Inc. | 8.3% | SCHEDULE 13G/A |
| 2026-02-13 | XP Control LLC | 19.6% | SCHEDULE 13D/A |
| 2026-05-14 | Capital World Investors | 4.6% | SCHEDULE 13G/A |
| 2026-07-07 | XP Control LLC | 18.7% | SCHEDULE 13D/A |
| 2026-07-30 | BlackRock, Inc. | 9.4% | SCHEDULE 13G/A |
| 2026-08-13 | ARGA Investment Management, LP | 5.9% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.