SCHEDULE 13G/A: Capital World Investors Discloses 9.1% Stake in XP Inc. via Amended Schedule 13G Filing

Capital World Investors has filed an amended Schedule 13G, reporting a beneficial ownership of 9.1% in XP Inc.'s common stock as of March 31, 2025.

Summary

• Capital World Investors (CWI) has filed an Amendment No. 1 to Schedule 13G regarding its beneficial ownership in XP Inc.
• As of March 31, 2025, CWI beneficially owns 39,691,272 shares of XP Inc.'s Common Stock.
• This ownership represents 9.1% of the class, based on 436,776,080 shares believed to be outstanding.
• CWI, a division of Capital Research and Management Company (CRMC) and its investment management affiliates, holds sole voting power over 39,686,974 shares and sole dispositive power over 39,691,272 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing the control of XP Inc.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership, providing no explicit positive or negative sentiment regarding the company's performance or outlook. It is a routine regulatory filing.

Future Outlook

NA

Industry Context

This filing is a standard disclosure of a significant institutional investor's stake in a publicly traded company. It reflects Capital World Investors' continued or updated investment position in XP Inc., a Brazilian financial services company. Such disclosures are common for large asset managers holding passive stakes in companies.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder's stake, which can influence market perception and liquidity.

Key Dates

Keywords

XP Inc., Capital World Investors, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing, Equity Stake