XBP Global Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATES CAPITAL MANAGEMENT, INC. | 05/15/2026 | 3.19 M | $14.05 M | 0.00% | 27.16% |
| HOLDCO ASSET MANAGEMENT, LP | 05/15/2026 | 787.14 K | $3.46 M | 0.00% | 6.70% |
| CANTOR FITZGERALD, L. P. | 05/15/2026 | 766.87 K | $3.37 M | -5.45% | 6.52% |
| BLACKROCK, INC. | 05/13/2026 | 173.86 K | $764.96 K | 1.93% | 1.48% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 168.75 K | $742.50 K | 0.00% | 1.44% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 157.93 K | $694.90 K | -0.01% | 1.34% |
| 05/15/2026 | 127.86 K | $562.58 K | 100.00% | 1.09% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 127.80 K | $562.73 K | 4.84% | 1.09% |
| B. RILEY FINANCIAL, INC. | 05/15/2026 | 73.66 K | $324.09 K | 100.00% | 0.63% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 57.72 K | $253.98 K | 100.00% | 0.49% |
| CASTLEKNIGHT MANAGEMENT LP | 05/15/2026 | 56.55 K | $248.83 K | -44.17% | 0.48% |
| JEFFERIES FINANCIAL GROUP INC. | 05/08/2026 | 54.61 K | $240.28 K | -21.84% | 0.46% |
| 05/15/2026 | 29.61 K | $130.26 K | -12.26% | 0.25% | |
| NORTHERN TRUST CORP | 05/14/2026 | 25.11 K | $110.50 K | 0.00% | 0.21% |
| SHAY CAPITAL LLC | 05/15/2026 | 25.00 K | $110.00 K | 35.96% | 0.21% |
| STATE STREET CORP | 05/15/2026 | 22.71 K | $99.92 K | 0.00% | 0.19% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 21.52 K | $94.68 K | -37.57% | 0.18% |
| BROOKFIELD CORP /ON/ | 05/15/2026 | 19.68 K | $86.60 K | -0.01% | 0.17% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 17.33 K | $76.23 K | 15.79% | 0.15% |
| CREWE ADVISORS LLC | 05/07/2026 | 6.50 K | $28.60 K | 100.00% | 0.06% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 3.94 K | $17.34 K | 100.00% | 0.03% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.00 K | $12.26 K | 0.67% | 0.03% |
| MORGAN STANLEY | 05/15/2026 | 633 | $2.79 K | 208.78% | 0.01% |
| BARCLAYS PLC | 05/15/2026 | 77 | $339 | -69.20% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 47 | $207 | 100.00% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 32 | $141 | 0.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 28 | $123 | -98.53% | 0.00% |
| MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 05/01/2026 | 17 | $75 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 1 | $4 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| B. RILEY FINANCIAL, INC. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
XBP Global Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 32 institutional investors and hedge funds held shares of XBP Global Holdings Inc.. The most heavily invested institutionals were:
Gates Capital Management, Inc.: 3.19 M
HoldCo Asset Management, LP: 787,141
CANTOR FITZGERALD, L. P.: 766,872
BlackRock, Inc.: 173,855
Allianz Asset Management GmbH: 168,751
BANK OF AMERICA CORP /DE/: 157,932
50.37% of XBP Global Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 18.10 M shares in the last 24 months. This purchase volume represents approximately $101.38 M in transactions.