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. | 02/17/2026 | 3.19 M | $21.75 M | 100.00% | 8.89% |
| CANTOR FITZGERALD, L. P. | 02/17/2026 | 811.09 K | $5.52 M | 100.00% | 2.26% |
| HOLDCO ASSET MANAGEMENT, LP | 02/12/2026 | 787.14 K | $5.36 M | 100.00% | 2.19% |
| VANGUARD GROUP INC | 01/29/2026 | 189.52 K | $1.29 M | 100.00% | 0.53% |
| BLACKROCK, INC. | 02/12/2026 | 170.57 K | $1.16 M | 100.00% | 0.48% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 168.75 K | $1.15 M | 100.00% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 157.95 K | $1.08 M | 100.00% | 0.44% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 121.90 K | $830.75 K | 100.00% | 0.34% |
| CASTLEKNIGHT MANAGEMENT LP | 02/17/2026 | 101.30 K | $689.87 K | 100.00% | 0.28% |
| B. RILEY FINANCIAL, INC. | 02/10/2026 | 93.95 K | $639.81 K | -77.96% | 0.26% |
| JEFFERIES FINANCIAL GROUP INC. | 02/09/2026 | 69.87 K | $475.82 K | 100.00% | 0.19% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/26/2026 | 34.47 K | $234.72 K | 100.00% | 0.10% |
| NORTHERN TRUST CORP | 02/17/2026 | 25.11 K | $171.03 K | 100.00% | 0.07% |
| STATE STREET CORP | 02/13/2026 | 22.71 K | $154.66 K | 100.00% | 0.06% |
| CITADEL ADVISORS LLC | 02/17/2026 | 22.26 K | $151.60 K | 100.00% | 0.06% |
| BROOKFIELD CORP /ON/ | 02/13/2026 | 19.68 K | $134.03 K | 100.00% | 0.05% |
| SHAY CAPITAL LLC | 02/17/2026 | 18.39 K | $125.22 K | 100.00% | 0.05% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 14.96 K | $101.89 K | 100.00% | 0.04% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.98 K | $20.27 K | 100.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 1.91 K | $12.98 K | 100.00% | 0.01% |
| BARCLAYS PLC | 02/13/2026 | 250 | $1.70 K | 100.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 205 | $1.40 K | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 96 | $1.00 K | 100.00% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 32 | $218 | 100.00% | 0.00% |
| MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 01/26/2026 | 17 | $116 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 1 | $7 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| JEFFERIES FINANCIAL GROUP INC. | 02/09/2026 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| BROOKFIELD CORP /ON/ | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CANTOR FITZGERALD, L. P. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| NOMURA ASSET MANAGEMENT CO LTD | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| NOMURA HOLDINGS INC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 0 | $0 | -100.00% | 0.00% |
| GATES CAPITAL MANAGEMENT, INC. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/26/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| MAN GROUP PLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
XBP Global Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of XBP Global Holdings Inc.. The most heavily invested institutionals were:
Allianz Asset Management GmbH: 168,751
VANGUARD FIDUCIARY TRUST CO: 57,723
Jefferies Financial Group Inc.: 54,609
Crewe Advisors LLC: 6,500
Vanguard Global Advisers, LLC: 3,940
UBS Group AG: 28
16.79% of XBP Global Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 18.40 M shares in the last 24 months. This purchase volume represents approximately $103.03 M in transactions.