
XBP Global Holdings, Inc.
XBP Global Holdings, Inc. (XBP) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · XBP · as of Sep 30, 2025
Ownership Breakdown
33
Institutional Holders
▲ 20 vs Q2
$60.54M
Total Inst. Value
▲ $54.31M vs Q2
9.58M
Shares Outstanding
freeFloat 36.94%
75.02M
13F Shares Held
▲ 68.32M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
XBP largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
GATES CAPITAL MANAGEMENT, INC. blank checks | 31.93M | 8.89% | 8.89% | $25.77B | Nov 14, 2025 | NEW |
LASRY MARC blank checks | 12.11M | 3.37% | 3.37% | $9.77B | Nov 14, 2025 | NEW |
HOLDCO ASSET MANAGEMENT, LP blank checks | 7.87M | 2.19% | 2.19% | $6.35B | Nov 14, 2025 | NEW |
CANTOR FITZGERALD, L. P. blank checks | 6.64M | 1.85% | 1.85% | $5.36B | Feb 17, 2026 | ▲ 572.4K |
MAN GROUP PLC blank checks | 2.25M | 62.70% | 62.70% | $1.82B | Nov 14, 2025 | NEW |
VANGUARD GROUP INC blank checks | 1.90M | 52.78% | 52.78% | $1.53B | Nov 7, 2025 | ▲ 1.86M |
ALLIANZ ASSET MANAGEMENT GMBH blank checks | 1.69M | 47.00% | 47.00% | $1.36B | Nov 4, 2025 | NEW |
CASTLEKNIGHT MANAGEMENT LP blank checks | 1.67M | 46.56% | 46.56% | $1.35B | Nov 14, 2025 | NEW |
BANK OF AMERICA CORP /DE/ blank checks | 1.58M | 43.99% | 43.99% | $1.27B | Feb 3, 2026 | ▲ 1.58M |
BLACKROCK, INC. blank checks | 1.44M | 40.17% | 40.17% | $1.16B | Nov 12, 2025 | ▲ 1.41M |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
10
Increased
+6.98M shares21
New Positions
first time holders1
Decreased
−2 shares1
Sold Out
fully exitedNet shares change (top 50)
+6.98M
+6.98M / −2
Net new holders
+29
21 new / 1 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
XBP insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
4
Buy transactions
1
Sell transactions
4.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Klein Randal T director | May 19, 2026 | Purchase | 25,000 | $2.44 | $61.1K | 40.0K | Form 4 ↗ |
Jonovic Andrej Chief Executive Officer | Apr 30, 2026 | Award | 50,000 | — | — | 213.2K | Form 4 ↗ |
Robu Vitalie President | Apr 30, 2026 | Award | 12,500 | — | — | 96.5K | Form 4 ↗ |
Robu Vitalie President | Feb 13, 2026 | Tax Withhold | 6,424 | $7.73 | $49.7K | 93.2K | Form 4 ↗ |
Robu Vitalie President | Apr 30, 2026 | Tax Withhold | 9,187 | $2.90 | $26.6K | 84.0K | Form 4 ↗ |
Avramovic Dejan Chief Financial Officer | Apr 30, 2026 | Award | 32,500 | — | — | 85.2K | Form 4 ↗ |
Avramovic Dejan Chief Financial Officer | Feb 13, 2026 | Tax Withhold | 3,006 | $7.73 | $23.2K | 52.7K | Form 4 ↗ |
LUTNICK HOWARD W 10 percent owner | Oct 6, 2025 | Sale | 385,000 | $11.50 | $4.43M | 0 | Form 4 ↗ |
LUTNICK HOWARD W 10 percent owner | Oct 6, 2025 | Sale | 6,064,404 | — | — | 0 | Form 4 ↗ |
Srivastava Sanjay director | Sep 24, 2025 | Award | 40,323 | — | — | 246.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
XBP Global Holdings, Inc. (XBP) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 63.06%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of XBP Global Holdings, Inc. is GATES CAPITAL MANAGEMENT, INC., holding approximately 31.93 million shares — equal to 8.89% of outstanding shares — as of September 30, 2025.
A total of 33 institutional investors currently hold XBP stock, with a combined institutional value of approximately $60,544,593 as of the most recent 13F filing period.
Frequently asked questions
XBP ownershipXBP Global Holdings, Inc. (XBP) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is GATES CAPITAL MANAGEMENT, INC. with a 8.89% stake. Company insiders hold 63.06%. Data sourced from SEC Form 13F as of September 30, 2025.