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Who owns XBPWhat XBP owns — n/a

Who owns XBP Global Holdings, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of XBP from SEC Form 13F filings across 27 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 27 institutions disclosed 5.9M shares of XBP Global Holdings, Inc. worth $13.6M — about 49.7% of shares outstanding; the largest disclosed holder is Gates Capital Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

27

13F holders

$13.6M

value, 2026 filers

49.7%

of shares outstanding (5.9M sh)

0

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XBP's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Gates Capital Management, Inc.3.2M$7.4M0.2%27.1%0.0%
2CANTOR FITZGERALD, L. P.818,119$1.9M0.0%6.9%+6.7%
3HoldCo Asset Management, LP787,141$1.8M0.1%6.7%0.0%
4BlackRock, Inc.176,686$409,9110.0%1.5%+1.6%
5Allianz Asset Management GmbH168,751$391,5020.0%1.4%0.0%
6VANGUARD CAPITAL MANAGEMENT LLC127,383$295,5290.0%1.1%-0.4%
7BANK OF AMERICA CORP /DE/125,680$291,5780.0%1.1%-20.4%
8GEODE CAPITAL MANAGEMENT, LLC123,937$287,7660.0%1.1%-3.0%
9BRC Group Holdings, Inc.73,657$170,8840.0%0.6%0.0%
10VANGUARD FIDUCIARY TRUST CO58,198$135,0190.0%0.5%+0.8%
11Jefferies Financial Group Inc.54,609$126,6930.0%0.5%0.0%
12Shay Capital LLC25,000$58,0000.0%0.2%0.0%
13NORTHERN TRUST CORP23,460$54,4270.0%0.2%-6.6%
14STATE STREET CORP22,710$52,6870.0%0.2%0.0%
15Brookfield Corp /ON/19,681$45,6600.0%0.2%0.0%
16GOLDMAN SACHS GROUP INC17,870$41,4580.0%0.2%+3.1%
17National Philanthropic Trust15,491$35,9390.0%0.1%-47.7%
18Crewe Advisors LLC9,000$20,8800.0%0.1%+38.5%
19Vanguard Global Advisers, LLC3,940$9,1410.0%0%0.0%
20Tower Research Capital LLC (TRC)3,756$8,7140.0%0%+7891.5%
21JPMORGAN CHASE & CO2,986$7,4650.0%0%-0.4%
22UBS Group AG1,143$2,6520.0%0%+3982.1%
23BARCLAYS PLC100$2320.0%0%+29.9%
24MORGAN STANLEY33$760.0%0%-94.8%
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC32$740.0%0%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.