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Overview
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Chart
Business Summary
Filings
Ownership
Valuation
Ownership — XBP
Institutional Holdings
Insider Transactions
US Institutional Ownership
42.7%
Institution
Shares
Value
Ownership %
Change
Filing Date
Gates Capital Management, Inc.
3.19M
$7.0M
27.11%
--
2026-06-30
HoldCo Asset Management, LP
787.1K
$1.0M
6.68%
--
2026-06-30
BlackRock, Inc.
176.7K
--
1.50%
+2.8K
2026-06-30
Allianz Asset Management GmbH
168.8K
--
1.43%
--
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
127.4K
--
1.08%
-475
2026-06-30
BANK OF AMERICA CORP /DE/
125.7K
--
1.07%
-32.3K
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
123.9K
--
1.05%
-3.9K
2026-06-30
BRC Group Holdings, Inc.
73.7K
--
0.63%
--
2026-06-30
VANGUARD FIDUCIARY TRUST CO
58.2K
--
0.49%
+475
2026-06-30
Jefferies Financial Group Inc.
54.6K
--
0.46%
--
2026-06-30
Shay Capital LLC
25.0K
--
0.21%
--
2026-06-30
NORTHERN TRUST CORP
23.5K
--
0.20%
-1.7K
2026-06-30
STATE STREET CORP
22.7K
--
0.19%
--
2026-06-30
Brookfield Corp /ON/
19.7K
--
0.17%
--
2026-06-30
GOLDMAN SACHS GROUP INC
17.9K
--
0.15%
+545
2026-06-30
National Philanthropic Trust
15.5K
--
0.13%
-14.1K
2026-06-30
Crewe Advisors LLC
9.0K
--
0.08%
+2.5K
2026-06-30
Vanguard Global Advisers, LLC
3.9K
--
0.03%
--
2026-06-30
Tower Research Capital LLC (TRC)
3.8K
--
0.03%
+3.7K
2026-06-30
JPMORGAN CHASE & CO
3.0K
--
0.03%
+9
2026-06-30
UBS Group AG
1.1K
--
0.01%
+1.1K
2026-06-30
MORGAN STANLEY
33
--
0.00%
-600
2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
32
--
0.00%
--
2026-06-30
Mountain Hill Investment Partners Corp.
17
--
0.00%
--
2026-06-30
SBI Securities Co., Ltd.
1
--
0.00%
--
2026-06-30
