Xerox Holdings Corporation
MX ˙ BMV ˙ US98421M1062
SecurityMX:XRX / Xerox Holdings Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership64,903 shares
Latest Disclosed Value $ 83,727
Stifel Financial Corp reports 166.60% increase in ownership of XRX / Xerox Holdings Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 64,903 shares of Xerox Holdings Corporation (MX:XRX) valued at $83,727 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 24,345 shares of Xerox Holdings Corporation. This represents a change in shares of 166.60% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F XEROX HOLDINGS COM NEW 98421M106 64,903 40,558 166.60 84 45.61 0.0000
2026-02-13 2025-12-31 13F XEROX HOLDINGS COM NEW 98421M106 24,345 24,345 58 0.0001
2025-11-12 2025-09-30 13F XEROX HOLDINGS COM NEW 98421M106 0 -10,657 -100.00 0 -100.00
2025-08-14 2025-06-30 13F XEROX HOLDINGS COM NEW 98421M106 10,657 -1,811 -14.53 56 -6.67 0.0001
2025-05-14 2025-03-31 13F XEROX HOLDINGS COM NEW 98421M106 12,468 -17,701 -58.67 60 -76.38 0.0001
2025-02-13 2024-12-31 13F XEROX HOLDINGS COM NEW 98421M106 30,169 -122,211 -80.20 254 -83.93 0.0003
2024-11-14 2024-09-30 13F XEROX HOLDINGS COM NEW 98421M106 152,380 46,708 44.20 1,582 28.85 0.0017
2024-08-13 2024-06-30 13F XEROX HOLDINGS COM NEW 98421M106 105,672 15,813 17.60 1,228 -23.69 0.0014
2024-05-14 2024-03-31 13F XEROX HOLDINGS COM NEW 98421M106 89,859 693 0.78 1,608 -1.59 0.0018
2024-02-12 2023-12-31 13F XEROX HOLDINGS COM NEW 98421M106 89,166 1,193 1.36 1,634 18.41 0.0021
2023-11-13 2023-09-30 13F XEROX HOLDINGS COM NEW 98421M106 87,973 -14,453 -14.11 1,380 -9.51 0.0019
2023-08-14 2023-06-30 13F XEROX HOLDINGS COM NEW 98421M106 102,426 24,848 32.03 1,525 27.72 0.0021
2023-05-12 2023-03-31 13F XEROX HOLDINGS COM NEW 98421M106 77,578 62,438 412.40 1,195 440.27 0.0017
2023-02-13 2022-12-31 13F XEROX HOLDINGS COM NEW 98421M106 15,140 167 1.12 221 13.33 0.0003
2022-11-14 2022-09-30 13F XEROX HOLDINGS COM NEW 98421M106 14,973 -246 -1.62 195 -13.72 0.0003
2022-08-15 2022-06-30 13F XEROX HOLDINGS COM NEW 98421M106 15,219 -440 -2.81 226 -28.48 0.0004
2022-05-13 2022-03-31 13F XEROX HOLDINGS COM NEW 98421M106 15,659 521 3.44 316 -7.87 0.0004
2022-02-14 2021-12-31 13F XEROX HOLDINGS COM NEW 98421M106 15,138 -915 -5.70 343 6.19 0.0005
2021-11-15 2021-09-30 13F XEROX HOLDINGS COM NEW 98421M106 16,053 318 2.02 323 -12.70 0.0005
2021-08-13 2021-06-30 13F XEROX HOLDINGS COM NEW 98421M106 15,735 32 0.20 370 -2.89 0.0006
2021-05-14 2021-03-31 13F XEROX HOLDINGS COM NEW 98421M106 15,703 116 0.74 381 5.54 0.0006
2021-02-12 2020-12-31 13F XEROX HOLDINGS COM NEW 98421M106 15,587 -642 -3.96 361 18.36 0.0006
2020-11-16 2020-09-30 13F XEROX HOLDINGS COM NEW 98421M106 16,229 -6,365 -28.17 305 -11.59 0.0006
2020-08-14 2020-06-30 13F XEROX HOLDINGS COM NEW 98421M106 22,594 7,492 49.61 345 21.48 0.0008
2020-05-14 2020-03-31 13F XEROX HOLDINGS COM NEW 98421M106 15,102 -62,399 -80.51 284 -90.08 0.0008
2020-02-13 2019-12-31 13F XEROX HOLDINGS COM NEW 98421M106 77,501 62,040 401.27 2,862 527.63 0.0060
2019-11-19 2019-09-30 13F/A-1 XEROX HOLDINGS COM NEW 98421M106 15,461 -65,220 -80.84 456 -84.06 0.0012
2019-11-13 2019-09-30 13F XEROX HOLDINGS COM NEW 98421M106 15,461 456
2019-08-14 2019-06-30 13F XEROX COM NEW 984121608 80,681 63,106 359.07 2,860 411.63 0.0074
2019-05-14 2019-03-31 13F XEROX COM NEW 984121608 17,575 -67,949 -79.45 559 -66.71 0.0016
2019-02-13 2018-12-31 13F XEROX COM NEW 984121608 85,524 -954 -1.10 1,679 -28.00 0.0054
2018-11-13 2018-09-30 13F XEROX COM NEW 984121608 86,478 3,900 4.72 2,332 17.72 0.0067
2018-08-14 2018-06-30 13F XEROX COM NEW 984121608 82,578 141 0.17 1,981 -16.45 0.0061
2018-05-11 2018-03-31 13F XEROX COM NEW 984121608 82,437 -18,857 -18.62 2,371 -19.55 0.0075
2018-02-14 2017-12-31 13F XEROX COM NEW 984121608 101,294 -10,623 -9.49 2,947 -20.54 0.0093
2017-11-13 2017-09-30 13F XEROX COM NEW 984121608 111,917 8,203 7.91 3,709 24.76 0.0129
2017-08-14 2017-06-30 13F XEROX COM NEW 984121608 103,714 -159,859 -60.65 2,973 54.36 0.0110
2017-05-10 2017-03-31 13F XEROX COM 984121103 263,573 4,883 1.89 1,926 -14.89 0.0075
2017-02-16 2016-12-31 13F XEROX COM 984121103 258,690 1,529 0.59 2,263 -13.00 0.0096
2016-11-15 2016-09-30 13F XEROX COM 984121103 257,161 -40,413 -13.58 2,601 -7.90 0.0117
2016-08-17 2016-06-30 13F XEROX COM 984121103 297,574 28,552 10.61 2,824 -5.90 0.0131
2016-05-16 2016-03-31 13F XEROX COM 984121103 269,022 39,001 16.96 3,001 22.74 0.0160
2016-03-21 2015-12-31 13F/A-2 XEROX COM 984121103 230,021 -155,071 -40.27 2,445 -34.73 0.0127
2016-02-26 2015-12-31 13F/A-1 XEROX COM 984121103 243,688 13,667 8,326 0.0435
2016-02-16 2015-12-31 13F XEROX COM 984121103 243,688 11,464
2015-11-16 2015-09-30 13F XEROX COM 984121103 385,092 -226,306 -37.01 3,746 -42.41 0.0210
2015-08-17 2015-06-30 13F/A-1 XEROX COM 984121103 611,398 -17,156 -2.73 6,505 -19.45 0.0336
2015-08-17 2015-06-30 13F XEROX COM 984121103 611,297 6,504
2015-05-14 2015-03-31 13F XEROX COM 984121103 628,554 -39,801 -5.96 8,076 -12.81 0.0442
2015-02-13 2014-12-31 13F XEROX COM 984121103 668,355 143,985 27.46 9,263 33.51 0.0515
2014-11-13 2014-09-30 13F XEROX COM 984121103 524,370 -745,366 -58.70 6,938 -56.08 0.0609
2014-08-14 2014-06-30 13F XEROX COM 984121103 1,269,736 -430,363 -25.31 15,796 -17.78 0.1419
2014-05-15 2014-03-31 13F XEROX COM 984121103 1,700,099 1,700,099 19,211 0.1838
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.