XP Inc.
XP- 交易所
- Nasdaq
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001787425
近 90 天，XP Inc. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 321 家機構在 13F 申報持有，市值合計 $54.2 億；大師中只有橡樹資本持有。
2021 年第 4 季 13F 持有人
XP Inc. 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 234
- 較 2021 年第 3 季 +66 家
- 持有股數
- 2.55 億
- 較 2021 年第 3 季 +6,971 萬 (+37.7%)
- 總市值
- $73.2 億
- 較 2021 年第 3 季 −$1.13 億 (−1.5%)
- 新進機構
- 105
- 另有 82 家加碼
- 清倉機構
- 39
- 另有 40 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 XP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 321 | $54.2 億 |
| 2026 年第 1 季 | 359 | $63.3 億 |
| 2025 年第 4 季 | 343 | $57.2 億 |
| 2025 年第 3 季 | 328 | $64.5 億 |
| 2025 年第 2 季 | 313 | $69.6 億 |
| 2025 年第 1 季 | 296 | $46.8 億 |
| 2024 年第 4 季 | 294 | $41.5 億 |
| 2024 年第 3 季 | 292 | $62.1 億 |
| 2024 年第 2 季 | 265 | $54.7 億 |
| 2024 年第 1 季 | 299 | $81.3 億 |
| 2023 年第 4 季 | 301 | $76.2 億 |
| 2023 年第 3 季 | 258 | $64.4 億 |
| 2023 年第 2 季 | 225 | $66.7 億 |
| 2023 年第 1 季 | 192 | $34.5 億 |
| 2022 年第 4 季 | 199 | $43.9 億 |
| 2022 年第 3 季 | 200 | $50.0 億 |
| 2022 年第 2 季 | 200 | $47.1 億 |
| 2022 年第 1 季 | 237 | $81.6 億 |
| 2021 年第 4 季 | 234 | $73.2 億 |
| 2021 年第 3 季 | 168 | $74.3 億 |
| 2021 年第 2 季 | 166 | $79.2 億 |
| 2021 年第 1 季 | 149 | $68.5 億 |
2021 年第 4 季持有機構
每家機構持有 XP Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Credit Suisse AG | 91,622 | $263.3 萬 | 0.00% | +59,125+181.9% | 加碼 |
| Synovus Financial Corp | 89,553 | $256.7 萬 | 0.03% | +54,796+157.7% | 加碼 |
| Natixis Advisors, L.P. | 88,074 | $253.2 萬 | 0.01% | +88,074 | 新進 |
| Voloridge Investment Management, LLC | 85,979 | $247.1 萬 | 0.01% | +35,772+71.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 85,849 | $246.7 萬 | 0.02% | −742−0.9% | 減碼 |
| Krane Funds Advisors LLC | 78,948 | $226.9 萬 | 0.06% | +29,876+60.9% | 加碼 |
| Norges Bank | 77,940 | $224.0 萬 | 0.00% | −1,603,709−95.4% | 減碼 |
| Channing Global Advisors, LLC | 76,198 | $219.0 萬 | 2.08% | +76,198 | 新進 |
| Brookfield Asset Management Inc. | 75,000 | $215.6 萬 | 0.01% | +75,000 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 74,862 | $213.6 萬 | 0.03% | +74,862 | 新進 |
| Twinbeech Capital LP | 71,844 | $206.5 萬 | 0.12% | +71,844 | 新進 |
| Envestnet Asset Management Inc | 70,799 | $203.5 萬 | 0.00% | +63,084+817.7% | 加碼 |
| Royal Bank of Canada | 62,023 | $178.2 萬 | 0.00% | +61,306+8,550.3% | 加碼 |
| Citadel Advisors LLC | 59,104 | $169.8 萬 | 0.00% | −39,937−40.3% | 減碼 |
| HSBC Holdings PLC | 56,214 | $161.6 萬 | 0.00% | +56,214 | 新進 |
| Candriam Luxembourg S.C.A. | 51,615 | $148.3 萬 | 0.01% | −72,385−58.4% | 減碼 |
| Neuberger Berman Group LLC | 52,032 | $146.4 萬 | 0.00% | −306−0.6% | 減碼 |
| Tandem Capital Management Corp | 49,108 | $141.1 萬 | 0.81% | −990−2.0% | 減碼 |
| INCA Investments LLC | 46,187 | $132.7 萬 | 0.86% | +46,187 | 新進 |
| Aigen Investment Management, LP | 43,850 | $129.2 萬 | 0.08% | +43,850 | 新進 |
| Oppenheimer Asset Management Inc. | 44,829 | $128.8 萬 | 0.02% | +30,444+211.6% | 加碼 |
| Invesco Ltd. | 42,379 | $121.8 萬 | 0.00% | +27,452+183.9% | 加碼 |
| Handelsbanken Fonder AB | 41,700 | $119.8 萬 | 0.01% | +5,400+14.9% | 加碼 |
| Utah Retirement Systems | 40,800 | $117.3 萬 | 0.01% | +15,800+63.2% | 加碼 |
| Paradiem, LLC | 33,248 | $110.7 萬 | 0.36% | −1,970−5.6% | 減碼 |
| Thornburg Investment Management Inc | 37,020 | $106.4 萬 | 0.01% | −216,294−85.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,146 | $106.3 萬 | 0.00% | +37,146 | 新進 |
| Engineers Gate Manager LP | 35,756 | $102.8 萬 | 0.05% | +35,756 | 新進 |
| Wells Fargo & Company | 33,150 | $95.3 萬 | 0.00% | −10,102−23.4% | 減碼 |
| US Bancorp | 29,166 | $83.7 萬 | 0.00% | +18,903+184.2% | 加碼 |
| Banco BTG Pactual S.A. | 27,062 | $77.8 萬 | 2.27% | +15,994+144.5% | 加碼 |
| Parametric Portfolio Associates LLC | 26,486 | $76.1 萬 | 0.00% | +10,054+61.2% | 加碼 |
| Citigroup Inc | 26,214 | $75.4 萬 | 0.00% | +22,860+681.6% | 加碼 |
| Group One Trading, L.P. | 25,019 | $71.9 萬 | 0.01% | +25,019 | 新進 |
| CIBC World Markets Inc. | 23,168 | $66.6 萬 | 0.00% | +5,708+32.7% | 加碼 |
| Brinker Capital Investments, LLC | 22,743 | $65.4 萬 | 0.01% | −2,263−9.0% | 減碼 |
| Storebrand Asset Management AS | 21,623 | $62.1 萬 | 0.00% | +21,623 | 新進 |
| Bayesian Capital Management, LP | 20,648 | $59.3 萬 | 0.19% | +20,648 | 新進 |
| Wolverine Trading, LLC | 18,065 | $51.6 萬 | 0.01% | +589+3.4% | 加碼 |
| Millennium Management LLC | 16,866 | $48.5 萬 | 0.00% | −328,122−95.1% | 減碼 |
| UBS Asset Management Americas Inc | 16,458 | $47.3 萬 | 0.00% | +4,953+43.1% | 加碼 |
| Principal Financial Group Inc | 15,729 | $45.2 萬 | 0.00% | +15,729 | 新進 |
| FNY Investment Advisers, LLC | 15,000 | $43.1 萬 | 0.23% | +15,000 | 新進 |
| Congress Wealth Management LLC | 14,766 | $42.4 萬 | 0.01% | +14,766 | 新進 |
| Cambiar Investors LLC | 13,596 | $39.1 萬 | 0.01% | +13,596 | 新進 |
| Squarepoint Ops LLC | 13,382 | $38.5 萬 | 0.00% | +13,382 | 新進 |
| First Trust Advisors LP | 13,020 | $37.4 萬 | 0.00% | −274,956−95.5% | 減碼 |
| PEAK6 Investments LLC | 12,379 | $35.6 萬 | 0.01% | +12,379 | 新進 |
| American Beacon Advisors, Inc. | 11,104 | $31.9 萬 | 8.83% | +11,104 | 新進 |
| Exchange Traded Concepts, LLC | 10,891 | $31.3 萬 | 0.01% | +10,466+2,462.6% | 加碼 |
| Bank of Montreal | 10,941 | $31.3 萬 | 0.00% | +10,941 | 新進 |
| Dimensional Fund Advisors LP | 10,537 | $30.3 萬 | 0.00% | +1,909+22.1% | 加碼 |
| American Century Companies Inc | 10,101 | $29.0 萬 | 0.00% | −338,609−97.1% | 減碼 |
| Dumac, Inc. | 10,000 | $28.7 萬 | 0.92% | 00.0% | 不變 |
| Truist Financial Corp | 9,983 | $28.7 萬 | 0.00% | +9,983 | 新進 |
| Deltec Asset Management LLC | 9,645 | $27.7 萬 | 0.05% | +2,645+37.8% | 加碼 |
| Fifth Third Bancorp | 9,308 | $26.8 萬 | 0.00% | +9,308 | 新進 |
| AlphaCrest Capital Management LLC | 9,300 | $26.7 萬 | 0.01% | −3,600−27.9% | 減碼 |
| 1832 Asset Management L.P. | 8,753 | $25.3 萬 | 0.00% | +2,173+33.0% | 加碼 |
| Keybank National Association | 8,812 | $25.3 萬 | 0.00% | +8,812 | 新進 |
| Comerica Bank | 8,119 | $25.0 萬 | 0.00% | +8,119 | 新進 |
| Baader Bank INC | 8,600 | $24.7 萬 | 0.02% | +8,600 | 新進 |
| Wealth Alliance | 8,555 | $24.6 萬 | 0.05% | +8,555 | 新進 |
| New York State Common Retirement Fund | 7,987 | $23.0 萬 | 0.00% | +7,987 | 新進 |
| Federated Hermes, Inc. | 7,901 | $22.7 萬 | 0.00% | −7,902−50.0% | 減碼 |
| Centiva Capital, LP | 7,214 | $20.7 萬 | 0.01% | −8,537−54.2% | 減碼 |
| Verition Fund Management LLC | 7,100 | $20.4 萬 | 0.00% | +1,701+31.5% | 加碼 |
| Tudor Investment Corp Et Al | 7,048 | $20.3 萬 | 0.00% | +7,048 | 新進 |
| Schechter Investment Advisors, LLC | 7,052 | $20.3 萬 | 0.02% | +7,052 | 新進 |
| Longfellow Investment Management Co LLC | 6,385 | $18.4 萬 | 0.03% | +6,385 | 新進 |
| Advisor Group Holdings, Inc. | 4,807 | $13.7 萬 | 0.00% | −1,686−26.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,663 | $10.5 萬 | 0.00% | +3,663 | 新進 |
| SG Americas Securities, LLC | 3,610 | $10.4 萬 | 0.00% | +3,610 | 新進 |
| Rockefeller Capital Management L.P. | 3,530 | $10.1 萬 | 0.00% | +3,119+758.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,057 | $8.60 萬 | 0.00% | +3,057 | 新進 |
| Eaton Vance Management | 2,919 | $8.40 萬 | 0.00% | +2,919 | 新進 |
| IFP Advisors, Inc | 2,294 | $6.50 萬 | 0.00% | −94−3.9% | 減碼 |
| Amundi | 1,765 | $5.20 萬 | 0.00% | +1,520+620.4% | 加碼 |
| Toronto Dominion Bank | 1,555 | $4.50 萬 | 0.00% | +1,555 | 新進 |
| Captrust Financial Advisors | 1,307 | $3.80 萬 | 0.00% | +1,307 | 新進 |
| TD Private Client Wealth LLC | 1,197 | $3.44 萬 | 0.00% | +1,197 | 新進 |
| Credit Agricole S A | 1,165 | $3.30 萬 | 0.00% | +285+32.4% | 加碼 |
| Harbor Investment Advisory, LLC | 760 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 763 | $2.20 萬 | 0.00% | +763 | 新進 |
| BIT Capital GmbH | 750 | $2.16 萬 | 0.00% | −57,624−98.7% | 減碼 |
| Mondrian Investment Partners LTD | 689 | $2.00 萬 | 0.00% | +689 | 新進 |
| Eagle Bay Advisors LLC | 680 | $2.00 萬 | 0.01% | +680 | 新進 |
| Advisors Asset Management, Inc. | 569 | $1.64 萬 | 0.00% | +569 | 新進 |
| First Horizon Advisors, Inc. | 549 | $1.50 萬 | 0.00% | +549 | 新進 |
| Koshinski Asset Management, Inc. | 397 | $1.14 萬 | 0.00% | +397 | 新進 |
| Pin Oak Investment Advisors Inc | 349 | $1.00 萬 | 0.01% | +349 | 新進 |
| Carroll Financial Associates, Inc. | 338 | $1.00 萬 | 0.00% | +338 | 新進 |
| Compagnie Lombard Odier SCmA | 280 | $8,000 | 0.00% | +280 | 新進 |
| Quadrant Capital Group LLC | 288 | $8,000 | 0.00% | +288 | 新進 |
| Wolff Wiese Magana LLC | 250 | $7,000 | 0.00% | +250 | 新進 |
| American Portfolios Advisors | 215 | $6,179 | 0.00% | +2+0.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 207 | $6,000 | 0.00% | −15,906−98.7% | 減碼 |
| Umb Bank N A | 204 | $6,000 | 0.00% | +204 | 新進 |
| Investors Research Corp | 204 | $6,000 | 0.00% | +204 | 新進 |
| Platinum Investment Management Ltd | 159 | $5,000 | 0.00% | +159 | 新進 |