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。
2022 年第 1 季 13F 持有人
XP Inc. 在 2022/3/31 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
- 237
- 較 2021 年第 4 季 +6 家
- 持有股數
- 2.76 億
- 較 2021 年第 4 季 +2,144 萬 (+8.4%)
- 總市值
- $81.6 億
- 較 2021 年第 4 季 +$8.42 億 (+11.5%)
- 新進機構
- 54
- 另有 95 家加碼
- 清倉機構
- 48
- 另有 63 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 4 | $0 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 12 | $0 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 15 | $0 | 0.00% | 00.0% | 不變 |
| Financial Connections Group, Inc. | 9 | $0 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 11 | $0 | 0.00% | +11 | 新進 |
| Federation des caisses Desjardins du Quebec | 6 | $181 | 0.00% | −85,843−100.0% | 減碼 |
| Sageworth Trust Co of South Dakota | 21 | $1,000 | 0.00% | −101−82.8% | 減碼 |
| Okabena Investment Services Inc | 39 | $1,000 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 28 | $1,000 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 44 | $1,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 32 | $1,000 | 0.00% | −20−38.5% | 減碼 |
| Fieldpoint Private Securities, LLC | 26 | $1,000 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 32 | $1,000 | 0.00% | +32 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1,000 | 0.00% | +38 | 新進 |
| Lindbrook Capital, LLC | 55 | $2,000 | 0.00% | +55 | 新進 |
| DekaBank Deutsche Girozentrale | 96 | $3,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 181 | $5,000 | 0.00% | +42+30.2% | 加碼 |
| Umb Bank N A | 204 | $6,000 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 204 | $6,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 215 | $6,472 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 219 | $7,000 | 0.00% | +185+544.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 280 | $8,000 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 261 | $8,000 | 0.00% | +261 | 新進 |
| State of Wyoming | 328 | $1.00 萬 | 0.01% | +211+180.3% | 加碼 |
| TCWP LLC | 359 | $1.00 萬 | 0.00% | +359 | 新進 |
| Pin Oak Investment Advisors Inc | 349 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 366 | $1.10 萬 | 0.01% | +116+46.4% | 加碼 |
| Koshinski Asset Management, Inc. | 397 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 403 | $1.20 萬 | 0.00% | +328+437.3% | 加碼 |
| Toronto Dominion Bank | 432 | $1.30 萬 | 0.00% | −1,123−72.2% | 減碼 |
| First Horizon Advisors, Inc. | 496 | $1.50 萬 | 0.00% | −53−9.7% | 減碼 |
| Brown Brothers Harriman & Co | 483 | $1.50 萬 | 0.00% | +423+705.0% | 加碼 |
| Signaturefd, LLC | 512 | $1.50 萬 | 0.00% | +448+700.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 606 | $1.80 萬 | 0.01% | +505+500.0% | 加碼 |
| Washington Trust Advisors, Inc. | 707 | $2.10 萬 | 0.00% | −56−7.3% | 減碼 |
| Harbor Investment Advisory, LLC | 760 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| BIT Capital GmbH | 801 | $2.41 萬 | 0.00% | +51+6.8% | 加碼 |
| Credit Agricole S A | 1,165 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Turim 21 Investimentos Ltda. | 1,400 | $4.20 萬 | 0.02% | +1,400 | 新進 |
| Quadrant Capital Group LLC | 1,558 | $4.70 萬 | 0.01% | +1,270+441.0% | 加碼 |
| Amundi | 1,653 | $5.10 萬 | 0.00% | −112−6.3% | 減碼 |
| Rockefeller Capital Management L.P. | 3,327 | $10.0 萬 | 0.00% | −203−5.8% | 減碼 |
| TD Private Client Wealth LLC | 5,330 | $16.0 萬 | 0.01% | +4,133+345.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,610 | $20.0 萬 | 0.00% | +3,553+116.2% | 加碼 |
| Schechter Investment Advisors, LLC | 6,883 | $20.7 萬 | 0.02% | −169−2.4% | 減碼 |
| Captrust Financial Advisors | 7,092 | $21.3 萬 | 0.00% | +5,785+442.6% | 加碼 |
| IFP Advisors, Inc | 6,111 | $21.6 萬 | 0.00% | +3,817+166.4% | 加碼 |
| Altfest L J & Co Inc | 7,178 | $21.6 萬 | 0.04% | +7,178 | 新進 |
| 1832 Asset Management L.P. | 7,431 | $22.1 萬 | 0.00% | −1,322−15.1% | 減碼 |
| Park Avenue Securities LLC | 7,513 | $22.6 萬 | 0.00% | +7,513 | 新進 |
| Cerity Partners LLC | 7,821 | $23.5 萬 | 0.00% | +7,821 | 新進 |
| Comerica Bank | 8,415 | $23.7 萬 | 0.00% | +296+3.6% | 加碼 |
| Deltec Asset Management LLC | 8,145 | $24.5 萬 | 0.04% | −1,500−15.6% | 減碼 |
| HighTower Advisors, LLC | 8,139 | $24.7 萬 | 0.00% | +8,139 | 新進 |
| Prudential Financial Inc | 8,259 | $24.9 萬 | 0.00% | +8,259 | 新進 |
| Pitcairn Co | 8,628 | $26.0 萬 | 0.02% | +8,628 | 新進 |
| Advisor Group Holdings, Inc. | 8,763 | $26.4 萬 | 0.00% | +3,956+82.3% | 加碼 |
| Cloverfields Capital Group, LP | 8,775 | $26.4 萬 | 0.08% | +8,775 | 新進 |
| Schonfeld Strategic Advisors LLC | 8,897 | $26.8 萬 | 0.00% | +8,897 | 新進 |
| Wealth Alliance | 9,960 | $30.0 萬 | 0.06% | +1,405+16.4% | 加碼 |
| American Century Companies Inc | 10,101 | $30.4 萬 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 10,168 | $30.6 萬 | 0.01% | −2,211−17.9% | 減碼 |
| YorkBridge Wealth Partners, LLC | 10,170 | $30.6 萬 | 0.07% | +10,170 | 新進 |
| Marks Group Wealth Management, Inc | 10,277 | $30.9 萬 | 0.04% | +10,277 | 新進 |
| Verition Fund Management LLC | 10,943 | $32.9 萬 | 0.01% | +3,843+54.1% | 加碼 |
| American Beacon Advisors, Inc. | 12,074 | $36.3 萬 | 9.30% | +970+8.7% | 加碼 |
| Wolverine Trading, LLC | 12,173 | $38.0 萬 | 0.01% | −5,892−32.6% | 減碼 |
| Regions Financial Corp | 12,867 | $38.7 萬 | 0.00% | +12,867 | 新進 |
| Cutler Group LP | 13,167 | $39.6 萬 | 0.04% | +13,165+658,250.0% | 加碼 |
| Optiver Holding B.V. | 13,996 | $42.1 萬 | 0.00% | +13,996 | 新進 |
| Banco BTG Pactual S.A. | 14,130 | $42.5 萬 | 0.22% | −12,932−47.8% | 減碼 |
| Gsa Capital Partners LLP | 17,338 | $52.2 萬 | 0.07% | +17,338 | 新進 |
| Aigen Investment Management, LP | 17,655 | $53.1 萬 | 0.09% | −26,195−59.7% | 減碼 |
| FDx Advisors, Inc. | 17,857 | $53.7 萬 | 0.02% | +17,857 | 新進 |
| Fox Run Management, L.L.C. | 19,715 | $59.3 萬 | 0.33% | +19,715 | 新進 |
| Centiva Capital, LP | 20,574 | $61.9 萬 | 0.04% | +13,360+185.2% | 加碼 |
| Exchange Traded Concepts, LLC | 21,227 | $63.9 萬 | 0.01% | +10,336+94.9% | 加碼 |
| Storebrand Asset Management AS | 21,623 | $65.1 萬 | 0.00% | 00.0% | 不變 |
| Weiss Asset Management LP | 22,223 | $66.9 萬 | 0.02% | +22,223 | 新進 |
| Rokos Capital Management LLP | 22,000 | $67.2 萬 | 0.07% | +22,000 | 新進 |
| BTG Pactual Global Asset Management Ltd | 22,422 | $67.5 萬 | 0.66% | +22,422 | 新進 |
| CIBC World Markets Inc. | 22,734 | $68.4 萬 | 0.00% | −434−1.9% | 減碼 |
| HRT Financial LP | 22,745 | $68.4 萬 | 0.00% | +22,745 | 新進 |
| Tower Research Capital LLC (TRC) | 23,428 | $70.5 萬 | 0.01% | +19,765+539.6% | 加碼 |
| Legacy Wealth Asset Management, LLC | 24,235 | $72.9 萬 | 0.26% | +24,235 | 新進 |
| Congress Wealth Management LLC | 24,464 | $73.6 萬 | 0.02% | +9,698+65.7% | 加碼 |
| ExodusPoint Capital Management, LP | 24,811 | $74.7 萬 | 0.01% | +24,811 | 新進 |
| AlphaCrest Capital Management LLC | 25,121 | $75.6 萬 | 0.04% | +15,821+170.1% | 加碼 |
| Brinker Capital Investments, LLC | 26,406 | $79.5 萬 | 0.01% | +3,663+16.1% | 加碼 |
| Mariner, LLC | 28,351 | $85.3 萬 | 0.00% | +28,351 | 新進 |
| Paradiem, LLC | 33,396 | $99.7 萬 | 0.33% | +148+0.4% | 加碼 |
| Polianta Ltd | 33,200 | $99.9 萬 | 0.65% | +33,200 | 新進 |
| Keybank National Association | 33,802 | $101.7 萬 | 0.00% | +24,990+283.6% | 加碼 |
| Pearl River Capital, LLC | 34,087 | $102.6 萬 | 0.28% | +34,087 | 新進 |
| Artal Group S.A. | 35,000 | $105.4 萬 | 0.04% | +35,000 | 新進 |
| Voloridge Investment Management, LLC | 35,853 | $107.9 萬 | 0.01% | −50,126−58.3% | 減碼 |
| Wells Fargo & Company | 36,083 | $108.7 萬 | 0.00% | +2,933+8.8% | 加碼 |