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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 36,600 | $110.2 萬 | 0.02% | +36,600 | 新進 |
| Davenport & Co LLC | 38,025 | $114.5 萬 | 0.01% | +38,025 | 新進 |
| Quadrature Capital Ltd | 38,390 | $115.5 萬 | 0.05% | +38,390 | 新進 |
| Utah Retirement Systems | 39,700 | $119.5 萬 | 0.02% | −1,100−2.7% | 減碼 |
| Jump Financial, LLC | 40,809 | $122.8 萬 | 0.05% | +40,809 | 新進 |
| Invesco Ltd. | 41,111 | $123.8 萬 | 0.00% | −1,268−3.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 41,470 | $124.8 萬 | 0.15% | +41,470 | 新進 |
| Tandem Capital Management Corp | 51,148 | $130.8 萬 | 0.90% | +2,040+4.2% | 加碼 |
| Krane Funds Advisors LLC | 43,478 | $130.9 萬 | 0.05% | −35,470−44.9% | 減碼 |
| First Republic Investment Management, Inc. | 43,741 | $131.7 萬 | 0.00% | +43,741 | 新進 |
| Parametric Portfolio Associates LLC | 45,782 | $137.8 萬 | 0.00% | +19,296+72.9% | 加碼 |
| Truist Financial Corp | 46,957 | $141.4 萬 | 0.00% | +36,974+370.4% | 加碼 |
| Ergoteles LLC | 50,944 | $153.3 萬 | 0.06% | +50,944 | 新進 |
| Susquehanna International Group, LLP | 52,246 | $157.3 萬 | 0.00% | −205,784−79.8% | 減碼 |
| Bank of Montreal | 50,740 | $158.7 萬 | 0.00% | +39,799+363.8% | 加碼 |
| Allianz Asset Management GmbH | 53,176 | $160.1 萬 | 0.00% | +53,176 | 新進 |
| Duality Advisers, LP | 53,810 | $162.0 萬 | 0.17% | +53,810 | 新進 |
| National Bank of Canada | 61,689 | $173.6 萬 | 0.01% | +61,689 | 新進 |
| Fifth Third Bancorp | 59,183 | $178.1 萬 | 0.01% | +49,875+535.8% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 62,033 | $186.7 萬 | 0.12% | −101,472−62.1% | 減碼 |
| Barclays PLC | 62,501 | $188.1 萬 | 0.00% | +62,501 | 新進 |
| Cubist Systematic Strategies, LLC | 67,738 | $203.9 萬 | 0.02% | −258,836−79.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 72,653 | $218.7 萬 | 0.00% | +72,653 | 新進 |
| Compass Group LLC | 75,000 | $225.8 萬 | 0.79% | −25,000−25.0% | 減碼 |
| UBS Asset Management Americas Inc | 77,207 | $232.4 萬 | 0.00% | +60,749+369.1% | 加碼 |
| Synovus Financial Corp | 77,350 | $232.6 萬 | 0.02% | −12,203−13.6% | 減碼 |
| Squarepoint Ops LLC | 77,860 | $234.4 萬 | 0.02% | +64,478+481.8% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 88,579 | $266.6 萬 | 0.46% | −4,930,151−98.2% | 減碼 |
| Natixis Advisors, L.P. | 90,389 | $272.1 萬 | 0.01% | +2,315+2.6% | 加碼 |
| US Bancorp | 95,916 | $288.6 萬 | 0.00% | +66,750+228.9% | 加碼 |
| Renaissance Capital LLC | 99,184 | $298.5 萬 | 1.27% | −29,704−23.0% | 減碼 |
| Neuberger Berman Group LLC | 100,694 | $304.9 萬 | 0.00% | +48,662+93.5% | 加碼 |
| Channing Global Advisors, LLC | 103,018 | $310.1 萬 | 3.00% | +26,820+35.2% | 加碼 |
| UBS Group AG | 103,412 | $311.3 萬 | 0.00% | −5,443−5.0% | 減碼 |
| Citigroup Inc | 105,790 | $318.5 萬 | 0.00% | +79,576+303.6% | 加碼 |
| Madison Asset Management, LLC | 108,860 | $327.7 萬 | 0.05% | +2,527+2.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 109,664 | $330.1 萬 | 0.05% | +64,835+144.6% | 加碼 |
| Handelsbanken Fonder AB | 117,700 | $354.3 萬 | 0.02% | +76,000+182.3% | 加碼 |
| AXA S.A. | 126,150 | $379.7 萬 | 0.01% | +14,700+13.2% | 加碼 |
| Royal Bank of Canada | 127,878 | $384.8 萬 | 0.00% | +65,855+106.2% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | 130,161 | $391.7 萬 | 0.04% | −31,638−19.6% | 減碼 |
| Old Well Partners, LLC | 131,800 | $396.7 萬 | 2.66% | +131,800 | 新進 |
| Credit Suisse AG | 135,574 | $408.1 萬 | 0.00% | +43,952+48.0% | 加碼 |
| Russell Investments Group, Ltd. | 137,294 | $413.1 萬 | 0.01% | +137,294 | 新進 |
| Calamos Advisors LLC | 154,000 | $463.5 萬 | 0.02% | +34,438+28.8% | 加碼 |
| Man Group plc | 166,766 | $502.0 萬 | 0.02% | −3,522−2.1% | 減碼 |
| Thomas White International Ltd | 171,859 | $517.3 萬 | 0.87% | +20,162+13.3% | 加碼 |
| Bank of America Corp | 176,352 | $530.9 萬 | 0.00% | +10,672+6.4% | 加碼 |
| Paradice Investment Management LLC | 180,656 | $543.8 萬 | 0.32% | +42,298+30.6% | 加碼 |
| Brookfield Asset Management Inc. | 186,381 | $561.0 萬 | 0.02% | +111,381+148.5% | 加碼 |
| Westpac Banking Corp | 189,090 | $569.2 萬 | 0.07% | +189,090 | 新進 |
| Legal & General Group Plc | 190,896 | $574.6 萬 | 0.00% | +24,285+14.6% | 加碼 |
| Norges Bank | 203,472 | $612.5 萬 | 0.00% | +125,532+161.1% | 加碼 |
| Deutsche Bank AG | 205,131 | $617.4 萬 | 0.00% | −45,853−18.3% | 減碼 |
| Vanguard Group Inc | 233,570 | $703.0 萬 | 0.00% | +6,317+2.8% | 加碼 |
| Citadel Advisors LLC | 233,931 | $704.1 萬 | 0.01% | +174,827+295.8% | 加碼 |
| Penserra Capital Management LLC | 236,970 | $713.2 萬 | 0.17% | −16,325−6.4% | 減碼 |
| Pendal Group Limited | 240,231 | $723.1 萬 | 0.06% | +88,943+58.8% | 加碼 |
| Verde Servicos Internacionais S.A. | 242,147 | $728.9 萬 | 1.23% | −629,770−72.2% | 減碼 |
| Pictet Asset Management SA | 251,970 | $758.4 萬 | 0.01% | +251,970 | 新進 |
| Fundsmith LLP大師Fundsmith | 253,367 | $762.6 萬 | 0.03% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 260,645 | $784.5 萬 | 0.00% | +189,846+268.1% | 加碼 |
| Seafarer Capital Partners, LLC | 264,562 | $796.3 萬 | 3.50% | 00.0% | 不變 |
| Marshall Wace, LLP | 267,973 | $806.6 萬 | 0.02% | −357,951−57.2% | 減碼 |
| GW&K Investment Management, LLC | 275,498 | $829.2 萬 | 0.07% | +18,329+7.1% | 加碼 |
| Walleye Capital LLC | 278,383 | $837.9 萬 | 0.24% | +278,383 | 新進 |
| Kapitalo Investimentos Ltda | 279,125 | $840.2 萬 | 9.04% | −255,072−47.7% | 減碼 |
| Geode Capital Management, LLC | 305,592 | $919.8 萬 | 0.00% | +7,911+2.7% | 加碼 |
| Northern Trust Corp | 308,786 | $929.4 萬 | 0.00% | +215,438+230.8% | 加碼 |
| Earnest Partners LLC | 322,114 | $969.6 萬 | 0.06% | −4,656−1.4% | 減碼 |
| Jarislowsky, Fraser Ltd | 324,768 | $977.5 萬 | 0.05% | +60,327+22.8% | 加碼 |
| State Street Corp | 367,027 | $1,105 萬 | 0.00% | +7,700+2.1% | 加碼 |
| Nordea Investment Management AB | 360,425 | $1,113 萬 | 0.01% | +9,831+2.8% | 加碼 |
| Standard Life Aberdeen plc | 378,908 | $1,141 萬 | 0.03% | −7,131−1.8% | 減碼 |
| Philadelphia Financial Management of San Francisco, LLC | 403,358 | $1,214 萬 | 3.91% | +403,358 | 新進 |
| Baillie Gifford & Co | 450,296 | $1,355 萬 | 0.01% | −14,966−3.2% | 減碼 |
| Assenagon Asset Management S.A. | 450,619 | $1,356 萬 | 0.04% | −167,646−27.1% | 減碼 |
| Fisher Asset Management, LLC | 477,220 | $1,436 萬 | 0.01% | −15,686−3.2% | 減碼 |
| Inherent Group, LP | 499,500 | $1,504 萬 | 4.73% | +499,500 | 新進 |
| New York State Common Retirement Fund | 519,596 | $1,564 萬 | 0.02% | +511,609+6,405.5% | 加碼 |
| California Public Employees Retirement System | 567,899 | $1,709 萬 | 0.01% | −115,469−16.9% | 減碼 |
| Goldman Sachs Group Inc | 609,247 | $1,834 萬 | 0.00% | −1,870,356−75.4% | 減碼 |
| Millennium Management LLC | 613,866 | $1,848 萬 | 0.02% | +597,000+3,539.7% | 加碼 |
| Gavea Investimentos Ltda | 622,168 | $1,873 萬 | 30.11% | −279,600−31.0% | 減碼 |
| APG Asset Management N.V. | 795,926 | $2,153 萬 | 0.04% | +300,600+60.7% | 加碼 |
| Bessemer Group Inc | 740,961 | $2,230 萬 | 0.05% | 00.0% | 不變 |
| ThornTree Capital Partners LP | 743,686 | $2,239 萬 | 4.91% | +111,793+17.7% | 加碼 |
| Thornburg Investment Management Inc | 763,698 | $2,299 萬 | 0.30% | +726,678+1,962.9% | 加碼 |
| BlackRock Inc. | 787,446 | $2,370 萬 | 0.00% | +33,549+4.5% | 加碼 |
| ADAMCAPITAL Gestao de Recursos Ltda. | 810,319 | $2,439 萬 | 5.72% | +635,331+363.1% | 加碼 |
| Orbis Allan Gray Ltd | 867,809 | $2,612 萬 | 0.19% | +755,043+669.6% | 加碼 |
| TT International Asset Management LTD | 872,412 | $2,626 萬 | 1.84% | −1,495,404−63.2% | 減碼 |
| Absoluto Partners Gestao de Recursos Ltda | 884,118 | $2,661 萬 | 6.63% | −2,225,984−71.6% | 減碼 |
| BC Gestao de Recursos Ltda. | 886,311 | $2,668 萬 | 26.95% | −856,666−49.1% | 減碼 |
| USS Investment Management Ltd | 895,160 | $2,696 萬 | 0.23% | +240,861+36.8% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 905,000 | $2,724 萬 | 0.05% | −337,243−27.1% | 減碼 |
| LMR Partners LLP | 915,366 | $2,755 萬 | 0.40% | +50,000+5.8% | 加碼 |
| Morgan Stanley | 992,754 | $2,988 萬 | 0.00% | −518,002−34.3% | 減碼 |
| Franklin Resources Inc | 1,025,835 | $3,088 萬 | 0.01% | −3240.0% | 減碼 |
| JGP Global Gestao de Recursos Ltda. | 1,245,574 | $3,449 萬 | 19.82% | +566,594+83.4% | 加碼 |