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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 109,664 | $330.1 萬 | 0.05% | +64,835+144.6% | 加碼 |
| Madison Asset Management, LLC | 108,860 | $327.7 萬 | 0.05% | +2,527+2.4% | 加碼 |
| Citigroup Inc | 105,790 | $318.5 萬 | 0.00% | +79,576+303.6% | 加碼 |
| UBS Group AG | 103,412 | $311.3 萬 | 0.00% | −5,443−5.0% | 減碼 |
| Channing Global Advisors, LLC | 103,018 | $310.1 萬 | 3.00% | +26,820+35.2% | 加碼 |
| Neuberger Berman Group LLC | 100,694 | $304.9 萬 | 0.00% | +48,662+93.5% | 加碼 |
| Renaissance Capital LLC | 99,184 | $298.5 萬 | 1.27% | −29,704−23.0% | 減碼 |
| US Bancorp | 95,916 | $288.6 萬 | 0.00% | +66,750+228.9% | 加碼 |
| Natixis Advisors, L.P. | 90,389 | $272.1 萬 | 0.01% | +2,315+2.6% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 88,579 | $266.6 萬 | 0.46% | −4,930,151−98.2% | 減碼 |
| Squarepoint Ops LLC | 77,860 | $234.4 萬 | 0.02% | +64,478+481.8% | 加碼 |
| Synovus Financial Corp | 77,350 | $232.6 萬 | 0.02% | −12,203−13.6% | 減碼 |
| UBS Asset Management Americas Inc | 77,207 | $232.4 萬 | 0.00% | +60,749+369.1% | 加碼 |
| Compass Group LLC | 75,000 | $225.8 萬 | 0.79% | −25,000−25.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 72,653 | $218.7 萬 | 0.00% | +72,653 | 新進 |
| Cubist Systematic Strategies, LLC | 67,738 | $203.9 萬 | 0.02% | −258,836−79.3% | 減碼 |
| Barclays PLC | 62,501 | $188.1 萬 | 0.00% | +62,501 | 新進 |
| SPX Equities Gestao de Recursos Ltda | 62,033 | $186.7 萬 | 0.12% | −101,472−62.1% | 減碼 |
| Fifth Third Bancorp | 59,183 | $178.1 萬 | 0.01% | +49,875+535.8% | 加碼 |
| National Bank of Canada | 61,689 | $173.6 萬 | 0.01% | +61,689 | 新進 |
| Duality Advisers, LP | 53,810 | $162.0 萬 | 0.17% | +53,810 | 新進 |
| Allianz Asset Management GmbH | 53,176 | $160.1 萬 | 0.00% | +53,176 | 新進 |
| Bank of Montreal | 50,740 | $158.7 萬 | 0.00% | +39,799+363.8% | 加碼 |
| Susquehanna International Group, LLP | 52,246 | $157.3 萬 | 0.00% | −205,784−79.8% | 減碼 |
| Ergoteles LLC | 50,944 | $153.3 萬 | 0.06% | +50,944 | 新進 |
| Truist Financial Corp | 46,957 | $141.4 萬 | 0.00% | +36,974+370.4% | 加碼 |
| Parametric Portfolio Associates LLC | 45,782 | $137.8 萬 | 0.00% | +19,296+72.9% | 加碼 |
| First Republic Investment Management, Inc. | 43,741 | $131.7 萬 | 0.00% | +43,741 | 新進 |
| Krane Funds Advisors LLC | 43,478 | $130.9 萬 | 0.05% | −35,470−44.9% | 減碼 |
| Tandem Capital Management Corp | 51,148 | $130.8 萬 | 0.90% | +2,040+4.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 41,470 | $124.8 萬 | 0.15% | +41,470 | 新進 |
| Invesco Ltd. | 41,111 | $123.8 萬 | 0.00% | −1,268−3.0% | 減碼 |
| Jump Financial, LLC | 40,809 | $122.8 萬 | 0.05% | +40,809 | 新進 |
| Utah Retirement Systems | 39,700 | $119.5 萬 | 0.02% | −1,100−2.7% | 減碼 |
| Quadrature Capital Ltd | 38,390 | $115.5 萬 | 0.05% | +38,390 | 新進 |
| Davenport & Co LLC | 38,025 | $114.5 萬 | 0.01% | +38,025 | 新進 |
| Susquehanna Fundamental Investments, LLC | 36,600 | $110.2 萬 | 0.02% | +36,600 | 新進 |
| Wells Fargo & Company | 36,083 | $108.7 萬 | 0.00% | +2,933+8.8% | 加碼 |
| Voloridge Investment Management, LLC | 35,853 | $107.9 萬 | 0.01% | −50,126−58.3% | 減碼 |
| Artal Group S.A. | 35,000 | $105.4 萬 | 0.04% | +35,000 | 新進 |
| Pearl River Capital, LLC | 34,087 | $102.6 萬 | 0.28% | +34,087 | 新進 |
| Keybank National Association | 33,802 | $101.7 萬 | 0.00% | +24,990+283.6% | 加碼 |
| Polianta Ltd | 33,200 | $99.9 萬 | 0.65% | +33,200 | 新進 |
| Paradiem, LLC | 33,396 | $99.7 萬 | 0.33% | +148+0.4% | 加碼 |
| Mariner, LLC | 28,351 | $85.3 萬 | 0.00% | +28,351 | 新進 |
| Brinker Capital Investments, LLC | 26,406 | $79.5 萬 | 0.01% | +3,663+16.1% | 加碼 |
| AlphaCrest Capital Management LLC | 25,121 | $75.6 萬 | 0.04% | +15,821+170.1% | 加碼 |
| ExodusPoint Capital Management, LP | 24,811 | $74.7 萬 | 0.01% | +24,811 | 新進 |
| Congress Wealth Management LLC | 24,464 | $73.6 萬 | 0.02% | +9,698+65.7% | 加碼 |
| Legacy Wealth Asset Management, LLC | 24,235 | $72.9 萬 | 0.26% | +24,235 | 新進 |
| Tower Research Capital LLC (TRC) | 23,428 | $70.5 萬 | 0.01% | +19,765+539.6% | 加碼 |
| 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 |
| BTG Pactual Global Asset Management Ltd | 22,422 | $67.5 萬 | 0.66% | +22,422 | 新進 |
| Rokos Capital Management LLP | 22,000 | $67.2 萬 | 0.07% | +22,000 | 新進 |
| Weiss Asset Management LP | 22,223 | $66.9 萬 | 0.02% | +22,223 | 新進 |
| Storebrand Asset Management AS | 21,623 | $65.1 萬 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 21,227 | $63.9 萬 | 0.01% | +10,336+94.9% | 加碼 |
| Centiva Capital, LP | 20,574 | $61.9 萬 | 0.04% | +13,360+185.2% | 加碼 |
| Fox Run Management, L.L.C. | 19,715 | $59.3 萬 | 0.33% | +19,715 | 新進 |
| FDx Advisors, Inc. | 17,857 | $53.7 萬 | 0.02% | +17,857 | 新進 |
| Aigen Investment Management, LP | 17,655 | $53.1 萬 | 0.09% | −26,195−59.7% | 減碼 |
| Gsa Capital Partners LLP | 17,338 | $52.2 萬 | 0.07% | +17,338 | 新進 |
| Banco BTG Pactual S.A. | 14,130 | $42.5 萬 | 0.22% | −12,932−47.8% | 減碼 |
| Optiver Holding B.V. | 13,996 | $42.1 萬 | 0.00% | +13,996 | 新進 |
| Cutler Group LP | 13,167 | $39.6 萬 | 0.04% | +13,165+658,250.0% | 加碼 |
| Regions Financial Corp | 12,867 | $38.7 萬 | 0.00% | +12,867 | 新進 |
| Wolverine Trading, LLC | 12,173 | $38.0 萬 | 0.01% | −5,892−32.6% | 減碼 |
| American Beacon Advisors, Inc. | 12,074 | $36.3 萬 | 9.30% | +970+8.7% | 加碼 |
| Verition Fund Management LLC | 10,943 | $32.9 萬 | 0.01% | +3,843+54.1% | 加碼 |
| Marks Group Wealth Management, Inc | 10,277 | $30.9 萬 | 0.04% | +10,277 | 新進 |
| 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 |
| American Century Companies Inc | 10,101 | $30.4 萬 | 0.00% | 00.0% | 不變 |
| Wealth Alliance | 9,960 | $30.0 萬 | 0.06% | +1,405+16.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 8,897 | $26.8 萬 | 0.00% | +8,897 | 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 |
| Pitcairn Co | 8,628 | $26.0 萬 | 0.02% | +8,628 | 新進 |
| Prudential Financial Inc | 8,259 | $24.9 萬 | 0.00% | +8,259 | 新進 |
| HighTower Advisors, LLC | 8,139 | $24.7 萬 | 0.00% | +8,139 | 新進 |
| Deltec Asset Management LLC | 8,145 | $24.5 萬 | 0.04% | −1,500−15.6% | 減碼 |
| Comerica Bank | 8,415 | $23.7 萬 | 0.00% | +296+3.6% | 加碼 |
| Cerity Partners LLC | 7,821 | $23.5 萬 | 0.00% | +7,821 | 新進 |
| Park Avenue Securities LLC | 7,513 | $22.6 萬 | 0.00% | +7,513 | 新進 |
| 1832 Asset Management L.P. | 7,431 | $22.1 萬 | 0.00% | −1,322−15.1% | 減碼 |
| 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 |
| Captrust Financial Advisors | 7,092 | $21.3 萬 | 0.00% | +5,785+442.6% | 加碼 |
| Schechter Investment Advisors, LLC | 6,883 | $20.7 萬 | 0.02% | −169−2.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,610 | $20.0 萬 | 0.00% | +3,553+116.2% | 加碼 |
| TD Private Client Wealth LLC | 5,330 | $16.0 萬 | 0.01% | +4,133+345.3% | 加碼 |
| Rockefeller Capital Management L.P. | 3,327 | $10.0 萬 | 0.00% | −203−5.8% | 減碼 |
| Amundi | 1,653 | $5.10 萬 | 0.00% | −112−6.3% | 減碼 |
| Quadrant Capital Group LLC | 1,558 | $4.70 萬 | 0.01% | +1,270+441.0% | 加碼 |
| Turim 21 Investimentos Ltda. | 1,400 | $4.20 萬 | 0.02% | +1,400 | 新進 |
| Credit Agricole S A | 1,165 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| BIT Capital GmbH | 801 | $2.41 萬 | 0.00% | +51+6.8% | 加碼 |
| Harbor Investment Advisory, LLC | 760 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 707 | $2.10 萬 | 0.00% | −56−7.3% | 減碼 |