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 2 季 13F 持有人
XP Inc. 在 2022/6/30 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
- 200
- 較 2022 年第 1 季 −35 家
- 持有股數
- 2.62 億
- 較 2022 年第 1 季 −1,375 萬 (−5.0%)
- 總市值
- $47.1 億
- 較 2022 年第 1 季 −$34.4 億 (−42.2%)
- 新進機構
- 23
- 另有 95 家加碼
- 清倉機構
- 58
- 另有 53 家減碼
另有 2 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 19 | $0 | 0.00% | −19−50.0% | 減碼 |
| Fieldpoint Private Securities, LLC | 3 | $0 | 0.00% | −23−88.5% | 減碼 |
| Whittier Trust Co | 12 | $0 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 1 | $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 |
| J.Safra Asset Management Corp | 5 | $0 | 0.00% | +5 | 新進 |
| CWM, LLC | 10 | $0 | 0.00% | +10 | 新進 |
| Atticus Wealth Management, LLC | 5 | $0 | 0.00% | +5 | 新進 |
| Federation des caisses Desjardins du Quebec | 6 | $108 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 65 | $1,000 | 0.00% | +10+18.2% | 加碼 |
| Prospera Financial Services Inc | 77 | $1,000 | 0.00% | +45+140.6% | 加碼 |
| Sageworth Trust Co of South Dakota | 39 | $1,000 | 0.00% | +18+85.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 64 | $1,000 | 0.00% | +64 | 新進 |
| Plante Moran Financial Advisors, LLC | 75 | $1,000 | 0.00% | +75 | 新進 |
| Sargent Bickham Lagudis LLC | 65 | $1,000 | 0.00% | +65 | 新進 |
| Amundi | 133 | $2,000 | 0.00% | −1,520−92.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 96 | $2,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 98 | $2,000 | 0.00% | +66+206.3% | 加碼 |
| Umb Bank N A | 204 | $3,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 215 | $3,861 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 204 | $4,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 214 | $4,000 | 0.00% | +33+18.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 261 | $5,000 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 264 | $5,000 | 0.00% | +264 | 新進 |
| Pin Oak Investment Advisors Inc | 349 | $6,000 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 411 | $7,000 | 0.00% | +8+2.0% | 加碼 |
| Wolff Wiese Magana LLC | 366 | $7,000 | 0.01% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 349 | $7,000 | 0.00% | +130+59.4% | 加碼 |
| Standard Family Office LLC | 397 | $7,000 | 0.07% | +397 | 新進 |
| Toronto Dominion Bank | 432 | $8,000 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 483 | $9,000 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 606 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 707 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 760 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,019 | $1.80 萬 | 0.00% | +523+105.4% | 加碼 |
| Signaturefd, LLC | 1,125 | $2.00 萬 | 0.00% | +613+119.7% | 加碼 |
| Credit Agricole S A | 1,165 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Turim 21 Investimentos Ltda. | 1,400 | $2.50 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,604 | $2.90 萬 | 0.00% | +46+3.0% | 加碼 |
| Ronald Blue Trust, Inc. | 2,154 | $6.50 萬 | 0.00% | +2,154 | 新進 |
| Group One Trading, L.P. | 5,551 | $10.0 萬 | 0.00% | +5,551 | 新進 |
| TD Private Client Wealth LLC | 5,928 | $10.6 萬 | 0.01% | +598+11.2% | 加碼 |
| Rockefeller Capital Management L.P. | 6,444 | $11.5 萬 | 0.00% | +3,117+93.7% | 加碼 |
| 1832 Asset Management L.P. | 6,650 | $11.9 萬 | 0.00% | −781−10.5% | 減碼 |
| IFP Advisors, Inc | 3,817 | $13.6 萬 | 0.00% | −2,294−37.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,218 | $14.7 萬 | 0.00% | +1,608+24.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 8,180 | $14.7 萬 | 0.00% | +7,900+2,821.4% | 加碼 |
| Advisor Group Holdings, Inc. | 9,223 | $16.6 萬 | 0.00% | +460+5.2% | 加碼 |
| American Century Companies Inc | 10,101 | $18.1 萬 | 0.00% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 10,093 | $18.1 萬 | 0.01% | +10,093 | 新進 |
| Park Avenue Securities LLC | 10,380 | $18.6 萬 | 0.00% | +2,867+38.2% | 加碼 |
| Walleye Trading LLC | 10,502 | $18.9 萬 | 0.00% | +10,502 | 新進 |
| Regions Financial Corp | 10,811 | $19.4 萬 | 0.00% | −2,056−16.0% | 減碼 |
| Marks Group Wealth Management, Inc | 11,698 | $21.0 萬 | 0.03% | +1,421+13.8% | 加碼 |
| HAP Trading, LLC | 12,122 | $21.8 萬 | 0.03% | +12,122 | 新進 |
| Captrust Financial Advisors | 12,202 | $21.9 萬 | 0.00% | +5,110+72.1% | 加碼 |
| Bayesian Capital Management, LP | 12,500 | $22.4 萬 | 0.04% | +12,500 | 新進 |
| Yorktown Management & Research Co Inc | 12,800 | $23.0 萬 | 0.30% | +12,800 | 新進 |
| Twinbeech Capital LP | 12,824 | $23.0 萬 | 0.01% | +12,824 | 新進 |
| Millennium Management LLC | 16,726 | $30.0 萬 | 0.00% | −597,140−97.3% | 減碼 |
| Exchange Traded Concepts, LLC | 17,310 | $31.1 萬 | 0.01% | −3,917−18.5% | 減碼 |
| FDx Advisors, Inc. | 17,383 | $31.2 萬 | 0.01% | −474−2.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,524 | $34.0 萬 | 0.01% | +18,524 | 新進 |
| Tower Research Capital LLC (TRC) | 19,236 | $34.5 萬 | 0.01% | −4,192−17.9% | 減碼 |
| Barclays PLC | 19,470 | $35.0 萬 | 0.00% | −43,031−68.8% | 減碼 |
| Storebrand Asset Management AS | 21,623 | $38.8 萬 | 0.00% | 00.0% | 不變 |
| Congress Wealth Management LLC | 24,391 | $43.8 萬 | 0.01% | −73−0.3% | 減碼 |
| CIBC World Markets Inc. | 24,465 | $43.9 萬 | 0.00% | +1,731+7.6% | 加碼 |
| Qube Research & Technologies Ltd | 27,213 | $48.9 萬 | 0.00% | +27,213 | 新進 |
| Legacy Wealth Asset Management, LLC | 29,670 | $53.3 萬 | 0.22% | +5,435+22.4% | 加碼 |
| MYDA Advisors LLC | 30,000 | $53.9 萬 | 0.22% | +30,000 | 新進 |
| Keybank National Association | 31,223 | $56.1 萬 | 0.00% | −2,579−7.6% | 減碼 |
| Mariner, LLC | 32,024 | $57.5 萬 | 0.00% | +3,673+13.0% | 加碼 |
| Wells Fargo & Company | 32,338 | $58.0 萬 | 0.00% | −3,745−10.4% | 減碼 |
| Verition Fund Management LLC | 32,402 | $58.2 萬 | 0.01% | +21,459+196.1% | 加碼 |
| Allianz Asset Management GmbH | 34,832 | $62.6 萬 | 0.00% | −18,344−34.5% | 減碼 |
| Citigroup Inc | 37,496 | $67.3 萬 | 0.00% | −68,294−64.6% | 減碼 |
| Davenport & Co LLC | 38,023 | $68.3 萬 | 0.01% | −20.0% | 減碼 |
| Utah Retirement Systems | 38,100 | $68.4 萬 | 0.01% | −1,600−4.0% | 減碼 |
| Banco BTG Pactual S.A. | 38,088 | $68.4 萬 | 0.44% | +23,958+169.6% | 加碼 |
| BTG Pactual Global Asset Management Ltd | 38,293 | $68.8 萬 | 0.63% | +15,871+70.8% | 加碼 |
| First Republic Investment Management, Inc. | 44,748 | $80.4 萬 | 0.00% | +1,007+2.3% | 加碼 |
| Neuberger Berman Group LLC | 46,672 | $83.8 萬 | 0.00% | −54,022−53.6% | 減碼 |
| Truist Financial Corp | 47,795 | $85.8 萬 | 0.00% | +838+1.8% | 加碼 |
| Krane Funds Advisors LLC | 47,871 | $86.0 萬 | 0.03% | +4,393+10.1% | 加碼 |
| Invesco Ltd. | 50,685 | $91.1 萬 | 0.00% | +9,574+23.3% | 加碼 |
| Tandem Capital Management Corp | 51,148 | $91.9 萬 | 0.74% | 00.0% | 不變 |
| Bank of America Corp | 54,795 | $98.4 萬 | 0.00% | −121,557−68.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 54,934 | $98.7 萬 | 0.01% | −12,804−18.9% | 減碼 |
| Fifth Third Bancorp | 59,327 | $106.6 萬 | 0.01% | +144+0.2% | 加碼 |
| Brookfield Asset Management Inc. | 62,500 | $112.3 萬 | 0.00% | −123,881−66.5% | 減碼 |
| National Bank of Canada | 72,150 | $129.0 萬 | 0.01% | +10,461+17.0% | 加碼 |
| Channing Global Advisors, LLC | 73,249 | $131.6 萬 | 1.41% | −29,769−28.9% | 減碼 |
| Deutsche Bank AG | 78,267 | $140.6 萬 | 0.00% | −126,864−61.8% | 減碼 |
| Susquehanna International Group, LLP | 82,950 | $149.0 萬 | 0.00% | +30,704+58.8% | 加碼 |
| US Bancorp | 87,865 | $157.8 萬 | 0.00% | −8,051−8.4% | 減碼 |
| UBS Asset Management Americas Inc | 88,531 | $159.0 萬 | 0.00% | +11,324+14.7% | 加碼 |
| ExodusPoint Capital Management, LP | 88,681 | $159.3 萬 | 0.02% | +63,870+257.4% | 加碼 |