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 3 季 13F 持有人
XP Inc. 在 2022/9/30 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 2 季 +1 家
- 持有股數
- 2.63 億
- 較 2022 年第 2 季 +75.2 萬 (+0.3%)
- 總市值
- $50.0 億
- 較 2022 年第 2 季 +$2.88 億 (+6.1%)
- 新進機構
- 31
- 另有 70 家加碼
- 清倉機構
- 30
- 另有 78 家減碼
另有 1 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 27 | $0 | 0.00% | −6,417−99.6% | 減碼 |
| Ronald Blue Trust, Inc. | 11 | $0 | 0.00% | −2,143−99.5% | 減碼 |
| Sageworth Trust Co of South Dakota | 18 | $0 | 0.00% | −21−53.8% | 減碼 |
| Whittier Trust Co | 12 | $0 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 5 | $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 |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Bell Investment Advisors, Inc | 25 | $0 | 0.00% | +25 | 新進 |
| Federation des caisses Desjardins du Quebec | 6 | $114 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 69 | $1,000 | 0.00% | +69 | 新進 |
| Community Bank, N.A. | 73 | $1,000 | 0.00% | +73 | 新進 |
| Advisors Asset Management, Inc. | 120 | $2,000 | 0.00% | −144−54.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 96 | $2,000 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 167 | $3,000 | 0.00% | −540−76.4% | 減碼 |
| Parallel Advisors, LLC | 153 | $3,000 | 0.00% | +55+56.1% | 加碼 |
| Lindbrook Capital, LLC | 160 | $3,000 | 0.00% | +95+146.2% | 加碼 |
| Bourgeon Capital Management LLC | 171 | $3,000 | 0.00% | +171 | 新進 |
| Wipfli Financial Advisors LLC, | 137 | $3,000 | 0.00% | +137 | 新進 |
| FinTrust Capital Advisors, LLC | 255 | $4,000 | 0.00% | −94−26.9% | 減碼 |
| Wolff Wiese Magana LLC | 234 | $4,000 | 0.00% | −132−36.1% | 減碼 |
| Huntington National Bank | 198 | $4,000 | 0.00% | −16−7.5% | 減碼 |
| Investors Research Corp | 204 | $4,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 217 | $4,000 | 0.00% | +207+2,070.0% | 加碼 |
| American Portfolios Advisors | 215 | $4,087 | 0.00% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 280 | $5,000 | 0.00% | −7,900−96.6% | 減碼 |
| Amundi | 300 | $6,000 | 0.00% | +167+125.6% | 加碼 |
| Pin Oak Investment Advisors Inc | 349 | $7,000 | 0.01% | 00.0% | 不變 |
| Toronto Dominion Bank | 432 | $8,000 | 0.00% | 00.0% | 不變 |
| Standard Family Office LLC | 397 | $8,000 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 606 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 760 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 851 | $1.60 萬 | 0.00% | +851 | 新進 |
| Umb Bank N A | 912 | $1.70 萬 | 0.00% | +708+347.1% | 加碼 |
| First Horizon Advisors, Inc. | 1,081 | $2.10 萬 | 0.00% | +62+6.1% | 加碼 |
| Credit Agricole S A | 1,165 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,304 | $2.50 萬 | 0.00% | +821+170.0% | 加碼 |
| Barclays PLC | 1,476 | $2.80 萬 | 0.00% | −17,994−92.4% | 減碼 |
| Turim 21 Investimentos Ltda. | 1,630 | $3.10 萬 | 0.03% | +230+16.4% | 加碼 |
| Signaturefd, LLC | 1,933 | $3.70 萬 | 0.00% | +808+71.8% | 加碼 |
| Quadrant Capital Group LLC | 2,719 | $5.20 萬 | 0.01% | +1,115+69.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,862 | $5.20 萬 | 0.00% | +2,862 | 新進 |
| TD Private Client Wealth LLC | 5,133 | $9.76 萬 | 0.00% | −795−13.4% | 減碼 |
| Ossiam | 5,240 | $10.0 萬 | 0.00% | +5,240 | 新進 |
| Tower Research Capital LLC (TRC) | 7,128 | $13.5 萬 | 0.00% | −12,108−62.9% | 減碼 |
| IFP Advisors, Inc | 3,847 | $13.7 萬 | 0.00% | +30+0.8% | 加碼 |
| Advisor Group Holdings, Inc. | 8,111 | $15.5 萬 | 0.00% | −1,112−12.1% | 減碼 |
| 1832 Asset Management L.P. | 8,450 | $16.1 萬 | 0.00% | +1,800+27.1% | 加碼 |
| Walleye Trading LLC | 8,909 | $16.9 萬 | 0.01% | −1,593−15.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,899 | $16.9 萬 | 0.00% | +681+8.3% | 加碼 |
| American Century Companies Inc | 10,101 | $19.2 萬 | 0.00% | 00.0% | 不變 |
| FDx Advisors, Inc. | 10,212 | $19.4 萬 | 0.01% | −7,171−41.3% | 減碼 |
| Brinker Capital Investments, LLC | 10,217 | $19.4 萬 | 0.00% | +10,217 | 新進 |
| Captrust Financial Advisors | 10,573 | $20.1 萬 | 0.00% | −1,629−13.4% | 減碼 |
| Banco BTG Pactual S.A. | 10,788 | $20.5 萬 | 0.11% | −27,300−71.7% | 減碼 |
| PDT Partners, LLC | 11,459 | $21.8 萬 | 0.03% | +11,459 | 新進 |
| Marks Group Wealth Management, Inc | 12,110 | $23.0 萬 | 0.04% | +412+3.5% | 加碼 |
| Regions Financial Corp | 12,169 | $23.1 萬 | 0.00% | +1,358+12.6% | 加碼 |
| Baader Bank INC | 13,000 | $24.7 萬 | 0.02% | +13,000 | 新進 |
| Graham Capital Management, L.P. | 13,363 | $25.4 萬 | 0.01% | +13,363 | 新進 |
| Verition Fund Management LLC | 14,458 | $27.5 萬 | 0.00% | −17,944−55.4% | 減碼 |
| Wells Fargo & Company | 15,485 | $29.5 萬 | 0.00% | −16,853−52.1% | 減碼 |
| Legacy Wealth Asset Management, LLC | 16,409 | $31.2 萬 | 0.14% | −13,261−44.7% | 減碼 |
| Fox Run Management, L.L.C. | 17,645 | $33.5 萬 | 0.13% | +17,645 | 新進 |
| Yorktown Management & Research Co Inc | 17,950 | $34.1 萬 | 0.44% | +5,150+40.2% | 加碼 |
| Exchange Traded Concepts, LLC | 18,020 | $34.3 萬 | 0.01% | +710+4.1% | 加碼 |
| Storebrand Asset Management AS | 18,372 | $34.9 萬 | 0.00% | −3,251−15.0% | 減碼 |
| Cutler Group LP | 18,770 | $35.6 萬 | 0.04% | +18,770 | 新進 |
| CIBC World Markets Inc. | 19,245 | $36.6 萬 | 0.00% | −5,220−21.3% | 減碼 |
| Balyasny Asset Management LLC | 19,473 | $37.0 萬 | 0.00% | +19,473 | 新進 |
| Quadrature Capital Ltd | 19,538 | $37.1 萬 | 0.01% | +19,538 | 新進 |
| Quantbot Technologies LP | 24,265 | $46.1 萬 | 0.03% | +24,265 | 新進 |
| First Trust Advisors LP | 25,499 | $48.5 萬 | 0.00% | +25,499 | 新進 |
| Bank of New York Mellon Corp | 27,097 | $51.6 萬 | 0.00% | −71,735−72.6% | 減碼 |
| Keybank National Association | 28,820 | $54.8 萬 | 0.00% | −2,403−7.7% | 減碼 |
| Group One Trading, L.P. | 34,588 | $65.8 萬 | 0.02% | +29,037+523.1% | 加碼 |
| Davenport & Co LLC | 36,307 | $69.0 萬 | 0.01% | −1,716−4.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 36,525 | $69.4 萬 | 0.00% | +36,525 | 新進 |
| Bayesian Capital Management, LP | 38,500 | $73.2 萬 | 0.15% | +26,000+208.0% | 加碼 |
| Mariner, LLC | 39,432 | $75.0 萬 | 0.00% | +7,408+23.1% | 加碼 |
| Utah Retirement Systems | 40,200 | $76.4 萬 | 0.01% | +2,100+5.5% | 加碼 |
| Capital Fund Management S.A. | 41,063 | $78.1 萬 | 0.02% | +41,063 | 新進 |
| Neuberger Berman Group LLC | 43,172 | $82.0 萬 | 0.00% | −3,500−7.5% | 減碼 |
| Congress Wealth Management LLC | 43,322 | $82.4 萬 | 0.02% | +18,931+77.6% | 加碼 |
| Bank of Montreal | 42,932 | $82.5 萬 | 0.00% | −802,293−94.9% | 減碼 |
| Krane Funds Advisors LLC | 44,101 | $83.8 萬 | 0.04% | −3,770−7.9% | 減碼 |
| Truist Financial Corp | 46,902 | $89.2 萬 | 0.00% | −893−1.9% | 減碼 |
| First Republic Investment Management, Inc. | 47,394 | $90.1 萬 | 0.00% | +2,646+5.9% | 加碼 |
| Invesco Ltd. | 47,935 | $91.1 萬 | 0.00% | −2,750−5.4% | 減碼 |
| Tandem Capital Management Corp | 50,908 | $91.9 萬 | 0.78% | −240−0.5% | 減碼 |
| Simplex Trading, LLC | 51,134 | $97.2 萬 | 0.04% | +51,134 | 新進 |
| Deutsche Bank AG | 51,813 | $98.6 萬 | 0.00% | −26,454−33.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 55,356 | $105.2 萬 | 0.00% | +55,356 | 新進 |
| Fifth Third Bancorp | 56,568 | $107.5 萬 | 0.01% | −2,759−4.7% | 減碼 |
| Channing Global Advisors, LLC | 64,038 | $121.7 萬 | 1.55% | −9,211−12.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 71,342 | $135.6 萬 | 0.00% | −764,553−91.5% | 減碼 |
| Jane Street Group, LLC | 76,221 | $144.9 萬 | 0.00% | −122,097−61.6% | 減碼 |
| Credit Suisse AG | 76,868 | $146.1 萬 | 0.00% | −70,814−48.0% | 減碼 |
| National Bank of Canada | 72,150 | $149.5 萬 | 0.01% | 00.0% | 不變 |