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 4 季 13F 持有人
XP Inc. 在 2022/12/31 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
- 199
- 較 2022 年第 3 季 +3 家
- 持有股數
- 2.86 億
- 較 2022 年第 3 季 +2,485 萬 (+9.5%)
- 總市值
- $43.9 億
- 較 2022 年第 3 季 −$5.78 億 (−11.6%)
- 新進機構
- 42
- 另有 60 家加碼
- 清倉機構
- 39
- 另有 71 家減碼
另有 4 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CWM, LLC | 10 | $0 | 0.00% | −207−95.4% | 減碼 |
| Clear Street Markets LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 21 | $0 | 0.00% | −6−22.2% | 減碼 |
| Sageworth Trust Co of South Dakota | 18 | $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 |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | +3 | 新進 |
| Citadel Advisors LLC | 2 | $31 | 0.00% | −143,077−100.0% | 減碼 |
| Leonteq Securities AG | 2 | $31 | 0.00% | +2 | 新進 |
| Hollencrest Capital Management | 3 | $46 | 0.00% | +3 | 新進 |
| Sofos Investments, Inc. | 15 | $79 | 0.00% | −365−96.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 6 | $92 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 7 | $107 | 0.00% | +7 | 新進 |
| Northwestern Mutual Wealth Management Co | 11 | $168 | 0.00% | +11 | 新進 |
| Whittier Trust Co | 12 | $184 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 13 | $199 | 0.00% | +13 | 新進 |
| Parallel Advisors, LLC | 16 | $245 | 0.00% | −137−89.5% | 減碼 |
| HHM Wealth Advisors, LLC | 20 | $307 | 0.00% | +20 | 新進 |
| Bell Investment Advisors, Inc | 29 | $445 | 0.00% | +4+16.0% | 加碼 |
| Brown Brothers Harriman & Co | 60 | $920 | 0.00% | −1,244−95.4% | 減碼 |
| Montag A & Associates Inc | 65 | $997 | 0.00% | +65 | 新進 |
| DekaBank Deutsche Girozentrale | 96 | $1,000 | 0.00% | 00.0% | 不變 |
| TD Capital Management LLC | 69 | $1,058 | 0.00% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 70 | $1,074 | 0.00% | −97−58.1% | 減碼 |
| Belpointe Asset Management LLC | 108 | $1,657 | 0.00% | +108 | 新進 |
| Dark Forest Capital Management LP | 116 | $1,779 | 0.00% | +116 | 新進 |
| Ronald Blue Trust, Inc. | 85 | $2,000 | 0.00% | +74+672.7% | 加碼 |
| Lindbrook Capital, LLC | 161 | $2,470 | 0.00% | +1+0.6% | 加碼 |
| Investors Research Corp | 204 | $3,129 | 0.00% | 00.0% | 不變 |
| Natixis | 204 | $3,129 | 0.00% | +204 | 新進 |
| Huntington National Bank | 247 | $3,789 | 0.00% | +49+24.7% | 加碼 |
| Advisory Services Network, LLC | 248 | $3,804 | 0.00% | +248 | 新進 |
| Compagnie Lombard Odier SCmA | 280 | $4,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 320 | $4,909 | 0.00% | +65+25.5% | 加碼 |
| Pin Oak Investment Advisors Inc | 349 | $5,000 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 404 | $6,197 | 0.00% | +404 | 新進 |
| Toronto Dominion Bank | 432 | $7,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 619 | $9,495 | 0.00% | −462−42.7% | 減碼 |
| Umb Bank N A | 749 | $1.10 萬 | 0.00% | −163−17.9% | 減碼 |
| Park Place Capital Corp | 710 | $1.10 萬 | 0.00% | +710 | 新進 |
| Harbor Investment Advisory, LLC | 823 | $1.26 萬 | 0.00% | +63+8.3% | 加碼 |
| Tradition Wealth Management, LLC | 851 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Credit Agricole S A | 1,111 | $1.70 萬 | 0.00% | −54−4.6% | 減碼 |
| Signaturefd, LLC | 1,304 | $2.00 萬 | 0.00% | −629−32.5% | 減碼 |
| IFP Advisors, Inc | 513 | $2.20 萬 | 0.00% | −3,334−86.7% | 減碼 |
| Barclays PLC | 1,476 | $2.26 萬 | 0.00% | 00.0% | 不變 |
| Turim 21 Investimentos Ltda. | 1,630 | $2.50 萬 | 0.01% | 00.0% | 不變 |
| Quarry LP | 2,073 | $3.18 萬 | 0.03% | +2,073 | 新進 |
| One Wealth Advisors, LLC | 2,095 | $3.21 萬 | 0.01% | +2,095 | 新進 |
| Grove Bank & Trust | 2,197 | $3.40 萬 | 0.01% | +2,197 | 新進 |
| Comerica Securities,inc. | 2,449 | $3.76 萬 | 0.00% | +2,449 | 新進 |
| Quadrant Capital Group LLC | 2,849 | $4.37 萬 | 0.00% | +130+4.8% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,862 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 3,508 | $5.38 萬 | 0.00% | −1,625−31.7% | 減碼 |
| Amundi | 4,583 | $7.35 萬 | 0.00% | +4,283+1,427.7% | 加碼 |
| Sandia Investment Management LP | 5,000 | $7.67 萬 | 0.01% | +5,000 | 新進 |
| Grandeur Peak Global Advisors, LLC | 5,205 | $7.98 萬 | 0.00% | +5,205 | 新進 |
| Ossiam | 5,240 | $8.04 萬 | 0.00% | 00.0% | 不變 |
| SPX Equities Gestao de Recursos Ltda | 5,973 | $9.16 萬 | 0.01% | +5,973 | 新進 |
| 1832 Asset Management L.P. | 7,350 | $11.3 萬 | 0.00% | −1,100−13.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 7,515 | $11.5 萬 | 0.00% | −1,384−15.6% | 減碼 |
| Advisor Group Holdings, Inc. | 7,642 | $11.7 萬 | 0.00% | −469−5.8% | 減碼 |
| American Century Companies Inc | 10,101 | $15.5 萬 | 0.00% | 00.0% | 不變 |
| Regions Financial Corp | 10,147 | $15.5 萬 | 0.00% | −2,022−16.6% | 減碼 |
| Captrust Financial Advisors | 10,743 | $16.5 萬 | 0.00% | +170+1.6% | 加碼 |
| Deltec Asset Management LLC | 11,000 | $16.9 萬 | 0.05% | +11,000 | 新進 |
| FDx Advisors, Inc. | 11,042 | $16.9 萬 | 0.01% | +830+8.1% | 加碼 |
| Marks Group Wealth Management, Inc | 11,251 | $17.3 萬 | 0.02% | −859−7.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 12,199 | $18.7 萬 | 0.00% | −210,144−94.5% | 減碼 |
| Veriti Management LLC | 12,329 | $18.9 萬 | 0.03% | +12,329 | 新進 |
| CIBC World Markets Inc. | 12,521 | $19.2 萬 | 0.00% | −6,724−34.9% | 減碼 |
| Baader Bank INC | 13,000 | $19.9 萬 | 0.02% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 13,063 | $20.0 萬 | 0.01% | +13,063 | 新進 |
| Wells Fargo & Company | 13,359 | $20.5 萬 | 0.00% | −2,126−13.7% | 減碼 |
| Trexquant Investment LP | 15,102 | $23.2 萬 | 0.01% | +15,102 | 新進 |
| Storebrand Asset Management AS | 15,415 | $23.6 萬 | 0.00% | −2,957−16.1% | 減碼 |
| Qsemble Capital Management, LP | 16,000 | $24.5 萬 | 0.17% | +16,000 | 新進 |
| VPR Management LLC | 17,948 | $27.5 萬 | 0.06% | +17,948 | 新進 |
| Simplex Trading, LLC | 18,379 | $28.1 萬 | 0.01% | −32,755−64.1% | 減碼 |
| Exchange Traded Concepts, LLC | 24,133 | $37.0 萬 | 0.01% | +6,113+33.9% | 加碼 |
| Legacy Wealth Asset Management, LLC | 27,271 | $41.8 萬 | 0.16% | +10,862+66.2% | 加碼 |
| Group One Trading, L.P. | 27,610 | $42.4 萬 | 0.01% | −6,978−20.2% | 減碼 |
| Keybank National Association | 28,970 | $44.4 萬 | 0.00% | +150+0.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 32,116 | $49.3 萬 | 0.02% | +24,988+350.6% | 加碼 |
| Thornburg Investment Management Inc | 33,786 | $51.1 萬 | 0.01% | −960,876−96.6% | 減碼 |
| Tandem Capital Management Corp | 34,488 | $52.9 萬 | 0.42% | −16,420−32.3% | 減碼 |
| Davenport & Co LLC | 34,581 | $53.0 萬 | 0.00% | −1,726−4.8% | 減碼 |
| Bank of Montreal | 35,363 | $54.3 萬 | 0.00% | −7,569−17.6% | 減碼 |
| Two Sigma Advisers, LP | 38,673 | $59.3 萬 | 0.00% | +38,673 | 新進 |
| Truist Financial Corp | 38,991 | $59.8 萬 | 0.00% | −7,911−16.9% | 減碼 |
| Bank of America Corp | 39,401 | $60.4 萬 | 0.00% | −126,684−76.3% | 減碼 |
| Neuberger Berman Group LLC | 39,456 | $60.5 萬 | 0.00% | −3,716−8.6% | 減碼 |
| Utah Retirement Systems | 40,200 | $61.7 萬 | 0.01% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 42,427 | $65.1 萬 | 0.00% | −4,967−10.5% | 減碼 |
| Channing Global Advisors, LLC | 43,704 | $67.0 萬 | 0.77% | −20,334−31.8% | 減碼 |
| Mariner, LLC | 44,025 | $67.5 萬 | 0.00% | +4,593+11.6% | 加碼 |
| MYDA Advisors LLC | 48,000 | $73.6 萬 | 0.53% | +48,000 | 新進 |
| Fifth Third Bancorp | 49,914 | $76.6 萬 | 0.00% | −6,654−11.8% | 減碼 |
| Krane Funds Advisors LLC | 52,875 | $81.1 萬 | 0.03% | +8,774+19.9% | 加碼 |
| Vetamer Capital Management, L.P. | 53,797 | $82.5 萬 | 1.14% | +53,797 | 新進 |