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。
2023 年第 1 季 13F 持有人
XP Inc. 在 2023/3/31 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
- 192
- 較 2022 年第 4 季 −6 家
- 持有股數
- 2.91 億
- 較 2022 年第 4 季 +497.7 萬 (+1.7%)
- 總市值
- $34.5 億
- 較 2022 年第 4 季 −$9.45 億 (−21.5%)
- 新進機構
- 34
- 另有 74 家加碼
- 清倉機構
- 40
- 另有 52 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dodge & Cox | 35,799,725 | $4.25 億 | 0.29% | +6,030,094+20.3% | 加碼 |
| Capital World Investors | 28,437,381 | $3.38 億 | 0.07% | −5,057,703−15.1% | 減碼 |
| General Atlantic LLC | 25,317,733 | $3.01 億 | 3.49% | 00.0% | 不變 |
| Mawer Investment Management Ltd. | 18,918,423 | $2.25 億 | 1.23% | +785,591+4.3% | 加碼 |
| FMR LLC | 18,459,667 | $2.19 億 | 0.02% | +1,089,378+6.3% | 加碼 |
| Harding Loevner LP | 14,564,666 | $1.73 億 | 0.98% | +189,571+1.3% | 加碼 |
| Squadra Investments - Gestao de Recursos Ltda. | 13,985,268 | $1.66 億 | 46.78% | +1,417,378+11.3% | 加碼 |
| JPMorgan Chase & Co | 11,721,813 | $1.39 億 | 0.02% | −991,926−7.8% | 減碼 |
| Sands Capital Management, LLC | 11,199,858 | $1.33 億 | 0.44% | +2,505,747+28.8% | 加碼 |
| Price T Rowe Associates Inc | 10,451,090 | $1.24 億 | 0.02% | −4,215,006−28.7% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 7,295,436 | $8,660 萬 | 0.79% | +7,295,436 | 新進 |
| TT International Asset Management LTD | 4,955,147 | $5,882 萬 | 6.44% | +1,964,386+65.7% | 加碼 |
| Canada Pension Plan Investment Board | 4,864,405 | $5,774 萬 | 0.09% | 00.0% | 不變 |
| Sharp Capital Gestora de Recursos Ltda. | 4,855,213 | $5,763 萬 | 46.77% | +551,929+12.8% | 加碼 |
| Bank of New York Mellon Corp | 4,806,794 | $5,706 萬 | 0.01% | +3,412,900+244.8% | 加碼 |
| Schroder Investment Management Group | 4,139,969 | $4,914 萬 | 0.07% | −12,030−0.3% | 減碼 |
| Ninety One UK Ltd | 3,670,222 | $4,357 萬 | 0.14% | +3,670,222 | 新進 |
| Durable Capital Partners LP | 3,593,738 | $4,266 萬 | 0.40% | +586,703+19.5% | 加碼 |
| Truxt Investmentos Ltda. | 4,510,157 | $4,142 萬 | 15.10% | −2,603,574−36.6% | 減碼 |
| Seafarer Capital Partners, LLC | 3,405,000 | $4,042 萬 | 15.14% | +1,863,000+120.8% | 加碼 |
| Orbis Allan Gray Ltd | 3,249,274 | $3,857 萬 | 0.30% | +443,843+15.8% | 加碼 |
| Alkeon Capital Management LLC | 2,991,539 | $3,551 萬 | 0.23% | −522,397−14.9% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 2,949,531 | $3,501 萬 | 0.90% | +416,865+16.5% | 加碼 |
| Morgan Stanley | 2,942,314 | $3,493 萬 | 0.00% | −484,682−14.1% | 減碼 |
| Advent International Corp | 2,662,138 | $3,160 萬 | 0.38% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 2,262,007 | $2,685 萬 | 0.02% | +720,561+46.7% | 加碼 |
| BlackRock Inc. | 2,217,025 | $2,632 萬 | 0.00% | +541,270+32.3% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 1,878,743 | $2,230 萬 | 10.01% | +242,875+14.8% | 加碼 |
| Wellington Management Group LLP | 1,839,869 | $2,184 萬 | 0.00% | −16,837−0.9% | 減碼 |
| Nordea Investment Management AB | 1,795,160 | $2,161 萬 | 0.03% | +205,616+12.9% | 加碼 |
| Bamco Inc | 1,763,417 | $2,093 萬 | 0.06% | +589,823+50.3% | 加碼 |
| Coronation Fund Managers Ltd. | 1,627,226 | $1,932 萬 | 0.51% | −3,088−0.2% | 減碼 |
| Voloridge Investment Management, LLC | 1,261,908 | $1,498 萬 | 0.07% | +1,178,988+1,421.8% | 加碼 |
| National Bank of Canada | 1,151,581 | $1,285 萬 | 0.03% | +505,715+78.3% | 加碼 |
| Banco BTG Pactual S.A. | 919,818 | $1,283 萬 | 5.93% | +357,465+63.6% | 加碼 |
| Bessemer Group Inc | 1,078,708 | $1,280 萬 | 0.03% | +238,966+28.5% | 加碼 |
| Goldman Sachs Group Inc | 1,026,243 | $1,218 萬 | 0.00% | +566,593+123.3% | 加碼 |
| Bank of America Corp | 1,002,731 | $1,190 萬 | 0.00% | +963,330+2,444.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 866,104 | $1,028 萬 | 0.02% | +866,104 | 新進 |
| SEI Investments Co | 822,216 | $976.0 萬 | 0.02% | −693,458−45.8% | 減碼 |
| Norges Bank | 804,332 | $954.7 萬 | 0.00% | 00.0% | 不變 |
| Dragoneer Investment Group, LLC | 788,664 | $936.1 萬 | 0.22% | −3,868,632−83.1% | 減碼 |
| Provida Pension Fund Administrator | 751,964 | $905.4 萬 | 0.36% | +751,964 | 新進 |
| Franklin Resources Inc | 735,707 | $873.3 萬 | 0.00% | −3,772−0.5% | 減碼 |
| FIL Ltd | 723,776 | $859.1 萬 | 0.01% | −27,603−3.7% | 減碼 |
| Armor Advisors, L.L.C. | 715,000 | $848.7 萬 | 7.27% | +715,000 | 新進 |
| Jane Street Group, LLC | 712,257 | $845.4 萬 | 0.01% | +579,870+438.0% | 加碼 |
| Bloom Tree Partners, LLC | 708,223 | $840.7 萬 | 4.09% | +33,996+5.0% | 加碼 |
| Janney Montgomery Scott LLC | 691,952 | $821.3 萬 | 0.03% | +691,952 | 新進 |
| Citigroup Inc | 633,082 | $751.5 萬 | 0.01% | +5,919+0.9% | 加碼 |
| Earnest Partners LLC | 620,052 | $736.0 萬 | 0.04% | +164,960+36.2% | 加碼 |
| INCA Investments LLC | 581,116 | $689.8 萬 | 2.56% | +250,576+75.8% | 加碼 |
| APG Asset Management N.V. | 610,000 | $666.5 萬 | 0.01% | −790,000−56.4% | 減碼 |
| Jump Financial, LLC | 539,699 | $640.6 萬 | 0.26% | +539,699 | 新進 |
| California Public Employees Retirement System | 530,930 | $630.2 萬 | 0.01% | −48,916−8.4% | 減碼 |
| Millennium Management LLC | 485,771 | $576.6 萬 | 0.01% | −841,503−63.4% | 減碼 |
| Susquehanna International Group, LLP | 485,414 | $576.2 萬 | 0.01% | +344,885+245.4% | 加碼 |
| UBS Asset Management Americas Inc | 475,114 | $564.0 萬 | 0.00% | +375,316+376.1% | 加碼 |
| State Street Corp | 466,128 | $553.3 萬 | 0.00% | +64,676+16.1% | 加碼 |
| Fisher Asset Management, LLC | 418,552 | $496.8 萬 | 0.00% | −236−0.1% | 減碼 |
| Baillie Gifford & Co | 407,875 | $484.1 萬 | 0.00% | 00.0% | 不變 |
| Geode Capital Management, LLC | 397,408 | $471.7 萬 | 0.00% | +957+0.2% | 加碼 |
| Two Sigma Investments, LP | 393,920 | $467.6 萬 | 0.01% | +164,581+71.8% | 加碼 |
| Jarislowsky, Fraser Ltd | 338,888 | $402.3 萬 | 0.02% | −300.0% | 減碼 |
| Legal & General Group Plc | 335,469 | $398.2 萬 | 0.00% | +12,412+3.8% | 加碼 |
| Invesco Ltd. | 288,584 | $342.5 萬 | 0.00% | +148,946+106.7% | 加碼 |
| Vanguard Group Inc | 278,424 | $330.5 萬 | 0.00% | +1,251+0.5% | 加碼 |
| Investment House LLC | 266,326 | $315.9 萬 | 0.26% | +266,326 | 新進 |
| Northern Trust Corp | 255,913 | $303.8 萬 | 0.00% | +25,953+11.3% | 加碼 |
| Kapitalo Investimentos Ltda | 245,664 | $291.6 萬 | 0.96% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 241,379 | $286.5 萬 | 0.00% | +18,352+8.2% | 加碼 |
| Sustainable Growth Advisers, LP | 240,515 | $285.5 萬 | 0.02% | −5,813,737−96.0% | 減碼 |
| Handelsbanken Fonder AB | 230,183 | $273.2 萬 | 0.02% | −23,200−9.2% | 減碼 |
| GW&K Investment Management, LLC | 208,828 | $247.9 萬 | 0.02% | −4,080−1.9% | 減碼 |
| Penserra Capital Management LLC | 203,726 | $241.8 萬 | 0.05% | −224−0.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 201,300 | $238.9 萬 | 0.01% | +23,995+13.5% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 189,061 | $224.4 萬 | 0.15% | +183,088+3,065.3% | 加碼 |
| Squarepoint Ops LLC | 178,169 | $211.5 萬 | 0.01% | +118,975+201.0% | 加碼 |
| Renaissance Technologies LLC | 156,697 | $186.0 萬 | 0.00% | +156,697 | 新進 |
| UBS Group AG | 150,559 | $178.7 萬 | 0.00% | −7,508−4.7% | 減碼 |
| Royal Bank of Canada | 144,072 | $170.9 萬 | 0.00% | +8,557+6.3% | 加碼 |
| Citadel Advisors LLC | 142,301 | $168.9 萬 | 0.00% | +142,299+7,114,950.0% | 加碼 |
| Simplex Trading, LLC | 134,893 | $160.1 萬 | 0.07% | +116,514+634.0% | 加碼 |
| Charles Schwab Investment Management Inc | 129,783 | $154.1 萬 | 0.00% | +129,783 | 新進 |
| Cubist Systematic Strategies, LLC | 96,436 | $114.5 萬 | 0.01% | +84,237+690.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 94,487 | $112.2 萬 | 0.02% | +2,315+2.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 80,770 | $95.9 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 80,121 | $95.1 萬 | 0.00% | +174+0.2% | 加碼 |
| Deutsche Bank AG | 68,654 | $81.5 萬 | 0.00% | +3,160+4.8% | 加碼 |
| Krane Funds Advisors LLC | 60,541 | $74.5 萬 | 0.03% | +7,666+14.5% | 加碼 |
| Vetamer Capital Management, L.P. | 58,771 | $69.8 萬 | 0.96% | +4,974+9.2% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 56,194 | $66.7 萬 | 0.04% | +50,989+979.6% | 加碼 |
| Marshall Financial Group LLC | 54,472 | $64.7 萬 | 0.23% | +54,472 | 新進 |
| Fifth Third Bancorp | 48,690 | $57.8 萬 | 0.00% | −1,224−2.5% | 減碼 |
| Credit Suisse AG | 48,329 | $57.4 萬 | 0.00% | −46,830−49.2% | 減碼 |
| Two Sigma Advisers, LP | 44,933 | $53.3 萬 | 0.00% | +6,260+16.2% | 加碼 |
| First Republic Investment Management, Inc. | 44,379 | $52.7 萬 | 0.00% | +1,952+4.6% | 加碼 |
| Ameriprise Financial Inc | 44,286 | $52.6 萬 | 0.00% | −884,066−95.2% | 減碼 |
| Bank of Montreal | 42,544 | $52.2 萬 | 0.00% | +7,181+20.3% | 加碼 |
| Amitell Capital Pte Ltd | 43,712 | $51.9 萬 | 0.54% | +43,712 | 新進 |