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 |
|---|---|---|---|---|---|
| CWM, LLC | 10 | $0 | 0.00% | 00.0% | 不變 |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | 不變 |
| Financial Connections Group, Inc. | 9 | $0 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 2 | $24 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 3 | $36 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 5 | $59 | 0.00% | −744−99.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 6 | $71 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 12 | $142 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 13 | $154 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 12 | $191 | 0.01% | −3−20.0% | 減碼 |
| Farther Finance Advisors, LLC | 19 | $226 | 0.00% | +19 | 新進 |
| Natixis | 20 | $238 | 0.00% | −184−90.2% | 減碼 |
| HHM Wealth Advisors, LLC | 20 | $238 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 60 | $712 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 73 | $1,000 | 0.00% | −12−14.1% | 減碼 |
| Acadian Asset Management LLC | 99 | $1,000 | 0.00% | +99 | 新進 |
| Allworth Financial LP | 90 | $1,069 | 0.00% | +90 | 新進 |
| EverSource Wealth Advisors, LLC | 92 | $1,092 | 0.00% | +92 | 新進 |
| Belpointe Asset Management LLC | 112 | $1,329 | 0.00% | +4+3.7% | 加碼 |
| International Assets Investment Management, LLC | 114 | $1,353 | 0.00% | +114 | 新進 |
| Northwestern Mutual Wealth Management Co | 130 | $1,543 | 0.00% | +119+1,081.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 138 | $1,638 | 0.00% | +138 | 新進 |
| TD Waterhouse Canada Inc. | 160 | $1,786 | 0.00% | +160 | 新進 |
| Washington Trust Advisors, Inc. | 168 | $1,995 | 0.00% | +98+140.0% | 加碼 |
| Investors Research Corp | 204 | $2,421 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 234 | $2,778 | 0.00% | −13−5.3% | 減碼 |
| Jones Financial Companies LLLP | 265 | $3,146 | 0.00% | +265 | 新進 |
| Compagnie Lombard Odier SCmA | 280 | $3,324 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 100 | $3,446 | 0.00% | −413−80.5% | 減碼 |
| Pin Oak Investment Advisors Inc | 349 | $4,000 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 365 | $4,332 | 0.00% | +117+47.2% | 加碼 |
| Proequities, Inc. | 404 | $4,795 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 320 | $4,909 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 432 | $5,000 | 0.00% | 00.0% | 不變 |
| Amundi | 470 | $5,170 | 0.00% | −4,113−89.7% | 減碼 |
| Quarry LP | 581 | $6,896 | 0.00% | −1,492−72.0% | 減碼 |
| First Horizon Advisors, Inc. | 603 | $7,157 | 0.00% | −16−2.6% | 減碼 |
| Parallel Advisors, LLC | 633 | $7,514 | 0.00% | +617+3,856.3% | 加碼 |
| Thomas White International Ltd | 634 | $7,526 | 0.00% | −198,863−99.7% | 減碼 |
| Park Place Capital Corp | 710 | $8,428 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 722 | $8,570 | 0.00% | +561+348.4% | 加碼 |
| Harbor Investment Advisory, LLC | 823 | $9,769 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 851 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 962 | $1.10 萬 | 0.00% | −31,154−97.0% | 減碼 |
| Credit Agricole S A | 1,111 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 1,476 | $1.75 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 1,500 | $1.78 萬 | 0.00% | +1,500 | 新進 |
| Turim 21 Investimentos Ltda. | 1,630 | $1.93 萬 | 0.02% | 00.0% | 不變 |
| Grove Bank & Trust | 2,290 | $2.72 萬 | 0.01% | +93+4.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,362 | $2.80 萬 | 0.00% | −500−17.5% | 減碼 |
| Signaturefd, LLC | 2,694 | $3.20 萬 | 0.00% | +1,390+106.6% | 加碼 |
| TD Private Client Wealth LLC | 3,253 | $3.86 萬 | 0.00% | −255−7.3% | 減碼 |
| Quadrant Capital Group LLC | 5,092 | $6.04 萬 | 0.01% | +2,243+78.7% | 加碼 |
| Quantbot Technologies LP | 5,148 | $6.11 萬 | 0.00% | +5,148 | 新進 |
| Ossiam | 6,155 | $7.31 萬 | 0.00% | +915+17.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,441 | $7.65 萬 | 0.00% | −1,074−14.3% | 減碼 |
| 1832 Asset Management L.P. | 6,450 | $7.66 萬 | 0.00% | −900−12.2% | 減碼 |
| Cutler Group LP | 9,597 | $11.3 萬 | 0.02% | +9,597 | 新進 |
| American Century Companies Inc | 10,101 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 10,535 | $12.5 萬 | 0.01% | +10,535 | 新進 |
| Marks Group Wealth Management, Inc | 11,220 | $13.3 萬 | 0.02% | −31−0.3% | 減碼 |
| CIBC World Markets Inc. | 11,308 | $13.4 萬 | 0.00% | −1,213−9.7% | 減碼 |
| MML Investors Services, LLC | 12,191 | $14.5 萬 | 0.00% | +12,191 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 12,523 | $14.9 萬 | 0.00% | +12,523 | 新進 |
| Financial Advocates Investment Management | 13,196 | $15.7 萬 | 0.01% | +13,196 | 新進 |
| FDx Advisors, Inc. | 11,042 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 14,610 | $17.3 萬 | 0.01% | +14,610 | 新進 |
| Wells Fargo & Company | 14,913 | $17.7 萬 | 0.00% | +1,554+11.6% | 加碼 |
| Deltec Asset Management LLC | 15,000 | $17.8 萬 | 0.04% | +4,000+36.4% | 加碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 15,200 | $18.0 萬 | 0.17% | −1,000,575−98.5% | 減碼 |
| Storebrand Asset Management AS | 15,415 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 16,297 | $19.3 萬 | 0.00% | +16,297 | 新進 |
| Baader Bank INC | 16,587 | $19.7 萬 | 0.01% | +3,587+27.6% | 加碼 |
| Qsemble Capital Management, LP | 19,100 | $22.7 萬 | 0.15% | +3,100+19.4% | 加碼 |
| Graham Capital Management, L.P. | 19,298 | $22.9 萬 | 0.01% | −134,502−87.5% | 減碼 |
| Advisor Group Holdings, Inc. | 19,929 | $23.6 萬 | 0.00% | +12,287+160.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 22,471 | $26.7 萬 | 0.01% | +22,471 | 新進 |
| VPR Management LLC | 24,068 | $28.6 萬 | 0.06% | +6,120+34.1% | 加碼 |
| Exchange Traded Concepts, LLC | 24,582 | $29.2 萬 | 0.01% | +449+1.9% | 加碼 |
| Tandem Capital Management Corp | 26,036 | $30.9 萬 | 0.22% | −8,452−24.5% | 減碼 |
| Raymond James & Associates | 27,846 | $33.1 萬 | 0.00% | +27,846 | 新進 |
| Aigen Investment Management, LP | 29,293 | $34.8 萬 | 0.05% | +29,293 | 新進 |
| Keybank National Association | 29,345 | $34.8 萬 | 0.00% | +375+1.3% | 加碼 |
| Synovus Financial Corp | 31,071 | $36.9 萬 | 0.00% | −103,978−77.0% | 減碼 |
| Legacy Wealth Asset Management, LLC | 31,561 | $37.5 萬 | 0.14% | +4,290+15.7% | 加碼 |
| Mariner, LLC | 31,819 | $37.8 萬 | 0.00% | −12,206−27.7% | 減碼 |
| Truist Financial Corp | 33,363 | $39.6 萬 | 0.00% | −5,628−14.4% | 減碼 |
| Davenport & Co LLC | 34,369 | $40.8 萬 | 0.00% | −212−0.6% | 減碼 |
| Cloverfields Capital Group, LP | 35,313 | $41.9 萬 | 0.13% | +35,313 | 新進 |
| Cetera Investment Advisers | 35,842 | $42.5 萬 | 0.00% | +35,842 | 新進 |
| Natixis Advisors, L.P. | 36,063 | $42.8 萬 | 0.00% | −53,664−59.8% | 減碼 |
| Neuberger Berman Group LLC | 38,057 | $45.2 萬 | 0.00% | −1,399−3.5% | 減碼 |
| Amitell Capital Pte Ltd | 43,712 | $51.9 萬 | 0.54% | +43,712 | 新進 |
| Bank of Montreal | 42,544 | $52.2 萬 | 0.00% | +7,181+20.3% | 加碼 |
| Ameriprise Financial Inc | 44,286 | $52.6 萬 | 0.00% | −884,066−95.2% | 減碼 |
| First Republic Investment Management, Inc. | 44,379 | $52.7 萬 | 0.00% | +1,952+4.6% | 加碼 |
| Two Sigma Advisers, LP | 44,933 | $53.3 萬 | 0.00% | +6,260+16.2% | 加碼 |
| Credit Suisse AG | 48,329 | $57.4 萬 | 0.00% | −46,830−49.2% | 減碼 |
| Fifth Third Bancorp | 48,690 | $57.8 萬 | 0.00% | −1,224−2.5% | 減碼 |
| Marshall Financial Group LLC | 54,472 | $64.7 萬 | 0.23% | +54,472 | 新進 |