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 2 季 13F 持有人
XP Inc. 在 2023/6/30 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
- 225
- 較 2023 年第 1 季 +33 家
- 持有股數
- 2.84 億
- 較 2023 年第 1 季 −687.3 萬 (−2.4%)
- 總市值
- $66.7 億
- 較 2023 年第 1 季 +$32.2 億 (+93.4%)
- 新進機構
- 70
- 另有 62 家加碼
- 清倉機構
- 37
- 另有 65 家減碼
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 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Marshall Financial Group LLC | 54,560 | $128.0 萬 | 0.44% | +88+0.2% | 加碼 |
| Amalgamated Bank | 51,683 | $121.2 萬 | 0.01% | +51,683 | 新進 |
| Voya Investment Management LLC | 51,627 | $121.1 萬 | 0.00% | +51,627 | 新進 |
| Advisor Group Holdings, Inc. | 50,999 | $119.6 萬 | 0.00% | +31,070+155.9% | 加碼 |
| Man Group plc | 49,583 | $116.3 萬 | 0.00% | +49,583 | 新進 |
| Fifth Third Bancorp | 48,967 | $114.9 萬 | 0.01% | +277+0.6% | 加碼 |
| Citigroup Inc | 46,711 | $109.6 萬 | 0.00% | −586,371−92.6% | 減碼 |
| Truist Financial Corp | 45,770 | $107.4 萬 | 0.00% | +12,407+37.2% | 加碼 |
| Natixis Advisors, L.P. | 45,043 | $105.7 萬 | 0.00% | +8,980+24.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 43,880 | $102.9 萬 | 0.01% | +43,880 | 新進 |
| Trexquant Investment LP | 43,874 | $102.9 萬 | 0.03% | +43,874 | 新進 |
| Pearl River Capital, LLC | 40,553 | $95.1 萬 | 0.15% | +40,553 | 新進 |
| Neuberger Berman Group LLC | 39,247 | $92.1 萬 | 0.00% | +1,190+3.1% | 加碼 |
| Bank of Montreal | 37,411 | $88.0 萬 | 0.00% | −5,133−12.1% | 減碼 |
| Davenport & Co LLC | 33,974 | $79.7 萬 | 0.01% | −395−1.1% | 減碼 |
| Mariner, LLC | 33,778 | $79.2 萬 | 0.00% | +1,959+6.2% | 加碼 |
| Wells Fargo & Company | 32,779 | $76.9 萬 | 0.00% | +17,866+119.8% | 加碼 |
| Barclays PLC | 32,273 | $75.7 萬 | 0.00% | +30,797+2,086.5% | 加碼 |
| Nisa Investment Advisors, LLC | 31,524 | $74.0 萬 | 0.01% | +31,524 | 新進 |
| Principal Financial Group Inc | 31,050 | $72.8 萬 | 0.00% | +31,050 | 新進 |
| Legacy Wealth Asset Management, LLC | 30,903 | $72.5 萬 | 0.25% | −658−2.1% | 減碼 |
| Cetera Investment Advisers | 30,896 | $72.5 萬 | 0.01% | −4,946−13.8% | 減碼 |
| Keybank National Association | 28,975 | $68.0 萬 | 0.00% | −370−1.3% | 減碼 |
| Raymond James & Associates | 27,921 | $65.5 萬 | 0.00% | +75+0.3% | 加碼 |
| Exchange Traded Concepts, LLC | 26,814 | $62.9 萬 | 0.02% | +2,232+9.1% | 加碼 |
| Maryland State Retirement & Pension System | 26,251 | $61.6 萬 | 0.01% | +26,251 | 新進 |
| Tandem Capital Management Corp | 25,121 | $58.9 萬 | 0.38% | −915−3.5% | 減碼 |
| Synovus Financial Corp | 24,940 | $58.5 萬 | 0.01% | −6,131−19.7% | 減碼 |
| Axq Capital, LP | 24,100 | $56.5 萬 | 0.70% | +24,100 | 新進 |
| VPR Management LLC | 24,068 | $56.5 萬 | 0.14% | 00.0% | 不變 |
| Ameriprise Financial Inc | 23,791 | $55.8 萬 | 0.00% | −20,495−46.3% | 減碼 |
| Park Avenue Securities LLC | 22,697 | $53.2 萬 | 0.01% | +22,697 | 新進 |
| Duality Advisers, LP | 22,213 | $52.1 萬 | 0.07% | +22,213 | 新進 |
| JPMorgan Chase & Co | 21,907 | $51.4 萬 | 0.00% | −11,699,906−99.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 21,867 | $51.3 萬 | 0.02% | −604−2.7% | 減碼 |
| Virtu Financial LLC | 21,455 | $50.3 萬 | 0.04% | +21,455 | 新進 |
| First Republic Investment Management, Inc. | 20,141 | $47.3 萬 | 0.00% | −24,238−54.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 20,000 | $46.9 萬 | 0.00% | +20,000 | 新進 |
| Stifel Financial Corp | 19,740 | $46.3 萬 | 0.00% | +3,443+21.1% | 加碼 |
| Private Advisor Group, LLC | 19,463 | $45.7 萬 | 0.00% | +19,463 | 新進 |
| MML Investors Services, LLC | 19,178 | $45.0 萬 | 0.00% | +6,987+57.3% | 加碼 |
| Cresset Asset Management, LLC | 19,122 | $44.9 萬 | 0.00% | +19,122 | 新進 |
| Utah Retirement Systems | 17,900 | $42.0 萬 | 0.01% | +17,900 | 新進 |
| Acadian Asset Management LLC | 17,715 | $41.5 萬 | 0.00% | +17,616+17,793.9% | 加碼 |
| Veriti Management LLC | 17,267 | $40.5 萬 | 0.05% | +17,267 | 新進 |
| Krane Funds Advisors LLC | 17,075 | $40.1 萬 | 0.02% | −43,466−71.8% | 減碼 |
| Prudential Financial Inc | 16,136 | $37.9 萬 | 0.00% | +16,136 | 新進 |
| Storebrand Asset Management AS | 15,415 | $36.2 萬 | 0.00% | 00.0% | 不變 |
| Ossiam | 14,804 | $34.7 萬 | 0.01% | +8,649+140.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 14,513 | $34.0 萬 | 0.00% | +1,990+15.9% | 加碼 |
| Xponance, Inc. | 14,314 | $33.6 萬 | 0.00% | +14,314 | 新進 |
| Financial Advocates Investment Management | 13,196 | $31.0 萬 | 0.02% | 00.0% | 不變 |
| First Trust Advisors LP | 12,757 | $29.9 萬 | 0.00% | +12,757 | 新進 |
| Bridgefront Capital, LLC | 12,627 | $29.6 萬 | 0.16% | +12,627 | 新進 |
| Marks Group Wealth Management, Inc | 11,508 | $27.0 萬 | 0.03% | +288+2.6% | 加碼 |
| Capstone Investment Advisors, LLC | 11,409 | $26.8 萬 | 0.01% | +11,409 | 新進 |
| Turim 21 Investimentos Ltda. | 11,024 | $25.9 萬 | 0.13% | +9,394+576.3% | 加碼 |
| State of Wisconsin Investment Board | 11,000 | $25.8 萬 | 0.00% | +11,000 | 新進 |
| Pitcairn Co | 10,998 | $25.8 萬 | 0.02% | +10,998 | 新進 |
| Crossmark Global Holdings, Inc. | 9,701 | $25.6 萬 | 0.01% | +9,701 | 新進 |
| Kestra Advisory Services, LLC | 10,895 | $25.6 萬 | 0.00% | +10,895 | 新進 |
| Harbour Capital Advisors, LLC | 10,700 | $25.4 萬 | 0.07% | +10,700 | 新進 |
| Yousif Capital Management, LLC | 10,342 | $24.3 萬 | 0.00% | +10,342 | 新進 |
| American Century Companies Inc | 10,101 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 9,927 | $23.3 萬 | 0.01% | −4,683−32.1% | 減碼 |
| Captrust Financial Advisors | 9,889 | $23.2 萬 | 0.00% | +9,889 | 新進 |
| Tower Research Capital LLC (TRC) | 9,845 | $23.1 萬 | 0.01% | +8,883+923.4% | 加碼 |
| Regions Financial Corp | 9,798 | $23.0 萬 | 0.00% | +9,798 | 新進 |
| JustInvest LLC | 9,651 | $22.6 萬 | 0.01% | +9,651 | 新進 |
| Deltec Asset Management LLC | 9,287 | $21.8 萬 | 0.05% | −5,713−38.1% | 減碼 |
| Brinker Capital Investments, LLC | 8,960 | $21.0 萬 | 0.00% | +8,960 | 新進 |
| Orion Portfolio Solutions, LLC | 8,960 | $21.0 萬 | 0.00% | +8,960 | 新進 |
| MetLife Investment Management | 7,725 | $18.1 萬 | 0.00% | +7,725 | 新進 |
| The PNC Financial Services Group, Inc. | 7,283 | $17.1 萬 | 0.00% | +842+13.1% | 加碼 |
| Quadrant Capital Group LLC | 7,087 | $16.6 萬 | 0.02% | +1,995+39.2% | 加碼 |
| 1832 Asset Management L.P. | 6,450 | $15.1 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 5,547 | $13.0 萬 | 0.00% | +2,853+105.9% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 4,500 | $10.4 萬 | 0.00% | +2,138+90.5% | 加碼 |
| TD Private Client Wealth LLC | 4,077 | $9.56 萬 | 0.00% | +824+25.3% | 加碼 |
| American International Group, Inc. | 3,227 | $7.57 萬 | 0.00% | +3,227 | 新進 |
| Quarry LP | 2,819 | $6.61 萬 | 0.04% | +2,238+385.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,500 | $5.87 萬 | 0.01% | +2,408+2,617.4% | 加碼 |
| Grove Bank & Trust | 2,274 | $5.33 萬 | 0.01% | −16−0.7% | 減碼 |
| Provida Pension Fund Administrator | 1,858 | $4.36 萬 | 0.00% | −750,106−99.8% | 減碼 |
| Atlas Capital Advisors LLC | 1,609 | $3.77 萬 | 0.01% | +1,609 | 新進 |
| Nomura Asset Management Co Ltd | 1,500 | $3.52 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 1,221 | $2.86 萬 | 0.00% | +1,216+24,320.0% | 加碼 |
| Credit Agricole S A | 880 | $2.06 萬 | 0.00% | −231−20.8% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 875 | $2.05 萬 | 0.01% | +875 | 新進 |
| Tradition Wealth Management, LLC | 851 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 830 | $1.95 萬 | 0.00% | +108+15.0% | 加碼 |
| GWM Advisors LLC | 823 | $1.93 萬 | 0.00% | +823 | 新進 |
| First Horizon Advisors, Inc. | 812 | $1.90 萬 | 0.00% | +209+34.7% | 加碼 |
| Parallel Advisors, LLC | 755 | $1.77 萬 | 0.00% | +122+19.3% | 加碼 |
| Harbor Investment Advisory, LLC | 747 | $1.75 萬 | 0.00% | −76−9.2% | 減碼 |
| Park Place Capital Corp | 713 | $1.67 萬 | 0.00% | +3+0.4% | 加碼 |
| Amundi | 691 | $1.64 萬 | 0.00% | +221+47.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 482 | $1.13 萬 | 0.00% | +482 | 新進 |
| Toronto Dominion Bank | 432 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 425 | $9,971 | 0.00% | +191+81.6% | 加碼 |