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 3 季 13F 持有人
XP Inc. 在 2023/9/30 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
- 258
- 較 2023 年第 2 季 +34 家
- 持有股數
- 2.80 億
- 較 2023 年第 2 季 −475.7 萬 (−1.7%)
- 總市值
- $64.4 億
- 較 2023 年第 2 季 −$2.32 億 (−3.5%)
- 新進機構
- 54
- 另有 94 家加碼
- 清倉機構
- 20
- 另有 79 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 0.00% | −4,499−100.0% | 減碼 |
| Tyler-Stone Wealth Management | 4 | $0 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | 新進 |
| CGC Financial Services, LLC | 1 | $23 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 2 | $43 | 0.00% | −21−91.3% | 減碼 |
| Hollencrest Capital Management | 3 | $69 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 6 | $138 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 12 | $276 | 0.00% | 00.0% | 不變 |
| Natixis | 20 | $461 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 25 | $584 | 0.00% | +25 | 新進 |
| Bell Investment Advisors, Inc | 60 | $1,383 | 0.00% | +3+5.3% | 加碼 |
| Operose Advisors LLC | 61 | $1,406 | 0.00% | +61 | 新進 |
| Gradient Investments LLC | 66 | $1,521 | 0.00% | +66 | 新進 |
| Ronald Blue Trust, Inc. | 73 | $2,000 | 0.00% | −9−11.0% | 減碼 |
| CWM, LLC | 71 | $2,000 | 0.00% | +61+610.0% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 95 | $2,000 | 0.00% | +95 | 新進 |
| IFP Advisors, Inc | 94 | $2,166 | 0.00% | −6−6.0% | 減碼 |
| Activest Wealth Management | 103 | $2,364 | 0.00% | +3+3.0% | 加碼 |
| Park Place Capital Corp | 103 | $2,374 | 0.00% | −610−85.6% | 減碼 |
| Allworth Financial LP | 121 | $2,784 | 0.00% | −4−3.2% | 減碼 |
| Massmutual Trust Co FSB | 166 | $3,826 | 0.00% | +166 | 新進 |
| Washington Trust Advisors, Inc. | 168 | $3,873 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 204 | $4,702 | 0.00% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 280 | $6,454 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 349 | $8,000 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 376 | $8,667 | 0.00% | −49−11.5% | 減碼 |
| Quarry LP | 381 | $8,782 | 0.01% | −2,438−86.5% | 減碼 |
| Proequities, Inc. | 398 | $9,173 | 0.00% | +25+6.7% | 加碼 |
| Toronto Dominion Bank | 432 | $9,958 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 471 | $1.09 萬 | 0.00% | +151+47.2% | 加碼 |
| Covestor Ltd | 473 | $1.10 萬 | 0.01% | +473 | 新進 |
| Cary Street Partner Investment Advisory LLC | 482 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 772 | $1.78 萬 | 0.00% | +17+2.3% | 加碼 |
| Lindbrook Capital, LLC | 829 | $1.91 萬 | 0.00% | −1−0.1% | 減碼 |
| Tradition Wealth Management, LLC | 851 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 875 | $2.02 萬 | 0.01% | 00.0% | 不變 |
| Amundi | 1,095 | $2.34 萬 | 0.00% | +404+58.5% | 加碼 |
| First Horizon Advisors, Inc. | 1,083 | $2.50 萬 | 0.00% | +271+33.4% | 加碼 |
| GWM Advisors LLC | 1,184 | $2.73 萬 | 0.00% | +361+43.9% | 加碼 |
| Umb Bank N A | 1,221 | $2.81 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 1,500 | $3.46 萬 | 0.00% | 00.0% | 不變 |
| Provida Pension Fund Administrator | 1,858 | $4.28 萬 | 0.00% | 00.0% | 不變 |
| Grove Bank & Trust | 2,166 | $4.99 萬 | 0.01% | −108−4.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,500 | $5.76 萬 | 0.01% | 00.0% | 不變 |
| American International Group, Inc. | 3,048 | $7.03 萬 | 0.00% | −179−5.5% | 減碼 |
| Cutler Group LP | 3,677 | $8.40 萬 | 0.01% | +3,677 | 新進 |
| TD Private Client Wealth LLC | 3,774 | $8.70 萬 | 0.00% | −303−7.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,756 | $8.70 萬 | 0.02% | +3,756 | 新進 |
| Counterpoint Mutual Funds LLC | 4,211 | $9.71 萬 | 0.08% | +4,211 | 新進 |
| Signaturefd, LLC | 6,023 | $13.9 萬 | 0.00% | +476+8.6% | 加碼 |
| 1832 Asset Management L.P. | 6,450 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 7,659 | $17.7 萬 | 0.02% | +572+8.1% | 加碼 |
| MetLife Investment Management | 7,735 | $17.8 萬 | 0.00% | +10+0.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,760 | $17.9 萬 | 0.00% | +477+6.5% | 加碼 |
| Brinker Capital Investments, LLC | 9,430 | $21.7 萬 | 0.00% | +470+5.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 9,430 | $21.7 萬 | 0.00% | +470+5.2% | 加碼 |
| Capstone Investment Advisors, LLC | 9,548 | $22.0 萬 | 0.01% | −1,861−16.3% | 減碼 |
| Neo Ivy Capital Management | 9,608 | $22.1 萬 | 0.10% | +9,608 | 新進 |
| JustInvest LLC | 9,912 | $22.8 萬 | 0.01% | +261+2.7% | 加碼 |
| Regions Financial Corp | 10,267 | $23.7 萬 | 0.00% | +469+4.8% | 加碼 |
| Prelude Capital Management, LLC | 10,467 | $24.1 萬 | 0.02% | +10,467 | 新進 |
| Keebeck Alpha, LP | 10,467 | $24.1 萬 | 0.24% | +10,467 | 新進 |
| Yousif Capital Management, LLC | 10,522 | $24.3 萬 | 0.00% | +180+1.7% | 加碼 |
| Harbour Capital Advisors, LLC | 10,700 | $24.7 萬 | 0.07% | 00.0% | 不變 |
| Credit Agricole S A | 10,866 | $25.0 萬 | 0.01% | +9,986+1,134.8% | 加碼 |
| Two Sigma Securities, LLC | 11,142 | $25.7 萬 | 0.01% | +11,142 | 新進 |
| Ethic Inc. | 11,211 | $25.8 萬 | 0.01% | +11,211 | 新進 |
| Capula Management Ltd | 11,340 | $26.1 萬 | 0.02% | +11,340 | 新進 |
| Marks Group Wealth Management, Inc | 11,451 | $26.4 萬 | 0.03% | −57−0.5% | 減碼 |
| OneAscent Financial Services LLC | 11,669 | $26.9 萬 | 0.07% | +11,669 | 新進 |
| OneAscent Wealth Management LLC | 11,957 | $27.6 萬 | 0.12% | +11,957 | 新進 |
| Veriti Management LLC | 12,063 | $27.8 萬 | 0.03% | −5,204−30.1% | 減碼 |
| State of Wisconsin Investment Board | 12,100 | $27.9 萬 | 0.00% | +1,100+10.0% | 加碼 |
| Krane Funds Advisors LLC | 12,237 | $28.2 萬 | 0.01% | −4,838−28.3% | 減碼 |
| Baader Bank INC | 12,557 | $28.9 萬 | 0.03% | +12,557 | 新進 |
| Pitcairn Co | 12,874 | $29.7 萬 | 0.02% | +1,876+17.1% | 加碼 |
| Financial Advocates Investment Management | 13,201 | $30.4 萬 | 0.02% | +50.0% | 加碼 |
| Jump Financial, LLC | 13,897 | $32.0 萬 | 0.01% | +13,897 | 新進 |
| Deltec Asset Management LLC | 14,000 | $32.3 萬 | 0.07% | +4,713+50.7% | 加碼 |
| Xponance, Inc. | 14,578 | $33.6 萬 | 0.00% | +264+1.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 14,649 | $33.8 萬 | 0.00% | +136+0.9% | 加碼 |
| Storebrand Asset Management AS | 15,415 | $35.5 萬 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 15,440 | $35.6 萬 | 0.06% | +13,831+859.6% | 加碼 |
| Quantbot Technologies LP | 15,942 | $36.7 萬 | 0.02% | +15,942 | 新進 |
| Kestra Advisory Services, LLC | 16,456 | $37.9 萬 | 0.00% | +5,561+51.0% | 加碼 |
| HSBC Holdings PLC | 16,857 | $38.8 萬 | 0.00% | +16,857 | 新進 |
| Prudential Financial Inc | 17,473 | $40.3 萬 | 0.00% | +1,337+8.3% | 加碼 |
| MML Investors Services, LLC | 17,519 | $40.4 萬 | 0.00% | −1,659−8.7% | 減碼 |
| First Republic Investment Management, Inc. | 17,711 | $40.8 萬 | 0.00% | −2,430−12.1% | 減碼 |
| Utah Retirement Systems | 18,100 | $41.7 萬 | 0.01% | +200+1.1% | 加碼 |
| Cresset Asset Management, LLC | 18,186 | $41.9 萬 | 0.00% | −936−4.9% | 減碼 |
| Cetera Investment Advisers | 18,286 | $42.1 萬 | 0.00% | −12,610−40.8% | 減碼 |
| Ossiam | 18,798 | $43.3 萬 | 0.01% | +3,994+27.0% | 加碼 |
| Mackenzie Financial Corp | 20,299 | $43.4 萬 | 0.00% | +20,299 | 新進 |
| Qsemble Capital Management, LP | 18,900 | $43.6 萬 | 0.08% | +18,900 | 新進 |
| Park Avenue Securities LLC | 18,903 | $43.6 萬 | 0.01% | −3,794−16.7% | 減碼 |
| Private Advisor Group, LLC | 19,072 | $44.0 萬 | 0.00% | −391−2.0% | 減碼 |
| Nebula Research & Development LLC | 19,499 | $44.9 萬 | 0.24% | +19,499 | 新進 |
| Kestra Private Wealth Services, LLC | 20,108 | $46.3 萬 | 0.01% | −1,759−8.0% | 減碼 |
| Raymond James & Associates | 21,130 | $48.7 萬 | 0.00% | −6,791−24.3% | 減碼 |