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 |
|---|---|---|---|---|---|
| Oak Thistle LLC | 22,069 | $50.9 萬 | 0.15% | +22,069 | 新進 |
| Toroso Investments, LLC | 23,146 | $53.4 萬 | 0.02% | +23,146 | 新進 |
| Wells Fargo & Company | 23,502 | $54.2 萬 | 0.00% | −9,277−28.3% | 減碼 |
| VPR Management LLC | 24,068 | $55.5 萬 | 0.15% | 00.0% | 不變 |
| Ameriprise Financial Inc | 24,398 | $56.3 萬 | 0.00% | +607+2.6% | 加碼 |
| Tandem Capital Management Corp | 25,121 | $57.9 萬 | 0.40% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 25,386 | $58.5 萬 | 0.00% | +25,386 | 新進 |
| Maryland State Retirement & Pension System | 26,251 | $60.5 萬 | 0.01% | 00.0% | 不變 |
| PEAK6 Investments LLC | 26,549 | $61.2 萬 | 0.03% | +26,549 | 新進 |
| Synovus Financial Corp | 27,641 | $63.7 萬 | 0.01% | +2,701+10.8% | 加碼 |
| Aquatic Capital Management LLC | 27,900 | $64.3 萬 | 0.03% | +27,900 | 新進 |
| Bayesian Capital Management, LP | 28,379 | $65.4 萬 | 0.07% | −105,800−78.8% | 減碼 |
| Keybank National Association | 28,817 | $66.4 萬 | 0.00% | −158−0.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 29,177 | $67.3 萬 | 0.25% | −1,726−5.6% | 減碼 |
| Exchange Traded Concepts, LLC | 29,322 | $67.6 萬 | 0.02% | +2,508+9.4% | 加碼 |
| Tudor Investment Corp Et Al | 31,340 | $72.2 萬 | 0.01% | −47,528−60.3% | 減碼 |
| Point72 Asset Management, L.P. | 31,800 | $73.3 萬 | 0.00% | +31,800 | 新進 |
| Gsa Capital Partners LLP | 32,416 | $74.7 萬 | 0.06% | +32,416 | 新進 |
| Principal Financial Group Inc | 32,709 | $75.4 萬 | 0.00% | +1,659+5.3% | 加碼 |
| Virtu Financial LLC | 33,099 | $76.3 萬 | 0.08% | +11,644+54.3% | 加碼 |
| Davenport & Co LLC | 33,438 | $77.1 萬 | 0.01% | −536−1.6% | 減碼 |
| Captrust Financial Advisors | 33,843 | $78.0 萬 | 0.00% | +23,954+242.2% | 加碼 |
| STRS Ohio | 35,410 | $81.6 萬 | 0.00% | +35,410 | 新進 |
| Axq Capital, LP | 36,000 | $83.0 萬 | 0.29% | +11,900+49.4% | 加碼 |
| Mariner, LLC | 36,886 | $85.0 萬 | 0.00% | +3,108+9.2% | 加碼 |
| Neuberger Berman Group LLC | 39,874 | $91.9 萬 | 0.00% | +627+1.6% | 加碼 |
| Stifel Financial Corp | 40,535 | $93.4 萬 | 0.00% | +20,795+105.3% | 加碼 |
| Centiva Capital, LP | 43,146 | $99.5 萬 | 0.05% | +43,146 | 新進 |
| National Bank of Canada | 47,402 | $101.4 萬 | 0.00% | −26,198−35.6% | 減碼 |
| Bank of Montreal | 39,175 | $103.7 萬 | 0.00% | +1,764+4.7% | 加碼 |
| Barclays PLC | 45,157 | $104.1 萬 | 0.00% | +12,884+39.9% | 加碼 |
| Natixis Advisors, L.P. | 45,360 | $104.6 萬 | 0.00% | +317+0.7% | 加碼 |
| Mirabella Financial Services LLP | 48,124 | $110.9 萬 | 0.16% | −31,586−39.6% | 減碼 |
| Fifth Third Bancorp | 49,648 | $114.4 萬 | 0.01% | +681+1.4% | 加碼 |
| Marshall Financial Group LLC | 50,748 | $117.0 萬 | 0.42% | −3,812−7.0% | 減碼 |
| Voya Investment Management LLC | 51,019 | $117.6 萬 | 0.00% | −608−1.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 52,153 | $120.2 萬 | 0.04% | +42,308+429.7% | 加碼 |
| JPMorgan Chase & Co | 53,055 | $122.3 萬 | 0.00% | +31,148+142.2% | 加碼 |
| Amalgamated Bank | 54,892 | $126.5 萬 | 0.01% | +3,209+6.2% | 加碼 |
| Pearl River Capital, LLC | 56,390 | $130.0 萬 | 0.20% | +15,837+39.1% | 加碼 |
| Cloverfields Capital Group, LP | 56,644 | $130.6 萬 | 0.59% | 00.0% | 不變 |
| Atria Investments LLC | 60,068 | $138.5 萬 | 0.02% | +60,068 | 新進 |
| Citigroup Inc | 61,400 | $141.5 萬 | 0.00% | +14,689+31.4% | 加碼 |
| Nisa Investment Advisors, LLC | 64,852 | $149.5 萬 | 0.01% | +33,328+105.7% | 加碼 |
| Graham Capital Management, L.P. | 70,019 | $161.4 萬 | 0.05% | +70,019 | 新進 |
| Federated Hermes, Inc. | 70,400 | $162.3 萬 | 0.00% | +70,400 | 新進 |
| Deutsche Bank AG | 72,784 | $167.8 萬 | 0.00% | −10,093−12.2% | 減碼 |
| California State Teachers Retirement System | 73,968 | $170.5 萬 | 0.00% | −37,517−33.7% | 減碼 |
| Capital Fund Management S.A. | 80,091 | $184.6 萬 | 0.02% | +80,091 | 新進 |
| Oppenheimer Asset Management Inc. | 81,500 | $187.9 萬 | 0.03% | −6,729−7.6% | 減碼 |
| US Bancorp | 81,829 | $188.6 萬 | 0.00% | +2,586+3.3% | 加碼 |
| Caption Management, LLC | 83,619 | $192.7 萬 | 0.25% | −32,381−27.9% | 減碼 |
| Acadian Asset Management LLC | 87,036 | $200.2 萬 | 0.01% | +69,321+391.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 95,690 | $220.6 萬 | 0.01% | +500+0.5% | 加碼 |
| Advisor Group Holdings, Inc. | 101,371 | $233.7 萬 | 0.00% | +50,372+98.8% | 加碼 |
| Truist Financial Corp | 109,077 | $251.4 萬 | 0.00% | +63,307+138.3% | 加碼 |
| Credit Suisse AG | 111,550 | $257.1 萬 | 0.00% | +46,042+70.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $278.1 萬 | 0.01% | 00.0% | 不變 |
| Old Well Partners, LLC | 121,800 | $280.7 萬 | 2.43% | +121,800 | 新進 |
| Royal Bank of Canada | 125,977 | $290.2 萬 | 0.00% | −27,360−17.8% | 減碼 |
| Duality Advisers, LP | 126,637 | $291.9 萬 | 0.35% | +104,424+470.1% | 加碼 |
| Renaissance Technologies LLC | 140,475 | $323.9 萬 | 0.01% | +140,475 | 新進 |
| FORA Capital, LLC | 145,509 | $335.4 萬 | 0.29% | +145,509 | 新進 |
| Great Lakes Advisors, LLC | 150,776 | $347.5 萬 | 0.03% | +150,776 | 新進 |
| GW&K Investment Management, LLC | 156,628 | $361.0 萬 | 0.04% | −45,600−22.5% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 158,446 | $365.2 萬 | 0.27% | −119,645−43.0% | 減碼 |
| Susquehanna International Group, LLP | 166,702 | $384.2 萬 | 0.01% | −46,640−21.9% | 減碼 |
| Penserra Capital Management LLC | 170,641 | $393.2 萬 | 0.08% | −10,050−5.6% | 減碼 |
| Numerai GP LLC | 182,992 | $421.8 萬 | 1.40% | +182,992 | 新進 |
| Engineers Gate Manager LP | 189,430 | $436.6 萬 | 0.16% | +189,430 | 新進 |
| Franklin Resources Inc | 194,890 | $449.2 萬 | 0.00% | −213,128−52.2% | 減碼 |
| PDT Partners, LLC | 196,412 | $452.7 萬 | 0.57% | +18,900+10.6% | 加碼 |
| American Century Companies Inc | 205,247 | $473.1 萬 | 0.00% | +195,146+1,931.9% | 加碼 |
| UBS Group AG | 209,444 | $482.8 萬 | 0.00% | +89,844+75.1% | 加碼 |
| INCA Investments LLC | 221,699 | $511.0 萬 | 2.05% | −63,764−22.3% | 減碼 |
| BTG Pactual Global Asset Management Ltd | 224,821 | $518.2 萬 | 2.96% | +57,920+34.7% | 加碼 |
| Legal & General Group Plc | 241,925 | $557.6 萬 | 0.00% | +22,996+10.5% | 加碼 |
| Kapitalo Investimentos Ltda | 245,664 | $566.3 萬 | 0.77% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 257,476 | $593.5 萬 | 0.03% | +112,326+77.4% | 加碼 |
| Jarislowsky, Fraser Ltd | 273,138 | $629.6 萬 | 0.04% | −65,750−19.4% | 減碼 |
| Trexquant Investment LP | 273,622 | $630.7 萬 | 0.16% | +229,748+523.7% | 加碼 |
| New York State Common Retirement Fund | 277,230 | $639.0 萬 | 0.01% | −53,570−16.2% | 減碼 |
| Russell Investments Group, Ltd. | 310,708 | $716.2 萬 | 0.01% | +310,708 | 新進 |
| Crossmark Global Holdings, Inc. | 328,887 | $733.8 萬 | 0.17% | +319,186+3,290.2% | 加碼 |
| Alliancebernstein L.P. | 329,469 | $759.4 萬 | 0.00% | +196,473+147.7% | 加碼 |
| Handelsbanken Fonder AB | 363,106 | $837.0 萬 | 0.05% | +57,143+18.7% | 加碼 |
| Charles Schwab Investment Management Inc | 365,562 | $842.6 萬 | 0.00% | +75,262+25.9% | 加碼 |
| First Trust Advisors LP | 375,815 | $866.3 萬 | 0.01% | +363,058+2,846.0% | 加碼 |
| Rhumbline Advisers | 380,389 | $876.8 萬 | 0.01% | +5,782+1.5% | 加碼 |
| Loomis Sayles & Co L P | 398,735 | $919.1 萬 | 0.02% | +398,735 | 新進 |
| Arrowstreet Capital, Limited Partnership | 405,576 | $934.9 萬 | 0.01% | +405,576 | 新進 |
| Goldman Sachs Group Inc | 413,004 | $952.0 萬 | 0.00% | −550.0% | 減碼 |
| UBS Asset Management Americas Inc | 413,024 | $952.0 萬 | 0.00% | −62,090−13.1% | 減碼 |
| Fisher Asset Management, LLC | 415,086 | $956.8 萬 | 0.01% | −3,466−0.8% | 減碼 |
| Hidden Lake Asset Management LP | 439,130 | $1,012 萬 | 12.06% | +439,130 | 新進 |
| Banco BTG Pactual S.A. | 453,461 | $1,045 萬 | 4.24% | +280,839+162.7% | 加碼 |
| California Public Employees Retirement System | 498,288 | $1,149 萬 | 0.01% | +12,697+2.6% | 加碼 |
| Envestnet Asset Management Inc | 498,815 | $1,150 萬 | 0.01% | +186,142+59.5% | 加碼 |
| Itau Unibanco Holding S.A. | 510,025 | $1,176 萬 | 0.52% | +132,531+35.1% | 加碼 |
| Invesco Ltd. | 528,655 | $1,219 萬 | 0.00% | +57,721+12.3% | 加碼 |