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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 111,550 | $257.1 萬 | 0.00% | +46,042+70.3% | 加碼 |
| Truist Financial Corp | 109,077 | $251.4 萬 | 0.00% | +63,307+138.3% | 加碼 |
| Advisor Group Holdings, Inc. | 101,371 | $233.7 萬 | 0.00% | +50,372+98.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 95,690 | $220.6 萬 | 0.01% | +500+0.5% | 加碼 |
| Acadian Asset Management LLC | 87,036 | $200.2 萬 | 0.01% | +69,321+391.3% | 加碼 |
| Caption Management, LLC | 83,619 | $192.7 萬 | 0.25% | −32,381−27.9% | 減碼 |
| US Bancorp | 81,829 | $188.6 萬 | 0.00% | +2,586+3.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 81,500 | $187.9 萬 | 0.03% | −6,729−7.6% | 減碼 |
| Capital Fund Management S.A. | 80,091 | $184.6 萬 | 0.02% | +80,091 | 新進 |
| California State Teachers Retirement System | 73,968 | $170.5 萬 | 0.00% | −37,517−33.7% | 減碼 |
| Deutsche Bank AG | 72,784 | $167.8 萬 | 0.00% | −10,093−12.2% | 減碼 |
| Federated Hermes, Inc. | 70,400 | $162.3 萬 | 0.00% | +70,400 | 新進 |
| Graham Capital Management, L.P. | 70,019 | $161.4 萬 | 0.05% | +70,019 | 新進 |
| Nisa Investment Advisors, LLC | 64,852 | $149.5 萬 | 0.01% | +33,328+105.7% | 加碼 |
| Citigroup Inc | 61,400 | $141.5 萬 | 0.00% | +14,689+31.4% | 加碼 |
| Atria Investments LLC | 60,068 | $138.5 萬 | 0.02% | +60,068 | 新進 |
| Cloverfields Capital Group, LP | 56,644 | $130.6 萬 | 0.59% | 00.0% | 不變 |
| Pearl River Capital, LLC | 56,390 | $130.0 萬 | 0.20% | +15,837+39.1% | 加碼 |
| Amalgamated Bank | 54,892 | $126.5 萬 | 0.01% | +3,209+6.2% | 加碼 |
| JPMorgan Chase & Co | 53,055 | $122.3 萬 | 0.00% | +31,148+142.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 52,153 | $120.2 萬 | 0.04% | +42,308+429.7% | 加碼 |
| Voya Investment Management LLC | 51,019 | $117.6 萬 | 0.00% | −608−1.2% | 減碼 |
| Marshall Financial Group LLC | 50,748 | $117.0 萬 | 0.42% | −3,812−7.0% | 減碼 |
| Fifth Third Bancorp | 49,648 | $114.4 萬 | 0.01% | +681+1.4% | 加碼 |
| Mirabella Financial Services LLP | 48,124 | $110.9 萬 | 0.16% | −31,586−39.6% | 減碼 |
| Natixis Advisors, L.P. | 45,360 | $104.6 萬 | 0.00% | +317+0.7% | 加碼 |
| Barclays PLC | 45,157 | $104.1 萬 | 0.00% | +12,884+39.9% | 加碼 |
| Bank of Montreal | 39,175 | $103.7 萬 | 0.00% | +1,764+4.7% | 加碼 |
| National Bank of Canada | 47,402 | $101.4 萬 | 0.00% | −26,198−35.6% | 減碼 |
| Centiva Capital, LP | 43,146 | $99.5 萬 | 0.05% | +43,146 | 新進 |
| Stifel Financial Corp | 40,535 | $93.4 萬 | 0.00% | +20,795+105.3% | 加碼 |
| Neuberger Berman Group LLC | 39,874 | $91.9 萬 | 0.00% | +627+1.6% | 加碼 |
| Mariner, LLC | 36,886 | $85.0 萬 | 0.00% | +3,108+9.2% | 加碼 |
| Axq Capital, LP | 36,000 | $83.0 萬 | 0.29% | +11,900+49.4% | 加碼 |
| STRS Ohio | 35,410 | $81.6 萬 | 0.00% | +35,410 | 新進 |
| Captrust Financial Advisors | 33,843 | $78.0 萬 | 0.00% | +23,954+242.2% | 加碼 |
| Davenport & Co LLC | 33,438 | $77.1 萬 | 0.01% | −536−1.6% | 減碼 |
| Virtu Financial LLC | 33,099 | $76.3 萬 | 0.08% | +11,644+54.3% | 加碼 |
| Principal Financial Group Inc | 32,709 | $75.4 萬 | 0.00% | +1,659+5.3% | 加碼 |
| Gsa Capital Partners LLP | 32,416 | $74.7 萬 | 0.06% | +32,416 | 新進 |
| Point72 Asset Management, L.P. | 31,800 | $73.3 萬 | 0.00% | +31,800 | 新進 |
| Tudor Investment Corp Et Al | 31,340 | $72.2 萬 | 0.01% | −47,528−60.3% | 減碼 |
| Exchange Traded Concepts, LLC | 29,322 | $67.6 萬 | 0.02% | +2,508+9.4% | 加碼 |
| Legacy Wealth Asset Management, LLC | 29,177 | $67.3 萬 | 0.25% | −1,726−5.6% | 減碼 |
| Keybank National Association | 28,817 | $66.4 萬 | 0.00% | −158−0.5% | 減碼 |
| Bayesian Capital Management, LP | 28,379 | $65.4 萬 | 0.07% | −105,800−78.8% | 減碼 |
| Aquatic Capital Management LLC | 27,900 | $64.3 萬 | 0.03% | +27,900 | 新進 |
| Synovus Financial Corp | 27,641 | $63.7 萬 | 0.01% | +2,701+10.8% | 加碼 |
| PEAK6 Investments LLC | 26,549 | $61.2 萬 | 0.03% | +26,549 | 新進 |
| Maryland State Retirement & Pension System | 26,251 | $60.5 萬 | 0.01% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 25,386 | $58.5 萬 | 0.00% | +25,386 | 新進 |
| Tandem Capital Management Corp | 25,121 | $57.9 萬 | 0.40% | 00.0% | 不變 |
| Ameriprise Financial Inc | 24,398 | $56.3 萬 | 0.00% | +607+2.6% | 加碼 |
| VPR Management LLC | 24,068 | $55.5 萬 | 0.15% | 00.0% | 不變 |
| Wells Fargo & Company | 23,502 | $54.2 萬 | 0.00% | −9,277−28.3% | 減碼 |
| Toroso Investments, LLC | 23,146 | $53.4 萬 | 0.02% | +23,146 | 新進 |
| Oak Thistle LLC | 22,069 | $50.9 萬 | 0.15% | +22,069 | 新進 |
| Raymond James & Associates | 21,130 | $48.7 萬 | 0.00% | −6,791−24.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 20,108 | $46.3 萬 | 0.01% | −1,759−8.0% | 減碼 |
| Nebula Research & Development LLC | 19,499 | $44.9 萬 | 0.24% | +19,499 | 新進 |
| Private Advisor Group, LLC | 19,072 | $44.0 萬 | 0.00% | −391−2.0% | 減碼 |
| Park Avenue Securities LLC | 18,903 | $43.6 萬 | 0.01% | −3,794−16.7% | 減碼 |
| Qsemble Capital Management, LP | 18,900 | $43.6 萬 | 0.08% | +18,900 | 新進 |
| Mackenzie Financial Corp | 20,299 | $43.4 萬 | 0.00% | +20,299 | 新進 |
| Ossiam | 18,798 | $43.3 萬 | 0.01% | +3,994+27.0% | 加碼 |
| Cetera Investment Advisers | 18,286 | $42.1 萬 | 0.00% | −12,610−40.8% | 減碼 |
| Cresset Asset Management, LLC | 18,186 | $41.9 萬 | 0.00% | −936−4.9% | 減碼 |
| Utah Retirement Systems | 18,100 | $41.7 萬 | 0.01% | +200+1.1% | 加碼 |
| First Republic Investment Management, Inc. | 17,711 | $40.8 萬 | 0.00% | −2,430−12.1% | 減碼 |
| MML Investors Services, LLC | 17,519 | $40.4 萬 | 0.00% | −1,659−8.7% | 減碼 |
| Prudential Financial Inc | 17,473 | $40.3 萬 | 0.00% | +1,337+8.3% | 加碼 |
| HSBC Holdings PLC | 16,857 | $38.8 萬 | 0.00% | +16,857 | 新進 |
| Kestra Advisory Services, LLC | 16,456 | $37.9 萬 | 0.00% | +5,561+51.0% | 加碼 |
| Quantbot Technologies LP | 15,942 | $36.7 萬 | 0.02% | +15,942 | 新進 |
| Atlas Capital Advisors LLC | 15,440 | $35.6 萬 | 0.06% | +13,831+859.6% | 加碼 |
| Storebrand Asset Management AS | 15,415 | $35.5 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 14,649 | $33.8 萬 | 0.00% | +136+0.9% | 加碼 |
| Xponance, Inc. | 14,578 | $33.6 萬 | 0.00% | +264+1.8% | 加碼 |
| Deltec Asset Management LLC | 14,000 | $32.3 萬 | 0.07% | +4,713+50.7% | 加碼 |
| Jump Financial, LLC | 13,897 | $32.0 萬 | 0.01% | +13,897 | 新進 |
| Financial Advocates Investment Management | 13,201 | $30.4 萬 | 0.02% | +50.0% | 加碼 |
| Pitcairn Co | 12,874 | $29.7 萬 | 0.02% | +1,876+17.1% | 加碼 |
| Baader Bank INC | 12,557 | $28.9 萬 | 0.03% | +12,557 | 新進 |
| Krane Funds Advisors LLC | 12,237 | $28.2 萬 | 0.01% | −4,838−28.3% | 減碼 |
| State of Wisconsin Investment Board | 12,100 | $27.9 萬 | 0.00% | +1,100+10.0% | 加碼 |
| Veriti Management LLC | 12,063 | $27.8 萬 | 0.03% | −5,204−30.1% | 減碼 |
| OneAscent Wealth Management LLC | 11,957 | $27.6 萬 | 0.12% | +11,957 | 新進 |
| OneAscent Financial Services LLC | 11,669 | $26.9 萬 | 0.07% | +11,669 | 新進 |
| Marks Group Wealth Management, Inc | 11,451 | $26.4 萬 | 0.03% | −57−0.5% | 減碼 |
| Capula Management Ltd | 11,340 | $26.1 萬 | 0.02% | +11,340 | 新進 |
| Ethic Inc. | 11,211 | $25.8 萬 | 0.01% | +11,211 | 新進 |
| Two Sigma Securities, LLC | 11,142 | $25.7 萬 | 0.01% | +11,142 | 新進 |
| Credit Agricole S A | 10,866 | $25.0 萬 | 0.01% | +9,986+1,134.8% | 加碼 |
| Harbour Capital Advisors, LLC | 10,700 | $24.7 萬 | 0.07% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 10,522 | $24.3 萬 | 0.00% | +180+1.7% | 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 |
| Regions Financial Corp | 10,267 | $23.7 萬 | 0.00% | +469+4.8% | 加碼 |
| JustInvest LLC | 9,912 | $22.8 萬 | 0.01% | +261+2.7% | 加碼 |
| Neo Ivy Capital Management | 9,608 | $22.1 萬 | 0.10% | +9,608 | 新進 |