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 4 季 13F 持有人
XP Inc. 在 2023/12/31 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
- 301
- 較 2023 年第 3 季 +44 家
- 持有股數
- 2.93 億
- 較 2023 年第 3 季 +1,290 萬 (+4.6%)
- 總市值
- $76.2 億
- 較 2023 年第 3 季 +$11.9 億 (+18.4%)
- 新進機構
- 77
- 另有 95 家加碼
- 清倉機構
- 33
- 另有 102 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dodge & Cox | 30,228,845 | $7.88 億 | 0.50% | −51,600−0.2% | 減碼 |
| General Atlantic LLC | 29,617,733 | $7.72 億 | 11.08% | 00.0% | 不變 |
| FMR LLC | 23,722,787 | $6.18 億 | 0.05% | +2,189,469+10.2% | 加碼 |
| Mawer Investment Management Ltd. | 18,160,036 | $4.73 億 | 2.42% | −79,407−0.4% | 減碼 |
| BlackRock Inc. | 18,090,310 | $4.72 億 | 0.01% | +3,514,562+24.1% | 加碼 |
| Capital World Investors | 15,480,556 | $4.04 億 | 0.07% | −1,791,117−10.4% | 減碼 |
| Harding Loevner LP | 13,115,121 | $3.39 億 | 1.90% | +732,614+5.9% | 加碼 |
| Sands Capital Management, LLC | 10,783,113 | $2.81 億 | 0.85% | −234,894−2.1% | 減碼 |
| Squadra Investments - Gestao de Recursos Ltda. | 9,018,875 | $2.35 億 | 48.60% | +2,087,205+30.1% | 加碼 |
| Canada Pension Plan Investment Board | 8,113,827 | $2.12 億 | 0.27% | +3,008,809+58.9% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 7,126,997 | $1.86 億 | 21.33% | −419,000−5.6% | 減碼 |
| Bank of New York Mellon Corp | 5,214,477 | $1.36 億 | 0.03% | −592,561−10.2% | 減碼 |
| Price T Rowe Associates Inc | 4,929,877 | $1.29 億 | 0.02% | +293,160+6.3% | 加碼 |
| Two Sigma Investments, LP | 4,445,716 | $1.16 億 | 0.28% | +2,850,140+178.6% | 加碼 |
| State Street Corp | 3,706,658 | $9,663 萬 | 0.00% | +156,061+4.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 3,653,799 | $9,526 萬 | 0.10% | +3,248,223+800.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,529,440 | $9,201 萬 | 0.13% | +2,033,401+135.9% | 加碼 |
| Seafarer Capital Partners, LLC | 3,455,000 | $9,007 萬 | 24.34% | +50,000+1.5% | 加碼 |
| Constellation Investimentos e Participacoes Ltda | 3,270,009 | $8,525 萬 | 30.07% | +3,270,009 | 新進 |
| Fisher Asset Management, LLC | 2,844,255 | $7,415 萬 | 0.04% | +2,429,169+585.2% | 加碼 |
| Ninety One UK Ltd | 2,797,008 | $7,292 萬 | 0.22% | −133,480−4.6% | 減碼 |
| Marshall Wace, LLP | 2,618,143 | $6,825 萬 | 0.13% | +1,092,695+71.6% | 加碼 |
| Alkeon Capital Management LLC | 2,614,733 | $6,817 萬 | 0.45% | −2,884−0.1% | 減碼 |
| Bamco Inc | 2,547,325 | $6,641 萬 | 0.18% | +500,566+24.5% | 加碼 |
| Morgan Stanley | 2,454,567 | $6,399 萬 | 0.01% | +573,339+30.5% | 加碼 |
| Two Sigma Advisers, LP | 2,414,228 | $6,294 萬 | 0.15% | +1,828,900+312.5% | 加碼 |
| Nuveen Asset Management, LLC | 2,386,001 | $6,220 萬 | 0.02% | +742,236+45.2% | 加碼 |
| Truxt Investmentos Ltda. | 2,129,817 | $5,552 萬 | 20.21% | −2,740,552−56.3% | 減碼 |
| Voloridge Investment Management, LLC | 1,990,553 | $5,189 萬 | 0.20% | +483,526+32.1% | 加碼 |
| Sharp Capital Gestora de Recursos Ltda. | 1,950,447 | $5,085 萬 | 26.08% | −1,540,156−44.1% | 減碼 |
| Geode Capital Management, LLC | 1,861,467 | $4,853 萬 | 0.01% | −23,781−1.3% | 減碼 |
| Nordea Investment Management AB | 1,765,035 | $4,619 萬 | 0.06% | −211,446−10.7% | 減碼 |
| Carrhae Capital LLP | 1,661,511 | $4,332 萬 | 8.56% | +1,661,511 | 新進 |
| Man Group plc | 1,518,764 | $3,959 萬 | 0.11% | – | – |
| Jennison Associates LLC | 1,478,071 | $3,853 萬 | 0.03% | −150,418−9.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,278,765 | $3,334 萬 | 0.02% | −462,407−26.6% | 減碼 |
| Wellington Management Group LLP | 1,270,908 | $3,313 萬 | 0.01% | −15,482−1.2% | 減碼 |
| Renaissance Technologies LLC | 1,264,465 | $3,304 萬 | 0.05% | +1,123,990+800.1% | 加碼 |
| HRT Financial LP | 1,262,184 | $3,291 萬 | 0.24% | +1,262,184 | 新進 |
| Compass Group LLC | 1,239,325 | $3,231 萬 | 12.81% | +641,237+107.2% | 加碼 |
| Verde Servicos Internacionais S.A. | 1,232,082 | $3,212 萬 | 12.84% | +1,232,082 | 新進 |
| Absoluto Partners Gestao de Recursos Ltda | 1,065,137 | $2,777 萬 | 15.33% | −378,438−26.2% | 減碼 |
| SEI Investments Co | 1,009,365 | $2,631 萬 | 0.04% | +321,006+46.6% | 加碼 |
| Bank of America Corp | 997,324 | $2,600 萬 | 0.00% | +299,574+42.9% | 加碼 |
| Ameriprise Financial Inc | 984,562 | $2,567 萬 | 0.01% | +960,164+3,935.4% | 加碼 |
| Invesco Ltd. | 966,865 | $2,521 萬 | 0.01% | +438,210+82.9% | 加碼 |
| Banco BTG Pactual S.A. | 928,203 | $2,446 萬 | 5.55% | +474,742+104.7% | 加碼 |
| Wealth High Governance Capital Ltda | 900,000 | $2,346 萬 | 10.10% | +900,000 | 新進 |
| Goldman Sachs Group Inc | 895,713 | $2,335 萬 | 0.01% | +482,709+116.9% | 加碼 |
| Millennium Management LLC | 885,622 | $2,309 萬 | 0.02% | −532,849−37.6% | 減碼 |
| Vanguard Group Inc | 868,008 | $2,263 萬 | 0.00% | +262,200+43.3% | 加碼 |
| Northern Trust Corp | 841,874 | $2,195 萬 | 0.00% | +35,066+4.3% | 加碼 |
| Bessemer Group Inc | 820,185 | $2,138 萬 | 0.04% | −128,895−13.6% | 減碼 |
| JGP Global Gestao de Recursos Ltda. | 713,164 | $1,859 萬 | 18.15% | −413,749−36.7% | 減碼 |
| Sustainable Growth Advisers, LP | 702,538 | $1,832 萬 | 0.08% | +27,108+4.0% | 加碼 |
| California Public Employees Retirement System | 616,703 | $1,608 萬 | 0.01% | +118,415+23.8% | 加碼 |
| Axiom Investors LLC | 594,920 | $1,551 萬 | 0.15% | +594,920 | 新進 |
| Earnest Partners LLC | 564,683 | $1,472 萬 | 0.07% | −4,002−0.7% | 減碼 |
| Sagil Capital LLP | 552,000 | $1,439 萬 | 20.42% | +552,000 | 新進 |
| Cubist Systematic Strategies, LLC | 547,516 | $1,427 萬 | 0.18% | +11,640+2.2% | 加碼 |
| British Columbia Investment Management Corp | 510,000 | $1,330 萬 | 0.11% | +510,000 | 新進 |
| Russell Investments Group, Ltd. | 501,225 | $1,307 萬 | 0.02% | +190,517+61.3% | 加碼 |
| Envestnet Asset Management Inc | 498,611 | $1,300 萬 | 0.01% | −2040.0% | 減碼 |
| Schroder Investment Management Group | 470,769 | $1,227 萬 | 0.02% | +470,769 | 新進 |
| Janney Montgomery Scott LLC | 457,642 | $1,193 萬 | 0.04% | −212,079−31.7% | 減碼 |
| Itau Unibanco Holding S.A. | 451,586 | $1,177 萬 | 0.39% | −58,439−11.5% | 減碼 |
| Bank of Nova Scotia | 440,652 | $1,149 萬 | 0.02% | +440,652 | 新進 |
| Charles Schwab Investment Management Inc | 438,549 | $1,143 萬 | 0.00% | +72,987+20.0% | 加碼 |
| Norges Bank | 437,139 | $1,140 萬 | 0.00% | −239,083−35.4% | 減碼 |
| Franklin Resources Inc | 421,106 | $1,095 萬 | 0.01% | +226,216+116.1% | 加碼 |
| Capital Fund Management S.A. | 407,126 | $1,061 萬 | 0.14% | +327,035+408.3% | 加碼 |
| First Trust Advisors LP | 402,915 | $1,050 萬 | 0.01% | +27,100+7.2% | 加碼 |
| BTG Pactual Global Asset Management Ltd | 399,296 | $1,041 萬 | 6.21% | +174,475+77.6% | 加碼 |
| Susquehanna International Group, LLP | 394,389 | $1,028 萬 | 0.02% | +227,687+136.6% | 加碼 |
| Rhumbline Advisers | 378,119 | $985.8 萬 | 0.01% | −2,270−0.6% | 減碼 |
| Handelsbanken Fonder AB | 361,229 | $941.7 萬 | 0.05% | −1,877−0.5% | 減碼 |
| ExodusPoint Capital Management, LP | 340,993 | $889.0 萬 | 0.11% | +340,993 | 新進 |
| Jane Street Group, LLC | 337,303 | $879.3 萬 | 0.01% | −205,266−37.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 320,250 | $834.9 萬 | 0.17% | −8,637−2.6% | 減碼 |
| Seven Eight Capital, LP | 318,542 | $830.4 萬 | 0.96% | +318,542 | 新進 |
| Legal & General Group Plc | 316,398 | $824.8 萬 | 0.00% | +74,473+30.8% | 加碼 |
| Loomis Sayles & Co L P | 302,772 | $789.3 萬 | 0.01% | −95,963−24.1% | 減碼 |
| Acadian Asset Management LLC | 291,156 | $758.1 萬 | 0.03% | +204,120+234.5% | 加碼 |
| Treasurer of the State of North Carolina | 287,923 | $750.6 萬 | 0.04% | +30,447+11.8% | 加碼 |
| Voya Investment Management LLC | 287,722 | $750.1 萬 | 0.01% | +236,703+464.0% | 加碼 |
| Jarislowsky, Fraser Ltd | 282,418 | $736.3 萬 | 0.04% | +9,280+3.4% | 加碼 |
| New York State Common Retirement Fund | 276,283 | $720.3 萬 | 0.01% | −947−0.3% | 減碼 |
| Citadel Advisors LLC | 272,752 | $711.1 萬 | 0.01% | −800,310−74.6% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 427,660 | $700.1 萬 | 0.10% | +427,660 | 新進 |
| American Century Companies Inc | 258,708 | $674.5 萬 | 0.00% | +53,461+26.0% | 加碼 |
| Penserra Capital Management LLC | 249,131 | $649.3 萬 | 0.12% | +78,490+46.0% | 加碼 |
| Kapitalo Investimentos Ltda | 245,664 | $640.4 萬 | 1.32% | 00.0% | 不變 |
| Alliancebernstein L.P. | 238,713 | $622.3 萬 | 0.00% | −90,756−27.5% | 減碼 |
| Perpetual Ltd | 216,685 | $564.9 萬 | 0.06% | +216,685 | 新進 |
| Hidden Lake Asset Management LP | 206,730 | $538.9 萬 | 5.84% | −232,400−52.9% | 減碼 |
| Qube Research & Technologies Ltd | 200,020 | $521.5 萬 | 0.01% | +200,020 | 新進 |
| Citigroup Inc | 199,850 | $521.0 萬 | 0.01% | +138,450+225.5% | 加碼 |
| INCA Investments LLC | 190,545 | $496.8 萬 | 2.20% | −31,154−14.1% | 減碼 |
| Squarepoint Ops LLC | 185,316 | $483.1 萬 | 0.02% | +185,316 | 新進 |
| Alta Park Capital, LP | 184,628 | $481.3 萬 | 0.49% | −1,017,017−84.6% | 減碼 |