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 |
|---|---|---|---|---|---|
| Yorktown Management & Research Co Inc | 12,800 | $33.4 萬 | 0.35% | +12,800 | 新進 |
| OneAscent Financial Services LLC | 13,468 | $35.1 萬 | 0.04% | +1,799+15.4% | 加碼 |
| Ethic Inc. | 13,742 | $35.8 萬 | 0.01% | +2,531+22.6% | 加碼 |
| Synovus Financial Corp | 13,795 | $36.0 萬 | 0.01% | −13,846−50.1% | 減碼 |
| Morse Asset Management, Inc | 13,800 | $36.0 萬 | 0.11% | +13,800 | 新進 |
| Xponance, Inc. | 14,499 | $37.8 萬 | 0.00% | −79−0.5% | 減碼 |
| Balyasny Asset Management LLC | 14,722 | $38.4 萬 | 0.00% | +14,722 | 新進 |
| Storebrand Asset Management AS | 15,415 | $40.2 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 15,431 | $40.2 萬 | 0.00% | −1,025−6.2% | 減碼 |
| Turim 21 Investimentos Ltda. | 15,916 | $41.5 萬 | 0.13% | +15,916 | 新進 |
| Cresset Asset Management, LLC | 16,352 | $42.6 萬 | 0.00% | −1,834−10.1% | 減碼 |
| Dynamic Technology Lab Private Ltd | 16,608 | $43.3 萬 | 0.05% | +16,608 | 新進 |
| Pitcairn Co | 17,017 | $44.4 萬 | 0.03% | +4,143+32.2% | 加碼 |
| Simplex Trading, LLC | 17,217 | $44.8 萬 | 0.01% | +17,217 | 新進 |
| MML Investors Services, LLC | 17,497 | $45.6 萬 | 0.00% | −22−0.1% | 減碼 |
| Prudential Financial Inc | 17,872 | $46.6 萬 | 0.00% | +399+2.3% | 加碼 |
| Utah Retirement Systems | 17,900 | $46.7 萬 | 0.01% | −200−1.1% | 減碼 |
| Raymond James & Associates | 17,920 | $46.7 萬 | 0.00% | −3,210−15.2% | 減碼 |
| Cutler Group LP | 18,366 | $47.8 萬 | 0.07% | +14,689+399.5% | 加碼 |
| Custom Index Systems, LLC | 19,025 | $49.6 萬 | 0.31% | +19,025 | 新進 |
| Private Advisor Group, LLC | 19,212 | $50.1 萬 | 0.00% | +140+0.7% | 加碼 |
| Verition Fund Management LLC | 19,692 | $51.3 萬 | 0.01% | +19,692 | 新進 |
| Capital CS Group, LLC | 19,760 | $51.5 萬 | 0.57% | +19,760 | 新進 |
| Park Avenue Securities LLC | 20,175 | $52.6 萬 | 0.01% | +1,272+6.7% | 加碼 |
| Centiva Capital, LP | 20,704 | $54.0 萬 | 0.03% | −22,442−52.0% | 減碼 |
| Qsemble Capital Management, LP | 20,731 | $54.0 萬 | 0.14% | +1,831+9.7% | 加碼 |
| JPMorgan Chase & Co | 21,164 | $55.2 萬 | 0.00% | −31,891−60.1% | 減碼 |
| Ossiam | 21,237 | $55.4 萬 | 0.01% | +2,439+13.0% | 加碼 |
| Mackenzie Financial Corp | 21,361 | $55.7 萬 | 0.00% | +1,062+5.2% | 加碼 |
| Thrivent Financial for Lutherans | 21,669 | $56.5 萬 | 0.00% | +21,669 | 新進 |
| Cetera Investment Advisers | 21,822 | $56.9 萬 | 0.00% | +3,536+19.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 22,000 | $57.4 萬 | 0.00% | −1,234,344−98.2% | 減碼 |
| Principal Financial Group Inc | 22,020 | $57.4 萬 | 0.00% | −10,689−32.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 22,089 | $57.6 萬 | 0.01% | +22,089 | 新進 |
| Two Sigma Securities, LLC | 22,347 | $58.3 萬 | 0.03% | +11,205+100.6% | 加碼 |
| Brevan Howard Capital Management LP | 24,410 | $63.6 萬 | 0.06% | +24,410 | 新進 |
| Tandem Capital Management Corp | 25,061 | $65.3 萬 | 0.41% | −60−0.2% | 減碼 |
| Maryland State Retirement & Pension System | 26,251 | $68.4 萬 | 0.01% | 00.0% | 不變 |
| Oak Thistle LLC | 27,036 | $70.5 萬 | 0.20% | +4,967+22.5% | 加碼 |
| Legacy Wealth Asset Management, LLC | 28,330 | $73.9 萬 | 0.24% | −847−2.9% | 減碼 |
| Keybank National Association | 28,474 | $74.2 萬 | 0.00% | −343−1.2% | 減碼 |
| Federated Hermes, Inc. | 29,645 | $77.3 萬 | 0.00% | −40,755−57.9% | 減碼 |
| AXS Investments LLC | 30,000 | $78.2 萬 | 0.19% | +30,000 | 新進 |
| PEAK6 Investments LLC | 30,274 | $78.9 萬 | 0.03% | +3,725+14.0% | 加碼 |
| CenterBook Partners LP | 30,413 | $79.3 萬 | 0.10% | +30,413 | 新進 |
| Capital Wealth Planning, LLC | 31,537 | $82.2 萬 | 0.01% | +31,537 | 新進 |
| GTS Securities LLC | 31,565 | $82.3 萬 | 0.02% | +31,565 | 新進 |
| McKinley Capital Management LLC /Delaware | 31,625 | $82.4 萬 | 0.11% | +31,625 | 新進 |
| Davenport & Co LLC | 32,028 | $83.5 萬 | 0.01% | −1,410−4.2% | 減碼 |
| Tudor Investment Corp Et Al | 32,165 | $83.9 萬 | 0.01% | +825+2.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 33,000 | $86.0 萬 | 0.01% | +33,000 | 新進 |
| Marshall Financial Group LLC | 33,469 | $87.3 萬 | 0.28% | −17,279−34.0% | 減碼 |
| Mariner, LLC | 33,708 | $87.9 萬 | 0.00% | −3,178−8.6% | 減碼 |
| Group One Trading, L.P. | 33,856 | $88.3 萬 | 0.03% | +33,856 | 新進 |
| Assenagon Asset Management S.A. | 36,987 | $96.4 萬 | 0.00% | +36,987 | 新進 |
| VPR Management LLC | 37,068 | $96.6 萬 | 0.25% | +13,000+54.0% | 加碼 |
| STRS Ohio | 38,439 | $100.2 萬 | 0.00% | +3,029+8.6% | 加碼 |
| Bank of Montreal | 37,284 | $100.4 萬 | 0.00% | −1,891−4.8% | 減碼 |
| Captrust Financial Advisors | 41,200 | $107.4 萬 | 0.00% | +7,357+21.7% | 加碼 |
| Natixis Advisors, L.P. | 43,783 | $114.0 萬 | 0.00% | −1,577−3.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 44,000 | $114.7 萬 | 0.00% | +44,000 | 新進 |
| Neuberger Berman Group LLC | 44,684 | $116.5 萬 | 0.00% | +4,810+12.1% | 加碼 |
| AnglePoint Asset Management Ltd | 45,600 | $118.9 萬 | 1.50% | +45,600 | 新進 |
| Gsa Capital Partners LLP | 45,683 | $119.1 萬 | 0.10% | +13,267+40.9% | 加碼 |
| Fifth Third Bancorp | 47,963 | $125.0 萬 | 0.01% | −1,685−3.4% | 減碼 |
| Point72 Middle East FZE | 51,504 | $134.3 萬 | 0.09% | +51,504 | 新進 |
| Wells Fargo & Company | 52,151 | $136.0 萬 | 0.00% | +28,649+121.9% | 加碼 |
| California State Teachers Retirement System | 53,632 | $139.8 萬 | 0.00% | −20,336−27.5% | 減碼 |
| Amundi | 58,937 | $147.0 萬 | 0.00% | +57,842+5,282.4% | 加碼 |
| Cloverfields Capital Group, LP | 56,756 | $148.0 萬 | 0.58% | +112+0.2% | 加碼 |
| Stifel Financial Corp | 58,016 | $151.2 萬 | 0.00% | +17,481+43.1% | 加碼 |
| Atria Investments LLC | 58,890 | $153.5 萬 | 0.02% | −1,178−2.0% | 減碼 |
| Jump Financial, LLC | 59,286 | $154.6 萬 | 0.05% | +45,389+326.6% | 加碼 |
| Deutsche Bank AG | 69,046 | $180.0 萬 | 0.00% | −3,738−5.1% | 減碼 |
| Nisa Investment Advisors, LLC | 69,133 | $180.2 萬 | 0.01% | +4,281+6.6% | 加碼 |
| Amalgamated Bank | 72,049 | $187.8 萬 | 0.01% | +17,157+31.3% | 加碼 |
| Barclays PLC | 76,566 | $199.6 萬 | 0.00% | +31,409+69.6% | 加碼 |
| UBS Group AG | 76,806 | $200.2 萬 | 0.00% | −132,638−63.3% | 減碼 |
| Engineers Gate Manager LP | 77,219 | $201.3 萬 | 0.06% | −112,211−59.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 78,296 | $204.1 萬 | 0.03% | −3,204−3.9% | 減碼 |
| US Bancorp | 78,713 | $205.2 萬 | 0.00% | −3,116−3.8% | 減碼 |
| Truist Financial Corp | 79,030 | $206.0 萬 | 0.00% | −30,047−27.5% | 減碼 |
| Old Well Partners, LLC | 79,400 | $207.0 萬 | 1.93% | −42,400−34.8% | 減碼 |
| Entropy Technologies, LP | 81,712 | $213.0 萬 | 0.39% | +81,712 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 83,917 | $218.8 萬 | 0.20% | +83,917 | 新進 |
| Point72 Asset Management, L.P. | 87,800 | $228.9 萬 | 0.01% | +56,000+176.1% | 加碼 |
| Advisor Group Holdings, Inc. | 93,626 | $244.1 萬 | 0.00% | −7,745−7.6% | 減碼 |
| HSBC Holdings PLC | 103,039 | $270.1 萬 | 0.00% | +86,182+511.3% | 加碼 |
| Quantbot Technologies LP | 106,751 | $278.3 萬 | 0.16% | +90,809+569.6% | 加碼 |
| Numerai GP LLC | 107,979 | $281.5 萬 | 1.00% | −75,013−41.0% | 減碼 |
| Exchange Traded Concepts, LLC | 108,269 | $282.3 萬 | 0.08% | +78,947+269.2% | 加碼 |
| PDT Partners, LLC | 112,234 | $292.6 萬 | 0.32% | −84,178−42.9% | 減碼 |
| Royal Bank of Canada | 116,121 | $302.6 萬 | 0.00% | −9,856−7.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $314.6 萬 | 0.01% | 00.0% | 不變 |
| Trexquant Investment LP | 130,753 | $340.9 萬 | 0.08% | −142,869−52.2% | 減碼 |
| Discovery Capital Management, LLC | 135,100 | $352.2 萬 | 0.53% | +135,100 | 新進 |
| Credit Suisse AG | 147,368 | $384.2 萬 | 0.00% | +35,818+32.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 153,800 | $401.0 萬 | 0.01% | +58,110+60.7% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 158,446 | $413.1 萬 | 0.29% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 161,051 | $419.9 萬 | 0.01% | +135,665+534.4% | 加碼 |