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。
2024 年第 1 季 13F 持有人
XP Inc. 在 2024/3/31 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
- 299
- 較 2023 年第 4 季 −1 家
- 持有股數
- 3.17 億
- 較 2023 年第 4 季 +2,494 萬 (+8.5%)
- 總市值
- $81.3 億
- 較 2023 年第 4 季 +$5.21 億 (+6.8%)
- 新進機構
- 45
- 另有 108 家加碼
- 清倉機構
- 46
- 另有 109 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 132,977 | $341.2 萬 | 0.22% | +132,977 | 新進 |
| Alliancebernstein L.P. | 129,891 | $333.3 萬 | 0.00% | −108,822−45.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 126,381 | $324.3 萬 | 0.01% | +126,381 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $304.2 萬 | 0.01% | 00.0% | 不變 |
| Trexquant Investment LP | 115,206 | $295.6 萬 | 0.06% | −15,547−11.9% | 減碼 |
| SG Americas Securities, LLC | 112,861 | $289.6 萬 | 0.01% | +112,861 | 新進 |
| PDT Partners, LLC | 112,224 | $288.0 萬 | 0.27% | −100.0% | 減碼 |
| Old Well Partners, LLC | 109,900 | $282.0 萬 | 2.51% | +30,500+38.4% | 加碼 |
| Engineers Gate Manager LP | 107,005 | $274.6 萬 | 0.07% | +29,786+38.6% | 加碼 |
| Aquatic Capital Management LLC | 102,500 | $263.0 萬 | 0.09% | +102,500 | 新進 |
| Investidor Profissional Gestao de Recursos Ltda. | 98,515 | $252.8 萬 | 1.87% | +98,515 | 新進 |
| Seven Eight Capital, LP | 97,724 | $250.8 萬 | 0.26% | −220,818−69.3% | 減碼 |
| Deutsche Bank AG | 92,687 | $237.8 萬 | 0.00% | +23,641+34.2% | 加碼 |
| Entropy Technologies, LP | 80,866 | $207.5 萬 | 0.22% | −846−1.0% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 78,939 | $202.6 萬 | 0.53% | +78,939 | 新進 |
| Bayesian Capital Management, LP | 78,900 | $202.5 萬 | 0.19% | +78,900 | 新進 |
| Advisor Group Holdings, Inc. | 78,181 | $200.6 萬 | 0.00% | −15,445−16.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 77,206 | $198.1 萬 | 0.03% | −1,090−1.4% | 減碼 |
| Quantbot Technologies LP | 76,795 | $197.1 萬 | 0.11% | −29,956−28.1% | 減碼 |
| US Bancorp | 74,055 | $190.0 萬 | 0.00% | −4,658−5.9% | 減碼 |
| Capital Fund Management S.A. | 72,857 | $187.0 萬 | 0.02% | −334,269−82.1% | 減碼 |
| Polymer Capital Management (HK) LTD | 71,200 | $182.7 萬 | 0.46% | +71,200 | 新進 |
| Point72 Asset Management, L.P. | 68,800 | $176.5 萬 | 0.01% | −19,000−21.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 68,692 | $176.3 萬 | 0.00% | +68,692 | 新進 |
| Franklin Resources Inc | 68,362 | $175.4 萬 | 0.00% | −352,744−83.8% | 減碼 |
| Stifel Financial Corp | 63,090 | $161.9 萬 | 0.00% | +5,074+8.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 60,000 | $154.0 萬 | 0.01% | +60,000 | 新進 |
| Cloverfields Capital Group, LP | 57,300 | $147.0 萬 | 0.50% | +544+1.0% | 加碼 |
| Atria Investments LLC | 55,064 | $141.3 萬 | 0.02% | −3,826−6.5% | 減碼 |
| Walleye Capital LLC | 52,800 | $135.5 萬 | 0.01% | +52,800 | 新進 |
| Neuberger Berman Group LLC | 52,583 | $134.9 萬 | 0.00% | +7,899+17.7% | 加碼 |
| Brevan Howard Capital Management LP | 48,462 | $124.4 萬 | 0.11% | +24,052+98.5% | 加碼 |
| Fifth Third Bancorp | 47,356 | $121.5 萬 | 0.00% | −607−1.3% | 減碼 |
| PEAK6 Investments LLC | 46,381 | $119.0 萬 | 0.06% | +16,107+53.2% | 加碼 |
| CWA Asset Management Group, LLC | 44,896 | $115.2 萬 | 0.07% | +44,896 | 新進 |
| Nebula Research & Development LLC | 44,857 | $115.1 萬 | 0.25% | +44,857 | 新進 |
| Natixis Advisors, L.P. | 43,641 | $112.0 萬 | 0.00% | −142−0.3% | 減碼 |
| National Bank of Canada | 48,876 | $105.5 萬 | 0.00% | +48,700+27,670.5% | 加碼 |
| Capital Wealth Planning, LLC | 39,629 | $101.7 萬 | 0.01% | +8,092+25.7% | 加碼 |
| STRS Ohio | 38,050 | $97.6 萬 | 0.00% | −389−1.0% | 減碼 |
| Vinland Capital Management Gestora de Recursos LTDA. | 37,900 | $97.2 萬 | 0.81% | +37,900 | 新進 |
| VPR Management LLC | 37,068 | $95.1 萬 | 0.26% | 00.0% | 不變 |
| Marshall Financial Group LLC | 36,648 | $94.0 萬 | 0.27% | +3,179+9.5% | 加碼 |
| Truist Financial Corp | 35,210 | $90.3 萬 | 0.00% | −43,820−55.4% | 減碼 |
| CWM Advisors, LLC | 34,750 | $89.2 萬 | 0.09% | +34,750 | 新進 |
| Mariner, LLC | 34,635 | $88.9 萬 | 0.00% | +927+2.8% | 加碼 |
| Teza Capital Management LLC | 33,612 | $86.2 萬 | 0.11% | +33,612 | 新進 |
| Exchange Traded Concepts, LLC | 32,839 | $84.3 萬 | 0.02% | −75,430−69.7% | 減碼 |
| California State Teachers Retirement System | 32,748 | $84.0 萬 | 0.00% | −20,884−38.9% | 減碼 |
| Davenport & Co LLC | 32,733 | $84.0 萬 | 0.01% | +705+2.2% | 加碼 |
| McKinley Capital Management LLC /Delaware | 32,191 | $82.6 萬 | 0.10% | +566+1.8% | 加碼 |
| Captrust Financial Advisors | 30,824 | $79.1 萬 | 0.00% | −10,376−25.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 30,707 | $78.8 萬 | 0.00% | +30,707 | 新進 |
| Jump Financial, LLC | 30,196 | $77.5 萬 | 0.02% | −29,090−49.1% | 減碼 |
| Cetera Investment Advisers | 29,944 | $76.8 萬 | 0.00% | +8,122+37.2% | 加碼 |
| Wells Fargo & Company | 28,556 | $73.3 萬 | 0.00% | −23,595−45.2% | 減碼 |
| Keybank National Association | 28,110 | $72.1 萬 | 0.00% | −364−1.3% | 減碼 |
| Point72 (DIFC) Ltd | 28,001 | $71.9 萬 | 0.06% | +28,001 | 新進 |
| Principal Financial Group Inc | 27,857 | $71.5 萬 | 0.00% | +5,837+26.5% | 加碼 |
| Toth Financial Advisory Corp | 26,947 | $69.1 萬 | 0.09% | +26,947 | 新進 |
| Legacy Wealth Asset Management, LLC | 26,099 | $67.0 萬 | 0.19% | −2,231−7.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 25,558 | $65.6 萬 | 0.06% | +25,558 | 新進 |
| Barclays PLC | 25,206 | $64.7 萬 | 0.00% | −51,360−67.1% | 減碼 |
| Tandem Capital Management Corp | 24,281 | $62.3 萬 | 0.35% | −780−3.1% | 減碼 |
| Raymond James & Associates | 23,575 | $60.5 萬 | 0.00% | +5,655+31.6% | 加碼 |
| Virtu Financial LLC | 22,756 | $58.4 萬 | 0.04% | +22,756 | 新進 |
| HSBC Holdings PLC | 22,460 | $57.6 萬 | 0.00% | −80,579−78.2% | 減碼 |
| AXS Investments LLC | 22,000 | $56.5 萬 | 0.14% | −8,000−26.7% | 減碼 |
| Maryland State Retirement & Pension System | 26,251 | $56.4 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 21,852 | $56.1 萬 | 0.01% | +1,677+8.3% | 加碼 |
| Thrivent Financial for Lutherans | 21,669 | $55.6 萬 | 0.00% | 00.0% | 不變 |
| Morse Asset Management, Inc | 20,775 | $53.3 萬 | 0.14% | +6,975+50.5% | 加碼 |
| Kestra Advisory Services, LLC | 20,584 | $52.8 萬 | 0.00% | +5,153+33.4% | 加碼 |
| Cresset Asset Management, LLC | 19,802 | $50.8 萬 | 0.00% | +3,450+21.1% | 加碼 |
| Private Advisor Group, LLC | 19,737 | $50.6 萬 | 0.00% | +525+2.7% | 加碼 |
| Danske Bank A/S | 19,700 | $50.6 萬 | 0.00% | +19,700 | 新進 |
| Credit Agricole S A | 22,883 | $48.2 萬 | 0.01% | +12,257+115.3% | 加碼 |
| Amalgamated Bank | 18,460 | $47.4 萬 | 0.00% | −53,589−74.4% | 減碼 |
| Aigen Investment Management, LP | 18,032 | $46.3 萬 | 0.10% | +18,032 | 新進 |
| Utah Retirement Systems | 17,800 | $45.7 萬 | 0.01% | −100−0.6% | 減碼 |
| Harvest Investment Services, LLC | 17,795 | $45.7 萬 | 0.18% | +17,795 | 新進 |
| Mackenzie Financial Corp | 17,788 | $45.6 萬 | 0.00% | −3,573−16.7% | 減碼 |
| Ethic Inc. | 17,777 | $45.6 萬 | 0.01% | +4,035+29.4% | 加碼 |
| Custom Index Systems, LLC | 17,470 | $44.8 萬 | 0.25% | −1,555−8.2% | 減碼 |
| Pitcairn Co | 17,352 | $44.5 萬 | 0.03% | +335+2.0% | 加碼 |
| Prudential Financial Inc | 16,561 | $42.5 萬 | 0.00% | −1,311−7.3% | 減碼 |
| MML Investors Services, LLC | 16,294 | $41.8 萬 | 0.00% | −1,203−6.9% | 減碼 |
| Creative Planning | 15,697 | $40.3 萬 | 0.00% | +3,562+29.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 15,219 | $39.1 萬 | 0.00% | +3,869+34.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 15,214 | $39.0 萬 | 0.00% | +15,214 | 新進 |
| AQR Capital Management LLC | 15,194 | $39.0 萬 | 0.00% | +7,351+93.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 15,165 | $38.9 萬 | 0.01% | +2,528+20.0% | 加碼 |
| Credit Suisse AG | 15,164 | $38.9 萬 | 0.00% | −132,204−89.7% | 減碼 |
| Xponance, Inc. | 14,605 | $37.5 萬 | 0.00% | +106+0.7% | 加碼 |
| Ossiam | 14,399 | $36.9 萬 | 0.01% | −6,838−32.2% | 減碼 |
| Graham Capital Management, L.P. | 14,366 | $36.9 萬 | 0.01% | +14,366 | 新進 |
| Storebrand Asset Management AS | 14,359 | $36.8 萬 | 0.00% | −1,056−6.9% | 減碼 |
| Axq Capital, LP | 13,900 | $35.7 萬 | 0.09% | +2,300+19.8% | 加碼 |
| Outlook Wealth Advisors, LLC | 13,831 | $35.5 萬 | 0.11% | +2,393+20.9% | 加碼 |
| Cerity Partners LLC | 13,505 | $34.7 萬 | 0.00% | +13,505 | 新進 |