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 2 季 13F 持有人
XP Inc. 在 2024/6/30 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
- 265
- 較 2024 年第 1 季 −31 家
- 持有股數
- 3.11 億
- 較 2024 年第 1 季 −583.7 萬 (−1.8%)
- 總市值
- $54.7 億
- 較 2024 年第 1 季 −$26.5 億 (−32.7%)
- 新進機構
- 40
- 另有 103 家加碼
- 清倉機構
- 71
- 另有 93 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dodge & Cox | 34,352,845 | $6.04 億 | 0.36% | +4,667,800+15.7% | 加碼 |
| General Atlantic LLC | 29,617,733 | $5.21 億 | 16.38% | 00.0% | 不變 |
| Capital World Investors | 28,746,893 | $5.06 億 | 0.08% | +1,512,384+5.6% | 加碼 |
| Mawer Investment Management Ltd. | 19,522,017 | $3.43 億 | 1.63% | +801,934+4.3% | 加碼 |
| BlackRock Inc. | 17,905,766 | $3.15 億 | 0.01% | +4,095,600+29.7% | 加碼 |
| FMR LLC | 16,461,221 | $2.90 億 | 0.02% | −7,025,383−29.9% | 減碼 |
| Harding Loevner LP | 14,162,007 | $2.49 億 | 1.37% | +1,710,145+13.7% | 加碼 |
| Squadra Investments - Gestao de Recursos Ltda. | 12,303,365 | $2.16 億 | 53.16% | +1,806,690+17.2% | 加碼 |
| Sands Capital Management, LLC | 8,955,234 | $1.58 億 | 0.46% | −750,177−7.7% | 減碼 |
| Canada Pension Plan Investment Board | 8,188,862 | $1.44 億 | 0.14% | −150,000−1.8% | 減碼 |
| Vanguard Group Inc | 6,673,592 | $1.17 億 | 0.00% | +1,622,115+32.1% | 加碼 |
| Schroder Investment Management Group | 6,603,680 | $1.16 億 | 0.13% | −210,694−3.1% | 減碼 |
| Millennium Management LLC | 6,315,457 | $1.11 億 | 0.09% | +4,162,260+193.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 5,378,290 | $9,460 萬 | 0.08% | +6,616+0.1% | 加碼 |
| Wellington Management Group LLP | 4,391,967 | $7,725 萬 | 0.01% | −318,537−6.8% | 減碼 |
| Atmos Capital Gestao de Recursos Ltda. | 4,369,850 | $7,687 萬 | 10.77% | +4,369,850 | 新進 |
| Norges Bank | 4,320,938 | $7,601 萬 | 0.01% | +3,630,044+525.4% | 加碼 |
| State Street Corp | 4,234,776 | $7,449 萬 | 0.00% | +502,835+13.5% | 加碼 |
| Bank of New York Mellon Corp | 4,125,652 | $7,257 萬 | 0.01% | −948,677−18.7% | 減碼 |
| Jane Street Group, LLC | 3,913,349 | $6,884 萬 | 0.07% | −2,256,393−36.6% | 減碼 |
| Marshall Wace, LLP | 3,775,923 | $6,642 萬 | 0.09% | +432,116+12.9% | 加碼 |
| Seafarer Capital Partners, LLC | 3,455,000 | $6,077 萬 | 20.74% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 3,070,854 | $5,402 萬 | 0.08% | +19,363+0.6% | 加碼 |
| Morgan Stanley | 3,021,428 | $5,315 萬 | 0.00% | −1,215,361−28.7% | 減碼 |
| Fisher Asset Management, LLC | 2,711,011 | $4,769 萬 | 0.02% | −179,067−6.2% | 減碼 |
| Alkeon Capital Management LLC | 2,614,733 | $4,599 萬 | 0.24% | 00.0% | 不變 |
| Ninety One UK Ltd | 2,562,670 | $4,508 萬 | 0.12% | −131,412−4.9% | 減碼 |
| Bank of Montreal | 2,228,957 | $4,282 萬 | 0.02% | +2,087,591+1,476.7% | 加碼 |
| Geode Capital Management, LLC | 2,398,635 | $4,219 萬 | 0.00% | +465,103+24.1% | 加碼 |
| Nuveen Asset Management, LLC | 2,331,801 | $4,102 萬 | 0.01% | +45,459+2.0% | 加碼 |
| Sharp Capital Gestora de Recursos Ltda. | 2,256,875 | $3,970 萬 | 20.96% | +114,692+5.4% | 加碼 |
| Voloridge Investment Management, LLC | 2,006,741 | $3,530 萬 | 0.13% | −1,301,672−39.3% | 減碼 |
| Bamco Inc | 1,982,505 | $3,487 萬 | 0.10% | −1,246,093−38.6% | 減碼 |
| Bank of America Corp | 1,976,330 | $3,476 萬 | 0.00% | +1,059,692+115.6% | 加碼 |
| Susquehanna International Group, LLP | 1,702,307 | $2,994 萬 | 0.05% | −279,765−14.1% | 減碼 |
| Nordea Investment Management AB | 1,470,710 | $2,581 萬 | 0.03% | +97,046+7.1% | 加碼 |
| Invesco Ltd. | 1,427,344 | $2,511 萬 | 0.01% | +1,198,618+524.0% | 加碼 |
| INCA Investments LLC | 1,319,150 | $2,320 萬 | 9.81% | +1,082,162+456.6% | 加碼 |
| Qube Research & Technologies Ltd | 1,289,376 | $2,268 萬 | 0.04% | −442,325−25.5% | 減碼 |
| Sustainable Growth Advisers, LP | 1,255,743 | $2,209 萬 | 0.10% | +135,934+12.1% | 加碼 |
| Ameriprise Financial Inc | 1,196,520 | $2,104 萬 | 0.01% | +181,286+17.9% | 加碼 |
| Man Group plc | 1,015,741 | $1,787 萬 | 0.05% | −157,502−13.4% | 減碼 |
| Truxt Investmentos Ltda. | 1,009,715 | $1,776 萬 | 11.30% | −1,327,717−56.8% | 減碼 |
| Armor Advisors, L.L.C. | 905,080 | $1,592 萬 | 12.61% | +905,080 | 新進 |
| Absoluto Partners Gestao de Recursos Ltda | 869,453 | $1,529 萬 | 8.11% | +454,142+109.3% | 加碼 |
| Northern Trust Corp | 824,877 | $1,451 萬 | 0.00% | −805−0.1% | 減碼 |
| Jennison Associates LLC | 821,991 | $1,446 萬 | 0.01% | −2,291,163−73.6% | 減碼 |
| Goldman Sachs Group Inc | 788,660 | $1,387 萬 | 0.00% | −888,698−53.0% | 減碼 |
| California Public Employees Retirement System | 705,662 | $1,241 萬 | 0.01% | +99,574+16.4% | 加碼 |
| SEI Investments Co | 633,843 | $1,115 萬 | 0.02% | −356,720−36.0% | 減碼 |
| Squarepoint Ops LLC | 629,049 | $1,106 萬 | 0.04% | +317,681+102.0% | 加碼 |
| Banco BTG Pactual S.A. | 613,433 | $1,066 萬 | 2.73% | −168,543−21.6% | 減碼 |
| Janney Montgomery Scott LLC | 598,370 | $1,053 萬 | 0.03% | +104,417+21.1% | 加碼 |
| Earnest Partners LLC | 543,212 | $955.5 萬 | 0.04% | −8,463−1.5% | 減碼 |
| Two Sigma Advisers, LP | 513,428 | $903.1 萬 | 0.02% | −1,499,500−74.5% | 減碼 |
| Envestnet Asset Management Inc | 499,544 | $878.7 萬 | 0.00% | −19,537−3.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 491,962 | $865.4 萬 | 0.15% | −563,956−53.4% | 減碼 |
| HRT Financial LP | 424,713 | $747.0 萬 | 0.04% | −210,500−33.1% | 減碼 |
| Handelsbanken Fonder AB | 394,766 | $694.4 萬 | 0.03% | +21,649+5.8% | 加碼 |
| Verition Fund Management LLC | 387,335 | $681.3 萬 | 0.05% | +188,471+94.8% | 加碼 |
| Rhumbline Advisers | 356,882 | $627.8 萬 | 0.01% | +29,133+8.9% | 加碼 |
| UBS Asset Management Americas Inc | 350,704 | $616.9 萬 | 0.00% | −32,640−8.5% | 減碼 |
| Bank of Nova Scotia | 350,147 | $615.9 萬 | 0.01% | −118,005−25.2% | 減碼 |
| Voya Investment Management LLC | 347,296 | $610.9 萬 | 0.01% | −244,646−41.3% | 減碼 |
| Jarislowsky, Fraser Ltd | 344,149 | $605.4 萬 | 0.04% | +59,021+20.7% | 加碼 |
| Legal & General Group Plc | 342,110 | $601.8 萬 | 0.00% | +21,725+6.8% | 加碼 |
| Charles Schwab Investment Management Inc | 330,494 | $581.3 萬 | 0.00% | −62,184−15.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 321,720 | $565.9 萬 | 0.04% | +52,136+19.3% | 加碼 |
| Citigroup Inc | 316,155 | $556.1 萬 | 0.01% | +128,574+68.5% | 加碼 |
| Russell Investments Group, Ltd. | 315,551 | $555.1 萬 | 0.01% | −68,132−17.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 311,501 | $547.9 萬 | 0.30% | +158,267+103.3% | 加碼 |
| ExodusPoint Capital Management, LP | 309,225 | $543.9 萬 | 0.06% | +309,225 | 新進 |
| New York State Common Retirement Fund | 291,347 | $512.5 萬 | 0.01% | +51,975+21.7% | 加碼 |
| American Century Companies Inc | 289,964 | $510.0 萬 | 0.00% | −227,465−44.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 271,296 | $477.2 萬 | 0.01% | +22,100+8.9% | 加碼 |
| Loomis Sayles & Co L P | 264,782 | $465.7 萬 | 0.01% | +74,615+39.2% | 加碼 |
| Kapitalo Investimentos Ltda | 225,664 | $396.9 萬 | 1.19% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 216,010 | $380.0 萬 | 0.02% | −29,650−12.1% | 減碼 |
| JPMorgan Chase & Co | 209,825 | $369.1 萬 | 0.00% | −1,491−0.7% | 減碼 |
| Meritage Portfolio Management | 198,405 | $349.0 萬 | 0.22% | +65,428+49.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 188,867 | $332.2 萬 | 0.01% | +188,867 | 新進 |
| Penserra Capital Management LLC | 188,901 | $332.2 萬 | 0.04% | +16,390+9.5% | 加碼 |
| Teza Capital Management LLC | 179,880 | $316.4 萬 | 0.39% | +146,268+435.2% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 176,192 | $309.9 萬 | 0.25% | +17,746+11.2% | 加碼 |
| LMR Partners LLP | 174,000 | $306.1 萬 | 0.07% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 167,000 | $293.8 萬 | 0.79% | +167,000 | 新進 |
| BTG Pactual Asset Management US LLC | 148,304 | $260.9 萬 | 0.65% | +148,304 | 新進 |
| Capital Fund Management S.A. | 142,688 | $251.0 萬 | 0.03% | +69,831+95.8% | 加碼 |
| Royal Bank of Canada | 141,869 | $249.5 萬 | 0.00% | −7,137−4.8% | 減碼 |
| Alliancebernstein L.P. | 141,697 | $249.2 萬 | 0.00% | +11,806+9.1% | 加碼 |
| Balyasny Asset Management LLC | 139,768 | $245.9 萬 | 0.01% | +139,768 | 新進 |
| First Trust Advisors LP | 124,378 | $218.8 萬 | 0.00% | −342,788−73.4% | 減碼 |
| Walleye Trading LLC | 123,679 | $217.6 萬 | 0.04% | +123,679 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $212.2 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 112,611 | $198.1 萬 | 0.03% | +111,590+10,929.5% | 加碼 |
| Citadel Advisors LLC | 103,915 | $182.8 萬 | 0.00% | −143,605−58.0% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 99,786 | $175.5 萬 | 0.37% | +20,847+26.4% | 加碼 |
| Price T Rowe Associates Inc | 98,385 | $173.1 萬 | 0.00% | −4,537,298−97.9% | 減碼 |
| Atom Investors LP | 93,924 | $165.2 萬 | 0.17% | +93,924 | 新進 |
| State of New Jersey Common Pension Fund D | 93,600 | $164.6 萬 | 0.01% | −32,781−25.9% | 減碼 |