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 |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 1 | $18 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 3 | $53 | 0.00% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 3 | $53 | 0.00% | +3 | 新進 |
| Tyler-Stone Wealth Management | 4 | $70 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 6 | $106 | 0.00% | −12−66.7% | 減碼 |
| Highline Wealth Partners LLC | 12 | $211 | 0.00% | +12 | 新進 |
| Massmutual Trust Co FSB | 13 | $229 | 0.00% | −16−55.2% | 減碼 |
| Huntington National Bank | 15 | $264 | 0.00% | −154−91.1% | 減碼 |
| MV Capital Management, Inc. | 27 | $475 | 0.00% | +27 | 新進 |
| Creekmur Asset Management LLC | 39 | $686 | 0.00% | +39 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $847 | 0.00% | +10+26.3% | 加碼 |
| Operose Advisors LLC | 61 | $1,073 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 67 | $1,179 | 0.00% | +67 | 新進 |
| Opal Wealth Advisors, LLC | 68 | $1,197 | 0.00% | +17+33.3% | 加碼 |
| Bell Investment Advisors, Inc | 69 | $1,214 | 0.00% | −24−25.8% | 減碼 |
| RFP Financial Group LLC | 73 | $1,284 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 74 | $1,302 | 0.00% | +67+957.1% | 加碼 |
| IFP Advisors, Inc | 84 | $1,478 | 0.00% | +34+68.0% | 加碼 |
| SYSTM Wealth Solutions LLC | 96 | $1,689 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 103 | $1,812 | 0.00% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 104 | $1,830 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 105 | $1,854 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 106 | $1,865 | 0.00% | +106 | 新進 |
| Allworth Financial LP | 165 | $2,952 | 0.00% | +20+13.8% | 加碼 |
| Washington Trust Advisors, Inc. | 168 | $2,956 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 147 | $3,000 | 0.00% | −1−0.7% | 減碼 |
| Investors Research Corp | 204 | $3,588 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 205 | $3,606 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 209 | $3,676 | 0.00% | +209 | 新進 |
| Clearstead Advisors, LLC | 234 | $4,117 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 287 | $4,825 | 0.00% | +250+675.7% | 加碼 |
| FinTrust Capital Advisors, LLC | 332 | $5,840 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 330 | $6,000 | 0.00% | +5+1.5% | 加碼 |
| Proequities, Inc. | 354 | $6,226 | 0.00% | −14−3.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 368 | $6,282 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 293 | $7,518 | 0.00% | +220+301.4% | 加碼 |
| Toronto Dominion Bank | 432 | $7,599 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 583 | $1.03 萬 | 0.00% | +36+6.6% | 加碼 |
| Pinnacle Bancorp, Inc. | 592 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 632 | $1.11 萬 | 0.00% | +512+426.7% | 加碼 |
| Parallel Advisors, LLC | 698 | $1.23 萬 | 0.00% | −427−38.0% | 減碼 |
| Quent Capital, LLC | 740 | $1.30 萬 | 0.00% | +740 | 新進 |
| Smartleaf Asset Management LLC | 864 | $1.55 萬 | 0.00% | −265−23.5% | 減碼 |
| GWM Advisors LLC | 1,003 | $1.76 萬 | 0.00% | −14−1.4% | 減碼 |
| Nomura Asset Management Co Ltd | 1,050 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 1,068 | $1.88 萬 | 0.01% | −385−26.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,102 | $1.94 萬 | 0.00% | −67,590−98.4% | 減碼 |
| Lindbrook Capital, LLC | 1,170 | $2.06 萬 | 0.00% | +101+9.4% | 加碼 |
| GAMMA Investing LLC | 1,310 | $2.30 萬 | 0.00% | +847+182.9% | 加碼 |
| Mather Group, LLC. | 906 | $2.32 萬 | 0.00% | −3−0.3% | 減碼 |
| State of Wyoming | 1,330 | $2.34 萬 | 0.00% | +30+2.3% | 加碼 |
| Amundi | 1,398 | $2.35 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,387 | $2.44 萬 | 0.00% | +35+2.6% | 加碼 |
| Umb Bank N A | 1,545 | $2.72 萬 | 0.00% | +214+16.1% | 加碼 |
| Provida Pension Fund Administrator | 1,858 | $3.27 萬 | 0.00% | 00.0% | 不變 |
| Grove Bank & Trust | 1,906 | $3.35 萬 | 0.01% | −288−13.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,529 | $4.33 萬 | 0.00% | +29+1.2% | 加碼 |
| Global Retirement Partners, LLC | 2,701 | $4.75 萬 | 0.00% | +2,701 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,708 | $4.87 萬 | 0.00% | +2,708 | 新進 |
| Principal Securities, Inc. | 3,188 | $5.61 萬 | 0.00% | +661+26.2% | 加碼 |
| Leonteq Securities AG | 3,602 | $6.34 萬 | 0.01% | +3,162+718.6% | 加碼 |
| Corebridge Financial, Inc. | 3,638 | $6.40 萬 | 0.00% | +3,638 | 新進 |
| TD Private Client Wealth LLC | 3,705 | $6.52 萬 | 0.00% | −179−4.6% | 減碼 |
| Toth Financial Advisory Corp | 3,947 | $6.94 萬 | 0.01% | −23,000−85.4% | 減碼 |
| Abich Financial Wealth Management LLC | 4,209 | $7.40 萬 | 0.05% | +4,209 | 新進 |
| Quarry LP | 5,490 | $9.66 萬 | 0.04% | +4,556+487.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,643 | $11.7 萬 | 0.00% | +210+3.3% | 加碼 |
| Signaturefd, LLC | 6,691 | $11.8 萬 | 0.00% | −299−4.3% | 減碼 |
| Point72 Hong Kong Ltd | 6,748 | $11.9 萬 | 0.01% | +6,748 | 新進 |
| Quadrant Capital Group LLC | 6,808 | $12.0 萬 | 0.01% | −959−12.3% | 減碼 |
| Covestor Ltd | 7,362 | $13.0 萬 | 0.08% | +4,562+162.9% | 加碼 |
| Storebrand Asset Management AS | 7,648 | $13.5 萬 | 0.00% | −6,711−46.7% | 減碼 |
| MetLife Investment Management | 9,218 | $16.2 萬 | 0.00% | +1,812+24.5% | 加碼 |
| Hyperion Capital Advisors LP | 10,000 | $17.6 萬 | 0.08% | +10,000 | 新進 |
| Banco Santander, S.A. | 10,108 | $17.8 萬 | 0.00% | +10,108 | 新進 |
| Regions Financial Corp | 10,917 | $19.2 萬 | 0.00% | −27−0.2% | 減碼 |
| Yousif Capital Management, LLC | 11,003 | $19.4 萬 | 0.00% | +48+0.4% | 加碼 |
| Rockefeller Capital Management L.P. | 11,906 | $20.9 萬 | 0.00% | +11,906 | 新進 |
| Headlands Technologies LLC | 12,053 | $21.2 萬 | 0.02% | +12,053 | 新進 |
| Baader Bank INC | 12,500 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 12,800 | $22.5 萬 | 0.24% | 00.0% | 不變 |
| Caisse de Depot Et Placement du Quebec | 12,900 | $22.7 萬 | 0.00% | +12,900 | 新進 |
| Alaska Permanent Fund Corp | 13,530 | $23.1 萬 | 0.00% | +13,530 | 新進 |
| Applied Finance Capital Management, LLC | 13,215 | $23.2 萬 | 0.01% | +13,215 | 新進 |
| Outlook Wealth Advisors, LLC | 13,549 | $23.8 萬 | 0.12% | −282−2.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 13,573 | $23.9 萬 | 0.00% | +13,573 | 新進 |
| Synovus Financial Corp | 13,639 | $24.0 萬 | 0.00% | +427+3.2% | 加碼 |
| Cerity Partners LLC | 14,108 | $24.8 萬 | 0.00% | +603+4.5% | 加碼 |
| HSBC Holdings PLC | 14,241 | $24.9 萬 | 0.00% | −8,219−36.6% | 減碼 |
| Nebula Research & Development LLC | 14,250 | $25.1 萬 | 0.04% | −30,607−68.2% | 減碼 |
| Pitcairn Co | 14,378 | $25.3 萬 | 0.02% | −2,974−17.1% | 減碼 |
| Point72 (DIFC) Ltd | 14,466 | $25.4 萬 | 0.02% | −13,535−48.3% | 減碼 |
| Ossiam | 14,754 | $26.0 萬 | 0.00% | +355+2.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 14,838 | $26.1 萬 | 0.00% | −381−2.5% | 減碼 |
| Walleye Capital LLC | 15,000 | $26.4 萬 | 0.00% | −37,800−71.6% | 減碼 |
| STRS Ohio | 16,161 | $28.4 萬 | 0.00% | −21,889−57.5% | 減碼 |
| Financial Advocates Investment Management | 16,311 | $28.7 萬 | 0.02% | +6,068+59.2% | 加碼 |
| Ethic Inc. | 16,730 | $29.4 萬 | 0.01% | −1,047−5.9% | 減碼 |
| Harvest Investment Services, LLC | 17,210 | $30.3 萬 | 0.12% | −585−3.3% | 減碼 |
| Prudential Financial Inc | 17,318 | $30.5 萬 | 0.00% | +757+4.6% | 加碼 |