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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 17,359 | $30.5 萬 | 0.00% | +1,065+6.5% | 加碼 |
| Impact Partnership Wealth, LLC | 17,535 | $30.8 萬 | 0.08% | +17,535 | 新進 |
| Atria Investments LLC | 17,778 | $31.3 萬 | 0.00% | −37,286−67.7% | 減碼 |
| Cresset Asset Management, LLC | 18,185 | $32.0 萬 | 0.00% | −1,617−8.2% | 減碼 |
| Xponance, Inc. | 19,165 | $33.7 萬 | 0.00% | +4,560+31.2% | 加碼 |
| Private Advisor Group, LLC | 19,342 | $34.0 萬 | 0.00% | −395−2.0% | 減碼 |
| Verde Servicos Internacionais S.A. | 20,000 | $35.2 萬 | 0.16% | −1,117,423−98.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 20,740 | $36.5 萬 | 0.01% | +5,575+36.8% | 加碼 |
| Kestra Advisory Services, LLC | 20,998 | $36.9 萬 | 0.00% | +414+2.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 21,423 | $37.7 萬 | 0.01% | +8,366+64.1% | 加碼 |
| Raymond James & Associates | 21,446 | $37.7 萬 | 0.00% | −2,129−9.0% | 減碼 |
| Utah Retirement Systems | 21,900 | $38.5 萬 | 0.00% | +4,100+23.0% | 加碼 |
| RSM US Wealth Management LLC | 23,433 | $39.4 萬 | 0.01% | +23,433 | 新進 |
| CTC Alternative Strategies, Ltd. | 22,512 | $39.6 萬 | 0.17% | +22,512 | 新進 |
| Boothbay Fund Management, LLC | 22,674 | $39.9 萬 | 0.01% | +22,674 | 新進 |
| Tandem Capital Management Corp | 23,656 | $40.4 萬 | 0.22% | −625−2.6% | 減碼 |
| AQR Capital Management LLC | 23,481 | $41.3 萬 | 0.00% | +8,287+54.5% | 加碼 |
| Simplex Trading, LLC | 23,561 | $41.4 萬 | 0.01% | +23,561 | 新進 |
| GTS Securities LLC | 24,590 | $43.3 萬 | 0.01% | +24,590 | 新進 |
| Credit Agricole S A | 24,921 | $43.8 萬 | 0.00% | +2,038+8.9% | 加碼 |
| Park Avenue Securities LLC | 25,008 | $44.0 萬 | 0.01% | +3,156+14.4% | 加碼 |
| Creative Planning | 25,166 | $44.3 萬 | 0.00% | +9,469+60.3% | 加碼 |
| Greenland Capital Management LP | 25,913 | $45.6 萬 | 0.10% | +25,913 | 新進 |
| Numerai GP LLC | 26,111 | $45.9 萬 | 0.17% | +16,046+159.4% | 加碼 |
| Keybank National Association | 27,311 | $48.0 萬 | 0.00% | −799−2.8% | 減碼 |
| Legacy Wealth Asset Management, LLC | 27,416 | $48.2 萬 | 0.14% | +1,317+5.0% | 加碼 |
| Oak Thistle LLC | 28,164 | $49.5 萬 | 0.37% | +28,164 | 新進 |
| Manufacturers Life Insurance Company, The | 28,653 | $50.4 萬 | 0.00% | −1,101,899−97.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 28,722 | $50.5 萬 | 0.04% | +3,164+12.4% | 加碼 |
| Wells Fargo & Company | 29,131 | $51.2 萬 | 0.00% | +575+2.0% | 加碼 |
| Captrust Financial Advisors | 29,694 | $52.2 萬 | 0.00% | −1,130−3.7% | 減碼 |
| California State Teachers Retirement System | 29,788 | $52.4 萬 | 0.00% | −2,960−9.0% | 減碼 |
| Mariner, LLC | 29,792 | $52.4 萬 | 0.00% | −4,843−14.0% | 減碼 |
| Principal Financial Group Inc | 30,362 | $53.4 萬 | 0.00% | +2,505+9.0% | 加碼 |
| Davenport & Co LLC | 30,450 | $53.6 萬 | 0.00% | −2,283−7.0% | 減碼 |
| Truist Financial Corp | 31,314 | $55.1 萬 | 0.00% | −3,896−11.1% | 減碼 |
| Maryland State Retirement & Pension System | 31,785 | $55.9 萬 | 0.01% | +5,534+21.1% | 加碼 |
| Magnetar Financial LLC | 36,278 | $63.8 萬 | 0.01% | +36,278 | 新進 |
| Quantbot Technologies LP | 36,754 | $64.7 萬 | 0.03% | −40,041−52.1% | 減碼 |
| Cetera Investment Advisers | 36,905 | $64.9 萬 | 0.00% | +6,961+23.2% | 加碼 |
| VPR Management LLC | 37,068 | $65.2 萬 | 0.24% | 00.0% | 不變 |
| Jump Financial, LLC | 38,168 | $67.1 萬 | 0.01% | +7,972+26.4% | 加碼 |
| Bridgefront Capital, LLC | 39,632 | $69.7 萬 | 0.29% | +39,632 | 新進 |
| Marshall Financial Group LLC | 40,399 | $71.1 萬 | 0.20% | +3,751+10.2% | 加碼 |
| Natixis Advisors, L.P. | 40,916 | $72.0 萬 | 0.00% | −2,725−6.2% | 減碼 |
| Neuberger Berman Group LLC | 43,065 | $75.8 萬 | 0.00% | −9,518−18.1% | 減碼 |
| Fifth Third Bancorp | 43,375 | $76.3 萬 | 0.00% | −3,981−8.4% | 減碼 |
| Stifel Financial Corp | 44,993 | $79.1 萬 | 0.00% | −18,097−28.7% | 減碼 |
| National Bank of Canada | 48,906 | $82.3 萬 | 0.00% | +30+0.1% | 加碼 |
| Franklin Resources Inc | 49,588 | $87.2 萬 | 0.00% | −18,774−27.5% | 減碼 |
| L2 Asset Management, LLC | 55,358 | $97.4 萬 | 0.29% | +45,730+475.0% | 加碼 |
| Point72 Asset Management, L.P. | 56,300 | $99.0 萬 | 0.00% | −12,500−18.2% | 減碼 |
| Polymer Capital Management (HK) LTD | 57,300 | $100.8 萬 | 0.20% | −13,900−19.5% | 減碼 |
| Cloverfields Capital Group, LP | 57,737 | $101.6 萬 | 0.34% | +437+0.8% | 加碼 |
| Bayesian Capital Management, LP | 58,600 | $103.1 萬 | 0.12% | −20,300−25.7% | 減碼 |
| UBS Group AG | 62,697 | $110.3 萬 | 0.00% | −173,914−73.5% | 減碼 |
| Exchange Traded Concepts, LLC | 64,767 | $113.9 萬 | 0.03% | +31,928+97.2% | 加碼 |
| Barclays PLC | 67,076 | $118.0 萬 | 0.00% | +41,870+166.1% | 加碼 |
| Old Well Partners, LLC | 70,700 | $124.4 萬 | 1.47% | −39,200−35.7% | 減碼 |
| Amalgamated Bank | 72,351 | $127.3 萬 | 0.01% | +53,891+291.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 78,204 | $137.6 萬 | 0.02% | +998+1.3% | 加碼 |
| US Bancorp | 79,583 | $140.0 萬 | 0.00% | +5,528+7.5% | 加碼 |
| Deutsche Bank AG | 81,621 | $143.6 萬 | 0.00% | −11,066−11.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 82,412 | $145.0 萬 | 0.01% | +82,406+1,373,433.3% | 加碼 |
| Advisor Group Holdings, Inc. | 82,979 | $145.9 萬 | 0.00% | +4,798+6.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 93,600 | $164.6 萬 | 0.01% | −32,781−25.9% | 減碼 |
| Atom Investors LP | 93,924 | $165.2 萬 | 0.17% | +93,924 | 新進 |
| Price T Rowe Associates Inc | 98,385 | $173.1 萬 | 0.00% | −4,537,298−97.9% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 99,786 | $175.5 萬 | 0.37% | +20,847+26.4% | 加碼 |
| Citadel Advisors LLC | 103,915 | $182.8 萬 | 0.00% | −143,605−58.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 112,611 | $198.1 萬 | 0.03% | +111,590+10,929.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 120,635 | $212.2 萬 | 0.01% | 00.0% | 不變 |
| Walleye Trading LLC | 123,679 | $217.6 萬 | 0.04% | +123,679 | 新進 |
| First Trust Advisors LP | 124,378 | $218.8 萬 | 0.00% | −342,788−73.4% | 減碼 |
| Balyasny Asset Management LLC | 139,768 | $245.9 萬 | 0.01% | +139,768 | 新進 |
| Alliancebernstein L.P. | 141,697 | $249.2 萬 | 0.00% | +11,806+9.1% | 加碼 |
| Royal Bank of Canada | 141,869 | $249.5 萬 | 0.00% | −7,137−4.8% | 減碼 |
| Capital Fund Management S.A. | 142,688 | $251.0 萬 | 0.03% | +69,831+95.8% | 加碼 |
| BTG Pactual Asset Management US LLC | 148,304 | $260.9 萬 | 0.65% | +148,304 | 新進 |
| Catalyst Funds Management Pty Ltd | 167,000 | $293.8 萬 | 0.79% | +167,000 | 新進 |
| LMR Partners LLP | 174,000 | $306.1 萬 | 0.07% | 00.0% | 不變 |
| Grandeur Peak Global Advisors, LLC | 176,192 | $309.9 萬 | 0.25% | +17,746+11.2% | 加碼 |
| Teza Capital Management LLC | 179,880 | $316.4 萬 | 0.39% | +146,268+435.2% | 加碼 |
| Penserra Capital Management LLC | 188,901 | $332.2 萬 | 0.04% | +16,390+9.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 188,867 | $332.2 萬 | 0.01% | +188,867 | 新進 |
| Meritage Portfolio Management | 198,405 | $349.0 萬 | 0.22% | +65,428+49.2% | 加碼 |
| JPMorgan Chase & Co | 209,825 | $369.1 萬 | 0.00% | −1,491−0.7% | 減碼 |
| Treasurer of the State of North Carolina | 216,010 | $380.0 萬 | 0.02% | −29,650−12.1% | 減碼 |
| Kapitalo Investimentos Ltda | 225,664 | $396.9 萬 | 1.19% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 264,782 | $465.7 萬 | 0.01% | +74,615+39.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 271,296 | $477.2 萬 | 0.01% | +22,100+8.9% | 加碼 |
| American Century Companies Inc | 289,964 | $510.0 萬 | 0.00% | −227,465−44.0% | 減碼 |
| New York State Common Retirement Fund | 291,347 | $512.5 萬 | 0.01% | +51,975+21.7% | 加碼 |
| ExodusPoint Capital Management, LP | 309,225 | $543.9 萬 | 0.06% | +309,225 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 311,501 | $547.9 萬 | 0.30% | +158,267+103.3% | 加碼 |
| Russell Investments Group, Ltd. | 315,551 | $555.1 萬 | 0.01% | −68,132−17.8% | 減碼 |
| Citigroup Inc | 316,155 | $556.1 萬 | 0.01% | +128,574+68.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 321,720 | $565.9 萬 | 0.04% | +52,136+19.3% | 加碼 |
| Charles Schwab Investment Management Inc | 330,494 | $581.3 萬 | 0.00% | −62,184−15.8% | 減碼 |
| Legal & General Group Plc | 342,110 | $601.8 萬 | 0.00% | +21,725+6.8% | 加碼 |