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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 82,979 | $145.9 萬 | 0.00% | +4,798+6.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 82,412 | $145.0 萬 | 0.01% | +82,406+1,373,433.3% | 加碼 |
| Deutsche Bank AG | 81,621 | $143.6 萬 | 0.00% | −11,066−11.9% | 減碼 |
| US Bancorp | 79,583 | $140.0 萬 | 0.00% | +5,528+7.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 78,204 | $137.6 萬 | 0.02% | +998+1.3% | 加碼 |
| Amalgamated Bank | 72,351 | $127.3 萬 | 0.01% | +53,891+291.9% | 加碼 |
| Old Well Partners, LLC | 70,700 | $124.4 萬 | 1.47% | −39,200−35.7% | 減碼 |
| Barclays PLC | 67,076 | $118.0 萬 | 0.00% | +41,870+166.1% | 加碼 |
| Exchange Traded Concepts, LLC | 64,767 | $113.9 萬 | 0.03% | +31,928+97.2% | 加碼 |
| UBS Group AG | 62,697 | $110.3 萬 | 0.00% | −173,914−73.5% | 減碼 |
| Bayesian Capital Management, LP | 58,600 | $103.1 萬 | 0.12% | −20,300−25.7% | 減碼 |
| Cloverfields Capital Group, LP | 57,737 | $101.6 萬 | 0.34% | +437+0.8% | 加碼 |
| Polymer Capital Management (HK) LTD | 57,300 | $100.8 萬 | 0.20% | −13,900−19.5% | 減碼 |
| Point72 Asset Management, L.P. | 56,300 | $99.0 萬 | 0.00% | −12,500−18.2% | 減碼 |
| L2 Asset Management, LLC | 55,358 | $97.4 萬 | 0.29% | +45,730+475.0% | 加碼 |
| Franklin Resources Inc | 49,588 | $87.2 萬 | 0.00% | −18,774−27.5% | 減碼 |
| National Bank of Canada | 48,906 | $82.3 萬 | 0.00% | +30+0.1% | 加碼 |
| Stifel Financial Corp | 44,993 | $79.1 萬 | 0.00% | −18,097−28.7% | 減碼 |
| Fifth Third Bancorp | 43,375 | $76.3 萬 | 0.00% | −3,981−8.4% | 減碼 |
| Neuberger Berman Group LLC | 43,065 | $75.8 萬 | 0.00% | −9,518−18.1% | 減碼 |
| Natixis Advisors, L.P. | 40,916 | $72.0 萬 | 0.00% | −2,725−6.2% | 減碼 |
| Marshall Financial Group LLC | 40,399 | $71.1 萬 | 0.20% | +3,751+10.2% | 加碼 |
| Bridgefront Capital, LLC | 39,632 | $69.7 萬 | 0.29% | +39,632 | 新進 |
| Jump Financial, LLC | 38,168 | $67.1 萬 | 0.01% | +7,972+26.4% | 加碼 |
| VPR Management LLC | 37,068 | $65.2 萬 | 0.24% | 00.0% | 不變 |
| Cetera Investment Advisers | 36,905 | $64.9 萬 | 0.00% | +6,961+23.2% | 加碼 |
| Quantbot Technologies LP | 36,754 | $64.7 萬 | 0.03% | −40,041−52.1% | 減碼 |
| Magnetar Financial LLC | 36,278 | $63.8 萬 | 0.01% | +36,278 | 新進 |
| Maryland State Retirement & Pension System | 31,785 | $55.9 萬 | 0.01% | +5,534+21.1% | 加碼 |
| Truist Financial Corp | 31,314 | $55.1 萬 | 0.00% | −3,896−11.1% | 減碼 |
| Davenport & Co LLC | 30,450 | $53.6 萬 | 0.00% | −2,283−7.0% | 減碼 |
| Principal Financial Group Inc | 30,362 | $53.4 萬 | 0.00% | +2,505+9.0% | 加碼 |
| Mariner, LLC | 29,792 | $52.4 萬 | 0.00% | −4,843−14.0% | 減碼 |
| California State Teachers Retirement System | 29,788 | $52.4 萬 | 0.00% | −2,960−9.0% | 減碼 |
| Captrust Financial Advisors | 29,694 | $52.2 萬 | 0.00% | −1,130−3.7% | 減碼 |
| Wells Fargo & Company | 29,131 | $51.2 萬 | 0.00% | +575+2.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 28,722 | $50.5 萬 | 0.04% | +3,164+12.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 28,653 | $50.4 萬 | 0.00% | −1,101,899−97.5% | 減碼 |
| Oak Thistle LLC | 28,164 | $49.5 萬 | 0.37% | +28,164 | 新進 |
| Legacy Wealth Asset Management, LLC | 27,416 | $48.2 萬 | 0.14% | +1,317+5.0% | 加碼 |
| Keybank National Association | 27,311 | $48.0 萬 | 0.00% | −799−2.8% | 減碼 |
| Numerai GP LLC | 26,111 | $45.9 萬 | 0.17% | +16,046+159.4% | 加碼 |
| Greenland Capital Management LP | 25,913 | $45.6 萬 | 0.10% | +25,913 | 新進 |
| Creative Planning | 25,166 | $44.3 萬 | 0.00% | +9,469+60.3% | 加碼 |
| Park Avenue Securities LLC | 25,008 | $44.0 萬 | 0.01% | +3,156+14.4% | 加碼 |
| Credit Agricole S A | 24,921 | $43.8 萬 | 0.00% | +2,038+8.9% | 加碼 |
| GTS Securities LLC | 24,590 | $43.3 萬 | 0.01% | +24,590 | 新進 |
| Simplex Trading, LLC | 23,561 | $41.4 萬 | 0.01% | +23,561 | 新進 |
| AQR Capital Management LLC | 23,481 | $41.3 萬 | 0.00% | +8,287+54.5% | 加碼 |
| Tandem Capital Management Corp | 23,656 | $40.4 萬 | 0.22% | −625−2.6% | 減碼 |
| Boothbay Fund Management, LLC | 22,674 | $39.9 萬 | 0.01% | +22,674 | 新進 |
| CTC Alternative Strategies, Ltd. | 22,512 | $39.6 萬 | 0.17% | +22,512 | 新進 |
| RSM US Wealth Management LLC | 23,433 | $39.4 萬 | 0.01% | +23,433 | 新進 |
| Utah Retirement Systems | 21,900 | $38.5 萬 | 0.00% | +4,100+23.0% | 加碼 |
| Raymond James & Associates | 21,446 | $37.7 萬 | 0.00% | −2,129−9.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 21,423 | $37.7 萬 | 0.01% | +8,366+64.1% | 加碼 |
| Kestra Advisory Services, LLC | 20,998 | $36.9 萬 | 0.00% | +414+2.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 20,740 | $36.5 萬 | 0.01% | +5,575+36.8% | 加碼 |
| Verde Servicos Internacionais S.A. | 20,000 | $35.2 萬 | 0.16% | −1,117,423−98.2% | 減碼 |
| Private Advisor Group, LLC | 19,342 | $34.0 萬 | 0.00% | −395−2.0% | 減碼 |
| Xponance, Inc. | 19,165 | $33.7 萬 | 0.00% | +4,560+31.2% | 加碼 |
| Cresset Asset Management, LLC | 18,185 | $32.0 萬 | 0.00% | −1,617−8.2% | 減碼 |
| Atria Investments LLC | 17,778 | $31.3 萬 | 0.00% | −37,286−67.7% | 減碼 |
| Impact Partnership Wealth, LLC | 17,535 | $30.8 萬 | 0.08% | +17,535 | 新進 |
| MML Investors Services, LLC | 17,359 | $30.5 萬 | 0.00% | +1,065+6.5% | 加碼 |
| Prudential Financial Inc | 17,318 | $30.5 萬 | 0.00% | +757+4.6% | 加碼 |
| Harvest Investment Services, LLC | 17,210 | $30.3 萬 | 0.12% | −585−3.3% | 減碼 |
| Ethic Inc. | 16,730 | $29.4 萬 | 0.01% | −1,047−5.9% | 減碼 |
| Financial Advocates Investment Management | 16,311 | $28.7 萬 | 0.02% | +6,068+59.2% | 加碼 |
| STRS Ohio | 16,161 | $28.4 萬 | 0.00% | −21,889−57.5% | 減碼 |
| Walleye Capital LLC | 15,000 | $26.4 萬 | 0.00% | −37,800−71.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 14,838 | $26.1 萬 | 0.00% | −381−2.5% | 減碼 |
| Ossiam | 14,754 | $26.0 萬 | 0.00% | +355+2.5% | 加碼 |
| Point72 (DIFC) Ltd | 14,466 | $25.4 萬 | 0.02% | −13,535−48.3% | 減碼 |
| Pitcairn Co | 14,378 | $25.3 萬 | 0.02% | −2,974−17.1% | 減碼 |
| Nebula Research & Development LLC | 14,250 | $25.1 萬 | 0.04% | −30,607−68.2% | 減碼 |
| HSBC Holdings PLC | 14,241 | $24.9 萬 | 0.00% | −8,219−36.6% | 減碼 |
| Cerity Partners LLC | 14,108 | $24.8 萬 | 0.00% | +603+4.5% | 加碼 |
| Synovus Financial Corp | 13,639 | $24.0 萬 | 0.00% | +427+3.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 13,573 | $23.9 萬 | 0.00% | +13,573 | 新進 |
| Outlook Wealth Advisors, LLC | 13,549 | $23.8 萬 | 0.12% | −282−2.0% | 減碼 |
| Applied Finance Capital Management, LLC | 13,215 | $23.2 萬 | 0.01% | +13,215 | 新進 |
| Alaska Permanent Fund Corp | 13,530 | $23.1 萬 | 0.00% | +13,530 | 新進 |
| Caisse de Depot Et Placement du Quebec | 12,900 | $22.7 萬 | 0.00% | +12,900 | 新進 |
| Yorktown Management & Research Co Inc | 12,800 | $22.5 萬 | 0.24% | 00.0% | 不變 |
| Baader Bank INC | 12,500 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Headlands Technologies LLC | 12,053 | $21.2 萬 | 0.02% | +12,053 | 新進 |
| Rockefeller Capital Management L.P. | 11,906 | $20.9 萬 | 0.00% | +11,906 | 新進 |
| Yousif Capital Management, LLC | 11,003 | $19.4 萬 | 0.00% | +48+0.4% | 加碼 |
| Regions Financial Corp | 10,917 | $19.2 萬 | 0.00% | −27−0.2% | 減碼 |
| Banco Santander, S.A. | 10,108 | $17.8 萬 | 0.00% | +10,108 | 新進 |
| Hyperion Capital Advisors LP | 10,000 | $17.6 萬 | 0.08% | +10,000 | 新進 |
| MetLife Investment Management | 9,218 | $16.2 萬 | 0.00% | +1,812+24.5% | 加碼 |
| Storebrand Asset Management AS | 7,648 | $13.5 萬 | 0.00% | −6,711−46.7% | 減碼 |
| Covestor Ltd | 7,362 | $13.0 萬 | 0.08% | +4,562+162.9% | 加碼 |
| Quadrant Capital Group LLC | 6,808 | $12.0 萬 | 0.01% | −959−12.3% | 減碼 |
| Point72 Hong Kong Ltd | 6,748 | $11.9 萬 | 0.01% | +6,748 | 新進 |
| Signaturefd, LLC | 6,691 | $11.8 萬 | 0.00% | −299−4.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,643 | $11.7 萬 | 0.00% | +210+3.3% | 加碼 |
| Quarry LP | 5,490 | $9.66 萬 | 0.04% | +4,556+487.8% | 加碼 |