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 3 季 13F 持有人
XP Inc. 在 2024/9/30 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
- 292
- 較 2024 年第 2 季 +29 家
- 持有股數
- 3.46 億
- 較 2024 年第 2 季 +5,293 萬 (+18.1%)
- 總市值
- $62.1 億
- 較 2024 年第 2 季 +$10.5 億 (+20.3%)
- 新進機構
- 79
- 另有 100 家加碼
- 清倉機構
- 50
- 另有 83 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 43,470,134 | $7.80 億 | 0.02% | +43,470,134 | 新進 |
| Dodge & Cox | 34,861,745 | $6.25 億 | 0.35% | +508,900+1.5% | 加碼 |
| Capital World Investors | 30,606,282 | $5.49 億 | 0.09% | +1,859,389+6.5% | 加碼 |
| General Atlantic LLC | 29,617,733 | $5.31 億 | 15.11% | 00.0% | 不變 |
| Mawer Investment Management Ltd. | 26,234,383 | $4.71 億 | 2.14% | +6,712,366+34.4% | 加碼 |
| Squadra Investments - Gestao de Recursos Ltda. | 12,082,836 | $2.17 億 | 57.41% | −220,529−1.8% | 減碼 |
| FMR LLC | 10,590,681 | $1.90 億 | 0.01% | −5,870,540−35.7% | 減碼 |
| FIL Ltd | 9,889,772 | $1.77 億 | 0.16% | +9,889,772 | 新進 |
| Vanguard Group Inc | 9,098,981 | $1.63 億 | 0.00% | +2,425,389+36.3% | 加碼 |
| State Street Corp | 8,768,675 | $1.57 億 | 0.01% | +4,533,899+107.1% | 加碼 |
| Sands Capital Management, LLC | 8,705,724 | $1.56 億 | 0.47% | −249,510−2.8% | 減碼 |
| Canada Pension Plan Investment Board | 8,324,262 | $1.49 億 | 0.14% | +135,400+1.7% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 7,101,111 | $1.27 億 | 18.19% | +2,731,261+62.5% | 加碼 |
| Bank of America Corp | 5,110,306 | $9,168 萬 | 0.01% | +3,133,976+158.6% | 加碼 |
| Norges Bank | 4,899,158 | $8,789 萬 | 0.01% | +578,220+13.4% | 加碼 |
| Marshall Wace, LLP | 4,513,027 | $8,096 萬 | 0.11% | +737,104+19.5% | 加碼 |
| Fisher Asset Management, LLC | 4,461,267 | $8,004 萬 | 0.03% | +1,750,256+64.6% | 加碼 |
| Geode Capital Management, LLC | 4,397,967 | $7,857 萬 | 0.01% | +1,999,332+83.4% | 加碼 |
| Bank of New York Mellon Corp | 4,366,556 | $7,834 萬 | 0.01% | +240,904+5.8% | 加碼 |
| Morgan Stanley | 4,331,854 | $7,771 萬 | 0.01% | +1,310,426+43.4% | 加碼 |
| Wellington Management Group LLP | 4,330,839 | $7,770 萬 | 0.01% | −61,128−1.4% | 減碼 |
| Seafarer Capital Partners, LLC | 3,605,000 | $6,467 萬 | 18.50% | +150,000+4.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,192,121 | $5,727 萬 | 0.07% | +121,267+3.9% | 加碼 |
| Alkeon Capital Management LLC | 2,612,443 | $4,687 萬 | 0.26% | −2,290−0.1% | 減碼 |
| Ninety One UK Ltd | 2,534,435 | $4,547 萬 | 0.12% | −28,235−1.1% | 減碼 |
| Millennium Management LLC | 2,532,408 | $4,543 萬 | 0.04% | −3,783,049−59.9% | 減碼 |
| JPMorgan Chase & Co | 2,526,214 | $4,532 萬 | 0.00% | +2,316,389+1,104.0% | 加碼 |
| Legal & General Group Plc | 2,386,144 | $4,281 萬 | 0.01% | +2,044,034+597.5% | 加碼 |
| Nuveen Asset Management, LLC | 2,310,110 | $4,144 萬 | 0.01% | −21,691−0.9% | 減碼 |
| Sharp Capital Gestora de Recursos Ltda. | 2,210,874 | $3,966 萬 | 33.56% | −46,001−2.0% | 減碼 |
| Citigroup Inc | 2,102,177 | $3,771 萬 | 0.03% | +1,786,022+564.9% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 1,739,138 | $3,120 萬 | 23.45% | +869,685+100.0% | 加碼 |
| UBS Asset Management Americas Inc | 1,697,264 | $3,045 萬 | 0.01% | +1,346,560+384.0% | 加碼 |
| Bamco Inc | 1,622,997 | $2,912 萬 | 0.08% | −359,508−18.1% | 減碼 |
| Voloridge Investment Management, LLC | 1,598,969 | $2,869 萬 | 0.10% | −407,772−20.3% | 減碼 |
| Goldman Sachs Group Inc | 1,597,912 | $2,867 萬 | 0.01% | +809,252+102.6% | 加碼 |
| Jennison Associates LLC | 1,509,578 | $2,708 萬 | 0.02% | +687,587+83.6% | 加碼 |
| Truxt Investmentos Ltda. | 1,378,658 | $2,473 萬 | 16.64% | +368,943+36.5% | 加碼 |
| Man Group plc | 1,328,460 | $2,383 萬 | 0.07% | +312,719+30.8% | 加碼 |
| INCA Investments LLC | 1,319,150 | $2,367 萬 | 10.10% | 00.0% | 不變 |
| Ameriprise Financial Inc | 1,218,951 | $2,140 萬 | 0.01% | +22,431+1.9% | 加碼 |
| Northern Trust Corp | 1,058,364 | $1,899 萬 | 0.00% | +233,487+28.3% | 加碼 |
| Twinbeech Capital LP | 1,043,342 | $1,872 萬 | 0.36% | +1,043,342 | 新進 |
| Nordea Investment Management AB | 997,876 | $1,804 萬 | 0.02% | −472,834−32.2% | 減碼 |
| Swiss National Bank | 842,464 | $1,511 萬 | 0.01% | +842,464 | 新進 |
| Manufacturers Life Insurance Company, The | 837,603 | $1,503 萬 | 0.01% | +808,950+2,823.3% | 加碼 |
| Armor Advisors, L.L.C. | 815,760 | $1,463 萬 | 12.16% | −89,320−9.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 787,651 | $1,413 萬 | 0.01% | +787,651 | 新進 |
| British Columbia Investment Management Corp | 784,900 | $1,408 萬 | 0.08% | +784,900 | 新進 |
| California Public Employees Retirement System | 745,868 | $1,338 萬 | 0.01% | +40,206+5.7% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 734,861 | $1,318 萬 | 1.76% | +734,861 | 新進 |
| Janney Montgomery Scott LLC | 654,557 | $1,174 萬 | 0.03% | +56,187+9.4% | 加碼 |
| Itau Unibanco Holding S.A. | 583,671 | $1,047 萬 | 0.34% | +583,671 | 新進 |
| Trexquant Investment LP | 566,370 | $1,016 萬 | 0.13% | +566,370 | 新進 |
| SEI Investments Co | 560,747 | $1,006 萬 | 0.01% | −73,096−11.5% | 減碼 |
| Fourth Sail Capital LP | 558,900 | $1,003 萬 | 2.52% | +558,900 | 新進 |
| Sustainable Growth Advisers, LP | 549,954 | $986.6 萬 | 0.04% | −705,789−56.2% | 減碼 |
| Earnest Partners LLC | 536,104 | $961.8 萬 | 0.04% | −7,108−1.3% | 減碼 |
| Oaktree Capital Management LP大師橡樹資本 | 510,764 | $916.3 萬 | 0.15% | +510,764 | 新進 |
| Cubist Systematic Strategies, LLC | 497,452 | $892.4 萬 | 0.14% | +5,490+1.1% | 加碼 |
| Deutsche Bank AG | 476,251 | $854.4 萬 | 0.00% | +394,630+483.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 476,147 | $854.2 萬 | 0.02% | +204,851+75.5% | 加碼 |
| Amundi | 460,186 | $813.1 萬 | 0.00% | +458,788+32,817.5% | 加碼 |
| Russell Investments Group, Ltd. | 420,565 | $754.5 萬 | 0.01% | +105,014+33.3% | 加碼 |
| Rhumbline Advisers | 414,420 | $743.5 萬 | 0.01% | +57,538+16.1% | 加碼 |
| Jarislowsky, Fraser Ltd | 376,523 | $675.5 萬 | 0.04% | +32,374+9.4% | 加碼 |
| Invesco Ltd. | 364,438 | $653.8 萬 | 0.00% | −1,062,906−74.5% | 減碼 |
| Engineers Gate Manager LP | 342,652 | $614.7 萬 | 0.12% | +342,652 | 新進 |
| Voya Investment Management LLC | 332,053 | $595.7 萬 | 0.01% | −15,243−4.4% | 減碼 |
| Public Sector Pension Investment Board | 316,900 | $568.5 萬 | 0.03% | +316,900 | 新進 |
| Acadian Asset Management LLC | 316,132 | $566.8 萬 | 0.02% | +316,132 | 新進 |
| Handelsbanken Fonder AB | 313,731 | $562.8 萬 | 0.02% | −81,035−20.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 301,105 | $540.2 萬 | 0.01% | +301,105 | 新進 |
| Pictet Asset Management Holding SA | 269,379 | $483.3 萬 | 0.01% | +269,379 | 新進 |
| Loomis Sayles & Co L P | 264,782 | $475.0 萬 | 0.01% | 00.0% | 不變 |
| New York State Common Retirement Fund | 249,347 | $447.3 萬 | 0.01% | −42,000−14.4% | 減碼 |
| Charles Schwab Investment Management Inc | 248,893 | $446.5 萬 | 0.00% | −81,601−24.7% | 減碼 |
| Aviva PLC | 246,900 | $442.9 萬 | 0.01% | +246,900 | 新進 |
| Envestnet Asset Management Inc | 238,896 | $428.6 萬 | 0.00% | −260,648−52.2% | 減碼 |
| UBS Group AG | 231,388 | $415.1 萬 | 0.00% | +168,691+269.1% | 加碼 |
| Kapitalo Investimentos Ltda | 225,664 | $404.8 萬 | 0.99% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 224,016 | $401.9 萬 | 0.02% | +8,006+3.7% | 加碼 |
| Sagil Capital LLP | 215,000 | $385.7 萬 | 3.93% | +215,000 | 新進 |
| Absolute Gestao de Investimentos Ltda. | 213,892 | $383.7 萬 | 1.30% | +213,892 | 新進 |
| Natixis | 212,396 | $381.0 萬 | 0.02% | +212,396 | 新進 |
| Schroder Investment Management Group | 200,225 | $359.2 萬 | 0.00% | −6,403,455−97.0% | 減碼 |
| Meritage Portfolio Management | 189,864 | $340.6 萬 | 0.21% | −8,541−4.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 188,867 | $338.8 萬 | 0.01% | 00.0% | 不變 |
| Barings LLC | 180,900 | $324.5 萬 | 0.08% | +180,900 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 178,852 | $320.9 萬 | 0.01% | +58,217+48.3% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 176,192 | $316.1 萬 | 0.26% | 00.0% | 不變 |
| Penserra Capital Management LLC | 174,396 | $312.8 萬 | 0.07% | −14,505−7.7% | 減碼 |
| Public Employees Retirement System of Ohio | 173,630 | $311.5 萬 | 0.01% | +173,630 | 新進 |
| Bank of Nova Scotia | 168,152 | $301.7 萬 | 0.01% | −181,995−52.0% | 減碼 |
| Jane Street Group, LLC | 155,247 | $278.5 萬 | 0.00% | −3,758,102−96.0% | 減碼 |
| First Trust Advisors LP | 149,425 | $268.1 萬 | 0.00% | +25,047+20.1% | 加碼 |
| Harding Loevner LP | 148,706 | $266.8 萬 | 0.02% | −14,013,301−98.9% | 減碼 |
| Alliancebernstein L.P. | 143,979 | $258.3 萬 | 0.00% | +2,282+1.6% | 加碼 |
| Korea Investment CORP | 139,000 | $249.4 萬 | 0.01% | +139,000 | 新進 |
| Point72 Asset Management, L.P. | 135,070 | $242.3 萬 | 0.01% | +78,770+139.9% | 加碼 |