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 |
|---|---|---|---|---|---|
| STRS Ohio | 16,161 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 16,152 | $29.0 萬 | 0.08% | +2,603+19.2% | 加碼 |
| Bridgefront Capital, LLC | 15,975 | $28.7 萬 | 0.11% | −23,657−59.7% | 減碼 |
| Assenagon Asset Management S.A. | 15,931 | $28.6 萬 | 0.00% | +15,931 | 新進 |
| La Banque Postale Asset Management SA | 15,223 | $27.3 萬 | 0.00% | +15,223 | 新進 |
| Oppenheimer Asset Management Inc. | 15,217 | $27.3 萬 | 0.00% | −62,987−80.5% | 減碼 |
| Sterling Capital Management LLC | 14,733 | $26.4 萬 | 0.00% | +14,733 | 新進 |
| Standard Life Aberdeen plc | 14,076 | $25.4 萬 | 0.00% | +14,076 | 新進 |
| Alaska Permanent Fund Corp | 13,530 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 13,215 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| LPL Financial LLC | 12,693 | $22.8 萬 | 0.00% | +12,693 | 新進 |
| Baader Bank INC | 12,517 | $22.4 萬 | 0.02% | +17+0.1% | 加碼 |
| Atria Investments LLC | 12,275 | $22.0 萬 | 0.00% | −5,503−31.0% | 減碼 |
| PEAK6 Investments LLC | 12,037 | $21.6 萬 | 0.01% | +12,037 | 新進 |
| Numerai GP LLC | 11,666 | $20.9 萬 | 0.06% | −14,445−55.3% | 減碼 |
| US Bancorp | 11,510 | $20.6 萬 | 0.00% | −68,073−85.5% | 減碼 |
| Guggenheim Capital LLC | 11,320 | $20.3 萬 | 0.00% | +11,320 | 新進 |
| SG Americas Securities, LLC | 11,053 | $19.8 萬 | 0.00% | +11,053 | 新進 |
| Cigna Investments Inc | 10,549 | $19.0 萬 | 0.03% | +10,549 | 新進 |
| Truist Financial Corp | 10,579 | $19.0 萬 | 0.00% | −20,735−66.2% | 減碼 |
| Banco Santander, S.A. | 10,108 | $18.1 萬 | 0.00% | 00.0% | 不變 |
| Hyperion Capital Advisors LP | 10,000 | $17.9 萬 | 0.08% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 10,000 | $17.9 萬 | 0.00% | +10,000 | 新進 |
| State of Wyoming | 9,497 | $17.0 萬 | 0.02% | +8,167+614.1% | 加碼 |
| MetLife Investment Management | 9,022 | $16.2 萬 | 0.00% | −196−2.1% | 減碼 |
| Covestor Ltd | 8,343 | $15.0 萬 | 0.09% | +981+13.3% | 加碼 |
| Quarry LP | 8,307 | $14.9 萬 | 0.05% | +2,817+51.3% | 加碼 |
| Signaturefd, LLC | 7,696 | $13.8 萬 | 0.00% | +1,005+15.0% | 加碼 |
| Storebrand Asset Management AS | 5,202 | $9.33 萬 | 0.00% | −2,446−32.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,018 | $9.00 萬 | 0.00% | −107,593−95.5% | 減碼 |
| Quadrant Capital Group LLC | 4,948 | $8.88 萬 | 0.01% | −1,860−27.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,689 | $8.41 萬 | 0.00% | −1,954−29.4% | 減碼 |
| Principal Securities, Inc. | 3,747 | $6.72 萬 | 0.00% | +559+17.5% | 加碼 |
| Corebridge Financial, Inc. | 3,522 | $6.32 萬 | 0.00% | −116−3.2% | 減碼 |
| Group One Trading, L.P. | 3,350 | $6.01 萬 | 0.00% | +3,350 | 新進 |
| Global Retirement Partners, LLC | 3,214 | $5.77 萬 | 0.00% | +513+19.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,771 | $5.04 萬 | 0.00% | +63+2.3% | 加碼 |
| Lazard Asset Management LLC | 2,813 | $5.00 萬 | 0.00% | +2,813 | 新進 |
| Leonteq Securities AG | 2,586 | $4.64 萬 | 0.01% | −1,016−28.2% | 減碼 |
| Grove Bank & Trust | 2,086 | $3.74 萬 | 0.01% | +180+9.4% | 加碼 |
| Parallel Advisors, LLC | 1,961 | $3.52 萬 | 0.00% | +1,263+180.9% | 加碼 |
| Provida Pension Fund Administrator | 1,858 | $3.33 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,723 | $3.09 萬 | 0.00% | −806−31.9% | 減碼 |
| Smartleaf Asset Management LLC | 1,546 | $2.81 萬 | 0.00% | +682+78.9% | 加碼 |
| Lindbrook Capital, LLC | 1,453 | $2.61 萬 | 0.00% | +283+24.2% | 加碼 |
| GAMMA Investing LLC | 1,423 | $2.55 萬 | 0.00% | +113+8.6% | 加碼 |
| CWM, LLC | 1,168 | $2.10 萬 | 0.00% | +1,021+694.6% | 加碼 |
| GWM Advisors LLC | 1,003 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 927 | $1.66 萬 | 0.00% | −175−15.9% | 減碼 |
| Skopos Labs, Inc. | 895 | $1.61 萬 | 0.01% | +895 | 新進 |
| TD Private Client Wealth LLC | 861 | $1.54 萬 | 0.00% | −2,844−76.8% | 減碼 |
| Ronald Blue Trust, Inc. | 755 | $1.33 萬 | 0.00% | +462+157.7% | 加碼 |
| Quent Capital, LLC | 740 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 636 | $1.14 萬 | 0.00% | +349+121.6% | 加碼 |
| Pinnacle Bancorp, Inc. | 592 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 584 | $1.05 萬 | 0.00% | −803−57.9% | 減碼 |
| Hilltop National Bank | 583 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 534 | $9,580 | 0.00% | +534 | 新進 |
| Fifth Third Bancorp | 376 | $6,745 | 0.00% | −42,999−99.1% | 減碼 |
| Huntington National Bank | 345 | $6,190 | 0.00% | +330+2,200.0% | 加碼 |
| Allworth Financial LP | 230 | $4,126 | 0.00% | +65+39.4% | 加碼 |
| Geneos Wealth Management Inc. | 223 | $4,001 | 0.00% | +223 | 新進 |
| Johnson Financial Group, Inc. | 205 | $3,678 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 204 | $3,660 | 0.00% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 202 | $3,624 | 0.00% | −430−68.0% | 減碼 |
| Umb Bank N A | 168 | $3,014 | 0.00% | −1,377−89.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 158 | $2,835 | 0.00% | −174−52.4% | 減碼 |
| Bryn Mawr Trust Co | 111 | $1,991 | 0.00% | +111 | 新進 |
| National Bank of Canada | 108 | $1,938 | 0.00% | −48,798−99.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 107 | $1,920 | 0.00% | −261−70.9% | 減碼 |
| Activest Wealth Management | 105 | $1,891 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 103 | $1,848 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 86 | $1,543 | 0.00% | +12+16.2% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 83 | $1,483 | 0.00% | +83 | 新進 |
| IFP Advisors, Inc | 78 | $1,399 | 0.00% | −6−7.1% | 減碼 |
| Bell Investment Advisors, Inc | 69 | $1,238 | 0.00% | 00.0% | 不變 |
| Operose Advisors LLC | 61 | $1,094 | 0.00% | 00.0% | 不變 |
| Abich Financial Wealth Management LLC | 59 | $1,058 | 0.00% | −4,150−98.6% | 減碼 |
| Assetmark, Inc | 53 | $951 | 0.00% | −53−50.0% | 減碼 |
| Massmutual Trust Co FSB | 50 | $897 | 0.00% | +37+284.6% | 加碼 |
| MV Capital Management, Inc. | 48 | $862 | 0.00% | +21+77.8% | 加碼 |
| Creekmur Asset Management LLC | 39 | $700 | 0.00% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $685 | 0.00% | −10−20.8% | 減碼 |
| Mather Group, LLC. | 38 | $681 | 0.00% | −868−95.8% | 減碼 |
| Capital Performance Advisors LLP | 15 | $269 | 0.00% | +15 | 新進 |
| SRS Capital Advisors, Inc. | 14 | $252 | 0.00% | +14 | 新進 |
| Rothschild Investment LLC | 10 | $179 | 0.00% | +10 | 新進 |
| JFS Wealth Advisors, LLC | 6 | $108 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 4 | $72 | 0.00% | +4 | 新進 |
| Hollencrest Capital Management | 3 | $54 | 0.00% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 3 | $54 | 0.00% | 00.0% | 不變 |
| CGC Financial Services, LLC | 1 | $18 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 0 | $0 | 0.00% | −354−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,378,290−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −2,228,957−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,289,376−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −424,713−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −311,501−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −309,225−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −174,000−100.0% | 清倉 |