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。
2025 年第 1 季 13F 持有人
XP Inc. 在 2025/3/31 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
- 296
- 較 2024 年第 4 季 +4 家
- 持有股數
- 3.40 億
- 較 2024 年第 4 季 −684.8 萬 (−2.0%)
- 總市值
- $46.8 億
- 較 2024 年第 4 季 +$5.63 億 (+13.7%)
- 新進機構
- 58
- 另有 127 家加碼
- 清倉機構
- 54
- 另有 81 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dodge & Cox | 42,537,845 | $5.85 億 | 0.33% | −615,400−1.4% | 減碼 |
| BlackRock, Inc. | 41,065,213 | $5.65 億 | 0.01% | −4,113,794−9.1% | 減碼 |
| Capital World Investors | 39,691,272 | $5.46 億 | 0.09% | +10,421,768+35.6% | 加碼 |
| General Atlantic LLC | 29,617,733 | $4.07 億 | 13.67% | 00.0% | 不變 |
| Mawer Investment Management Ltd. | 24,589,426 | $3.38 億 | 1.63% | −12,090,798−33.0% | 減碼 |
| State Street Corp | 9,571,046 | $1.32 億 | 0.01% | −42,549−0.4% | 減碼 |
| Squadra Investments - Gestao de Recursos Ltda. | 9,252,142 | $1.27 億 | 46.72% | +1,634,246+21.5% | 加碼 |
| Atmos Capital Gestao de Recursos Ltda. | 8,941,951 | $1.23 億 | 25.83% | +1,505,922+20.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 7,974,293 | $1.10 億 | 0.09% | −1,238,786−13.4% | 減碼 |
| Wellington Management Group LLP | 5,993,854 | $8,242 萬 | 0.02% | +2,267,673+60.9% | 加碼 |
| Vanguard Group Inc | 5,267,865 | $7,243 萬 | 0.00% | −4,390,330−45.5% | 減碼 |
| Norges Bank | 4,952,727 | $6,810 萬 | 0.01% | −40,131−0.8% | 減碼 |
| Geode Capital Management, LLC | 4,574,535 | $6,263 萬 | 0.00% | +81,072+1.8% | 加碼 |
| Morgan Stanley | 4,417,896 | $6,075 萬 | 0.00% | −1,581,192−26.4% | 減碼 |
| Canada Pension Plan Investment Board | 4,405,487 | $6,058 萬 | 0.06% | −1,223,585−21.7% | 減碼 |
| Seafarer Capital Partners, LLC | 4,071,000 | $5,998 萬 | 19.43% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 4,169,263 | $5,733 萬 | 0.02% | −237,628−5.4% | 減碼 |
| FMR LLC | 3,202,466 | $4,403 萬 | 0.00% | −4,830,757−60.1% | 減碼 |
| Franklin Resources Inc | 3,142,413 | $4,321 萬 | 0.01% | +3,179+0.1% | 加碼 |
| Jennison Associates LLC | 2,871,449 | $3,948 萬 | 0.03% | +2,871,449 | 新進 |
| Legal & General Group Plc | 2,734,634 | $3,760 萬 | 0.01% | +76,567+2.9% | 加碼 |
| Northern Trust Corp | 2,655,067 | $3,651 萬 | 0.01% | +202,190+8.2% | 加碼 |
| UBS Asset Management Americas Inc | 2,629,575 | $3,616 萬 | 0.01% | +236,474+9.9% | 加碼 |
| Bank of America Corp | 2,606,892 | $3,584 萬 | 0.00% | +467,877+21.9% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 2,497,615 | $3,434 萬 | 4.44% | +2,497,615 | 新進 |
| Voloridge Investment Management, LLC | 2,414,763 | $3,320 萬 | 0.12% | −1,321,539−35.4% | 減碼 |
| Citadel Advisors LLC | 2,401,459 | $3,302 萬 | 0.03% | +1,180,672+96.7% | 加碼 |
| SG Americas Securities, LLC | 2,367,555 | $3,255 萬 | 0.11% | +2,336,665+7,564.5% | 加碼 |
| Millennium Management LLC | 2,253,313 | $3,098 萬 | 0.03% | +1,729,624+330.3% | 加碼 |
| Assenagon Asset Management S.A. | 2,148,357 | $2,954 萬 | 0.05% | +2,134,033+14,898.3% | 加碼 |
| Ninety One UK Ltd | 2,060,202 | $2,833 萬 | 0.08% | −1,002,346−32.7% | 減碼 |
| Man Group plc | 1,911,354 | $2,628 萬 | 0.08% | +1,494,279+358.3% | 加碼 |
| CIBC World Markets Corp | 1,832,600 | $2,520 萬 | 0.20% | +1,832,600 | 新進 |
| JPMorgan Chase & Co | 1,821,009 | $2,504 萬 | 0.00% | −21,932−1.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,818,273 | $2,500 萬 | 0.03% | +1,645,260+950.9% | 加碼 |
| First Trust Advisors LP | 1,751,309 | $2,408 萬 | 0.02% | +1,411,471+415.3% | 加碼 |
| Bamco Inc | 1,661,829 | $2,285 萬 | 0.07% | −78,063−4.5% | 減碼 |
| Nuveen, LLC | 1,657,881 | $2,280 萬 | 0.01% | +1,657,881 | 新進 |
| Ameriprise Financial Inc | 1,579,666 | $2,172 萬 | 0.01% | +249,767+18.8% | 加碼 |
| CIBC World Markets Inc. | 1,511,200 | $2,078 萬 | 0.05% | +1,511,200 | 新進 |
| Bank of New York Mellon Corp | 1,415,268 | $1,946 萬 | 0.00% | +10,456+0.7% | 加碼 |
| INCA Investments LLC | 1,358,239 | $1,868 萬 | 8.55% | 00.0% | 不變 |
| Praetorian PR LLC | 1,200,000 | $1,650 萬 | 7.50% | +200,000+20.0% | 加碼 |
| Goldman Sachs Group Inc | 1,111,511 | $1,528 萬 | 0.00% | −736,359−39.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,099,606 | $1,512 萬 | 0.01% | −1,182,374−51.8% | 減碼 |
| Fourth Sail Capital LP | 969,296 | $1,333 萬 | 3.12% | +969,296 | 新進 |
| Janney Montgomery Scott LLC | 947,208 | $1,302 萬 | 0.04% | +110,264+13.2% | 加碼 |
| Amundi | 868,543 | $1,236 萬 | 0.00% | +389,202+81.2% | 加碼 |
| Swiss National Bank | 843,264 | $1,159 萬 | 0.01% | +2,800+0.3% | 加碼 |
| Marshall Wace, LLP | 832,435 | $1,145 萬 | 0.02% | +171,679+26.0% | 加碼 |
| Citigroup Inc | 827,162 | $1,137 萬 | 0.01% | −826,772−50.0% | 減碼 |
| Absoluto Partners Gestao de Recursos Ltda | 811,519 | $1,116 萬 | 10.12% | +153,537+23.3% | 加碼 |
| JGP Global Gestao de Recursos Ltda. | 795,194 | $1,093 萬 | 8.36% | +795,194 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 709,762 | $975.9 萬 | 0.01% | +101,950+16.8% | 加碼 |
| California Public Employees Retirement System | 674,658 | $927.7 萬 | 0.01% | −22,683−3.3% | 減碼 |
| Sustainable Growth Advisers, LP | 671,993 | $924.0 萬 | 0.05% | +81,371+13.8% | 加碼 |
| Trexquant Investment LP | 653,590 | $898.7 萬 | 0.10% | −411,348−38.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 620,110 | $852.7 萬 | 0.02% | +64,115+11.5% | 加碼 |
| Walleye Capital LLC | 610,625 | $839.6 萬 | 0.09% | +508,005+495.0% | 加碼 |
| PDT Partners, LLC | 560,940 | $771.3 萬 | 0.55% | +287,067+104.8% | 加碼 |
| Deutsche Bank AG | 558,397 | $767.8 萬 | 0.00% | +40,840+7.9% | 加碼 |
| HRT Financial LP | 543,070 | $746.7 萬 | 0.05% | +251,023+86.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 537,844 | $739.5 萬 | 0.02% | +310,175+136.2% | 加碼 |
| Earnest Partners LLC | 503,741 | $692.6 萬 | 0.03% | −22,552−4.3% | 減碼 |
| Banco BTG Pactual S.A. | 455,855 | $626.8 萬 | 1.56% | +455,855 | 新進 |
| Rhumbline Advisers | 423,288 | $582.0 萬 | 0.01% | −6,051−1.4% | 減碼 |
| Renaissance Technologies LLC | 413,887 | $569.3 萬 | 0.01% | +196,887+90.7% | 加碼 |
| Invesco Ltd. | 393,841 | $541.5 萬 | 0.00% | +69,759+21.5% | 加碼 |
| Engineers Gate Manager LP | 368,862 | $507.2 萬 | 0.09% | +187,913+103.8% | 加碼 |
| Mackenzie Financial Corp | 363,284 | $499.5 萬 | 0.01% | +363,284 | 新進 |
| New York State Common Retirement Fund | 359,947 | $494.9 萬 | 0.01% | +96,200+36.5% | 加碼 |
| Voya Investment Management LLC | 354,641 | $487.6 萬 | 0.01% | −753−0.2% | 減碼 |
| Pictet Asset Management Holding SA | 352,295 | $484.4 萬 | 0.01% | −7,345−2.0% | 減碼 |
| Point72 Asset Management, L.P. | 352,083 | $484.1 萬 | 0.01% | +83,108+30.9% | 加碼 |
| Loomis Sayles & Co L P | 332,603 | $457.3 萬 | 0.01% | +67,821+25.6% | 加碼 |
| Jarislowsky, Fraser Ltd | 322,352 | $443.2 萬 | 0.03% | −163,766−33.7% | 減碼 |
| Royal London Asset Management Ltd | 319,400 | $439.2 萬 | 0.01% | +33,600+11.8% | 加碼 |
| UBS Group AG | 317,085 | $436.0 萬 | 0.00% | −394,187−55.4% | 減碼 |
| Public Sector Pension Investment Board | 314,700 | $432.7 萬 | 0.02% | 00.0% | 不變 |
| FIL Ltd | 306,082 | $420.9 萬 | 0.00% | −1,384,502−81.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 301,105 | $414.0 萬 | 0.00% | 00.0% | 不變 |
| Prudential Financial Inc | 243,360 | $403.7 萬 | 0.01% | +157,300+182.8% | 加碼 |
| Quadrature Capital Ltd | 289,964 | $398.4 萬 | 0.09% | +148,557+105.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 289,347 | $397.9 萬 | 0.01% | +21,350+8.0% | 加碼 |
| Optiver Holding B.V. | 280,998 | $386.4 萬 | 0.15% | +274,163+4,011.2% | 加碼 |
| Alliancebernstein L.P. | 262,941 | $361.5 萬 | 0.00% | +47,277+21.9% | 加碼 |
| Aviva PLC | 257,156 | $353.6 萬 | 0.01% | +4,356+1.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 247,628 | $340.5 萬 | 0.03% | +7,862+3.3% | 加碼 |
| Treasurer of the State of North Carolina | 234,376 | $322.3 萬 | 0.01% | +7,421+3.3% | 加碼 |
| Graham Capital Management, L.P. | 228,782 | $314.6 萬 | 0.10% | +9,846+4.5% | 加碼 |
| Dark Forest Capital Management LP | 227,609 | $313.0 萬 | 0.14% | +227,609 | 新進 |
| Russell Investments Group, Ltd. | 227,266 | $312.5 萬 | 0.00% | −304,415−57.3% | 減碼 |
| Kapitalo Investimentos Ltda | 225,664 | $310.3 萬 | 0.63% | 00.0% | 不變 |
| AQR Capital Management LLC | 217,557 | $299.1 萬 | 0.00% | +190,115+692.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 210,027 | $288.8 萬 | 0.04% | −327,341−60.9% | 減碼 |
| CenterBook Partners LP | 202,894 | $279.0 萬 | 0.18% | +202,894 | 新進 |
| BW Gestao de Investimentos Ltda. | 200,000 | $275.0 萬 | 0.31% | +200,000 | 新進 |
| Qsemble Capital Management, LP | 196,922 | $270.8 萬 | 0.29% | +157,745+402.6% | 加碼 |
| ExodusPoint Capital Management, LP | 193,259 | $265.7 萬 | 0.04% | +193,259 | 新進 |
| Handelsbanken Fonder AB | 190,856 | $262.4 萬 | 0.01% | −73,375−27.8% | 減碼 |