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 |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 1 | $14 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 3 | $41 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 3 | $41 | 0.00% | 00.0% | 不變 |
| Kimelman & Baird, LLC | 3 | $42 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 6 | $83 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 10 | $138 | 0.00% | +10 | 新進 |
| TD Private Client Wealth LLC | 10 | $138 | 0.00% | +10 | 新進 |
| CoreCap Advisors, LLC | 20 | $275 | 0.00% | −17−45.9% | 減碼 |
| Fifth Third Bancorp | 23 | $316 | 0.00% | −16−41.0% | 減碼 |
| Rothschild Investment LLC | 25 | $344 | 0.00% | +25 | 新進 |
| WealthTrak Capital Management LLC | 30 | $413 | 0.00% | +20+200.0% | 加碼 |
| Bruce G. Allen Investments, LLC | 33 | $454 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 37 | $509 | 0.00% | +37 | 新進 |
| Clearstead Advisors, LLC | 47 | $647 | 0.00% | +47 | 新進 |
| IFP Advisors, Inc | 50 | $688 | 0.00% | −33−39.8% | 減碼 |
| Huntington National Bank | 59 | $812 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 69 | $949 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 58 | $1,004 | 0.00% | −17−22.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 107 | $1,358 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 103 | $1,416 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 112 | $1,540 | 0.00% | −5−4.3% | 減碼 |
| Rakuten Securities, Inc. | 125 | $1,719 | 0.00% | −16−11.3% | 減碼 |
| Anderson Financial Strategies, LLC | 150 | $2,062 | 0.00% | +150 | 新進 |
| National Bank of Canada | 161 | $2,212 | 0.00% | −1,737,089−100.0% | 減碼 |
| Bryn Mawr Trust Co | 161 | $2,214 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 170 | $2,646 | 0.00% | +39+29.8% | 加碼 |
| Investors Research Corp | 204 | $2,805 | 0.00% | 00.0% | 不變 |
| Turim 21 Investimentos Ltda. | 205 | $2,819 | 0.00% | +205 | 新進 |
| Activest Wealth Management | 212 | $2,916 | 0.00% | +100+89.3% | 加碼 |
| MV Capital Management, Inc. | 252 | $3,465 | 0.00% | +32+14.5% | 加碼 |
| Geneos Wealth Management Inc. | 272 | $3,740 | 0.00% | −86−24.0% | 減碼 |
| Hexagon Capital Partners LLC | 317 | $4,359 | 0.00% | +317 | 新進 |
| South State Corp. | 355 | $4,882 | 0.00% | +355 | 新進 |
| True Wealth Design, LLC | 392 | $5,390 | 0.00% | +392 | 新進 |
| Farther Finance Advisors, LLC | 381 | $5,391 | 0.00% | +269+240.2% | 加碼 |
| Atlantic Trust, LLC | 429 | $5,899 | 0.00% | +429 | 新進 |
| GWM Advisors LLC | 593 | $8,155 | 0.00% | −410−40.9% | 減碼 |
| Boston Private Wealth LLC | 612 | $8,415 | 0.00% | +612 | 新進 |
| Smartleaf Asset Management LLC | 701 | $1.04 萬 | 0.00% | +127+22.1% | 加碼 |
| Lindbrook Capital, LLC | 825 | $1.13 萬 | 0.00% | +39+5.0% | 加碼 |
| Coldstream Capital Management Inc | 966 | $1.33 萬 | 0.00% | +966 | 新進 |
| EverSource Wealth Advisors, LLC | 988 | $1.36 萬 | 0.00% | −251−20.3% | 減碼 |
| Massmutual Trust Co FSB | 1,227 | $1.69 萬 | 0.00% | +1,216+11,054.5% | 加碼 |
| Altshuler Shaham Ltd | 1,431 | $1.97 萬 | 0.00% | −498−25.8% | 減碼 |
| Versant Capital Management, Inc | 1,619 | $2.23 萬 | 0.00% | +1,619 | 新進 |
| SBI Securities Co., Ltd. | 1,689 | $2.32 萬 | 0.00% | −462−21.5% | 減碼 |
| Grove Bank & Trust | 1,847 | $2.54 萬 | 0.00% | −132−6.7% | 減碼 |
| Provida Pension Fund Administrator | 1,858 | $2.55 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,424 | $4.76 萬 | 0.00% | +2,349+218.5% | 加碼 |
| Ronald Blue Trust, Inc. | 4,536 | $6.24 萬 | 0.00% | +4,463+6,113.7% | 加碼 |
| Principal Securities, Inc. | 6,619 | $7.84 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 6,120 | $8.41 萬 | 0.00% | +1,457+31.2% | 加碼 |
| Signaturefd, LLC | 6,236 | $8.57 萬 | 0.00% | +910+17.1% | 加碼 |
| GAMMA Investing LLC | 6,894 | $9.48 萬 | 0.01% | +5,325+339.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 6,923 | $10.0 萬 | 0.00% | +4,400+174.4% | 加碼 |
| Corebridge Financial, Inc. | 7,386 | $10.2 萬 | 0.00% | −109−1.5% | 減碼 |
| Leonteq Securities AG | 7,267 | $10.2 萬 | 0.01% | −5,639−43.7% | 減碼 |
| Shell Asset Management Co | 7,939 | $10.9 萬 | 0.01% | +265+3.5% | 加碼 |
| CWM, LLC | 8,166 | $11.2 萬 | 0.00% | +5,315+186.4% | 加碼 |
| Point72 Hong Kong Ltd | 8,299 | $11.4 萬 | 0.01% | +659+8.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,457 | $11.6 萬 | 0.00% | +2,735+47.8% | 加碼 |
| Clear Street Markets LLC | 8,945 | $12.3 萬 | 0.09% | +8,945 | 新進 |
| MetLife Investment Management | 9,129 | $12.6 萬 | 0.00% | +146+1.6% | 加碼 |
| Rakuten Investment Management, Inc. | 8,910 | $13.2 萬 | 0.00% | +8,910 | 新進 |
| Atria Wealth Solutions, Inc. | 10,000 | $13.8 萬 | 0.00% | +10,000 | 新進 |
| JustInvest LLC | 10,138 | $13.9 萬 | 0.00% | +10,138 | 新進 |
| Federated Hermes, Inc. | 10,670 | $14.7 萬 | 0.00% | +604+6.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 10,810 | $14.9 萬 | 0.00% | +10,804+180,066.7% | 加碼 |
| GTS Securities LLC | 11,099 | $15.3 萬 | 0.01% | +11,099 | 新進 |
| Quarry LP | 11,321 | $15.6 萬 | 0.04% | +1,630+16.8% | 加碼 |
| Yousif Capital Management, LLC | 11,399 | $15.7 萬 | 0.00% | +98+0.9% | 加碼 |
| Credit Agricole S A | 11,444 | $15.7 萬 | 0.00% | −15,750−57.9% | 減碼 |
| Swiss Life Asset Management Ltd | 11,804 | $16.2 萬 | 0.00% | +11,804 | 新進 |
| Wells Fargo & Company | 12,219 | $16.8 萬 | 0.00% | +1,539+14.4% | 加碼 |
| US Bancorp | 12,283 | $16.9 萬 | 0.00% | +1,906+18.4% | 加碼 |
| Snowden Capital Advisors LLC | 12,340 | $17.0 萬 | 0.01% | +2,313+23.1% | 加碼 |
| Intech Investment Management LLC | 12,365 | $17.0 萬 | 0.00% | −787−6.0% | 減碼 |
| Prelude Capital Management, LLC | 12,399 | $17.0 萬 | 0.02% | +12,399 | 新進 |
| Dakota Wealth Management | 12,630 | $17.4 萬 | 0.00% | +12,630 | 新進 |
| Merit Financial Group, LLC | 13,252 | $18.2 萬 | 0.00% | +1,680+14.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 13,831 | $19.0 萬 | 0.00% | +13,831 | 新進 |
| Jain Global LLC | 14,178 | $19.5 萬 | 0.00% | −119,667−89.4% | 減碼 |
| Entropy Technologies, LP | 14,580 | $20.0 萬 | 0.02% | +14,580 | 新進 |
| Kestra Private Wealth Services, LLC | 14,909 | $20.5 萬 | 0.00% | −833−5.3% | 減碼 |
| Hyperion Capital Advisors LP | 15,000 | $20.6 萬 | 0.11% | +5,000+50.0% | 加碼 |
| Standard Life Aberdeen plc | 15,045 | $21.0 萬 | 0.00% | −2,534−14.4% | 減碼 |
| Alaska Permanent Fund Corp | 13,530 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 15,870 | $21.8 萬 | 0.15% | +8,934+128.8% | 加碼 |
| Tandem Capital Management Corp | 16,213 | $22.3 萬 | 0.12% | −300−1.8% | 減碼 |
| Caitong International Asset Management Co., Ltd | 17,277 | $23.8 萬 | 0.18% | +8,330+93.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 17,497 | $24.1 萬 | 0.02% | −11,113−38.8% | 減碼 |
| Banco Santander, S.A. | 17,578 | $24.2 萬 | 0.00% | +17,578 | 新進 |
| Harvest Fund Management Co., Ltd | 17,604 | $24.2 萬 | 0.01% | +17,604 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,127 | $24.9 萬 | 0.00% | +1,861+11.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 18,204 | $25.0 萬 | 0.01% | +6,459+55.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 18,769 | $25.8 萬 | 0.00% | −8,450−31.0% | 減碼 |
| Guggenheim Capital LLC | 18,876 | $26.0 萬 | 0.00% | +3,026+19.1% | 加碼 |
| STRS Ohio | 18,961 | $26.1 萬 | 0.00% | +600+3.3% | 加碼 |
| Maryland State Retirement & Pension System | 19,068 | $26.2 萬 | 0.01% | −4,251−18.2% | 減碼 |
| Impact Partnership Wealth, LLC | 19,265 | $26.5 萬 | 0.06% | −5,988−23.7% | 減碼 |