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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 20,258 | $27.9 萬 | 0.00% | −561−2.7% | 減碼 |
| Ensign Peak Advisors, Inc | 20,300 | $27.9 萬 | 0.00% | +9,600+89.7% | 加碼 |
| LSV Asset Management | 20,600 | $28.3 萬 | 0.00% | +6,500+46.1% | 加碼 |
| Sterling Capital Management LLC | 20,683 | $28.4 萬 | 0.00% | −1,721−7.7% | 減碼 |
| Wolverine Trading, LLC | 19,669 | $29.1 萬 | 0.01% | +19,669 | 新進 |
| Principal Financial Group Inc | 21,460 | $29.5 萬 | 0.00% | −948−4.2% | 減碼 |
| Utah Retirement Systems | 21,900 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 22,067 | $30.3 萬 | 0.00% | −172−0.8% | 減碼 |
| DRW Securities, LLC | 22,114 | $30.4 萬 | 0.03% | +22,114 | 新進 |
| Boothbay Fund Management, LLC | 23,331 | $32.1 萬 | 0.01% | +7,726+49.5% | 加碼 |
| Xponance, Inc. | 23,595 | $32.4 萬 | 0.00% | +309+1.3% | 加碼 |
| Mariner, LLC | 24,172 | $33.3 萬 | 0.00% | +8,245+51.8% | 加碼 |
| Dauntless Investment Group, LLC | 24,226 | $33.3 萬 | 1.23% | +24,226 | 新進 |
| Outlook Wealth Advisors, LLC | 24,292 | $33.4 萬 | 0.09% | +511+2.1% | 加碼 |
| Stifel Financial Corp | 24,847 | $34.2 萬 | 0.00% | −58,391−70.1% | 減碼 |
| Ieq Capital, LLC | 25,921 | $35.6 萬 | 0.00% | +25,921 | 新進 |
| Virginia Retirement Systems Et Al | 26,200 | $36.0 萬 | 0.00% | +26,200 | 新進 |
| LPL Financial LLC | 27,587 | $37.9 萬 | 0.00% | −781−2.8% | 減碼 |
| Royal Bank of Canada | 27,896 | $38.4 萬 | 0.00% | −20,770−42.7% | 減碼 |
| Capital Fund Management S.A. | 28,083 | $38.6 萬 | 0.00% | +28,083 | 新進 |
| Gulf International Bank (UK) Ltd | 28,341 | $38.9 萬 | 0.01% | 00.0% | 不變 |
| Financial Advocates Investment Management | 28,700 | $39.5 萬 | 0.03% | +924+3.3% | 加碼 |
| Susquehanna International Group, LLP | 29,013 | $39.9 萬 | 0.00% | −135,753−82.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 29,665 | $40.8 萬 | 0.03% | +29,665 | 新進 |
| Macquarie Group Ltd | 30,208 | $41.5 萬 | 0.00% | −9,857−24.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 31,712 | $43.6 萬 | 0.12% | +8,933+39.2% | 加碼 |
| DnB Asset Management AS | 31,831 | $43.8 萬 | 0.00% | +3,665+13.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 33,334 | $45.8 萬 | 0.00% | +18,565+125.7% | 加碼 |
| Bayesian Capital Management, LP | 33,700 | $46.3 萬 | 0.08% | +33,700 | 新進 |
| Cetera Investment Advisers | 36,478 | $50.2 萬 | 0.00% | +2,331+6.8% | 加碼 |
| VPR Management LLC | 37,068 | $51.0 萬 | 0.25% | 00.0% | 不變 |
| Prudential PLC | 39,326 | $54.1 萬 | 0.00% | −7,040−15.2% | 減碼 |
| Verde Servicos Internacionais S.A. | 40,000 | $55.0 萬 | 0.31% | +40,000 | 新進 |
| Neuberger Berman Group LLC | 41,671 | $57.3 萬 | 0.00% | +19,524+88.2% | 加碼 |
| Two Sigma Securities, LLC | 42,464 | $58.4 萬 | 0.09% | +42,464 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 39,676 | $59.2 萬 | 0.01% | +22,550+131.7% | 加碼 |
| 111 Capital | 43,392 | $59.7 萬 | 0.12% | +43,392 | 新進 |
| Crossmark Global Holdings, Inc. | 44,608 | $61.3 萬 | 0.01% | −420,126−90.4% | 減碼 |
| Nomura Asset Management Co Ltd | 44,800 | $61.6 萬 | 0.00% | +2,050+4.8% | 加碼 |
| Teacher Retirement System of Texas | 45,410 | $62.4 萬 | 0.00% | +45,410 | 新進 |
| Bayforest Capital Ltd | 48,763 | $67.0 萬 | 0.29% | +40,670+502.5% | 加碼 |
| Quantinno Capital Management LP | 49,431 | $68.0 萬 | 0.00% | +30,290+158.2% | 加碼 |
| La Banque Postale Asset Management SA | 49,449 | $68.0 萬 | 0.01% | +4,491+10.0% | 加碼 |
| Acadian Asset Management LLC | 50,809 | $69.8 萬 | 0.00% | −746,224−93.6% | 減碼 |
| Teza Capital Management LLC | 53,862 | $74.1 萬 | 0.34% | −243,658−81.9% | 減碼 |
| Creative Planning | 53,877 | $74.1 萬 | 0.00% | +31,137+136.9% | 加碼 |
| Cloverfields Capital Group, LP | 54,397 | $74.8 萬 | 0.25% | +1,826+3.5% | 加碼 |
| Ethic Inc. | 53,456 | $75.6 萬 | 0.02% | +28,342+112.9% | 加碼 |
| Jane Street Group, LLC | 55,362 | $76.1 萬 | 0.00% | −394,125−87.7% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 56,196 | $77.3 萬 | 0.00% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 57,598 | $79.2 萬 | 0.00% | +3,820+7.1% | 加碼 |
| XTX Topco Ltd | 57,711 | $79.4 萬 | 0.04% | +35,477+159.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,993 | $79.7 萬 | 0.00% | +9,545+19.7% | 加碼 |
| Exchange Traded Concepts, LLC | 60,729 | $83.5 萬 | 0.01% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 62,412 | $85.8 萬 | 0.00% | −94,765−60.3% | 減碼 |
| Envestnet Asset Management Inc | 64,026 | $88.0 萬 | 0.00% | −21,810−25.4% | 減碼 |
| APG Asset Management N.V. | 72,700 | $92.5 萬 | 0.00% | +13,400+22.6% | 加碼 |
| Toroso Investments, LLC | 67,697 | $93.1 萬 | 0.01% | −8,226−10.8% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 68,000 | $93.5 萬 | 0.01% | 00.0% | 不變 |
| Novem Group | 68,650 | $94.4 萬 | 0.13% | +18,367+36.5% | 加碼 |
| Two Sigma Advisers, LP | 70,028 | $96.3 萬 | 0.00% | +70,028 | 新進 |
| Fox Run Management, L.L.C. | 70,707 | $97.2 萬 | 0.15% | +48,072+212.4% | 加碼 |
| L2 Asset Management, LLC | 70,955 | $97.6 萬 | 0.20% | +15,492+27.9% | 加碼 |
| Constellation Investimentos e Participacoes Ltda | 73,700 | $101.3 萬 | 2.82% | +73,700 | 新進 |
| Point72 (DIFC) Ltd | 73,768 | $101.4 萬 | 0.10% | +73,768 | 新進 |
| Danske Bank A/S | 76,500 | $105.2 萬 | 0.00% | +13,100+20.7% | 加碼 |
| Storebrand Asset Management AS | 77,141 | $106.1 萬 | 0.00% | +3,189+4.3% | 加碼 |
| Charles Schwab Investment Management Inc | 79,540 | $109.4 萬 | 0.00% | −83,698−51.3% | 減碼 |
| Raymond James Financial Inc | 80,112 | $110.2 萬 | 0.00% | +48,198+151.0% | 加碼 |
| California State Teachers Retirement System | 81,054 | $111.4 萬 | 0.00% | +26,710+49.1% | 加碼 |
| Verition Fund Management LLC | 81,617 | $112.2 萬 | 0.01% | −371,013−82.0% | 減碼 |
| Marshall Financial Group LLC | 83,487 | $114.8 萬 | 0.25% | +34,809+71.5% | 加碼 |
| Advisor Group Holdings, Inc. | 89,560 | $123.1 萬 | 0.00% | +7,582+9.2% | 加碼 |
| Oak Thistle LLC | 92,644 | $127.4 萬 | 0.26% | +92,644 | 新進 |
| Barclays PLC | 95,762 | $131.7 萬 | 0.00% | −75,308−44.0% | 減碼 |
| National Pension Service | 97,581 | $134.2 萬 | 0.00% | −12,119−11.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 105,225 | $146.0 萬 | 0.01% | +17,460+19.9% | 加碼 |
| KBC Group NV | 107,186 | $147.4 萬 | 0.00% | 00.0% | 不變 |
| Sciencast Management LP | 111,989 | $154.0 萬 | 0.36% | +111,989 | 新進 |
| KLP Kapitalforvaltning AS | 112,500 | $154.7 萬 | 0.01% | 00.0% | 不變 |
| Barings LLC | 124,535 | $171.2 萬 | 0.04% | −56,365−31.2% | 減碼 |
| American Century Companies Inc | 129,388 | $177.9 萬 | 0.00% | +12,150+10.4% | 加碼 |
| Natixis | 128,849 | $179.6 萬 | 0.01% | +91,156+241.8% | 加碼 |
| BTG Pactual Asset Management US LLC | 140,008 | $192.5 萬 | 0.25% | +140,008 | 新進 |
| HSBC Holdings PLC | 139,210 | $194.3 萬 | 0.00% | +11,219+8.8% | 加碼 |
| Korea Investment CORP | 144,100 | $198.1 萬 | 0.00% | +5,200+3.7% | 加碼 |
| British Columbia Investment Management Corp | 144,900 | $199.2 萬 | 0.01% | 00.0% | 不變 |
| Lazard Asset Management LLC | 152,767 | $210.0 萬 | 0.00% | +89,166+140.2% | 加碼 |
| Price T Rowe Associates Inc | 158,342 | $217.8 萬 | 0.00% | +13,402+9.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 159,710 | $219.6 萬 | 0.01% | +22,500+16.4% | 加碼 |
| Mirabella Financial Services LLP | 170,099 | $233.9 萬 | 0.10% | +110,235+184.1% | 加碼 |
| Squarepoint Ops LLC | 178,864 | $245.9 萬 | 0.01% | −1,860,735−91.2% | 減碼 |
| Public Employees Retirement System of Ohio | 181,778 | $249.9 萬 | 0.01% | −282,819−60.9% | 減碼 |
| Absolute Gestao de Investimentos Ltda. | 182,708 | $251.2 萬 | 1.10% | +182,708 | 新進 |
| Penserra Capital Management LLC | 183,063 | $251.7 萬 | 0.04% | −10,758−5.6% | 減碼 |
| SEI Investments Co | 183,959 | $253.0 萬 | 0.00% | −218,642−54.3% | 減碼 |
| Handelsbanken Fonder AB | 190,856 | $262.4 萬 | 0.01% | −73,375−27.8% | 減碼 |
| ExodusPoint Capital Management, LP | 193,259 | $265.7 萬 | 0.04% | +193,259 | 新進 |
| Qsemble Capital Management, LP | 196,922 | $270.8 萬 | 0.29% | +157,745+402.6% | 加碼 |
| BW Gestao de Investimentos Ltda. | 200,000 | $275.0 萬 | 0.31% | +200,000 | 新進 |