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 2 季 13F 持有人
XP Inc. 在 2025/6/30 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
- 313
- 較 2025 年第 1 季 +20 家
- 持有股數
- 3.44 億
- 較 2025 年第 1 季 +444.2 萬 (+1.3%)
- 總市值
- $69.6 億
- 較 2025 年第 1 季 +$22.8 億 (+48.6%)
- 新進機構
- 62
- 另有 128 家加碼
- 清倉機構
- 42
- 另有 95 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 1 | $20 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 1 | $21 | 0.00% | +1 | 新進 |
| JFS Wealth Advisors, LLC | 3 | $61 | 0.00% | −3−50.0% | 減碼 |
| Kimelman & Baird, LLC | 3 | $61 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 3 | $61 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 10 | $197 | 0.00% | +10 | 新進 |
| Umb Bank N A | 17 | $343 | 0.00% | +7+70.0% | 加碼 |
| True Wealth Design, LLC | 19 | $384 | 0.00% | −373−95.2% | 減碼 |
| First Horizon Advisors, Inc. | 20 | $404 | 0.00% | +20 | 新進 |
| WealthTrak Capital Management LLC | 30 | $606 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 33 | $667 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 35 | $707 | 0.00% | −24−40.7% | 減碼 |
| UMA Financial Services, Inc. | 36 | $728 | 0.00% | +36 | 新進 |
| Rothschild Investment LLC | 45 | $909 | 0.00% | +20+80.0% | 加碼 |
| Cromwell Holdings LLC | 53 | $1,071 | 0.00% | +16+43.2% | 加碼 |
| Skopos Labs, Inc. | 57 | $1,152 | 0.00% | −55−49.1% | 減碼 |
| Rakuten Securities, Inc. | 58 | $1,172 | 0.00% | −67−53.6% | 減碼 |
| Bell Investment Advisors, Inc | 69 | $1,394 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 73 | $1,474 | 0.00% | +15+25.9% | 加碼 |
| Kilter Group LLC | 74 | $1,495 | 0.00% | +74 | 新進 |
| Fifth Third Bancorp | 78 | $1,576 | 0.00% | +55+239.1% | 加碼 |
| Clearstead Advisors, LLC | 88 | $1,778 | 0.00% | +41+87.2% | 加碼 |
| Park Place Capital Corp | 103 | $2,039 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 110 | $2,222 | 0.00% | +60+120.0% | 加碼 |
| Activest Wealth Management | 113 | $2,284 | 0.00% | −99−46.7% | 減碼 |
| Leonteq Securities AG | 122 | $2,464 | 0.00% | −7,145−98.3% | 減碼 |
| Parkside Financial Bank & Trust | 140 | $2,829 | 0.00% | +140 | 新進 |
| Bryn Mawr Trust Co | 141 | $2,848 | 0.00% | −20−12.4% | 減碼 |
| Caitong International Asset Management Co., Ltd | 150 | $3,030 | 0.00% | −17,127−99.1% | 減碼 |
| National Bank of Canada | 160 | $3,230 | 0.00% | −1−0.6% | 減碼 |
| Investors Research Corp | 204 | $4,121 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 245 | $4,949 | 0.00% | +138+129.0% | 加碼 |
| Allworth Financial LP | 255 | $5,151 | 0.00% | +85+50.0% | 加碼 |
| MV Capital Management, Inc. | 257 | $5,192 | 0.00% | +5+2.0% | 加碼 |
| Essential Partners LLC | 299 | $6,040 | 0.00% | +299 | 新進 |
| MAI Capital Management | 308 | $6,222 | 0.00% | +308 | 新進 |
| South State Corp. | 320 | $6,464 | 0.00% | −35−9.9% | 減碼 |
| Geneos Wealth Management Inc. | 346 | $6,989 | 0.00% | +74+27.2% | 加碼 |
| Atlantic Trust, LLC | 429 | $8,666 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 543 | $1.07 萬 | 0.00% | −158−22.5% | 減碼 |
| GWM Advisors LLC | 593 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 617 | $1.25 萬 | 0.00% | +617 | 新進 |
| Massmutual Trust Co FSB | 880 | $1.78 萬 | 0.00% | −347−28.3% | 減碼 |
| SBI Securities Co., Ltd. | 1,376 | $2.78 萬 | 0.00% | −313−18.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,634 | $3.30 萬 | 0.00% | +646+65.4% | 加碼 |
| Parallel Advisors, LLC | 1,661 | $3.36 萬 | 0.00% | −1,763−51.5% | 減碼 |
| Grove Bank & Trust | 1,844 | $3.72 萬 | 0.00% | −3−0.2% | 減碼 |
| Provida Pension Fund Administrator | 1,858 | $3.75 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,201 | $4.45 萬 | 0.00% | +2,201 | 新進 |
| Tower Research Capital LLC (TRC) | 2,351 | $4.75 萬 | 0.00% | −15,853−87.1% | 減碼 |
| Versant Capital Management, Inc | 2,636 | $5.32 萬 | 0.01% | +1,017+62.8% | 加碼 |
| Ronald Blue Trust, Inc. | 4,260 | $8.61 萬 | 0.00% | −276−6.1% | 減碼 |
| Friedenthal Financial | 4,318 | $8.72 萬 | 0.05% | +4,318 | 新進 |
| Farther Finance Advisors, LLC | 4,415 | $8.92 萬 | 0.00% | +4,034+1,058.8% | 加碼 |
| Walleye Capital LLC | 5,332 | $10.8 萬 | 0.00% | −605,293−99.1% | 減碼 |
| Quarry LP | 5,504 | $11.1 萬 | 0.03% | −5,817−51.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,724 | $11.4 萬 | 0.00% | −1,199−17.3% | 減碼 |
| Signaturefd, LLC | 5,697 | $11.5 萬 | 0.00% | −539−8.6% | 減碼 |
| Meeder Asset Management Inc | 5,925 | $12.0 萬 | 0.01% | +5,925 | 新進 |
| Bayforest Capital Ltd | 7,465 | $15.1 萬 | 0.07% | −41,298−84.7% | 減碼 |
| MetLife Investment Management | 8,382 | $16.9 萬 | 0.00% | −747−8.2% | 減碼 |
| Covestor Ltd | 9,732 | $19.7 萬 | 0.12% | −6,138−38.7% | 減碼 |
| SG Americas Securities, LLC | 9,907 | $20.0 萬 | 0.00% | −2,357,648−99.6% | 減碼 |
| Investment House LLC | 10,000 | $20.2 萬 | 0.01% | +10,000 | 新進 |
| Shell Asset Management Co | 10,677 | $21.6 萬 | 0.01% | +2,738+34.5% | 加碼 |
| Banco Santander, S.A. | 10,742 | $21.7 萬 | 0.00% | −6,836−38.9% | 減碼 |
| Summit Global Investments | 10,988 | $22.2 萬 | 0.01% | +10,988 | 新進 |
| Petrus Trust Company, LTA | 11,130 | $22.5 萬 | 0.02% | +11,130 | 新進 |
| Yousif Capital Management, LLC | 11,195 | $22.6 萬 | 0.00% | −204−1.8% | 減碼 |
| Two Sigma Securities, LLC | 11,375 | $23.0 萬 | 0.03% | −31,089−73.2% | 減碼 |
| Principal Securities, Inc. | 11,608 | $23.4 萬 | 0.00% | +4,989+75.4% | 加碼 |
| Diversified Trust Co | 11,618 | $23.5 萬 | 0.01% | +11,618 | 新進 |
| Machina Capital S.A.S. | 11,913 | $24.1 萬 | 0.05% | +11,913 | 新進 |
| Fairtree Asset Management (Pty) Ltd | 11,998 | $24.2 萬 | 0.18% | +11,998 | 新進 |
| The PNC Financial Services Group, Inc. | 12,212 | $24.7 萬 | 0.00% | +3,755+44.4% | 加碼 |
| Royal Bank of Canada | 12,777 | $25.9 萬 | 0.00% | −15,119−54.2% | 減碼 |
| JustInvest LLC | 12,870 | $26.0 萬 | 0.00% | +2,732+26.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 12,947 | $26.2 萬 | 0.00% | +2,137+19.8% | 加碼 |
| Polymer Capital Management (US) LLC | 13,233 | $26.7 萬 | 0.04% | +13,233 | 新進 |
| Applied Finance Capital Management, LLC | 13,264 | $26.8 萬 | 0.02% | +13,264 | 新進 |
| Merit Financial Group, LLC | 13,493 | $27.3 萬 | 0.00% | +241+1.8% | 加碼 |
| GAMMA Investing LLC | 13,556 | $27.4 萬 | 0.02% | +6,662+96.6% | 加碼 |
| CWM, LLC | 13,723 | $27.7 萬 | 0.00% | +5,557+68.1% | 加碼 |
| V-Square Quantitative Management LLC | 13,800 | $27.9 萬 | 0.04% | +13,800 | 新進 |
| Oppenheimer Asset Management Inc. | 13,831 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 14,184 | $28.7 萬 | 0.05% | −5,081−26.4% | 減碼 |
| Paragon Capital Management Ltd | 14,311 | $28.9 萬 | 0.05% | +14,311 | 新進 |
| PharVision Advisers, LLC | 14,437 | $29.2 萬 | 0.42% | +14,437 | 新進 |
| Frank, Rimerman Advisors LLC | 14,606 | $29.5 萬 | 0.02% | +14,606 | 新進 |
| 111 Capital | 14,976 | $30.3 萬 | 0.05% | −28,416−65.5% | 減碼 |
| Hyperion Capital Advisors LP | 15,000 | $30.3 萬 | 0.19% | 00.0% | 不變 |
| HAP Trading, LLC | 15,770 | $31.9 萬 | 0.14% | +15,770 | 新進 |
| Point72 Hong Kong Ltd | 15,961 | $32.2 萬 | 0.02% | +7,662+92.3% | 加碼 |
| Tandem Capital Management Corp | 16,053 | $32.4 萬 | 0.16% | −160−1.0% | 減碼 |
| Wolverine Trading, LLC | 16,500 | $32.5 萬 | 0.01% | −3,169−16.1% | 減碼 |
| Wells Fargo & Company | 16,972 | $34.3 萬 | 0.00% | +4,753+38.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 17,346 | $35.0 萬 | 0.01% | −10,995−38.8% | 減碼 |
| Principal Financial Group Inc | 17,614 | $35.6 萬 | 0.00% | −3,846−17.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,181 | $36.7 萬 | 0.00% | +54+0.3% | 加碼 |
| IMC-Chicago, LLC | 18,787 | $37.9 萬 | 0.01% | +18,787 | 新進 |