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 3 季 13F 持有人
XP Inc. 在 2025/9/30 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
- 328
- 較 2025 年第 2 季 +19 家
- 持有股數
- 3.43 億
- 較 2025 年第 2 季 +511.1 萬 (+1.5%)
- 總市值
- $64.5 億
- 較 2025 年第 2 季 −$3.80 億 (−5.6%)
- 新進機構
- 71
- 另有 114 家加碼
- 清倉機構
- 52
- 另有 103 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tandem Capital Management Corp | 16,053 | $30.2 萬 | 0.14% | 00.0% | 不變 |
| Diversified Trust Co | 16,402 | $30.8 萬 | 0.01% | +4,784+41.2% | 加碼 |
| Intech Investment Management LLC | 16,493 | $31.0 萬 | 0.00% | +16,493 | 新進 |
| CWM, LLC | 16,582 | $31.2 萬 | 0.00% | +2,859+20.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 17,346 | $32.6 萬 | 0.01% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,132 | $34.1 萬 | 0.00% | −49−0.3% | 減碼 |
| OneAscent Financial Services LLC | 18,493 | $34.7 萬 | 0.02% | +18,493 | 新進 |
| Graham Capital Management, L.P. | 18,521 | $34.8 萬 | 0.01% | −98,422−84.2% | 減碼 |
| OneAscent Wealth Management LLC | 18,690 | $35.1 萬 | 0.12% | +18,690 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 21,509 | $35.4 萬 | 0.00% | −5,029−19.0% | 減碼 |
| Diversify Advisory Services, LLC | 19,446 | $35.7 萬 | 0.01% | −15,160−43.8% | 減碼 |
| Maryland State Retirement & Pension System | 19,068 | $35.8 萬 | 0.01% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 19,140 | $36.0 萬 | 0.09% | −4,562−19.2% | 減碼 |
| Ensign Peak Advisors, Inc | 19,750 | $37.1 萬 | 0.00% | −550−2.7% | 減碼 |
| DRW Securities, LLC | 19,837 | $37.4 萬 | 0.02% | −7,996−28.7% | 減碼 |
| Wells Fargo & Company | 20,058 | $37.7 萬 | 0.00% | +3,086+18.2% | 加碼 |
| Dauntless Investment Group, LLC | 20,070 | $37.7 萬 | 0.99% | −15,000−42.8% | 減碼 |
| Drucker Wealth 3.0, LLC | 20,839 | $39.2 萬 | 0.07% | +20,839 | 新進 |
| Amalgamated Bank | 21,158 | $39.8 萬 | 0.00% | −776−3.5% | 減碼 |
| Victory Capital Management Inc | 21,282 | $40.0 萬 | 0.00% | +21,282 | 新進 |
| Utah Retirement Systems | 21,424 | $40.3 萬 | 0.00% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 22,211 | $41.7 萬 | 0.00% | +22,211 | 新進 |
| Summit Trail Advisors, LLC | 22,284 | $41.9 萬 | 0.01% | +22,284 | 新進 |
| Sterling Capital Management LLC | 22,898 | $43.0 萬 | 0.01% | −2,053−8.2% | 減碼 |
| Standard Life Aberdeen plc | 25,202 | $47.4 萬 | 0.00% | +1,120+4.7% | 加碼 |
| LSV Asset Management | 25,400 | $47.7 萬 | 0.00% | +4,800+23.3% | 加碼 |
| Prudential PLC | 25,923 | $48.7 萬 | 0.00% | −19,958−43.5% | 減碼 |
| Fox Run Management, L.L.C. | 27,057 | $50.8 萬 | 0.08% | +27,057 | 新進 |
| Inceptionr LLC | 27,953 | $52.5 萬 | 0.13% | −4,995−15.2% | 減碼 |
| Capstone Investment Advisors, LLC | 28,038 | $52.7 萬 | 0.00% | +28,038 | 新進 |
| Axq Capital, LP | 28,258 | $53.1 萬 | 0.20% | +28,258 | 新進 |
| STRS Ohio | 28,652 | $53.8 萬 | 0.00% | −63,432−68.9% | 減碼 |
| Xponance, Inc. | 28,953 | $54.4 萬 | 0.00% | −3,560−10.9% | 減碼 |
| Verde Servicos Internacionais S.A. | 29,260 | $55.0 萬 | 0.16% | −1,040−3.4% | 減碼 |
| SummitTX Capital, L.P. | 30,121 | $56.6 萬 | 0.02% | +30,121 | 新進 |
| Dynamic Technology Lab Private Ltd | 30,667 | $57.6 萬 | 0.10% | +30,667 | 新進 |
| Harvest Fund Management Co., Ltd | 35,538 | $57.9 萬 | 0.02% | −54,167−60.4% | 減碼 |
| LPL Financial LLC | 30,921 | $58.1 萬 | 0.00% | +1,638+5.6% | 加碼 |
| Legacy Wealth Asset Management, LLC | 32,301 | $60.7 萬 | 0.15% | +524+1.6% | 加碼 |
| Private Advisor Group, LLC | 32,953 | $61.9 萬 | 0.00% | +339+1.0% | 加碼 |
| Mariner, LLC | 33,238 | $62.5 萬 | 0.00% | −3,815−10.3% | 減碼 |
| Ethic Inc. | 33,384 | $62.7 萬 | 0.01% | +2,822+9.2% | 加碼 |
| Teacher Retirement System of Texas | 34,618 | $65.0 萬 | 0.00% | +2,919+9.2% | 加碼 |
| Triglav Skladi, D.O.O. | 35,000 | $65.8 萬 | 0.04% | +35,000 | 新進 |
| Atom Investors LP | 35,229 | $66.2 萬 | 0.05% | +35,229 | 新進 |
| Fairtree Asset Management (Pty) Ltd | 35,354 | $66.4 萬 | 0.44% | +23,356+194.7% | 加碼 |
| Swiss Life Asset Management Ltd | 35,723 | $67.1 萬 | 0.00% | +7,702+27.5% | 加碼 |
| AXA Investment Managers S.A. | 36,020 | $67.7 萬 | 0.00% | +36,020 | 新進 |
| Strategic Global Advisors, LLC | 36,488 | $68.6 萬 | 0.10% | +11,390+45.4% | 加碼 |
| CenterBook Partners LP | 36,676 | $68.9 萬 | 0.03% | +36,676 | 新進 |
| Atria Investments LLC | 36,903 | $69.3 萬 | 0.01% | +36,903 | 新進 |
| VPR Management LLC | 37,068 | $69.7 萬 | 0.32% | 00.0% | 不變 |
| Raymond James Financial Inc | 37,605 | $70.7 萬 | 0.00% | −1,715−4.4% | 減碼 |
| Qsemble Capital Management, LP | 37,961 | $71.3 萬 | 0.07% | −102,385−73.0% | 減碼 |
| Virginia Retirement Systems Et Al | 39,000 | $73.3 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 42,003 | $78.9 萬 | 0.00% | +5,440+14.9% | 加碼 |
| Neuberger Berman Group LLC | 44,369 | $83.4 萬 | 0.00% | +167+0.4% | 加碼 |
| Ieq Capital, LLC | 46,298 | $87.0 萬 | 0.00% | +4,329+10.3% | 加碼 |
| Arizona PSPRS Trust | 46,900 | $87.3 萬 | 0.03% | +46,900 | 新進 |
| Barclays PLC | 49,051 | $92.2 萬 | 0.00% | −44,857−47.8% | 減碼 |
| GAM Holding AG | 51,000 | $95.8 萬 | 0.06% | +51,000 | 新進 |
| NFJ Investment Group, LLC | 51,345 | $96.5 萬 | 0.03% | +51,345 | 新進 |
| XTX Topco Ltd | 51,964 | $97.6 萬 | 0.05% | +51,964 | 新進 |
| CWM Advisors, LLC | 53,002 | $99.6 萬 | 0.10% | +53,002 | 新進 |
| Entropy Technologies, LP | 53,407 | $100.4 萬 | 0.08% | +27,645+107.3% | 加碼 |
| California State Teachers Retirement System | 54,107 | $101.7 萬 | 0.00% | +866+1.6% | 加碼 |
| Cloverfields Capital Group, LP | 54,372 | $102.2 萬 | 0.32% | −5,025−8.5% | 減碼 |
| Novem Group | 54,567 | $102.5 萬 | 0.12% | +1,819+3.4% | 加碼 |
| Nomura Asset Management Co Ltd | 56,100 | $105.4 萬 | 0.00% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 56,196 | $105.6 萬 | 0.00% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 58,740 | $110.4 萬 | 0.00% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 59,766 | $112.4 萬 | 0.01% | −4,272−6.7% | 減碼 |
| Employees Retirement System of Texas | 60,248 | $113.2 萬 | 0.01% | +10,612+21.4% | 加碼 |
| HighTower Advisors, LLC | 60,711 | $114.1 萬 | 0.00% | +16,545+37.5% | 加碼 |
| Banco BTG Pactual S.A. | 61,465 | $115.5 萬 | 0.17% | −277,535−81.9% | 減碼 |
| IMC-Chicago, LLC | 62,106 | $116.7 萬 | 0.02% | +43,319+230.6% | 加碼 |
| Macquarie Group Ltd | 60,416 | $117.8 萬 | 0.00% | +30,208+100.0% | 加碼 |
| Martingale Asset Management L P | 64,431 | $121.1 萬 | 0.03% | +43,036+201.1% | 加碼 |
| Marshall Financial Group LLC | 66,156 | $124.3 萬 | 0.24% | +2,483+3.9% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 68,000 | $127.8 萬 | 0.01% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 69,004 | $129.7 萬 | 0.01% | +7,655+12.5% | 加碼 |
| Prudential Financial Inc | 77,695 | $146.0 萬 | 0.00% | +28,540+58.1% | 加碼 |
| Creative Planning | 77,948 | $146.5 萬 | 0.00% | +13,665+21.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 79,759 | $149.9 萬 | 0.00% | +2,111+2.7% | 加碼 |
| Advisor Group Holdings, Inc. | 86,225 | $156.7 萬 | 0.00% | −444−0.5% | 減碼 |
| Charles Schwab Investment Management Inc | 86,879 | $163.2 萬 | 0.00% | +1,748+2.1% | 加碼 |
| SG Americas Securities, LLC | 88,003 | $165.4 萬 | 0.01% | +78,096+788.3% | 加碼 |
| Resona Asset Management Co.,Ltd. | 89,015 | $167.6 萬 | 0.01% | −16,366−15.5% | 減碼 |
| Allianz Asset Management GmbH | 89,479 | $168.1 萬 | 0.00% | +89,479 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,010 | $171.0 萬 | 0.00% | 00.0% | 不變 |
| Neo Ivy Capital Management | 96,028 | $180.4 萬 | 0.44% | +24,529+34.3% | 加碼 |
| National Pension Service | 97,581 | $183.4 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 101,048 | $188.0 萬 | 0.00% | −30,789−23.4% | 減碼 |
| Danske Bank A/S | 103,100 | $193.7 萬 | 0.00% | +16,600+19.2% | 加碼 |
| KLP Kapitalforvaltning AS | 112,500 | $211.4 萬 | 0.01% | 00.0% | 不變 |
| Oaktree Fund Advisors, LLC | 116,927 | $219.7 萬 | 4.05% | +116,927 | 新進 |
| Quantinno Capital Management LP | 120,409 | $226.2 萬 | 0.01% | +54,650+83.1% | 加碼 |
| KBC Group NV | 124,785 | $234.5 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 126,563 | $237.8 萬 | 0.00% | +11,279+9.8% | 加碼 |
| British Columbia Investment Management Corp | 139,400 | $261.9 萬 | 0.02% | −5,500−3.8% | 減碼 |