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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 27,057 | $50.8 萬 | 0.08% | +27,057 | 新進 |
| Prudential PLC | 25,923 | $48.7 萬 | 0.00% | −19,958−43.5% | 減碼 |
| LSV Asset Management | 25,400 | $47.7 萬 | 0.00% | +4,800+23.3% | 加碼 |
| Standard Life Aberdeen plc | 25,202 | $47.4 萬 | 0.00% | +1,120+4.7% | 加碼 |
| Sterling Capital Management LLC | 22,898 | $43.0 萬 | 0.01% | −2,053−8.2% | 減碼 |
| Summit Trail Advisors, LLC | 22,284 | $41.9 萬 | 0.01% | +22,284 | 新進 |
| IFM Investors Pty Ltd | 22,211 | $41.7 萬 | 0.00% | +22,211 | 新進 |
| Utah Retirement Systems | 21,424 | $40.3 萬 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 21,282 | $40.0 萬 | 0.00% | +21,282 | 新進 |
| Amalgamated Bank | 21,158 | $39.8 萬 | 0.00% | −776−3.5% | 減碼 |
| Drucker Wealth 3.0, LLC | 20,839 | $39.2 萬 | 0.07% | +20,839 | 新進 |
| Dauntless Investment Group, LLC | 20,070 | $37.7 萬 | 0.99% | −15,000−42.8% | 減碼 |
| Wells Fargo & Company | 20,058 | $37.7 萬 | 0.00% | +3,086+18.2% | 加碼 |
| DRW Securities, LLC | 19,837 | $37.4 萬 | 0.02% | −7,996−28.7% | 減碼 |
| Ensign Peak Advisors, Inc | 19,750 | $37.1 萬 | 0.00% | −550−2.7% | 減碼 |
| Outlook Wealth Advisors, LLC | 19,140 | $36.0 萬 | 0.09% | −4,562−19.2% | 減碼 |
| Maryland State Retirement & Pension System | 19,068 | $35.8 萬 | 0.01% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 19,446 | $35.7 萬 | 0.01% | −15,160−43.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 21,509 | $35.4 萬 | 0.00% | −5,029−19.0% | 減碼 |
| OneAscent Wealth Management LLC | 18,690 | $35.1 萬 | 0.12% | +18,690 | 新進 |
| Graham Capital Management, L.P. | 18,521 | $34.8 萬 | 0.01% | −98,422−84.2% | 減碼 |
| OneAscent Financial Services LLC | 18,493 | $34.7 萬 | 0.02% | +18,493 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,132 | $34.1 萬 | 0.00% | −49−0.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 17,346 | $32.6 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 16,582 | $31.2 萬 | 0.00% | +2,859+20.8% | 加碼 |
| Intech Investment Management LLC | 16,493 | $31.0 萬 | 0.00% | +16,493 | 新進 |
| Diversified Trust Co | 16,402 | $30.8 萬 | 0.01% | +4,784+41.2% | 加碼 |
| Tandem Capital Management Corp | 16,053 | $30.2 萬 | 0.14% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 16,025 | $30.1 萬 | 0.00% | +16,025 | 新進 |
| OneAscent Investment Solutions LLC | 15,969 | $30.0 萬 | 0.32% | +15,969 | 新進 |
| Merit Financial Group, LLC | 15,919 | $29.9 萬 | 0.00% | +2,426+18.0% | 加碼 |
| PEAK6 LLC | 15,268 | $28.7 萬 | 0.01% | +15,268 | 新進 |
| Hyperion Capital Advisors LP | 15,000 | $28.2 萬 | 0.15% | 00.0% | 不變 |
| Principal Financial Group Inc | 14,893 | $28.0 萬 | 0.00% | −2,721−15.4% | 減碼 |
| Principal Securities, Inc. | 14,773 | $27.8 萬 | 0.00% | +3,165+27.3% | 加碼 |
| Frank, Rimerman Advisors LLC | 14,606 | $27.4 萬 | 0.02% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 14,564 | $27.4 萬 | 0.00% | +1,617+12.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 14,369 | $27.0 萬 | 0.00% | +14,369 | 新進 |
| Credit Agricole S A | 14,200 | $26.7 萬 | 0.00% | +14,200 | 新進 |
| Quantitative Investment Management, LLC | 13,917 | $26.1 萬 | 0.04% | −17,870−56.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 13,831 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 13,800 | $25.9 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 13,628 | $25.6 萬 | 0.00% | −443,600−97.0% | 減碼 |
| Cerity Partners LLC | 13,482 | $25.3 萬 | 0.00% | +13,482 | 新進 |
| Paragon Capital Management Ltd | 13,474 | $25.3 萬 | 0.05% | −837−5.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 13,282 | $25.0 萬 | 0.00% | +1,070+8.8% | 加碼 |
| US Bancorp | 13,160 | $24.7 萬 | 0.00% | −17,151−56.6% | 減碼 |
| JustInvest LLC | 12,753 | $24.0 萬 | 0.00% | −117−0.9% | 減碼 |
| Bridgefront Capital, LLC | 12,526 | $23.5 萬 | 0.07% | −23,346−65.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 12,473 | $23.4 萬 | 0.00% | +12,473 | 新進 |
| Fieldview Capital Management, LLC | 11,840 | $22.2 萬 | 0.04% | −10,242−46.4% | 減碼 |
| Summit Global Investments | 11,624 | $21.8 萬 | 0.01% | +636+5.8% | 加碼 |
| Dakota Wealth Management | 11,590 | $21.8 萬 | 0.00% | +11,590 | 新進 |
| Marex Group plc | 11,453 | $21.7 萬 | 0.00% | +11,453 | 新進 |
| Yousif Capital Management, LLC | 11,434 | $21.5 萬 | 0.00% | +239+2.1% | 加碼 |
| Independent Financial Group, LLC | 11,332 | $21.3 萬 | 0.01% | +11,332 | 新進 |
| State of Wyoming | 11,124 | $20.9 萬 | 0.02% | +11,124 | 新進 |
| Jarislowsky, Fraser Ltd | 10,949 | $20.6 萬 | 0.00% | −314,208−96.6% | 減碼 |
| Blueshift Asset Management, LLC | 10,638 | $20.0 萬 | 0.06% | +10,638 | 新進 |
| GAMMA Investing LLC | 10,172 | $19.1 萬 | 0.01% | −3,384−25.0% | 減碼 |
| Mercer Global Advisors Inc | 10,046 | $18.9 萬 | 0.00% | +10,046 | 新進 |
| Covestor Ltd | 8,461 | $15.9 萬 | 0.09% | −1,271−13.1% | 減碼 |
| MetLife Investment Management | 8,454 | $15.9 萬 | 0.00% | +72+0.9% | 加碼 |
| Farther Finance Advisors, LLC | 8,318 | $15.6 萬 | 0.00% | +3,903+88.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 6,144 | $11.6 萬 | 0.00% | +420+7.3% | 加碼 |
| Signaturefd, LLC | 5,699 | $10.7 萬 | 0.00% | +20.0% | 加碼 |
| Rothschild Investment LLC | 5,622 | $10.6 萬 | 0.01% | +5,577+12,393.3% | 加碼 |
| Walleye Capital LLC | 4,758 | $8.94 萬 | 0.00% | −574−10.8% | 減碼 |
| Ronald Blue Trust, Inc. | 4,050 | $7.61 萬 | 0.00% | −210−4.9% | 減碼 |
| Virtus ETF Advisers LLC | 4,000 | $7.52 萬 | 0.04% | +4,000 | 新進 |
| Vestcor Inc | 3,413 | $6.40 萬 | 0.00% | +3,413 | 新進 |
| Quadrant Capital Group LLC | 3,190 | $5.99 萬 | 0.00% | +3,190 | 新進 |
| Versant Capital Management, Inc | 3,127 | $5.88 萬 | 0.01% | +491+18.6% | 加碼 |
| SRS Capital Advisors, Inc. | 3,042 | $5.72 萬 | 0.00% | +3,042 | 新進 |
| Caitong International Asset Management Co., Ltd | 2,825 | $5.31 萬 | 0.04% | +2,675+1,783.3% | 加碼 |
| Shell Asset Management Co | 2,689 | $5.10 萬 | 0.01% | −7,988−74.8% | 減碼 |
| Global Retirement Partners, LLC | 2,201 | $4.14 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,165 | $4.07 萬 | 0.00% | −186−7.9% | 減碼 |
| Provida Pension Fund Administrator | 1,858 | $3.49 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,591 | $2.99 萬 | 0.00% | −43−2.6% | 減碼 |
| Grove Bank & Trust | 1,504 | $2.83 萬 | 0.00% | −340−18.4% | 減碼 |
| Parallel Advisors, LLC | 1,504 | $2.83 萬 | 0.00% | −157−9.5% | 減碼 |
| Smartleaf Asset Management LLC | 931 | $1.77 萬 | 0.00% | +388+71.5% | 加碼 |
| Leonteq Securities AG | 844 | $1.59 萬 | 0.00% | +722+591.8% | 加碼 |
| Massmutual Trust Co FSB | 832 | $1.56 萬 | 0.00% | −48−5.5% | 減碼 |
| Larson Financial Group LLC | 588 | $1.10 萬 | 0.00% | −29−4.7% | 減碼 |
| Westside Investment Management, Inc. | 545 | $9,935 | 0.00% | +545 | 新進 |
| Atlantic Trust, LLC | 460 | $8,644 | 0.00% | +31+7.2% | 加碼 |
| Rockefeller Capital Management L.P. | 408 | $7,666 | 0.00% | +408 | 新進 |
| Essential Partners LLC | 397 | $7,460 | 0.00% | +98+32.8% | 加碼 |
| SBI Securities Co., Ltd. | 386 | $7,253 | 0.00% | −990−71.9% | 減碼 |
| Allworth Financial LP | 372 | $6,990 | 0.00% | +117+45.9% | 加碼 |
| National Bank of Canada | 359 | $6,746 | 0.00% | +199+124.4% | 加碼 |
| Nisa Investment Advisors, LLC | 350 | $6,577 | 0.00% | +350 | 新進 |
| MV Capital Management, Inc. | 257 | $4,830 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 210 | $3,946 | 0.00% | +122+138.6% | 加碼 |
| Investors Research Corp | 204 | $3,833 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 179 | $3,364 | 0.00% | +39+27.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 157 | $2,950 | 0.00% | −88−35.9% | 減碼 |
| Quent Capital, LLC | 137 | $2,574 | 0.00% | +137 | 新進 |