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 4 季 13F 持有人
XP Inc. 在 2025/12/31 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
- 343
- 較 2025 年第 3 季 +18 家
- 持有股數
- 3.49 億
- 較 2025 年第 3 季 +624.4 萬 (+1.8%)
- 總市值
- $57.2 億
- 較 2025 年第 3 季 −$7.25 億 (−11.3%)
- 新進機構
- 64
- 另有 130 家加碼
- 清倉機構
- 46
- 另有 112 家減碼
另有 3 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 13,800 | $22.6 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 13,855 | $22.7 萬 | 0.00% | +573+4.3% | 加碼 |
| Credit Agricole S A | 14,200 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| North Dakota State Investment Board | 14,347 | $23.5 萬 | 0.01% | +14,347 | 新進 |
| CWM, LLC | 14,339 | $23.5 萬 | 0.00% | −2,243−13.5% | 減碼 |
| Pekin Hardy Strauss, Inc. | 14,500 | $23.7 萬 | 0.02% | +14,500 | 新進 |
| Frank, Rimerman Advisors LLC | 14,606 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| OneAscent Investment Solutions LLC | 15,904 | $26.0 萬 | 0.28% | −65−0.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 16,292 | $26.7 萬 | 0.00% | +1,728+11.9% | 加碼 |
| Walleye Capital LLC | 16,432 | $26.9 萬 | 0.00% | +11,674+245.4% | 加碼 |
| Bridgefront Capital, LLC | 16,725 | $27.4 萬 | 0.07% | +4,199+33.5% | 加碼 |
| Diversified Trust Co | 16,779 | $27.5 萬 | 0.01% | +377+2.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 17,346 | $28.4 萬 | 0.01% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 17,777 | $29.1 萬 | 0.00% | +1,752+10.9% | 加碼 |
| Private Advisor Group, LLC | 17,889 | $29.3 萬 | 0.00% | −15,064−45.7% | 減碼 |
| Armistice Capital, LLC | 18,204 | $29.8 萬 | 0.01% | +18,204 | 新進 |
| OneAscent Wealth Management LLC | 18,230 | $29.8 萬 | 0.10% | −460−2.5% | 減碼 |
| Polymer Capital Management (US) LLC | 18,873 | $30.9 萬 | 0.04% | +18,873 | 新進 |
| Outlook Wealth Advisors, LLC | 18,994 | $31.1 萬 | 0.07% | −146−0.8% | 減碼 |
| Maryland State Retirement & Pension System | 19,068 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 18,673 | $31.8 萬 | 0.00% | −2,836−13.2% | 減碼 |
| Ensign Peak Advisors, Inc | 19,750 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 19,837 | $32.5 萬 | 0.03% | +1,344+7.3% | 加碼 |
| Nomura Holdings Inc | 20,037 | $32.8 萬 | 0.00% | +20,037 | 新進 |
| Tandem Capital Management Corp | 20,203 | $33.1 萬 | 0.15% | +4,150+25.9% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 20,434 | $33.5 萬 | 0.00% | −35,762−63.6% | 減碼 |
| Graham Capital Management, L.P. | 20,650 | $33.8 萬 | 0.01% | +2,129+11.5% | 加碼 |
| Principal Securities, Inc. | 20,746 | $34.0 萬 | 0.01% | +5,973+40.4% | 加碼 |
| Janney Montgomery Scott LLC | 20,951 | $34.3 萬 | 0.00% | −645,233−96.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,368 | $35.0 萬 | 0.00% | +3,236+17.8% | 加碼 |
| Utah Retirement Systems | 21,424 | $35.1 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 21,582 | $35.3 萬 | 0.01% | −1,316−5.7% | 減碼 |
| Tudor Investment Corp Et Al | 22,154 | $36.3 萬 | 0.00% | +22,154 | 新進 |
| Prudential PLC | 23,362 | $38.2 萬 | 0.00% | −2,561−9.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 23,646 | $38.7 萬 | 0.00% | −36,120−60.4% | 減碼 |
| Banco BTG Pactual S.A. | 23,909 | $39.1 萬 | 0.07% | −37,556−61.1% | 減碼 |
| LSV Asset Management | 25,400 | $41.6 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 25,601 | $41.9 萬 | 0.00% | −3,051−10.6% | 減碼 |
| Employees Retirement System of Texas | 25,905 | $42.4 萬 | 0.00% | −34,343−57.0% | 減碼 |
| Summit Trail Advisors, LLC | 26,134 | $42.8 萬 | 0.01% | +3,850+17.3% | 加碼 |
| Wells Fargo & Company | 26,331 | $43.1 萬 | 0.00% | +6,273+31.3% | 加碼 |
| AlphaGrep UK Ltd | 26,411 | $43.2 萬 | 0.14% | +26,411 | 新進 |
| IFM Investors Pty Ltd | 26,702 | $43.7 萬 | 0.00% | +4,491+20.2% | 加碼 |
| Omers Administration Corp | 26,717 | $43.7 萬 | 0.00% | +26,717 | 新進 |
| Standard Life Aberdeen plc | 27,076 | $44.3 萬 | 0.00% | +1,874+7.4% | 加碼 |
| Ieq Capital, LLC | 27,119 | $44.4 萬 | 0.00% | −19,179−41.4% | 減碼 |
| Headlands Technologies LLC | 28,122 | $46.0 萬 | 0.04% | +28,122 | 新進 |
| Xponance, Inc. | 28,687 | $47.0 萬 | 0.00% | −266−0.9% | 減碼 |
| DRW Securities, LLC | 29,079 | $47.6 萬 | 0.04% | +9,242+46.6% | 加碼 |
| Martingale Asset Management L P | 30,171 | $49.4 萬 | 0.01% | −34,260−53.2% | 減碼 |
| Man Group plc | 30,700 | $50.3 萬 | 0.00% | +30,700 | 新進 |
| SummitTX Capital, L.P. | 30,978 | $50.7 萬 | 0.02% | +857+2.8% | 加碼 |
| Teacher Retirement System of Texas | 31,533 | $51.6 萬 | 0.00% | −3,085−8.9% | 減碼 |
| Mariner, LLC | 31,843 | $52.2 萬 | 0.00% | −1,395−4.2% | 減碼 |
| Legacy Wealth Asset Management, LLC | 32,196 | $52.7 萬 | 0.13% | −105−0.3% | 減碼 |
| Drucker Wealth 3.0, LLC | 33,669 | $55.1 萬 | 0.10% | +12,830+61.6% | 加碼 |
| Banco Santander, S.A. | 33,696 | $55.2 萬 | 0.00% | +33,696 | 新進 |
| Parallax Volatility Advisers, L.P. | 34,126 | $55.9 萬 | 0.02% | +34,126 | 新進 |
| Amalgamated Bank | 34,217 | $56.0 萬 | 0.00% | +13,059+61.7% | 加碼 |
| Atria Investments LLC | 34,312 | $56.2 萬 | 0.01% | −2,591−7.0% | 減碼 |
| Axq Capital, LP | 34,574 | $56.6 萬 | 0.13% | +6,316+22.4% | 加碼 |
| Diametric Capital, LP | 35,697 | $58.4 萬 | 0.16% | +35,697 | 新進 |
| Macquarie Group Ltd | 36,147 | $59.2 萬 | 0.00% | −24,269−40.2% | 減碼 |
| VPR Management LLC | 37,068 | $60.7 萬 | 0.27% | 00.0% | 不變 |
| Fairtree Asset Management (Pty) Ltd | 38,208 | $62.5 萬 | 0.29% | +2,854+8.1% | 加碼 |
| Qsemble Capital Management, LP | 38,334 | $62.8 萬 | 0.05% | +373+1.0% | 加碼 |
| Neuberger Berman Group LLC | 43,938 | $71.9 萬 | 0.00% | −431−1.0% | 減碼 |
| DnB Asset Management AS | 44,043 | $72.1 萬 | 0.00% | −114,994−72.3% | 減碼 |
| Ethic Inc. | 44,060 | $72.1 萬 | 0.01% | +10,676+32.0% | 加碼 |
| Point Nemo Capital, LLC | 45,576 | $74.6 萬 | 0.74% | +45,576 | 新進 |
| Triglav Skladi, D.O.O. | 46,033 | $75.4 萬 | 0.05% | +11,033+31.5% | 加碼 |
| Swiss Life Asset Management Ltd | 46,486 | $76.1 萬 | 0.00% | +10,763+30.1% | 加碼 |
| Dauntless Investment Group, LLC | 46,696 | $76.4 萬 | 2.81% | +26,626+132.7% | 加碼 |
| Trexquant Investment LP | 48,172 | $78.9 萬 | 0.01% | −366,507−88.4% | 減碼 |
| EFG International AG | 48,637 | $79.6 萬 | 0.02% | +48,637 | 新進 |
| Havemeyer Place LP | 51,663 | $84.6 萬 | 0.17% | +51,663 | 新進 |
| Marex Group plc | 51,915 | $85.0 萬 | 0.01% | +40,462+353.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 52,676 | $86.0 萬 | 0.03% | +17,138+48.2% | 加碼 |
| Sanctuary Advisors, LLC | 52,916 | $86.6 萬 | 0.00% | −16,088−23.3% | 減碼 |
| NFJ Investment Group, LLC | 53,884 | $88.2 萬 | 0.03% | +2,539+4.9% | 加碼 |
| Nomura Asset Management Co Ltd | 56,100 | $91.8 萬 | 0.00% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 56,553 | $93.0 萬 | 0.00% | −2,187−3.7% | 減碼 |
| Lazard Asset Management LLC | 59,926 | $98.1 萬 | 0.00% | −182,015−75.2% | 減碼 |
| HighTower Advisors, LLC | 60,147 | $98.5 萬 | 0.00% | −564−0.9% | 減碼 |
| Hyperion Capital Advisors LP | 61,067 | $100.0 萬 | 0.49% | +46,067+307.1% | 加碼 |
| HRT Financial LP | 64,879 | $106.2 萬 | 0.00% | −366,843−85.0% | 減碼 |
| Winton Group Ltd | 65,000 | $106.4 萬 | 0.04% | +65,000 | 新進 |
| Barclays PLC | 68,772 | $112.6 萬 | 0.00% | +19,721+40.2% | 加碼 |
| Creative Planning | 69,663 | $114.0 萬 | 0.00% | −8,285−10.6% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 78,000 | $127.7 萬 | 0.01% | +10,000+14.7% | 加碼 |
| Hussman Strategic Advisors, Inc. | 84,000 | $137.5 萬 | 0.33% | +84,000 | 新進 |
| Manufacturers Life Insurance Company, The | 85,405 | $139.8 萬 | 0.00% | +5,646+7.1% | 加碼 |
| Charles Schwab Investment Management Inc | 87,356 | $143.0 萬 | 0.00% | +477+0.5% | 加碼 |
| California State Teachers Retirement System | 87,653 | $143.5 萬 | 0.00% | +33,546+62.0% | 加碼 |
| CWM Advisors, LLC | 88,215 | $144.4 萬 | 0.13% | +35,213+66.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,010 | $149.0 萬 | 0.00% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 93,751 | $153.6 萬 | 0.01% | +4,736+5.3% | 加碼 |
| Danske Bank A/S | 94,900 | $155.4 萬 | 0.00% | −8,200−8.0% | 減碼 |
| PEAK6 LLC | 96,030 | $157.2 萬 | 0.04% | +80,762+529.0% | 加碼 |
| Engineers Gate Manager LP | 100,677 | $164.8 萬 | 0.02% | −99,988−49.8% | 減碼 |