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 |
|---|---|---|---|---|---|
| Bank of Montreal | 1,290,621 | $2,113 萬 | 0.01% | +1,290,621 | 新進 |
| Los Angeles Capital Management LLC | 1,192,359 | $2,134 萬 | 0.07% | +60,716+5.4% | 加碼 |
| New York State Common Retirement Fund | 1,367,877 | $2,239 萬 | 0.03% | +610,001+80.5% | 加碼 |
| Ninety One North America, Inc. | 1,435,950 | $2,351 萬 | 0.95% | +195,948+15.8% | 加碼 |
| Nuveen, LLC | 1,438,237 | $2,354 萬 | 0.01% | +9,294+0.7% | 加碼 |
| Optiver Holding B.V. | 1,440,068 | $2,357 萬 | 0.43% | +1,003,990+230.2% | 加碼 |
| UBS Group AG | 1,441,237 | $2,359 萬 | 0.00% | +730,905+102.9% | 加碼 |
| Federated Hermes, Inc. | 1,454,534 | $2,381 萬 | 0.04% | −8,641−0.6% | 減碼 |
| Russell Investments Group, Ltd. | 1,509,009 | $2,471 萬 | 0.03% | +43,317+3.0% | 加碼 |
| Deutsche Bank AG | 1,553,131 | $2,542 萬 | 0.01% | +951,350+158.1% | 加碼 |
| Goldman Sachs Group Inc | 1,570,073 | $2,570 萬 | 0.00% | +643,653+69.5% | 加碼 |
| SEI Investments Co | 1,588,560 | $2,600 萬 | 0.03% | +555,198+53.7% | 加碼 |
| Jennison Associates LLC | 1,738,889 | $2,847 萬 | 0.02% | −1,015,902−36.9% | 減碼 |
| Millennium Management LLC | 1,792,836 | $2,935 萬 | 0.02% | +1,490,257+492.5% | 加碼 |
| Public Employees Retirement System of Ohio | 1,936,961 | $3,171 萬 | 0.10% | +680,204+54.1% | 加碼 |
| Absolute Gestao de Investimentos Ltda. | 2,262,857 | $3,704 萬 | 3.89% | +1,178,246+108.6% | 加碼 |
| UBS Asset Management Americas Inc | 2,391,289 | $3,915 萬 | 0.01% | +2,391,289 | 新進 |
| American Century Companies Inc | 2,490,307 | $4,077 萬 | 0.02% | +70,115+2.9% | 加碼 |
| Northern Trust Corp | 2,568,818 | $4,205 萬 | 0.01% | +3,505+0.1% | 加碼 |
| Franklin Resources Inc | 2,734,137 | $4,476 萬 | 0.01% | +256,112+10.3% | 加碼 |
| Legal & General Group Plc | 2,760,141 | $4,518 萬 | 0.01% | +228,242+9.0% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | 3,320,159 | $5,435 萬 | 0.88% | +1,287,282+63.3% | 加碼 |
| Seafarer Capital Partners, LLC | 3,771,000 | $6,173 萬 | 16.04% | 00.0% | 不變 |
| Vanguard Group Inc | 3,784,717 | $6,196 萬 | 0.00% | +170,550+4.7% | 加碼 |
| Bank of America Corp | 3,857,852 | $6,315 萬 | 0.00% | +29,886+0.8% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 4,195,379 | $6,868 萬 | 7.03% | +2,195,087+109.7% | 加碼 |
| Fisher Asset Management, LLC | 4,377,265 | $7,166 萬 | 0.02% | −141,706−3.1% | 減碼 |
| Squadra Investments - Gestao de Recursos Ltda. | 4,793,735 | $7,847 萬 | 16.23% | −2,073,653−30.2% | 減碼 |
| Geode Capital Management, LLC | 4,866,728 | $7,929 萬 | 0.00% | +204,524+4.4% | 加碼 |
| Norges Bank | 4,898,974 | $8,020 萬 | 0.01% | +4,898,974 | 新進 |
| Atmos Capital Gestao de Recursos Ltda. | 5,621,659 | $9,203 萬 | 13.94% | −2,726,807−32.7% | 減碼 |
| Ninety One UK Ltd | 6,186,576 | $1.01 億 | 0.22% | +533,952+9.4% | 加碼 |
| Schroder Investment Management Group | 7,098,293 | $1.16 億 | 0.09% | −5,189,898−42.2% | 減碼 |
| FMR LLC | 7,360,536 | $1.20 億 | 0.01% | +161,392+2.2% | 加碼 |
| State Street Corp | 9,503,007 | $1.56 億 | 0.01% | +144,938+1.5% | 加碼 |
| Morgan Stanley | 9,524,277 | $1.56 億 | 0.01% | +1,113,641+13.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 11,799,175 | $1.93 億 | 0.11% | +1,160,977+10.9% | 加碼 |
| Massachusetts Financial Services Co | 12,263,021 | $2.01 億 | 0.06% | +1,300,982+11.9% | 加碼 |
| ARGA Investment Management, LP | 19,900,087 | $3.26 億 | 8.88% | +10,820,050+119.2% | 加碼 |
| General Atlantic LLC | 22,699,133 | $3.72 億 | 12.93% | −2,818,600−11.0% | 減碼 |
| Dodge & Cox | 33,960,545 | $5.56 億 | 0.30% | −517,600−1.5% | 減碼 |
| Capital World Investors | 37,497,038 | $6.14 億 | 0.08% | −2,409,053−6.0% | 減碼 |
| BlackRock, Inc. | 46,729,141 | $7.65 億 | 0.01% | +1,858,288+4.1% | 加碼 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,907,937−100.0% | 清倉 |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −2,538,130−100.0% | 清倉 |
| Tredje AP-fonden | 0 | $0 | 0.00% | −1,923,000−100.0% | 清倉 |
| INCA Investments LLC | 0 | $0 | 0.00% | −926,752−100.0% | 清倉 |
| Breakout Capital Partners, LP | 0 | $0 | 0.00% | −896,300−100.0% | 清倉 |
| Wim Investment Management Ltd | 0 | $0 | 0.00% | −654,000−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −535,323−100.0% | 清倉 |
| TB Capital Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −478,740−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −431,602−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −332,970−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −181,901−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −158,965−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −149,543−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −144,398−100.0% | 清倉 |
| Prudential Financial Inc | 0 | $0 | 0.00% | −77,695−100.0% | 清倉 |
| Novem Group | 0 | $0 | 0.00% | −54,567−100.0% | 清倉 |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −54,372−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −53,407−100.0% | 清倉 |
| Arizona PSPRS Trust | 0 | $0 | 0.00% | −46,900−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −39,000−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −36,676−100.0% | 清倉 |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −36,488−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −35,229−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,667−100.0% | 清倉 |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −29,260−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −28,038−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −27,953−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −27,057−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −21,282−100.0% | 清倉 |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −19,446−100.0% | 清倉 |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −16,493−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −13,917−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,628−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −13,482−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −11,840−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −11,624−100.0% | 清倉 |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −11,332−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −11,124−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,638−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,046−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −844−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −134−100.0% | 清倉 |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| AXA Investment Managers S.A. | – | – | – | – | 本季未申報 |
| Jarislowsky, Fraser Ltd | – | – | – | – | 本季未申報 |
| Shell Asset Management Co | – | – | – | – | 本季未申報 |