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 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 26,702 | $43.7 萬 | 0.00% | +4,491+20.2% | 加碼 |
| AlphaGrep UK Ltd | 26,411 | $43.2 萬 | 0.14% | +26,411 | 新進 |
| Wells Fargo & Company | 26,331 | $43.1 萬 | 0.00% | +6,273+31.3% | 加碼 |
| Summit Trail Advisors, LLC | 26,134 | $42.8 萬 | 0.01% | +3,850+17.3% | 加碼 |
| Employees Retirement System of Texas | 25,905 | $42.4 萬 | 0.00% | −34,343−57.0% | 減碼 |
| STRS Ohio | 25,601 | $41.9 萬 | 0.00% | −3,051−10.6% | 減碼 |
| LSV Asset Management | 25,400 | $41.6 萬 | 0.00% | 00.0% | 不變 |
| Banco BTG Pactual S.A. | 23,909 | $39.1 萬 | 0.07% | −37,556−61.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 23,646 | $38.7 萬 | 0.00% | −36,120−60.4% | 減碼 |
| Prudential PLC | 23,362 | $38.2 萬 | 0.00% | −2,561−9.9% | 減碼 |
| Tudor Investment Corp Et Al | 22,154 | $36.3 萬 | 0.00% | +22,154 | 新進 |
| Sterling Capital Management LLC | 21,582 | $35.3 萬 | 0.01% | −1,316−5.7% | 減碼 |
| Utah Retirement Systems | 21,424 | $35.1 萬 | 0.00% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,368 | $35.0 萬 | 0.00% | +3,236+17.8% | 加碼 |
| Janney Montgomery Scott LLC | 20,951 | $34.3 萬 | 0.00% | −645,233−96.9% | 減碼 |
| Principal Securities, Inc. | 20,746 | $34.0 萬 | 0.01% | +5,973+40.4% | 加碼 |
| Graham Capital Management, L.P. | 20,650 | $33.8 萬 | 0.01% | +2,129+11.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 20,434 | $33.5 萬 | 0.00% | −35,762−63.6% | 減碼 |
| Tandem Capital Management Corp | 20,203 | $33.1 萬 | 0.15% | +4,150+25.9% | 加碼 |
| Nomura Holdings Inc | 20,037 | $32.8 萬 | 0.00% | +20,037 | 新進 |
| OneAscent Financial Services LLC | 19,837 | $32.5 萬 | 0.03% | +1,344+7.3% | 加碼 |
| Ensign Peak Advisors, Inc | 19,750 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 18,673 | $31.8 萬 | 0.00% | −2,836−13.2% | 減碼 |
| Maryland State Retirement & Pension System | 19,068 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 18,994 | $31.1 萬 | 0.07% | −146−0.8% | 減碼 |
| Polymer Capital Management (US) LLC | 18,873 | $30.9 萬 | 0.04% | +18,873 | 新進 |
| OneAscent Wealth Management LLC | 18,230 | $29.8 萬 | 0.10% | −460−2.5% | 減碼 |
| Armistice Capital, LLC | 18,204 | $29.8 萬 | 0.01% | +18,204 | 新進 |
| Private Advisor Group, LLC | 17,889 | $29.3 萬 | 0.00% | −15,064−45.7% | 減碼 |
| Brinker Capital Investments, LLC | 17,777 | $29.1 萬 | 0.00% | +1,752+10.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 17,346 | $28.4 萬 | 0.01% | 00.0% | 不變 |
| Diversified Trust Co | 16,779 | $27.5 萬 | 0.01% | +377+2.3% | 加碼 |
| Bridgefront Capital, LLC | 16,725 | $27.4 萬 | 0.07% | +4,199+33.5% | 加碼 |
| Walleye Capital LLC | 16,432 | $26.9 萬 | 0.00% | +11,674+245.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 16,292 | $26.7 萬 | 0.00% | +1,728+11.9% | 加碼 |
| OneAscent Investment Solutions LLC | 15,904 | $26.0 萬 | 0.28% | −65−0.4% | 減碼 |
| Frank, Rimerman Advisors LLC | 14,606 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 14,500 | $23.7 萬 | 0.02% | +14,500 | 新進 |
| CWM, LLC | 14,339 | $23.5 萬 | 0.00% | −2,243−13.5% | 減碼 |
| North Dakota State Investment Board | 14,347 | $23.5 萬 | 0.01% | +14,347 | 新進 |
| Credit Agricole S A | 14,200 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 13,855 | $22.7 萬 | 0.00% | +573+4.3% | 加碼 |
| V-Square Quantitative Management LLC | 13,800 | $22.6 萬 | 0.02% | 00.0% | 不變 |
| Virtu Financial LLC | 13,746 | $22.5 萬 | 0.01% | +13,746 | 新進 |
| Inspire Advisors, LLC | 13,486 | $22.1 萬 | 0.02% | +13,486 | 新進 |
| Paragon Capital Management Ltd | 13,474 | $22.1 萬 | 0.04% | 00.0% | 不變 |
| Dakota Wealth Management | 13,363 | $21.9 萬 | 0.00% | +1,773+15.3% | 加碼 |
| Merit Financial Group, LLC | 13,313 | $21.8 萬 | 0.00% | −2,606−16.4% | 減碼 |
| Balyasny Asset Management LLC | 12,944 | $21.2 萬 | 0.00% | −362,035−96.5% | 減碼 |
| Yousif Capital Management, LLC | 11,498 | $21.1 萬 | 0.00% | +64+0.6% | 加碼 |
| PCM Encore, LLC | 12,793 | $20.9 萬 | 0.04% | +12,793 | 新進 |
| US Bancorp | 12,635 | $20.7 萬 | 0.00% | −525−4.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 12,493 | $20.5 萬 | 0.00% | +20+0.2% | 加碼 |
| JustInvest LLC | 11,983 | $19.6 萬 | 0.00% | −770−6.0% | 減碼 |
| Marshall Financial Group LLC | 11,733 | $19.2 萬 | 0.04% | −54,423−82.3% | 減碼 |
| Raymond James Financial Inc | 11,727 | $19.2 萬 | 0.00% | −25,878−68.8% | 減碼 |
| Cetera Investment Advisers | 11,518 | $18.9 萬 | 0.00% | −30,485−72.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 11,451 | $18.7 萬 | 0.00% | −2,380−17.2% | 減碼 |
| Vestcor Inc | 11,430 | $18.7 萬 | 0.01% | +8,017+234.9% | 加碼 |
| Principal Financial Group Inc | 11,416 | $18.7 萬 | 0.00% | −3,477−23.3% | 減碼 |
| 9823 Capital, L.P. | 11,198 | $18.3 萬 | 0.13% | +11,198 | 新進 |
| Lighthouse Investment Partners, LLC | 11,078 | $18.1 萬 | 0.01% | +11,078 | 新進 |
| 1832 Asset Management L.P. | 10,949 | $17.9 萬 | 0.00% | +10,949 | 新進 |
| Impact Partnership Wealth, LLC | 10,926 | $17.9 萬 | 0.02% | +10,926 | 新進 |
| GAMMA Investing LLC | 10,750 | $17.6 萬 | 0.01% | +578+5.7% | 加碼 |
| LPL Financial LLC | 10,454 | $17.1 萬 | 0.00% | −20,467−66.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,926 | $14.6 萬 | 0.02% | +8,926 | 新進 |
| Fideuram Asset Management (Ireland) dac | 10,404 | $14.1 萬 | 0.01% | +10,404 | 新進 |
| Covestor Ltd | 8,382 | $13.7 萬 | 0.07% | −79−0.9% | 減碼 |
| MetLife Investment Management | 8,159 | $13.4 萬 | 0.00% | −295−3.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 6,867 | $11.3 萬 | 0.00% | +723+11.8% | 加碼 |
| Signaturefd, LLC | 5,760 | $9.43 萬 | 0.00% | +61+1.1% | 加碼 |
| Global Retirement Partners, LLC | 5,597 | $9.16 萬 | 0.00% | +3,396+154.3% | 加碼 |
| Advisor Group Holdings, Inc. | 4,476 | $7.33 萬 | 0.00% | −81,749−94.8% | 減碼 |
| Versant Capital Management, Inc | 4,158 | $6.81 萬 | 0.01% | +1,031+33.0% | 加碼 |
| Virtus ETF Advisers LLC | 4,000 | $6.55 萬 | 0.03% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,963 | $6.49 萬 | 0.00% | −87−2.1% | 減碼 |
| Farther Finance Advisors, LLC | 3,841 | $6.29 萬 | 0.00% | −4,477−53.8% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 3,390 | $5.55 萬 | 0.02% | +3,390 | 新進 |
| Quadrant Capital Group LLC | 3,045 | $4.98 萬 | 0.00% | −145−4.5% | 減碼 |
| Basecamp Wealth Advisors LLC | 2,480 | $4.06 萬 | 0.01% | +2,480 | 新進 |
| FNY Investment Advisers, LLC | 2,100 | $3.40 萬 | 0.01% | +2,100 | 新進 |
| Provida Pension Fund Administrator | 1,858 | $3.04 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,690 | $2.77 萬 | 0.00% | +99+6.2% | 加碼 |
| Parallel Advisors, LLC | 1,513 | $2.48 萬 | 0.00% | +9+0.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,479 | $2.42 萬 | 0.00% | −686−31.7% | 減碼 |
| Grove Bank & Trust | 1,438 | $2.35 萬 | 0.00% | −66−4.4% | 減碼 |
| Rockefeller Capital Management L.P. | 1,242 | $2.03 萬 | 0.00% | +834+204.4% | 加碼 |
| Larson Financial Group LLC | 861 | $1.41 萬 | 0.00% | +273+46.4% | 加碼 |
| Massmutual Trust Co FSB | 854 | $1.40 萬 | 0.00% | +22+2.6% | 加碼 |
| Triumph Capital Management | 800 | $1.31 萬 | 0.00% | +800 | 新進 |
| J.Safra Asset Management Corp | 600 | $9,822 | 0.00% | +600 | 新進 |
| Westside Investment Management, Inc. | 545 | $8,818 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 505 | $8,267 | 0.00% | +133+35.8% | 加碼 |
| Atlantic Trust, LLC | 429 | $7,023 | 0.00% | −31−6.7% | 減碼 |
| SBI Securities Co., Ltd. | 386 | $6,319 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 363 | $5,943 | 0.00% | −2,679−88.1% | 減碼 |
| Smartleaf Asset Management LLC | 357 | $5,905 | 0.00% | −574−61.7% | 減碼 |
| National Bank of Canada | 335 | $5,484 | 0.00% | −24−6.7% | 減碼 |
| Parkside Financial Bank & Trust | 333 | $5,452 | 0.00% | +154+86.0% | 加碼 |