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。
2026 年第 1 季 13F 持有人
XP Inc. 在 2026/3/31 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
- 359
- 較 2025 年第 4 季 +21 家
- 持有股數
- 3.33 億
- 較 2025 年第 4 季 −803.8 萬 (−2.4%)
- 總市值
- $63.3 億
- 較 2025 年第 4 季 +$7.53 億 (+13.5%)
- 新進機構
- 68
- 另有 154 家加碼
- 清倉機構
- 47
- 另有 95 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 13,423 | $25.6 萬 | 0.00% | +13,423 | 新進 |
| V-Square Quantitative Management LLC | 13,800 | $26.3 萬 | 0.03% | 00.0% | 不變 |
| Credit Agricole S A | 14,200 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 14,327 | $27.3 萬 | 0.01% | +12,848+868.7% | 加碼 |
| Great Lakes Advisors, LLC | 14,392 | $27.4 萬 | 0.00% | −370,201−96.3% | 減碼 |
| JustInvest LLC | 14,475 | $27.6 萬 | 0.00% | +2,492+20.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 14,606 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| LPL Financial LLC | 15,168 | $28.9 萬 | 0.00% | +4,714+45.1% | 加碼 |
| Merit Financial Group, LLC | 15,261 | $29.1 萬 | 0.00% | +1,948+14.6% | 加碼 |
| Oxford Asset Management LLP | 15,370 | $29.3 萬 | 0.12% | +15,370 | 新進 |
| US Bancorp | 15,497 | $29.5 萬 | 0.00% | +2,862+22.7% | 加碼 |
| Mercer Global Advisors Inc | 16,281 | $31.0 萬 | 0.00% | +16,281 | 新進 |
| OneAscent Investment Solutions LLC | 16,289 | $31.0 萬 | 0.31% | +385+2.4% | 加碼 |
| Tudor Investment Corp Et Al | 16,791 | $32.0 萬 | 0.00% | −5,363−24.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 17,138 | $32.6 萬 | 0.01% | −35,538−67.5% | 減碼 |
| Graham Capital Management, L.P. | 17,146 | $32.6 萬 | 0.01% | −3,504−17.0% | 減碼 |
| Royal Bank of Canada | 17,220 | $32.8 萬 | 0.00% | −452,328−96.3% | 減碼 |
| Pekin Hardy Strauss, Inc. | 17,300 | $32.9 萬 | 0.03% | +2,800+19.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 17,419 | $33.2 萬 | 0.00% | +3,564+25.7% | 加碼 |
| Dakota Wealth Management | 17,439 | $33.2 萬 | 0.01% | +4,076+30.5% | 加碼 |
| Private Advisor Group, LLC | 17,706 | $33.7 萬 | 0.00% | −183−1.0% | 減碼 |
| Cetera Investment Advisers | 17,748 | $33.8 萬 | 0.00% | +6,230+54.1% | 加碼 |
| Advisor Group Holdings, Inc. | 17,913 | $34.1 萬 | 0.00% | +13,437+300.2% | 加碼 |
| Vestcor Inc | 18,317 | $34.9 萬 | 0.01% | +6,887+60.3% | 加碼 |
| CWM, LLC | 18,381 | $35.0 萬 | 0.00% | +4,042+28.2% | 加碼 |
| IMC-Chicago, LLC | 18,406 | $35.0 萬 | 0.01% | −114,539−86.2% | 減碼 |
| Outlook Wealth Advisors, LLC | 18,907 | $36.0 萬 | 0.09% | −87−0.5% | 減碼 |
| Maryland State Retirement & Pension System | 19,068 | $36.3 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Financial Partners, Inc. | 19,114 | $36.4 萬 | 0.00% | +19,114 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 19,611 | $36.5 萬 | 0.00% | +938+5.0% | 加碼 |
| Janney Montgomery Scott LLC | 19,491 | $37.1 萬 | 0.00% | −1,460−7.0% | 減碼 |
| Tandem Capital Management Corp | 19,663 | $37.4 萬 | 0.19% | −540−2.7% | 減碼 |
| Ensign Peak Advisors, Inc | 19,750 | $37.6 萬 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 20,158 | $38.4 萬 | 0.04% | −7,964−28.3% | 減碼 |
| Dauntless Investment Group, LLC | 20,176 | $38.4 萬 | 1.08% | −26,520−56.8% | 減碼 |
| DRW Securities, LLC | 20,477 | $39.0 萬 | 0.02% | −8,602−29.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 20,620 | $39.3 萬 | 0.00% | +4,328+26.6% | 加碼 |
| Brinker Capital Investments, LLC | 20,735 | $39.5 萬 | 0.00% | +2,958+16.6% | 加碼 |
| OneAscent Wealth Management LLC | 21,040 | $40.1 萬 | 0.13% | +2,810+15.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,368 | $40.7 萬 | 0.00% | 00.0% | 不變 |
| Utah Retirement Systems | 21,424 | $40.8 萬 | 0.00% | 00.0% | 不變 |
| Atria Investments LLC | 22,495 | $42.8 萬 | 0.00% | −11,817−34.4% | 減碼 |
| Diametric Capital, LP | 22,639 | $43.1 萬 | 0.11% | −13,058−36.6% | 減碼 |
| Prudential Financial Inc | 22,860 | $43.5 萬 | 0.00% | +22,860 | 新進 |
| Prudential PLC | 23,250 | $44.3 萬 | 0.00% | −112−0.5% | 減碼 |
| STRS Ohio | 24,042 | $45.8 萬 | 0.00% | −1,559−6.1% | 減碼 |
| OneAscent Financial Services LLC | 25,759 | $49.0 萬 | 0.03% | +5,922+29.9% | 加碼 |
| Omers Administration Corp | 26,717 | $50.9 萬 | 0.00% | 00.0% | 不變 |
| AlphaGrep UK Ltd | 26,770 | $51.0 萬 | 0.15% | +359+1.4% | 加碼 |
| Horizon Investments, LLC | 27,974 | $53.3 萬 | 0.01% | +27,974 | 新進 |
| Quantbot Technologies LP | 28,073 | $53.5 萬 | 0.02% | +28,073 | 新進 |
| Martingale Asset Management L P | 30,304 | $57.7 萬 | 0.01% | +133+0.4% | 加碼 |
| Wells Fargo & Company | 30,411 | $57.9 萬 | 0.00% | +4,080+15.5% | 加碼 |
| Eurizon SLJ Capital Ltd | 30,485 | $58.0 萬 | 0.28% | +30,485 | 新進 |
| Gulf International Bank (UK) Ltd | 30,546 | $58.2 萬 | 0.01% | +13,200+76.1% | 加碼 |
| Abn Amro Investment Solutions | 31,300 | $59.6 萬 | 0.01% | +31,300 | 新進 |
| Summit Trail Advisors, LLC | 31,390 | $59.8 萬 | 0.01% | +5,256+20.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 32,028 | $61.0 萬 | 0.01% | +32,028 | 新進 |
| Marex Group plc | 33,011 | $62.9 萬 | 0.01% | −18,904−36.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 33,132 | $63.1 萬 | 0.15% | +936+2.9% | 加碼 |
| Standard Life Aberdeen plc | 33,435 | $63.7 萬 | 0.00% | +6,359+23.5% | 加碼 |
| Schroder Investment Management Group | 34,007 | $64.7 萬 | 0.00% | −7,064,286−99.5% | 減碼 |
| Ieq Capital, LLC | 34,518 | $65.7 萬 | 0.00% | +7,399+27.3% | 加碼 |
| IFM Investors Pty Ltd | 35,523 | $67.6 萬 | 0.01% | +8,821+33.0% | 加碼 |
| Macquarie Group Ltd | 36,147 | $68.8 萬 | 0.00% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 36,176 | $68.9 萬 | 0.12% | +2,507+7.4% | 加碼 |
| Twin Capital Management Inc | 36,376 | $69.3 萬 | 0.09% | +36,376 | 新進 |
| Lighthouse Investment Partners, LLC | 36,909 | $70.3 萬 | 0.03% | +25,831+233.2% | 加碼 |
| VPR Management LLC | 37,068 | $70.6 萬 | 0.28% | 00.0% | 不變 |
| Xponance, Inc. | 37,793 | $72.0 萬 | 0.01% | +9,106+31.7% | 加碼 |
| Axq Capital, LP | 38,329 | $73.0 萬 | 0.09% | +3,755+10.9% | 加碼 |
| Amalgamated Bank | 39,427 | $75.1 萬 | 0.01% | +5,210+15.2% | 加碼 |
| Sanctuary Advisors, LLC | 43,299 | $82.4 萬 | 0.00% | −9,617−18.2% | 減碼 |
| Neuberger Berman Group LLC | 43,358 | $82.6 萬 | 0.00% | −580−1.3% | 減碼 |
| Ethic Inc. | 43,521 | $82.9 萬 | 0.01% | −539−1.2% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 44,497 | $84.7 萬 | 0.39% | +6,289+16.5% | 加碼 |
| Caitong International Asset Management Co., Ltd | 47,546 | $90.5 萬 | 0.17% | +47,516+158,386.7% | 加碼 |
| Millennium Management LLC | 47,592 | $90.6 萬 | 0.00% | −1,745,244−97.3% | 減碼 |
| Militia Capital Management LLC | 48,240 | $91.8 萬 | 0.21% | +48,240 | 新進 |
| Mariner, LLC | 48,675 | $92.4 萬 | 0.00% | +16,832+52.9% | 加碼 |
| Teacher Retirement System of Texas | 51,213 | $97.5 萬 | 0.00% | +19,680+62.4% | 加碼 |
| Vanguard Fiduciary Trust Co | 53,049 | $101.0 萬 | 0.00% | +53,049 | 新進 |
| NFJ Investment Group, LLC | 53,137 | $101.2 萬 | 0.04% | −747−1.4% | 減碼 |
| Principal Securities, Inc. | 54,504 | $103.8 萬 | 0.02% | +33,758+162.7% | 加碼 |
| Entropy Technologies, LP | 55,435 | $105.5 萬 | 0.05% | +55,435 | 新進 |
| Nomura Asset Management Co Ltd | 56,100 | $106.8 萬 | 0.00% | 00.0% | 不變 |
| DnB Asset Management AS | 56,201 | $107.0 萬 | 0.00% | +12,158+27.6% | 加碼 |
| Atom Investors LP | 58,556 | $111.5 萬 | 0.08% | +58,556 | 新進 |
| Asset Management One Co.,Ltd. | 59,935 | $114.1 萬 | 0.00% | +3,382+6.0% | 加碼 |
| Triglav Skladi, D.O.O. | 60,033 | $114.3 萬 | 0.08% | +14,000+30.4% | 加碼 |
| HighTower Advisors, LLC | 60,946 | $116.0 萬 | 0.00% | +799+1.3% | 加碼 |
| Point Nemo Capital, LLC | 61,019 | $116.2 萬 | 0.77% | +15,443+33.9% | 加碼 |
| Jump Financial, LLC | 62,321 | $118.7 萬 | 0.02% | −129,772−67.6% | 減碼 |
| Engineers Gate Manager LP | 64,240 | $122.3 萬 | 0.02% | −36,437−36.2% | 減碼 |
| Vanguard Investments Australia, Ltd. | 69,615 | $132.5 萬 | 0.00% | +69,615 | 新進 |
| Eurizon Capital SGR S.p.A. | 71,633 | $136.4 萬 | 0.00% | +71,633 | 新進 |
| Fox Run Management, L.L.C. | 79,627 | $141.2 萬 | 0.25% | +79,627 | 新進 |
| HRT Financial LP | 75,278 | $143.3 萬 | 0.00% | +10,399+16.0% | 加碼 |
| Neo Ivy Capital Management | 76,578 | $145.8 萬 | 0.38% | −37,606−32.9% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 78,000 | $148.5 萬 | 0.01% | 00.0% | 不變 |