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 |
|---|---|---|---|---|---|
| Aware Super Pty Ltd as trustee of Aware Super | 797,491 | $1,518 萬 | 0.23% | +797,491 | 新進 |
| Invesco Ltd. | 845,120 | $1,609 萬 | 0.00% | +250,375+42.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 871,561 | $1,659 萬 | 0.01% | +71,674+9.0% | 加碼 |
| Praetorian PR LLC | 1,000,000 | $1,904 萬 | 6.93% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1,036,707 | $1,974 萬 | 0.01% | −86,484−7.7% | 減碼 |
| HSBC Holdings PLC | 1,062,720 | $2,018 萬 | 0.01% | +953,902+876.6% | 加碼 |
| Citigroup Inc | 1,124,238 | $2,141 萬 | 0.01% | +20,743+1.9% | 加碼 |
| FIL Ltd | 1,126,335 | $2,145 萬 | 0.02% | +233,976+26.2% | 加碼 |
| Think Investments LP | 1,132,200 | $2,156 萬 | 2.91% | +1,132,200 | 新進 |
| Voloridge Investment Management, LLC | 1,147,364 | $2,185 萬 | 0.09% | −95,858−7.7% | 減碼 |
| Susquehanna International Group, LLP | 1,148,643 | $2,187 萬 | 0.03% | +1,029,565+864.6% | 加碼 |
| Amundi | 1,157,087 | $2,203 萬 | 0.01% | +395,283+51.9% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 1,187,073 | $2,260 萬 | 1.88% | −3,008,306−71.7% | 減碼 |
| Bank of New York Mellon Corp | 1,197,678 | $2,280 萬 | 0.00% | −57,715−4.6% | 減碼 |
| Jennison Associates LLC | 1,357,313 | $2,584 萬 | 0.02% | −381,576−21.9% | 減碼 |
| Nuveen, LLC | 1,425,504 | $2,714 萬 | 0.01% | −12,733−0.9% | 減碼 |
| UBS Group AG | 1,473,508 | $2,806 萬 | 0.00% | +32,271+2.2% | 加碼 |
| Goldman Sachs Group Inc | 1,499,613 | $2,855 萬 | 0.00% | −70,460−4.5% | 減碼 |
| New York State Common Retirement Fund | 1,518,744 | $2,892 萬 | 0.04% | +150,867+11.0% | 加碼 |
| Optiver Holding B.V. | 1,574,816 | $2,998 萬 | 1.13% | +134,748+9.4% | 加碼 |
| Federated Hermes, Inc. | 1,594,070 | $3,035 萬 | 0.05% | +139,536+9.6% | 加碼 |
| SEI Investments Co | 1,626,489 | $3,097 萬 | 0.03% | +37,929+2.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,656,177 | $3,153 萬 | 0.04% | +1,298,563+363.1% | 加碼 |
| Deutsche Bank AG | 1,699,110 | $3,235 萬 | 0.01% | +145,979+9.4% | 加碼 |
| Bank of Montreal | 1,811,983 | $3,450 萬 | 0.01% | +521,362+40.4% | 加碼 |
| Ninety One North America, Inc. | 1,924,627 | $3,664 萬 | 1.65% | +488,677+34.0% | 加碼 |
| Assenagon Asset Management S.A. | 1,930,445 | $3,676 萬 | 0.06% | +1,146,057+146.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,946,633 | $3,706 萬 | 0.03% | +1,561,391+405.3% | 加碼 |
| Russell Investments Group, Ltd. | 1,960,025 | $3,732 萬 | 0.04% | +451,016+29.9% | 加碼 |
| Vanguard Portfolio Management LLC | 2,192,392 | $4,174 萬 | 0.00% | +2,192,392 | 新進 |
| Atmos Capital Gestao de Recursos Ltda. | 2,382,538 | $4,536 萬 | 7.83% | −3,239,121−57.6% | 減碼 |
| Northern Trust Corp | 2,647,693 | $5,041 萬 | 0.01% | +78,875+3.1% | 加碼 |
| Bamco Inc | 2,674,571 | $5,092 萬 | 0.15% | +1,479,094+123.7% | 加碼 |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 2,678,950 | $5,101 萬 | 22.95% | +2,089,498+354.5% | 加碼 |
| Man Group plc | 2,805,416 | $5,342 萬 | 0.11% | +2,774,716+9,038.2% | 加碼 |
| Legal & General Group Plc | 2,816,304 | $5,362 萬 | 0.01% | +56,163+2.0% | 加碼 |
| UBS Asset Management Americas Inc | 2,942,485 | $5,602 萬 | 0.01% | +551,196+23.1% | 加碼 |
| American Century Companies Inc | 2,982,040 | $5,678 萬 | 0.03% | +491,733+19.7% | 加碼 |
| Franklin Resources Inc | 3,015,296 | $5,741 萬 | 0.01% | +281,159+10.3% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | 3,172,009 | $6,040 萬 | 1.02% | −148,150−4.5% | 減碼 |
| Marshall Wace, LLP | 3,240,367 | $6,170 萬 | 0.07% | +2,685,597+484.1% | 加碼 |
| Seafarer Capital Partners, LLC | 3,771,000 | $7,180 萬 | 16.48% | 00.0% | 不變 |
| Squadra Investments - Gestao de Recursos Ltda. | 3,909,501 | $7,444 萬 | 8.32% | −884,234−18.4% | 減碼 |
| Fisher Asset Management, LLC | 4,400,848 | $8,379 萬 | 0.03% | +23,583+0.5% | 加碼 |
| Geode Capital Management, LLC | 4,774,004 | $9,047 萬 | 0.01% | −92,724−1.9% | 減碼 |
| Capital Research Global Investors | 5,001,182 | $9,522 萬 | 0.01% | +5,001,182 | 新進 |
| Bank of America Corp | 5,147,245 | $9,800 萬 | 0.01% | +1,289,393+33.4% | 加碼 |
| Price T Rowe Associates Inc | 5,633,000 | $1.07 億 | 0.01% | +5,434,897+2,743.5% | 加碼 |
| Morgan Stanley | 5,980,892 | $1.14 億 | 0.01% | −3,543,385−37.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 7,659,227 | $1.46 億 | 0.08% | −4,139,948−35.1% | 減碼 |
| Ninety One UK Ltd | 8,055,677 | $1.53 億 | 0.36% | +1,869,101+30.2% | 加碼 |
| FMR LLC | 9,085,705 | $1.73 億 | 0.01% | +1,725,169+23.4% | 加碼 |
| State Street Corp | 9,763,979 | $1.86 億 | 0.01% | +260,972+2.7% | 加碼 |
| Massachusetts Financial Services Co | 12,331,051 | $2.36 億 | 0.08% | +68,030+0.6% | 加碼 |
| Capital World Investors | 19,103,295 | $3.64 億 | 0.05% | −18,393,743−49.1% | 減碼 |
| General Atlantic LLC | 20,566,133 | $3.92 億 | 18.23% | −2,133,000−9.4% | 減碼 |
| ARGA Investment Management, LP | 20,699,135 | $3.94 億 | 12.94% | +799,048+4.0% | 加碼 |
| Dodge & Cox | 32,726,688 | $6.23 億 | 0.34% | −1,233,857−3.6% | 減碼 |
| BlackRock, Inc. | 46,513,148 | $8.86 億 | 0.02% | −215,993−0.5% | 減碼 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −596,760−100.0% | 清倉 |
| PointState Capital LP | 0 | $0 | 0.00% | −571,756−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −319,928−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −292,877−100.0% | 清倉 |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −270,979−100.0% | 清倉 |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −231,700−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −200,930−100.0% | 清倉 |
| Nutshell Asset Management Ltd | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −197,874−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −212,000−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −151,819−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −113,593−100.0% | 清倉 |
| Matthews International Capital Management LLC | 0 | $0 | 0.00% | −101,999−100.0% | 清倉 |
| Hyperion Capital Advisors LP | 0 | $0 | 0.00% | −61,067−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −48,172−100.0% | 清倉 |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −46,486−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −34,126−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −30,978−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −25,905−100.0% | 清倉 |
| LSV Asset Management | 0 | $0 | 0.00% | −25,400−100.0% | 清倉 |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −23,909−100.0% | 清倉 |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −23,646−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −20,434−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,037−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −18,873−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −18,204−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −16,779−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −16,725−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,746−100.0% | 清倉 |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −13,486−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,944−100.0% | 清倉 |
| 9823 Capital, L.P. | 0 | $0 | 0.00% | −11,198−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −10,949−100.0% | 清倉 |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −10,926−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,390−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −335−100.0% | 清倉 |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −238−100.0% | 清倉 |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −180−100.0% | 清倉 |