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 |
|---|---|---|---|---|---|
| Marex Group plc | 33,011 | $62.9 萬 | 0.01% | −18,904−36.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 32,028 | $61.0 萬 | 0.01% | +32,028 | 新進 |
| Summit Trail Advisors, LLC | 31,390 | $59.8 萬 | 0.01% | +5,256+20.1% | 加碼 |
| Abn Amro Investment Solutions | 31,300 | $59.6 萬 | 0.01% | +31,300 | 新進 |
| Gulf International Bank (UK) Ltd | 30,546 | $58.2 萬 | 0.01% | +13,200+76.1% | 加碼 |
| Eurizon SLJ Capital Ltd | 30,485 | $58.0 萬 | 0.28% | +30,485 | 新進 |
| Wells Fargo & Company | 30,411 | $57.9 萬 | 0.00% | +4,080+15.5% | 加碼 |
| Martingale Asset Management L P | 30,304 | $57.7 萬 | 0.01% | +133+0.4% | 加碼 |
| Quantbot Technologies LP | 28,073 | $53.5 萬 | 0.02% | +28,073 | 新進 |
| Horizon Investments, LLC | 27,974 | $53.3 萬 | 0.01% | +27,974 | 新進 |
| AlphaGrep UK Ltd | 26,770 | $51.0 萬 | 0.15% | +359+1.4% | 加碼 |
| Omers Administration Corp | 26,717 | $50.9 萬 | 0.00% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 25,759 | $49.0 萬 | 0.03% | +5,922+29.9% | 加碼 |
| STRS Ohio | 24,042 | $45.8 萬 | 0.00% | −1,559−6.1% | 減碼 |
| Prudential PLC | 23,250 | $44.3 萬 | 0.00% | −112−0.5% | 減碼 |
| Prudential Financial Inc | 22,860 | $43.5 萬 | 0.00% | +22,860 | 新進 |
| Diametric Capital, LP | 22,639 | $43.1 萬 | 0.11% | −13,058−36.6% | 減碼 |
| Atria Investments LLC | 22,495 | $42.8 萬 | 0.00% | −11,817−34.4% | 減碼 |
| Utah Retirement Systems | 21,424 | $40.8 萬 | 0.00% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,368 | $40.7 萬 | 0.00% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 21,040 | $40.1 萬 | 0.13% | +2,810+15.4% | 加碼 |
| Brinker Capital Investments, LLC | 20,735 | $39.5 萬 | 0.00% | +2,958+16.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 20,620 | $39.3 萬 | 0.00% | +4,328+26.6% | 加碼 |
| DRW Securities, LLC | 20,477 | $39.0 萬 | 0.02% | −8,602−29.6% | 減碼 |
| Dauntless Investment Group, LLC | 20,176 | $38.4 萬 | 1.08% | −26,520−56.8% | 減碼 |
| Headlands Technologies LLC | 20,158 | $38.4 萬 | 0.04% | −7,964−28.3% | 減碼 |
| Ensign Peak Advisors, Inc | 19,750 | $37.6 萬 | 0.00% | 00.0% | 不變 |
| Tandem Capital Management Corp | 19,663 | $37.4 萬 | 0.19% | −540−2.7% | 減碼 |
| Janney Montgomery Scott LLC | 19,491 | $37.1 萬 | 0.00% | −1,460−7.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 19,611 | $36.5 萬 | 0.00% | +938+5.0% | 加碼 |
| Pinnacle Financial Partners, Inc. | 19,114 | $36.4 萬 | 0.00% | +19,114 | 新進 |
| Maryland State Retirement & Pension System | 19,068 | $36.3 萬 | 0.01% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 18,907 | $36.0 萬 | 0.09% | −87−0.5% | 減碼 |
| IMC-Chicago, LLC | 18,406 | $35.0 萬 | 0.01% | −114,539−86.2% | 減碼 |
| CWM, LLC | 18,381 | $35.0 萬 | 0.00% | +4,042+28.2% | 加碼 |
| Vestcor Inc | 18,317 | $34.9 萬 | 0.01% | +6,887+60.3% | 加碼 |
| Advisor Group Holdings, Inc. | 17,913 | $34.1 萬 | 0.00% | +13,437+300.2% | 加碼 |
| Cetera Investment Advisers | 17,748 | $33.8 萬 | 0.00% | +6,230+54.1% | 加碼 |
| Private Advisor Group, LLC | 17,706 | $33.7 萬 | 0.00% | −183−1.0% | 減碼 |
| Dakota Wealth Management | 17,439 | $33.2 萬 | 0.01% | +4,076+30.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 17,419 | $33.2 萬 | 0.00% | +3,564+25.7% | 加碼 |
| Pekin Hardy Strauss, Inc. | 17,300 | $32.9 萬 | 0.03% | +2,800+19.3% | 加碼 |
| Royal Bank of Canada | 17,220 | $32.8 萬 | 0.00% | −452,328−96.3% | 減碼 |
| Graham Capital Management, L.P. | 17,146 | $32.6 萬 | 0.01% | −3,504−17.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 17,138 | $32.6 萬 | 0.01% | −35,538−67.5% | 減碼 |
| Tudor Investment Corp Et Al | 16,791 | $32.0 萬 | 0.00% | −5,363−24.2% | 減碼 |
| OneAscent Investment Solutions LLC | 16,289 | $31.0 萬 | 0.31% | +385+2.4% | 加碼 |
| Mercer Global Advisors Inc | 16,281 | $31.0 萬 | 0.00% | +16,281 | 新進 |
| US Bancorp | 15,497 | $29.5 萬 | 0.00% | +2,862+22.7% | 加碼 |
| Oxford Asset Management LLP | 15,370 | $29.3 萬 | 0.12% | +15,370 | 新進 |
| Merit Financial Group, LLC | 15,261 | $29.1 萬 | 0.00% | +1,948+14.6% | 加碼 |
| LPL Financial LLC | 15,168 | $28.9 萬 | 0.00% | +4,714+45.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 14,606 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 14,475 | $27.6 萬 | 0.00% | +2,492+20.8% | 加碼 |
| Great Lakes Advisors, LLC | 14,392 | $27.4 萬 | 0.00% | −370,201−96.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 14,327 | $27.3 萬 | 0.01% | +12,848+868.7% | 加碼 |
| Credit Agricole S A | 14,200 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 13,800 | $26.3 萬 | 0.03% | 00.0% | 不變 |
| CIBC Asset Management Inc | 13,423 | $25.6 萬 | 0.00% | +13,423 | 新進 |
| PCM Encore, LLC | 13,262 | $25.3 萬 | 0.05% | +469+3.7% | 加碼 |
| GAMMA Investing LLC | 13,024 | $24.8 萬 | 0.01% | +2,274+21.2% | 加碼 |
| Deltec Asset Management LLC | 13,000 | $24.8 萬 | 0.05% | +13,000 | 新進 |
| Cerity Partners LLC | 12,930 | $24.6 萬 | 0.00% | +12,930 | 新進 |
| Paragon Capital Management Ltd | 12,787 | $24.3 萬 | 0.05% | −687−5.1% | 減碼 |
| Sterling Capital Management LLC | 12,348 | $23.5 萬 | 0.00% | −9,234−42.8% | 減碼 |
| Acadian Asset Management LLC | 12,266 | $23.3 萬 | 0.00% | −333,860−96.5% | 減碼 |
| Raymond James Financial Inc | 12,079 | $23.0 萬 | 0.00% | +352+3.0% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 11,757 | $22.6 萬 | 0.03% | +1,353+13.0% | 加碼 |
| Principal Financial Group Inc | 11,811 | $22.5 萬 | 0.00% | +395+3.5% | 加碼 |
| North Dakota State Investment Board | 11,563 | $22.0 萬 | 0.01% | −2,784−19.4% | 減碼 |
| Commonwealth Equity Services, LLC | 11,513 | $21.9 萬 | 0.00% | +11,513 | 新進 |
| Yousif Capital Management, LLC | 11,498 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 11,451 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 11,349 | $21.6 萬 | 0.07% | +11,349 | 新進 |
| Jain Global LLC | 11,333 | $21.6 萬 | 0.00% | +11,333 | 新進 |
| Centiva Capital, LP | 11,099 | $21.1 萬 | 0.01% | +11,099 | 新進 |
| Norden Group LLC | 10,983 | $20.9 萬 | 0.02% | +10,983 | 新進 |
| Truist Financial Corp | 10,895 | $20.7 萬 | 0.00% | +10,895 | 新進 |
| O'Shaughnessy Asset Management, LLC | 10,737 | $20.4 萬 | 0.00% | −1,756−14.1% | 減碼 |
| Marshall Financial Group LLC | 10,351 | $19.7 萬 | 0.03% | −1,382−11.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 8,522 | $15.9 萬 | 0.00% | +1,655+24.1% | 加碼 |
| MetLife Investment Management | 8,061 | $15.3 萬 | 0.00% | −98−1.2% | 減碼 |
| Strategic Investment Advisors | 6,617 | $12.6 萬 | 0.01% | +6,617 | 新進 |
| Signaturefd, LLC | 5,759 | $11.0 萬 | 0.00% | −10.0% | 減碼 |
| Global X Japan Co., Ltd. | 5,734 | $10.9 萬 | 0.01% | +5,734 | 新進 |
| Versant Capital Management, Inc | 5,228 | $9.95 萬 | 0.01% | +1,070+25.7% | 加碼 |
| Vanguard Global Advisers, LLC | 4,939 | $9.40 萬 | 0.00% | +4,939 | 新進 |
| Rossby Financial, LCC | 4,949 | $9.26 萬 | 0.02% | +4,949 | 新進 |
| Jones Financial Companies LLLP | 4,596 | $8.13 萬 | 0.00% | +4,535+7,434.4% | 加碼 |
| EFG International AG | 4,200 | $8.00 萬 | 0.00% | −44,437−91.4% | 減碼 |
| Ronald Blue Trust, Inc. | 3,664 | $6.98 萬 | 0.00% | −299−7.5% | 減碼 |
| Covestor Ltd | 3,629 | $6.90 萬 | 0.05% | −4,753−56.7% | 減碼 |
| Parallel Advisors, LLC | 3,288 | $6.26 萬 | 0.00% | +1,775+117.3% | 加碼 |
| Quadrant Capital Group LLC | 2,500 | $4.76 萬 | 0.00% | −545−17.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,471 | $4.71 萬 | 0.00% | +781+46.2% | 加碼 |
| Basecamp Wealth Advisors LLC | 2,429 | $4.62 萬 | 0.01% | −51−2.1% | 減碼 |
| Provida Pension Fund Administrator | 1,858 | $3.54 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,746 | $3.27 萬 | 0.00% | −2,095−54.5% | 減碼 |
| Nisa Investment Advisors, LLC | 1,643 | $3.13 萬 | 0.00% | +1,493+995.3% | 加碼 |
| Rockefeller Capital Management L.P. | 1,641 | $3.12 萬 | 0.00% | +399+32.1% | 加碼 |