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 2 季 13F 持有人
XP Inc. 在 2026/6/30 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
- 321
- 較 2026 年第 1 季 −36 家
- 持有股數
- 3.33 億
- 較 2026 年第 1 季 +69.7 萬 (+0.2%)
- 總市值
- $54.2 億
- 較 2026 年第 1 季 −$9.08 億 (−14.4%)
- 新進機構
- 38
- 另有 109 家加碼
- 清倉機構
- 74
- 另有 135 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 17,213 | $28.0 萬 | 0.00% | −2,278−11.7% | 減碼 |
| Amalgamated Bank | 17,744 | $28.9 萬 | 0.00% | −21,683−55.0% | 減碼 |
| Tandem Capital Management Corp | 17,983 | $29.2 萬 | 0.12% | −1,680−8.5% | 減碼 |
| Vestcor Inc | 18,317 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 18,522 | $30.1 萬 | 0.00% | −2,213−10.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,685 | $30.4 萬 | 0.00% | +1,266+7.3% | 加碼 |
| Outlook Wealth Advisors, LLC | 18,822 | $30.6 萬 | 0.07% | −85−0.4% | 減碼 |
| Maryland State Retirement & Pension System | 19,068 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| IMC-Chicago, LLC | 19,621 | $31.9 萬 | 0.00% | +1,215+6.6% | 加碼 |
| Merit Financial Group, LLC | 19,737 | $32.1 萬 | 0.00% | +4,476+29.3% | 加碼 |
| Ensign Peak Advisors, Inc | 19,750 | $32.1 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 19,939 | $32.4 萬 | 0.00% | +18,296+1,113.6% | 加碼 |
| Dakota Wealth Management | 20,272 | $33.0 萬 | 0.01% | +2,833+16.2% | 加碼 |
| SEB Asset Management AB | 20,434 | $33.2 萬 | 0.00% | −91,575−81.8% | 減碼 |
| Utah Retirement Systems | 20,483 | $33.3 萬 | 0.00% | −941−4.4% | 減碼 |
| Prudential PLC | 21,307 | $34.6 萬 | 0.00% | −1,943−8.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,315 | $34.7 萬 | 0.00% | −53−0.2% | 減碼 |
| Graham Capital Management, L.P. | 21,425 | $34.8 萬 | 0.01% | +4,279+25.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 20,768 | $35.1 萬 | 0.00% | +1,157+5.9% | 加碼 |
| Cerity Partners LLC | 22,075 | $35.9 萬 | 0.00% | +9,145+70.7% | 加碼 |
| STRS Ohio | 22,514 | $36.6 萬 | 0.00% | −1,528−6.4% | 減碼 |
| Gsa Capital Partners LLP | 23,386 | $38.0 萬 | 0.02% | +23,386 | 新進 |
| CI Private Wealth, LLC | 24,723 | $40.2 萬 | 0.00% | +24,723 | 新進 |
| LPL Financial LLC | 24,955 | $40.6 萬 | 0.00% | +9,787+64.5% | 加碼 |
| Wells Fargo & Company | 25,530 | $41.5 萬 | 0.00% | −4,881−16.1% | 減碼 |
| Omers Administration Corp | 26,717 | $43.4 萬 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 26,761 | $43.5 萬 | 0.00% | −9,386−26.0% | 減碼 |
| PEAK6 LLC | 27,227 | $44.3 萬 | 0.01% | −81,345−74.9% | 減碼 |
| Martingale Asset Management L P | 27,569 | $44.8 萬 | 0.01% | −2,735−9.0% | 減碼 |
| Schroder Investment Management Group | 27,823 | $45.2 萬 | 0.00% | −6,184−18.2% | 減碼 |
| Mariner, LLC | 28,202 | $45.9 萬 | 0.00% | −20,473−42.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 30,546 | $49.6 萬 | 0.01% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 30,928 | $50.3 萬 | 0.02% | +30,928 | 新進 |
| Standard Life Aberdeen plc | 32,336 | $52.6 萬 | 0.00% | −1,099−3.3% | 減碼 |
| Ninety One SA (PTY) Ltd | 32,804 | $52.8 萬 | 0.03% | +32,804 | 新進 |
| Credit Agricole S A | 32,700 | $53.2 萬 | 0.00% | +18,500+130.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 33,089 | $53.8 萬 | 0.12% | −43−0.1% | 減碼 |
| Boothbay Fund Management, LLC | 33,528 | $54.5 萬 | 0.01% | +33,528 | 新進 |
| Prudential Financial Inc | 34,250 | $55.7 萬 | 0.00% | +11,390+49.8% | 加碼 |
| Xponance, Inc. | 34,850 | $56.7 萬 | 0.00% | −2,943−7.8% | 減碼 |
| Principal Securities, Inc. | 35,412 | $57.6 萬 | 0.01% | −19,092−35.0% | 減碼 |
| Drucker Wealth 3.0, LLC | 35,425 | $57.6 萬 | 0.09% | −751−2.1% | 減碼 |
| IFM Investors Pty Ltd | 35,523 | $57.8 萬 | 0.00% | 00.0% | 不變 |
| VPR Management LLC | 37,068 | $60.3 萬 | 0.24% | 00.0% | 不變 |
| Investment House LLC | 38,625 | $62.8 萬 | 0.03% | −54,495−58.5% | 減碼 |
| Eurizon SLJ Capital Ltd | 39,449 | $64.1 萬 | 0.24% | +8,964+29.4% | 加碼 |
| Loomis Sayles & Co L P | 39,905 | $64.9 萬 | 0.00% | −173,177−81.3% | 減碼 |
| XTX Topco Ltd | 40,341 | $65.6 萬 | 0.01% | −126,071−75.8% | 減碼 |
| SG Americas Securities, LLC | 40,364 | $65.6 萬 | 0.00% | −640,143−94.1% | 減碼 |
| Ethic Inc. | 41,561 | $67.6 萬 | 0.01% | −1,960−4.5% | 減碼 |
| Handelsbanken Fonder AB | 43,139 | $70.1 萬 | 0.00% | −316,000−88.0% | 減碼 |
| Neuberger Berman Group LLC | 43,305 | $70.4 萬 | 0.00% | −53−0.1% | 減碼 |
| Summit Trail Advisors, LLC | 43,670 | $71.0 萬 | 0.01% | +12,280+39.1% | 加碼 |
| Vanguard Fiduciary Trust Co | 44,248 | $71.9 萬 | 0.00% | −8,801−16.6% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 44,497 | $72.4 萬 | 0.28% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 52,008 | $84.6 萬 | 0.00% | +795+1.6% | 加碼 |
| Nomura Asset Management Co Ltd | 54,100 | $88.0 萬 | 0.00% | −2,000−3.6% | 減碼 |
| Caitong International Asset Management Co., Ltd | 56,613 | $92.1 萬 | 0.13% | +9,067+19.1% | 加碼 |
| Marex Group plc | 59,332 | $96.5 萬 | 0.01% | +26,321+79.7% | 加碼 |
| Vanguard Global Advisers, LLC | 59,503 | $96.8 萬 | 0.00% | +54,564+1,104.8% | 加碼 |
| HighTower Advisors, LLC | 60,900 | $99.0 萬 | 0.00% | −46−0.1% | 減碼 |
| Axq Capital, LP | 60,929 | $99.1 萬 | 0.11% | +22,600+59.0% | 加碼 |
| Swiss Life Asset Management Ltd | 61,625 | $100.2 萬 | 0.00% | +61,625 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 62,000 | $100.8 萬 | 0.00% | −16,000−20.5% | 減碼 |
| Renaissance Technologies LLC | 63,398 | $102.9 萬 | 0.00% | +63,398 | 新進 |
| DnB Asset Management AS | 63,338 | $103.0 萬 | 0.00% | +7,137+12.7% | 加碼 |
| Asset Management One Co.,Ltd. | 63,996 | $104.1 萬 | 0.00% | +4,061+6.8% | 加碼 |
| Point Nemo Capital, LLC | 67,788 | $110.2 萬 | 0.56% | +6,769+11.1% | 加碼 |
| California State Teachers Retirement System | 68,165 | $110.8 萬 | 0.00% | −15,013−18.0% | 減碼 |
| Vanguard Investments Australia, Ltd. | 69,615 | $113.2 萬 | 0.00% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 70,725 | $115.0 萬 | 0.01% | −111,898−61.3% | 減碼 |
| Winton Group Ltd | 71,400 | $116.1 萬 | 0.04% | −282,102−79.8% | 減碼 |
| Quantbot Technologies LP | 71,842 | $116.8 萬 | 0.05% | +43,769+155.9% | 加碼 |
| Danske Bank A/S | 81,900 | $133.2 萬 | 0.00% | −15,000−15.5% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 74,066 | $133.6 萬 | 0.03% | +62,309+530.0% | 加碼 |
| Eurizon Capital SGR S.p.A. | 87,118 | $141.7 萬 | 0.00% | +15,485+21.6% | 加碼 |
| Charles Schwab Investment Management Inc | 90,756 | $147.6 萬 | 0.00% | −1,650−1.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 92,215 | $149.9 萬 | 0.00% | −1,100−1.2% | 減碼 |
| Resona Asset Management Co.,Ltd. | 92,340 | $150.2 萬 | 0.01% | −16,132−14.9% | 減碼 |
| Creative Planning | 96,176 | $156.4 萬 | 0.00% | −14,402−13.0% | 減碼 |
| KLP Kapitalforvaltning AS | 96,900 | $157.6 萬 | 0.01% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 97,610 | $158.7 萬 | 0.00% | −7,200−6.9% | 減碼 |
| Triglav Skladi, D.O.O. | 100,033 | $162.7 萬 | 0.09% | +40,000+66.6% | 加碼 |
| Banco BTG Pactual S.A. | 100,180 | $162.9 萬 | 0.22% | +100,180 | 新進 |
| Toroso Investments, LLC | 115,720 | $188.2 萬 | 0.00% | −850−0.7% | 減碼 |
| Atom Investors LP | 122,670 | $199.5 萬 | 0.18% | +64,114+109.5% | 加碼 |
| Sparta 24 Ltd. | 124,600 | $202.6 萬 | 1.86% | +124,600 | 新進 |
| Qsemble Capital Management, LP | 126,558 | $205.8 萬 | 0.26% | +48,272+61.7% | 加碼 |
| Envestnet Asset Management Inc | 135,272 | $220.0 萬 | 0.00% | −39,398−22.6% | 減碼 |
| Liontrust Investment Partners LLP | 139,069 | $226.1 萬 | 0.03% | +139,069 | 新進 |
| Stifel Financial Corp | 139,449 | $226.7 萬 | 0.00% | −16,886−10.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 148,408 | $241.3 萬 | 0.01% | +148,408 | 新進 |
| Federation des caisses Desjardins du Quebec | 149,721 | $243.4 萬 | 0.01% | +129,101+626.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 157,400 | $255.9 萬 | 0.00% | −3,900−2.4% | 減碼 |
| British Columbia Investment Management Corp | 158,600 | $257.9 萬 | 0.02% | +3,900+2.5% | 加碼 |
| Banque Cantonale Vaudoise | 160,000 | $260.2 萬 | 0.10% | 00.0% | 不變 |
| Harding Loevner LP | 162,616 | $264.4 萬 | 0.02% | +162,616 | 新進 |
| First Trust Advisors LP | 163,063 | $265.1 萬 | 0.00% | −278,451−63.1% | 減碼 |
| Squarepoint Ops LLC | 165,235 | $268.7 萬 | 0.01% | +75,114+83.3% | 加碼 |
| Swedbank AB | 165,300 | $268.8 萬 | 0.00% | 00.0% | 不變 |