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 |
|---|---|---|---|---|---|
| STRS Ohio | 22,514 | $36.6 萬 | 0.00% | −1,528−6.4% | 減碼 |
| Cerity Partners LLC | 22,075 | $35.9 萬 | 0.00% | +9,145+70.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 20,768 | $35.1 萬 | 0.00% | +1,157+5.9% | 加碼 |
| Graham Capital Management, L.P. | 21,425 | $34.8 萬 | 0.01% | +4,279+25.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,315 | $34.7 萬 | 0.00% | −53−0.2% | 減碼 |
| Prudential PLC | 21,307 | $34.6 萬 | 0.00% | −1,943−8.4% | 減碼 |
| Utah Retirement Systems | 20,483 | $33.3 萬 | 0.00% | −941−4.4% | 減碼 |
| SEB Asset Management AB | 20,434 | $33.2 萬 | 0.00% | −91,575−81.8% | 減碼 |
| Dakota Wealth Management | 20,272 | $33.0 萬 | 0.01% | +2,833+16.2% | 加碼 |
| Nisa Investment Advisors, LLC | 19,939 | $32.4 萬 | 0.00% | +18,296+1,113.6% | 加碼 |
| Ensign Peak Advisors, Inc | 19,750 | $32.1 萬 | 0.00% | 00.0% | 不變 |
| Merit Financial Group, LLC | 19,737 | $32.1 萬 | 0.00% | +4,476+29.3% | 加碼 |
| IMC-Chicago, LLC | 19,621 | $31.9 萬 | 0.00% | +1,215+6.6% | 加碼 |
| Maryland State Retirement & Pension System | 19,068 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 18,822 | $30.6 萬 | 0.07% | −85−0.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,685 | $30.4 萬 | 0.00% | +1,266+7.3% | 加碼 |
| Brinker Capital Investments, LLC | 18,522 | $30.1 萬 | 0.00% | −2,213−10.7% | 減碼 |
| Vestcor Inc | 18,317 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| Tandem Capital Management Corp | 17,983 | $29.2 萬 | 0.12% | −1,680−8.5% | 減碼 |
| Amalgamated Bank | 17,744 | $28.9 萬 | 0.00% | −21,683−55.0% | 減碼 |
| Janney Montgomery Scott LLC | 17,213 | $28.0 萬 | 0.00% | −2,278−11.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 16,832 | $27.4 萬 | 0.01% | −306−1.8% | 減碼 |
| Pekin Hardy Strauss, Inc. | 16,300 | $26.5 萬 | 0.02% | −1,000−5.8% | 減碼 |
| Mercer Global Advisors Inc | 16,293 | $26.5 萬 | 0.00% | +12+0.1% | 加碼 |
| Advisor Group Holdings, Inc. | 16,062 | $26.1 萬 | 0.00% | −1,851−10.3% | 減碼 |
| Flputnam Investment Management Co | 15,340 | $24.9 萬 | 0.00% | +15,340 | 新進 |
| Sciencast Management LP | 15,086 | $24.5 萬 | 0.05% | −153,744−91.1% | 減碼 |
| Abn Amro Investment Solutions | 14,600 | $23.7 萬 | 0.00% | −16,700−53.4% | 減碼 |
| CIBC Asset Management Inc | 13,705 | $22.3 萬 | 0.00% | +282+2.1% | 加碼 |
| Deltec Asset Management LLC | 13,000 | $21.1 萬 | 0.03% | 00.0% | 不變 |
| PCM Encore, LLC | 12,776 | $20.8 萬 | 0.04% | −486−3.7% | 減碼 |
| JustInvest LLC | 12,582 | $20.5 萬 | 0.00% | −1,893−13.1% | 減碼 |
| US Bancorp | 12,495 | $20.3 萬 | 0.00% | −3,002−19.4% | 減碼 |
| Royal Bank of Canada | 12,260 | $19.8 萬 | 0.00% | −4,960−28.8% | 減碼 |
| North Dakota State Investment Board | 11,857 | $19.3 萬 | 0.01% | +294+2.5% | 加碼 |
| Sterling Capital Management LLC | 11,813 | $19.2 萬 | 0.00% | −535−4.3% | 減碼 |
| Raymond James Financial Inc | 11,798 | $19.2 萬 | 0.00% | −281−2.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 11,576 | $18.8 萬 | 0.00% | −208,719−94.7% | 減碼 |
| Yousif Capital Management, LLC | 11,515 | $18.7 萬 | 0.00% | +17+0.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 11,481 | $18.7 萬 | 0.00% | +11,481 | 新進 |
| OneAscent Financial Services LLC | 11,430 | $18.6 萬 | 0.01% | −14,329−55.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 11,162 | $18.1 萬 | 0.00% | −289−2.5% | 減碼 |
| GAMMA Investing LLC | 11,098 | $18.0 萬 | 0.01% | −1,926−14.8% | 減碼 |
| Cetera Investment Advisers | 10,626 | $17.3 萬 | 0.00% | −7,122−40.1% | 減碼 |
| Leonteq Securities AG | 10,499 | $17.1 萬 | 0.01% | +10,499 | 新進 |
| Vinva Investment Management Ltd | 10,356 | $16.9 萬 | 0.00% | +10,356 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 9,499 | $15.5 萬 | 0.00% | +977+11.5% | 加碼 |
| UBS Asset Management Americas Inc | 8,734 | $14.2 萬 | 0.00% | −2,933,751−99.7% | 減碼 |
| Global X Japan Co., Ltd. | 6,542 | $10.6 萬 | 0.00% | +808+14.1% | 加碼 |
| MetLife Investment Management | 6,407 | $10.4 萬 | 0.00% | −1,654−20.5% | 減碼 |
| Strategic Investment Advisors | 6,304 | $10.3 萬 | 0.01% | −313−4.7% | 減碼 |
| SRS Capital Advisors, Inc. | 6,103 | $9.92 萬 | 0.00% | +5,243+609.7% | 加碼 |
| Jones Financial Companies LLLP | 5,900 | $9.52 萬 | 0.00% | +1,304+28.4% | 加碼 |
| Signaturefd, LLC | 5,451 | $8.86 萬 | 0.00% | −308−5.3% | 減碼 |
| Rossby Financial, LCC | 4,925 | $8.01 萬 | 0.01% | −24−0.5% | 減碼 |
| EFG International AG | 4,200 | $6.83 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 3,559 | $5.79 萬 | 0.01% | −1,669−31.9% | 減碼 |
| Global Retirement Partners, LLC | 2,887 | $4.69 萬 | 0.00% | +2,887 | 新進 |
| Ronald Blue Trust, Inc. | 2,452 | $3.99 萬 | 0.00% | −1,212−33.1% | 減碼 |
| Essential Partners LLC | 2,412 | $3.92 萬 | 0.02% | +2,035+539.8% | 加碼 |
| Altshuler Shaham Ltd | 2,096 | $3.41 萬 | 0.00% | +2,096 | 新進 |
| Farther Finance Advisors, LLC | 2,062 | $3.35 萬 | 0.00% | +316+18.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,599 | $2.60 萬 | 0.00% | −872−35.3% | 減碼 |
| Covestor Ltd | 1,613 | $2.60 萬 | 0.02% | −2,016−55.6% | 減碼 |
| Parallel Advisors, LLC | 1,560 | $2.54 萬 | 0.00% | −1,728−52.6% | 減碼 |
| Rockefeller Capital Management L.P. | 1,505 | $2.45 萬 | 0.00% | −136−8.3% | 減碼 |
| Transamerica Financial Advisors, Inc. | 1,423 | $2.31 萬 | 0.00% | +213+17.6% | 加碼 |
| Grove Bank & Trust | 1,384 | $2.25 萬 | 0.00% | −45−3.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,121 | $1.82 萬 | 0.00% | −13,206−92.2% | 減碼 |
| Massmutual Trust Co FSB | 1,120 | $1.82 萬 | 0.00% | +22+2.0% | 加碼 |
| Triumph Capital Management | 1,100 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 899 | $1.46 萬 | 0.00% | +556+162.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 892 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 847 | $1.38 萬 | 0.00% | −407−32.5% | 減碼 |
| Larson Financial Group LLC | 727 | $1.18 萬 | 0.00% | −69−8.7% | 減碼 |
| Stone House Investment Management, LLC | 564 | $9,171 | 0.00% | +232+69.9% | 加碼 |
| Westside Investment Management, Inc. | 545 | $8,861 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 438 | $7,122 | 0.00% | +321+274.4% | 加碼 |
| Atlantic Trust, LLC | 429 | $6,976 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 424 | $6,894 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 357 | $5,823 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 334 | $5,431 | 0.00% | −1,189−78.1% | 減碼 |
| Continuum Advisory, LLC | 270 | $4,390 | 0.00% | +270 | 新進 |
| MV Capital Management, Inc. | 249 | $4,049 | 0.00% | −8−3.1% | 減碼 |
| Bell Investment Advisors, Inc | 208 | $3,383 | 0.00% | +104+100.0% | 加碼 |
| Owl Creek Wealth Partners LLC | 205 | $3,334 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 178 | $2,894 | 0.00% | −141−44.2% | 減碼 |
| SJS Investment Consulting Inc. | 166 | $2,700 | 0.00% | +161+3,220.0% | 加碼 |
| Parkside Financial Bank & Trust | 140 | $2,277 | 0.00% | −181−56.4% | 減碼 |
| Activest Wealth Management | 125 | $2,028 | 0.00% | +1+0.8% | 加碼 |
| Bessemer Group Inc | 121 | $2,000 | 0.00% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 122 | $1,984 | 0.00% | 00.0% | 不變 |
| Park Place Capital Corp | 103 | $1,675 | 0.00% | 00.0% | 不變 |
| Silver Grove Financial Group, Inc. | 102 | $1,659 | 0.00% | +102 | 新進 |
| Fortitude Family Office, LLC | 99 | $1,610 | 0.00% | +99 | 新進 |
| Cromwell Holdings LLC | 97 | $1,577 | 0.00% | +44+83.0% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 86 | $1,398 | 0.00% | +86 | 新進 |
| Banque Transatlantique SA | 85 | $1,382 | 0.00% | 00.0% | 不變 |
| Action Point Financial Planning, LLC | 83 | $1,333 | 0.00% | +83 | 新進 |
| Clearstead Advisors, LLC | 81 | $1,319 | 0.00% | +54+200.0% | 加碼 |