LPL Financial Holdings Inc.
LPLA- 交易所
- Nasdaq
- 產業
- Security & Commodity Brokers, Dealers, Exchanges & Services
- SEC CIK
- 0001397911
近 90 天，LPL Financial Holdings Inc. 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 768 家機構在 13F 申報持有，市值合計 $235.5 億；孤松資本和馬克爾集團兩位大師持有。
2026 年第 2 季 13F 持有人
LPL Financial Holdings 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
- 768
- 較 2026 年第 1 季 +3 家
- 持有股數
- 8,364 萬
- 較 2026 年第 1 季 +497.3 萬 (+6.3%)
- 總市值
- $235.5 億
- 較 2026 年第 1 季 −$1.75 億 (−0.7%)
- 新進機構
- 95
- 另有 257 家加碼
- 清倉機構
- 92
- 另有 303 家減碼
另有 4 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 LPLA 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 | 768 | $235.5 億 |
| 2026 年第 1 季 | 769 | $248.3 億 |
| 2025 年第 4 季 | 826 | $290.7 億 |
| 2025 年第 3 季 | 759 | $264.6 億 |
| 2025 年第 2 季 | 802 | $298.3 億 |
| 2025 年第 1 季 | 788 | $256.9 億 |
| 2024 年第 4 季 | 725 | $232.9 億 |
| 2024 年第 3 季 | 646 | $171.0 億 |
| 2024 年第 2 季 | 677 | $203.9 億 |
| 2024 年第 1 季 | 650 | $201.4 億 |
| 2023 年第 4 季 | 621 | $165.2 億 |
| 2023 年第 3 季 | 601 | $171.3 億 |
| 2023 年第 2 季 | 590 | $156.3 億 |
| 2023 年第 1 季 | 615 | $160.1 億 |
| 2022 年第 4 季 | 632 | $165.2 億 |
| 2022 年第 3 季 | 583 | $184.8 億 |
| 2022 年第 2 季 | 534 | $150.9 億 |
| 2022 年第 1 季 | 481 | $143.0 億 |
| 2021 年第 4 季 | 435 | $123.2 億 |
| 2021 年第 3 季 | 423 | $120.6 億 |
| 2021 年第 2 季 | 419 | $102.7 億 |
| 2021 年第 1 季 | 398 | $112.8 億 |
2026 年第 2 季持有機構
每家機構持有 LPL Financial Holdings 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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,732,991 | $13.3 億 | 0.02% | −241,264−4.9% | 減碼 |
| Dodge & Cox | 4,578,679 | $12.9 億 | 0.68% | +432,132+10.4% | 加碼 |
| Boston Partners | 4,250,828 | $12.0 億 | 1.07% | +119,330+2.9% | 加碼 |
| Jupiter Topco LLC | 4,198,356 | $11.8 億 | 0.48% | +4,198,356 | 新進 |
| Vanguard Portfolio Management LLC | 3,832,005 | $10.8 億 | 0.05% | −19,973−0.5% | 減碼 |
| Vanguard Capital Management LLC | 3,613,624 | $10.2 億 | 0.02% | +16,656+0.5% | 加碼 |
| Principal Financial Group Inc | 2,684,964 | $7.56 億 | 0.37% | +48,420+1.8% | 加碼 |
| Samlyn Capital, LLC | 2,405,639 | $6.78 億 | 11.23% | +82,279+3.5% | 加碼 |
| Capital World Investors | 2,343,266 | $6.60 億 | 0.08% | +30,820+1.3% | 加碼 |
| State Street Corp | 1,934,239 | $5.45 億 | 0.02% | +70,973+3.8% | 加碼 |
| WCM Investment Management, LLC | 1,810,058 | $4.87 億 | 0.88% | +75,663+4.4% | 加碼 |
| Goldman Sachs Group Inc | 1,695,954 | $4.78 億 | 0.05% | +1,335,148+370.0% | 加碼 |
| Geode Capital Management, LLC | 1,502,575 | $4.22 億 | 0.02% | −92,175−5.8% | 減碼 |
| Assenagon Asset Management S.A. | 1,494,172 | $4.21 億 | 0.27% | +1,477,699+8,970.4% | 加碼 |
| Alliancebernstein L.P. | 1,385,759 | $4.17 億 | 0.14% | −186,239−11.8% | 減碼 |
| Massachusetts Financial Services Co | 1,458,759 | $4.14 億 | 0.13% | −2,410,600−62.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,434,522 | $4.04 億 | 1.26% | −245,568−14.6% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,219,099 | $3.43 億 | 2.10% | −830,868−40.5% | 減碼 |
| SurgoCap Partners LP | 1,063,218 | $2.99 億 | 9.68% | +42,379+4.2% | 加碼 |
| Norges Bank | 1,054,523 | $2.97 億 | 0.03% | +1,054,523 | 新進 |
| Van Eck Associates Corp | 1,048,344 | $2.95 億 | 0.18% | +45,367+4.5% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,031,243 | $2.90 億 | 0.88% | −62,163−5.7% | 減碼 |
| Darlington Partners Capital Management, LP | 993,006 | $2.80 億 | 12.35% | +100,000+11.2% | 加碼 |
| FMR LLC | 981,391 | $2.76 億 | 0.01% | −316,299−24.4% | 減碼 |
| Marshall Wace, LLP | 975,627 | $2.75 億 | 0.23% | +975,627 | 新進 |
| Morgan Stanley | 861,982 | $2.43 億 | 0.01% | −421,683−32.8% | 減碼 |
| Dimensional Fund Advisors LP | 820,595 | $2.31 億 | 0.04% | +4,228+0.5% | 加碼 |
| Bank of America Corp | 815,663 | $2.30 億 | 0.01% | +12,235+1.5% | 加碼 |
| Westfield Capital Management Co LP | 793,061 | $2.23 億 | 0.73% | −88,445−10.0% | 減碼 |
| Raymond James Financial Inc | 645,369 | $1.82 億 | 0.05% | −20,700−3.1% | 減碼 |
| Citadel Advisors LLC | 642,765 | $1.81 億 | 0.10% | −280,706−30.4% | 減碼 |
| Jane Street Group, LLC | 642,484 | $1.81 億 | 0.12% | +543,869+551.5% | 加碼 |
| UBS Asset Management Americas Inc | 578,032 | $1.63 億 | 0.03% | −13,634−2.3% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 559,951 | $1.58 億 | 1.20% | 00.0% | 不變 |
| UBS Group AG | 540,254 | $1.52 億 | 0.02% | −113,629−17.4% | 減碼 |
| Price T Rowe Associates Inc | 539,921 | $1.52 億 | 0.02% | +41,298+8.3% | 加碼 |
| Azora Capital LP | 525,867 | $1.48 億 | 6.24% | +98,529+23.1% | 加碼 |
| Vanguard Fiduciary Trust Co | 510,067 | $1.44 億 | 0.03% | +1,773+0.3% | 加碼 |
| Northern Trust Corp | 508,634 | $1.43 億 | 0.02% | −16,812−3.2% | 減碼 |
| Point72 Asset Management, L.P. | 507,345 | $1.43 億 | 0.22% | +456,702+901.8% | 加碼 |
| Charles Schwab Investment Management Inc | 481,371 | $1.36 億 | 0.02% | +40,907+9.3% | 加碼 |
| Holocene Advisors, LP | 462,479 | $1.30 億 | 0.30% | +44,832+10.7% | 加碼 |
| TD Asset Management Inc | 461,374 | $1.30 億 | 0.11% | −92,759−16.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 448,361 | $1.26 億 | 0.07% | +403,004+888.5% | 加碼 |
| Epoch Investment Partners, Inc. | 447,634 | $1.26 億 | 0.72% | +39,333+9.6% | 加碼 |
| Victory Capital Management Inc | 443,434 | $1.25 億 | 0.07% | +37,622+9.3% | 加碼 |
| Castle Hook Partners LP | 406,916 | $1.15 億 | 1.23% | +406,916 | 新進 |
| Wells Fargo & Company | 387,223 | $1.09 億 | 0.02% | −33,466−8.0% | 減碼 |
| Fairview Capital Investment Management, LLC | 382,961 | $1.08 億 | 5.69% | −8,725−2.2% | 減碼 |
| APG Asset Management N.V. | 437,217 | $1.08 億 | 0.26% | −335,475−43.4% | 減碼 |
| JPMorgan Chase & Co | 392,561 | $1.06 億 | 0.01% | −398,169−50.4% | 減碼 |
| Bank of New York Mellon Corp | 350,265 | $9,866 萬 | 0.02% | −33,574−8.7% | 減碼 |
| Fort Washington Investment Advisors Inc | 349,248 | $9,838 萬 | 0.49% | +1,147+0.3% | 加碼 |
| Qube Research & Technologies Ltd | 344,500 | $9,704 萬 | 0.11% | +344,500 | 新進 |
| First Pacific Advisors, LP | 321,244 | $9,049 萬 | 1.12% | +620+0.2% | 加碼 |
| Prana Capital Management, LP | 318,896 | $8,983 萬 | 2.74% | +71,773+29.0% | 加碼 |
| Envestnet Asset Management Inc | 290,125 | $8,172 萬 | 0.02% | −46,639−13.8% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 289,000 | $8,141 萬 | 0.11% | +225,000+351.6% | 加碼 |
| Legal & General Group Plc | 283,459 | $7,984 萬 | 0.02% | −3,610−1.3% | 減碼 |
| American Century Companies Inc | 282,638 | $7,961 萬 | 0.04% | −205,151−42.1% | 減碼 |
| Susquehanna International Group, LLP | 252,965 | $7,126 萬 | 0.06% | +144,770+133.8% | 加碼 |
| Coronation Fund Managers Ltd. | 249,962 | $7,041 萬 | 2.69% | −40,481−13.9% | 減碼 |
| Heron Bay Capital Management | 235,259 | $6,627 萬 | 6.00% | −13,953−5.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 231,867 | $6,531 萬 | 0.09% | −132,893−36.4% | 減碼 |
| SCS Capital Management LLC | 213,511 | $6,014 萬 | 0.57% | +198,350+1,308.3% | 加碼 |
| Millennium Management LLC | 206,159 | $5,807 萬 | 0.04% | −684,094−76.8% | 減碼 |
| Nuveen, LLC | 205,383 | $5,785 萬 | 0.01% | +39,565+23.9% | 加碼 |
| Deutsche Bank AG | 201,840 | $5,685 萬 | 0.02% | +34,159+20.4% | 加碼 |
| Capricorn Fund Managers Ltd | 194,812 | $5,487 萬 | 4.39% | +194,812 | 新進 |
| Gilder Gagnon Howe & Co LLC | 193,037 | $5,437 萬 | 0.56% | −1,689−0.9% | 減碼 |
| Longaeva Partners L.P. | 186,650 | $5,258 萬 | 1.52% | +186,650 | 新進 |
| Freestone Grove Partners LP | 178,123 | $5,017 萬 | 0.33% | +178,123 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 167,647 | $4,722 萬 | 0.03% | +119+0.1% | 加碼 |
| Amundi | 164,400 | $4,631 萬 | 0.01% | +38,624+30.7% | 加碼 |
| Stifel Financial Corp | 162,530 | $4,578 萬 | 0.04% | −2,027−1.2% | 減碼 |
| Balyasny Asset Management LLC | 161,641 | $4,553 萬 | 0.08% | +161,641 | 新進 |
| National Pension Service | 161,309 | $4,544 萬 | 0.03% | +20,758+14.8% | 加碼 |
| Goldentree Asset Management LP | 155,495 | $4,373 萬 | 2.54% | +155,495 | 新進 |
| Alyeska Investment Group, L.P. | 155,023 | $4,367 萬 | 0.11% | −415−0.3% | 減碼 |
| Vanguard Asset Management, Ltd | 153,531 | $4,325 萬 | 0.03% | +16,643+12.2% | 加碼 |
| Renaissance Technologies LLC | 151,660 | $4,272 萬 | 0.06% | +31,120+25.8% | 加碼 |
| LPL Financial LLC | 146,208 | $4,118 萬 | 0.01% | +4,090+2.9% | 加碼 |
| Barclays PLC | 143,696 | $4,048 萬 | 0.01% | +51,098+55.2% | 加碼 |
| Hudson Bay Capital Management LP | 138,214 | $3,893 萬 | 0.18% | +2,890+2.1% | 加碼 |
| Solel Partners LP | 137,000 | $3,859 萬 | 6.56% | +137,000 | 新進 |
| Franklin Resources Inc | 134,652 | $3,793 萬 | 0.01% | −267,362−66.5% | 減碼 |
| Brown Brothers Harriman & Co | 131,278 | $3,698 萬 | 0.16% | −14,915−10.2% | 減碼 |
| Diamond Hill Capital Management Inc | 129,413 | $3,645 萬 | 0.29% | −7,135−5.2% | 減碼 |
| Ameriprise Financial Inc | 124,822 | $3,516 萬 | 0.01% | −139,911−52.8% | 減碼 |
| California State Teachers Retirement System | 121,799 | $3,431 萬 | 0.03% | +4,423+3.8% | 加碼 |
| Perpetual Ltd | 121,468 | $3,422 萬 | 0.49% | +3,894+3.3% | 加碼 |
| HMI Capital Management, L.P. | 118,600 | $3,341 萬 | 4.87% | +118,600 | 新進 |
| Bamco Inc | 114,224 | $3,217 萬 | 0.05% | −7,554−6.2% | 減碼 |
| Toronto Dominion Bank | 111,345 | $3,136 萬 | 0.05% | +100,509+927.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 109,073 | $3,072 萬 | 0.16% | +19,311+21.5% | 加碼 |
| Interval Partners, LP | 108,628 | $3,060 萬 | 0.98% | +67,537+164.4% | 加碼 |
| California Public Employees Retirement System | 107,383 | $3,025 萬 | 0.02% | −35,905−25.1% | 減碼 |
| Invesco Ltd. | 106,651 | $3,004 萬 | 0.00% | −242,360−69.4% | 減碼 |
| Danske Bank A/S | 97,361 | $2,742 萬 | 0.05% | −2,279−2.3% | 減碼 |
| SEI Investments Co | 97,060 | $2,734 萬 | 0.02% | −29,714−23.4% | 減碼 |