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 $233.4 億；孤松資本和馬克爾集團兩位大師持有。
2021 年第 2 季 13F 持有人
LPL Financial Holdings Inc. 在 2021/6/30 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
- 419
- 較 2021 年第 1 季 +24 家
- 持有股數
- 7,602 萬
- 較 2021 年第 1 季 −98.8 萬 (−1.3%)
- 總市值
- $102.6 億
- 較 2021 年第 1 季 −$6.85 億 (−6.3%)
- 新進機構
- 63
- 另有 155 家加碼
- 清倉機構
- 39
- 另有 141 家減碼
另有 3 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 | $233.4 億 |
| 2026 年第 1 季 | 769 | $248.3 億 |
| 2025 年第 4 季 | 826 | $290.4 億 |
| 2025 年第 3 季 | 759 | $261.3 億 |
| 2025 年第 2 季 | 802 | $297.5 億 |
| 2025 年第 1 季 | 788 | $255.4 億 |
| 2024 年第 4 季 | 725 | $232.7 億 |
| 2024 年第 3 季 | 646 | $168.1 億 |
| 2024 年第 2 季 | 677 | $201.1 億 |
| 2024 年第 1 季 | 650 | $192.1 億 |
| 2023 年第 4 季 | 621 | $161.9 億 |
| 2023 年第 3 季 | 601 | $171.1 億 |
| 2023 年第 2 季 | 590 | $156.3 億 |
| 2023 年第 1 季 | 615 | $151.4 億 |
| 2022 年第 4 季 | 632 | $165.2 億 |
| 2022 年第 3 季 | 583 | $172.0 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 | $123.0 億 |
| 2021 年第 3 季 | 423 | $120.6 億 |
| 2021 年第 2 季 | 419 | $102.6 億 |
| 2021 年第 1 季 | 398 | $110.2 億 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 7,921,775 | $10.7 億 | 0.46% | −138,382−1.7% | 減碼 |
| Vanguard Group Inc | 7,098,494 | $9.58 億 | 0.02% | −608,985−7.9% | 減碼 |
| BlackRock Inc. | 3,763,872 | $5.08 億 | 0.01% | +158,493+4.4% | 加碼 |
| Wellington Management Group LLP | 2,868,818 | $3.87 億 | 0.06% | −981,964−25.5% | 減碼 |
| Samlyn Capital, LLC | 2,546,205 | $3.44 億 | 5.24% | +58,051+2.3% | 加碼 |
| Wells Fargo & Company | 2,514,578 | $3.39 億 | 0.08% | −78,089−3.0% | 減碼 |
| Clarkston Capital Partners, LLC | 2,284,689 | $3.08 億 | 5.49% | −17,192−0.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,146,883 | $2.90 億 | 0.71% | +226,762+11.8% | 加碼 |
| Invesco Ltd. | 2,014,165 | $2.72 億 | 0.07% | −677,200−25.2% | 減碼 |
| Eagle Asset Management Inc | 1,866,973 | $2.52 億 | 1.08% | −49,246−2.6% | 減碼 |
| FMR LLC | 1,855,330 | $2.50 億 | 0.02% | −108,949−5.5% | 減碼 |
| Southpoint Capital Advisors LP | 1,500,000 | $2.02 億 | 3.51% | −275,000−15.5% | 減碼 |
| Geode Capital Management, LLC | 1,300,594 | $1.76 億 | 0.02% | −24,469−1.8% | 減碼 |
| State Street Corp | 1,199,285 | $1.62 億 | 0.01% | +170,010+16.5% | 加碼 |
| Bank of New York Mellon Corp | 1,122,163 | $1.51 億 | 0.03% | +152,012+15.7% | 加碼 |
| Artisan Partners Limited Partnership | 1,086,454 | $1.47 億 | 0.18% | +1,086,454 | 新進 |
| Frontier Capital Management Co LLC | 1,063,661 | $1.44 億 | 1.05% | −238,359−18.3% | 減碼 |
| American Century Companies Inc | 1,063,660 | $1.44 億 | 0.10% | +303,276+39.9% | 加碼 |
| Alliancebernstein L.P. | 1,059,577 | $1.43 億 | 0.06% | −182,760−14.7% | 減碼 |
| HG Vora Capital Management, LLC | 1,000,000 | $1.35 億 | 6.09% | +200,000+25.0% | 加碼 |
| Dimensional Fund Advisors LP | 988,169 | $1.33 億 | 0.04% | +43,688+4.6% | 加碼 |
| Westfield Capital Management Co LP | 985,164 | $1.33 億 | 0.80% | +137,251+16.2% | 加碼 |
| First Pacific Advisors, LP | 796,684 | $1.08 億 | 1.35% | −66,234−7.7% | 減碼 |
| Norges Bank | 767,899 | $1.04 億 | 0.02% | +13,994+1.9% | 加碼 |
| Millennium Management LLC | 730,017 | $9,854 萬 | 0.13% | +257,816+54.6% | 加碼 |
| Victory Capital Management Inc | 722,161 | $9,748 萬 | 0.09% | +25,864+3.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 694,068 | $9,369 萬 | 0.71% | −314,491−31.2% | 減碼 |
| Artemis Investment Management LLP | 680,138 | $9,190 萬 | 0.79% | +26,982+4.1% | 加碼 |
| Iridian Asset Management LLC | 676,276 | $9,128 萬 | 1.64% | +29,359+4.5% | 加碼 |
| Fairview Capital Investment Management, LLC | 638,498 | $8,618 萬 | 5.93% | −765,983−54.5% | 減碼 |
| Charles Schwab Investment Management Inc | 626,547 | $8,457 萬 | 0.03% | +15,711+2.6% | 加碼 |
| Voya Investment Management LLC | 623,863 | $8,421 萬 | 0.16% | +15,168+2.5% | 加碼 |
| Argent Capital Management LLC | 616,147 | $8,317 萬 | 2.60% | −9,780−1.6% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 615,069 | $8,302 萬 | 0.78% | −236,938−27.8% | 減碼 |
| Price T Rowe Associates Inc | 604,435 | $8,159 萬 | 0.01% | +380,265+169.6% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 550,371 | $7,429 萬 | 0.75% | −322,259−36.9% | 減碼 |
| Engle Capital Management, L.P. | 517,000 | $6,979 萬 | 10.22% | −201,000−28.0% | 減碼 |
| Junto Capital Management LP | 516,688 | $6,974 萬 | 2.22% | −144,145−21.8% | 減碼 |
| Nuveen Asset Management, LLC | 477,734 | $6,448 萬 | 0.02% | +70,980+17.5% | 加碼 |
| Raymond James & Associates | 451,687 | $6,097 萬 | 0.06% | −6,337−1.4% | 減碼 |
| Bank of America Corp | 428,917 | $5,790 萬 | 0.01% | −23,137−5.1% | 減碼 |
| Northern Trust Corp | 410,604 | $5,542 萬 | 0.01% | +9,045+2.3% | 加碼 |
| TD Asset Management Inc | 390,455 | $5,507 萬 | 0.06% | +19,067+5.1% | 加碼 |
| UBS Asset Management Americas Inc | 399,968 | $5,399 萬 | 0.02% | +21,359+5.6% | 加碼 |
| Epoch Investment Partners, Inc. | 386,155 | $5,212 萬 | 0.28% | +6,663+1.8% | 加碼 |
| Balyasny Asset Management LLC | 385,929 | $5,209 萬 | 0.29% | +385,929 | 新進 |
| Marshall Wace Asia Ltd | 354,854 | $4,790 萬 | 1.01% | +4,405+1.3% | 加碼 |
| JPMorgan Chase & Co | 339,176 | $4,578 萬 | 0.01% | −32,988−8.9% | 減碼 |
| Federated Hermes, Inc. | 329,696 | $4,450 萬 | 0.08% | −23,860−6.7% | 減碼 |
| Macquarie Group Ltd | 314,934 | $4,251 萬 | 0.03% | +311,697+9,629.2% | 加碼 |
| CIBC Asset Management Inc | 313,285 | $4,229 萬 | 0.17% | −5,938−1.9% | 減碼 |
| Morgan Stanley | 281,726 | $3,803 萬 | 0.01% | +162,405+136.1% | 加碼 |
| Goldman Sachs Group Inc | 254,181 | $3,431 萬 | 0.01% | −8,561−3.3% | 減碼 |
| Reinhart Partners, Inc. | 251,722 | $3,398 萬 | 1.69% | −23,815−8.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 225,128 | $3,039 萬 | 0.07% | −104,708−31.7% | 減碼 |
| Chiron Investment Management, LLC | 224,384 | $3,029 萬 | 3.65% | +224,384 | 新進 |
| Agf Investments Inc. | 219,123 | $2,958 萬 | 0.22% | +134,123+157.8% | 加碼 |
| Eaton Vance Management | 210,124 | $2,836 萬 | 0.04% | −7,011−3.2% | 減碼 |
| Assenagon Asset Management S.A. | 205,598 | $2,775 萬 | 0.12% | +205,598 | 新進 |
| Soros Fund Management LLC大師索羅斯基金管理 | 204,938 | $2,766 萬 | 0.50% | −34,600−14.4% | 減碼 |
| Primecap Management Co | 204,000 | $2,754 萬 | 0.02% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 203,017 | $2,740 萬 | 0.24% | +8,904+4.6% | 加碼 |
| Point72 Asset Management, L.P. | 189,400 | $2,557 萬 | 0.13% | +172,100+994.8% | 加碼 |
| Panagora Asset Management Inc | 180,963 | $2,443 萬 | 0.13% | −98,514−35.2% | 減碼 |
| California Public Employees Retirement System | 180,843 | $2,441 萬 | 0.02% | −868−0.5% | 減碼 |
| New York State Common Retirement Fund | 179,484 | $2,423 萬 | 0.03% | +12,548+7.5% | 加碼 |
| Thornburg Investment Management Inc | 178,941 | $2,415 萬 | 0.28% | −12,613−6.6% | 減碼 |
| Swiss National Bank | 175,600 | $2,370 萬 | 0.01% | −5,500−3.0% | 減碼 |
| Trillium Asset Management, LLC | 169,072 | $2,278 萬 | 0.63% | +74,277+78.4% | 加碼 |
| Citadel Advisors LLC | 167,101 | $2,256 萬 | 0.02% | +162,661+3,663.5% | 加碼 |
| First Trust Advisors LP | 161,712 | $2,183 萬 | 0.02% | +5,803+3.7% | 加碼 |
| Boston Partners | 160,501 | $2,167 萬 | 0.03% | −6,628−4.0% | 減碼 |
| Employees Retirement System of Texas | 155,988 | $2,106 萬 | 0.26% | −17,000−9.8% | 減碼 |
| Deutsche Bank AG | 153,900 | $2,077 萬 | 0.01% | +137,590+843.6% | 加碼 |
| Allianz Asset Management GmbH | 148,141 | $2,000 萬 | 0.02% | −73,319−33.1% | 減碼 |
| Cookson Peirce & Co Inc | 142,945 | $1,930 萬 | 1.20% | +3,186+2.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 141,614 | $1,912 萬 | 0.13% | −33,352−19.1% | 減碼 |
| William Blair Investment Management, LLC | 139,870 | $1,888 萬 | 0.06% | −205,202−59.5% | 減碼 |
| California State Teachers Retirement System | 138,910 | $1,875 萬 | 0.02% | +1,672+1.2% | 加碼 |
| Azora Capital LP | 137,165 | $1,852 萬 | 2.88% | −223,294−61.9% | 減碼 |
| SEI Investments Co | 132,813 | $1,792 萬 | 0.04% | +40,947+44.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 132,303 | $1,786 萬 | 0.02% | +127,975+2,956.9% | 加碼 |
| Parametric Portfolio Associates LLC | 128,197 | $1,730 萬 | 0.01% | −13,907−9.8% | 減碼 |
| Pinebridge Investments, L.P. | 122,465 | $1,653 萬 | 0.19% | −7,455−5.7% | 減碼 |
| Voloridge Investment Management, LLC | 121,359 | $1,638 萬 | 0.11% | −9,075−7.0% | 減碼 |
| Hennessy Advisors Inc | 120,100 | $1,621 萬 | 0.90% | 00.0% | 不變 |
| Man Group plc | 119,646 | $1,615 萬 | 0.06% | +14,194+13.5% | 加碼 |
| Envestnet Asset Management Inc | 119,073 | $1,607 萬 | 0.01% | +9,541+8.7% | 加碼 |
| Royal Bank of Canada | 104,711 | $1,413 萬 | 0.00% | +10,708+11.4% | 加碼 |
| Captrust Financial Advisors | 104,067 | $1,405 萬 | 0.13% | +10,692+11.5% | 加碼 |
| Jupiter Asset Management Ltd | 101,097 | $1,365 萬 | 0.14% | +83,330+469.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 101,015 | $1,364 萬 | 0.03% | +2,630+2.7% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 100,350 | $1,355 萬 | 1.69% | −150,831−60.0% | 減碼 |
| BlueMar Capital Management, LLC | 99,965 | $1,349 萬 | 3.14% | −56−0.1% | 減碼 |
| Stifel Financial Corp | 95,502 | $1,289 萬 | 0.02% | +7,699+8.8% | 加碼 |
| Nordea Investment Management AB | 87,833 | $1,186 萬 | 0.02% | +7,632+9.5% | 加碼 |
| Credit Suisse AG | 86,919 | $1,173 萬 | 0.01% | −14,654−14.4% | 減碼 |
| James Investment Research Inc | 80,952 | $1,093 萬 | 0.94% | +7,656+10.4% | 加碼 |
| Calamos Advisors LLC | 75,803 | $1,023 萬 | 0.05% | −49,756−39.6% | 減碼 |
| Rhumbline Advisers | 74,388 | $1,004 萬 | 0.01% | −6,716−8.3% | 減碼 |