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 |
|---|---|---|---|---|---|
| MAI Capital Management | 2,081 | $28.1 萬 | 0.01% | +376+22.1% | 加碼 |
| Wedge Capital Management L L P | 2,089 | $28.2 萬 | 0.00% | −409−16.4% | 減碼 |
| Parallax Volatility Advisers, L.P. | 2,091 | $28.2 萬 | 0.00% | +2,091 | 新進 |
| Baird Financial Group, Inc. | 2,093 | $28.3 萬 | 0.00% | −75−3.5% | 減碼 |
| Qtron Investments LLC | 2,127 | $28.7 萬 | 0.07% | 00.0% | 不變 |
| Winton Group Ltd | 2,135 | $28.8 萬 | 0.02% | −2,200−50.7% | 減碼 |
| Alps Advisors Inc | 2,155 | $29.1 萬 | 0.00% | +2,155 | 新進 |
| Cetera Advisor Networks LLC | 2,174 | $29.3 萬 | 0.00% | +2,174 | 新進 |
| NEXT Financial Group, Inc | 2,177 | $29.4 萬 | 0.02% | +1,360+166.5% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 2,187 | $29.5 萬 | 0.00% | −129−5.6% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 2,207 | $29.8 萬 | 0.06% | +396+21.9% | 加碼 |
| Zeke Capital Advisors, LLC | 2,241 | $30.2 萬 | 0.02% | +4+0.2% | 加碼 |
| M&T Bank Corp | 2,243 | $30.3 萬 | 0.00% | +8+0.4% | 加碼 |
| IBM Retirement Fund | 2,250 | $30.4 萬 | 0.02% | −410−15.4% | 減碼 |
| London Co of Virginia | 2,270 | $30.6 萬 | 0.00% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,277 | $30.7 萬 | 0.02% | +831+57.5% | 加碼 |
| First Hawaiian Bank | 2,346 | $31.7 萬 | 0.01% | +319+15.7% | 加碼 |
| Neuberger Berman Group LLC | 2,418 | $32.1 萬 | 0.00% | −2,797−53.6% | 減碼 |
| YHB Investment Advisors, Inc. | 2,380 | $32.1 萬 | 0.03% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 2,484 | $33.5 萬 | 0.02% | +10.0% | 加碼 |
| Glenview Trust Co | 2,591 | $35.0 萬 | 0.01% | +2,591 | 新進 |
| Stratos Wealth Partners, LTD. | 2,604 | $35.2 萬 | 0.01% | −106−3.9% | 減碼 |
| Capula Management Ltd | 2,676 | $36.1 萬 | 0.07% | +2,676 | 新進 |
| NorthCoast Asset Management LLC | 2,683 | $36.2 萬 | 0.01% | −130−4.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 2,700 | $36.4 萬 | 0.01% | 00.0% | 不變 |
| Quantinno Capital Management LP | 2,722 | $36.7 萬 | 0.42% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 2,740 | $37.0 萬 | 0.11% | +818+42.6% | 加碼 |
| Versor Investments LP | 2,835 | $38.3 萬 | 0.01% | −1,065−27.3% | 減碼 |
| Enterprise Financial Services Corp | 2,934 | $39.6 萬 | 0.06% | −80−2.7% | 減碼 |
| Guggenheim Capital LLC | 2,937 | $39.7 萬 | 0.00% | −1,143−28.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 3,022 | $40.8 萬 | 0.00% | −311−9.3% | 減碼 |
| Boothbay Fund Management, LLC | 3,032 | $40.9 萬 | 0.02% | +3,032 | 新進 |
| NFJ Investment Group, LLC | 3,067 | $41.4 萬 | 0.01% | −58,883−95.0% | 減碼 |
| Intersect Capital LLC | 3,114 | $42.0 萬 | 0.07% | +285+10.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,243 | $43.8 萬 | 0.01% | +223+7.4% | 加碼 |
| Kestra Advisory Services, LLC | 3,281 | $44.3 萬 | 0.01% | +753+29.8% | 加碼 |
| KB Financial Partners, LLC | 3,296 | $44.5 萬 | 0.17% | +767+30.3% | 加碼 |
| Advisor OS, LLC | 3,307 | $44.6 萬 | 0.09% | +1,446+77.7% | 加碼 |
| Bickling Financial Services, Inc. | 3,324 | $44.9 萬 | 0.20% | +67+2.1% | 加碼 |
| Independent Advisor Alliance | 3,332 | $45.0 萬 | 0.02% | +144+4.5% | 加碼 |
| Leuthold Group, LLC | 3,357 | $45.3 萬 | 0.06% | −91−2.6% | 減碼 |
| Cetera Investment Advisers | 3,402 | $45.9 萬 | 0.01% | −293−7.9% | 減碼 |
| Derby & Company, Inc | 3,400 | $45.9 萬 | 0.10% | 00.0% | 不變 |
| Quantamental Technologies LLC | 3,402 | $45.9 萬 | 0.41% | +3,402 | 新進 |
| Trexquant Investment LP | 3,434 | $46.4 萬 | 0.04% | +3,434 | 新進 |
| Ironwood Investment Counsel, LLC | 3,535 | $47.7 萬 | 0.13% | −40−1.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,552 | $47.9 萬 | 0.00% | −3,168−47.1% | 減碼 |
| Pittenger & Anderson Inc | 3,595 | $48.5 萬 | 0.02% | +750+26.4% | 加碼 |
| Bessemer Group Inc | 3,615 | $48.8 萬 | 0.00% | 00.0% | 不變 |
| Echo Street Capital Management LLC | 4,062 | $54.8 萬 | 0.00% | +584+16.8% | 加碼 |
| FORA Capital, LLC | 4,058 | $54.8 萬 | 0.10% | +4,058 | 新進 |
| Van Leeuwen & Company, LLC | 4,098 | $57.7 萬 | 0.34% | +407+11.0% | 加碼 |
| Marshall Wace, LLP | 4,463 | $60.2 萬 | 0.00% | +1,244+38.6% | 加碼 |
| TrimTabs Asset Management, LLC | 4,295 | $61.2 萬 | 0.31% | −319−6.9% | 減碼 |
| PEAK6 Investments LLC | 4,592 | $62.0 萬 | 0.02% | −2,702−37.0% | 減碼 |
| Logan Capital Management Inc | 4,600 | $62.1 萬 | 0.03% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 4,708 | $63.5 萬 | 0.01% | +4,708 | 新進 |
| XTX Topco Ltd | 4,708 | $63.5 萬 | 0.21% | +4,708 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,751 | $64.1 萬 | 0.06% | −611−11.4% | 減碼 |
| Nicholas Investment Partners, LP | 4,776 | $64.5 萬 | 0.04% | −1,658−25.8% | 減碼 |
| Sciencast Management LP | 4,737 | $64.7 萬 | 0.14% | +4,737 | 新進 |
| Capital Asset Advisory Services LLC | 4,884 | $65.9 萬 | 0.07% | +624+14.6% | 加碼 |
| Navellier & Associates Inc | 4,914 | $66.3 萬 | 0.10% | −192−3.8% | 減碼 |
| Blueshift Asset Management, LLC | 5,119 | $69.1 萬 | 0.04% | +5,119 | 新進 |
| Brown Brothers Harriman & Co | 5,176 | $69.9 萬 | 0.00% | −410−7.3% | 減碼 |
| First Mercantile Trust Co | 5,195 | $70.1 萬 | 0.08% | −475−8.4% | 減碼 |
| Asset Management One Co.,Ltd. | 5,214 | $70.3 萬 | 0.00% | +5,214 | 新進 |
| Quantbot Technologies LP | 5,248 | $70.8 萬 | 0.06% | +5,248 | 新進 |
| MML Investors Services, LLC | 5,271 | $71.1 萬 | 0.01% | +1,353+34.5% | 加碼 |
| Prelude Capital Management, LLC | 5,377 | $72.6 萬 | 0.04% | +5,377 | 新進 |
| Pictet Asset Management Ltd | 5,400 | $72.9 萬 | 0.00% | −800−12.9% | 減碼 |
| LVW Advisors, LLC | 5,458 | $73.7 萬 | 0.13% | −647−10.6% | 減碼 |
| Kemnay Advisory Services Inc. | 5,486 | $74.1 萬 | 0.09% | −1,681−23.5% | 減碼 |
| Metropolitan Life Insurance Co | 5,513 | $74.4 萬 | 0.01% | +3,598+187.9% | 加碼 |
| Twinbeech Capital LP | 5,518 | $74.5 萬 | 0.09% | +5,518 | 新進 |
| SummerHaven Investment Management, LLC | 5,559 | $75.0 萬 | 0.43% | +140+2.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,574 | $75.2 萬 | 0.00% | +5,574 | 新進 |
| Centiva Capital, LP | 5,884 | $79.4 萬 | 0.06% | +5,884 | 新進 |
| Aureus Asset Management, LLC | 5,905 | $79.7 萬 | 0.05% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 5,946 | $80.3 萬 | 0.00% | −332−5.3% | 減碼 |
| Ci Investments Inc. | 6,060 | $81.8 萬 | 0.00% | +355+6.2% | 加碼 |
| Maryland State Retirement & Pension System | 6,006 | $82.3 萬 | 0.03% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 6,324 | $85.4 萬 | 0.06% | +6,324 | 新進 |
| Great West Life Assurance Co | 6,344 | $85.6 萬 | 0.00% | −299−4.5% | 減碼 |
| Virginia Retirement Systems Et Al | 6,400 | $86.4 萬 | 0.01% | −3,200−33.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 6,414 | $86.6 萬 | 0.05% | +127+2.0% | 加碼 |
| Sumitomo Life Insurance Co | 6,516 | $88.0 萬 | 0.03% | +6,516 | 新進 |
| King Luther Capital Management Corp | 6,550 | $88.4 萬 | 0.00% | −2,140−24.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 6,724 | $90.8 萬 | 0.00% | −1,619−19.4% | 減碼 |
| ProShare Advisors LLC | 6,850 | $92.5 萬 | 0.00% | +254+3.9% | 加碼 |
| PDT Partners, LLC | 6,900 | $93.1 萬 | 0.06% | +6,900 | 新進 |
| Teza Capital Management LLC | 6,912 | $93.3 萬 | 0.15% | +6,912 | 新進 |
| Prescott Group Capital Management, L.L.C. | 7,000 | $94.5 萬 | 0.27% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 7,080 | $95.6 萬 | 0.41% | +7,080 | 新進 |
| Raymond James Trust N.A. | 7,188 | $97.1 萬 | 0.03% | −1,320−15.5% | 減碼 |
| Advisors Asset Management, Inc. | 7,475 | $100.9 萬 | 0.01% | +48+0.6% | 加碼 |
| Prudential Financial Inc | 7,474 | $100.9 萬 | 0.00% | +195+2.7% | 加碼 |
| NewEdge Wealth, LLC | 7,545 | $101.8 萬 | 0.08% | +1,379+22.4% | 加碼 |
| FDx Advisors, Inc. | 7,685 | $103.7 萬 | 0.03% | +1,109+16.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,711 | $104.1 萬 | 0.01% | −263−3.3% | 減碼 |