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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 74,245 | $1,002 萬 | 0.34% | −23,555−24.1% | 減碼 |
| Legal & General Group Plc | 72,927 | $984.4 萬 | 0.00% | −10,565−12.7% | 減碼 |
| Nisa Investment Advisors, LLC | 72,882 | $983.8 萬 | 0.06% | +29,736+68.9% | 加碼 |
| Venturi Wealth Management, LLC | 71,594 | $966.4 萬 | 0.86% | −1,045−1.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 68,926 | $930.4 萬 | 0.86% | +25,189+57.6% | 加碼 |
| Comerica Bank | 65,209 | $909.4 萬 | 0.05% | +17,501+36.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 66,877 | $902.7 萬 | 0.07% | −2,907−4.2% | 減碼 |
| LPL Financial LLC | 65,922 | $889.8 萬 | 0.01% | −3,253−4.7% | 減碼 |
| Barclays PLC | 64,331 | $868.2 萬 | 0.01% | +29,067+82.4% | 加碼 |
| Renaissance Technologies LLC | 63,254 | $853.8 萬 | 0.01% | +63,254 | 新進 |
| Natixis Advisors, L.P. | 59,679 | $805.5 萬 | 0.04% | −28,383−32.2% | 減碼 |
| UBS Group AG | 57,442 | $775.4 萬 | 0.00% | +10,427+22.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 56,840 | $767.2 萬 | 0.01% | +22,208+64.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 56,730 | $765.7 萬 | 0.09% | +12,765+29.0% | 加碼 |
| US Bancorp | 54,357 | $733.7 萬 | 0.01% | +337+0.6% | 加碼 |
| ExodusPoint Capital Management, LP | 53,466 | $721.7 萬 | 0.11% | +32,550+155.6% | 加碼 |
| Citigroup Inc | 51,865 | $700.1 萬 | 0.01% | −3,624−6.5% | 減碼 |
| Two Sigma Advisers, LP | 51,200 | $691.1 萬 | 0.02% | −21,900−30.0% | 減碼 |
| Three Peaks Capital Management, LLC | 50,361 | $679.8 萬 | 2.09% | +1,438+2.9% | 加碼 |
| Paloma Partners Management Co | 49,392 | $666.7 萬 | 0.18% | +37,956+331.9% | 加碼 |
| Janney Montgomery Scott LLC | 48,422 | $653.6 萬 | 0.03% | +3,579+8.0% | 加碼 |
| Russell Investments Group, Ltd. | 48,044 | $648.3 萬 | 0.01% | −38,505−44.5% | 減碼 |
| Public Employees Retirement System of Ohio | 47,741 | $644.4 萬 | 0.02% | +2,255+5.0% | 加碼 |
| Ameriprise Financial Inc | 47,564 | $642.0 萬 | 0.00% | +44,526+1,465.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 47,500 | $641.2 萬 | 0.01% | +43,661+1,137.3% | 加碼 |
| Kennedy Capital Management, Inc. | 47,171 | $636.7 萬 | 0.14% | −866−1.8% | 減碼 |
| Qube Research & Technologies Ltd | 46,043 | $621.5 萬 | 0.08% | +46,043 | 新進 |
| Rafferty Asset Management, LLC | 45,085 | $608.6 萬 | 0.04% | +5,521+14.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 44,730 | $603.8 萬 | 0.02% | −4,766−9.6% | 減碼 |
| Jane Street Group, LLC | 44,625 | $602.3 萬 | 0.02% | +18,850+73.1% | 加碼 |
| AQR Capital Management LLC | 42,686 | $576.2 萬 | 0.01% | −4,773−10.1% | 減碼 |
| Thrivent Financial for Lutherans | 40,236 | $543.1 萬 | 0.01% | +40,236 | 新進 |
| Brant Point Investment Management LLC | 40,000 | $539.9 萬 | 0.93% | +20,000+100.0% | 加碼 |
| Capitolis Advisors LLC | 39,262 | $530.0 萬 | 0.06% | +18,808+92.0% | 加碼 |
| Nomura Asset Management Co Ltd | 35,244 | $475.7 萬 | 0.03% | +1,914+5.7% | 加碼 |
| Pathstone Family Office, LLC | 34,510 | $465.8 萬 | 0.14% | +4,830+16.3% | 加碼 |
| ClariVest Asset Management LLC | 33,168 | $447.6 萬 | 0.15% | −150.0% | 減碼 |
| Truist Financial Corp | 32,308 | $436.0 萬 | 0.01% | +4,457+16.0% | 加碼 |
| Point72 Europe (London) LLP | 32,200 | $434.6 萬 | 3.00% | +2,500+8.4% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 32,089 | $433.1 萬 | 0.08% | −100−0.3% | 減碼 |
| Los Angeles Capital Management LLC | 31,965 | $431.5 萬 | 0.02% | −3,445−9.7% | 減碼 |
| Advantage Alpha Capital Partners LP | 30,422 | $410.6 萬 | 0.79% | −2,993−9.0% | 減碼 |
| Principal Financial Group Inc | 30,000 | $404.9 萬 | 0.00% | −117,544−79.7% | 減碼 |
| Catalyst Capital Advisors LLC | 30,000 | $404.9 萬 | 0.20% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 29,925 | $403.9 萬 | 0.20% | +2,113+7.6% | 加碼 |
| KWB Wealth | 27,389 | $389.4 萬 | 0.75% | 00.0% | 不變 |
| York Capital Management Global Advisors, LLC | 28,819 | $389.0 萬 | 0.44% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 28,004 | $378.0 萬 | 0.04% | +23,218+485.1% | 加碼 |
| Bullseye Asset Management LLC | 27,922 | $376.8 萬 | 1.27% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 27,703 | $373.9 萬 | 0.02% | −1,090−3.8% | 減碼 |
| Advisor Group Holdings, Inc. | 27,579 | $372.7 萬 | 0.01% | +3,498+14.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 27,071 | $365.4 萬 | 0.26% | +2,453+10.0% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 26,542 | $358.3 萬 | 0.60% | +6,004+29.2% | 加碼 |
| Bridgewater Associates, LP | 25,468 | $343.8 萬 | 0.02% | +1,185+4.9% | 加碼 |
| Westpac Banking Corp | 25,451 | $343.5 萬 | 0.03% | −4,151−14.0% | 減碼 |
| Globeflex Capital L P | 24,599 | $332.0 萬 | 0.60% | −1,360−5.2% | 減碼 |
| SG Americas Securities, LLC | 24,334 | $328.5 萬 | 0.02% | +21,999+942.1% | 加碼 |
| PFS Investments Inc. | 22,742 | $313.5 萬 | 0.07% | +10,283+82.5% | 加碼 |
| Bank of Montreal | 22,805 | $313.1 萬 | 0.00% | −3,287−12.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 22,401 | $302.4 萬 | 0.06% | +12,700+130.9% | 加碼 |
| APG Asset Management N.V. | 26,013 | $296.1 萬 | 0.01% | +1,600+6.6% | 加碼 |
| Arizona State Retirement System | 21,659 | $292.4 萬 | 0.02% | −1,422−6.2% | 減碼 |
| Winthrop Advisory Group LLC | 21,663 | $292.4 萬 | 0.66% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 21,418 | $289.1 萬 | 0.11% | −12,043−36.0% | 減碼 |
| Bowling Portfolio Management LLC | 21,146 | $285.4 萬 | 0.64% | +430+2.1% | 加碼 |
| Amalgamated Bank | 21,085 | $284.6 萬 | 0.02% | +11,532+120.7% | 加碼 |
| Commonwealth Equity Services, LLC | 20,929 | $282.5 萬 | 0.01% | +7,891+60.5% | 加碼 |
| Private Advisor Group, LLC | 20,545 | $277.3 萬 | 0.02% | −339−1.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 20,149 | $272.0 萬 | 0.01% | +20,149 | 新進 |
| Daiwa Securities Group Inc. | 19,507 | $263.3 萬 | 0.02% | −2,916−13.0% | 減碼 |
| AXA S.A. | 19,000 | $256.5 萬 | 0.01% | −117,800−86.1% | 減碼 |
| Kames Capital plc | 17,749 | $239.6 萬 | 0.03% | −3,146−15.1% | 減碼 |
| Clark Capital Management Group, Inc. | 17,710 | $239.1 萬 | 0.03% | −12,742−41.8% | 減碼 |
| NN Investment Partners Holdings N.V. | 17,639 | $238.1 萬 | 0.01% | +5,265+42.5% | 加碼 |
| TD Private Client Wealth LLC | 17,094 | $230.7 萬 | 0.10% | +178+1.1% | 加碼 |
| Tocqueville Asset Management L.P. | 17,035 | $229.9 萬 | 0.03% | +3,910+29.8% | 加碼 |
| Cornerstone Wealth Management, LLC | 16,373 | $221.0 萬 | 0.23% | +38+0.2% | 加碼 |
| Otter Creek Advisors, LLC | 15,896 | $214.6 萬 | 2.00% | −17,415−52.3% | 減碼 |
| Dana Investment Advisors, Inc. | 15,853 | $214.0 萬 | 0.09% | −88−0.6% | 減碼 |
| Yorktown Management & Research Co Inc | 15,200 | $205.2 萬 | 1.61% | −500−3.2% | 減碼 |
| Utah Retirement Systems | 15,109 | $203.9 萬 | 0.03% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 15,000 | $202.5 萬 | 0.15% | −2,900−16.2% | 減碼 |
| Oliver Luxxe Assets LLC | 14,792 | $199.7 萬 | 0.55% | +1,252+9.2% | 加碼 |
| Quadrature Capital Ltd | 14,738 | $198.9 萬 | 0.08% | +14,738 | 新進 |
| Handelsbanken Fonder AB | 14,481 | $195.5 萬 | 0.01% | 00.0% | 不變 |
| Bank of Nova Scotia | 14,393 | $194.3 萬 | 0.00% | −203,000−93.4% | 減碼 |
| Squarepoint Ops LLC | 14,058 | $189.8 萬 | 0.01% | +500+3.7% | 加碼 |
| Kalos Management, Inc. | 13,065 | $189.8 萬 | 0.77% | +796+6.5% | 加碼 |
| AlphaCrest Capital Management LLC | 13,684 | $184.7 萬 | 0.08% | +10,614+345.7% | 加碼 |
| Impax Asset Management Group plc | 13,677 | $184.6 萬 | 0.01% | 00.0% | 不變 |
| Heron Bay Capital Management | 13,358 | $180.3 萬 | 1.00% | +1,185+9.7% | 加碼 |
| HSBC Holdings PLC | 13,237 | $178.6 萬 | 0.00% | +580+4.6% | 加碼 |
| Fulton Bank, N.A. | 13,132 | $177.2 萬 | 0.08% | −100−0.8% | 減碼 |
| CIBC World Markets Inc. | 12,819 | $173.0 萬 | 0.01% | −399−3.0% | 減碼 |
| Congress Asset Management Co | 12,654 | $170.8 萬 | 0.01% | −10,611−45.6% | 減碼 |
| Donoghue Forlines LLC | 12,251 | $165.4 萬 | 0.31% | −876−6.7% | 減碼 |
| Magnetar Financial LLC | 11,761 | $158.7 萬 | 0.02% | +11,761 | 新進 |
| Public Employees Retirement Association of Colorado | 11,750 | $158.6 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 11,570 | $156.1 萬 | 0.16% | +11,570 | 新進 |
| Engineers Gate Manager LP | 11,482 | $155.0 萬 | 0.10% | +8,940+351.7% | 加碼 |