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 3 季 13F 持有人
LPL Financial Holdings Inc. 在 2021/9/30 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
- 423
- 較 2021 年第 2 季 +9 家
- 持有股數
- 7,693 萬
- 較 2021 年第 2 季 +92.4 萬 (+1.2%)
- 總市值
- $120.6 億
- 較 2021 年第 2 季 +$18.0 億 (+17.5%)
- 新進機構
- 57
- 另有 161 家加碼
- 清倉機構
- 48
- 另有 137 家減碼
另有 5 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 7,812,267 | $12.2 億 | 0.54% | −109,508−1.4% | 減碼 |
| Vanguard Group Inc | 6,903,463 | $10.8 億 | 0.03% | −195,031−2.7% | 減碼 |
| BlackRock Inc. | 3,623,193 | $5.68 億 | 0.02% | −140,679−3.7% | 減碼 |
| Wellington Management Group LLP | 3,028,512 | $4.75 億 | 0.08% | +159,694+5.6% | 加碼 |
| Samlyn Capital, LLC | 2,600,827 | $4.08 億 | 5.97% | +54,622+2.1% | 加碼 |
| Wells Fargo & Company | 2,520,811 | $3.95 億 | 0.09% | +6,233+0.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,297,356 | $3.60 億 | 0.87% | +150,473+7.0% | 加碼 |
| Clarkston Capital Partners, LLC | 2,286,647 | $3.58 億 | 6.44% | +1,958+0.1% | 加碼 |
| FMR LLC | 1,990,712 | $3.12 億 | 0.02% | +135,382+7.3% | 加碼 |
| Eagle Asset Management Inc | 1,937,595 | $3.04 億 | 1.37% | +70,622+3.8% | 加碼 |
| Invesco Ltd. | 1,925,717 | $3.02 億 | 0.08% | −88,448−4.4% | 減碼 |
| Southpoint Capital Advisors LP | 1,500,000 | $2.35 億 | 5.02% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 1,477,203 | $2.32 億 | 0.05% | +355,040+31.6% | 加碼 |
| Artisan Partners Limited Partnership | 1,268,525 | $1.99 億 | 0.24% | +182,071+16.8% | 加碼 |
| State Street Corp | 1,198,204 | $1.88 億 | 0.01% | −1,081−0.1% | 減碼 |
| Westfield Capital Management Co LP | 1,176,494 | $1.84 億 | 1.11% | +191,330+19.4% | 加碼 |
| Geode Capital Management, LLC | 1,112,007 | $1.74 億 | 0.02% | −188,587−14.5% | 減碼 |
| American Century Companies Inc | 1,052,798 | $1.65 億 | 0.11% | −10,862−1.0% | 減碼 |
| Frontier Capital Management Co LLC | 997,723 | $1.56 億 | 1.23% | −65,938−6.2% | 減碼 |
| Dimensional Fund Advisors LP | 994,871 | $1.56 億 | 0.05% | +6,702+0.7% | 加碼 |
| Alliancebernstein L.P. | 974,141 | $1.53 億 | 0.06% | −85,436−8.1% | 減碼 |
| Nuveen Asset Management, LLC | 968,689 | $1.52 億 | 0.05% | +490,955+102.8% | 加碼 |
| Victory Capital Management Inc | 928,647 | $1.46 億 | 0.14% | +206,486+28.6% | 加碼 |
| Voya Investment Management LLC | 826,875 | $1.30 億 | 0.26% | +203,012+32.5% | 加碼 |
| HG Vora Capital Management, LLC | 800,000 | $1.25 億 | 4.75% | −200,000−20.0% | 減碼 |
| Junto Capital Management LP | 785,153 | $1.23 億 | 3.88% | +268,465+52.0% | 加碼 |
| Millennium Management LLC | 765,379 | $1.20 億 | 0.16% | +35,362+4.8% | 加碼 |
| First Pacific Advisors, LP | 725,628 | $1.14 億 | 1.48% | −71,056−8.9% | 減碼 |
| Norges Bank | 724,748 | $1.14 億 | 0.03% | −43,151−5.6% | 減碼 |
| ArrowMark Colorado Holdings LLC | 723,967 | $1.13 億 | 0.89% | +29,899+4.3% | 加碼 |
| Artemis Investment Management LLP | 689,733 | $1.08 億 | 0.86% | +9,595+1.4% | 加碼 |
| Charles Schwab Investment Management Inc | 640,717 | $1.00 億 | 0.03% | +14,170+2.3% | 加碼 |
| Fairview Capital Investment Management, LLC | 637,664 | $9,996 萬 | 6.82% | −834−0.1% | 減碼 |
| Price T Rowe Associates Inc | 621,181 | $9,738 萬 | 0.01% | +16,746+2.8% | 加碼 |
| Argent Capital Management LLC | 610,300 | $9,567 萬 | 3.03% | −5,847−0.9% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 560,571 | $8,788 萬 | 0.89% | +10,200+1.9% | 加碼 |
| Engle Capital Management, L.P. | 560,000 | $8,779 萬 | 14.54% | +43,000+8.3% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 519,745 | $8,148 萬 | 0.90% | −95,324−15.5% | 減碼 |
| Point72 Asset Management, L.P. | 518,279 | $8,125 萬 | 0.39% | +328,879+173.6% | 加碼 |
| Deutsche Bank AG | 513,509 | $8,050 萬 | 0.04% | +359,609+233.7% | 加碼 |
| UBS Asset Management Americas Inc | 495,641 | $7,770 萬 | 0.03% | +95,673+23.9% | 加碼 |
| Iridian Asset Management LLC | 482,649 | $7,566 萬 | 2.36% | −193,627−28.6% | 減碼 |
| Marshall Wace Asia Ltd | 469,142 | $7,354 萬 | 1.74% | +114,288+32.2% | 加碼 |
| Raymond James & Associates | 429,347 | $6,731 萬 | 0.06% | −22,340−4.9% | 減碼 |
| Bank of America Corp | 429,180 | $6,728 萬 | 0.01% | +263+0.1% | 加碼 |
| Epoch Investment Partners, Inc. | 397,833 | $6,237 萬 | 0.35% | +11,678+3.0% | 加碼 |
| Northern Trust Corp | 393,134 | $6,163 萬 | 0.01% | −17,470−4.3% | 減碼 |
| TD Asset Management Inc | 388,804 | $6,095 萬 | 0.06% | −1,651−0.4% | 減碼 |
| Federated Hermes, Inc. | 322,215 | $5,051 萬 | 0.10% | −7,481−2.3% | 減碼 |
| Agf Investments Inc. | 322,183 | $5,051 萬 | 0.39% | +103,060+47.0% | 加碼 |
| JPMorgan Chase & Co | 320,500 | $5,024 萬 | 0.01% | −18,676−5.5% | 減碼 |
| CIBC Asset Management Inc | 311,587 | $4,884 萬 | 0.20% | −1,698−0.5% | 減碼 |
| Goldman Sachs Group Inc | 252,394 | $3,957 萬 | 0.01% | −1,787−0.7% | 減碼 |
| Reinhart Partners, Inc. | 223,309 | $3,502 萬 | 1.78% | −28,413−11.3% | 減碼 |
| Trillium Asset Management, LLC | 213,137 | $3,341 萬 | 0.88% | +44,065+26.1% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 205,431 | $3,220 萬 | 0.63% | +493+0.2% | 加碼 |
| Primecap Management Co | 204,000 | $3,198 萬 | 0.02% | 00.0% | 不變 |
| Macquarie Group Ltd | 201,976 | $3,166 萬 | 0.03% | −112,958−35.9% | 減碼 |
| New York State Common Retirement Fund | 198,341 | $3,109 萬 | 0.03% | +18,857+10.5% | 加碼 |
| Chiron Investment Management, LLC | 198,159 | $3,106 萬 | 4.92% | −26,225−11.7% | 減碼 |
| Fort Washington Investment Advisors Inc | 197,751 | $3,100 萬 | 0.20% | −5,266−2.6% | 減碼 |
| Eaton Vance Management | 196,950 | $3,087 萬 | 0.04% | −13,174−6.3% | 減碼 |
| LMR Partners LLP | 187,242 | $2,935 萬 | 0.41% | +187,242 | 新進 |
| California Public Employees Retirement System | 181,411 | $2,844 萬 | 0.02% | +568+0.3% | 加碼 |
| Swiss National Bank | 176,600 | $2,768 萬 | 0.02% | +1,000+0.6% | 加碼 |
| Thornburg Investment Management Inc | 176,534 | $2,767 萬 | 0.34% | −2,407−1.3% | 減碼 |
| Panagora Asset Management Inc | 174,974 | $2,743 萬 | 0.15% | −5,989−3.3% | 減碼 |
| Assenagon Asset Management S.A. | 173,004 | $2,712 萬 | 0.11% | −32,594−15.9% | 減碼 |
| Allianz Asset Management GmbH | 171,403 | $2,687 萬 | 0.02% | +23,262+15.7% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 168,769 | $2,646 萬 | 0.90% | +168,769 | 新進 |
| SEI Investments Co | 161,507 | $2,529 萬 | 0.05% | +28,694+21.6% | 加碼 |
| Boston Partners | 156,676 | $2,457 萬 | 0.03% | −3,825−2.4% | 減碼 |
| Cookson Peirce & Co Inc | 146,477 | $2,296 萬 | 1.40% | +3,532+2.5% | 加碼 |
| Man Group plc | 145,689 | $2,284 萬 | 0.08% | +26,043+21.8% | 加碼 |
| Employees Retirement System of Texas | 143,988 | $2,257 萬 | 0.26% | −12,000−7.7% | 減碼 |
| Parametric Portfolio Associates LLC | 137,532 | $2,156 萬 | 0.01% | +9,335+7.3% | 加碼 |
| California State Teachers Retirement System | 135,253 | $2,120 萬 | 0.03% | −3,657−2.6% | 減碼 |
| Envestnet Asset Management Inc | 123,684 | $1,939 萬 | 0.01% | +4,611+3.9% | 加碼 |
| William Blair Investment Management, LLC | 122,700 | $1,923 萬 | 0.05% | −17,170−12.3% | 減碼 |
| Captrust Financial Advisors | 119,451 | $1,873 萬 | 0.16% | +15,384+14.8% | 加碼 |
| Royal Bank of Canada | 114,527 | $1,795 萬 | 0.01% | +9,816+9.4% | 加碼 |
| Hennessy Advisors Inc | 113,000 | $1,771 萬 | 1.06% | −7,100−5.9% | 減碼 |
| ExodusPoint Capital Management, LP | 101,642 | $1,593 萬 | 0.24% | +48,176+90.1% | 加碼 |
| Stifel Financial Corp | 101,340 | $1,589 萬 | 0.02% | +5,838+6.1% | 加碼 |
| BlueMar Capital Management, LLC | 100,350 | $1,573 萬 | 4.10% | +385+0.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 99,250 | $1,556 萬 | 0.03% | −1,765−1.7% | 減碼 |
| Pinebridge Investments, L.P. | 98,460 | $1,544 萬 | 0.18% | −24,005−19.6% | 減碼 |
| Morgan Stanley | 92,637 | $1,452 萬 | 0.00% | −189,089−67.1% | 減碼 |
| Calamos Advisors LLC | 91,818 | $1,439 萬 | 0.07% | +16,015+21.1% | 加碼 |
| Nisa Investment Advisors, LLC | 91,184 | $1,429 萬 | 0.09% | +18,302+25.1% | 加碼 |
| Nordea Investment Management AB | 88,825 | $1,421 萬 | 0.02% | +992+1.1% | 加碼 |
| Credit Suisse AG | 85,913 | $1,347 萬 | 0.01% | −1,006−1.2% | 減碼 |
| Comerica Bank | 76,131 | $1,332 萬 | 0.08% | +10,922+16.7% | 加碼 |
| Legal & General Group Plc | 75,797 | $1,188 萬 | 0.00% | +2,870+3.9% | 加碼 |
| New York State Teachers Retirement System | 75,563 | $1,185 萬 | 0.03% | +75,563 | 新進 |
| Rhumbline Advisers | 73,411 | $1,151 萬 | 0.02% | −977−1.3% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 69,615 | $1,091 萬 | 0.98% | +689+1.0% | 加碼 |
| Point72 Europe (London) LLP | 68,300 | $1,071 萬 | 6.23% | +36,100+112.1% | 加碼 |
| Venturi Wealth Management, LLC | 68,210 | $1,069 萬 | 0.90% | −3,384−4.7% | 減碼 |
| Schroder Investment Management Group | 65,927 | $1,033 萬 | 0.02% | +64,951+6,654.8% | 加碼 |