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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 1,730 | $27.1 萬 | 0.11% | +6+0.3% | 加碼 |
| Wedge Capital Management L L P | 1,742 | $27.3 萬 | 0.00% | −347−16.6% | 減碼 |
| Pennsylvania Capital Management Inc | 1,572 | $27.5 萬 | 0.12% | +1,572 | 新進 |
| Franklin Resources Inc | 1,776 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 1,776 | $27.8 萬 | 0.01% | +162+10.0% | 加碼 |
| Ethic Inc. | 1,800 | $28.2 萬 | 0.03% | +223+14.1% | 加碼 |
| Cornerstone Investment Partners, LLC | 1,832 | $28.7 萬 | 0.02% | +1,832 | 新進 |
| World Asset Management Inc | 1,870 | $29.3 萬 | 0.03% | −138−6.9% | 減碼 |
| Advisory Services Network, LLC | 1,890 | $29.6 萬 | 0.01% | +40+2.2% | 加碼 |
| Ssi Investment Management LLC | 1,909 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| Intercontinental Wealth Advisors, LLC | 1,927 | $30.2 萬 | 0.07% | −280−12.7% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 1,978 | $31.0 萬 | 0.00% | −209−9.6% | 減碼 |
| ACT Advisors, LLC. | 2,000 | $31.4 萬 | 0.24% | 00.0% | 不變 |
| WJ Wealth Management, LLC | 2,000 | $31.4 萬 | 0.21% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 2,000 | $31.4 萬 | 0.02% | +2,000 | 新進 |
| Alphasimplex Group, LLC | 2,002 | $31.4 萬 | 0.26% | +2,002 | 新進 |
| M&T Bank Corp | 2,024 | $31.7 萬 | 0.00% | −219−9.8% | 減碼 |
| Alps Advisors Inc | 2,125 | $33.3 萬 | 0.00% | −30−1.4% | 減碼 |
| TownSquare Capital, LLC | 2,147 | $33.7 萬 | 0.01% | +2,147 | 新進 |
| L & S Advisors Inc | 2,200 | $34.5 萬 | 0.04% | +2,200 | 新進 |
| MAI Capital Management | 2,209 | $34.6 萬 | 0.01% | +128+6.2% | 加碼 |
| IBM Retirement Fund | 2,250 | $35.3 萬 | 0.03% | 00.0% | 不變 |
| London Co of Virginia | 2,270 | $35.6 萬 | 0.00% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 2,274 | $35.6 萬 | 0.00% | +183+8.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 2,278 | $35.7 萬 | 0.01% | −326−12.5% | 減碼 |
| HighPoint Advisor Group LLC | 2,275 | $35.7 萬 | 0.03% | +271+13.5% | 加碼 |
| YHB Investment Advisors, Inc. | 2,380 | $37.3 萬 | 0.03% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 2,390 | $37.5 萬 | 0.01% | +216+9.9% | 加碼 |
| IHT Wealth Management, LLC | 2,417 | $37.9 萬 | 0.03% | −67−2.7% | 減碼 |
| Cetera Investment Advisers | 2,561 | $40.1 萬 | 0.01% | −841−24.7% | 減碼 |
| First Hawaiian Bank | 2,649 | $41.5 萬 | 0.02% | +303+12.9% | 加碼 |
| Zeke Capital Advisors, LLC | 2,647 | $41.5 萬 | 0.02% | +406+18.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,700 | $42.3 萬 | 0.01% | 00.0% | 不變 |
| FORA Capital, LLC | 2,710 | $42.5 萬 | 0.11% | −1,348−33.2% | 減碼 |
| Quantinno Capital Management LP | 2,722 | $42.7 萬 | 0.48% | 00.0% | 不變 |
| Nicholas Investment Partners, LP | 2,738 | $42.9 萬 | 0.03% | −2,038−42.7% | 減碼 |
| Integrated Investment Consultants, LLC | 2,740 | $43.0 萬 | 0.13% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 2,769 | $43.4 萬 | 0.02% | +850+44.3% | 加碼 |
| SG Americas Securities, LLC | 2,895 | $45.4 萬 | 0.00% | −21,439−88.1% | 減碼 |
| Quantitative Investment Management, LLC | 2,912 | $45.6 萬 | 0.04% | +905+45.1% | 加碼 |
| Walleye Capital LLC | 2,936 | $46.0 萬 | 0.01% | +2,936 | 新進 |
| Guggenheim Capital LLC | 2,971 | $46.6 萬 | 0.00% | +34+1.2% | 加碼 |
| Ritholtz Wealth Management | 3,000 | $47.0 萬 | 0.03% | +723+31.8% | 加碼 |
| NFJ Investment Group, LLC | 3,022 | $47.4 萬 | 0.01% | −45−1.5% | 減碼 |
| Glenview Trust Co | 3,243 | $50.8 萬 | 0.02% | +652+25.2% | 加碼 |
| Pittenger & Anderson Inc | 3,260 | $51.1 萬 | 0.03% | −335−9.3% | 減碼 |
| Squarepoint Ops LLC | 3,287 | $51.5 萬 | 0.00% | −10,771−76.6% | 減碼 |
| O'Shares Investment Advisers, LLC | 3,294 | $51.6 萬 | 0.04% | +3,294 | 新進 |
| Bickling Financial Services, Inc. | 3,329 | $52.2 萬 | 0.26% | +5+0.2% | 加碼 |
| Leuthold Group, LLC | 3,357 | $52.6 萬 | 0.06% | 00.0% | 不變 |
| XTX Topco Ltd | 3,394 | $53.2 萬 | 0.18% | −1,314−27.9% | 減碼 |
| Derby & Company, Inc | 3,400 | $53.3 萬 | 0.11% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 3,450 | $54.1 萬 | 0.08% | +3,450 | 新進 |
| Intersect Capital LLC | 3,519 | $55.2 萬 | 0.09% | +405+13.0% | 加碼 |
| Wolff Wiese Magana LLC | 3,526 | $55.3 萬 | 0.39% | +3,467+5,876.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,535 | $55.4 萬 | 0.14% | 00.0% | 不變 |
| JustInvest LLC | 3,564 | $55.9 萬 | 0.05% | +3,564 | 新進 |
| The PNC Financial Services Group, Inc. | 3,604 | $56.4 萬 | 0.00% | +52+1.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 3,782 | $59.3 萬 | 0.00% | +760+25.1% | 加碼 |
| Independent Advisor Alliance | 3,810 | $59.7 萬 | 0.03% | +478+14.3% | 加碼 |
| Advisor OS, LLC | 3,928 | $61.5 萬 | 0.13% | +621+18.8% | 加碼 |
| KB Financial Partners, LLC | 3,981 | $62.4 萬 | 0.23% | +685+20.8% | 加碼 |
| Van Leeuwen & Company, LLC | 4,098 | $64.2 萬 | 0.39% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 4,170 | $65.4 萬 | 0.00% | +2,571+160.8% | 加碼 |
| SkyView Investment Advisors, LLC | 4,274 | $67.0 萬 | 0.19% | +4,011+1,525.1% | 加碼 |
| Jefferies Group LLC | 4,310 | $67.6 萬 | 0.02% | +4,310 | 新進 |
| Kestra Advisory Services, LLC | 4,423 | $69.3 萬 | 0.01% | +1,142+34.8% | 加碼 |
| MML Investors Services, LLC | 4,441 | $69.6 萬 | 0.01% | −830−15.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,589 | $72.0 萬 | 0.01% | −119−2.5% | 減碼 |
| Logan Capital Management Inc | 4,600 | $72.1 萬 | 0.03% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 4,755 | $74.5 萬 | 0.04% | −25,170−84.1% | 減碼 |
| First Mercantile Trust Co | 4,806 | $75.4 萬 | 0.10% | −389−7.5% | 減碼 |
| Navellier & Associates Inc | 4,824 | $75.6 萬 | 0.11% | −90−1.8% | 減碼 |
| Capital Asset Advisory Services LLC | 4,889 | $76.6 萬 | 0.09% | +5+0.1% | 加碼 |
| Crestline Management, LP | 5,044 | $79.1 萬 | 0.08% | +5,044 | 新進 |
| Old Mission Capital LLC | 5,096 | $79.9 萬 | 0.04% | +5,096 | 新進 |
| Brown Brothers Harriman & Co | 5,109 | $80.1 萬 | 0.00% | −67−1.3% | 減碼 |
| Asset Management One Co.,Ltd. | 5,259 | $82.4 萬 | 0.00% | +45+0.9% | 加碼 |
| Metropolitan Life Insurance Co | 5,338 | $83.7 萬 | 0.01% | −175−3.2% | 減碼 |
| Pictet Asset Management SA | 5,400 | $84.7 萬 | 0.00% | +5,400 | 新進 |
| Edgestream Partners, L.P. | 5,501 | $86.2 萬 | 0.05% | −3,958−41.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,574 | $87.4 萬 | 0.00% | 00.0% | 不變 |
| LVW Advisors, LLC | 5,579 | $87.5 萬 | 0.15% | +121+2.2% | 加碼 |
| Raymond James Trust N.A. | 5,806 | $91.0 萬 | 0.03% | −1,382−19.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,825 | $91.3 萬 | 0.08% | +1,074+22.6% | 加碼 |
| Prudential Financial Inc | 6,247 | $92.2 萬 | 0.00% | −1,227−16.4% | 減碼 |
| Versor Investments LP | 5,900 | $92.5 萬 | 0.03% | +3,065+108.1% | 加碼 |
| Aureus Asset Management, LLC | 5,905 | $92.6 萬 | 0.06% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 5,947 | $92.6 萬 | 0.00% | +3,529+145.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 5,946 | $93.2 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 6,006 | $95.7 萬 | 0.03% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 6,241 | $97.8 萬 | 0.03% | −275−4.2% | 減碼 |
| Great West Life Assurance Co | 6,240 | $98.4 萬 | 0.00% | −104−1.6% | 減碼 |
| King Luther Capital Management Corp | 6,420 | $100.6 萬 | 0.00% | −130−2.0% | 減碼 |
| Virginia Retirement Systems Et Al | 6,600 | $103.5 萬 | 0.01% | +200+3.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 6,632 | $104.0 萬 | 0.06% | +218+3.4% | 加碼 |
| Ci Investments Inc. | 6,764 | $106.0 萬 | 0.00% | +704+11.6% | 加碼 |
| ProShare Advisors LLC | 6,926 | $108.6 萬 | 0.00% | +76+1.1% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 7,000 | $109.7 萬 | 0.30% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 7,156 | $112.2 萬 | 0.00% | −2,173−23.3% | 減碼 |