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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 7,145 | $113.4 萬 | 0.02% | +7,145 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 7,531 | $118.1 萬 | 0.00% | +807+12.0% | 加碼 |
| Advisors Asset Management, Inc. | 7,637 | $119.7 萬 | 0.02% | +162+2.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,711 | $120.9 萬 | 0.01% | 00.0% | 不變 |
| TrimTabs Asset Management, LLC | 7,929 | $123.4 萬 | 0.60% | +3,634+84.6% | 加碼 |
| Freedman Financial Associates, Inc. | 7,962 | $124.8 萬 | 0.91% | 00.0% | 不變 |
| Pitcairn Co | 8,214 | $128.8 萬 | 0.09% | −125−1.5% | 減碼 |
| NewEdge Wealth, LLC | 8,391 | $131.5 萬 | 0.08% | +846+11.2% | 加碼 |
| Verition Fund Management LLC | 8,572 | $134.4 萬 | 0.02% | +8,572 | 新進 |
| CIBC Private Wealth Group, LLC | 8,590 | $134.7 萬 | 0.00% | −216,538−96.2% | 減碼 |
| AlphaCrest Capital Management LLC | 8,786 | $137.7 萬 | 0.07% | −4,898−35.8% | 減碼 |
| Xponance, Inc. | 8,883 | $139.2 萬 | 0.03% | −347−3.8% | 減碼 |
| STRS Ohio | 9,118 | $142.9 萬 | 0.01% | −462−4.8% | 減碼 |
| HSBC Holdings PLC | 9,075 | $143.6 萬 | 0.00% | −4,162−31.4% | 減碼 |
| Financial Advocates Investment Management | 9,255 | $145.1 萬 | 0.10% | +15+0.2% | 加碼 |
| Atria Investments LLC | 9,687 | $151.9 萬 | 0.03% | +9,687 | 新進 |
| Shell Asset Management Co | 9,763 | $153.0 萬 | 0.03% | −420−4.1% | 減碼 |
| State of Wisconsin Investment Board | 9,978 | $156.4 萬 | 0.00% | +469+4.9% | 加碼 |
| Retirement Capital Strategies | 10,041 | $157.4 萬 | 0.60% | 00.0% | 不變 |
| FDx Advisors, Inc. | 10,051 | $157.6 萬 | 0.05% | +2,366+30.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 10,076 | $158.0 萬 | 0.15% | +156+1.6% | 加碼 |
| Illinois Municipal Retirement Fund | 10,094 | $158.2 萬 | 0.06% | 00.0% | 不變 |
| Jane Street Group, LLC | 10,569 | $165.7 萬 | 0.00% | −34,056−76.3% | 減碼 |
| Caldwell Trust Co | 10,767 | $168.8 萬 | 0.21% | −583−5.1% | 減碼 |
| Picton Mahoney Asset Management | 10,795 | $169.2 萬 | 0.07% | +580+5.7% | 加碼 |
| Susquehanna International Group, LLP | 11,412 | $178.9 萬 | 0.00% | −11−0.1% | 減碼 |
| Algert Global LLC | 11,640 | $182.5 萬 | 0.24% | +11,640 | 新進 |
| Public Employees Retirement Association of Colorado | 11,750 | $184.2 萬 | 0.01% | 00.0% | 不變 |
| Fulton Bank, N.A. | 12,234 | $191.8 萬 | 0.09% | −898−6.8% | 減碼 |
| PEAK6 Investments LLC | 12,320 | $193.1 萬 | 0.04% | +7,728+168.3% | 加碼 |
| Eqis Capital Management, Inc. | 12,360 | $193.8 萬 | 0.15% | +4,411+55.5% | 加碼 |
| CIBC World Markets Inc. | 12,710 | $199.2 萬 | 0.01% | −109−0.9% | 減碼 |
| Congress Asset Management Co | 12,774 | $200.2 萬 | 0.02% | +120+0.9% | 加碼 |
| Teacher Retirement System of Texas | 12,772 | $200.2 萬 | 0.01% | +2,339+22.4% | 加碼 |
| Kalos Management, Inc. | 12,419 | $207.4 萬 | 0.59% | −646−4.9% | 減碼 |
| Maven Securities LTD | 13,400 | $210.1 萬 | 0.24% | +13,400 | 新進 |
| Impax Asset Management Group plc | 13,677 | $214.4 萬 | 0.01% | 00.0% | 不變 |
| Heron Bay Capital Management | 13,870 | $217.4 萬 | 1.12% | +512+3.8% | 加碼 |
| Utah Retirement Systems | 14,309 | $224.3 萬 | 0.03% | −800−5.3% | 減碼 |
| Handelsbanken Fonder AB | 14,481 | $227.0 萬 | 0.01% | 00.0% | 不變 |
| Sovarnum Capital L.P. | 15,000 | $235.1 萬 | 2.22% | +15,000 | 新進 |
| Marshall Wace, LLP | 15,021 | $235.5 萬 | 0.01% | +10,558+236.6% | 加碼 |
| Tocqueville Asset Management L.P. | 15,074 | $236.3 萬 | 0.04% | −1,961−11.5% | 減碼 |
| Yorktown Management & Research Co Inc | 15,700 | $246.1 萬 | 1.85% | +500+3.3% | 加碼 |
| Dana Investment Advisors, Inc. | 15,709 | $246.3 萬 | 0.11% | −144−0.9% | 減碼 |
| Oliver Luxxe Assets LLC | 15,860 | $248.6 萬 | 0.68% | +1,068+7.2% | 加碼 |
| Enterprise Financial Services Corp | 15,892 | $249.1 萬 | 0.32% | +12,958+441.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 16,371 | $256.6 萬 | 0.27% | −20.0% | 減碼 |
| Baird Financial Group, Inc. | 16,658 | $261.1 萬 | 0.01% | +14,565+695.9% | 加碼 |
| TD Private Client Wealth LLC | 16,900 | $264.9 萬 | 0.11% | −194−1.1% | 減碼 |
| Tributary Capital Management, LLC | 17,200 | $269.6 萬 | 0.21% | +2,200+14.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 17,491 | $274.2 萬 | 0.01% | −39,349−69.2% | 減碼 |
| Kames Capital plc | 17,749 | $278.2 萬 | 0.04% | 00.0% | 不變 |
| Bokf, NA | 19,405 | $304.2 萬 | 0.05% | +19,405 | 新進 |
| Daiwa Securities Group Inc. | 19,626 | $307.7 萬 | 0.02% | +119+0.6% | 加碼 |
| Amalgamated Bank | 20,241 | $317.3 萬 | 0.03% | −844−4.0% | 減碼 |
| Globeflex Capital L P | 20,315 | $318.5 萬 | 0.70% | −4,284−17.4% | 減碼 |
| Private Advisor Group, LLC | 20,819 | $326.4 萬 | 0.02% | +274+1.3% | 加碼 |
| Clark Capital Management Group, Inc. | 21,031 | $329.7 萬 | 0.05% | +3,321+18.8% | 加碼 |
| Bowling Portfolio Management LLC | 21,081 | $330.5 萬 | 0.74% | −65−0.3% | 減碼 |
| Commonwealth Equity Services, LLC | 21,090 | $330.6 萬 | 0.01% | +161+0.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 21,589 | $338.4 萬 | 0.06% | −10,500−32.7% | 減碼 |
| Winthrop Advisory Group LLC | 21,663 | $339.6 萬 | 0.76% | 00.0% | 不變 |
| Arizona State Retirement System | 21,776 | $341.4 萬 | 0.03% | +117+0.5% | 加碼 |
| Distillate Capital Partners LLC | 21,866 | $342.7 萬 | 0.91% | +21,866 | 新進 |
| Vident Investment Advisory, LLC | 21,866 | $342.8 萬 | 0.10% | +21,866 | 新進 |
| Bank of Montreal | 21,856 | $348.4 萬 | 0.00% | −949−4.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 24,060 | $377.2 萬 | 0.08% | +1,659+7.4% | 加碼 |
| Thrivent Financial for Lutherans | 25,143 | $394.1 萬 | 0.01% | −15,093−37.5% | 減碼 |
| Westpac Banking Corp | 25,300 | $396.6 萬 | 0.04% | −151−0.6% | 減碼 |
| Principal Financial Group Inc | 26,457 | $414.7 萬 | 0.00% | −3,543−11.8% | 減碼 |
| Bullseye Asset Management LLC | 27,715 | $434.5 萬 | 1.51% | −207−0.7% | 減碼 |
| Advisor Group Holdings, Inc. | 28,505 | $446.4 萬 | 0.01% | +926+3.4% | 加碼 |
| Catalyst Capital Advisors LLC | 28,500 | $446.8 萬 | 0.22% | −1,500−5.0% | 減碼 |
| Treasurer of the State of North Carolina | 28,672 | $449.5 萬 | 0.03% | +969+3.5% | 加碼 |
| KWB Wealth | 29,047 | $455.3 萬 | 0.81% | +1,658+6.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 30,058 | $471.2 萬 | 0.32% | +2,987+11.0% | 加碼 |
| Los Angeles Capital Management LLC | 30,105 | $471.9 萬 | 0.02% | −1,860−5.8% | 減碼 |
| Renaissance Technologies LLC | 30,564 | $479.1 萬 | 0.01% | −32,690−51.7% | 減碼 |
| PFS Investments Inc. | 29,287 | $489.3 萬 | 0.10% | +6,545+28.8% | 加碼 |
| Barclays PLC | 31,282 | $490.4 萬 | 0.00% | −33,049−51.4% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 31,661 | $496.3 萬 | 0.79% | +5,119+19.3% | 加碼 |
| NN Investment Partners Holdings N.V. | 31,686 | $496.8 萬 | 0.03% | +14,047+79.6% | 加碼 |
| Citadel Advisors LLC | 32,151 | $504.0 萬 | 0.01% | −134,950−80.8% | 減碼 |
| ClariVest Asset Management LLC | 32,261 | $505.9 萬 | 0.16% | −907−2.7% | 減碼 |
| Bridgewater Associates, LP | 32,591 | $510.9 萬 | 0.03% | +7,123+28.0% | 加碼 |
| Otter Creek Advisors, LLC | 34,121 | $534.9 萬 | 4.40% | +18,225+114.7% | 加碼 |
| Advantage Alpha Capital Partners LP | 34,657 | $543.3 萬 | 0.99% | +4,235+13.9% | 加碼 |
| Truist Financial Corp | 35,314 | $553.6 萬 | 0.01% | +3,006+9.3% | 加碼 |
| Pathstone Family Office, LLC | 36,528 | $572.6 萬 | 0.17% | +2,018+5.8% | 加碼 |
| Rafferty Asset Management, LLC | 38,232 | $599.3 萬 | 0.04% | −6,853−15.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 39,214 | $614.7 萬 | 0.01% | −93,089−70.4% | 減碼 |
| Citigroup Inc | 41,104 | $644.4 萬 | 0.01% | −10,761−20.7% | 減碼 |
| Community Trust & Investment Co | 41,326 | $647.8 萬 | 0.54% | +41,326 | 新進 |
| State of New Jersey Common Pension Fund D | 42,157 | $660.9 萬 | 0.02% | −2,573−5.8% | 減碼 |
| Capitolis Advisors LLC | 39,262 | $677.2 萬 | 0.06% | 00.0% | 不變 |
| James Investment Research Inc | 44,516 | $697.9 萬 | 0.65% | −36,436−45.0% | 減碼 |
| Two Sigma Advisers, LP | 44,600 | $699.1 萬 | 0.02% | −6,600−12.9% | 減碼 |
| Kennedy Capital Management, Inc. | 44,651 | $699.9 萬 | 0.16% | −2,520−5.3% | 減碼 |
| First Trust Advisors LP | 44,745 | $701.4 萬 | 0.01% | −116,967−72.3% | 減碼 |