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 4 季 13F 持有人
LPL Financial Holdings Inc. 在 2021/12/31 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
- 435
- 較 2021 年第 3 季 +21 家
- 持有股數
- 7,680 萬
- 較 2021 年第 3 季 +41.5 萬 (+0.5%)
- 總市值
- $123.0 億
- 較 2021 年第 3 季 +$3.22 億 (+2.7%)
- 新進機構
- 74
- 另有 153 家加碼
- 清倉機構
- 53
- 另有 156 家減碼
另有 9 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 1,683 | $26.8 萬 | 0.00% | +58+3.6% | 加碼 |
| JT Stratford LLC | 1,684 | $27.0 萬 | 0.07% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 1,694 | $27.1 萬 | 0.01% | +1,694 | 新進 |
| GWM Advisors LLC | 1,698 | $27.2 萬 | 0.00% | +1,698 | 新進 |
| Meeder Asset Management Inc | 1,704 | $27.3 萬 | 0.03% | +1,581+1,285.4% | 加碼 |
| Greenleaf Trust | 1,714 | $27.4 萬 | 0.00% | +44+2.6% | 加碼 |
| Citadel Advisors LLC | 1,727 | $27.6 萬 | 0.00% | −30,424−94.6% | 減碼 |
| XTX Topco Ltd | 1,730 | $27.7 萬 | 0.16% | −1,664−49.0% | 減碼 |
| Wedge Capital Management L L P | 1,729 | $27.7 萬 | 0.00% | −13−0.7% | 減碼 |
| Franklin Resources Inc | 1,766 | $28.3 萬 | 0.00% | −10−0.6% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,800 | $28.8 萬 | 0.02% | −200−10.0% | 減碼 |
| MONECO Advisors, LLC | 1,711 | $29.6 萬 | 0.11% | −19−1.1% | 減碼 |
| Umb Bank N A | 1,863 | $29.8 萬 | 0.00% | +1,863 | 新進 |
| Advisory Services Network, LLC | 1,891 | $30.2 萬 | 0.01% | +1+0.1% | 加碼 |
| Ssi Investment Management LLC | 1,904 | $30.5 萬 | 0.02% | −5−0.3% | 減碼 |
| Modera Wealth Management, LLC | 1,944 | $31.1 萬 | 0.01% | +1,944 | 新進 |
| Snowden Capital Advisors LLC | 1,975 | $31.6 萬 | 0.02% | −2,780−58.5% | 減碼 |
| WJ Wealth Management, LLC | 2,000 | $32.0 萬 | 0.19% | 00.0% | 不變 |
| ACT Advisors, LLC. | 2,000 | $32.0 萬 | 0.23% | 00.0% | 不變 |
| Hutchens & Kramer Investment Management Group, LLC | 1,747 | $32.6 萬 | 0.21% | +1,747 | 新進 |
| M&T Bank Corp | 2,085 | $33.5 萬 | 0.00% | +61+3.0% | 加碼 |
| MAI Capital Management | 2,096 | $33.6 萬 | 0.01% | −113−5.1% | 減碼 |
| Cetera Investment Advisers | 2,151 | $34.4 萬 | 0.00% | −410−16.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,148 | $34.4 萬 | 0.10% | +2,148 | 新進 |
| Stratos Wealth Partners, LTD. | 2,213 | $35.4 萬 | 0.01% | −65−2.9% | 減碼 |
| London Co of Virginia | 2,270 | $36.3 萬 | 0.00% | 00.0% | 不變 |
| Ethic Inc. | 2,279 | $36.5 萬 | 0.03% | +479+26.6% | 加碼 |
| Future Fund LLC | 2,310 | $37.0 萬 | 0.37% | +2,310 | 新進 |
| IHT Wealth Management, LLC | 2,323 | $37.2 萬 | 0.03% | −94−3.9% | 減碼 |
| Yousif Capital Management, LLC | 2,339 | $37.4 萬 | 0.00% | +2,339 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 2,343 | $37.5 萬 | 0.09% | +2,343 | 新進 |
| Quantinno Capital Management LP | 2,380 | $38.1 萬 | 0.07% | −342−12.6% | 減碼 |
| YHB Investment Advisors, Inc. | 2,380 | $38.1 萬 | 0.03% | 00.0% | 不變 |
| Bank of Montreal | 2,368 | $38.4 萬 | 0.00% | −19,488−89.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 2,399 | $38.4 萬 | 0.02% | −370−13.4% | 減碼 |
| First Hawaiian Bank | 2,398 | $38.4 萬 | 0.01% | −251−9.5% | 減碼 |
| Brown Advisory Inc | 2,436 | $39.0 萬 | 0.00% | +2,436 | 新進 |
| NEXT Financial Group, Inc | 2,450 | $39.2 萬 | 0.03% | +1,167+91.0% | 加碼 |
| Globeflex Capital L P | 2,462 | $39.4 萬 | 0.08% | −17,853−87.9% | 減碼 |
| BTC Capital Management, Inc. | 2,463 | $39.4 萬 | 0.04% | +2,463 | 新進 |
| Alps Advisors Inc | 2,535 | $40.6 萬 | 0.00% | +410+19.3% | 加碼 |
| SG Americas Securities, LLC | 2,595 | $41.5 萬 | 0.00% | −300−10.4% | 減碼 |
| Park Avenue Securities LLC | 2,629 | $42.1 萬 | 0.01% | +853+48.0% | 加碼 |
| Laurel Wealth Advisors, Inc. | 2,630 | $42.1 萬 | 0.03% | +2,630 | 新進 |
| Zeke Capital Advisors, LLC | 2,643 | $42.3 萬 | 0.02% | −4−0.2% | 減碼 |
| Virtu Financial LLC | 2,695 | $43.1 萬 | 0.04% | +2,695 | 新進 |
| Cullen/Frost Bankers, Inc. | 2,700 | $43.2 萬 | 0.01% | 00.0% | 不變 |
| Nicholas Investment Partners, LP | 2,738 | $43.8 萬 | 0.03% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 2,740 | $43.9 萬 | 0.12% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 2,837 | $45.4 萬 | 0.03% | +2,837 | 新進 |
| Simplex Trading, LLC | 2,860 | $45.7 萬 | 0.01% | +2,860 | 新進 |
| Manufacturers Life Insurance Company, The | 2,903 | $46.4 萬 | 0.00% | −1,267−30.4% | 減碼 |
| Versor Investments LP | 2,925 | $46.8 萬 | 0.01% | −2,975−50.4% | 減碼 |
| Brasada Capital Management, LP | 3,000 | $48.0 萬 | 0.09% | +3,000 | 新進 |
| KB Financial Partners, LLC | 3,084 | $49.4 萬 | 0.14% | −897−22.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 3,202 | $51.3 萬 | 0.00% | −580−15.3% | 減碼 |
| Glenview Trust Co | 3,243 | $51.9 萬 | 0.02% | 00.0% | 不變 |
| Ritholtz Wealth Management | 3,261 | $52.2 萬 | 0.03% | +261+8.7% | 加碼 |
| SkyView Investment Advisors, LLC | 11,687 | $53.0 萬 | 0.12% | +7,413+173.4% | 加碼 |
| Leuthold Group, LLC | 3,320 | $53.1 萬 | 0.06% | −37−1.1% | 減碼 |
| Cornerstone Investment Partners, LLC | 3,314 | $53.1 萬 | 0.03% | +1,482+80.9% | 加碼 |
| Pittenger & Anderson Inc | 3,350 | $53.6 萬 | 0.02% | +90+2.8% | 加碼 |
| Winton Group Ltd | 3,351 | $53.6 萬 | 0.03% | +3,351 | 新進 |
| O'Shares Investment Advisers, LLC | 3,370 | $54.0 萬 | 0.04% | +76+2.3% | 加碼 |
| Bickling Financial Services, Inc. | 3,383 | $54.2 萬 | 0.26% | +54+1.6% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 3,418 | $54.7 萬 | 0.12% | +1,491+77.4% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,485 | $55.7 萬 | 0.13% | −50−1.4% | 減碼 |
| Pearl River Capital, LLC | 3,558 | $57.0 萬 | 0.15% | +1,928+118.3% | 加碼 |
| Independent Advisor Alliance | 3,603 | $57.7 萬 | 0.03% | −207−5.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,622 | $57.9 萬 | 0.00% | +18+0.5% | 加碼 |
| TownSquare Capital, LLC | 3,694 | $59.1 萬 | 0.01% | +1,547+72.1% | 加碼 |
| Intersect Capital LLC | 3,696 | $59.2 萬 | 0.11% | +177+5.0% | 加碼 |
| Guggenheim Capital LLC | 3,802 | $60.8 萬 | 0.00% | +831+28.0% | 加碼 |
| Cetera Advisor Networks LLC | 3,942 | $63.1 萬 | 0.01% | +1,552+64.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 3,960 | $63.4 萬 | 0.02% | −17,629−81.7% | 減碼 |
| Oak Thistle LLC | 3,980 | $63.7 萬 | 0.49% | +3,980 | 新進 |
| JustInvest LLC | 4,034 | $64.6 萬 | 0.04% | +470+13.2% | 加碼 |
| Engineers Gate Manager LP | 4,165 | $66.7 萬 | 0.03% | +2,525+154.0% | 加碼 |
| MML Investors Services, LLC | 4,272 | $68.4 萬 | 0.00% | −169−3.8% | 減碼 |
| Advisor OS, LLC | 4,370 | $69.9 萬 | 0.14% | +442+11.3% | 加碼 |
| American Trust | 4,425 | $70.8 萬 | 0.05% | +4,425 | 新進 |
| Tudor Investment Corp Et Al | 4,469 | $71.5 萬 | 0.01% | +4,469 | 新進 |
| Logan Capital Management Inc | 4,600 | $73.6 萬 | 0.03% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 4,622 | $74.0 萬 | 0.00% | −12,036−72.3% | 減碼 |
| Financial Advocates Investment Management | 4,756 | $76.1 萬 | 0.05% | −4,499−48.6% | 減碼 |
| Navellier & Associates Inc | 4,796 | $76.8 萬 | 0.11% | −28−0.6% | 減碼 |
| Kestra Advisory Services, LLC | 4,893 | $78.3 萬 | 0.01% | +470+10.6% | 加碼 |
| Brown Brothers Harriman & Co | 5,000 | $80.0 萬 | 0.00% | −109−2.1% | 減碼 |
| Capital Asset Advisory Services LLC | 5,059 | $81.0 萬 | 0.09% | +170+3.5% | 加碼 |
| Pictet Asset Management SA | 5,109 | $81.8 萬 | 0.00% | −291−5.4% | 減碼 |
| Squarepoint Ops LLC | 5,159 | $82.6 萬 | 0.00% | +1,872+57.0% | 加碼 |
| Metropolitan Life Insurance Co | 5,296 | $84.8 萬 | 0.01% | −42−0.8% | 減碼 |
| Raymond James Trust N.A. | 5,334 | $85.4 萬 | 0.03% | −472−8.1% | 減碼 |
| Toth Financial Advisory Corp | 5,385 | $86.2 萬 | 0.12% | +1,935+56.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 5,388 | $86.3 萬 | 0.00% | −558−9.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 5,513 | $88.3 萬 | 0.04% | −1,119−16.9% | 減碼 |
| LVW Advisors, LLC | 5,557 | $89.0 萬 | 0.15% | −22−0.4% | 減碼 |
| Enterprise Financial Services Corp | 5,724 | $91.6 萬 | 0.14% | −10,168−64.0% | 減碼 |
| Paloma Partners Management Co | 5,767 | $92.3 萬 | 0.03% | +5,767 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,825 | $93.2 萬 | 0.08% | 00.0% | 不變 |