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 |
|---|---|---|---|---|---|
| Phase 2 Partners, LLC | 36,770 | $588.7 萬 | 3.90% | +36,770 | 新進 |
| Pathstone Family Office, LLC | 37,206 | $595.5 萬 | 0.15% | +678+1.9% | 加碼 |
| Truist Financial Corp | 37,284 | $596.9 萬 | 0.01% | +1,970+5.6% | 加碼 |
| Capitolis Advisors LLC | 39,262 | $628.5 萬 | 0.04% | 00.0% | 不變 |
| Barclays PLC | 39,435 | $631.4 萬 | 0.00% | +8,153+26.1% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 36,536 | $654.1 萬 | 0.89% | +4,875+15.4% | 加碼 |
| Citigroup Inc | 40,983 | $656.1 萬 | 0.01% | −121−0.3% | 減碼 |
| Community Trust & Investment Co | 41,226 | $659.9 萬 | 0.51% | −100−0.2% | 減碼 |
| James Investment Research Inc | 41,519 | $664.7 萬 | 0.61% | −2,997−6.7% | 減碼 |
| Rafferty Asset Management, LLC | 42,004 | $672.4 萬 | 0.04% | +3,772+9.9% | 加碼 |
| Advantage Alpha Capital Partners LP | 42,849 | $686.0 萬 | 0.98% | +8,192+23.6% | 加碼 |
| Kennedy Capital Management, Inc. | 43,037 | $689.0 萬 | 0.15% | −1,614−3.6% | 減碼 |
| AQR Capital Management LLC | 43,676 | $699.2 萬 | 0.01% | −3,608−7.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 44,138 | $706.6 萬 | 0.02% | +1,981+4.7% | 加碼 |
| Public Employees Retirement System of Ohio | 45,096 | $721.9 萬 | 0.02% | −2,077−4.4% | 減碼 |
| Susquehanna International Group, LLP | 45,325 | $725.6 萬 | 0.01% | +33,913+297.2% | 加碼 |
| Two Sigma Advisers, LP | 45,700 | $731.6 萬 | 0.02% | +1,100+2.5% | 加碼 |
| Nisa Investment Advisors, LLC | 43,085 | $742.4 萬 | 0.06% | −48,099−52.7% | 減碼 |
| Cinctive Capital Management LP | 46,630 | $746.5 萬 | 0.35% | +46,630 | 新進 |
| Gradient Investments LLC | 47,591 | $761.9 萬 | 0.19% | +47,591 | 新進 |
| Icon Advisers Inc | 48,932 | $783.4 萬 | 1.26% | +532+1.1% | 加碼 |
| UBS Group AG | 49,394 | $790.8 萬 | 0.00% | +115+0.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 49,793 | $797.1 萬 | 0.01% | +858+1.8% | 加碼 |
| Janney Montgomery Scott LLC | 50,070 | $801.6 萬 | 0.03% | −271−0.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,086 | $817.8 萬 | 0.17% | +51,086 | 新進 |
| Balyasny Asset Management LLC | 52,959 | $847.8 萬 | 0.04% | +52,959 | 新進 |
| Putnam Investments LLC | 53,963 | $863.9 萬 | 0.01% | +53,963 | 新進 |
| Brant Point Investment Management LLC | 55,351 | $886.1 萬 | 1.63% | −9,857−15.1% | 減碼 |
| US Bancorp | 56,165 | $899.2 萬 | 0.01% | −557−1.0% | 減碼 |
| Russell Investments Group, Ltd. | 56,221 | $899.9 萬 | 0.01% | −6,164−9.9% | 減碼 |
| Castleark Management LLC | 61,755 | $988.6 萬 | 0.36% | −2,305−3.6% | 減碼 |
| Natixis Advisors, L.P. | 62,124 | $994.5 萬 | 0.04% | +1,381+2.3% | 加碼 |
| Point72 Europe (London) LLP | 63,300 | $1,013 萬 | 4.63% | −5,000−7.3% | 減碼 |
| Azora Capital LP | 64,624 | $1,035 萬 | 1.62% | +3,967+6.5% | 加碼 |
| Alyeska Investment Group, L.P. | 67,390 | $1,079 萬 | 0.12% | +67,390 | 新進 |
| Venturi Wealth Management, LLC | 67,806 | $1,086 萬 | 0.82% | −404−0.6% | 減碼 |
| LPL Financial LLC | 69,397 | $1,111 萬 | 0.01% | +3,594+5.5% | 加碼 |
| Qube Research & Technologies Ltd | 70,160 | $1,123 萬 | 0.09% | +70,160 | 新進 |
| Ameriprise Financial Inc | 73,924 | $1,183 萬 | 0.00% | +16,630+29.0% | 加碼 |
| Rhumbline Advisers | 75,537 | $1,209 萬 | 0.01% | +2,126+2.9% | 加碼 |
| Calamos Advisors LLC | 76,200 | $1,220 萬 | 0.05% | −15,618−17.0% | 減碼 |
| Assenagon Asset Management S.A. | 76,369 | $1,223 萬 | 0.05% | −96,635−55.9% | 減碼 |
| Comerica Bank | 77,094 | $1,232 萬 | 0.09% | +963+1.3% | 加碼 |
| Credit Suisse AG | 83,194 | $1,332 萬 | 0.01% | −2,719−3.2% | 減碼 |
| Legal & General Group Plc | 83,519 | $1,337 萬 | 0.00% | +7,722+10.2% | 加碼 |
| Captrust Financial Advisors | 88,791 | $1,422 萬 | 0.10% | −30,660−25.7% | 減碼 |
| Nordea Investment Management AB | 88,349 | $1,432 萬 | 0.02% | −476−0.5% | 減碼 |
| ExodusPoint Capital Management, LP | 89,590 | $1,434 萬 | 0.18% | −12,052−11.9% | 減碼 |
| Pinebridge Investments, L.P. | 96,474 | $1,545 萬 | 0.16% | −1,986−2.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 99,127 | $1,587 萬 | 0.03% | −123−0.1% | 減碼 |
| New York State Common Retirement Fund | 101,049 | $1,618 萬 | 0.02% | −97,292−49.1% | 減碼 |
| BlueMar Capital Management, LLC | 102,010 | $1,633 萬 | 4.53% | +1,660+1.7% | 加碼 |
| Stifel Financial Corp | 107,606 | $1,723 萬 | 0.02% | +6,266+6.2% | 加碼 |
| Marshall Wace, LLP | 110,674 | $1,772 萬 | 0.04% | +95,653+636.8% | 加碼 |
| California State Teachers Retirement System | 111,942 | $1,792 萬 | 0.02% | −23,311−17.2% | 減碼 |
| Morgan Stanley | 115,745 | $1,853 萬 | 0.00% | +23,108+24.9% | 加碼 |
| Royal Bank of Canada | 119,080 | $1,906 萬 | 0.00% | +4,553+4.0% | 加碼 |
| William Blair Investment Management, LLC | 125,004 | $2,001 萬 | 0.05% | +2,304+1.9% | 加碼 |
| Parametric Portfolio Associates LLC | 128,411 | $2,056 萬 | 0.01% | −9,121−6.6% | 減碼 |
| Polar Capital Holdings Plc | 129,858 | $2,079 萬 | 0.11% | +129,858 | 新進 |
| Envestnet Asset Management Inc | 130,133 | $2,083 萬 | 0.01% | +6,449+5.2% | 加碼 |
| Allianz Asset Management GmbH | 130,619 | $2,091 萬 | 0.02% | −40,784−23.8% | 減碼 |
| Thornburg Investment Management Inc | 133,932 | $2,144 萬 | 0.25% | −42,602−24.1% | 減碼 |
| Chiron Investment Management, LLC | 136,433 | $2,184 萬 | 2.49% | −61,726−31.1% | 減碼 |
| Reinhart Partners, Inc. | 138,314 | $2,214 萬 | 1.06% | −84,995−38.1% | 減碼 |
| Employees Retirement System of Texas | 143,988 | $2,305 萬 | 0.26% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 147,938 | $2,368 萬 | 1.32% | +1,461+1.0% | 加碼 |
| SEI Investments Co | 153,800 | $2,457 萬 | 0.05% | −7,707−4.8% | 減碼 |
| Boston Partners | 153,743 | $2,462 萬 | 0.03% | −2,933−1.9% | 減碼 |
| Man Group plc | 154,725 | $2,477 萬 | 0.08% | +9,036+6.2% | 加碼 |
| Eaton Vance Management | 167,659 | $2,684 萬 | 0.03% | −29,291−14.9% | 減碼 |
| California Public Employees Retirement System | 175,440 | $2,809 萬 | 0.02% | −5,971−3.3% | 減碼 |
| Swiss National Bank | 176,600 | $2,827 萬 | 0.02% | 00.0% | 不變 |
| Primecap Management Co | 189,300 | $3,031 萬 | 0.02% | −14,700−7.2% | 減碼 |
| Fort Washington Investment Advisors Inc | 199,692 | $3,197 萬 | 0.19% | +1,941+1.0% | 加碼 |
| First Trust Advisors LP | 204,592 | $3,275 萬 | 0.03% | +159,847+357.2% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 205,431 | $3,289 萬 | 0.49% | 00.0% | 不變 |
| Governors Lane LP | 207,900 | $3,328 萬 | 2.40% | +207,900 | 新進 |
| Point72 Asset Management, L.P. | 211,300 | $3,383 萬 | 0.15% | −306,979−59.2% | 減碼 |
| Iridian Asset Management LLC | 214,603 | $3,436 萬 | 2.16% | −268,046−55.5% | 減碼 |
| Trillium Asset Management, LLC | 222,414 | $3,561 萬 | 0.84% | +9,277+4.4% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 225,706 | $3,613 萬 | 1.16% | +56,937+33.7% | 加碼 |
| Macquarie Group Ltd | 229,144 | $3,668 萬 | 0.03% | +27,168+13.5% | 加碼 |
| LMR Partners LLP | 251,661 | $4,029 萬 | 0.53% | +64,419+34.4% | 加碼 |
| Goldman Sachs Group Inc | 265,897 | $4,257 萬 | 0.01% | +13,503+5.3% | 加碼 |
| CIBC Asset Management Inc | 279,711 | $4,478 萬 | 0.16% | −31,876−10.2% | 減碼 |
| Federated Hermes, Inc. | 317,214 | $5,078 萬 | 0.09% | −5,001−1.6% | 減碼 |
| Agf Investments Inc. | 322,183 | $5,158 萬 | 0.37% | 00.0% | 不變 |
| TD Asset Management Inc | 367,470 | $5,883 萬 | 0.05% | −21,334−5.5% | 減碼 |
| Northern Trust Corp | 367,869 | $5,889 萬 | 0.01% | −25,265−6.4% | 減碼 |
| Epoch Investment Partners, Inc. | 375,844 | $6,017 萬 | 0.31% | −21,989−5.5% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 427,756 | $6,848 萬 | 0.70% | −132,815−23.7% | 減碼 |
| Raymond James & Associates | 434,498 | $6,956 萬 | 0.06% | +5,151+1.2% | 加碼 |
| UBS Asset Management Americas Inc | 447,986 | $7,172 萬 | 0.03% | −47,655−9.6% | 減碼 |
| Bank of America Corp | 457,571 | $7,325 萬 | 0.01% | +28,391+6.6% | 加碼 |
| Engle Capital Management, L.P. | 460,000 | $7,364 萬 | 14.88% | −100,000−17.9% | 減碼 |
| Wells Fargo & Company | 462,360 | $7,402 萬 | 0.02% | −2,058,451−81.7% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 479,077 | $7,670 萬 | 0.93% | −40,668−7.8% | 減碼 |
| Price T Rowe Associates Inc | 485,145 | $7,767 萬 | 0.01% | −136,036−21.9% | 減碼 |
| Millennium Management LLC | 530,332 | $8,490 萬 | 0.09% | −235,047−30.7% | 減碼 |