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 |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 67,390 | $1,079 萬 | 0.12% | +67,390 | 新進 |
| Azora Capital LP | 64,624 | $1,035 萬 | 1.62% | +3,967+6.5% | 加碼 |
| Point72 Europe (London) LLP | 63,300 | $1,013 萬 | 4.63% | −5,000−7.3% | 減碼 |
| Natixis Advisors, L.P. | 62,124 | $994.5 萬 | 0.04% | +1,381+2.3% | 加碼 |
| Castleark Management LLC | 61,755 | $988.6 萬 | 0.36% | −2,305−3.6% | 減碼 |
| Russell Investments Group, Ltd. | 56,221 | $899.9 萬 | 0.01% | −6,164−9.9% | 減碼 |
| US Bancorp | 56,165 | $899.2 萬 | 0.01% | −557−1.0% | 減碼 |
| Brant Point Investment Management LLC | 55,351 | $886.1 萬 | 1.63% | −9,857−15.1% | 減碼 |
| Putnam Investments LLC | 53,963 | $863.9 萬 | 0.01% | +53,963 | 新進 |
| Balyasny Asset Management LLC | 52,959 | $847.8 萬 | 0.04% | +52,959 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,086 | $817.8 萬 | 0.17% | +51,086 | 新進 |
| Janney Montgomery Scott LLC | 50,070 | $801.6 萬 | 0.03% | −271−0.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 49,793 | $797.1 萬 | 0.01% | +858+1.8% | 加碼 |
| UBS Group AG | 49,394 | $790.8 萬 | 0.00% | +115+0.2% | 加碼 |
| Icon Advisers Inc | 48,932 | $783.4 萬 | 1.26% | +532+1.1% | 加碼 |
| Gradient Investments LLC | 47,591 | $761.9 萬 | 0.19% | +47,591 | 新進 |
| Cinctive Capital Management LP | 46,630 | $746.5 萬 | 0.35% | +46,630 | 新進 |
| Nisa Investment Advisors, LLC | 43,085 | $742.4 萬 | 0.06% | −48,099−52.7% | 減碼 |
| Two Sigma Advisers, LP | 45,700 | $731.6 萬 | 0.02% | +1,100+2.5% | 加碼 |
| Susquehanna International Group, LLP | 45,325 | $725.6 萬 | 0.01% | +33,913+297.2% | 加碼 |
| Public Employees Retirement System of Ohio | 45,096 | $721.9 萬 | 0.02% | −2,077−4.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 44,138 | $706.6 萬 | 0.02% | +1,981+4.7% | 加碼 |
| AQR Capital Management LLC | 43,676 | $699.2 萬 | 0.01% | −3,608−7.6% | 減碼 |
| Kennedy Capital Management, Inc. | 43,037 | $689.0 萬 | 0.15% | −1,614−3.6% | 減碼 |
| Advantage Alpha Capital Partners LP | 42,849 | $686.0 萬 | 0.98% | +8,192+23.6% | 加碼 |
| Rafferty Asset Management, LLC | 42,004 | $672.4 萬 | 0.04% | +3,772+9.9% | 加碼 |
| James Investment Research Inc | 41,519 | $664.7 萬 | 0.61% | −2,997−6.7% | 減碼 |
| Community Trust & Investment Co | 41,226 | $659.9 萬 | 0.51% | −100−0.2% | 減碼 |
| Citigroup Inc | 40,983 | $656.1 萬 | 0.01% | −121−0.3% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 36,536 | $654.1 萬 | 0.89% | +4,875+15.4% | 加碼 |
| Barclays PLC | 39,435 | $631.4 萬 | 0.00% | +8,153+26.1% | 加碼 |
| Capitolis Advisors LLC | 39,262 | $628.5 萬 | 0.04% | 00.0% | 不變 |
| Truist Financial Corp | 37,284 | $596.9 萬 | 0.01% | +1,970+5.6% | 加碼 |
| Pathstone Family Office, LLC | 37,206 | $595.5 萬 | 0.15% | +678+1.9% | 加碼 |
| Phase 2 Partners, LLC | 36,770 | $588.7 萬 | 3.90% | +36,770 | 新進 |
| BNP Paribas Arbitrage, SA | 35,304 | $565.2 萬 | 0.01% | +17,813+101.8% | 加碼 |
| PFS Investments Inc. | 35,114 | $562.1 萬 | 0.11% | +5,827+19.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 34,512 | $552.5 萬 | 0.05% | +34,304+16,492.3% | 加碼 |
| NN Investment Partners Holdings N.V. | 33,690 | $539.4 萬 | 0.03% | +2,004+6.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 32,569 | $521.4 萬 | 0.29% | +2,511+8.4% | 加碼 |
| Nomura Asset Management Co Ltd | 31,850 | $509.9 萬 | 0.03% | +31,850 | 新進 |
| Advisor Group Holdings, Inc. | 29,953 | $479.9 萬 | 0.01% | +1,448+5.1% | 加碼 |
| Treasurer of the State of North Carolina | 28,862 | $462.1 萬 | 0.02% | +190+0.7% | 加碼 |
| KWB Wealth | 28,733 | $460.0 萬 | 0.76% | −314−1.1% | 減碼 |
| Bullseye Asset Management LLC | 27,715 | $434.5 萬 | 1.72% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 26,950 | $431.4 萬 | 0.20% | −1,550−5.4% | 減碼 |
| Otter Creek Advisors, LLC | 26,736 | $428.0 萬 | 4.01% | −7,385−21.6% | 減碼 |
| Westpac Banking Corp | 25,534 | $408.8 萬 | 0.04% | +234+0.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 24,367 | $390.1 萬 | 0.07% | +307+1.3% | 加碼 |
| Arizona State Retirement System | 21,598 | $345.8 萬 | 0.03% | −178−0.8% | 減碼 |
| Winthrop Advisory Group LLC | 21,513 | $344.4 萬 | 0.69% | −150−0.7% | 減碼 |
| Commonwealth Equity Services, LLC | 21,122 | $338.1 萬 | 0.01% | +32+0.2% | 加碼 |
| Bowling Portfolio Management LLC | 20,854 | $333.9 萬 | 0.69% | −227−1.1% | 減碼 |
| Private Advisor Group, LLC | 20,731 | $331.9 萬 | 0.02% | −88−0.4% | 減碼 |
| Principal Financial Group Inc | 19,287 | $308.8 萬 | 0.00% | −7,170−27.1% | 減碼 |
| Kames Capital plc | 18,151 | $290.6 萬 | 0.04% | +402+2.3% | 加碼 |
| Yorktown Management & Research Co Inc | 17,700 | $283.4 萬 | 1.91% | +2,000+12.7% | 加碼 |
| Daiwa Securities Group Inc. | 17,345 | $277.7 萬 | 0.02% | −2,281−11.6% | 減碼 |
| Ensign Peak Advisors, Inc | 17,190 | $275.2 萬 | 0.01% | +17,190 | 新進 |
| Amalgamated Bank | 16,999 | $272.1 萬 | 0.02% | −3,242−16.0% | 減碼 |
| Cornerstone Wealth Management, LLC | 16,503 | $264.1 萬 | 0.25% | +132+0.8% | 加碼 |
| TD Private Client Wealth LLC | 16,363 | $262.0 萬 | 0.11% | −537−3.2% | 減碼 |
| AlphaCrest Capital Management LLC | 16,012 | $256.3 萬 | 0.10% | +7,226+82.2% | 加碼 |
| Aquila Investment Management LLC | 16,000 | $256.1 萬 | 1.24% | +16,000 | 新進 |
| Oliver Luxxe Assets LLC | 15,763 | $252.3 萬 | 0.64% | −97−0.6% | 減碼 |
| Teacher Retirement System of Texas | 15,580 | $249.4 萬 | 0.01% | +2,808+22.0% | 加碼 |
| HSBC Holdings PLC | 15,382 | $248.4 萬 | 0.00% | +6,307+69.5% | 加碼 |
| Dana Investment Advisors, Inc. | 15,448 | $247.3 萬 | 0.11% | −261−1.7% | 減碼 |
| PEAK6 Investments LLC | 15,308 | $245.1 萬 | 0.07% | +2,988+24.3% | 加碼 |
| Bridgewater Associates, LP | 15,288 | $244.7 萬 | 0.01% | −17,303−53.1% | 減碼 |
| Tocqueville Asset Management L.P. | 15,073 | $241.3 萬 | 0.03% | −10.0% | 減碼 |
| Sirios Capital Management L P | 14,715 | $235.6 萬 | 0.27% | +14,715 | 新進 |
| Heron Bay Capital Management | 14,554 | $233.0 萬 | 1.15% | +684+4.9% | 加碼 |
| Los Angeles Capital Management LLC | 14,484 | $231.9 萬 | 0.01% | −15,621−51.9% | 減碼 |
| Utah Retirement Systems | 14,409 | $230.6 萬 | 0.03% | +100+0.7% | 加碼 |
| Handelsbanken Fonder AB | 14,081 | $225.4 萬 | 0.01% | −400−2.8% | 減碼 |
| National Bank of Canada | 13,779 | $220.6 萬 | 0.01% | +13,779 | 新進 |
| Laurion Capital Management LP | 13,594 | $217.6 萬 | 0.04% | +13,594 | 新進 |
| Kalos Management, Inc. | 12,791 | $213.6 萬 | 0.58% | +372+3.0% | 加碼 |
| Impax Asset Management Group plc | 13,313 | $213.1 萬 | 0.01% | −364−2.7% | 減碼 |
| Congress Asset Management Co | 13,035 | $208.7 萬 | 0.02% | +261+2.0% | 加碼 |
| Illinois Municipal Retirement Fund | 12,796 | $204.9 萬 | 0.06% | +2,702+26.8% | 加碼 |
| CIBC World Markets Inc. | 12,710 | $203.5 萬 | 0.01% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 12,600 | $201.7 萬 | 0.15% | −4,600−26.7% | 減碼 |
| Verition Fund Management LLC | 12,599 | $201.7 萬 | 0.03% | +4,027+47.0% | 加碼 |
| Gillson Capital LP | 12,544 | $200.8 萬 | 0.13% | −48,540−79.5% | 減碼 |
| Algert Global LLC | 11,724 | $187.7 萬 | 0.23% | +84+0.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 11,675 | $186.9 萬 | 0.01% | −75−0.6% | 減碼 |
| Fulton Bank, N.A. | 11,348 | $181.7 萬 | 0.08% | −886−7.2% | 減碼 |
| Donoghue Forlines LLC | 11,349 | $181.7 萬 | 0.31% | +11,349 | 新進 |
| Eqis Capital Management, Inc. | 11,218 | $179.6 萬 | 0.13% | −1,142−9.2% | 減碼 |
| FDx Advisors, Inc. | 10,851 | $173.7 萬 | 0.05% | +800+8.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,835 | $173.5 萬 | 0.01% | +3,124+40.5% | 加碼 |
| Caldwell Trust Co | 10,714 | $171.5 萬 | 0.20% | −53−0.5% | 減碼 |
| Atria Investments LLC | 10,623 | $170.1 萬 | 0.03% | +936+9.7% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 10,526 | $168.5 萬 | 0.15% | +450+4.5% | 加碼 |
| Dynamic Technology Lab Private Ltd | 10,510 | $168.2 萬 | 0.19% | +10,510 | 新進 |
| Bamco Inc | 10,500 | $168.1 萬 | 0.00% | +10,500 | 新進 |
| Bokf, NA | 10,326 | $165.4 萬 | 0.03% | −9,079−46.8% | 減碼 |
| Retirement Capital Strategies | 10,041 | $160.7 萬 | 0.59% | 00.0% | 不變 |