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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 2,343 | $37.5 萬 | 0.09% | +2,343 | 新進 |
| Yousif Capital Management, LLC | 2,339 | $37.4 萬 | 0.00% | +2,339 | 新進 |
| IHT Wealth Management, LLC | 2,323 | $37.2 萬 | 0.03% | −94−3.9% | 減碼 |
| Future Fund LLC | 2,310 | $37.0 萬 | 0.37% | +2,310 | 新進 |
| Ethic Inc. | 2,279 | $36.5 萬 | 0.03% | +479+26.6% | 加碼 |
| London Co of Virginia | 2,270 | $36.3 萬 | 0.00% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 2,213 | $35.4 萬 | 0.01% | −65−2.9% | 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 |
| MAI Capital Management | 2,096 | $33.6 萬 | 0.01% | −113−5.1% | 減碼 |
| M&T Bank Corp | 2,085 | $33.5 萬 | 0.00% | +61+3.0% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,747 | $32.6 萬 | 0.21% | +1,747 | 新進 |
| 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 |
| Snowden Capital Advisors LLC | 1,975 | $31.6 萬 | 0.02% | −2,780−58.5% | 減碼 |
| Modera Wealth Management, LLC | 1,944 | $31.1 萬 | 0.01% | +1,944 | 新進 |
| Ssi Investment Management LLC | 1,904 | $30.5 萬 | 0.02% | −5−0.3% | 減碼 |
| Advisory Services Network, LLC | 1,891 | $30.2 萬 | 0.01% | +1+0.1% | 加碼 |
| Umb Bank N A | 1,863 | $29.8 萬 | 0.00% | +1,863 | 新進 |
| MONECO Advisors, LLC | 1,711 | $29.6 萬 | 0.11% | −19−1.1% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,800 | $28.8 萬 | 0.02% | −200−10.0% | 減碼 |
| Franklin Resources Inc | 1,766 | $28.3 萬 | 0.00% | −10−0.6% | 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 |
| Citadel Advisors LLC | 1,727 | $27.6 萬 | 0.00% | −30,424−94.6% | 減碼 |
| Greenleaf Trust | 1,714 | $27.4 萬 | 0.00% | +44+2.6% | 加碼 |
| Meeder Asset Management Inc | 1,704 | $27.3 萬 | 0.03% | +1,581+1,285.4% | 加碼 |
| GWM Advisors LLC | 1,698 | $27.2 萬 | 0.00% | +1,698 | 新進 |
| Boothbay Fund Management, LLC | 1,694 | $27.1 萬 | 0.01% | +1,694 | 新進 |
| JT Stratford LLC | 1,684 | $27.0 萬 | 0.07% | 00.0% | 不變 |
| HighTower Advisors, LLC | 1,683 | $26.8 萬 | 0.00% | +58+3.6% | 加碼 |
| Apollon Wealth Management, LLC | 1,669 | $26.7 萬 | 0.02% | +393+30.8% | 加碼 |
| One Wealth Advisors, LLC | 1,654 | $26.5 萬 | 0.07% | +105+6.8% | 加碼 |
| Legacy Wealth Planning, LLC | 1,631 | $26.1 萬 | 0.30% | +200+14.0% | 加碼 |
| Thrivent Financial for Lutherans | 1,600 | $25.6 萬 | 0.00% | −23,543−93.6% | 減碼 |
| Fayez Sarofim & Co | 1,600 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 1,572 | $25.2 萬 | 0.09% | 00.0% | 不變 |
| Davenport & Co LLC | 1,551 | $24.8 萬 | 0.00% | −129−7.7% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $24.5 萬 | 0.08% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,536 | $24.5 萬 | 0.00% | +1,084+239.8% | 加碼 |
| Private Capital Group, LLC | 1,520 | $24.3 萬 | 0.05% | −7−0.5% | 減碼 |
| Wealth Alliance | 1,520 | $24.3 萬 | 0.05% | +45+3.1% | 加碼 |
| American International Group, Inc. | 1,511 | $24.2 萬 | 0.00% | −52−3.3% | 減碼 |
| Western Wealth Management, LLC | 1,504 | $24.1 萬 | 0.02% | +1,504 | 新進 |
| Sanchez Wealth Management Group | 1,498 | $24.0 萬 | 0.10% | +3+0.2% | 加碼 |
| Jefferies Group LLC | 1,485 | $23.8 萬 | 0.00% | −2,825−65.5% | 減碼 |
| Great Diamond Partners, LLC | 1,475 | $23.6 萬 | 0.06% | +32+2.2% | 加碼 |
| Pzena Investment Management LLC | 1,465 | $23.5 萬 | 0.00% | +1,465 | 新進 |
| Quantitative Investment Management, LLC | 1,464 | $23.4 萬 | 0.03% | −1,448−49.7% | 減碼 |
| Astrantus Ltd | 1,398 | $22.4 萬 | 0.17% | +1,398 | 新進 |
| IBM Retirement Fund | 1,329 | $21.3 萬 | 0.03% | −921−40.9% | 減碼 |
| Corient Capital Partners, LLC | 1,330 | $21.3 萬 | 0.01% | +1,330 | 新進 |
| Proequities, Inc. | 1,325 | $21.2 萬 | 0.01% | −54−3.9% | 減碼 |
| Symmetry Partners, LLC | 1,324 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 1,300 | $20.8 萬 | 0.02% | +1,300 | 新進 |
| Prelude Capital Management, LLC | 1,287 | $20.6 萬 | 0.01% | +1,287 | 新進 |
| Fermata Advisors, LLC | 1,251 | $20.0 萬 | 0.07% | +1,251 | 新進 |
| Leonteq Securities AG | 1,119 | $17.9 萬 | 0.01% | +85+8.2% | 加碼 |
| Lindbrook Capital, LLC | 985 | $15.8 萬 | 0.02% | +896+1,006.7% | 加碼 |
| Schroder Investment Management Group | 976 | $15.6 萬 | 0.00% | −64,951−98.5% | 減碼 |
| Walleye Trading LLC | 931 | $14.9 萬 | 0.00% | +894+2,416.2% | 加碼 |
| TSFG, LLC | 855 | $13.7 萬 | 0.05% | +198+30.1% | 加碼 |
| Group One Trading, L.P. | 800 | $12.8 萬 | 0.00% | +800 | 新進 |
| Belpointe Asset Management LLC | 766 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 674 | $10.8 萬 | 0.02% | 00.0% | 不變 |
| Smithfield Trust Co | 670 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| Quent Capital, LLC | 653 | $10.5 萬 | 0.02% | +653 | 新進 |
| Bessemer Group Inc | 573 | $9.20 萬 | 0.00% | +385+204.8% | 加碼 |
| IFP Advisors, Inc | 553 | $8.90 萬 | 0.00% | +7+1.3% | 加碼 |
| Signaturefd, LLC | 469 | $7.50 萬 | 0.00% | −50−9.6% | 減碼 |
| Capital Analysts, LLC | 455 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 458 | $7.30 萬 | 0.01% | +90+24.5% | 加碼 |
| Koshinski Asset Management, Inc. | 430 | $6.88 萬 | 0.01% | +11+2.6% | 加碼 |
| Sandy Spring Bank | 400 | $6.40 萬 | 0.00% | −81−16.8% | 減碼 |
| Gables Capital Management Inc. | 400 | $6.40 萬 | 0.04% | 00.0% | 不變 |
| Central Trust Co | 391 | $6.30 萬 | 0.00% | +260+198.5% | 加碼 |
| Tyler-Stone Wealth Management | 391 | $6.30 萬 | 0.03% | +391 | 新進 |
| Spire Wealth Management | 379 | $6.10 萬 | 0.00% | +220+138.4% | 加碼 |
| CWM, LLC | 377 | $6.00 萬 | 0.00% | +377 | 新進 |
| Parallel Advisors, LLC | 335 | $5.40 萬 | 0.00% | +39+13.2% | 加碼 |
| Rockefeller Capital Management L.P. | 321 | $5.10 萬 | 0.00% | −72−18.3% | 減碼 |
| Covestor Ltd | 296 | $4.70 萬 | 0.07% | +296 | 新進 |
| Steward Partners Investment Advisory, LLC | 285 | $4.60 萬 | 0.00% | +200+235.3% | 加碼 |
| Tfo-TDC, LLC | 281 | $4.40 萬 | 0.01% | +281 | 新進 |
| First Horizon Advisors, Inc. | 215 | $3.30 萬 | 0.00% | −5−2.3% | 減碼 |
| Manchester Capital Management LLC | 185 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 181 | $2.90 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 170 | $2.70 萬 | 0.01% | +9+5.6% | 加碼 |
| Fred Alger Management, LLC | 161 | $2.60 萬 | 0.00% | −300−65.1% | 減碼 |
| Wolff Wiese Magana LLC | 158 | $2.50 萬 | 0.02% | −3,368−95.5% | 減碼 |
| Huntington National Bank | 156 | $2.50 萬 | 0.00% | +1+0.6% | 加碼 |
| Covington Capital Management | 133 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 109 | $1.70 萬 | 0.00% | −62−36.3% | 減碼 |
| Ellevest, Inc. | 98 | $1.60 萬 | 0.00% | +80+444.4% | 加碼 |
| IAG Wealth Partners, LLC | 83 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 74 | $1.20 萬 | 0.00% | 00.0% | 不變 |