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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。

2022 年第 1 季與 2021 年第 4 季比較

持有 LPL Financial Holdings Inc. 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

LPLA 的 13F 持有人：2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數4352481+48
股數7,680 萬2,4817,821 萬+140.5 萬 (+1.8%)
市值$123.0 億$39.7 萬$143.0 億+$20.0 億 (+16.3%)

2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（91 家）

2022 年第 1 季季末持有 LPL Financial Holdings Inc.、2021 年第 4 季季末沒有持有的機構。

2022 年第 1 季新進 LPLA 的機構
機構股數市值佔組合 %
Egerton Capital (UK) LLP799,461$1.46 億0.77%
Capital Research Global Investors641,467$1.17 億0.03%
FIL Ltd330,619$6,040 萬0.06%
Commerce Bank239,748$4,380 萬0.30%
Alua Capital Management LP205,225$3,749 萬2.56%
Toscafund Asset Management LLP116,526$2,175 萬14.82%
Nomura Holdings Inc82,076$1,505 萬0.12%
Driehaus Capital Management LLC71,846$1,313 萬0.16%
BW Gestao de Investimentos Ltda.63,421$1,159 萬2.45%
Westwood Holdings Group Inc.58,013$1,060 萬0.10%
Full18 Capital LLC44,023$786.7 萬1.81%
HRT Financial LP40,326$736.6 萬0.05%
Vident Investment Advisory, LLC34,152$623.8 萬0.16%
Distillate Capital Partners LLC33,956$620.3 萬0.88%
Schonfeld Strategic Advisors LLC32,237$588.9 萬0.07%
Callodine Capital Management, LP25,000$456.7 萬1.49%
Bank of Nova Scotia24,793$452.9 萬0.01%
Healthcare of Ontario Pension Plan Trust Fund23,000$420.2 萬0.02%
Amalgamated Financial Corp.18,455$337.1 萬0.03%
Buckingham Strategic Partners17,809$325.3 萬0.32%
Verdence Capital Advisors LLC17,352$317.0 萬0.36%
Capital Fund Management S.A.17,266$315.4 萬0.08%
Twin Tree Management, LP12,728$232.5 萬0.05%
Eagle Rock Investment Company, LLC11,076$202.3 萬0.43%
Symphony Financial, Ltd. Co.10,627$200.4 萬0.47%
Sciencast Management LP9,659$178.1 萬0.41%
Point72 Hong Kong Ltd8,479$154.9 萬0.14%
PDT Partners, LLC8,329$152.2 萬0.13%
Canada Pension Plan Investment Board7,800$142.5 萬0.00%
Clark Capital Management Group, Inc.7,773$142.0 萬0.02%
Old Mission Capital LLC6,398$116.9 萬0.03%
Samson Rock Capital LLP6,277$114.7 萬1.07%
Wolverine Trading, LLC5,977$111.0 萬0.03%
Sumitomo Mitsui Trust Holdings, Inc.5,320$97.2 萬0.00%
Cerity Partners LLC5,228$95.5 萬0.01%
MetLife Investment Management5,151$94.1 萬0.01%
AdvisorShares Investments LLC5,043$92.1 萬0.15%
Mirabella Financial Services LLP4,735$86.5 萬0.10%
Brookfield Asset Management Inc.4,717$86.2 萬0.00%
CTC Capital Management, LLC4,000$73.1 萬1.97%
Argent Trust Co3,802$69.4 萬0.04%
Gyon Technologies Capital Management, LP3,675$67.1 萬0.47%
Archer Investment Corp3,410$62.3 萬0.22%
Colony Group LLC3,407$62.2 萬0.01%
Stonnington Group, LLC3,000$60.1 萬0.14%
Mercer Global Advisors Inc2,652$48.4 萬0.00%
Heritage Wealth Management, LLC2,620$47.9 萬0.13%
Sawtooth Solutions, LLC2,556$46.7 萬0.06%
Harvest Investment Services, LLC2,231$40.7 萬0.24%
Edgestream Partners, L.P.2,145$39.2 萬0.03%
Jump Financial, LLC1,857$33.9 萬0.01%
Mackenzie Financial Corp1,482$27.1 萬0.00%
ICA Group Wealth Management, LLC1,322$26.3 萬0.05%
Level Four Advisory Services, LLC1,372$25.1 萬0.02%
Brookstone Capital Management1,216$24.4 萬0.00%
USA Financial Portformulas Corp1,278$23.3 萬0.25%
Atria Wealth Solutions, Inc.1,277$23.3 萬0.00%
National Asset Management, Inc.1,233$22.7 萬0.01%
Ieq Capital, LLC1,236$22.6 萬0.01%
Intrust Bank NA1,222$22.3 萬0.03%
Prospera Financial Services Inc1,216$22.2 萬0.01%
XML Financial, LLC1,175$21.5 萬0.03%
Panagora Asset Management Inc1,166$21.3 萬0.00%
Dorsey & Whitney Trust CO LLC1,140$20.8 萬0.02%
Presidio Capital Management, LLC1,107$20.2 萬0.18%
Global Retirement Partners, LLC759$14.0 萬0.01%
SRS Capital Advisors, Inc.668$12.2 萬0.02%
Counterpoint Mutual Funds LLC495$9.00 萬0.07%
Tobam386$7.10 萬0.00%
Acadian Asset Management LLC327$5.80 萬0.00%
Federation des caisses Desjardins du Quebec314$5.74 萬0.00%
Steward Financial Group LLC175$3.10 萬0.03%
Allworth Financial LP153$2.80 萬0.00%
Riverview Trust Co113$2.10 萬0.02%
Advocacy Wealth Management Services, LLC103$1.90 萬0.00%
Assetmark, Inc83$1.50 萬0.00%
Johnson Financial Group, Inc.71$1.30 萬0.00%
Whittier Trust Co of Nevada Inc66$1.20 萬0.00%
Clean Yield Group63$1.20 萬0.00%
TCWP LLC63$1.10 萬0.00%
Money Concepts Capital Corp52$9,0000.00%
Moisand Fitzgerald Tamayo, LLC38$7,0000.00%
Laffer Tengler Investments31$5,6630.00%
Cordant, Inc.29$5,0000.00%
TCI Wealth Advisors, Inc.21$4,0000.00%
Disciplined Investments, LLC16$3,0000.00%
Providence Capital Advisors, LLC13$2,0000.00%
Whittier Trust Co8$1,0000.00%
Parkside Financial Bank & Trust3$1,0000.00%
SJS Investment Consulting Inc.3$1,0000.00%
Capital Advisors, Ltd. LLC2$00.00%

清倉機構（43 家）

2021 年第 4 季季末持有 LPL Financial Holdings Inc.、2022 年第 1 季有申報但已經沒有持有的機構。

2022 年第 1 季清倉 LPLA 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Chiron Investment Management, LLC136,433$2,184 萬
Marshall Wace, LLP110,674$1,772 萬
Alyeska Investment Group, L.P.67,390$1,079 萬
Cinctive Capital Management LP46,630$746.5 萬
Capitolis Advisors LLC39,262$628.5 萬
Los Angeles Capital Management LLC14,484$231.9 萬
Laurion Capital Management LP13,594$217.6 萬
Kalos Management, Inc.12,791$213.6 萬
Gillson Capital LP12,544$200.8 萬
Dynamic Technology Lab Private Ltd10,510$168.2 萬
Alberta Investment Management Corp10,000$160.1 萬
Advisors Asset Management, Inc.7,990$127.9 萬
Echo Street Capital Management LLC6,032$96.6 萬
Paloma Partners Management Co5,767$92.3 萬
Metropolitan Life Insurance Co5,296$84.8 萬
Squarepoint Ops LLC5,159$82.6 萬
Engineers Gate Manager LP4,165$66.7 萬
Oak Thistle LLC3,980$63.7 萬
Susquehanna Fundamental Investments, LLC3,960$63.4 萬
Pearl River Capital, LLC3,558$57.0 萬
Brasada Capital Management, LP3,000$48.0 萬
Virtu Financial LLC2,695$43.1 萬
Brown Advisory Inc2,436$39.0 萬
Y-Intercept (Hong Kong) Ltd2,343$37.5 萬
ACT Advisors, LLC.2,000$32.0 萬
Modera Wealth Management, LLC1,944$31.1 萬
XTX Topco Ltd1,730$27.7 萬
GWM Advisors LLC1,698$27.2 萬
Boothbay Fund Management, LLC1,694$27.1 萬
Apollon Wealth Management, LLC1,669$26.7 萬
Thrivent Financial for Lutherans1,600$25.6 萬
Quantitative Investment Management, LLC1,464$23.4 萬
Schroder Investment Management Group976$15.6 萬
Walleye Trading LLC931$14.9 萬
Tfo-TDC, LLC281$4.40 萬
Fred Alger Management, LLC161$2.60 萬
Washington Trust Advisors, Inc.67$1.10 萬
Total Clarity Wealth Management, Inc.50$8,000
Standard Family Office LLC37$6,000
Widmann Financial Services, Inc.31$4,000
Delos Wealth Advisors, LLC12$2,000
Westside Investment Management, Inc.12$1,000
Lenox Wealth Advisors, LLC7$1,000

尚未申報 2022 年第 1 季的機構（2 家）

2021 年第 4 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2021 年第 4 季持有 LPLA、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
NEXT Financial Group, Inc2,450$39.2 萬
Bell Investment Advisors, Inc31$5,000