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 13F 持有人
LPL Financial Holdings Inc. 在 2022/3/31 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
- 481
- 較 2021 年第 4 季 +48 家
- 持有股數
- 7,821 萬
- 較 2021 年第 4 季 +140.5 萬 (+1.8%)
- 總市值
- $143.0 億
- 較 2021 年第 4 季 +$20.0 億 (+16.3%)
- 新進機構
- 91
- 另有 177 家加碼
- 清倉機構
- 43
- 另有 157 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 4,394 | $80.2 萬 | 0.03% | +2,419+122.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,449 | $81.3 萬 | 0.21% | +2,301+107.1% | 加碼 |
| Ci Investments Inc. | 4,564 | $83.4 萬 | 0.00% | −1,898−29.4% | 減碼 |
| Enterprise Financial Services Corp | 4,595 | $83.9 萬 | 0.14% | −1,129−19.7% | 減碼 |
| Logan Capital Management Inc | 4,600 | $84.0 萬 | 0.04% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 4,602 | $84.1 萬 | 0.00% | −786−14.6% | 減碼 |
| Baird Financial Group, Inc. | 4,642 | $84.8 萬 | 0.00% | +20+0.4% | 加碼 |
| Brookfield Asset Management Inc. | 4,717 | $86.2 萬 | 0.00% | +4,717 | 新進 |
| Mirabella Financial Services LLP | 4,735 | $86.5 萬 | 0.10% | +4,735 | 新進 |
| American Trust | 4,739 | $86.6 萬 | 0.06% | +314+7.1% | 加碼 |
| Kestra Advisory Services, LLC | 4,773 | $87.2 萬 | 0.01% | −120−2.5% | 減碼 |
| Financial Advocates Investment Management | 4,800 | $87.7 萬 | 0.06% | +44+0.9% | 加碼 |
| Advisor OS, LLC | 4,858 | $88.8 萬 | 0.26% | +488+11.2% | 加碼 |
| AdvisorShares Investments LLC | 5,043 | $92.1 萬 | 0.15% | +5,043 | 新進 |
| LVW Advisors, LLC | 5,047 | $92.2 萬 | 0.16% | −510−9.2% | 減碼 |
| Axxcess Wealth Management, LLC | 5,091 | $93.0 萬 | 0.07% | +2,254+79.5% | 加碼 |
| Tudor Investment Corp Et Al | 5,135 | $93.8 萬 | 0.02% | +666+14.9% | 加碼 |
| Pictet Asset Management SA | 5,141 | $93.9 萬 | 0.00% | +32+0.6% | 加碼 |
| MetLife Investment Management | 5,151 | $94.1 萬 | 0.01% | +5,151 | 新進 |
| Raymond James Trust N.A. | 5,200 | $95.0 萬 | 0.03% | −134−2.5% | 減碼 |
| Maven Securities LTD | 5,205 | $95.1 萬 | 0.20% | −1,900−26.7% | 減碼 |
| Cerity Partners LLC | 5,228 | $95.5 萬 | 0.01% | +5,228 | 新進 |
| Fulton Bank, N.A. | 5,261 | $96.1 萬 | 0.04% | −6,087−53.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 5,289 | $96.6 萬 | 0.05% | −224−4.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,320 | $97.2 萬 | 0.00% | +5,320 | 新進 |
| MML Investors Services, LLC | 5,520 | $100.8 萬 | 0.01% | +1,248+29.2% | 加碼 |
| AlphaCrest Capital Management LLC | 5,590 | $102.1 萬 | 0.06% | −10,422−65.1% | 減碼 |
| Tributary Capital Management, LLC | 5,700 | $104.1 萬 | 0.08% | −6,900−54.8% | 減碼 |
| Aureus Asset Management, LLC | 5,905 | $107.9 萬 | 0.07% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 5,913 | $108.0 萬 | 0.11% | +854+16.9% | 加碼 |
| Maryland State Retirement & Pension System | 6,006 | $109.7 萬 | 0.03% | 00.0% | 不變 |
| Wolverine Trading, LLC | 5,977 | $111.0 萬 | 0.03% | +5,977 | 新進 |
| Virginia Retirement Systems Et Al | 6,100 | $111.4 萬 | 0.01% | −1,300−17.6% | 減碼 |
| Phoenix Holdings Ltd. | 6,055 | $112.6 萬 | 0.02% | −670−10.0% | 減碼 |
| JustInvest LLC | 6,208 | $113.4 萬 | 0.05% | +2,174+53.9% | 加碼 |
| Samson Rock Capital LLP | 6,277 | $114.7 萬 | 1.07% | +6,277 | 新進 |
| Old Mission Capital LLC | 6,398 | $116.9 萬 | 0.03% | +6,398 | 新進 |
| Prudential Financial Inc | 6,576 | $120.1 萬 | 0.00% | +126+2.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 6,619 | $120.9 萬 | 0.02% | −10−0.2% | 減碼 |
| Van Leeuwen & Company, LLC | 6,622 | $121.0 萬 | 0.89% | −701−9.6% | 減碼 |
| Bank of Montreal | 6,549 | $121.6 萬 | 0.00% | +4,181+176.6% | 加碼 |
| ProShare Advisors LLC | 6,826 | $124.7 萬 | 0.00% | −72−1.0% | 減碼 |
| Brown Brothers Harriman & Co | 6,931 | $126.6 萬 | 0.01% | +1,931+38.6% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 7,000 | $127.9 萬 | 0.33% | 00.0% | 不變 |
| Great West Life Assurance Co | 6,663 | $128.9 萬 | 0.00% | +704+11.8% | 加碼 |
| STRS Ohio | 7,457 | $136.2 萬 | 0.00% | −603−7.5% | 減碼 |
| Nicholas Investment Partners, LP | 7,474 | $136.5 萬 | 0.10% | +4,736+173.0% | 加碼 |
| Congress Wealth Management LLC | 7,487 | $136.7 萬 | 0.03% | +493+7.0% | 加碼 |
| Neuberger Berman Group LLC | 7,512 | $137.2 萬 | 0.00% | +525+7.5% | 加碼 |
| Clark Capital Management Group, Inc. | 7,773 | $142.0 萬 | 0.02% | +7,773 | 新進 |
| Canada Pension Plan Investment Board | 7,800 | $142.5 萬 | 0.00% | +7,800 | 新進 |
| Sumitomo Life Insurance Co | 7,835 | $143.1 萬 | 0.04% | −205−2.5% | 減碼 |
| Freedman Financial Associates, Inc. | 7,962 | $146.8 萬 | 1.01% | 00.0% | 不變 |
| TrimTabs Asset Management, LLC | 8,137 | $148.6 萬 | 0.50% | +208+2.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,290 | $151.4 萬 | 0.00% | +1,156+16.2% | 加碼 |
| PDT Partners, LLC | 8,329 | $152.2 萬 | 0.13% | +8,329 | 新進 |
| Point72 Hong Kong Ltd | 8,479 | $154.9 萬 | 0.14% | +8,479 | 新進 |
| Shell Asset Management Co | 8,551 | $156.2 萬 | 0.04% | −1,271−12.9% | 減碼 |
| Pitcairn Co | 8,579 | $156.7 萬 | 0.14% | +410+5.0% | 加碼 |
| King Luther Capital Management Corp | 8,630 | $157.7 萬 | 0.01% | +200+2.4% | 加碼 |
| Deutsche Bank AG | 8,791 | $160.6 萬 | 0.00% | −206−2.3% | 減碼 |
| Flynn Zito Capital Management, LLC | 8,912 | $162.8 萬 | 1.38% | 00.0% | 不變 |
| Xponance, Inc. | 9,028 | $164.9 萬 | 0.03% | +102+1.1% | 加碼 |
| SG Americas Securities, LLC | 9,604 | $175.4 萬 | 0.02% | +7,009+270.1% | 加碼 |
| Sciencast Management LP | 9,659 | $178.1 萬 | 0.41% | +9,659 | 新進 |
| Public Employees Retirement Association of Colorado | 9,798 | $179.0 萬 | 0.01% | −1,877−16.1% | 減碼 |
| NewEdge Wealth, LLC | 10,000 | $182.7 萬 | 0.08% | +1,295+14.9% | 加碼 |
| Caldwell Trust Co | 10,534 | $192.4 萬 | 0.23% | −180−1.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,801 | $197.3 萬 | 0.01% | −34−0.3% | 減碼 |
| Verition Fund Management LLC | 10,818 | $197.6 萬 | 0.04% | −1,781−14.1% | 減碼 |
| Bokf, NA | 10,967 | $200.4 萬 | 0.03% | +641+6.2% | 加碼 |
| Symphony Financial, Ltd. Co. | 10,627 | $200.4 萬 | 0.47% | +10,627 | 新進 |
| Retirement Capital Strategies | 10,041 | $201.9 萬 | 0.81% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 11,076 | $202.3 萬 | 0.43% | +11,076 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 11,261 | $205.7 萬 | 0.18% | +735+7.0% | 加碼 |
| HSBC Holdings PLC | 11,359 | $211.9 萬 | 0.00% | −4,023−26.2% | 減碼 |
| Handelsbanken Fonder AB | 11,681 | $213.4 萬 | 0.01% | −2,400−17.0% | 減碼 |
| Eqis Capital Management, Inc. | 11,727 | $214.2 萬 | 0.19% | +509+4.5% | 加碼 |
| Atria Investments LLC | 11,971 | $218.7 萬 | 0.04% | +1,348+12.7% | 加碼 |
| National Bank of Canada | 12,100 | $220.8 萬 | 0.01% | −1,679−12.2% | 減碼 |
| Bamco Inc | 12,100 | $221.0 萬 | 0.01% | +1,600+15.2% | 加碼 |
| Yorktown Management & Research Co Inc | 12,200 | $222.9 萬 | 1.89% | −5,500−31.1% | 減碼 |
| FDx Advisors, Inc. | 12,281 | $224.3 萬 | 0.08% | +1,430+13.2% | 加碼 |
| Twin Tree Management, LP | 12,728 | $232.5 萬 | 0.05% | +12,728 | 新進 |
| CIBC World Markets Inc. | 12,733 | $232.6 萬 | 0.01% | +23+0.2% | 加碼 |
| Illinois Municipal Retirement Fund | 12,796 | $233.8 萬 | 0.07% | 00.0% | 不變 |
| Impax Asset Management Group plc | 13,245 | $242.0 萬 | 0.01% | −68−0.5% | 減碼 |
| Oliver Luxxe Assets LLC | 13,260 | $242.2 萬 | 0.61% | −2,503−15.9% | 減碼 |
| Bridgewater Associates, LP | 13,442 | $245.6 萬 | 0.01% | −1,846−12.1% | 減碼 |
| Kames Capital plc | 13,454 | $245.8 萬 | 0.04% | −4,697−25.9% | 減碼 |
| Congress Asset Management Co | 13,569 | $247.9 萬 | 0.02% | +534+4.1% | 加碼 |
| Utah Retirement Systems | 14,209 | $259.5 萬 | 0.03% | −200−1.4% | 減碼 |
| Dana Investment Advisors, Inc. | 14,691 | $268.4 萬 | 0.12% | −757−4.9% | 減碼 |
| Tocqueville Asset Management L.P. | 15,071 | $275.3 萬 | 0.04% | −20.0% | 減碼 |
| First Republic Investment Management, Inc. | 15,485 | $282.9 萬 | 0.01% | +6,629+74.9% | 加碼 |
| Daiwa Securities Group Inc. | 15,544 | $284.0 萬 | 0.02% | −1,801−10.4% | 減碼 |
| Aquila Investment Management LLC | 16,000 | $292.3 萬 | 1.66% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 16,273 | $297.3 萬 | 0.02% | +693+4.4% | 加碼 |
| Cornerstone Wealth Management, LLC | 16,688 | $304.9 萬 | 0.30% | +185+1.1% | 加碼 |
| Principal Financial Group Inc | 16,805 | $307.0 萬 | 0.00% | −2,482−12.9% | 減碼 |