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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 17,190 | $314.0 萬 | 0.01% | 00.0% | 不變 |
| Capital Fund Management S.A. | 17,266 | $315.4 萬 | 0.08% | +17,266 | 新進 |
| Verdence Capital Advisors LLC | 17,352 | $317.0 萬 | 0.36% | +17,352 | 新進 |
| Buckingham Strategic Partners | 17,809 | $325.3 萬 | 0.32% | +17,809 | 新進 |
| Algert Global LLC | 18,364 | $335.5 萬 | 0.22% | +6,640+56.6% | 加碼 |
| TD Private Client Wealth LLC | 18,449 | $337.0 萬 | 0.14% | +2,086+12.7% | 加碼 |
| Amalgamated Bank | 18,455 | $337.1 萬 | 0.03% | +1,456+8.6% | 加碼 |
| Amalgamated Financial Corp. | 18,455 | $337.1 萬 | 0.03% | +18,455 | 新進 |
| Jefferies Group LLC | 20,000 | $365.4 萬 | 0.08% | +18,515+1,246.8% | 加碼 |
| Putnam Investments LLC | 20,268 | $370.3 萬 | 0.01% | −33,695−62.4% | 減碼 |
| Bowling Portfolio Management LLC | 20,716 | $378.4 萬 | 0.81% | −138−0.7% | 減碼 |
| Commonwealth Equity Services, LLC | 21,340 | $389.8 萬 | 0.01% | +218+1.0% | 加碼 |
| Winthrop Advisory Group LLC | 21,513 | $393.0 萬 | 0.82% | 00.0% | 不變 |
| Arizona State Retirement System | 21,665 | $395.8 萬 | 0.03% | +67+0.3% | 加碼 |
| Captrust Financial Advisors | 21,810 | $398.4 萬 | 0.03% | −66,981−75.4% | 減碼 |
| Bullseye Asset Management LLC | 22,715 | $414.9 萬 | 1.91% | −5,000−18.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 23,000 | $420.2 萬 | 0.02% | +23,000 | 新進 |
| Private Advisor Group, LLC | 23,716 | $433.3 萬 | 0.03% | +2,985+14.4% | 加碼 |
| Heron Bay Capital Management | 24,327 | $444.4 萬 | 2.18% | +9,773+67.1% | 加碼 |
| Assenagon Asset Management S.A. | 24,336 | $444.6 萬 | 0.01% | −52,033−68.1% | 減碼 |
| Natixis Advisors, L.P. | 24,596 | $449.3 萬 | 0.02% | −37,528−60.4% | 減碼 |
| Bank of Nova Scotia | 24,793 | $452.9 萬 | 0.01% | +24,793 | 新進 |
| Callodine Capital Management, LP | 25,000 | $456.7 萬 | 1.49% | +25,000 | 新進 |
| Catalyst Capital Advisors LLC | 25,100 | $458.5 萬 | 0.20% | −1,850−6.9% | 減碼 |
| KWB Wealth | 28,733 | $460.0 萬 | 0.77% | 00.0% | 不變 |
| Otter Creek Advisors, LLC | 25,658 | $468.8 萬 | 4.18% | −1,078−4.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 26,751 | $488.7 萬 | 0.08% | +2,384+9.8% | 加碼 |
| Picton Mahoney Asset Management | 27,520 | $502.9 萬 | 0.19% | +18,825+216.5% | 加碼 |
| Westpac Banking Corp | 29,766 | $543.8 萬 | 0.06% | +4,232+16.6% | 加碼 |
| Treasurer of the State of North Carolina | 30,317 | $553.8 萬 | 0.03% | +1,455+5.0% | 加碼 |
| Citigroup Inc | 31,078 | $567.7 萬 | 0.01% | −9,905−24.2% | 減碼 |
| Qube Research & Technologies Ltd | 31,486 | $575.2 萬 | 0.05% | −38,674−55.1% | 減碼 |
| Advisor Group Holdings, Inc. | 29,231 | $585.5 萬 | 0.01% | −722−2.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 32,237 | $588.9 萬 | 0.07% | +32,237 | 新進 |
| Two Sigma Advisers, LP | 32,600 | $595.5 萬 | 0.02% | −13,100−28.7% | 減碼 |
| NN Investment Partners Holdings N.V. | 33,214 | $606.7 萬 | 0.03% | −476−1.4% | 減碼 |
| James Investment Research Inc | 33,663 | $615.0 萬 | 0.65% | −7,856−18.9% | 減碼 |
| Distillate Capital Partners LLC | 33,956 | $620.3 萬 | 0.88% | +33,956 | 新進 |
| Vident Investment Advisory, LLC | 34,152 | $623.8 萬 | 0.16% | +34,152 | 新進 |
| Walleye Capital LLC | 35,543 | $649.3 萬 | 0.19% | +28,778+425.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 35,788 | $653.8 萬 | 0.14% | −15,298−29.9% | 減碼 |
| Pathstone Family Office, LLC | 36,351 | $664.2 萬 | 0.16% | −855−2.3% | 減碼 |
| Nomura Asset Management Co Ltd | 38,141 | $696.8 萬 | 0.04% | +6,291+19.8% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 38,881 | $716.7 萬 | 0.98% | +2,345+6.4% | 加碼 |
| Rafferty Asset Management, LLC | 40,062 | $731.9 萬 | 0.04% | −1,942−4.6% | 減碼 |
| HRT Financial LP | 40,326 | $736.6 萬 | 0.05% | +40,326 | 新進 |
| Vestmark Advisory Solutions, Inc. | 40,383 | $737.7 萬 | 0.42% | +7,814+24.0% | 加碼 |
| PFS Investments Inc. | 40,430 | $738.6 萬 | 0.14% | +5,316+15.1% | 加碼 |
| Truist Financial Corp | 41,446 | $757.2 萬 | 0.01% | +4,162+11.2% | 加碼 |
| Community Trust & Investment Co | 41,497 | $758.1 萬 | 0.67% | +271+0.7% | 加碼 |
| Public Employees Retirement System of Ohio | 42,198 | $770.9 萬 | 0.03% | −2,898−6.4% | 減碼 |
| Full18 Capital LLC | 44,023 | $786.7 萬 | 1.81% | +44,023 | 新進 |
| Kennedy Capital Management, Inc. | 43,939 | $802.7 萬 | 0.19% | +902+2.1% | 加碼 |
| Gradient Investments LLC | 44,150 | $806.5 萬 | 0.21% | −3,441−7.2% | 減碼 |
| Advantage Alpha Capital Partners LP | 44,381 | $810.8 萬 | 1.21% | +1,532+3.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 44,392 | $811.0 萬 | 0.02% | +9,088+25.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 45,652 | $834.0 萬 | 0.03% | +1,514+3.4% | 加碼 |
| Icon Advisers Inc | 48,932 | $893.9 萬 | 1.52% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 49,462 | $903.6 萬 | 0.04% | −608−1.2% | 減碼 |
| Castleark Management LLC | 50,565 | $923.7 萬 | 0.40% | −11,190−18.1% | 減碼 |
| Russell Investments Group, Ltd. | 52,367 | $956.5 萬 | 0.02% | −3,854−6.9% | 減碼 |
| LPL Financial LLC | 55,690 | $1,017 萬 | 0.01% | −13,707−19.8% | 減碼 |
| Brant Point Investment Management LLC | 56,763 | $1,037 萬 | 2.14% | +1,412+2.6% | 加碼 |
| Calamos Advisors LLC | 57,861 | $1,057 萬 | 0.04% | −18,339−24.1% | 減碼 |
| US Bancorp | 58,005 | $1,060 萬 | 0.02% | +1,840+3.3% | 加碼 |
| Westwood Holdings Group Inc. | 58,013 | $1,060 萬 | 0.10% | +58,013 | 新進 |
| Sirios Capital Management L P | 59,542 | $1,088 萬 | 1.45% | +44,827+304.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 60,312 | $1,102 萬 | 0.09% | +25,800+74.8% | 加碼 |
| Ameriprise Financial Inc | 60,407 | $1,104 萬 | 0.00% | −13,517−18.3% | 減碼 |
| Venturi Wealth Management, LLC | 61,324 | $1,120 萬 | 0.86% | −6,482−9.6% | 減碼 |
| BW Gestao de Investimentos Ltda. | 63,421 | $1,159 萬 | 2.45% | +63,421 | 新進 |
| Phase 2 Partners, LLC | 66,517 | $1,215 萬 | 7.93% | +29,747+80.9% | 加碼 |
| Point72 Europe (London) LLP | 66,576 | $1,216 萬 | 4.47% | +3,276+5.2% | 加碼 |
| Susquehanna International Group, LLP | 66,670 | $1,218 萬 | 0.02% | +21,345+47.1% | 加碼 |
| Point72 Asset Management, L.P. | 67,100 | $1,226 萬 | 0.05% | −144,200−68.2% | 減碼 |
| UBS Group AG | 68,642 | $1,254 萬 | 0.01% | +19,248+39.0% | 加碼 |
| Comerica Bank | 58,140 | $1,267 萬 | 0.09% | −18,954−24.6% | 減碼 |
| Driehaus Capital Management LLC | 71,846 | $1,313 萬 | 0.16% | +71,846 | 新進 |
| Rhumbline Advisers | 72,102 | $1,317 萬 | 0.02% | −3,435−4.5% | 減碼 |
| State of Wisconsin Investment Board | 72,108 | $1,317 萬 | 0.03% | +62,425+644.7% | 加碼 |
| Millennium Management LLC | 76,001 | $1,388 萬 | 0.02% | −454,331−85.7% | 減碼 |
| Jane Street Group, LLC | 79,349 | $1,450 萬 | 0.03% | +71,989+978.1% | 加碼 |
| Nomura Holdings Inc | 82,076 | $1,505 萬 | 0.12% | +82,076 | 新進 |
| AQR Capital Management LLC | 83,042 | $1,517 萬 | 0.03% | +39,366+90.1% | 加碼 |
| Legal & General Group Plc | 85,840 | $1,568 萬 | 0.00% | +2,321+2.8% | 加碼 |
| BlueMar Capital Management, LLC | 86,906 | $1,588 萬 | 6.72% | −15,104−14.8% | 減碼 |
| Governors Lane LP | 87,300 | $1,595 萬 | 1.23% | −120,600−58.0% | 減碼 |
| Nordea Investment Management AB | 89,167 | $1,677 萬 | 0.02% | +818+0.9% | 加碼 |
| Man Group plc | 92,160 | $1,684 萬 | 0.06% | −62,565−40.4% | 減碼 |
| Credit Suisse AG | 92,221 | $1,685 萬 | 0.01% | +9,027+10.9% | 加碼 |
| Allianz Asset Management GmbH | 94,873 | $1,733 萬 | 0.01% | −35,746−27.4% | 減碼 |
| Citadel Advisors LLC | 94,962 | $1,735 萬 | 0.02% | +93,235+5,398.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 98,417 | $1,798 萬 | 0.03% | −710−0.7% | 減碼 |
| New York State Common Retirement Fund | 101,055 | $1,846 萬 | 0.02% | +60.0% | 加碼 |
| California State Teachers Retirement System | 102,918 | $1,880 萬 | 0.02% | −9,024−8.1% | 減碼 |
| Pinebridge Investments, L.P. | 104,898 | $1,916 萬 | 0.21% | +8,424+8.7% | 加碼 |
| Barclays PLC | 105,303 | $1,924 萬 | 0.02% | +65,868+167.0% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 109,176 | $1,995 萬 | 0.23% | −318,580−74.5% | 減碼 |
| Toscafund Asset Management LLP | 116,526 | $2,175 萬 | 14.82% | +116,526 | 新進 |
| Stifel Financial Corp | 119,395 | $2,181 萬 | 0.03% | +11,789+11.0% | 加碼 |