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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 119,974 | $2,192 萬 | 0.32% | +30,384+33.9% | 加碼 |
| Royal Bank of Canada | 126,227 | $2,306 萬 | 0.01% | +7,147+6.0% | 加碼 |
| Boston Partners | 127,133 | $2,323 萬 | 0.03% | −26,610−17.3% | 減碼 |
| Polar Capital Holdings Plc | 129,858 | $2,372 萬 | 0.14% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 130,183 | $2,378 萬 | 0.31% | −3,749−2.8% | 減碼 |
| Reinhart Partners, Inc. | 130,441 | $2,383 萬 | 1.15% | −7,873−5.7% | 減碼 |
| First Trust Advisors LP | 135,512 | $2,476 萬 | 0.03% | −69,080−33.8% | 減碼 |
| Parametric Portfolio Associates LLC | 138,754 | $2,535 萬 | 0.01% | +10,343+8.1% | 加碼 |
| Employees Retirement System of Texas | 143,988 | $2,630 萬 | 0.31% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 148,010 | $2,704 萬 | 0.01% | +17,877+13.7% | 加碼 |
| Cookson Peirce & Co Inc | 150,636 | $2,752 萬 | 1.61% | +2,698+1.8% | 加碼 |
| California Public Employees Retirement System | 167,535 | $3,061 萬 | 0.02% | −7,905−4.5% | 減碼 |
| Balyasny Asset Management LLC | 171,917 | $3,141 萬 | 0.14% | +118,958+224.6% | 加碼 |
| William Blair Investment Management, LLC | 172,828 | $3,157 萬 | 0.09% | +47,824+38.3% | 加碼 |
| SEI Investments Co | 173,534 | $3,176 萬 | 0.06% | +19,734+12.8% | 加碼 |
| Cornerstone Investment Partners, LLC | 183,670 | $3,355 萬 | 1.92% | +180,356+5,442.2% | 加碼 |
| Eaton Vance Management | 185,728 | $3,393 萬 | 0.04% | +18,069+10.8% | 加碼 |
| Swiss National Bank | 189,500 | $3,462 萬 | 0.02% | +12,900+7.3% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 193,831 | $3,541 萬 | 0.65% | −11,600−5.6% | 減碼 |
| Trillium Asset Management, LLC | 199,396 | $3,643 萬 | 0.97% | −23,018−10.3% | 減碼 |
| Iridian Asset Management LLC | 199,707 | $3,648 萬 | 2.75% | −14,896−6.9% | 減碼 |
| Morgan Stanley | 203,144 | $3,711 萬 | 0.01% | +87,399+75.5% | 加碼 |
| Fort Washington Investment Advisors Inc | 204,124 | $3,729 萬 | 0.24% | +4,432+2.2% | 加碼 |
| Alua Capital Management LP | 205,225 | $3,749 萬 | 2.56% | +205,225 | 新進 |
| Azora Capital LP | 213,301 | $3,897 萬 | 6.50% | +148,677+230.1% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 216,186 | $3,949 萬 | 1.54% | −9,520−4.2% | 減碼 |
| Commerce Bank | 239,748 | $4,380 萬 | 0.30% | +239,748 | 新進 |
| Raymond James & Associates | 260,350 | $4,756 萬 | 0.04% | −174,148−40.1% | 減碼 |
| Primecap Management Co | 262,000 | $4,786 萬 | 0.04% | +72,700+38.4% | 加碼 |
| Federated Hermes, Inc. | 270,537 | $4,942 萬 | 0.11% | −46,677−14.7% | 減碼 |
| TD Asset Management Inc | 297,494 | $5,435 萬 | 0.05% | −69,976−19.0% | 減碼 |
| CIBC Asset Management Inc | 301,221 | $5,503 萬 | 0.19% | +21,510+7.7% | 加碼 |
| FIL Ltd | 330,619 | $6,040 萬 | 0.06% | +330,619 | 新進 |
| Epoch Investment Partners, Inc. | 332,536 | $6,075 萬 | 0.30% | −43,308−11.5% | 減碼 |
| UBS Asset Management Americas Inc | 334,769 | $6,116 萬 | 0.03% | −113,217−25.3% | 減碼 |
| Engle Capital Management, L.P. | 370,000 | $6,759 萬 | 14.52% | −90,000−19.6% | 減碼 |
| Northern Trust Corp | 370,022 | $6,760 萬 | 0.01% | +2,153+0.6% | 加碼 |
| LMR Partners LLP | 374,050 | $6,833 萬 | 1.00% | +122,389+48.6% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 385,067 | $7,034 萬 | 1.26% | −94,010−19.6% | 減碼 |
| Agf Investments Inc. | 400,000 | $7,307 萬 | 0.55% | +77,817+24.2% | 加碼 |
| Price T Rowe Associates Inc | 442,314 | $8,080 萬 | 0.01% | −42,831−8.8% | 減碼 |
| Goldman Sachs Group Inc | 457,528 | $8,358 萬 | 0.02% | +191,631+72.1% | 加碼 |
| Bank of America Corp | 522,163 | $9,539 萬 | 0.01% | +64,592+14.1% | 加碼 |
| Fairview Capital Investment Management, LLC | 597,555 | $1.09 億 | 6.80% | −29,259−4.7% | 減碼 |
| Argent Capital Management LLC | 601,506 | $1.10 億 | 3.46% | −6,963−1.1% | 減碼 |
| Artemis Investment Management LLP | 614,650 | $1.12 億 | 0.91% | −153,009−19.9% | 減碼 |
| ArrowMark Colorado Holdings LLC | 627,306 | $1.15 億 | 1.01% | −89,687−12.5% | 減碼 |
| First Pacific Advisors, LP | 633,712 | $1.16 億 | 1.49% | −60,285−8.7% | 減碼 |
| Capital Research Global Investors | 641,467 | $1.17 億 | 0.03% | +641,467 | 新進 |
| Wells Fargo & Company | 649,498 | $1.19 億 | 0.03% | +187,138+40.5% | 加碼 |
| Victory Capital Management Inc | 665,015 | $1.22 億 | 0.12% | −316,628−32.3% | 減碼 |
| Charles Schwab Investment Management Inc | 670,999 | $1.23 億 | 0.04% | +19,334+3.0% | 加碼 |
| Norges Bank | 718,695 | $1.31 億 | 0.03% | +15,070+2.1% | 加碼 |
| Darlington Partners Capital Management, LP | 653,266 | $1.32 億 | 9.94% | −273,357−29.5% | 減碼 |
| Bank of New York Mellon Corp | 735,777 | $1.34 億 | 0.03% | −649,997−46.9% | 減碼 |
| Standard Life Aberdeen plc | 767,490 | $1.40 億 | 0.36% | +71,208+10.2% | 加碼 |
| Egerton Capital (UK) LLP | 799,461 | $1.46 億 | 0.77% | +799,461 | 新進 |
| Westfield Capital Management Co LP | 863,640 | $1.58 億 | 1.01% | −206,030−19.3% | 減碼 |
| Junto Capital Management LP | 884,621 | $1.62 億 | 4.44% | +46,507+5.5% | 加碼 |
| American Century Companies Inc | 893,847 | $1.63 億 | 0.11% | −340,429−27.6% | 減碼 |
| Dimensional Fund Advisors LP | 975,288 | $1.78 億 | 0.06% | −4,733−0.5% | 減碼 |
| Voya Investment Management LLC | 1,027,278 | $1.88 億 | 0.39% | +57,167+5.9% | 加碼 |
| Geode Capital Management, LLC | 1,061,078 | $1.94 億 | 0.02% | −45,243−4.1% | 減碼 |
| Frontier Capital Management Co LLC | 1,115,590 | $2.04 億 | 1.85% | +99,847+9.8% | 加碼 |
| Nuveen Asset Management, LLC | 1,140,380 | $2.05 億 | 0.07% | −4,157−0.4% | 減碼 |
| State Street Corp | 1,246,874 | $2.28 億 | 0.01% | +20,751+1.7% | 加碼 |
| Southpoint Capital Advisors LP | 1,400,000 | $2.56 億 | 4.96% | −100,000−6.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,437,832 | $2.63 億 | 0.33% | −518,611−26.5% | 減碼 |
| JPMorgan Chase & Co | 1,483,000 | $2.71 億 | 0.04% | +157,918+11.9% | 加碼 |
| Artisan Partners Limited Partnership | 1,520,828 | $2.78 億 | 0.37% | +264,712+21.1% | 加碼 |
| Alliancebernstein L.P. | 1,829,653 | $3.34 億 | 0.13% | +830,783+83.2% | 加碼 |
| Eagle Asset Management Inc | 1,986,275 | $3.63 億 | 1.86% | −6280.0% | 減碼 |
| Clarkston Capital Partners, LLC | 2,104,068 | $3.84 億 | 6.40% | −112,838−5.1% | 減碼 |
| Samlyn Capital, LLC | 2,216,474 | $4.05 億 | 6.12% | −8,763−0.4% | 減碼 |
| FMR LLC | 2,217,985 | $4.05 億 | 0.03% | +41,039+1.9% | 加碼 |
| Invesco Ltd. | 2,364,882 | $4.32 億 | 0.11% | +329,899+16.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,685,244 | $4.91 億 | 1.30% | +244,303+10.0% | 加碼 |
| BlackRock Inc. | 3,549,294 | $6.48 億 | 0.02% | −143,538−3.9% | 減碼 |
| Wellington Management Group LLP | 3,574,135 | $6.53 億 | 0.11% | +248,255+7.5% | 加碼 |
| Vanguard Group Inc | 7,011,365 | $12.8 億 | 0.03% | +93,283+1.3% | 加碼 |
| Janus Henderson Group PLC | 7,773,187 | $14.2 億 | 0.69% | +16,824+0.2% | 加碼 |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −136,433−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −110,674−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −67,390−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −46,630−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −39,262−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −14,484−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,594−100.0% | 清倉 |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −12,791−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −12,544−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,510−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −7,990−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,032−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,767−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −5,296−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,159−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,165−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,980−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −3,960−100.0% | 清倉 |