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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 3,554 | $64.9 萬 | 0.03% | −49−1.4% | 減碼 |
| Ritholtz Wealth Management | 3,509 | $64.1 萬 | 0.04% | +248+7.6% | 加碼 |
| Park Avenue Securities LLC | 3,492 | $63.8 萬 | 0.01% | +863+32.8% | 加碼 |
| Prelude Capital Management, LLC | 3,456 | $63.1 萬 | 0.03% | +2,169+168.5% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 3,448 | $63.0 萬 | 0.14% | +30+0.9% | 加碼 |
| Archer Investment Corp | 3,410 | $62.3 萬 | 0.22% | +3,410 | 新進 |
| KB Financial Partners, LLC | 3,406 | $62.2 萬 | 0.17% | +322+10.4% | 加碼 |
| Colony Group LLC | 3,407 | $62.2 萬 | 0.01% | +3,407 | 新進 |
| Bickling Financial Services, Inc. | 3,387 | $61.9 萬 | 0.32% | +4+0.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 3,388 | $61.9 萬 | 0.00% | +485+16.7% | 加碼 |
| Glenview Trust Co | 3,359 | $61.4 萬 | 0.02% | +116+3.6% | 加碼 |
| Leuthold Group, LLC | 3,320 | $60.6 萬 | 0.08% | 00.0% | 不變 |
| Stonnington Group, LLC | 3,000 | $60.1 萬 | 0.14% | +3,000 | 新進 |
| Ironwood Investment Counsel, LLC | 3,110 | $56.8 萬 | 0.14% | −375−10.8% | 減碼 |
| Western Wealth Management, LLC | 3,057 | $55.8 萬 | 0.03% | +1,553+103.3% | 加碼 |
| Integrated Investment Consultants, LLC | 2,930 | $53.5 萬 | 0.15% | +190+6.9% | 加碼 |
| Alps Advisors Inc | 2,765 | $50.5 萬 | 0.01% | +230+9.1% | 加碼 |
| Quantinno Capital Management LP | 2,745 | $50.1 萬 | 0.08% | +365+15.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,700 | $49.3 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 2,652 | $48.4 萬 | 0.00% | +2,652 | 新進 |
| Laurel Wealth Advisors, Inc. | 2,630 | $48.0 萬 | 0.04% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 2,620 | $47.9 萬 | 0.13% | +2,620 | 新進 |
| Stratos Wealth Partners, LTD. | 2,606 | $47.6 萬 | 0.01% | +393+17.8% | 加碼 |
| Sawtooth Solutions, LLC | 2,556 | $46.7 萬 | 0.06% | +2,556 | 新進 |
| Zeke Capital Advisors, LLC | 2,497 | $45.6 萬 | 0.02% | −146−5.5% | 減碼 |
| Macquarie Group Ltd | 2,470 | $45.1 萬 | 0.00% | −226,674−98.9% | 減碼 |
| Globeflex Capital L P | 2,462 | $45.0 萬 | 0.09% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 2,424 | $44.3 萬 | 0.00% | +85+3.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 2,365 | $43.2 萬 | 0.02% | −34−1.4% | 減碼 |
| IHT Wealth Management, LLC | 2,323 | $42.4 萬 | 0.03% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,266 | $42.1 萬 | 0.02% | +1,931+576.4% | 加碼 |
| BTC Capital Management, Inc. | 2,299 | $42.0 萬 | 0.04% | −164−6.7% | 減碼 |
| London Co of Virginia | 2,270 | $41.5 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,258 | $41.2 萬 | 0.00% | −40,827−94.8% | 減碼 |
| Harvest Investment Services, LLC | 2,231 | $40.7 萬 | 0.24% | +2,231 | 新進 |
| HighTower Advisors, LLC | 2,172 | $39.5 萬 | 0.00% | +489+29.1% | 加碼 |
| Edgestream Partners, L.P. | 2,145 | $39.2 萬 | 0.03% | +2,145 | 新進 |
| Cetera Investment Advisers | 2,057 | $37.6 萬 | 0.01% | −94−4.4% | 減碼 |
| MAI Capital Management | 2,001 | $36.6 萬 | 0.01% | −95−4.5% | 減碼 |
| WJ Wealth Management, LLC | 2,000 | $36.5 萬 | 0.24% | 00.0% | 不變 |
| First Hawaiian Bank | 1,961 | $35.8 萬 | 0.01% | −437−18.2% | 減碼 |
| Greenleaf Trust | 1,943 | $35.5 萬 | 0.00% | +229+13.4% | 加碼 |
| Ethic Inc. | 1,911 | $34.9 萬 | 0.02% | −368−16.1% | 減碼 |
| Ssi Investment Management LLC | 1,884 | $34.5 萬 | 0.02% | −20−1.1% | 減碼 |
| Legacy Wealth Planning, LLC | 1,881 | $34.4 萬 | 0.41% | +250+15.3% | 加碼 |
| Umb Bank N A | 1,863 | $34.0 萬 | 0.00% | 00.0% | 不變 |
| Jump Financial, LLC | 1,857 | $33.9 萬 | 0.01% | +1,857 | 新進 |
| Wealth Alliance | 1,846 | $33.7 萬 | 0.07% | +326+21.4% | 加碼 |
| Moody Lynn & Lieberson, LLC | 1,800 | $32.9 萬 | 0.02% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 1,780 | $32.5 萬 | 0.03% | −600−25.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,766 | $32.2 萬 | 0.00% | −6,621−78.9% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,747 | $32.0 萬 | 0.18% | 00.0% | 不變 |
| MONECO Advisors, LLC | 1,711 | $31.3 萬 | 0.11% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 1,705 | $31.1 萬 | 0.02% | +375+28.2% | 加碼 |
| JT Stratford LLC | 1,684 | $30.8 萬 | 0.09% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 1,660 | $30.3 萬 | 0.07% | +6+0.4% | 加碼 |
| Davenport & Co LLC | 1,602 | $29.3 萬 | 0.00% | +51+3.3% | 加碼 |
| Fayez Sarofim & Co | 1,600 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 1,570 | $28.7 萬 | 0.01% | −321−17.0% | 減碼 |
| Wedge Capital Management L L P | 1,570 | $28.7 萬 | 0.00% | −159−9.2% | 減碼 |
| Pennsylvania Capital Management Inc | 1,572 | $28.7 萬 | 0.12% | 00.0% | 不變 |
| Future Fund LLC | 1,552 | $28.4 萬 | 0.34% | −758−32.8% | 減碼 |
| Franklin Resources Inc | 1,548 | $28.3 萬 | 0.00% | −218−12.3% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $28.0 萬 | 0.10% | 00.0% | 不變 |
| American International Group, Inc. | 1,512 | $27.6 萬 | 0.00% | +1+0.1% | 加碼 |
| Sanchez Wealth Management Group | 1,500 | $27.4 萬 | 0.12% | +2+0.1% | 加碼 |
| Great Diamond Partners, LLC | 1,504 | $27.4 萬 | 0.08% | +29+2.0% | 加碼 |
| Mackenzie Financial Corp | 1,482 | $27.1 萬 | 0.00% | +1,482 | 新進 |
| Pzena Investment Management LLC | 1,465 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,461 | $26.7 萬 | 0.00% | −75−4.9% | 減碼 |
| ICA Group Wealth Management, LLC | 1,322 | $26.3 萬 | 0.05% | +1,322 | 新進 |
| Private Capital Group, LLC | 1,399 | $25.6 萬 | 0.06% | −121−8.0% | 減碼 |
| Level Four Advisory Services, LLC | 1,372 | $25.1 萬 | 0.02% | +1,372 | 新進 |
| Brookstone Capital Management | 1,216 | $24.4 萬 | 0.00% | +1,216 | 新進 |
| Simplex Trading, LLC | 1,330 | $24.2 萬 | 0.01% | −1,530−53.5% | 減碼 |
| Symmetry Partners, LLC | 1,324 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Astrantus Ltd | 1,300 | $23.7 萬 | 0.40% | −98−7.0% | 減碼 |
| USA Financial Portformulas Corp | 1,278 | $23.3 萬 | 0.25% | +1,278 | 新進 |
| Atria Wealth Solutions, Inc. | 1,277 | $23.3 萬 | 0.00% | +1,277 | 新進 |
| IBM Retirement Fund | 1,258 | $23.0 萬 | 0.03% | −71−5.3% | 減碼 |
| National Asset Management, Inc. | 1,233 | $22.7 萬 | 0.01% | +1,233 | 新進 |
| Ieq Capital, LLC | 1,236 | $22.6 萬 | 0.01% | +1,236 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,221 | $22.3 萬 | 0.00% | −48,572−97.5% | 減碼 |
| Intrust Bank NA | 1,222 | $22.3 萬 | 0.03% | +1,222 | 新進 |
| Prospera Financial Services Inc | 1,216 | $22.2 萬 | 0.01% | +1,216 | 新進 |
| Fermata Advisors, LLC | 1,179 | $21.6 萬 | 0.08% | −72−5.8% | 減碼 |
| XML Financial, LLC | 1,175 | $21.5 萬 | 0.03% | +1,175 | 新進 |
| Gladstone Institutional Advisory LLC | 1,172 | $21.4 萬 | 0.01% | −128−9.8% | 減碼 |
| Panagora Asset Management Inc | 1,166 | $21.3 萬 | 0.00% | +1,166 | 新進 |
| Proequities, Inc. | 1,154 | $21.1 萬 | 0.02% | −171−12.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 1,140 | $20.8 萬 | 0.02% | +1,140 | 新進 |
| Presidio Capital Management, LLC | 1,107 | $20.2 萬 | 0.18% | +1,107 | 新進 |
| TSFG, LLC | 856 | $15.6 萬 | 0.06% | +1+0.1% | 加碼 |
| Belpointe Asset Management LLC | 856 | $15.6 萬 | 0.01% | +90+11.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 826 | $15.1 萬 | 0.00% | +541+189.8% | 加碼 |
| IFP Advisors, Inc | 1,624 | $14.6 萬 | 0.00% | +1,071+193.7% | 加碼 |
| Global Retirement Partners, LLC | 759 | $14.0 萬 | 0.01% | +759 | 新進 |
| Lindbrook Capital, LLC | 762 | $13.9 萬 | 0.02% | −223−22.6% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 674 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Smithfield Trust Co | 670 | $12.3 萬 | 0.01% | 00.0% | 不變 |