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 2 季 13F 持有人
LPL Financial Holdings Inc. 在 2022/6/30 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
- 534
- 較 2022 年第 1 季 +61 家
- 持有股數
- 8,176 萬
- 較 2022 年第 1 季 +379.4 萬 (+4.9%)
- 總市值
- $150.9 億
- 較 2022 年第 1 季 +$8.30 億 (+5.8%)
- 新進機構
- 111
- 另有 189 家加碼
- 清倉機構
- 50
- 另有 175 家減碼
另有 8 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 7,155,151 | $13.2 億 | 0.91% | −618,036−8.0% | 減碼 |
| Vanguard Group Inc | 7,016,915 | $12.9 億 | 0.04% | +5,550+0.1% | 加碼 |
| BlackRock Inc. | 4,497,920 | $8.30 億 | 0.03% | +948,626+26.7% | 加碼 |
| Wellington Management Group LLP | 3,115,503 | $5.75 億 | 0.12% | −458,632−12.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,699,829 | $4.98 億 | 1.57% | +14,585+0.5% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,289,151 | $4.22 億 | 3.98% | +2,289,151 | 新進 |
| FMR LLC | 2,285,308 | $4.22 億 | 0.04% | +67,323+3.0% | 加碼 |
| Invesco Ltd. | 2,129,209 | $3.93 億 | 0.12% | −235,673−10.0% | 減碼 |
| Samlyn Capital, LLC | 2,081,698 | $3.84 億 | 7.70% | −134,776−6.1% | 減碼 |
| Clarkston Capital Partners, LLC | 2,031,833 | $3.75 億 | 6.89% | −72,235−3.4% | 減碼 |
| Capital Research Global Investors | 1,987,051 | $3.67 億 | 0.11% | +1,345,584+209.8% | 加碼 |
| Alliancebernstein L.P. | 1,847,984 | $3.41 億 | 0.16% | +18,331+1.0% | 加碼 |
| Eagle Asset Management Inc | 1,709,195 | $3.15 億 | 1.98% | −277,080−13.9% | 減碼 |
| State Street Corp | 1,609,827 | $2.97 億 | 0.02% | +362,953+29.1% | 加碼 |
| WCM Investment Management, LLC | 1,533,549 | $2.86 億 | 1.02% | +1,533,549 | 新進 |
| JPMorgan Chase & Co | 1,410,580 | $2.60 億 | 0.04% | −72,420−4.9% | 減碼 |
| Southpoint Capital Advisors LP | 1,225,000 | $2.26 億 | 6.41% | −175,000−12.5% | 減碼 |
| Nuveen Asset Management, LLC | 1,197,235 | $2.21 億 | 0.09% | +56,855+5.0% | 加碼 |
| Artisan Partners Limited Partnership | 1,186,703 | $2.19 億 | 0.37% | −334,125−22.0% | 減碼 |
| Bank of New York Mellon Corp | 1,147,969 | $2.12 億 | 0.05% | +412,192+56.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,140,087 | $2.10 億 | 0.35% | −297,745−20.7% | 減碼 |
| Egerton Capital (UK) LLP | 1,111,310 | $2.05 億 | 1.38% | +311,849+39.0% | 加碼 |
| Geode Capital Management, LLC | 1,076,786 | $1.98 億 | 0.03% | +15,708+1.5% | 加碼 |
| Voya Investment Management LLC | 965,992 | $1.78 億 | 0.45% | −61,286−6.0% | 減碼 |
| Darlington Partners Capital Management, LP | 903,866 | $1.67 億 | 12.89% | +250,600+38.4% | 加碼 |
| Dimensional Fund Advisors LP | 901,963 | $1.66 億 | 0.06% | −73,325−7.5% | 減碼 |
| Frontier Capital Management Co LLC | 825,413 | $1.52 億 | 1.75% | −290,177−26.0% | 減碼 |
| American Century Companies Inc | 816,690 | $1.51 億 | 0.12% | −77,157−8.6% | 減碼 |
| Westfield Capital Management Co LP | 814,686 | $1.50 億 | 1.18% | −48,954−5.7% | 減碼 |
| Standard Life Aberdeen plc | 739,237 | $1.36 億 | 0.43% | −28,253−3.7% | 減碼 |
| Norges Bank | 722,053 | $1.33 億 | 0.03% | +3,358+0.5% | 加碼 |
| Jackson Square Partners, LLC | 677,978 | $1.25 億 | 2.92% | +677,978 | 新進 |
| Charles Schwab Investment Management Inc | 662,373 | $1.22 億 | 0.04% | −8,626−1.3% | 減碼 |
| Junto Capital Management LP | 632,093 | $1.17 億 | 3.46% | −252,528−28.5% | 減碼 |
| Argent Capital Management LLC | 588,994 | $1.09 億 | 4.12% | −12,512−2.1% | 減碼 |
| Wells Fargo & Company | 579,422 | $1.07 億 | 0.03% | −70,076−10.8% | 減碼 |
| First Pacific Advisors, LP | 562,306 | $1.04 億 | 1.54% | −71,406−11.3% | 減碼 |
| Fairview Capital Investment Management, LLC | 550,938 | $1.02 億 | 7.05% | −46,617−7.8% | 減碼 |
| Artemis Investment Management LLP | 523,936 | $9,684 萬 | 1.00% | −90,714−14.8% | 減碼 |
| Victory Capital Management Inc | 516,957 | $9,537 萬 | 0.11% | −148,058−22.3% | 減碼 |
| Goldman Sachs Group Inc | 490,394 | $9,047 萬 | 0.03% | +32,866+7.2% | 加碼 |
| Bank of America Corp | 456,849 | $8,428 萬 | 0.01% | −65,314−12.5% | 減碼 |
| Northern Trust Corp | 452,522 | $8,348 萬 | 0.02% | +82,500+22.3% | 加碼 |
| Agf Investments Inc. | 415,000 | $7,656 萬 | 0.68% | +15,000+3.8% | 加碼 |
| ArrowMark Colorado Holdings LLC | 402,963 | $7,434 萬 | 0.85% | −224,343−35.8% | 減碼 |
| Morgan Stanley | 401,634 | $7,410 萬 | 0.01% | +198,490+97.7% | 加碼 |
| Price T Rowe Associates Inc | 347,924 | $6,419 萬 | 0.01% | −94,390−21.3% | 減碼 |
| Epoch Investment Partners, Inc. | 335,318 | $6,186 萬 | 0.36% | +2,782+0.8% | 加碼 |
| SEI Investments Co | 320,337 | $5,913 萬 | 0.13% | +146,803+84.6% | 加碼 |
| TD Asset Management Inc | 308,139 | $5,685 萬 | 0.07% | +10,645+3.6% | 加碼 |
| Legal & General Group Plc | 306,646 | $5,657 萬 | 0.02% | +220,806+257.2% | 加碼 |
| FIL Ltd | 295,534 | $5,452 萬 | 0.06% | −35,085−10.6% | 減碼 |
| Primecap Management Co | 272,000 | $5,018 萬 | 0.04% | +10,000+3.8% | 加碼 |
| Raymond James & Associates | 253,252 | $4,672 萬 | 0.05% | −7,098−2.7% | 減碼 |
| CIBC Asset Management Inc | 252,182 | $4,652 萬 | 0.19% | −49,039−16.3% | 減碼 |
| Commerce Bank | 250,128 | $4,614 萬 | 0.38% | +10,380+4.3% | 加碼 |
| Azora Capital LP | 248,918 | $4,592 萬 | 11.25% | +35,617+16.7% | 加碼 |
| UBS Asset Management Americas Inc | 241,333 | $4,452 萬 | 0.02% | −93,436−27.9% | 減碼 |
| Engle Capital Management, L.P. | 236,000 | $4,354 萬 | 17.27% | −134,000−36.2% | 減碼 |
| Envestnet Asset Management Inc | 231,093 | $4,263 萬 | 0.02% | +83,083+56.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 228,303 | $4,212 萬 | 0.03% | +222,983+4,191.4% | 加碼 |
| Eminence Capital, LP | 224,897 | $4,149 萬 | 0.82% | +224,897 | 新進 |
| Cramer Rosenthal McGlynn LLC | 214,502 | $3,957 萬 | 1.82% | −1,684−0.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 204,124 | $3,766 萬 | 0.29% | 00.0% | 不變 |
| Eaton Vance Management | 203,308 | $3,751 萬 | 0.05% | +17,580+9.5% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 201,371 | $3,715 萬 | 0.93% | −183,696−47.7% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 193,831 | $3,576 萬 | 0.72% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 186,753 | $3,480 萬 | 1.07% | −12,643−6.3% | 減碼 |
| Iridian Asset Management LLC | 185,922 | $3,430 萬 | 2.81% | −13,785−6.9% | 減碼 |
| Royal Bank of Canada | 184,939 | $3,412 萬 | 0.01% | +58,712+46.5% | 加碼 |
| Cornerstone Investment Partners, LLC | 183,244 | $3,381 萬 | 2.27% | −426−0.2% | 減碼 |
| Cookson Peirce & Co Inc | 159,686 | $2,946 萬 | 2.03% | +9,050+6.0% | 加碼 |
| California Public Employees Retirement System | 157,863 | $2,912 萬 | 0.03% | −9,672−5.8% | 減碼 |
| Governors Lane LP | 143,200 | $2,642 萬 | 2.24% | +55,900+64.0% | 加碼 |
| Stifel Financial Corp | 143,176 | $2,641 萬 | 0.04% | +23,781+19.9% | 加碼 |
| Federated Hermes, Inc. | 138,176 | $2,549 萬 | 0.07% | −132,361−48.9% | 減碼 |
| First Trust Advisors LP | 136,708 | $2,522 萬 | 0.03% | +1,196+0.9% | 加碼 |
| California State Teachers Retirement System | 133,565 | $2,464 萬 | 0.04% | +30,647+29.8% | 加碼 |
| Deutsche Bank AG | 126,361 | $2,331 萬 | 0.01% | +117,570+1,337.4% | 加碼 |
| New York State Common Retirement Fund | 122,775 | $2,265 萬 | 0.03% | +21,720+21.5% | 加碼 |
| Employees Retirement System of Texas | 121,988 | $2,250 萬 | 0.32% | −22,000−15.3% | 減碼 |
| Polar Capital Holdings Plc | 120,262 | $2,219 萬 | 0.17% | −9,596−7.4% | 減碼 |
| Credit Suisse AG | 113,734 | $2,098 萬 | 0.02% | +21,513+23.3% | 加碼 |
| William Blair Investment Management, LLC | 109,515 | $2,020 萬 | 0.07% | −63,313−36.6% | 減碼 |
| Sirios Capital Management L P | 108,317 | $1,998 萬 | 3.61% | +48,775+81.9% | 加碼 |
| Thornburg Investment Management Inc | 107,067 | $1,975 萬 | 0.30% | −23,116−17.8% | 減碼 |
| Boston Partners | 106,080 | $1,958 萬 | 0.03% | −21,053−16.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 93,067 | $1,717 萬 | 0.04% | −5,350−5.4% | 減碼 |
| Driehaus Capital Management LLC | 90,808 | $1,675 萬 | 0.27% | +18,962+26.4% | 加碼 |
| Russell Investments Group, Ltd. | 90,329 | $1,667 萬 | 0.03% | +37,962+72.5% | 加碼 |
| Pinebridge Investments, L.P. | 84,372 | $1,557 萬 | 0.20% | −20,526−19.6% | 減碼 |
| Barclays PLC | 84,335 | $1,556 萬 | 0.02% | −20,968−19.9% | 減碼 |
| AQR Capital Management LLC | 84,359 | $1,502 萬 | 0.03% | +1,317+1.6% | 加碼 |
| Rhumbline Advisers | 79,929 | $1,475 萬 | 0.02% | +7,827+10.9% | 加碼 |
| Reinhart Partners, Inc. | 79,905 | $1,474 萬 | 0.81% | −50,536−38.7% | 減碼 |
| Balyasny Asset Management LLC | 77,854 | $1,436 萬 | 0.06% | −94,063−54.7% | 減碼 |
| Citigroup Inc | 68,599 | $1,266 萬 | 0.02% | +37,521+120.7% | 加碼 |
| Westwood Holdings Group Inc. | 66,537 | $1,228 萬 | 0.13% | +8,524+14.7% | 加碼 |
| Susquehanna International Group, LLP | 65,631 | $1,211 萬 | 0.03% | −1,039−1.6% | 減碼 |
| Aviva PLC | 65,252 | $1,204 萬 | 0.06% | +65,252 | 新進 |