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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 季與 2022 年第 1 季比較

持有 LPL Financial Holdings Inc. 的機構從 2022 年第 1 季到 2022 年第 2 季的變化。

2022 年第 2 季全部持有人2022 年第 1 季全部持有人

LPLA 的 13F 持有人:2022 年第 1 季與 2022 年第 2 季比較
項目2022 年第 1 季其中尚未申報 2022 年第 2 季2022 年第 2 季變化
持有家數4818534+61
股數7,821 萬24.2 萬8,176 萬+379.4 萬 (+4.9%)
市值$143.0 億$4,401 萬$150.9 億+$8.30 億 (+5.8%)

8 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(111 家)

2022 年第 2 季季末持有 LPL Financial Holdings Inc.、2022 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 111 家。

2022 年第 2 季新進 LPLA 的機構
機構股數市值佔組合 %
Lone Pine Capital LLC大師孤松資本2,289,151$4.22 億3.98%
WCM Investment Management, LLC1,533,549$2.86 億1.02%
Jackson Square Partners, LLC677,978$1.25 億2.92%
Eminence Capital, LP224,897$4,149 萬0.82%
Aviva PLC65,252$1,204 萬0.06%
Mn Services Vermogensbeheer B.V.47,100$868.9 萬0.08%
Great Lakes Advisors, LLC46,838$864.1 萬0.17%
Hudson Bay Capital Management LP40,000$737.9 萬0.07%
Amundi39,144$675.4 萬0.01%
Lisanti Capital Growth, LLC34,830$642.5 萬0.87%
Asset Management One Co.,Ltd.31,245$576.4 萬0.03%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund30,100$555.3 萬0.07%
Lazard Asset Management LLC24,261$447.5 萬0.01%
Renaissance Technologies LLC24,200$446.4 萬0.01%
Stamina Capital Management LP23,800$439.1 萬4.66%
Korea Investment CORP23,200$428.0 萬0.01%
Jupiter Asset Management Ltd21,741$401.1 萬0.06%
Andra AP-fonden21,600$398.5 萬0.11%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.20,637$380.7 萬0.02%
Chase Investment Counsel Corp20,469$377.6 萬2.04%
Swiss Life Asset Management Ltd20,356$375.6 萬0.06%
Toronto Dominion Bank17,865$329.5 萬0.01%
Robeco Institutional Asset Management B.V.14,262$263.0 萬0.01%
IFM Investors Pty Ltd13,620$251.3 萬0.04%
Forsta Ap-Fonden13,500$249.0 萬0.03%
Gulf International Bank (UK) Ltd13,230$246.5 萬0.04%
Skandinaviska Enskilda Banken AB (publ)12,110$223.4 萬0.02%
Gillson Capital LP10,890$200.9 萬0.19%
Trexquant Investment LP10,701$197.4 萬0.09%
Parallax Volatility Advisers, L.P.10,653$196.5 萬0.00%
LGT Fund Management Co Ltd.10,000$184.5 萬0.27%
Mirae Asset Global Investments Co., Ltd.10,188$177.6 萬0.00%
Lincoln National Corp9,322$172.0 萬0.04%
British Columbia Investment Management Corp9,285$171.3 萬0.02%
Nissay Asset Management Corp8,733$161.1 萬0.02%
Storebrand Asset Management AS8,664$159.8 萬0.01%
DekaBank Deutsche Girozentrale7,876$144.1 萬0.00%
Advisors Asset Management, Inc.7,663$141.4 萬0.03%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,807$125.6 萬0.00%
Boston Private Wealth LLC6,303$116.3 萬0.02%
Oregon Public Employees Retirement Fund6,300$116.2 萬0.02%
Cordatus Wealth Management LLC6,123$113.0 萬0.53%
Brinker Capital Investments, LLC5,773$106.5 萬0.02%
Walleye Trading LLC5,276$97.3 萬0.02%
Cinctive Capital Management LP4,824$89.0 萬0.04%
Intech Investment Management LLC3,751$69.2 萬0.00%
E. Ohman J:or Asset Management AB3,700$68.3 萬0.03%
Dynamic Technology Lab Private Ltd3,580$66.0 萬0.07%
Brasada Capital Management, LP3,500$64.6 萬0.14%
Wesbanco Bank Inc3,419$63.1 萬0.03%
Balasa Dinverno & Foltz LLC3,108$57.3 萬0.04%
Caisse de Depot Et Placement du Quebec3,000$55.3 萬0.00%
Alera Investment Advisors, LLC2,761$51.0 萬0.14%
HighPoint Advisor Group LLC2,805$49.5 萬0.05%
Exchange Traded Concepts, LLC2,623$48.4 萬0.01%
APG Asset Management N.V.2,700$47.6 萬0.00%
B. Metzler seel. Sohn & Co. AG2,535$46.8 萬0.01%
Stelac Advisory Services LLC2,486$45.9 萬0.18%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH2,450$45.2 萬0.03%
Bellwether Advisors, LLC2,422$44.6 萬0.14%
D. E. Shaw & Co., Inc.2,299$42.4 萬0.00%
KBC Group NV2,156$39.7 萬0.00%
Prudential PLC1,947$35.9 萬0.01%
Merit Financial Group, LLC1,889$34.8 萬0.01%
Vestcor Inc1,864$34.4 萬0.01%
HighTower Trust Services, LTA3,936$34.0 萬0.06%
Redpoint Investment Management Pty Ltd1,829$33.7 萬0.04%
BMS Financial Advisors, LLC1,792$33.1 萬0.22%
CWM Advisors, LLC1,640$30.3 萬0.04%
Natixis Investment Managers International1,590$29.3 萬0.01%
Seeyond1,590$29.3 萬0.03%
Advisory Research Inc1,583$29.2 萬0.03%
Creative Planning1,579$29.1 萬0.00%
CAPROCK Group, Inc.1,487$27.4 萬0.03%
Lido Advisors, LLC1,367$25.2 萬0.01%
GWM Advisors LLC1,350$24.9 萬0.00%
Gerber Kawasaki Wealth & Investment Management1,344$24.7 萬0.02%
Aquatic Capital Management LLC1,300$24.0 萬0.08%
Two Sigma Securities, LLC1,266$23.4 萬0.04%
Wetherby Asset Management Inc1,228$22.7 萬0.02%
EP Wealth Advisors, LLC1,197$22.1 萬0.00%
Blueshift Asset Management, LLC1,163$21.5 萬0.04%
Apollon Wealth Management, LLC1,131$20.9 萬0.02%
DGS Capital Management, LLC1,111$20.5 萬0.17%
Banque Cantonale Vaudoise1,000$18.5 萬0.01%
Asahi Life Asset Management Co., Ltd.860$15.9 萬0.04%
United Community Bank655$12.1 萬0.13%
Venture Visionary Partners LLC619$11.4 萬0.01%
Swedbank AB454$8.38 萬0.00%
Penserra Capital Management LLC373$6.80 萬0.00%
CoreCap Advisors, LLC295$5.40 萬0.00%
Rock Creek Group, LP286$5.30 萬0.01%
Quintet Private Bank (Europe) S.A.214$4.66 萬0.00%
Northern Oak Wealth Management Inc186$3.40 萬0.00%
Better Money Decisions, LLC179$3.30 萬0.03%
Achmea Investment Management B.V.146$2.70 萬0.00%
Private Trust Co NA110$2.00 萬0.00%
Clearstead Advisors, LLC83$1.50 萬0.00%
State of Wyoming76$1.40 萬0.01%
TD Waterhouse Canada Inc.59$1.12 萬0.00%

清倉機構(50 家)

2022 年第 1 季季末持有 LPL Financial Holdings Inc.、2022 年第 2 季有申報但已經沒有持有的機構。

2022 年第 2 季清倉 LPLA 的機構
機構2022 年第 1 季股數2022 年第 1 季市值
Alua Capital Management LP205,225$3,749 萬
Swiss National Bank189,500$3,462 萬
ExodusPoint Capital Management, LP119,974$2,192 萬
Toscafund Asset Management LLP116,526$2,175 萬
BW Gestao de Investimentos Ltda.63,421$1,159 萬
Schonfeld Strategic Advisors LLC32,237$588.9 萬
Qube Research & Technologies Ltd31,486$575.2 萬
Callodine Capital Management, LP25,000$456.7 萬
Putnam Investments LLC20,268$370.3 萬
Jefferies Group LLC20,000$365.4 萬
Algert Global LLC18,364$335.5 萬
Buckingham Strategic Partners17,809$325.3 萬
Sciencast Management LP9,659$178.1 萬
Flynn Zito Capital Management, LLC8,912$162.8 萬
Point72 Hong Kong Ltd8,479$154.9 萬
Freedman Financial Associates, Inc.7,962$146.8 萬
Old Mission Capital LLC6,398$116.9 萬
Samson Rock Capital LLP6,277$114.7 萬
Tributary Capital Management, LLC5,700$104.1 萬
AdvisorShares Investments LLC5,043$92.1 萬
Mirabella Financial Services LLP4,735$86.5 萬
Brookfield Asset Management Inc.4,717$86.2 萬
Group One Trading, L.P.4,378$80.0 萬
CTC Capital Management, LLC4,000$73.1 萬
Versor Investments LP3,811$69.6 萬
Gyon Technologies Capital Management, LP3,675$67.1 萬
O'Shares Investment Advisers, LLC3,560$65.0 萬
Stonnington Group, LLC3,000$60.1 萬
Edgestream Partners, L.P.2,145$39.2 萬
JT Stratford LLC1,684$30.8 萬
One Wealth Advisors, LLC1,660$30.3 萬
Fayez Sarofim & Co1,600$29.2 萬
Wedge Capital Management L L P1,570$28.7 萬
Brookstone Capital Management1,216$24.4 萬
USA Financial Portformulas Corp1,278$23.3 萬
IBM Retirement Fund1,258$23.0 萬
Fermata Advisors, LLC1,179$21.6 萬
Gladstone Institutional Advisory LLC1,172$21.4 萬
Graves-Light Private Wealth Management, Inc.674$12.3 萬
Koshinski Asset Management, Inc.512$9.35 萬
Counterpoint Mutual Funds LLC495$9.00 萬
Acadian Asset Management LLC327$5.80 萬
Leonteq Securities AG90$1.64 萬
Cambridge Trust Co63$1.20 萬
TCWP LLC63$1.10 萬
Laffer Tengler Investments31$5,663
Cordant, Inc.29$5,000
Sofos Investments, Inc.183$4,000
Providence Capital Advisors, LLC13$2,000
Capital Advisors, Ltd. LLC2$0

尚未申報 2022 年第 2 季的機構(8 家)

2022 年第 1 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2022 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 1 季持有 LPLA、尚未申報 2022 年第 2 季的機構
機構2022 年第 1 季股數2022 年第 1 季市值
Parametric Portfolio Associates LLC138,754$2,535 萬
Full18 Capital LLC44,023$786.7 萬
NN Investment Partners Holdings N.V.33,214$606.7 萬
Amalgamated Financial Corp.18,455$337.1 萬
Virginia Retirement Systems Et Al6,100$111.4 萬
Astrantus Ltd1,300$23.7 萬
Dixon Hughes Goodman Wealth Advisors LLC45$8,000
SJS Investment Consulting Inc.3$1,000