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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1,126 | $20.8 萬 | 0.01% | +589+109.7% | 加碼 |
| Apollon Wealth Management, LLC | 1,131 | $20.9 萬 | 0.02% | +1,131 | 新進 |
| Blueshift Asset Management, LLC | 1,163 | $21.5 萬 | 0.04% | +1,163 | 新進 |
| XML Financial, LLC | 1,176 | $21.7 萬 | 0.05% | +1+0.1% | 加碼 |
| Great Diamond Partners, LLC | 1,193 | $22.0 萬 | 0.07% | −311−20.7% | 減碼 |
| EP Wealth Advisors, LLC | 1,197 | $22.1 萬 | 0.00% | +1,197 | 新進 |
| Panagora Asset Management Inc | 1,212 | $22.4 萬 | 0.00% | +46+3.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 1,226 | $22.6 萬 | 0.02% | +86+7.5% | 加碼 |
| Wetherby Asset Management Inc | 1,228 | $22.7 萬 | 0.02% | +1,228 | 新進 |
| American International Group, Inc. | 1,243 | $22.9 萬 | 0.00% | −269−17.8% | 減碼 |
| Two Sigma Securities, LLC | 1,266 | $23.4 萬 | 0.04% | +1,266 | 新進 |
| CIBC Private Wealth Group, LLC | 1,293 | $23.9 萬 | 0.00% | −473−26.8% | 減碼 |
| Aquatic Capital Management LLC | 1,300 | $24.0 萬 | 0.08% | +1,300 | 新進 |
| Private Capital Group, LLC | 1,313 | $24.2 萬 | 0.18% | −86−6.1% | 減碼 |
| Symmetry Partners, LLC | 1,324 | $24.4 萬 | 0.02% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 1,344 | $24.7 萬 | 0.02% | +1,344 | 新進 |
| GWM Advisors LLC | 1,350 | $24.9 萬 | 0.00% | +1,350 | 新進 |
| Lido Advisors, LLC | 1,367 | $25.2 萬 | 0.01% | +1,367 | 新進 |
| Future Fund LLC | 1,450 | $26.7 萬 | 0.61% | −102−6.6% | 減碼 |
| CAPROCK Group, Inc. | 1,487 | $27.4 萬 | 0.03% | +1,487 | 新進 |
| Sanchez Wealth Management Group | 1,502 | $27.7 萬 | 0.14% | +2+0.1% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $28.3 萬 | 0.11% | 00.0% | 不變 |
| First Hawaiian Bank | 1,554 | $28.7 萬 | 0.01% | −407−20.8% | 減碼 |
| Pennsylvania Capital Management Inc | 1,572 | $29.0 萬 | 0.15% | 00.0% | 不變 |
| Creative Planning | 1,579 | $29.1 萬 | 0.00% | +1,579 | 新進 |
| Advisory Research Inc | 1,583 | $29.2 萬 | 0.03% | +1,583 | 新進 |
| Natixis Investment Managers International | 1,590 | $29.3 萬 | 0.01% | +1,590 | 新進 |
| Seeyond | 1,590 | $29.3 萬 | 0.03% | +1,590 | 新進 |
| Atria Wealth Solutions, Inc. | 1,600 | $29.5 萬 | 0.01% | +323+25.3% | 加碼 |
| Western Wealth Management, LLC | 1,616 | $29.7 萬 | 0.02% | −1,441−47.1% | 減碼 |
| Davenport & Co LLC | 1,623 | $29.9 萬 | 0.00% | +21+1.3% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,674 | $30.3 萬 | 0.22% | −73−4.2% | 減碼 |
| CWM Advisors, LLC | 1,640 | $30.3 萬 | 0.04% | +1,640 | 新進 |
| National Asset Management, Inc. | 1,674 | $31.0 萬 | 0.01% | +441+35.8% | 加碼 |
| Ieq Capital, LLC | 1,700 | $31.4 萬 | 0.01% | +464+37.5% | 加碼 |
| MONECO Advisors, LLC | 1,712 | $31.6 萬 | 0.12% | +1+0.1% | 加碼 |
| YHB Investment Advisors, Inc. | 1,780 | $32.8 萬 | 0.03% | 00.0% | 不變 |
| Intrust Bank NA | 1,786 | $33.0 萬 | 0.05% | +564+46.2% | 加碼 |
| American Portfolios Advisors | 1,793 | $33.1 萬 | 0.01% | +1,760+5,333.3% | 加碼 |
| BMS Financial Advisors, LLC | 1,792 | $33.1 萬 | 0.22% | +1,792 | 新進 |
| Moody Lynn & Lieberson, LLC | 1,800 | $33.2 萬 | 0.03% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 1,829 | $33.7 萬 | 0.04% | +1,829 | 新進 |
| HighTower Trust Services, LTA | 3,936 | $34.0 萬 | 0.06% | +3,936 | 新進 |
| Umb Bank N A | 1,863 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Vestcor Inc | 1,864 | $34.4 萬 | 0.01% | +1,864 | 新進 |
| Legacy Wealth Planning, LLC | 1,881 | $34.7 萬 | 0.50% | 00.0% | 不變 |
| Ssi Investment Management LLC | 1,884 | $34.8 萬 | 0.02% | 00.0% | 不變 |
| Merit Financial Group, LLC | 1,889 | $34.8 萬 | 0.01% | +1,889 | 新進 |
| Guggenheim Capital LLC | 1,926 | $35.6 萬 | 0.00% | −1,970−50.6% | 減碼 |
| Prudential PLC | 1,947 | $35.9 萬 | 0.01% | +1,947 | 新進 |
| Franklin Resources Inc | 1,998 | $36.8 萬 | 0.00% | +450+29.1% | 加碼 |
| Corient Capital Partners, LLC | 2,007 | $37.0 萬 | 0.03% | +302+17.7% | 加碼 |
| Integrated Investment Consultants, LLC | 2,030 | $37.4 萬 | 0.14% | −900−30.7% | 減碼 |
| BTC Capital Management, Inc. | 2,040 | $37.5 萬 | 0.05% | −259−11.3% | 減碼 |
| MAI Capital Management | 2,042 | $37.7 萬 | 0.01% | +41+2.0% | 加碼 |
| Yousif Capital Management, LLC | 2,049 | $37.8 萬 | 0.00% | −375−15.5% | 減碼 |
| Pzena Investment Management LLC | 2,072 | $38.2 萬 | 0.00% | +607+41.4% | 加碼 |
| Bank of Nova Scotia | 2,120 | $39.1 萬 | 0.00% | −22,673−91.4% | 減碼 |
| Greenleaf Trust | 2,118 | $39.1 萬 | 0.01% | +175+9.0% | 加碼 |
| Bessemer Group Inc | 2,137 | $39.5 萬 | 0.00% | +1,564+272.9% | 加碼 |
| KBC Group NV | 2,156 | $39.7 萬 | 0.00% | +2,156 | 新進 |
| ICA Group Wealth Management, LLC | 1,799 | $40.4 萬 | 0.08% | +477+36.1% | 加碼 |
| Winton Group Ltd | 2,275 | $42.0 萬 | 0.02% | −1,485−39.5% | 減碼 |
| Parallel Advisors, LLC | 2,300 | $42.4 萬 | 0.02% | +34+1.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,299 | $42.4 萬 | 0.00% | +2,299 | 新進 |
| London Co of Virginia | 2,314 | $42.7 萬 | 0.00% | +44+1.9% | 加碼 |
| IHT Wealth Management, LLC | 2,324 | $42.9 萬 | 0.04% | +10.0% | 加碼 |
| Zeke Capital Advisors, LLC | 2,356 | $43.5 萬 | 0.03% | −141−5.6% | 減碼 |
| Wealth Alliance | 2,384 | $44.0 萬 | 0.08% | +538+29.1% | 加碼 |
| Bellwether Advisors, LLC | 2,422 | $44.6 萬 | 0.14% | +2,422 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,450 | $45.2 萬 | 0.03% | +2,450 | 新進 |
| Globeflex Capital L P | 2,462 | $45.4 萬 | 0.11% | 00.0% | 不變 |
| Stelac Advisory Services LLC | 2,486 | $45.9 萬 | 0.18% | +2,486 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 2,535 | $46.8 萬 | 0.01% | +2,535 | 新進 |
| APG Asset Management N.V. | 2,700 | $47.6 萬 | 0.00% | +2,700 | 新進 |
| Exchange Traded Concepts, LLC | 2,623 | $48.4 萬 | 0.01% | +2,623 | 新進 |
| Laurel Wealth Advisors, Inc. | 2,642 | $48.7 萬 | 0.05% | +12+0.5% | 加碼 |
| Harvest Investment Services, LLC | 2,658 | $49.0 萬 | 0.38% | +427+19.1% | 加碼 |
| HighPoint Advisor Group LLC | 2,805 | $49.5 萬 | 0.05% | +2,805 | 新進 |
| Cullen/Frost Bankers, Inc. | 2,700 | $49.8 萬 | 0.01% | 00.0% | 不變 |
| Leuthold Group, LLC | 2,745 | $50.6 萬 | 0.07% | −575−17.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,744 | $50.6 萬 | 0.01% | +138+5.3% | 加碼 |
| AlphaCrest Capital Management LLC | 2,761 | $50.9 萬 | 0.02% | −2,829−50.6% | 減碼 |
| Alera Investment Advisors, LLC | 2,761 | $51.0 萬 | 0.14% | +2,761 | 新進 |
| Ritholtz Wealth Management | 2,860 | $52.8 萬 | 0.03% | −649−18.5% | 減碼 |
| Jump Financial, LLC | 2,917 | $53.8 萬 | 0.02% | +1,060+57.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 3,000 | $55.3 萬 | 0.00% | +3,000 | 新進 |
| Heritage Wealth Management, LLC | 2,999 | $55.3 萬 | 0.18% | +379+14.5% | 加碼 |
| Citadel Advisors LLC | 3,082 | $56.9 萬 | 0.00% | −91,880−96.8% | 減碼 |
| Sawtooth Solutions, LLC | 3,087 | $57.0 萬 | 0.07% | +531+20.8% | 加碼 |
| Ethic Inc. | 3,096 | $57.1 萬 | 0.04% | +1,185+62.0% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,110 | $57.3 萬 | 0.16% | 00.0% | 不變 |
| Balasa Dinverno & Foltz LLC | 3,108 | $57.3 萬 | 0.04% | +3,108 | 新進 |
| Mercer Global Advisors Inc | 3,133 | $57.8 萬 | 0.00% | +481+18.1% | 加碼 |
| Archer Investment Corp | 3,173 | $58.5 萬 | 0.24% | −237−7.0% | 減碼 |
| Bickling Financial Services, Inc. | 3,274 | $60.4 萬 | 0.38% | −113−3.3% | 減碼 |
| Prelude Capital Management, LLC | 3,282 | $60.5 萬 | 0.03% | −174−5.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,309 | $61.0 萬 | 0.06% | −314−8.7% | 減碼 |
| KB Financial Partners, LLC | 3,327 | $61.4 萬 | 0.21% | −79−2.3% | 減碼 |
| Independent Advisor Alliance | 3,355 | $61.9 萬 | 0.03% | −199−5.6% | 減碼 |