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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 38,145 | $703.7 萬 | 0.02% | −6,247−14.1% | 減碼 |
| Point72 Europe (London) LLP | 38,676 | $713.5 萬 | 2.24% | −27,900−41.9% | 減碼 |
| Natixis Advisors, L.P. | 39,689 | $732.2 萬 | 0.03% | +15,093+61.4% | 加碼 |
| Phase 2 Partners, LLC | 39,932 | $736.7 萬 | 3.79% | −26,585−40.0% | 減碼 |
| Hudson Bay Capital Management LP | 40,000 | $737.9 萬 | 0.07% | +40,000 | 新進 |
| Public Employees Retirement System of Ohio | 40,489 | $746.9 萬 | 0.03% | −1,709−4.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,159 | $759.3 萬 | 0.18% | +5,371+15.0% | 加碼 |
| Community Trust & Investment Co | 41,823 | $771.6 萬 | 0.71% | +326+0.8% | 加碼 |
| Kennedy Capital Management, Inc. | 43,223 | $797.4 萬 | 0.22% | −716−1.6% | 減碼 |
| Advisor Group Holdings, Inc. | 44,057 | $811.9 萬 | 0.02% | +14,826+50.7% | 加碼 |
| Ameriprise Financial Inc | 45,543 | $840.1 萬 | 0.00% | −14,864−24.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 45,540 | $840.1 萬 | 0.48% | +5,157+12.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 45,652 | $842.2 萬 | 0.03% | 00.0% | 不變 |
| Truist Financial Corp | 45,837 | $845.6 萬 | 0.02% | +4,391+10.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 46,053 | $849.6 萬 | 0.02% | +41,451+900.7% | 加碼 |
| PFS Investments Inc. | 46,192 | $852.1 萬 | 0.17% | +5,762+14.3% | 加碼 |
| Great Lakes Advisors, LLC | 46,838 | $864.1 萬 | 0.17% | +46,838 | 新進 |
| Mn Services Vermogensbeheer B.V. | 47,100 | $868.9 萬 | 0.08% | +47,100 | 新進 |
| Icon Advisers Inc | 47,132 | $869.5 萬 | 2.01% | −1,800−3.7% | 減碼 |
| Bamco Inc | 47,400 | $874.4 萬 | 0.03% | +35,300+291.7% | 加碼 |
| Janney Montgomery Scott LLC | 47,536 | $877.8 萬 | 0.04% | −1,926−3.9% | 減碼 |
| Nomura Asset Management Co Ltd | 48,095 | $887.3 萬 | 0.06% | +9,954+26.1% | 加碼 |
| Castleark Management LLC | 48,125 | $887.8 萬 | 0.48% | −2,440−4.8% | 減碼 |
| Brant Point Investment Management LLC | 49,700 | $916.9 萬 | 2.25% | −7,063−12.4% | 減碼 |
| BlueMar Capital Management, LLC | 51,121 | $943.1 萬 | 6.33% | −35,785−41.2% | 減碼 |
| Calamos Advisors LLC | 54,291 | $1,002 萬 | 0.04% | −3,570−6.2% | 減碼 |
| Allianz Asset Management GmbH | 54,513 | $1,006 萬 | 0.01% | −40,360−42.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 54,819 | $1,011 萬 | 0.35% | +52,454+2,217.9% | 加碼 |
| State of Wisconsin Investment Board | 56,096 | $1,035 萬 | 0.03% | −16,012−22.2% | 減碼 |
| Venturi Wealth Management, LLC | 58,354 | $1,077 萬 | 0.96% | −2,970−4.8% | 減碼 |
| US Bancorp | 62,371 | $1,151 萬 | 0.02% | +4,366+7.5% | 加碼 |
| Walleye Capital LLC | 62,916 | $1,161 萬 | 0.33% | +27,373+77.0% | 加碼 |
| LPL Financial LLC | 64,228 | $1,185 萬 | 0.01% | +8,538+15.3% | 加碼 |
| Comerica Bank | 63,807 | $1,193 萬 | 0.10% | +5,667+9.7% | 加碼 |
| Aviva PLC | 65,252 | $1,204 萬 | 0.06% | +65,252 | 新進 |
| Susquehanna International Group, LLP | 65,631 | $1,211 萬 | 0.03% | −1,039−1.6% | 減碼 |
| Westwood Holdings Group Inc. | 66,537 | $1,228 萬 | 0.13% | +8,524+14.7% | 加碼 |
| Citigroup Inc | 68,599 | $1,266 萬 | 0.02% | +37,521+120.7% | 加碼 |
| Balyasny Asset Management LLC | 77,854 | $1,436 萬 | 0.06% | −94,063−54.7% | 減碼 |
| Reinhart Partners, Inc. | 79,905 | $1,474 萬 | 0.81% | −50,536−38.7% | 減碼 |
| Rhumbline Advisers | 79,929 | $1,475 萬 | 0.02% | +7,827+10.9% | 加碼 |
| AQR Capital Management LLC | 84,359 | $1,502 萬 | 0.03% | +1,317+1.6% | 加碼 |
| Barclays PLC | 84,335 | $1,556 萬 | 0.02% | −20,968−19.9% | 減碼 |
| Pinebridge Investments, L.P. | 84,372 | $1,557 萬 | 0.20% | −20,526−19.6% | 減碼 |
| Russell Investments Group, Ltd. | 90,329 | $1,667 萬 | 0.03% | +37,962+72.5% | 加碼 |
| Driehaus Capital Management LLC | 90,808 | $1,675 萬 | 0.27% | +18,962+26.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 93,067 | $1,717 萬 | 0.04% | −5,350−5.4% | 減碼 |
| Boston Partners | 106,080 | $1,958 萬 | 0.03% | −21,053−16.6% | 減碼 |
| Thornburg Investment Management Inc | 107,067 | $1,975 萬 | 0.30% | −23,116−17.8% | 減碼 |
| Sirios Capital Management L P | 108,317 | $1,998 萬 | 3.61% | +48,775+81.9% | 加碼 |
| William Blair Investment Management, LLC | 109,515 | $2,020 萬 | 0.07% | −63,313−36.6% | 減碼 |
| Credit Suisse AG | 113,734 | $2,098 萬 | 0.02% | +21,513+23.3% | 加碼 |
| Polar Capital Holdings Plc | 120,262 | $2,219 萬 | 0.17% | −9,596−7.4% | 減碼 |
| Employees Retirement System of Texas | 121,988 | $2,250 萬 | 0.32% | −22,000−15.3% | 減碼 |
| New York State Common Retirement Fund | 122,775 | $2,265 萬 | 0.03% | +21,720+21.5% | 加碼 |
| Deutsche Bank AG | 126,361 | $2,331 萬 | 0.01% | +117,570+1,337.4% | 加碼 |
| California State Teachers Retirement System | 133,565 | $2,464 萬 | 0.04% | +30,647+29.8% | 加碼 |
| First Trust Advisors LP | 136,708 | $2,522 萬 | 0.03% | +1,196+0.9% | 加碼 |
| Federated Hermes, Inc. | 138,176 | $2,549 萬 | 0.07% | −132,361−48.9% | 減碼 |
| Stifel Financial Corp | 143,176 | $2,641 萬 | 0.04% | +23,781+19.9% | 加碼 |
| Governors Lane LP | 143,200 | $2,642 萬 | 2.24% | +55,900+64.0% | 加碼 |
| California Public Employees Retirement System | 157,863 | $2,912 萬 | 0.03% | −9,672−5.8% | 減碼 |
| Cookson Peirce & Co Inc | 159,686 | $2,946 萬 | 2.03% | +9,050+6.0% | 加碼 |
| Cornerstone Investment Partners, LLC | 183,244 | $3,381 萬 | 2.27% | −426−0.2% | 減碼 |
| Royal Bank of Canada | 184,939 | $3,412 萬 | 0.01% | +58,712+46.5% | 加碼 |
| Iridian Asset Management LLC | 185,922 | $3,430 萬 | 2.81% | −13,785−6.9% | 減碼 |
| Trillium Asset Management, LLC | 186,753 | $3,480 萬 | 1.07% | −12,643−6.3% | 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 |
| Maverick Capital Ltd大師Maverick 資本 | 201,371 | $3,715 萬 | 0.93% | −183,696−47.7% | 減碼 |
| Eaton Vance Management | 203,308 | $3,751 萬 | 0.05% | +17,580+9.5% | 加碼 |
| Fort Washington Investment Advisors Inc | 204,124 | $3,766 萬 | 0.29% | 00.0% | 不變 |
| Cramer Rosenthal McGlynn LLC | 214,502 | $3,957 萬 | 1.82% | −1,684−0.8% | 減碼 |
| Eminence Capital, LP | 224,897 | $4,149 萬 | 0.82% | +224,897 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 228,303 | $4,212 萬 | 0.03% | +222,983+4,191.4% | 加碼 |
| Envestnet Asset Management Inc | 231,093 | $4,263 萬 | 0.02% | +83,083+56.1% | 加碼 |
| Engle Capital Management, L.P. | 236,000 | $4,354 萬 | 17.27% | −134,000−36.2% | 減碼 |
| UBS Asset Management Americas Inc | 241,333 | $4,452 萬 | 0.02% | −93,436−27.9% | 減碼 |
| Azora Capital LP | 248,918 | $4,592 萬 | 11.25% | +35,617+16.7% | 加碼 |
| Commerce Bank | 250,128 | $4,614 萬 | 0.38% | +10,380+4.3% | 加碼 |
| CIBC Asset Management Inc | 252,182 | $4,652 萬 | 0.19% | −49,039−16.3% | 減碼 |
| Raymond James & Associates | 253,252 | $4,672 萬 | 0.05% | −7,098−2.7% | 減碼 |
| Primecap Management Co | 272,000 | $5,018 萬 | 0.04% | +10,000+3.8% | 加碼 |
| FIL Ltd | 295,534 | $5,452 萬 | 0.06% | −35,085−10.6% | 減碼 |
| Legal & General Group Plc | 306,646 | $5,657 萬 | 0.02% | +220,806+257.2% | 加碼 |
| TD Asset Management Inc | 308,139 | $5,685 萬 | 0.07% | +10,645+3.6% | 加碼 |
| SEI Investments Co | 320,337 | $5,913 萬 | 0.13% | +146,803+84.6% | 加碼 |
| Epoch Investment Partners, Inc. | 335,318 | $6,186 萬 | 0.36% | +2,782+0.8% | 加碼 |
| Price T Rowe Associates Inc | 347,924 | $6,419 萬 | 0.01% | −94,390−21.3% | 減碼 |
| Morgan Stanley | 401,634 | $7,410 萬 | 0.01% | +198,490+97.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 402,963 | $7,434 萬 | 0.85% | −224,343−35.8% | 減碼 |
| Agf Investments Inc. | 415,000 | $7,656 萬 | 0.68% | +15,000+3.8% | 加碼 |
| Northern Trust Corp | 452,522 | $8,348 萬 | 0.02% | +82,500+22.3% | 加碼 |
| Bank of America Corp | 456,849 | $8,428 萬 | 0.01% | −65,314−12.5% | 減碼 |
| Goldman Sachs Group Inc | 490,394 | $9,047 萬 | 0.03% | +32,866+7.2% | 加碼 |
| Victory Capital Management Inc | 516,957 | $9,537 萬 | 0.11% | −148,058−22.3% | 減碼 |
| Artemis Investment Management LLP | 523,936 | $9,684 萬 | 1.00% | −90,714−14.8% | 減碼 |
| Fairview Capital Investment Management, LLC | 550,938 | $1.02 億 | 7.05% | −46,617−7.8% | 減碼 |
| First Pacific Advisors, LP | 562,306 | $1.04 億 | 1.54% | −71,406−11.3% | 減碼 |
| Wells Fargo & Company | 579,422 | $1.07 億 | 0.03% | −70,076−10.8% | 減碼 |
| Argent Capital Management LLC | 588,994 | $1.09 億 | 4.12% | −12,512−2.1% | 減碼 |