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 |
|---|---|---|---|---|---|
| Comerica Bank | 63,807 | $1,193 萬 | 0.10% | +5,667+9.7% | 加碼 |
| LPL Financial LLC | 64,228 | $1,185 萬 | 0.01% | +8,538+15.3% | 加碼 |
| Walleye Capital LLC | 62,916 | $1,161 萬 | 0.33% | +27,373+77.0% | 加碼 |
| US Bancorp | 62,371 | $1,151 萬 | 0.02% | +4,366+7.5% | 加碼 |
| Venturi Wealth Management, LLC | 58,354 | $1,077 萬 | 0.96% | −2,970−4.8% | 減碼 |
| State of Wisconsin Investment Board | 56,096 | $1,035 萬 | 0.03% | −16,012−22.2% | 減碼 |
| Moneta Group Investment Advisors LLC | 54,819 | $1,011 萬 | 0.35% | +52,454+2,217.9% | 加碼 |
| Allianz Asset Management GmbH | 54,513 | $1,006 萬 | 0.01% | −40,360−42.5% | 減碼 |
| Calamos Advisors LLC | 54,291 | $1,002 萬 | 0.04% | −3,570−6.2% | 減碼 |
| BlueMar Capital Management, LLC | 51,121 | $943.1 萬 | 6.33% | −35,785−41.2% | 減碼 |
| Brant Point Investment Management LLC | 49,700 | $916.9 萬 | 2.25% | −7,063−12.4% | 減碼 |
| Castleark Management LLC | 48,125 | $887.8 萬 | 0.48% | −2,440−4.8% | 減碼 |
| Nomura Asset Management Co Ltd | 48,095 | $887.3 萬 | 0.06% | +9,954+26.1% | 加碼 |
| Janney Montgomery Scott LLC | 47,536 | $877.8 萬 | 0.04% | −1,926−3.9% | 減碼 |
| Bamco Inc | 47,400 | $874.4 萬 | 0.03% | +35,300+291.7% | 加碼 |
| Icon Advisers Inc | 47,132 | $869.5 萬 | 2.01% | −1,800−3.7% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 47,100 | $868.9 萬 | 0.08% | +47,100 | 新進 |
| Great Lakes Advisors, LLC | 46,838 | $864.1 萬 | 0.17% | +46,838 | 新進 |
| PFS Investments Inc. | 46,192 | $852.1 萬 | 0.17% | +5,762+14.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 46,053 | $849.6 萬 | 0.02% | +41,451+900.7% | 加碼 |
| Truist Financial Corp | 45,837 | $845.6 萬 | 0.02% | +4,391+10.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 45,652 | $842.2 萬 | 0.03% | 00.0% | 不變 |
| 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 |
| Advisor Group Holdings, Inc. | 44,057 | $811.9 萬 | 0.02% | +14,826+50.7% | 加碼 |
| Kennedy Capital Management, Inc. | 43,223 | $797.4 萬 | 0.22% | −716−1.6% | 減碼 |
| Community Trust & Investment Co | 41,823 | $771.6 萬 | 0.71% | +326+0.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,159 | $759.3 萬 | 0.18% | +5,371+15.0% | 加碼 |
| Public Employees Retirement System of Ohio | 40,489 | $746.9 萬 | 0.03% | −1,709−4.0% | 減碼 |
| Hudson Bay Capital Management LP | 40,000 | $737.9 萬 | 0.07% | +40,000 | 新進 |
| Phase 2 Partners, LLC | 39,932 | $736.7 萬 | 3.79% | −26,585−40.0% | 減碼 |
| Natixis Advisors, L.P. | 39,689 | $732.2 萬 | 0.03% | +15,093+61.4% | 加碼 |
| Point72 Europe (London) LLP | 38,676 | $713.5 萬 | 2.24% | −27,900−41.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 38,145 | $703.7 萬 | 0.02% | −6,247−14.1% | 減碼 |
| LMR Partners LLP | 37,844 | $698.1 萬 | 0.15% | −336,206−89.9% | 減碼 |
| Logan Capital Management Inc | 36,769 | $678.3 萬 | 0.39% | +32,169+699.3% | 加碼 |
| Amundi | 39,144 | $675.4 萬 | 0.01% | +39,144 | 新進 |
| Pathstone Family Office, LLC | 35,631 | $657.4 萬 | 0.14% | −720−2.0% | 減碼 |
| Lisanti Capital Growth, LLC | 34,830 | $642.5 萬 | 0.87% | +34,830 | 新進 |
| Treasurer of the State of North Carolina | 34,730 | $640.7 萬 | 0.04% | +4,413+14.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 34,683 | $639.8 萬 | 0.05% | −25,629−42.5% | 減碼 |
| Westpac Banking Corp | 34,538 | $637.2 萬 | 0.08% | +4,772+16.0% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 35,668 | $629.5 萬 | 0.94% | −3,213−8.3% | 減碼 |
| Distillate Capital Partners LLC | 33,826 | $624.0 萬 | 0.89% | −130−0.4% | 減碼 |
| Vident Investment Advisory, LLC | 33,822 | $623.9 萬 | 0.19% | −330−1.0% | 減碼 |
| Principal Financial Group Inc | 33,301 | $614.3 萬 | 0.00% | +16,496+98.2% | 加碼 |
| Advantage Alpha Capital Partners LP | 32,861 | $606.2 萬 | 1.05% | −11,520−26.0% | 減碼 |
| James Investment Research Inc | 31,571 | $582.4 萬 | 0.78% | −2,092−6.2% | 減碼 |
| Asset Management One Co.,Ltd. | 31,245 | $576.4 萬 | 0.03% | +31,245 | 新進 |
| Pictet Asset Management SA | 30,983 | $571.6 萬 | 0.01% | +25,842+502.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 30,100 | $555.3 萬 | 0.07% | +30,100 | 新進 |
| Assenagon Asset Management S.A. | 29,200 | $538.7 萬 | 0.02% | +4,864+20.0% | 加碼 |
| Canada Pension Plan Investment Board | 28,600 | $527.6 萬 | 0.01% | +20,800+266.7% | 加碼 |
| KWB Wealth | 28,198 | $520.2 萬 | 1.00% | −535−1.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 27,669 | $510.5 萬 | 0.01% | +26,448+2,166.1% | 加碼 |
| Gradient Investments LLC | 26,280 | $484.8 萬 | 0.14% | −17,870−40.5% | 減碼 |
| Private Advisor Group, LLC | 26,106 | $481.6 萬 | 0.04% | +2,390+10.1% | 加碼 |
| Rafferty Asset Management, LLC | 25,285 | $466.5 萬 | 0.04% | −14,777−36.9% | 減碼 |
| PEAK6 Investments LLC | 23,653 | $460.1 萬 | 0.11% | +23,416+9,880.2% | 加碼 |
| Verition Fund Management LLC | 24,669 | $455.1 萬 | 0.10% | +13,851+128.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,499 | $452.0 萬 | 0.03% | +13,698+126.8% | 加碼 |
| Lazard Asset Management LLC | 24,261 | $447.5 萬 | 0.01% | +24,261 | 新進 |
| Renaissance Technologies LLC | 24,200 | $446.4 萬 | 0.01% | +24,200 | 新進 |
| PDT Partners, LLC | 23,847 | $439.9 萬 | 0.39% | +15,518+186.3% | 加碼 |
| Stamina Capital Management LP | 23,800 | $439.1 萬 | 4.66% | +23,800 | 新進 |
| Catalyst Capital Advisors LLC | 23,550 | $434.5 萬 | 0.18% | −1,550−6.2% | 減碼 |
| Picton Mahoney Asset Management | 23,285 | $429.6 萬 | 0.18% | −4,235−15.4% | 減碼 |
| Korea Investment CORP | 23,200 | $428.0 萬 | 0.01% | +23,200 | 新進 |
| Bullseye Asset Management LLC | 22,769 | $420.1 萬 | 2.37% | +54+0.2% | 加碼 |
| Arizona State Retirement System | 22,343 | $412.2 萬 | 0.04% | +678+3.1% | 加碼 |
| Commonwealth Equity Services, LLC | 22,128 | $408.2 萬 | 0.01% | +788+3.7% | 加碼 |
| Jupiter Asset Management Ltd | 21,741 | $401.1 萬 | 0.06% | +21,741 | 新進 |
| First Republic Investment Management, Inc. | 21,637 | $399.2 萬 | 0.01% | +6,152+39.7% | 加碼 |
| Andra AP-fonden | 21,600 | $398.5 萬 | 0.11% | +21,600 | 新進 |
| Winthrop Advisory Group LLC | 21,313 | $393.2 萬 | 0.92% | −200−0.9% | 減碼 |
| Bank of Montreal | 20,308 | $389.0 萬 | 0.00% | +13,759+210.1% | 加碼 |
| Amalgamated Bank | 20,873 | $385.1 萬 | 0.04% | +2,418+13.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,637 | $380.7 萬 | 0.02% | +20,637 | 新進 |
| Bowling Portfolio Management LLC | 20,627 | $380.5 萬 | 0.96% | −89−0.4% | 減碼 |
| Captrust Financial Advisors | 20,528 | $378.7 萬 | 0.02% | −1,282−5.9% | 減碼 |
| Chase Investment Counsel Corp | 20,469 | $377.6 萬 | 2.04% | +20,469 | 新進 |
| Great West Life Assurance Co | 20,376 | $376.2 萬 | 0.01% | +13,713+205.8% | 加碼 |
| Swiss Life Asset Management Ltd | 20,356 | $375.6 萬 | 0.06% | +20,356 | 新進 |
| SG Americas Securities, LLC | 20,132 | $371.4 萬 | 0.05% | +10,528+109.6% | 加碼 |
| Illinois Municipal Retirement Fund | 19,686 | $363.2 萬 | 0.09% | +6,890+53.8% | 加碼 |
| Otter Creek Advisors, LLC | 19,616 | $361.9 萬 | 3.25% | −6,042−23.5% | 減碼 |
| Ensign Peak Advisors, Inc | 19,300 | $356.1 萬 | 0.01% | +2,110+12.3% | 加碼 |
| Capital Fund Management S.A. | 19,103 | $352.4 萬 | 0.09% | +1,837+10.6% | 加碼 |
| TD Private Client Wealth LLC | 18,537 | $342.0 萬 | 0.17% | +88+0.5% | 加碼 |
| Toronto Dominion Bank | 17,865 | $329.5 萬 | 0.01% | +17,865 | 新進 |
| Verdence Capital Advisors LLC | 17,257 | $318.4 萬 | 0.41% | −95−0.5% | 減碼 |
| UBS Group AG | 17,233 | $317.9 萬 | 0.00% | −51,409−74.9% | 減碼 |
| Heron Bay Capital Management | 17,153 | $316.4 萬 | 1.92% | −7,174−29.5% | 減碼 |
| HSBC Holdings PLC | 16,778 | $309.9 萬 | 0.00% | +5,419+47.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 16,734 | $308.7 萬 | 0.34% | +46+0.3% | 加碼 |
| NewEdge Wealth, LLC | 16,509 | $304.6 萬 | 0.14% | +6,509+65.1% | 加碼 |
| MML Investors Services, LLC | 16,320 | $301.1 萬 | 0.02% | +10,800+195.7% | 加碼 |
| Daiwa Securities Group Inc. | 15,677 | $289.3 萬 | 0.02% | +133+0.9% | 加碼 |
| Nomura Holdings Inc | 15,931 | $288.5 萬 | 0.03% | −66,145−80.6% | 減碼 |
| Two Sigma Advisers, LP | 15,400 | $284.1 萬 | 0.01% | −17,200−52.8% | 減碼 |