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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 14,765 | $272.4 萬 | 0.05% | −11,986−44.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 14,262 | $263.0 萬 | 0.01% | +14,262 | 新進 |
| Utah Retirement Systems | 14,209 | $262.1 萬 | 0.04% | 00.0% | 不變 |
| Kames Capital plc | 14,141 | $260.9 萬 | 0.05% | +687+5.1% | 加碼 |
| Congress Asset Management Co | 14,084 | $259.8 萬 | 0.02% | +515+3.8% | 加碼 |
| Tocqueville Asset Management L.P. | 14,070 | $259.6 萬 | 0.05% | −1,001−6.6% | 減碼 |
| Dana Investment Advisors, Inc. | 13,891 | $256.3 萬 | 0.13% | −800−5.4% | 減碼 |
| IFM Investors Pty Ltd | 13,620 | $251.3 萬 | 0.04% | +13,620 | 新進 |
| Forsta Ap-Fonden | 13,500 | $249.0 萬 | 0.03% | +13,500 | 新進 |
| Gulf International Bank (UK) Ltd | 13,230 | $246.5 萬 | 0.04% | +13,230 | 新進 |
| Impax Asset Management Group plc | 13,245 | $244.3 萬 | 0.01% | 00.0% | 不變 |
| CIBC World Markets Inc. | 12,733 | $234.9 萬 | 0.01% | 00.0% | 不變 |
| FDx Advisors, Inc. | 12,575 | $232.0 萬 | 0.09% | +294+2.4% | 加碼 |
| Atria Investments LLC | 12,500 | $230.6 萬 | 0.05% | +529+4.4% | 加碼 |
| Teacher Retirement System of Texas | 12,337 | $227.6 萬 | 0.02% | −3,936−24.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 12,110 | $223.4 萬 | 0.02% | +12,110 | 新進 |
| Yorktown Management & Research Co Inc | 12,000 | $221.4 萬 | 2.86% | −200−1.6% | 減碼 |
| National Bank of Canada | 11,802 | $217.5 萬 | 0.01% | −298−2.5% | 減碼 |
| Handelsbanken Fonder AB | 11,681 | $215.5 萬 | 0.01% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 11,190 | $206.4 萬 | 0.24% | −71−0.6% | 減碼 |
| Eagle Rock Investment Company, LLC | 10,992 | $202.8 萬 | 0.50% | −84−0.8% | 減碼 |
| Gillson Capital LP | 10,890 | $200.9 萬 | 0.19% | +10,890 | 新進 |
| Bokf, NA | 10,854 | $200.2 萬 | 0.04% | −113−1.0% | 減碼 |
| Point72 Asset Management, L.P. | 10,800 | $199.2 萬 | 0.01% | −56,300−83.9% | 減碼 |
| Symphony Financial, Ltd. Co. | 10,627 | $198.0 萬 | 0.59% | 00.0% | 不變 |
| Trexquant Investment LP | 10,701 | $197.4 萬 | 0.09% | +10,701 | 新進 |
| Parallax Volatility Advisers, L.P. | 10,653 | $196.5 萬 | 0.00% | +10,653 | 新進 |
| Caldwell Trust Co | 10,424 | $192.3 萬 | 0.26% | −110−1.0% | 減碼 |
| Retirement Capital Strategies | 10,041 | $185.3 萬 | 0.83% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 10,000 | $184.5 萬 | 0.27% | +10,000 | 新進 |
| Public Employees Retirement Association of Colorado | 9,798 | $180.8 萬 | 0.01% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 9,695 | $178.8 萬 | 0.00% | +2,183+29.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 10,188 | $177.6 萬 | 0.00% | +10,188 | 新進 |
| Prudential Financial Inc | 9,420 | $175.5 萬 | 0.00% | +2,844+43.2% | 加碼 |
| Xponance, Inc. | 9,418 | $173.7 萬 | 0.03% | +390+4.3% | 加碼 |
| Oliver Luxxe Assets LLC | 9,393 | $173.3 萬 | 0.51% | −3,867−29.2% | 減碼 |
| Lincoln National Corp | 9,322 | $172.0 萬 | 0.04% | +9,322 | 新進 |
| British Columbia Investment Management Corp | 9,285 | $171.3 萬 | 0.02% | +9,285 | 新進 |
| Tudor Investment Corp Et Al | 9,034 | $166.7 萬 | 0.05% | +3,899+75.9% | 加碼 |
| Aquila Investment Management LLC | 9,000 | $166.0 萬 | 1.18% | −7,000−43.8% | 減碼 |
| Eqis Capital Management, Inc. | 8,903 | $164.2 萬 | 0.18% | −2,824−24.1% | 減碼 |
| Nissay Asset Management Corp | 8,733 | $161.1 萬 | 0.02% | +8,733 | 新進 |
| Storebrand Asset Management AS | 8,664 | $159.8 萬 | 0.01% | +8,664 | 新進 |
| Nicholas Investment Partners, LP | 8,399 | $154.9 萬 | 0.15% | +925+12.4% | 加碼 |
| ClariVest Asset Management LLC | 7,928 | $146.3 萬 | 0.06% | +7,897+25,474.2% | 加碼 |
| Sumitomo Life Insurance Co | 7,919 | $146.1 萬 | 0.04% | +84+1.1% | 加碼 |
| Clark Capital Management Group, Inc. | 7,886 | $145.5 萬 | 0.02% | +113+1.5% | 加碼 |
| Congress Wealth Management LLC | 7,882 | $145.5 萬 | 0.04% | +395+5.3% | 加碼 |
| TrimTabs Asset Management, LLC | 7,819 | $144.2 萬 | 0.88% | −318−3.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 7,876 | $144.1 萬 | 0.00% | +7,876 | 新進 |
| JustInvest LLC | 7,786 | $143.6 萬 | 0.07% | +1,578+25.4% | 加碼 |
| Advisors Asset Management, Inc. | 7,663 | $141.4 萬 | 0.03% | +7,663 | 新進 |
| Shell Asset Management Co | 7,659 | $141.3 萬 | 0.04% | −892−10.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,587 | $140.0 萬 | 0.00% | −703−8.5% | 減碼 |
| Pitcairn Co | 7,525 | $138.8 萬 | 0.15% | −1,054−12.3% | 減碼 |
| Prospera Financial Services Inc | 7,364 | $135.9 萬 | 0.07% | +6,148+505.6% | 加碼 |
| Brown Brothers Harriman & Co | 7,288 | $134.4 萬 | 0.01% | +357+5.2% | 加碼 |
| King Luther Capital Management Corp | 7,255 | $133.8 萬 | 0.01% | −1,375−15.9% | 減碼 |
| Macquarie Group Ltd | 7,087 | $130.7 萬 | 0.00% | +4,617+186.9% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 7,000 | $129.1 萬 | 0.35% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 6,966 | $128.6 萬 | 0.02% | +347+5.2% | 加碼 |
| Van Leeuwen & Company, LLC | 6,897 | $127.2 萬 | 1.07% | +275+4.2% | 加碼 |
| Millennium Management LLC | 6,855 | $126.5 萬 | 0.00% | −69,146−91.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,807 | $125.6 萬 | 0.00% | +6,807 | 新進 |
| Park Avenue Securities LLC | 6,662 | $122.9 萬 | 0.02% | +3,170+90.8% | 加碼 |
| Man Group plc | – | $121.8 萬 | 0.01% | – | – |
| Nisa Investment Advisors, LLC | 6,531 | $120.5 萬 | 0.01% | +4,273+189.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 6,500 | $119.9 萬 | 0.01% | −16,500−71.7% | 減碼 |
| Bridgewater Associates, LP | 6,424 | $118.5 萬 | 0.01% | −7,018−52.2% | 減碼 |
| Boston Private Wealth LLC | 6,303 | $116.3 萬 | 0.02% | +6,303 | 新進 |
| Oregon Public Employees Retirement Fund | 6,300 | $116.2 萬 | 0.02% | +6,300 | 新進 |
| Kestra Advisory Services, LLC | 6,250 | $115.3 萬 | 0.01% | +1,477+30.9% | 加碼 |
| Jane Street Group, LLC | 6,141 | $113.3 萬 | 0.00% | −73,208−92.3% | 減碼 |
| Cordatus Wealth Management LLC | 6,123 | $113.0 萬 | 0.53% | +6,123 | 新進 |
| Capital Asset Advisory Services LLC | 6,045 | $111.5 萬 | 0.12% | +132+2.2% | 加碼 |
| Maryland State Retirement & Pension System | 6,006 | $110.8 萬 | 0.04% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 5,905 | $108.9 萬 | 0.09% | 00.0% | 不變 |
| HRT Financial LP | 5,881 | $108.4 萬 | 0.01% | −34,445−85.4% | 減碼 |
| Brinker Capital Investments, LLC | 5,773 | $106.5 萬 | 0.02% | +5,773 | 新進 |
| ProShare Advisors LLC | 5,663 | $104.5 萬 | 0.00% | −1,163−17.0% | 減碼 |
| Cerity Partners LLC | 5,494 | $101.3 萬 | 0.01% | +266+5.1% | 加碼 |
| Level Four Advisory Services, LLC | 5,422 | $100.0 萬 | 0.09% | +4,050+295.2% | 加碼 |
| Maven Securities LTD | 5,400 | $99.6 萬 | 0.18% | +195+3.7% | 加碼 |
| Advisor OS, LLC | 5,394 | $99.5 萬 | 0.29% | +536+11.0% | 加碼 |
| STRS Ohio | 5,381 | $99.2 萬 | 0.00% | −2,076−27.8% | 減碼 |
| LVW Advisors, LLC | 5,290 | $97.6 萬 | 0.20% | +243+4.8% | 加碼 |
| Walleye Trading LLC | 5,276 | $97.3 萬 | 0.02% | +5,276 | 新進 |
| Kestra Private Wealth Services, LLC | 5,093 | $94.0 萬 | 0.05% | −196−3.7% | 減碼 |
| Fulton Bank, N.A. | 5,067 | $93.5 萬 | 0.05% | −194−3.7% | 減碼 |
| MetLife Investment Management | 4,936 | $91.1 萬 | 0.01% | −215−4.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 4,935 | $91.0 萬 | 0.00% | +552+12.6% | 加碼 |
| Raymond James Trust N.A. | 4,920 | $90.8 萬 | 0.03% | −280−5.4% | 減碼 |
| TownSquare Capital, LLC | 4,843 | $89.3 萬 | 0.03% | +510+11.8% | 加碼 |
| Financial Advocates Investment Management | 4,823 | $89.0 萬 | 0.07% | +23+0.5% | 加碼 |
| Cinctive Capital Management LP | 4,824 | $89.0 萬 | 0.04% | +4,824 | 新進 |
| Nordea Investment Management AB | 4,937 | $87.9 萬 | 0.00% | −84,230−94.5% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 4,626 | $85.3 萬 | 0.01% | −104,550−95.8% | 減碼 |
| Baird Financial Group, Inc. | 4,581 | $84.5 萬 | 0.00% | −61−1.3% | 減碼 |
| Advisory Services Network, LLC | 4,520 | $83.4 萬 | 0.03% | +2,950+187.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,449 | $82.1 萬 | 0.21% | 00.0% | 不變 |