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 3 季 13F 持有人
LPL Financial Holdings Inc. 在 2022/9/30 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
- 583
- 較 2022 年第 2 季 +54 家
- 持有股數
- 7,872 萬
- 較 2022 年第 2 季 −302.6 萬 (−3.7%)
- 總市值
- $172.0 億
- 較 2022 年第 2 季 +$21.1 億 (+14.0%)
- 新進機構
- 93
- 另有 202 家加碼
- 清倉機構
- 39
- 另有 218 家減碼
另有 5 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,121,019 | $15.6 億 | 0.05% | +104,104+1.5% | 加碼 |
| Janus Henderson Group PLC | 5,777,092 | $12.6 億 | 0.95% | −1,378,059−19.3% | 減碼 |
| BlackRock Inc. | 4,836,280 | $10.6 億 | 0.04% | +338,360+7.5% | 加碼 |
| Capital Research Global Investors | 2,764,551 | $6.04 億 | 0.20% | +777,500+39.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,705,495 | $5.91 億 | 1.96% | +5,666+0.2% | 加碼 |
| Wellington Management Group LLP | 2,422,695 | $5.29 億 | 0.11% | −692,808−22.2% | 減碼 |
| WCM Investment Management, LLC | 2,394,492 | $5.18 億 | 1.86% | +860,943+56.1% | 加碼 |
| FMR LLC | 2,166,991 | $4.73 億 | 0.05% | −118,317−5.2% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,980,362 | $4.33 億 | 4.08% | −308,789−13.5% | 減碼 |
| Clarkston Capital Partners, LLC | 1,860,718 | $4.07 億 | 7.99% | −171,115−8.4% | 減碼 |
| Alliancebernstein L.P. | 1,685,460 | $3.68 億 | 0.18% | −162,524−8.8% | 減碼 |
| Invesco Ltd. | 1,666,926 | $3.64 億 | 0.12% | −462,283−21.7% | 減碼 |
| State Street Corp | 1,633,513 | $3.57 億 | 0.02% | +23,686+1.5% | 加碼 |
| Samlyn Capital, LLC | 1,617,269 | $3.53 億 | 6.74% | −464,429−22.3% | 減碼 |
| Eagle Asset Management Inc | 1,506,776 | $3.29 億 | 2.15% | −202,419−11.8% | 減碼 |
| JPMorgan Chase & Co | 1,499,815 | $3.28 億 | 0.05% | +89,235+6.3% | 加碼 |
| Egerton Capital (UK) LLP | 1,214,524 | $2.65 億 | 2.06% | +103,214+9.3% | 加碼 |
| Geode Capital Management, LLC | 1,113,477 | $2.43 億 | 0.04% | +36,691+3.4% | 加碼 |
| Nuveen Asset Management, LLC | 1,112,312 | $2.43 億 | 0.10% | −84,923−7.1% | 減碼 |
| Artisan Partners Limited Partnership | 941,580 | $2.06 億 | 0.36% | −245,123−20.7% | 減碼 |
| Dimensional Fund Advisors LP | 894,483 | $1.95 億 | 0.08% | −7,480−0.8% | 減碼 |
| Voya Investment Management LLC | 770,964 | $1.68 億 | 0.20% | −195,028−20.2% | 減碼 |
| Norges Bank | 768,692 | $1.68 億 | 0.04% | +46,639+6.5% | 加碼 |
| Bank of New York Mellon Corp | 715,375 | $1.56 億 | 0.04% | −432,594−37.7% | 減碼 |
| Westfield Capital Management Co LP | 688,932 | $1.51 億 | 1.20% | −125,754−15.4% | 減碼 |
| Standard Life Aberdeen plc | 687,114 | $1.50 億 | 0.45% | −52,123−7.1% | 減碼 |
| Southpoint Capital Advisors LP | 675,000 | $1.47 億 | 3.97% | −550,000−44.9% | 減碼 |
| Frontier Capital Management Co LLC | 668,499 | $1.46 億 | 1.71% | −156,914−19.0% | 減碼 |
| Darlington Partners Capital Management, LP | 664,355 | $1.45 億 | 12.02% | −239,511−26.5% | 減碼 |
| Jackson Square Partners, LLC | 631,856 | $1.38 億 | 3.62% | −46,122−6.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 588,884 | $1.29 億 | 0.23% | −551,203−48.3% | 減碼 |
| Wells Fargo & Company | 577,776 | $1.26 億 | 0.04% | −1,646−0.3% | 減碼 |
| First Pacific Advisors, LP | 557,925 | $1.22 億 | 1.93% | −4,381−0.8% | 減碼 |
| Fairview Capital Investment Management, LLC | 544,681 | $1.19 億 | 8.50% | −6,257−1.1% | 減碼 |
| Goldman Sachs Group Inc | 520,896 | $1.14 億 | 0.03% | +30,502+6.2% | 加碼 |
| Capital World Investors | 504,494 | $1.10 億 | 0.02% | +504,494 | 新進 |
| American Century Companies Inc | 497,915 | $1.09 億 | 0.10% | −318,775−39.0% | 減碼 |
| Charles Schwab Investment Management Inc | 479,242 | $1.05 億 | 0.04% | −183,131−27.6% | 減碼 |
| Morgan Stanley | 454,558 | $9,931 萬 | 0.01% | +52,924+13.2% | 加碼 |
| Northern Trust Corp | 450,165 | $9,835 萬 | 0.02% | −2,357−0.5% | 減碼 |
| Artemis Investment Management LLP | 440,058 | $9,611 萬 | 1.10% | −83,878−16.0% | 減碼 |
| Bank of America Corp | 421,573 | $9,210 萬 | 0.01% | −35,276−7.7% | 減碼 |
| Agf Investments Inc. | 415,000 | $9,067 萬 | 0.86% | 00.0% | 不變 |
| Raymond James & Associates | 405,690 | $8,864 萬 | 0.09% | +152,438+60.2% | 加碼 |
| Junto Capital Management LP | 404,558 | $8,839 萬 | 2.46% | −227,535−36.0% | 減碼 |
| Millennium Management LLC | 399,716 | $8,733 萬 | 0.11% | +392,861+5,731.0% | 加碼 |
| Argent Capital Management LLC | 393,221 | $8,591 萬 | 3.37% | −195,773−33.2% | 減碼 |
| Susquehanna International Group, LLP | 368,790 | $8,057 萬 | 0.16% | +303,159+461.9% | 加碼 |
| ArrowMark Colorado Holdings LLC | 356,459 | $7,788 萬 | 0.96% | −46,504−11.5% | 減碼 |
| HRT Financial LP | 317,442 | $6,935 萬 | 0.75% | +311,561+5,297.8% | 加碼 |
| Legal & General Group Plc | 306,590 | $6,698 萬 | 0.03% | −560.0% | 減碼 |
| Citadel Advisors LLC | 301,663 | $6,591 萬 | 0.08% | +298,581+9,687.9% | 加碼 |
| Epoch Investment Partners, Inc. | 292,464 | $6,390 萬 | 0.42% | −42,854−12.8% | 減碼 |
| Price T Rowe Associates Inc | 288,273 | $6,298 萬 | 0.01% | −59,651−17.1% | 減碼 |
| SEI Investments Co | 278,908 | $6,094 萬 | 0.14% | −41,429−12.9% | 減碼 |
| Victory Capital Management Inc | 272,562 | $5,955 萬 | 0.07% | −244,395−47.3% | 減碼 |
| FIL Ltd | 270,469 | $5,909 萬 | 0.08% | −25,065−8.5% | 減碼 |
| Envestnet Asset Management Inc | 269,997 | $5,899 萬 | 0.03% | +38,904+16.8% | 加碼 |
| TD Asset Management Inc | 271,213 | $5,871 萬 | 0.07% | −36,926−12.0% | 減碼 |
| Primecap Management Co | 263,300 | $5,753 萬 | 0.06% | −8,700−3.2% | 減碼 |
| Deutsche Bank AG | 257,829 | $5,633 萬 | 0.03% | +131,468+104.0% | 加碼 |
| Azora Capital LP | 227,739 | $5,091 萬 | 7.56% | −21,179−8.5% | 減碼 |
| Eminence Capital, LP | 229,139 | $5,006 萬 | 1.07% | +4,242+1.9% | 加碼 |
| UBS Asset Management Americas Inc | 225,128 | $4,919 萬 | 0.03% | −16,205−6.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 224,046 | $4,895 萬 | 0.04% | −4,257−1.9% | 減碼 |
| CIBC Asset Management Inc | 208,869 | $4,563 萬 | 0.21% | −43,313−17.2% | 減碼 |
| Eaton Vance Management | 205,820 | $4,497 萬 | 0.07% | +2,512+1.2% | 加碼 |
| Commerce Bank | 196,693 | $4,297 萬 | 0.37% | −53,435−21.4% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 195,230 | $4,265 萬 | 2.05% | −19,272−9.0% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 184,031 | $4,021 萬 | 0.76% | −9,800−5.1% | 減碼 |
| Cornerstone Investment Partners, LLC | 183,912 | $4,018 萬 | 2.88% | +668+0.4% | 加碼 |
| Trillium Asset Management, LLC | 183,382 | $4,007 萬 | 1.31% | −3,371−1.8% | 減碼 |
| California Public Employees Retirement System | 182,703 | $3,992 萬 | 0.04% | +24,840+15.7% | 加碼 |
| Royal Bank of Canada | 182,145 | $3,980 萬 | 0.01% | −2,794−1.5% | 減碼 |
| Engle Capital Management, L.P. | 177,000 | $3,867 萬 | 11.34% | −59,000−25.0% | 減碼 |
| Cookson Peirce & Co Inc | 161,613 | $3,531 萬 | 2.49% | +1,927+1.2% | 加碼 |
| Employees Retirement System of Texas | 148,000 | $3,234 萬 | 0.49% | +26,012+21.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 145,194 | $3,172 萬 | 0.25% | +145,194 | 新進 |
| Stifel Financial Corp | 144,400 | $3,155 萬 | 0.05% | +1,224+0.9% | 加碼 |
| Russell Investments Group, Ltd. | 136,724 | $2,985 萬 | 0.07% | +46,395+51.4% | 加碼 |
| California State Teachers Retirement System | 131,958 | $2,883 萬 | 0.05% | −1,607−1.2% | 減碼 |
| Qube Research & Technologies Ltd | 127,073 | $2,776 萬 | 0.18% | +127,073 | 新進 |
| Federated Hermes, Inc. | 123,596 | $2,700 萬 | 0.08% | −14,580−10.6% | 減碼 |
| New York State Common Retirement Fund | 122,201 | $2,670 萬 | 0.04% | −574−0.5% | 減碼 |
| National Pension Service | 119,100 | $2,578 萬 | 0.05% | +119,100 | 新進 |
| First Trust Advisors LP | 116,890 | $2,554 萬 | 0.03% | −19,818−14.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 115,973 | $2,534 萬 | 0.21% | −88,151−43.2% | 減碼 |
| William Blair Investment Management, LLC | 115,949 | $2,533 萬 | 0.10% | +6,434+5.9% | 加碼 |
| Credit Suisse AG | 111,006 | $2,425 萬 | 0.03% | −2,728−2.4% | 減碼 |
| Pinebridge Investments, L.P. | 98,921 | $2,161 萬 | 0.28% | +14,549+17.2% | 加碼 |
| Sirios Capital Management L P | 98,820 | $2,159 萬 | 4.00% | −9,497−8.8% | 減碼 |
| Franklin Resources Inc | 96,711 | $2,113 萬 | 0.01% | +94,713+4,740.4% | 加碼 |
| Virginia Retirement Systems Et Al | 93,800 | $2,049 萬 | 0.23% | +93,800 | 新進 |
| Robeco Institutional Asset Management B.V. | 93,225 | $2,037 萬 | 0.07% | +78,963+553.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 92,839 | $2,028 萬 | 0.05% | −228−0.2% | 減碼 |
| Amundi | 83,254 | $2,010 萬 | 0.01% | +44,110+112.7% | 加碼 |
| Thornburg Investment Management Inc | 91,235 | $1,993 萬 | 0.35% | −15,832−14.8% | 減碼 |
| AQR Capital Management LLC | 90,985 | $1,988 萬 | 0.05% | +6,626+7.9% | 加碼 |
| Iridian Asset Management LLC | 90,295 | $1,973 萬 | 1.96% | −95,627−51.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 87,272 | $1,907 萬 | 0.05% | +49,127+128.8% | 加碼 |