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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 901 | $19.7 萬 | 0.01% | +20+2.3% | 加碼 |
| Zacks Investment Management | 930 | $20.3 萬 | 0.00% | +930 | 新進 |
| Checchi Capital Advisers, LLC | 929 | $20.3 萬 | 0.02% | +929 | 新進 |
| Koshinski Asset Management, Inc. | 929 | $20.3 萬 | 0.02% | +929 | 新進 |
| Gladstone Institutional Advisory LLC | 953 | $20.8 萬 | 0.02% | +953 | 新進 |
| Guggenheim Capital LLC | 956 | $20.9 萬 | 0.00% | −970−50.4% | 減碼 |
| Elgethun Capital Management | 958 | $20.9 萬 | 0.08% | +958 | 新進 |
| SRS Capital Advisors, Inc. | 971 | $21.2 萬 | 0.03% | −54−5.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 989 | $21.6 萬 | 0.01% | −4,104−80.6% | 減碼 |
| Ergoteles LLC | 993 | $21.7 萬 | 0.01% | +993 | 新進 |
| ACT Advisors, LLC. | 1,002 | $21.9 萬 | 0.15% | +1,002 | 新進 |
| Forum Financial Management, LP | 1,004 | $21.9 萬 | 0.01% | +1,004 | 新進 |
| MJP Associates Inc | 1,010 | $22.1 萬 | 0.07% | +1,010 | 新進 |
| CWM, LLC | 1,018 | $22.2 萬 | 0.00% | +80+8.5% | 加碼 |
| Signaturefd, LLC | 1,050 | $22.9 萬 | 0.01% | −76−6.7% | 減碼 |
| Lindbrook Capital, LLC | 1,056 | $23.1 萬 | 0.04% | −54−4.9% | 減碼 |
| Prospera Financial Services Inc | 1,098 | $24.0 萬 | 0.01% | −6,266−85.1% | 減碼 |
| Graham Capital Management, L.P. | 1,103 | $24.0 萬 | 0.01% | +1,103 | 新進 |
| Two Sigma Securities, LLC | 1,127 | $24.6 萬 | 0.04% | −139−11.0% | 減碼 |
| Apollon Wealth Management, LLC | 1,149 | $25.1 萬 | 0.02% | +18+1.6% | 加碼 |
| DGS Capital Management, LLC | 1,152 | $25.2 萬 | 0.17% | +41+3.7% | 加碼 |
| YHB Investment Advisors, Inc. | 1,154 | $25.2 萬 | 0.03% | −626−35.2% | 減碼 |
| Brookstone Capital Management | 1,056 | $25.4 萬 | 0.01% | +1,056 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,167 | $25.6 萬 | 0.00% | −26,502−95.8% | 減碼 |
| Picton Mahoney Asset Management | 1,175 | $25.6 萬 | 0.01% | −22,110−95.0% | 減碼 |
| XML Financial, LLC | 1,178 | $25.7 萬 | 0.04% | +2+0.2% | 加碼 |
| Great Diamond Partners, LLC | 1,191 | $26.0 萬 | 0.09% | −2−0.2% | 減碼 |
| Presidio Capital Management, LLC | 1,198 | $26.2 萬 | 0.28% | +97+8.8% | 加碼 |
| Wetherby Asset Management Inc | 1,215 | $26.5 萬 | 0.02% | −13−1.1% | 減碼 |
| M&G Investment Management Ltd | 1,238 | $27.0 萬 | 0.00% | +1,238 | 新進 |
| Nisa Investment Advisors, LLC | 1,080 | $27.2 萬 | 0.00% | −5,451−83.5% | 減碼 |
| American International Group, Inc. | 1,247 | $27.2 萬 | 0.00% | +4+0.3% | 加碼 |
| Umb Bank N A | 1,267 | $27.7 萬 | 0.00% | −596−32.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,270 | $27.7 萬 | 0.00% | −23−1.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 1,265 | $27.7 萬 | 0.03% | +39+3.2% | 加碼 |
| Convergence Investment Partners, LLC | 1,319 | $28.8 萬 | 0.19% | +1,319 | 新進 |
| Symmetry Partners, LLC | 1,324 | $28.9 萬 | 0.02% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 1,329 | $29.0 萬 | 0.00% | +1,329 | 新進 |
| Thrive Wealth Management, LLC | 1,341 | $29.3 萬 | 0.10% | +1,341 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 1,375 | $30.0 萬 | 0.09% | +515+59.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 1,394 | $30.5 萬 | 0.01% | −206−12.9% | 減碼 |
| Future Fund LLC | 1,398 | $30.5 萬 | 0.61% | −52−3.6% | 減碼 |
| Balyasny Asset Management LLC | 1,423 | $31.1 萬 | 0.00% | −76,431−98.2% | 減碼 |
| Simplex Trading, LLC | 1,455 | $31.7 萬 | 0.01% | −1,910−56.8% | 減碼 |
| HMS Capital Management, LLC | 1,469 | $32.1 萬 | 0.19% | +1,469 | 新進 |
| Harvest Investment Services, LLC | 1,487 | $32.4 萬 | 0.40% | −1,171−44.1% | 減碼 |
| CAPROCK Group, Inc. | 1,489 | $32.5 萬 | 0.03% | +2+0.1% | 加碼 |
| Quantamental Technologies LLC | 1,493 | $32.6 萬 | 0.13% | +1,493 | 新進 |
| Hutchens & Kramer Investment Management Group, LLC | 1,479 | $33.4 萬 | 0.27% | −195−11.6% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $33.5 萬 | 0.14% | 00.0% | 不變 |
| First Hawaiian Bank | 1,554 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 1,574 | $34.1 萬 | 0.00% | +1,574 | 新進 |
| Pennsylvania Capital Management Inc | 1,572 | $34.3 萬 | 0.19% | 00.0% | 不變 |
| Sanchez Wealth Management Group | 1,571 | $34.3 萬 | 0.19% | +69+4.6% | 加碼 |
| Merit Financial Group, LLC | 1,618 | $35.4 萬 | 0.02% | −271−14.3% | 減碼 |
| Yousif Capital Management, LLC | 1,695 | $37.0 萬 | 0.01% | −354−17.3% | 減碼 |
| Corient Capital Partners, LLC | 2,007 | $37.0 萬 | 0.03% | 00.0% | 不變 |
| Lido Advisors, LLC | 1,694 | $37.0 萬 | 0.01% | +327+23.9% | 加碼 |
| MONECO Advisors, LLC | 1,712 | $37.4 萬 | 0.15% | 00.0% | 不變 |
| AXA S.A. | 1,745 | $38.1 萬 | 0.00% | +1,745 | 新進 |
| ICA Group Wealth Management, LLC | 1,775 | $38.8 萬 | 0.08% | −24−1.3% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,800 | $39.3 萬 | 0.04% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 1,829 | $40.0 萬 | 0.06% | 00.0% | 不變 |
| Vestcor Inc | 1,884 | $41.2 萬 | 0.02% | +20+1.1% | 加碼 |
| Ssi Investment Management LLC | 1,889 | $41.3 萬 | 0.03% | +5+0.3% | 加碼 |
| American Portfolios Advisors | 1,898 | $41.5 萬 | 0.02% | +105+5.9% | 加碼 |
| Legacy Wealth Planning, LLC | 1,901 | $41.5 萬 | 0.69% | +20+1.1% | 加碼 |
| Virtu Financial LLC | 1,911 | $41.7 萬 | 0.04% | +1,911 | 新進 |
| Phoenix Holdings Ltd. | 1,911 | $41.8 萬 | 0.01% | −1,791−48.4% | 減碼 |
| Edgestream Partners, L.P. | 1,920 | $41.9 萬 | 0.03% | +1,920 | 新進 |
| Zeke Capital Advisors, LLC | 1,954 | $42.7 萬 | 0.03% | −402−17.1% | 減碼 |
| National Asset Management, Inc. | 1,978 | $43.3 萬 | 0.01% | +304+18.2% | 加碼 |
| BTC Capital Management, Inc. | 1,997 | $43.6 萬 | 0.06% | −43−2.1% | 減碼 |
| Davenport & Co LLC | 2,061 | $45.0 萬 | 0.00% | +438+27.0% | 加碼 |
| Pzena Investment Management LLC | 2,072 | $45.3 萬 | 0.00% | 00.0% | 不變 |
| Intrust Bank NA | 2,073 | $45.3 萬 | 0.07% | +287+16.1% | 加碼 |
| Ieq Capital, LLC | 2,075 | $45.3 萬 | 0.01% | +375+22.1% | 加碼 |
| Greenleaf Trust | 2,096 | $45.8 萬 | 0.01% | −22−1.0% | 減碼 |
| Maven Securities LTD | 2,100 | $45.9 萬 | 0.02% | −3,300−61.1% | 減碼 |
| Enterprise Financial Services Corp | 2,165 | $47.3 萬 | 0.35% | −1,204−35.7% | 減碼 |
| Leuthold Group, LLC | 2,169 | $47.4 萬 | 0.07% | −576−21.0% | 減碼 |
| Prudential PLC | 2,209 | $48.3 萬 | 0.01% | +262+13.5% | 加碼 |
| Snowden Capital Advisors LLC | 2,263 | $49.4 萬 | 0.02% | −1,225−35.1% | 減碼 |
| London Co of Virginia | 2,270 | $49.6 萬 | 0.00% | −44−1.9% | 減碼 |
| Parallel Advisors, LLC | 2,271 | $49.6 萬 | 0.02% | −29−1.3% | 減碼 |
| Western Wealth Management, LLC | 2,265 | $49.6 萬 | 0.03% | +649+40.2% | 加碼 |
| Ci Investments Inc. | 2,298 | $50.2 萬 | 0.00% | −1,656−41.9% | 減碼 |
| New York State Teachers Retirement System | 2,300 | $50.3 萬 | 0.00% | +2,300 | 新進 |
| Fox Run Management, L.L.C. | 2,326 | $50.8 萬 | 0.20% | +2,326 | 新進 |
| Wealth Alliance | 2,336 | $51.0 萬 | 0.10% | −48−2.0% | 減碼 |
| Pittenger & Anderson Inc | 2,390 | $52.2 萬 | 0.03% | −1,155−32.6% | 減碼 |
| Change Path, LLC | 2,404 | $52.5 萬 | 0.03% | +2,404 | 新進 |
| Advisory Research Inc | 2,418 | $52.8 萬 | 0.05% | +835+52.7% | 加碼 |
| Globeflex Capital L P | 2,462 | $53.8 萬 | 0.09% | 00.0% | 不變 |
| Abner Herrman & Brock LLC | 2,475 | $54.1 萬 | 0.10% | +2,475 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,532 | $55.3 萬 | 0.05% | −777−23.5% | 減碼 |
| Prelude Capital Management, LLC | 2,539 | $55.5 萬 | 0.03% | −743−22.6% | 減碼 |
| Creative Planning | 2,543 | $55.6 萬 | 0.00% | +964+61.1% | 加碼 |
| Integrated Investment Consultants, LLC | 2,588 | $56.5 萬 | 0.22% | +558+27.5% | 加碼 |
| Bessemer Group Inc | 2,610 | $57.0 萬 | 0.00% | +473+22.1% | 加碼 |