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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 2,236 | $57.2 萬 | 0.07% | +2,236 | 新進 |
| Cullen/Frost Bankers, Inc. | 2,700 | $59.0 萬 | 0.01% | 00.0% | 不變 |
| Jefferies Group LLC | 2,705 | $59.1 萬 | 0.02% | +2,705 | 新進 |
| JSF Financial, LLC | 2,734 | $59.7 萬 | 0.23% | +2,734 | 新進 |
| Stratos Wealth Partners, LTD. | 2,740 | $59.9 萬 | 0.02% | −4−0.1% | 減碼 |
| IHT Wealth Management, LLC | 2,747 | $60.0 萬 | 0.05% | +423+18.2% | 加碼 |
| Seeyond | 2,769 | $60.4 萬 | 0.07% | +1,179+74.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 2,836 | $62.0 萬 | 0.01% | +301+11.9% | 加碼 |
| BMS Financial Advisors, LLC | 2,859 | $62.5 萬 | 0.44% | +1,067+59.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 2,912 | $63.6 萬 | 0.00% | +2,912 | 新進 |
| Ironwood Investment Counsel, LLC | 2,965 | $64.7 萬 | 0.18% | −145−4.7% | 減碼 |
| Archer Investment Corp | 2,972 | $64.9 萬 | 0.27% | −201−6.3% | 減碼 |
| Assenagon Asset Management S.A. | 2,979 | $65.1 萬 | 0.00% | −26,221−89.8% | 減碼 |
| Donoghue Forlines LLC | 3,099 | $67.7 萬 | 0.24% | −495−13.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 3,142 | $68.6 萬 | 0.00% | −393−11.1% | 減碼 |
| Mercer Global Advisors Inc | 3,175 | $69.4 萬 | 0.00% | +42+1.3% | 加碼 |
| American Trust | 3,180 | $69.5 萬 | 0.06% | −761−19.3% | 減碼 |
| Coastal Investment Advisors, Inc. | 3,197 | $69.8 萬 | 0.18% | +3,197 | 新進 |
| Man Group plc | 3,241 | $70.8 萬 | 0.00% | – | – |
| Connor, Clark & Lunn Investment Management Ltd. | 3,240 | $70.8 萬 | 0.00% | +3,240 | 新進 |
| Bickling Financial Services, Inc. | 3,251 | $71.1 萬 | 0.48% | −23−0.7% | 減碼 |
| Independent Advisor Alliance | 3,260 | $71.2 萬 | 0.04% | −95−2.8% | 減碼 |
| Heritage Wealth Management, LLC | 3,279 | $71.6 萬 | 0.23% | +280+9.3% | 加碼 |
| Winton Group Ltd | 3,281 | $71.7 萬 | 0.05% | +1,006+44.2% | 加碼 |
| MAI Capital Management | 3,319 | $72.5 萬 | 0.01% | +1,277+62.5% | 加碼 |
| Colony Group LLC | 3,400 | $74.3 萬 | 0.01% | −8−0.2% | 減碼 |
| Argent Trust Co | 3,413 | $74.5 萬 | 0.05% | −13−0.4% | 減碼 |
| XTX Topco Ltd | 3,409 | $74.5 萬 | 0.18% | +3,409 | 新進 |
| GWM Advisors LLC | 3,421 | $74.7 萬 | 0.01% | +2,071+153.4% | 加碼 |
| Stelac Advisory Services LLC | 3,460 | $75.6 萬 | 0.34% | +974+39.2% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 3,465 | $75.7 萬 | 0.24% | +69+2.0% | 加碼 |
| Bellwether Advisors, LLC | 3,492 | $76.2 萬 | 0.25% | +1,070+44.2% | 加碼 |
| APG Asset Management N.V. | 3,600 | $80.3 萬 | 0.00% | +900+33.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 3,700 | $80.8 萬 | 0.04% | 00.0% | 不變 |
| KB Financial Partners, LLC | 3,785 | $82.7 萬 | 0.30% | +458+13.8% | 加碼 |
| Sawtooth Solutions, LLC | 3,803 | $83.1 萬 | 0.12% | +716+23.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 3,820 | $83.5 萬 | 0.19% | +3,820 | 新進 |
| Ethic Inc. | 3,832 | $83.7 萬 | 0.06% | +736+23.8% | 加碼 |
| Laurel Wealth Advisors, Inc. | 3,830 | $83.7 萬 | 0.09% | +1,188+45.0% | 加碼 |
| Alera Investment Advisors, LLC | 3,873 | $84.6 萬 | 0.24% | +1,112+40.3% | 加碼 |
| Glenview Trust Co | 3,914 | $85.5 萬 | 0.03% | +323+9.0% | 加碼 |
| AlphaCrest Capital Management LLC | 3,944 | $86.2 萬 | 0.05% | +1,183+42.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,997 | $87.4 萬 | 0.00% | −297−6.9% | 減碼 |
| WJ Wealth Management, LLC | 4,000 | $87.4 萬 | 0.55% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 4,000 | $87.4 萬 | 0.05% | +3,000+300.0% | 加碼 |
| Capital Asset Advisory Services LLC | 4,007 | $87.5 萬 | 0.11% | −2,038−33.7% | 減碼 |
| HighTower Advisors, LLC | 4,022 | $87.8 萬 | 0.00% | +673+20.1% | 加碼 |
| SkyView Investment Advisors, LLC | 4,025 | $87.9 萬 | 0.26% | +447+12.5% | 加碼 |
| Navellier & Associates Inc | 4,042 | $88.3 萬 | 0.20% | −40−1.0% | 減碼 |
| Cetera Advisor Networks LLC | 4,072 | $89.0 萬 | 0.01% | −3−0.1% | 減碼 |
| Lazard Asset Management LLC | 4,103 | $89.6 萬 | 0.00% | −20,158−83.1% | 減碼 |
| Quantinno Capital Management LP | 4,100 | $89.6 萬 | 0.12% | +469+12.9% | 加碼 |
| Mackenzie Financial Corp | 4,218 | $92.2 萬 | 0.00% | −57−1.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,253 | $92.8 萬 | 0.21% | −196−4.4% | 減碼 |
| STRS Ohio | 4,354 | $95.1 萬 | 0.00% | −1,027−19.1% | 減碼 |
| Ritholtz Wealth Management | 4,379 | $95.7 萬 | 0.05% | +1,519+53.1% | 加碼 |
| Cumberland Partners Ltd | 4,500 | $98.3 萬 | 0.10% | +4,500 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 4,413 | $98.4 萬 | 0.09% | +3,069+228.3% | 加碼 |
| Balasa Dinverno & Foltz LLC | 4,649 | $101.6 萬 | 0.06% | +1,541+49.6% | 加碼 |
| Baird Financial Group, Inc. | 4,696 | $102.7 萬 | 0.00% | +115+2.5% | 加碼 |
| Fulton Bank, N.A. | 4,727 | $103.2 萬 | 0.06% | −340−6.7% | 減碼 |
| Advisory Services Network, LLC | 4,766 | $104.1 萬 | 0.04% | +246+5.4% | 加碼 |
| Raymond James Trust N.A. | 4,836 | $105.6 萬 | 0.04% | −84−1.7% | 減碼 |
| Financial Advocates Investment Management | 5,815 | $105.9 萬 | 0.09% | +992+20.6% | 加碼 |
| M&T Bank Corp | 4,864 | $106.2 萬 | 0.00% | −80−1.6% | 減碼 |
| Proequities, Inc. | 4,884 | $106.7 萬 | 0.10% | +859+21.3% | 加碼 |
| Brown Brothers Harriman & Co | 4,888 | $106.8 萬 | 0.01% | −2,400−32.9% | 減碼 |
| Cerity Partners LLC | 4,928 | $107.7 萬 | 0.01% | −566−10.3% | 減碼 |
| Nordea Investment Management AB | 4,937 | $107.9 萬 | 0.00% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 4,939 | $107.9 萬 | 0.11% | +522+11.8% | 加碼 |
| MetLife Investment Management | 4,940 | $107.9 萬 | 0.01% | +4+0.1% | 加碼 |
| Oliver Luxxe Assets LLC | 5,136 | $112.2 萬 | 0.35% | −4,257−45.3% | 減碼 |
| LVW Advisors, LLC | 5,138 | $112.3 萬 | 0.25% | −152−2.9% | 減碼 |
| Cetera Investment Advisers | 5,321 | $116.3 萬 | 0.02% | +1,156+27.8% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 5,386 | $117.7 萬 | 0.50% | +5,386 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 5,459 | $119.3 萬 | 0.00% | +524+10.6% | 加碼 |
| Level Four Advisory Services, LLC | 5,657 | $123.6 萬 | 0.12% | +235+4.3% | 加碼 |
| TownSquare Capital, LLC | 5,800 | $126.7 萬 | 0.04% | +957+19.8% | 加碼 |
| Advisor OS, LLC | 5,887 | $128.7 萬 | 0.39% | +493+9.1% | 加碼 |
| Aureus Asset Management, LLC | 5,905 | $129.0 萬 | 0.11% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 5,925 | $129.5 萬 | 0.03% | +152+2.6% | 加碼 |
| Shell Asset Management Co | 6,029 | $131.7 萬 | 0.05% | −1,630−21.3% | 減碼 |
| ClariVest Asset Management LLC | 6,055 | $132.3 萬 | 0.06% | −1,873−23.6% | 減碼 |
| Van Leeuwen & Company, LLC | 6,202 | $135.5 萬 | 1.08% | −695−10.1% | 減碼 |
| TrimTabs Asset Management, LLC | 6,285 | $137.3 萬 | 0.95% | −1,534−19.6% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 6,286 | $137.3 萬 | 0.02% | +1,660+35.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 6,356 | $138.9 萬 | 0.02% | −610−8.8% | 減碼 |
| Toroso Investments, LLC | 6,394 | $139.7 萬 | 0.06% | +6,394 | 新進 |
| Kestra Advisory Services, LLC | 6,414 | $140.1 萬 | 0.01% | +164+2.6% | 加碼 |
| Achmea Investment Management B.V. | 6,430 | $140.5 萬 | 0.05% | +6,284+4,304.1% | 加碼 |
| Advisors Asset Management, Inc. | 6,649 | $145.3 萬 | 0.03% | −1,014−13.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 6,719 | $146.8 萬 | 0.02% | +419+6.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 6,873 | $150.2 萬 | 0.00% | +3,873+129.1% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 7,000 | $152.9 萬 | 0.47% | 00.0% | 不變 |
| Mariner, LLC | 7,368 | $160.9 萬 | 0.01% | +7,368 | 新進 |
| Pitcairn Co | 7,549 | $164.9 萬 | 0.18% | +24+0.3% | 加碼 |
| Park Avenue Securities LLC | 7,551 | $165.0 萬 | 0.03% | +889+13.3% | 加碼 |
| Bank of Montreal | 7,513 | $165.1 萬 | 0.00% | −12,795−63.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,587 | $165.8 萬 | 0.00% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 7,848 | $171.5 萬 | 0.02% | −1,437−15.5% | 減碼 |