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 |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 7,925 | $173.1 萬 | 0.02% | +39+0.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 8,052 | $175.9 萬 | 0.00% | +8,052 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 8,059 | $176.1 萬 | 0.21% | −3,131−28.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,061 | $176.1 萬 | 0.03% | +7,796+2,941.9% | 加碼 |
| JustInvest LLC | 8,102 | $177.0 萬 | 0.08% | +316+4.1% | 加碼 |
| Sumitomo Life Insurance Co | 8,137 | $177.8 萬 | 0.08% | +218+2.8% | 加碼 |
| Nicholas Investment Partners, LP | 8,399 | $183.5 萬 | 0.17% | 00.0% | 不變 |
| Congress Wealth Management LLC | 8,487 | $185.4 萬 | 0.05% | +605+7.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 8,700 | $187.4 萬 | 0.01% | +824+10.5% | 加碼 |
| EFG Asset Management (Americas) Corp. | 8,768 | $191.6 萬 | 0.48% | +8,768 | 新進 |
| Macquarie Group Ltd | 8,822 | $192.7 萬 | 0.00% | +1,735+24.5% | 加碼 |
| Flynn Zito Capital Management, LLC | 8,912 | $194.7 萬 | 1.93% | +8,912 | 新進 |
| Aquila Investment Management LLC | 9,000 | $196.6 萬 | 1.47% | 00.0% | 不變 |
| Nissay Asset Management Corp | 9,054 | $197.8 萬 | 0.02% | +321+3.7% | 加碼 |
| Fifth Lane Capital, LP | 9,059 | $197.9 萬 | 1.12% | +9,059 | 新進 |
| Eqis Capital Management, Inc. | 9,112 | $199.1 萬 | 0.23% | +209+2.3% | 加碼 |
| Strategic Global Advisors, LLC | 9,149 | $199.9 萬 | 0.33% | +9,149 | 新進 |
| CWM Advisors, LLC | 9,405 | $205.5 萬 | 0.29% | +7,765+473.5% | 加碼 |
| Xponance, Inc. | 9,417 | $205.7 萬 | 0.04% | −10.0% | 減碼 |
| King Luther Capital Management Corp | 9,706 | $212.1 萬 | 0.01% | +2,451+33.8% | 加碼 |
| PEAK6 Investments LLC | 9,785 | $213.8 萬 | 0.08% | −13,868−58.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 9,798 | $214.1 萬 | 0.01% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 10,000 | $218.5 萬 | 1.03% | 00.0% | 不變 |
| Crestline Management, LP | 10,000 | $218.5 萬 | 0.30% | +10,000 | 新進 |
| Retirement Capital Strategies | 10,041 | $219.4 萬 | 1.00% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 10,111 | $220.9 萬 | 0.00% | +416+4.3% | 加碼 |
| Caldwell Trust Co | 10,137 | $221.5 萬 | 0.33% | −287−2.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 10,627 | $230.1 萬 | 0.75% | 00.0% | 不變 |
| Kames Capital plc | 10,657 | $232.6 萬 | 0.05% | −3,484−24.6% | 減碼 |
| Prudential Financial Inc | 10,757 | $232.9 萬 | 0.00% | +1,337+14.2% | 加碼 |
| Lincoln National Corp | 10,943 | $239.1 萬 | 0.06% | +1,621+17.4% | 加碼 |
| Allianz Asset Management GmbH | 11,001 | $240.4 萬 | 0.01% | −43,512−79.8% | 減碼 |
| Eagle Rock Investment Company, LLC | 11,107 | $242.7 萬 | 0.63% | +115+1.0% | 加碼 |
| PDT Partners, LLC | 11,116 | $242.9 萬 | 0.37% | −12,731−53.4% | 減碼 |
| Alcosta Capital Management, Inc. | 11,190 | $244.5 萬 | 2.40% | +11,190 | 新進 |
| Teacher Retirement System of Texas | 11,423 | $249.6 萬 | 0.02% | −914−7.4% | 減碼 |
| National Bank of Canada | 11,632 | $253.1 萬 | 0.01% | −170−1.4% | 減碼 |
| Handelsbanken Fonder AB | 11,681 | $255.2 萬 | 0.02% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 11,908 | $260.2 萬 | 0.47% | +11,908 | 新進 |
| Two Sigma Advisers, LP | 12,000 | $262.2 萬 | 0.01% | −3,400−22.1% | 減碼 |
| Yorktown Management & Research Co Inc | 12,000 | $262.2 萬 | 3.40% | 00.0% | 不變 |
| FDx Advisors, Inc. | 12,146 | $265.4 萬 | 0.12% | −429−3.4% | 減碼 |
| Dana Investment Advisors, Inc. | 12,350 | $269.8 萬 | 0.15% | −1,541−11.1% | 減碼 |
| Bokf, NA | 12,497 | $273.0 萬 | 0.06% | +1,643+15.1% | 加碼 |
| NWK Group, Inc. | 12,584 | $274.9 萬 | 2.13% | +12,584 | 新進 |
| Dynamic Technology Lab Private Ltd | 12,601 | $275.3 萬 | 0.27% | +9,021+252.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 12,775 | $279.1 萬 | 0.02% | +665+5.5% | 加碼 |
| Gyon Technologies Capital Management, LP | 12,875 | $281.3 萬 | 0.88% | +12,875 | 新進 |
| Daiwa Securities Group Inc. | 13,030 | $284.6 萬 | 0.02% | −2,647−16.9% | 減碼 |
| DnB Asset Management AS | 13,164 | $287.6 萬 | 0.02% | +13,164 | 新進 |
| Gulf International Bank (UK) Ltd | 13,230 | $289.0 萬 | 0.05% | 00.0% | 不變 |
| Atria Investments LLC | 13,480 | $294.5 萬 | 0.07% | +980+7.8% | 加碼 |
| CIBC World Markets Inc. | 13,718 | $299.7 萬 | 0.01% | +985+7.7% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 13,856 | $302.7 萬 | 0.18% | +11,406+465.6% | 加碼 |
| Nomura Holdings Inc | 13,952 | $304.6 萬 | 0.03% | −1,979−12.4% | 減碼 |
| Tocqueville Asset Management L.P. | 14,070 | $307.4 萬 | 0.06% | 00.0% | 不變 |
| Gradient Investments LLC | 14,078 | $307.6 萬 | 0.09% | −12,202−46.4% | 減碼 |
| Empowered Funds, LLC | 14,122 | $308.5 萬 | 0.30% | +14,122 | 新進 |
| IFM Investors Pty Ltd | 14,195 | $310.1 萬 | 0.06% | +575+4.2% | 加碼 |
| Utah Retirement Systems | 14,209 | $310.5 萬 | 0.05% | 00.0% | 不變 |
| Formuepleje A/S | 14,522 | $317.3 萬 | 0.26% | +14,522 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,094 | $329.8 萬 | 0.05% | +15,094 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 15,248 | $333.1 萬 | 0.17% | +15,248 | 新進 |
| Boothbay Fund Management, LLC | 15,604 | $340.9 萬 | 0.12% | +15,604 | 新進 |
| Congress Asset Management Co | 15,683 | $342.6 萬 | 0.04% | +1,599+11.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 15,689 | $342.9 萬 | 0.01% | +5,501+54.0% | 加碼 |
| Tredje AP-fonden | 15,711 | $343.3 萬 | 0.07% | +15,711 | 新進 |
| O'Shaughnessy Asset Management, LLC | 16,123 | $352.3 萬 | 0.07% | +1,358+9.2% | 加碼 |
| EFG Asset Management (North America) Corp. | 16,726 | $365.2 萬 | 0.84% | +16,726 | 新進 |
| Toronto Dominion Bank | 16,818 | $367.3 萬 | 0.01% | −1,047−5.9% | 減碼 |
| ProShare Advisors LLC | 16,902 | $369.3 萬 | 0.01% | +11,239+198.5% | 加碼 |
| Cornerstone Wealth Management, LLC | 17,047 | $372.5 萬 | 0.41% | +313+1.9% | 加碼 |
| Verdence Capital Advisors LLC | 17,250 | $376.9 萬 | 0.52% | −70.0% | 減碼 |
| NewEdge Wealth, LLC | 17,608 | $384.7 萬 | 0.18% | +1,099+6.7% | 加碼 |
| TD Private Client Wealth LLC | 17,904 | $391.2 萬 | 0.20% | −633−3.4% | 減碼 |
| Otter Creek Advisors, LLC | 17,948 | $392.0 萬 | 3.81% | −1,668−8.5% | 減碼 |
| Heron Bay Capital Management | 18,153 | $396.6 萬 | 2.70% | +1,000+5.8% | 加碼 |
| Amalgamated Bank | 18,321 | $400.3 萬 | 0.04% | −2,552−12.2% | 減碼 |
| Captrust Financial Advisors | 18,487 | $403.9 萬 | 0.02% | −2,041−9.9% | 減碼 |
| Bridgewater Associates, LP | 18,971 | $414.5 萬 | 0.02% | +12,547+195.3% | 加碼 |
| Public Sector Pension Investment Board | 19,127 | $417.9 萬 | 0.04% | +19,127 | 新進 |
| Illinois Municipal Retirement Fund | 19,686 | $430.1 萬 | 0.11% | 00.0% | 不變 |
| HSBC Holdings PLC | 19,957 | $437.3 萬 | 0.01% | +3,179+18.9% | 加碼 |
| Chase Investment Counsel Corp | 20,280 | $443.0 萬 | 2.80% | −189−0.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 20,283 | $443.2 萬 | 0.03% | +20,283 | 新進 |
| Bowling Portfolio Management LLC | 20,386 | $445.4 萬 | 1.22% | −241−1.2% | 減碼 |
| Point72 Europe (London) LLP | 20,676 | $451.7 萬 | 1.44% | −18,000−46.5% | 減碼 |
| Winthrop Advisory Group LLC | 21,063 | $460.2 萬 | 0.99% | −250−1.2% | 減碼 |
| Andra AP-fonden | 21,100 | $461.0 萬 | 0.15% | −500−2.3% | 減碼 |
| MML Investors Services, LLC | 21,532 | $470.4 萬 | 0.04% | +5,212+31.9% | 加碼 |
| Jupiter Asset Management Ltd | 21,741 | $475.0 萬 | 0.07% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 21,826 | $476.8 萬 | 0.01% | −302−1.4% | 減碼 |
| Jane Street Group, LLC | 21,916 | $478.8 萬 | 0.01% | +15,775+256.9% | 加碼 |
| Arizona State Retirement System | 21,956 | $479.7 萬 | 0.05% | −387−1.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 22,210 | $485.2 萬 | 0.08% | +22,210 | 新進 |
| Bullseye Asset Management LLC | 22,527 | $492.2 萬 | 2.86% | −242−1.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,580 | $493.3 萬 | 0.02% | +1,943+9.4% | 加碼 |
| Private Advisor Group, LLC | 22,602 | $493.8 萬 | 0.06% | −3,504−13.4% | 減碼 |
| Catalyst Capital Advisors LLC | 23,000 | $502.5 萬 | 0.19% | −550−2.3% | 減碼 |
| Ensign Peak Advisors, Inc | 24,010 | $524.6 萬 | 0.01% | +4,710+24.4% | 加碼 |