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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 84,493 | $1,846 萬 | 0.03% | +4,564+5.7% | 加碼 |
| Polar Capital Holdings Plc | 83,673 | $1,828 萬 | 0.15% | −36,589−30.4% | 減碼 |
| Aviva PLC | 81,096 | $1,772 萬 | 0.10% | +15,844+24.3% | 加碼 |
| ExodusPoint Capital Management, LP | 79,172 | $1,730 萬 | 0.24% | +79,172 | 新進 |
| Barclays PLC | 77,608 | $1,696 萬 | 0.02% | −6,727−8.0% | 減碼 |
| Avalon Investment & Advisory | 76,797 | $1,678 萬 | 0.52% | +76,797 | 新進 |
| D. E. Shaw & Co., Inc. | 75,616 | $1,652 萬 | 0.03% | +73,317+3,189.1% | 加碼 |
| Reinhart Partners, Inc. | 75,203 | $1,643 萬 | 1.01% | −4,702−5.9% | 減碼 |
| UBS Group AG | 72,846 | $1,592 萬 | 0.01% | +55,613+322.7% | 加碼 |
| Bamco Inc | 68,692 | $1,501 萬 | 0.05% | +21,292+44.9% | 加碼 |
| Canada Pension Plan Investment Board | 68,565 | $1,498 萬 | 0.03% | +39,965+139.7% | 加碼 |
| Boston Partners | 66,739 | $1,485 萬 | 0.02% | −39,341−37.1% | 減碼 |
| LPL Financial LLC | 64,582 | $1,411 萬 | 0.01% | +354+0.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 63,971 | $1,398 萬 | 0.06% | +57,164+839.8% | 加碼 |
| Comerica Bank | 52,938 | $1,274 萬 | 0.11% | −10,869−17.0% | 減碼 |
| Governors Lane LP | 55,947 | $1,222 萬 | 1.16% | −87,253−60.9% | 減碼 |
| Truist Financial Corp | 55,184 | $1,206 萬 | 0.02% | +9,347+20.4% | 加碼 |
| Advisor Group Holdings, Inc. | 54,304 | $1,187 萬 | 0.03% | +10,247+23.3% | 加碼 |
| Venturi Wealth Management, LLC | 53,389 | $1,166 萬 | 1.12% | −4,965−8.5% | 減碼 |
| Trexquant Investment LP | 53,208 | $1,163 萬 | 0.41% | +42,507+397.2% | 加碼 |
| Citigroup Inc | 52,800 | $1,154 萬 | 0.02% | −15,799−23.0% | 減碼 |
| US Bancorp | 51,416 | $1,123 萬 | 0.02% | −10,955−17.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 50,664 | $1,107 萬 | 0.03% | +4,611+10.0% | 加碼 |
| PFS Investments Inc. | 50,124 | $1,095 萬 | 0.24% | +3,932+8.5% | 加碼 |
| Nomura Asset Management Co Ltd | 48,672 | $1,063 萬 | 0.07% | +577+1.2% | 加碼 |
| Calamos Advisors LLC | 47,692 | $1,042 萬 | 0.05% | −6,599−12.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 47,496 | $1,038 萬 | 0.58% | +1,956+4.3% | 加碼 |
| Natixis Advisors, L.P. | 46,945 | $1,026 萬 | 0.04% | +7,256+18.3% | 加碼 |
| Janney Montgomery Scott LLC | 46,711 | $1,021 萬 | 0.04% | −825−1.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 46,225 | $1,010 萬 | 0.04% | +573+1.3% | 加碼 |
| Brant Point Investment Management LLC | 46,100 | $1,007 萬 | 2.60% | −3,600−7.2% | 減碼 |
| Great Lakes Advisors, LLC | 45,908 | $1,003 萬 | 0.22% | −930−2.0% | 減碼 |
| Icon Advisers Inc | 45,632 | $997.0 萬 | 2.73% | −1,500−3.2% | 減碼 |
| State of Wisconsin Investment Board | 45,574 | $995.7 萬 | 0.03% | −10,522−18.8% | 減碼 |
| LMR Partners LLP | 44,009 | $961.5 萬 | 0.25% | +6,165+16.3% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 43,800 | $956.9 萬 | 0.10% | −3,300−7.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 43,606 | $952.7 萬 | 0.36% | −11,213−20.5% | 減碼 |
| Driehaus Capital Management LLC | 43,509 | $950.6 萬 | 0.14% | −47,299−52.1% | 減碼 |
| BlueMar Capital Management, LLC | 43,081 | $941.2 萬 | 6.92% | −8,040−15.7% | 減碼 |
| Kennedy Capital Management, Inc. | 42,919 | $937.7 萬 | 0.28% | −304−0.7% | 減碼 |
| Community Trust & Investment Co | 41,625 | $909.4 萬 | 0.87% | −198−0.5% | 減碼 |
| Public Employees Retirement System of Ohio | 41,158 | $899.2 萬 | 0.04% | +669+1.7% | 加碼 |
| GCM Grosvenor Holdings, LLC | 41,000 | $895.8 萬 | 2.12% | +41,000 | 新進 |
| Castleark Management LLC | 39,785 | $869.2 萬 | 0.48% | −8,340−17.3% | 減碼 |
| Logan Capital Management Inc | 39,344 | $859.6 萬 | 0.52% | +2,575+7.0% | 加碼 |
| Walleye Capital LLC | 38,332 | $837.5 萬 | 0.19% | −24,584−39.1% | 減碼 |
| Great West Life Assurance Co | 38,255 | $833.9 萬 | 0.02% | +17,879+87.7% | 加碼 |
| Ameriprise Financial Inc | 37,802 | $825.9 萬 | 0.00% | −7,741−17.0% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 32,845 | $809.4 萬 | 1.18% | −2,823−7.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,632 | $800.3 萬 | 0.18% | −4,527−11.0% | 減碼 |
| Asset Management One Co.,Ltd. | 36,569 | $798.9 萬 | 0.04% | +5,324+17.0% | 加碼 |
| Phase 2 Partners, LLC | 36,334 | $793.8 萬 | 3.77% | −3,598−9.0% | 減碼 |
| Forsta Ap-Fonden | 35,900 | $784.3 萬 | 0.10% | +22,400+165.9% | 加碼 |
| Treasurer of the State of North Carolina | 35,180 | $768.6 萬 | 0.05% | +450+1.3% | 加碼 |
| Stamina Capital Management LP | 35,125 | $767.4 萬 | 5.49% | +11,325+47.6% | 加碼 |
| Lisanti Capital Growth, LLC | 34,830 | $761.0 萬 | 1.02% | 00.0% | 不變 |
| Panagora Asset Management Inc | 34,740 | $759.0 萬 | 0.05% | +33,528+2,766.3% | 加碼 |
| Pathstone Family Office, LLC | 34,725 | $758.7 萬 | 0.14% | −906−2.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 33,970 | $742.2 萬 | 0.05% | −713−2.1% | 減碼 |
| Verition Fund Management LLC | 31,919 | $697.4 萬 | 0.10% | +7,250+29.4% | 加碼 |
| Swedbank AB | 31,487 | $687.9 萬 | 0.02% | +31,033+6,835.5% | 加碼 |
| Advantage Alpha Capital Partners LP | 31,187 | $681.4 萬 | 1.25% | −1,674−5.1% | 減碼 |
| Pictet Asset Management SA | 31,190 | $681.4 萬 | 0.01% | +207+0.7% | 加碼 |
| Principal Financial Group Inc | 29,650 | $647.8 萬 | 0.01% | −3,651−11.0% | 減碼 |
| Intech Investment Management LLC | 29,271 | $639.5 萬 | 0.05% | +25,520+680.4% | 加碼 |
| Westpac Banking Corp | 29,006 | $633.7 萬 | 0.10% | −5,532−16.0% | 減碼 |
| Storebrand Asset Management AS | 28,778 | $628.7 萬 | 0.04% | +20,114+232.2% | 加碼 |
| KWB Wealth | 28,461 | $621.8 萬 | 1.24% | +263+0.9% | 加碼 |
| James Investment Research Inc | 28,431 | $621.2 萬 | 0.89% | −3,140−9.9% | 減碼 |
| Korea Investment CORP | 28,124 | $614.5 萬 | 0.02% | +4,924+21.2% | 加碼 |
| Westwood Holdings Group Inc. | 27,453 | $599.8 萬 | 0.07% | −39,084−58.7% | 減碼 |
| Bank of Nova Scotia | 27,432 | $599.3 萬 | 0.02% | +25,312+1,194.0% | 加碼 |
| Buckingham Strategic Partners | 26,781 | $585.1 萬 | 0.35% | +26,781 | 新進 |
| Cannon Global Investment Management, LLC | 26,500 | $579.0 萬 | 9.35% | +26,500 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 25,999 | $568.0 萬 | 0.03% | +19,499+300.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,965 | $567.3 萬 | 0.03% | +1,466+6.0% | 加碼 |
| KBC Group NV | 25,849 | $564.8 萬 | 0.03% | +23,693+1,098.9% | 加碼 |
| First Republic Investment Management, Inc. | 25,535 | $557.9 萬 | 0.01% | +3,898+18.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 30,100 | $555.3 萬 | 0.07% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 25,036 | $547.1 萬 | 0.05% | +25,036 | 新進 |
| Swiss Life Asset Management Ltd | 24,484 | $534.9 萬 | 0.09% | +4,128+20.3% | 加碼 |
| Aquatic Capital Management LLC | 24,100 | $526.5 萬 | 0.51% | +22,800+1,753.8% | 加碼 |
| Alberta Investment Management Corp | 24,100 | $526.5 萬 | 0.04% | +24,100 | 新進 |
| Ensign Peak Advisors, Inc | 24,010 | $524.6 萬 | 0.01% | +4,710+24.4% | 加碼 |
| Catalyst Capital Advisors LLC | 23,000 | $502.5 萬 | 0.19% | −550−2.3% | 減碼 |
| Private Advisor Group, LLC | 22,602 | $493.8 萬 | 0.06% | −3,504−13.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,580 | $493.3 萬 | 0.02% | +1,943+9.4% | 加碼 |
| Bullseye Asset Management LLC | 22,527 | $492.2 萬 | 2.86% | −242−1.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 22,210 | $485.2 萬 | 0.08% | +22,210 | 新進 |
| Arizona State Retirement System | 21,956 | $479.7 萬 | 0.05% | −387−1.7% | 減碼 |
| Jane Street Group, LLC | 21,916 | $478.8 萬 | 0.01% | +15,775+256.9% | 加碼 |
| Commonwealth Equity Services, LLC | 21,826 | $476.8 萬 | 0.01% | −302−1.4% | 減碼 |
| Jupiter Asset Management Ltd | 21,741 | $475.0 萬 | 0.07% | 00.0% | 不變 |
| MML Investors Services, LLC | 21,532 | $470.4 萬 | 0.04% | +5,212+31.9% | 加碼 |
| Andra AP-fonden | 21,100 | $461.0 萬 | 0.15% | −500−2.3% | 減碼 |
| Winthrop Advisory Group LLC | 21,063 | $460.2 萬 | 0.99% | −250−1.2% | 減碼 |
| Point72 Europe (London) LLP | 20,676 | $451.7 萬 | 1.44% | −18,000−46.5% | 減碼 |
| Bowling Portfolio Management LLC | 20,386 | $445.4 萬 | 1.22% | −241−1.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 20,283 | $443.2 萬 | 0.03% | +20,283 | 新進 |
| Chase Investment Counsel Corp | 20,280 | $443.0 萬 | 2.80% | −189−0.9% | 減碼 |