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 4 季 13F 持有人
LPL Financial Holdings Inc. 在 2022/12/31 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
- 632
- 較 2022 年第 3 季 +61 家
- 持有股數
- 7,652 萬
- 較 2022 年第 3 季 −153.5 萬 (−2.0%)
- 總市值
- $165.2 億
- 較 2022 年第 3 季 −$5.33 億 (−3.1%)
- 新進機構
- 122
- 另有 198 家加碼
- 清倉機構
- 61
- 另有 263 家減碼
另有 12 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,568,439 | $16.4 億 | 0.04% | +447,420+6.3% | 加碼 |
| BlackRock Inc. | 6,292,308 | $13.6 億 | 0.04% | +1,456,028+30.1% | 加碼 |
| Janus Henderson Group PLC | 3,462,824 | $7.49 億 | 0.53% | −2,314,268−40.1% | 減碼 |
| WCM Investment Management, LLC | 2,556,276 | $5.53 億 | 1.84% | +161,784+6.8% | 加碼 |
| FMR LLC | 2,220,463 | $4.80 億 | 0.05% | +53,472+2.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,018,836 | $4.36 億 | 1.36% | −686,659−25.4% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,007,322 | $4.34 億 | 4.14% | +26,960+1.4% | 加碼 |
| Capital Research Global Investors | 1,767,756 | $3.82 億 | 0.12% | −996,795−36.1% | 減碼 |
| State Street Corp | 1,639,477 | $3.54 億 | 0.02% | +5,964+0.4% | 加碼 |
| Wellington Management Group LLP | 1,524,273 | $3.30 億 | 0.07% | −898,422−37.1% | 減碼 |
| Clarkston Capital Partners, LLC | 1,471,471 | $3.18 億 | 6.00% | −389,247−20.9% | 減碼 |
| Samlyn Capital, LLC | 1,392,515 | $3.01 億 | 5.90% | −224,754−13.9% | 減碼 |
| Alliancebernstein L.P. | 1,348,036 | $2.91 億 | 0.13% | −337,424−20.0% | 減碼 |
| Geode Capital Management, LLC | 1,325,660 | $2.86 億 | 0.04% | +212,183+19.1% | 加碼 |
| Egerton Capital (UK) LLP | 1,228,244 | $2.66 億 | 2.28% | +13,720+1.1% | 加碼 |
| JPMorgan Chase & Co | 1,209,044 | $2.61 億 | 0.04% | −290,771−19.4% | 減碼 |
| Nuveen Asset Management, LLC | 1,077,619 | $2.33 億 | 0.09% | −34,693−3.1% | 減碼 |
| Norges Bank | 1,007,537 | $2.18 億 | 0.05% | +238,845+31.1% | 加碼 |
| Goldman Sachs Group Inc | 978,492 | $2.12 億 | 0.06% | +457,596+87.8% | 加碼 |
| Eagle Asset Management Inc | 922,287 | $2.00 億 | 1.23% | −584,489−38.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 825,870 | $1.79 億 | 0.30% | +750,254+992.2% | 加碼 |
| Dimensional Fund Advisors LP | 806,393 | $1.74 億 | 0.06% | −88,090−9.8% | 減碼 |
| GQG Partners LLC | 793,926 | $1.72 億 | 0.46% | +793,926 | 新進 |
| Millennium Management LLC | 733,703 | $1.59 億 | 0.18% | +333,987+83.6% | 加碼 |
| Standard Life Aberdeen plc | 702,589 | $1.52 億 | 0.41% | +15,475+2.3% | 加碼 |
| Morgan Stanley | 694,425 | $1.50 億 | 0.02% | +239,867+52.8% | 加碼 |
| Invesco Ltd. | 672,036 | $1.45 億 | 0.04% | −994,890−59.7% | 減碼 |
| Voya Investment Management LLC | 643,843 | $1.39 億 | 0.16% | −127,121−16.5% | 減碼 |
| Bank of New York Mellon Corp | 600,467 | $1.30 億 | 0.03% | −114,908−16.1% | 減碼 |
| Southpoint Capital Advisors LP | 600,000 | $1.30 億 | 3.35% | −75,000−11.1% | 減碼 |
| Darlington Partners Capital Management, LP | 598,994 | $1.29 億 | 11.82% | −65,361−9.8% | 減碼 |
| Westfield Capital Management Co LP | 582,784 | $1.26 億 | 0.97% | −106,148−15.4% | 減碼 |
| Jackson Square Partners, LLC | 542,431 | $1.17 億 | 3.13% | −89,425−14.2% | 減碼 |
| Fairview Capital Investment Management, LLC | 534,715 | $1.16 億 | 7.91% | −9,966−1.8% | 減碼 |
| Artisan Partners Limited Partnership | 533,453 | $1.15 億 | 0.20% | −408,127−43.3% | 減碼 |
| Capital World Investors | 504,494 | $1.09 億 | 0.02% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 498,567 | $1.08 億 | 0.03% | +19,325+4.0% | 加碼 |
| First Pacific Advisors, LP | 497,118 | $1.07 億 | 1.65% | −60,807−10.9% | 減碼 |
| Citadel Advisors LLC | 494,118 | $1.07 億 | 0.12% | +192,455+63.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 464,943 | $1.01 億 | 0.17% | −123,941−21.0% | 減碼 |
| Northern Trust Corp | 463,476 | $1.00 億 | 0.02% | +13,311+3.0% | 加碼 |
| American Century Companies Inc | 451,806 | $9,767 萬 | 0.08% | −46,109−9.3% | 減碼 |
| Jacobs Levy Equity Management, Inc | 451,701 | $9,764 萬 | 0.66% | +306,507+211.1% | 加碼 |
| Agf Management Ltd | 440,183 | $9,515 萬 | 0.69% | +440,183 | 新進 |
| Eminence Capital, LP | 437,579 | $9,459 萬 | 1.76% | +208,440+91.0% | 加碼 |
| Price T Rowe Associates Inc | 435,371 | $9,412 萬 | 0.02% | +147,098+51.0% | 加碼 |
| Wells Fargo & Company | 432,564 | $9,351 萬 | 0.03% | −145,212−25.1% | 減碼 |
| Deutsche Bank AG | 430,124 | $9,298 萬 | 0.05% | +172,295+66.8% | 加碼 |
| Bank of America Corp | 414,908 | $8,969 萬 | 0.01% | −6,665−1.6% | 減碼 |
| Argent Capital Management LLC | 377,413 | $8,159 萬 | 2.94% | −15,808−4.0% | 減碼 |
| Raymond James & Associates | 365,832 | $7,908 萬 | 0.07% | −39,858−9.8% | 減碼 |
| Artemis Investment Management LLP | 355,638 | $7,710 萬 | 0.87% | −84,420−19.2% | 減碼 |
| ArrowMark Colorado Holdings LLC | 354,710 | $7,668 萬 | 0.92% | −1,749−0.5% | 減碼 |
| Junto Capital Management LP | 345,768 | $7,474 萬 | 2.12% | −58,790−14.5% | 減碼 |
| Legal & General Group Plc | 334,307 | $7,227 萬 | 0.03% | +27,717+9.0% | 加碼 |
| UBS Asset Management Americas Inc | 280,717 | $6,068 萬 | 0.03% | +55,589+24.7% | 加碼 |
| Man Group plc | 279,721 | $6,047 萬 | 0.22% | +276,480+8,530.7% | 加碼 |
| Balyasny Asset Management LLC | 271,913 | $5,878 萬 | 0.21% | +270,490+19,008.4% | 加碼 |
| Victory Capital Management Inc | 270,028 | $5,837 萬 | 0.07% | −2,534−0.9% | 減碼 |
| Assenagon Asset Management S.A. | 269,796 | $5,832 萬 | 0.24% | +266,817+8,956.6% | 加碼 |
| Frontier Capital Management Co LLC | 264,391 | $5,715 萬 | 0.62% | −404,108−60.5% | 減碼 |
| Qube Research & Technologies Ltd | 264,260 | $5,713 萬 | 0.34% | +137,187+108.0% | 加碼 |
| Susquehanna International Group, LLP | 261,615 | $5,655 萬 | 0.11% | −107,175−29.1% | 減碼 |
| Azora Capital LP | 259,305 | $5,605 萬 | 9.53% | +31,566+13.9% | 加碼 |
| Envestnet Asset Management Inc | 253,083 | $5,471 萬 | 0.03% | −16,914−6.3% | 減碼 |
| Bank of Montreal | 225,518 | $4,877 萬 | 0.04% | +218,005+2,901.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 221,670 | $4,792 萬 | 0.04% | −2,376−1.1% | 減碼 |
| FIL Ltd | 219,744 | $4,750 萬 | 0.06% | −50,725−18.8% | 減碼 |
| SEI Investments Co | 207,329 | $4,482 萬 | 0.10% | −71,579−25.7% | 減碼 |
| Franklin Resources Inc | 205,356 | $4,439 萬 | 0.02% | +108,645+112.3% | 加碼 |
| Commerce Bank | 198,229 | $4,285 萬 | 0.35% | +1,536+0.8% | 加碼 |
| CIBC Asset Management Inc | 190,240 | $4,112 萬 | 0.17% | −18,629−8.9% | 減碼 |
| Epoch Investment Partners, Inc. | 190,099 | $4,109 萬 | 0.25% | −102,365−35.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 188,333 | $4,071 萬 | 0.12% | +95,108+102.0% | 加碼 |
| California Public Employees Retirement System | 186,676 | $4,035 萬 | 0.03% | +3,973+2.2% | 加碼 |
| Primecap Management Co | 183,600 | $3,969 萬 | 0.04% | −79,700−30.3% | 減碼 |
| Cornerstone Investment Partners, LLC | 182,972 | $3,955 萬 | 2.54% | −940−0.5% | 減碼 |
| TD Asset Management Inc | 180,619 | $3,904 萬 | 0.05% | −90,594−33.4% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 171,570 | $3,709 萬 | 0.63% | −12,461−6.8% | 減碼 |
| Russell Investments Group, Ltd. | 163,470 | $3,533 萬 | 0.07% | +26,746+19.6% | 加碼 |
| Trillium Asset Management, LLC | 163,224 | $3,528 萬 | 1.09% | −20,158−11.0% | 減碼 |
| Cookson Peirce & Co Inc | 162,588 | $3,515 萬 | 2.29% | +975+0.6% | 加碼 |
| First Trust Advisors LP | 161,895 | $3,499 萬 | 0.04% | +45,005+38.5% | 加碼 |
| Royal Bank of Canada | 160,334 | $3,466 萬 | 0.01% | −21,811−12.0% | 減碼 |
| Amundi | 152,964 | $3,376 萬 | 0.02% | +69,710+83.7% | 加碼 |
| Employees Retirement System of Texas | 155,734 | $3,367 萬 | 0.49% | +7,734+5.2% | 加碼 |
| Credit Suisse AG | 150,144 | $3,246 萬 | 0.03% | +39,138+35.3% | 加碼 |
| California State Teachers Retirement System | 134,856 | $2,915 萬 | 0.05% | +2,898+2.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 128,932 | $2,787 萬 | 0.07% | +41,660+47.7% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 126,795 | $2,741 萬 | 1.21% | −68,435−35.1% | 減碼 |
| Voloridge Investment Management, LLC | 123,541 | $2,671 萬 | 0.15% | +123,541 | 新進 |
| National Pension Service | 118,700 | $2,566 萬 | 0.05% | −400−0.3% | 減碼 |
| Walleye Capital LLC | 112,125 | $2,424 萬 | 0.53% | +73,793+192.5% | 加碼 |
| Stifel Financial Corp | 111,080 | $2,401 萬 | 0.04% | −33,320−23.1% | 減碼 |
| William Blair Investment Management, LLC | 108,703 | $2,350 萬 | 0.09% | −7,246−6.2% | 減碼 |
| Federated Hermes, Inc. | 108,068 | $2,336 萬 | 0.06% | −15,528−12.6% | 減碼 |
| Canada Pension Plan Investment Board | 98,045 | $2,119 萬 | 0.04% | +29,480+43.0% | 加碼 |
| Pinebridge Investments, L.P. | 96,710 | $2,091 萬 | 0.25% | −2,211−2.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 96,449 | $2,085 萬 | 0.05% | +3,610+3.9% | 加碼 |
| Korea Investment CORP | 94,107 | $2,034 萬 | 0.06% | +65,983+234.6% | 加碼 |