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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 561 | $12.1 萬 | 0.01% | +561 | 新進 |
| CoreCap Advisors, LLC | 594 | $12.8 萬 | 0.01% | +594 | 新進 |
| IFP Advisors, Inc | 1,412 | $12.9 萬 | 0.00% | −181−11.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 642 | $13.9 萬 | 0.00% | +100+18.5% | 加碼 |
| United Community Bank | 645 | $13.9 萬 | 0.13% | −10−1.5% | 減碼 |
| Toth Financial Advisory Corp | 666 | $14.4 萬 | 0.02% | 00.0% | 不變 |
| Acadian Asset Management LLC | 710 | $15.3 萬 | 0.00% | +710 | 新進 |
| Ossiam | 763 | $16.5 萬 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 768 | $16.6 萬 | 0.03% | +103+15.5% | 加碼 |
| TSFG, LLC | 858 | $18.6 萬 | 0.07% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 862 | $18.6 萬 | 0.01% | −39−4.3% | 減碼 |
| Dark Forest Capital Management LP | 863 | $18.7 萬 | 0.05% | −11,045−92.8% | 減碼 |
| First Horizon Advisors, Inc. | 882 | $19.1 萬 | 0.01% | +362+69.6% | 加碼 |
| Foundry Partners, LLC | 938 | $20.3 萬 | 0.01% | +938 | 新進 |
| Edgestream Partners, L.P. | 954 | $20.6 萬 | 0.02% | −966−50.3% | 減碼 |
| Elgethun Capital Management | 958 | $20.7 萬 | 0.07% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 963 | $20.8 萬 | 0.01% | −186−16.2% | 減碼 |
| Advisory Research Inc | 970 | $21.0 萬 | 0.02% | −1,448−59.9% | 減碼 |
| Simplex Trading, LLC | 973 | $21.0 萬 | 0.01% | −482−33.1% | 減碼 |
| SRS Capital Advisors, Inc. | 973 | $21.0 萬 | 0.03% | +2+0.2% | 加碼 |
| Axq Capital, LP | 976 | $21.1 萬 | 0.15% | +976 | 新進 |
| GWM Advisors LLC | 2,170 | $21.5 萬 | 0.01% | −1,251−36.6% | 減碼 |
| Thrive Wealth Management, LLC | 997 | $21.6 萬 | 0.06% | −344−25.7% | 減碼 |
| Banque Cantonale Vaudoise | 1,000 | $21.6 萬 | 0.01% | −3,000−75.0% | 減碼 |
| ACT Advisors, LLC. | 1,001 | $21.6 萬 | 0.14% | −1−0.1% | 減碼 |
| Lindbrook Capital, LLC | 1,002 | $21.7 萬 | 0.03% | −54−5.1% | 減碼 |
| Forum Financial Management, LP | 1,004 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 1,013 | $21.9 萬 | 0.17% | +1,013 | 新進 |
| Hutchens & Kramer Investment Management Group, LLC | 1,017 | $22.0 萬 | 0.16% | −462−31.2% | 減碼 |
| HBK Sorce Advisory LLC | 1,018 | $22.0 萬 | 0.01% | +1,018 | 新進 |
| Lazard Asset Management LLC | 1,029 | $22.1 萬 | 0.00% | −3,074−74.9% | 減碼 |
| Coldstream Capital Management Inc | 1,031 | $22.3 萬 | 0.01% | +1,031 | 新進 |
| Levy Wealth Management Group, LLC | 1,042 | $22.5 萬 | 0.08% | +1,042 | 新進 |
| Qsemble Capital Management, LP | 1,050 | $22.7 萬 | 0.16% | +1,050 | 新進 |
| Signaturefd, LLC | 1,058 | $22.9 萬 | 0.01% | +8+0.8% | 加碼 |
| Prospera Financial Services Inc | 1,083 | $23.4 萬 | 0.01% | −15−1.4% | 減碼 |
| Oppenheimer & Co Inc | 1,113 | $24.1 萬 | 0.01% | +1,113 | 新進 |
| CWM, LLC | 1,121 | $24.2 萬 | 0.00% | +103+10.1% | 加碼 |
| DGS Capital Management, LLC | 1,146 | $24.8 萬 | 0.16% | −6−0.5% | 減碼 |
| YHB Investment Advisors, Inc. | 1,154 | $24.9 萬 | 0.03% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 1,176 | $25.4 萬 | 0.08% | −15−1.3% | 減碼 |
| XML Financial, LLC | 1,179 | $25.5 萬 | 0.03% | +1+0.1% | 加碼 |
| CTC Capital Management, LLC | 1,200 | $25.9 萬 | 0.32% | +1,200 | 新進 |
| Driehaus Capital Management LLC | 1,208 | $26.1 萬 | 0.00% | −42,301−97.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 1,216 | $26.3 萬 | 0.03% | −49−3.9% | 減碼 |
| American International Group, Inc. | 1,219 | $26.4 萬 | 0.00% | −28−2.2% | 減碼 |
| Wetherby Asset Management Inc | 1,236 | $26.7 萬 | 0.02% | +21+1.7% | 加碼 |
| Convergence Investment Partners, LLC | 1,256 | $27.2 萬 | 0.16% | −63−4.8% | 減碼 |
| Personal Cfo Solutions, LLC | 1,262 | $27.3 萬 | 0.06% | +1,262 | 新進 |
| Umb Bank N A | 1,267 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 1,286 | $27.8 萬 | 0.02% | +1,286 | 新進 |
| Arrowstreet Capital, Limited Partnership | 1,294 | $28.0 萬 | 0.00% | −6,758−83.9% | 減碼 |
| Symmetry Partners, LLC | 1,324 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| Tobam | 1,330 | $28.8 萬 | 0.02% | +944+244.6% | 加碼 |
| HMS Capital Management, LLC | 1,339 | $28.9 萬 | 0.20% | −130−8.8% | 減碼 |
| Gsa Capital Partners LLP | 1,345 | $29.1 萬 | 0.04% | +1,345 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 1,395 | $30.2 萬 | 0.10% | +20+1.5% | 加碼 |
| Metis Global Partners, LLC | 1,422 | $30.7 萬 | 0.03% | +1,422 | 新進 |
| Future Fund LLC | 1,449 | $31.3 萬 | 1.32% | +51+3.6% | 加碼 |
| Fullerton Fund Management Co Ltd. | 1,490 | $32.2 萬 | 0.02% | +1,490 | 新進 |
| Vontobel Holding Ltd. | 1,534 | $32.7 萬 | 0.00% | +205+15.4% | 加碼 |
| National Asset Management, Inc. | 1,530 | $33.1 萬 | 0.01% | −448−22.6% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,532 | $33.1 萬 | 0.12% | 00.0% | 不變 |
| Alpha Paradigm Partners, LLC | 1,542 | $33.3 萬 | 0.14% | +1,542 | 新進 |
| Two Sigma Securities, LLC | 1,542 | $33.3 萬 | 0.05% | +415+36.8% | 加碼 |
| Sanchez Wealth Management Group | 1,573 | $34.0 萬 | 0.17% | +2+0.1% | 加碼 |
| Pennsylvania Capital Management Inc | 1,572 | $34.7 萬 | 0.18% | 00.0% | 不變 |
| Intrust Bank NA | 1,614 | $34.9 萬 | 0.05% | −459−22.1% | 減碼 |
| Cetera Advisors LLC | 1,623 | $35.1 萬 | 0.01% | +1,623 | 新進 |
| Kula Investments, LLC | 1,644 | $35.5 萬 | 0.13% | +1,644 | 新進 |
| CenterBook Partners LP | 1,677 | $36.3 萬 | 0.06% | +1,677 | 新進 |
| First Hawaiian Bank | 1,680 | $36.3 萬 | 0.01% | +126+8.1% | 加碼 |
| Lido Advisors, LLC | 1,702 | $36.8 萬 | 0.01% | +8+0.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,734 | $37.5 萬 | 0.00% | −1,178−40.5% | 減碼 |
| BTC Capital Management, Inc. | 1,748 | $37.8 萬 | 0.05% | −249−12.5% | 減碼 |
| Davenport & Co LLC | 1,749 | $37.8 萬 | 0.00% | −312−15.1% | 減碼 |
| MONECO Advisors, LLC | 1,764 | $38.1 萬 | 0.14% | +52+3.0% | 加碼 |
| Teza Capital Management LLC | 1,767 | $38.2 萬 | 0.07% | +1,767 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 1,771 | $38.3 萬 | 0.01% | −1,065−37.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,802 | $38.9 萬 | 0.02% | −6,259−77.6% | 減碼 |
| Moody Lynn & Lieberson, LLC | 1,800 | $38.9 萬 | 0.04% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 1,805 | $39.0 萬 | 0.01% | +110+6.5% | 加碼 |
| Ssi Investment Management LLC | 1,889 | $40.8 萬 | 0.03% | 00.0% | 不變 |
| Wealth Alliance | 1,894 | $40.9 萬 | 0.07% | −442−18.9% | 減碼 |
| Ascent Group, LLC | 1,943 | $42.0 萬 | 0.05% | −293−13.1% | 減碼 |
| Capital Asset Advisory Services LLC | 1,781 | $42.1 萬 | 0.03% | −2,226−55.6% | 減碼 |
| Merit Financial Group, LLC | 1,994 | $43.1 萬 | 0.02% | +376+23.2% | 加碼 |
| WJ Wealth Management, LLC | 2,000 | $43.2 萬 | 0.25% | −2,000−50.0% | 減碼 |
| Boulder Hill Capital Management LP | 2,000 | $43.2 萬 | 0.36% | +2,000 | 新進 |
| Lincoln National Corp | 2,017 | $43.6 萬 | 0.01% | −8,926−81.6% | 減碼 |
| Lighthouse Investment Partners, LLC | 2,022 | $43.7 萬 | 0.08% | +2,022 | 新進 |
| Ieq Capital, LLC | 2,059 | $44.5 萬 | 0.01% | −16−0.8% | 減碼 |
| TownSquare Capital, LLC | 2,085 | $45.1 萬 | 0.01% | −3,715−64.1% | 減碼 |
| Globeflex Capital L P | 2,086 | $45.1 萬 | 0.06% | −376−15.3% | 減碼 |
| American Trust | 2,090 | $45.2 萬 | 0.04% | −1,090−34.3% | 減碼 |
| Greenleaf Trust | 2,095 | $45.3 萬 | 0.01% | −10.0% | 減碼 |
| Leuthold Group, LLC | 2,101 | $45.4 萬 | 0.06% | −68−3.1% | 減碼 |
| Verition Fund Management LLC | 2,102 | $45.4 萬 | 0.01% | −29,817−93.4% | 減碼 |
| First County Bank | 2,111 | $45.6 萬 | 0.22% | +2,111 | 新進 |
| Ironwood Investment Counsel, LLC | 2,135 | $46.1 萬 | 0.11% | −830−28.0% | 減碼 |